Matt Bahr Completes Cannon Trust School

Willow Street Group is pleased to announce that Matt Bahr has successfully completed examinations for Cannon Trust School I, Cannon Trust School II and Cannon Trust School III. This intensive three-part course of study, offered through Cannon Financial Institute, focuses on the technical skills and competencies required to perform complex trust administration responsibilities. Matt will take his final exam in 2017 in pursuit of the Certified Trust and Financial Advisor designation (CFTA).

In his current role with Willow Street, Matt administers several large Private Family Trust Companies and provides cash flow management, financial reporting and special project services for family office clients.

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