Expertise

Personal trust and estate administration

Experience

With over 30 years of experience in the financial services industry, Jonathan joined Midwest Trust in 2024 with experience as manager of trust administration at UMB Bank and manager of estate administration at Country Club Trust Company. Jonathan’s broad financial experience also includes past roles at U.S. Bank, DST Systems (now SS&C), Bank One (now Chase), and the Internal Revenue Service.

Education

BS, University of Wisconsin – Madison

JD, University of Wisconsin Law School

Professional / Civic Affiliations

Children’s Mercy Hospital, Donald H. Chisholm Planned Giving Council Member

Kansas City Estate Planning Society, Member and Past President

Kansas City Estate Planning Symposium, Hospitality Committee Member

Mid-America Charitable Gift Planners, Member and Past President

MOKAN Trust and Financial Services Conference, Past Co-Chair

Starlight Theatre, Planned Giving Advisory Council Member

Wisconsin Bar, Member