Connie Bontz

Connie Bontz, CTFA

Trust Officer

Connie Bontz serves as Trust Officer for Midland Wealth Management. She has more than 35 years of experience in trust services administration and the banking industry. She manages personal trust accounts, estates and investment advisory agency accounts, and provides her clients with financial planning and investment guidance. Her consultative approach includes solutions to a variety of tax and financial planning issues while assisting clients in developing plans for managing and transferring their accumulated wealth to their children, charities or other designated beneficiaries in the most economical and tax efficient manner. Connie is a graduate of Western Illinois University with a B.S. in Business Administration, an Honor Graduate of Cannon Trust School- Cannon Financial Institute, an is a Certified Trust and Financial Advisor (CTFA).

 

cbontz@midlandsb.com

(815) 285-5186