Meet the Rockford Leadership Team
Heath Sorenson
MBA, CFP®, CFIRS™
President, Midland Trust Company
Locations
Midland Trust Company Rockford
6838 E State Street
Rockford, IL 61108
About Midland Trust Company
Business Hours
Sun: Closed
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
Sat: Closed
Our Location
6838 E State Street
Rockford, IL 61108
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.
Our Mission in Rockford
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.
Background
Light Grey
Services Provided
Special Needs Trust Administration
Partner to protect your client's current or future public benefits.
Guardianship/Conservatorship Administration
Work together to preserve and protect your client’s assets.
Fiduciary expertise to preserve and protect your wealth and assets.
Specialized investment guidance that focuses on real returns.
Background
Light Grey
Affiliations, Memberships and More
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)
YMCA
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
Let's Connect.