Heather Marshall, CTFA

Heather Marshall, CTFA Vice President, Trust Officer

Expertise

Personal trust administration

Experience

Joined Midwest Trust with over 10 years of legal experience

Heather has served in various roles including criminal prosecutor in Texas and Kansas and professor at MidAmerica Nazarene University. Prior to, she served as the Law Enforcement Legislative Auditor for the Unified Government of Wyandotte County and Kansas City, Kansas.

Education

Certified Trust & Fiduciary Advisor (CTFA)

BA in Criminal Justice, MidAmerica Nazarene University

MA in Social Psychology, University of Nebraska-Lincoln

JD, University of Nebraska-Lincoln

Professional / Civic Affiliations

Kansas Bar, Member

Texas Bar, Member

Our People

David Yost
President
Darmini Angelo
Senior Vice President, Trust Officer
Albert Allen
Trust Officer
Brad Beets, AIF^®
Senior Vice President, Trust Officer
Shellie Billau
Vice President, Trust Officer
Nick Bracco
Senior Vice President, Trust Officer, Wealth Planning Executive
Andrew Browne, CFP^®, CTFA
Executive Vice President, Trust Officer
Riley Buckler
Trust Officer
Joe Calhoun, CFP^®
Vice President, Business Development Officer
Shannon Cambiano
Trust Officer
Llana Caray, CTFA
Senior Vice President, Trust Officer
Kurt Clausing
Senior Vice President, Trust Officer
Carrie DeMaria
Vice President, Trust Officer
Suzanne Dougherty, CFP^®
Trust Officer
Rick Ellis
Senior Vice President, Trust Officer
Karen Gibbin
Trust Officer
David Goodman
Director of Wealth Services
Patricia Grothoff
Senior Vice President, Trust Officer
Brenda High
Assistant Vice President
Carrie Holler, CTFA
Trust Officer
Richard Howenstine, II, CTFA
Vice President, Trust Officer
Carrie Jones
Vice President, Trust Officer
Jessica Keal, CPA
Trust Officer
Jeff Kennedy
Vice President, Trust Officer
Nichole Kennedy
Vice President, Trust Officer
Allegra Kincaid
Vice President, Trust Officer
Jonathan Klem
Senior Vice President, Trust Officer
Heather Marshall, CTFA
Vice President, Trust Officer
Debbie Medley
Senior Vice President, Trust Officer
Tim Mesecher
Senior Vice President, Trust Officer
Chuck Mikkelsen
Senior Vice President, Trust Officer
James O’Sullivan
Consultant
Tammy Strutton
Vice President, Trust Officer
Matt Tolbert
Vice President, Trust Officer
Scott Webb
Vice President, Trust Officer
Walter Wieman
Vice President, Trust Officer

Assisting you with your financial goals is a privilege. At Security Trust & Investments, it’s an honor we take seriously.