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Boulder

Boulder is the home of the iconic Flatirons, the University of Colorado, and a unique perspective on life, work and wealth. At First Western Trust, you’ll enjoy a spectrum of services from a team committed to this community with Boulder roots that go back over 15 years.

Our Boulder team believes in giving back to the community we serve. We enjoy sharing that fulfilling experience with our clients and invite friends of the Bank to get involved in the work that we do. Since education is one of First Western Trust’s core values, our Boulder team is deeply involved in education-related initiatives.

First Western Trust, Boulder, is headed by Chairman Nancy Stevens and President Matt Gorr. Their distinguished financial careers and knowledge is well matched by a team of individuals with strengths in a variety of areas, giving clients access to a fully-integrated approach to wealth management. This includes outstanding private banking, institutional-quality investment management, as well as trust and wealth planning services. Our marriage of sophisticated investment management with the personal service of a private bank is what makes First Western Trust the best private bank for the Western wealth management client. So a warm welcome from First Western, Boulder-Boulder’s own private bank and trust company.

To learn more about our associates, and how we can benefit you, click on an associate’s name below.

Our Team

Andrea Berry, CFP®
Vice President | Portfolio Manager
Barbara Rodriguez
Associate Relationship Manager
Jake Jaegle
Associate Relationship Manager
Jared Nelson
Officer | Senior Private Banker
Joanne Field
Regional President
Matt Gorr
President
Nancy Stevens
Chairman
Nhia Xiong
Private Banker
Warren J. Olsen
Chairman | Chief Executive Officer
  • 1155 Canyon Boulevard
    Suite 300
    Boulder, CO 80302

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    Member FDIC

  • 303-441-9400
  • 303-441-9450
  • 8a-5p

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