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Experience

    • United States
    • Banking
    • 1 - 100 Employee
    • President & CEO
      • Mar 2021 - Present

      Michigan, United States Lead CUT, a Michigan-Chartered Trust-Only Bank, founded by CUs to provide trust and wealth management services to credit unions, their members and communities. Since expanded ownership to include a Michigan based community bank.

    • Banking
    • 700 & Above Employee
    • Chief Fiduciary Officer and Market President
      • Aug 2020 - Mar 2021

      Midland, Michigan, United States

    • United States
    • Banking
    • 700 & Above Employee
    • Market President
      • Nov 2019 - Aug 2020

      Midland, Michigan

    • Chief Fiduciary Officer
      • Nov 2019 - Aug 2020

      Midland, Michigan, United States

    • Director Wealth Product Strategy and Delivery
      • Jun 2019 - Dec 2019

      Midland, Michigan

    • Trust Site Manager
      • Mar 2018 - Nov 2019

      Midland, Michigan

    • Trust Officer
      • Jan 2014 - Nov 2019

      Midland, MI Responsible for the administration of personal trusts and investment accounts while focusing on developing solutions for new and existing Wealth Management clients.

    • Law Clerk
      • Jun 2011 - Dec 2013

      Grosse Pointe Farms, MI

    • Law Clerk
      • Dec 2009 - Aug 2010

      Troy, MI

    • Graduate Assistant Coach- Football
      • Dec 2008 - Dec 2009

Education

  • Wayne State University Law School
    JD, Law
    2010 - 2013
  • Northwood University - DeVos Graduate School
    MBA, Business Administration
    2008 - 2009
  • Northwood University
    BBA, Business Management, Marketing, Economics
    2004 - 2008

Community

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