Teams at First Western Trust

Leads comprehensive wealth management for high-net-worth clients, including personalized financial planning, investment, estate, tax, and risk strategies. Drives business growth through networking, referrals, and partnerships while presenting proposals and strengthening client relationships. Mentors advisors, improves planning capabilities, collaborates with internal teams, and ensures a consistent, high-quality client experience.

Leads comprehensive wealth management for high-net-worth clients, including personalized financial planning, investment management, estate planning, tax strategy, and risk management. Drives business growth through networking, referrals, and strategic partnerships while presenting advisory proposals and maintaining client relationships. Mentors advisors, strengthens planning capabilities, collaborates with internal teams, and ensures a consistent, high-quality client experience.

Independently approves consumer, commercial, and residential mortgage credit requests within delegated authority. Reviews lower-level credit decisions, validates risk ratings, confirms pre-closing conditions and policy compliance, and supports portfolio risk management. The role also coaches Credit Analysts, contributes to underwriting standards and credit policy, and partners with lending and Credit Administration teams on complex transactions.