Midwest Trust Company
Sherri Falkner currently serves as an Assistant Trust Officer at Midwest Trust Company since January 2021. Prior to this role, Sherri held positions at Heritage Bank NW from September 2011 to January 2021, including AVP, Trust Officer, and Regional Services Officer, where responsibilities encompassed the development of the Wealth Management Department and community giving initiatives in Clark County. Sherri's earlier experience includes serving as Executive Assistant and Office Manager at First Independent Bank from February 2003 to February 2011. Sherri holds an Associate's Degree in Administrative Assistant and Secretarial Science from Blue Mountain Community College and completed secondary education at Pendleton High School.
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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