CAREER SUMMARY A Trust/Wealth Management Professional who has assisted multiple organizations grow by attracting new clients, improving the client experience and retaining client assets. A proven advisor in assisting High-Net Worth Individuals and Families with their complex trust/estate planning, investment management and financial planning needs. BUSSINESS EXPERIENCE First Financial Bank, Terre Haute, Indiana, 2014 - 2016 Vice President and Director of Asset Management Managed a 1.5 billion, thirty person, Investment Management, Trust, Estates and Retirement Services Division including retail brokerage. Expanded the investment management program by partnering with outside investment firms to offer additional investment solutions to assist clients and prospects. Obtained Net Income Ratio of 36.7% for 2015 Integrated Brokerage Services into the Asset Management Division South Ottumwa Savings Bank, Ottumwa, Iowa, 2010 - 2014 Senior Vice President and Senior Trust Officer Managed a 50 million, five person, Trust and Investment Division. Increased assets by 35% Added outside investment management partners to offer a broader range of investment management options which resulted in over 3 million of assets from institutions. Member of the Finance Committee of the Ottumwa Regional Legacy Foundation Secretary and Board Member of the Ottumwa Property and Redevelopment Company

Highlights:

• Banking Industry
• Investment Management
• Management
• Private Client
• Probate
• Asset Management
• Certified Financial Planner
• CFP
• Estate planning
• Financial