December, 2022 - present
September, 2019
June, 2017
November, 2011
June, 2006
Chief Fiduciary Officer & Wealth Strategist at Wealthgate Trust
Chief Fiduciary Officer And Managing Principal at The Glenview Trust Company
Chief Fiduciary Officer at Northwest Trustee & Management Services, LLC
Chief Fiduciary Officer & Managing Director at Chevy Chase Trust
Chief Fiduciary Officer & President, Prairie Trust & Waukesha State Bank Wealth Management at Waukesha State Bank