Trust Administration Team
With over a century of experience, our dedicated team guides you with genuine care and unwavering honesty, creating personalized financial journeys that prioritize your peace of mind and trust.
With over 35 years of experience, Pat offers guidance in trust and estate administration, with a focus on legacy planning and charitable giving.
Pat serves as a senior fiduciary officer for Midland Wealth Management. With over 35 years of experience in trust and estate administration, she provides guidance to clients nationwide. Pat has extensive knowledge and skill in fiduciary matters and the administration of trust and investment services. She is widely regarded for her specialized focus on charitable gifting strategies and serves as the chair of Midland’s Trust Administration Committee. Before joining Midland in 2010, she was the Senior Vice President and Senior Trust Relationship Officer for a large Midwestern regional bank holding company with over $5.5 billion in wealth management assets under management. Pat’s Chartered Advisor in Philanthropy® (CAP®) designation enables her to collaborate effectively with clients on legacy and charitable planning and strategic philanthropy.
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