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 Wealth Management Team at Midwest Trust Company focuses on providing personalized financial solutions to clients. The team collaborates with financial advisors, accountants, and attorneys to ensure comprehensive investment management, trust and estate planning, and administration. Leveraging their expertise in regulatory, legal, and tax matters, they help clients grow their investments and legacies, offering a holistic approach to wealth and family office management.

Wealth Management Team

Trust Officers Team

Leadership Team

Wealth Management Team

About

Team members

Other teams at Midwest Trust Company

Trust Officers Team

Leadership Team