Karen Ross Joins Mission Management & Trust Co. as Trust Officer

PHOENIX, Ariz. – November 20, 2024 – Karen Ross has joined Mission Management & Trust Co. (Mission Trust) as a Trust Officer. With over 35 years of experience in trust and estate management, Karen brings a wealth of expertise and a proven history of exceptional client service to her new role.

As a Trust Officer at Mission Trust, Karen will focus on managing personal trusts, special needs trusts, irrevocable trusts, conservatorships, and investment and custody accounts. Her extensive career includes experience overseeing a diverse portfolio of accounts and building lasting relationships with clients and their families. Karen has developed a reputation for her dedication to understanding client needs, delivering tailored fiduciary solutions, and adhering to the highest standards of compliance and professionalism.

Karen obtained her degree in Paralegal Studies from Lamson College. In addition to her professional achievements, she is deeply committed to giving back to her community. She has previously served as a board member for the Boys and Girls Clubs of Phoenix and currently supports St. Mary’s Food Bank and volunteers with her church.

“Karen’s extensive experience in trust and estate management, combined with her passion for building strong relationships with clients, makes her a valuable addition to our team,” said Bridget O’Brien Swartz, Vice President and Fiduciary Counsel at Mission Trust. “Her expertise will play a key role in enhancing our ability to deliver exceptional fiduciary services to our clients.”

Karen may be contacted by phone at 602-735-0975.

About Mission Management & Trust Co.
Mission Trust, based in Tucson, Ariz., is an Arizona-chartered, independent trust company specializing in trust and estate services, asset management, and securities custody. Established in 1994, Mission Trust was acquired by Notre Dame Federal Credit Union (Notre Dame FCU) in February 2022 to complement and augment its array of online, retail, and mobile banking and financial services. Visit MissionTrust.com to learn more.

CONTACT:
Stephanie Schrock
Chief Marketing Officer
Marketing@MissionTrust.com
574-400-4959