SUMMARY Experienced professional with twenty years of trust and estates experience, in both the legal and financial services arenas. Wealth preservation and trust expert with extensive experience in estate planning, trusts, tax preservation strategies, charitable giving, probate, elder law and business transition. Visionary leadership style with ability to motivate colleagues, as well as, contribute on an individual level, in order to accomplish firm's objectives. Management experience in vision creation, budget development, sales incentives, operations, trust administration, investments and compliance. Strong interpersonal skills with ability to grow trusting networks internally and externally. Frequent lecturer, author and teacher regarding trusts and estates. territory and Canada. Managed 15 salespeople. for computer manufacturer selling to computer retailer stores, personal and group sales consistenly on company leader board. Opened and headed up Midwest regional sales office for NewGen Systems based in CA. Managed 15 salespeople.

Highlights:

• Probate
• Management
• Compliance
• trust officer
• wealth
• wealth advisor
• relationship manager
• director
• president
• vice president
• senior trust officer