Author Archive

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 [...]

TUCSON, AZ – May 7, 2023 – Mission Management & Trust Co. (Mission Trust), a leading financial services firm, announced the appointment of Ben Fredlake, CFP®, as its new Senior Portfolio Manager. In his new role, Fredlake will collaborate with the Mission Trust investment team in strategic portfolio design, manage client portfolios, and provide comprehensive [...]

TUCSON, AZ – December 19, 2023 – Mission Management & Trust Co. (Mission Trust) proudly unveiled its new logo and brand image on December 11, 2023. The updated visual identity represents a collaborative spirit that has flourished since member-owned Notre Dame Federal Credit Union acquired Mission Trust in 2022. In a recent statement, Mission Trust [...]

Bridget O’Brien Swartz, Vice President and Fiduciary Counsel for Mission Management & Trust Co., was recently named the 36th President of the National Association of Elder Law Attorneys (NAELA) Board of Directors. In addition to being an experienced lawyer, Bridget is a strong, compassionate leader, and one of the nation’s leading practitioners in special needs […]