Meet the Rockford Leadership Team
MBA, CFP®, CFIRS™
President, Midland Trust Company
Mon: 8 AM - 5 PM
Tue: 8 AM - 5 PM
Wed: 8 AM - 5 PM
Thu: 8 AM - 5 PM
Fri: 8 AM - 5 PM
Our office is located in Rockford in Winnebago County in northern Illinois. Rockford, located on the Rock River, is the largest city in Illinois outside of the Chicago metropolitan area. The office building is on U.S. Route 20, a mile off I-90 and 6 miles east of downtown Rockford. Midland Wealth Management and Midland States Bank are also on-site. Surface parking is available.
Midland Trust Company is a full-service trust company offering both trust and estate administration, as well as customized investment management. We specialize in administering guardianships and special needs trusts. Our team of accomplished, credentialed professionals is committed to providing prompt and personalized service. Multilingual staff is also available for support.
Partner to protect your client's current or future public benefits.
Work together to preserve and protect your client’s assets.
National Structured Settlement Trade Association (NSSTA)
Winnebago County Bar Association
Special Needs Alliance (SNA)
Academy of Special Needs Planners (ASNP)
Illinois Institute for Continuing Legal Education (IICLE) – Estate Planning, Elder Law, Special Needs
Illinois CASA (Court Appointed Special Advocates)
March of Dimes
Klehm Arboretum & Botanic Garden
Midway Village Museum
Barbara Olson Center of Hope
Mendelssohn Performing Arts Center
Discovery Center Museum
Rockford Symphony Orchestra