Midwest Trust Company
Joe Calhoun, CFP®, is a seasoned financial professional with extensive experience in various roles within the finance industry. Currently serving as Vice President and Business Development Officer at Midwest Trust Company since January 2024, Joe has held multiple positions at Symphonic Financial Advisors since January 2012, including Director of Financial Planning and Financial Advisor. Prior experience includes work as a Financial Advisor at Renaissance Financial, and roles ranging from Team Support Specialist at Nuveen Investments to Investment Intern at Smith Barney. Joe's educational background includes a BBA in Finance and Computer Science from Loyola University Chicago and a Certificate in Financial Planning from Boston University Metropolitan College.
Midwest Trust Company
Trust services that are rooted in meeting your goals. Midwest Trust is an independent, state-chartered trust company. That means our focus is always on you, our client. You–and your goals–define who we are and what we do. We don’t work in a vacuum and we don’t fit you into a financial mold. Instead, we work with your financial advisor, accountant, and attorney to define your needs and help you grow toward your goals. Wealth management that reaches toward your future. We help your investments and legacy grow with: • expertise of experienced trust officers • knowledge of current regulatory, legal, and tax implications of trust and estate planning • comprehensive trust and estate administration • investment management, with the option to work with our affiliate Financial Counselors, Inc. or other investment advisors • complete personal trust, philanthropic and institutional services