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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.

Education

  • Juris Doctor from the University of Iowa
  • Bachelor of Science in Mathematics from the University of Illinois at Urbana-Champaign

Certifications

  • Chartered Advisor in Philanthropy® (CAP®)
  • Certified Trust and Fiduciary Advisor from Cannon Trust School Association

Interests

Legacy Planning, Charitable Giving, Strategic Philanthropy 

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