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

Investment Management

Midwest Trust Company

Bradley Bergman

Daniel Lang

T. Jack Challis

Robert Morrison

Mike Orr

Martha C. Brown

Daniel Rich

Carl C. Radom

Brett Bryant

David Yost

The Leadership Team at Midwest Trust Company is responsible for setting the strategic direction and ensuring the overall governance and performance of the company. This team collaborates to define and drive the company's mission, leveraging their collective expertise in trust and estate planning, investment management, and regulatory compliance. They work closely with financial advisors, accountants, and attorneys to align the company’s services with client goals, aiming for optimal outcomes in wealth management and trust services.

Leadership Team

Trust Officers Team

Wealth Management Team

Leadership Team

About

Team members

Other teams at Midwest Trust Company

Trust Officers Team

Wealth Management Team