First Western Trust’s Retirement Services Team Named One Of The Nation’s Top Defined Contribution (DC) Advisor Teams By the National Association of Plan Advisors (NAPA) in 2026

March 26, 2026

DENVER, CO –First Western Financial, Inc. (NASDAQ: MYFW), a financial services holding company headquartered in Denver, Colorado, is proud to announce its Retirement Services team has once again been recognized by the National Association of Plan Advisors (NAPA) as one of the nation’s Top Defined Contribution (DC) Advisor Teams in the $100 million and above assets under advisement category.

The recognition highlights leading firms, teams, and offices based on the scale and strength of their defined contribution practices, with a focus on assets under advisement within a single physical location. Since its founding in 2014, NAPA has served as a nationally recognized resource for retirement advisors, honoring top-performing teams and individuals across the industry.

“We’re thrilled to have been named a Top DC Advisor by NAPA for 2026,” said Larissa Fromme, SVP, Relationship Manager III. “At First Western, we are committed to helping plan sponsors strengthen fiduciary oversight while empowering participants to build long-term financial security. We are grateful for the trust our clients place in us and proud of the team we have built. We are excited for what is ahead.”

“We are honored to receive the 2026 NAPA Top Advisor award,” said Brandon Summers, Executive Director of Wealth and Fiduciary. “At First Western, we partner with employers to elevate retirement from a benefit into a strategic pillar of financial well-being, helping individuals build lasting financial security and long-term success.”

This year’s Top Defined Contribution Advisor Teams list is the largest to date, recognizing firms that collectively oversee nearly $2 trillion in defined contribution plan assets across more than 56,000 plans, representing close to 28 million participants. These distinguished teams include nearly 2,000 advisors and support professionals across 38 states and Washington, D.C., all working to strengthen outcomes across the nation’s private retirement system.

“We are passionate about what we do, and our client-focused service culture means our teams consistently go the extra mile,” said Norbert Naths, SVP, Relationship Manager III. “We are grateful to be recognized by NAPA as one of the Top Advisory Teams in the nation. We remain focused on partnering with plan sponsors to support fiduciary oversight, guide plan design, monitor investments, identify cost efficiencies, and deliver ongoing education that helps participants make confident decisions.”

First Western Trust congratulates its Retirement Services team on this achievement and recognizes their continued commitment to delivering thoughtful guidance and meaningful outcomes for clients.

About First Western Financial, Inc.

First Western Financial, Inc., a financial services holding company, and its wholly-owned subsidiary, First Western Trust, are headquartered in Denver, Colorado.

First Western Trust partners with clients at defining moments in their financial journeys, when success brings new complexity and the path forward is not always clear. By meeting clients where they are, the firm helps guide what comes next, often addressing challenges clients may not have anticipated. 

Through a personalized, holistic approach, First Western Trust integrates banking, lending, and wealth management without silos, delivering thoughtful solutions and peace of mind through every stage of wealth. 

Headquartered in Denver, First Western Trust serves high-net-worth individuals, families, and business owners across Colorado, Arizona, Wyoming, and Montana

First Western Financial, Inc.’s common stock is traded on the NASDAQ Global Select Market under the symbol “MYFW.” 

Trust, estate planning, insurance, and investment products are not a deposit, not FDIC insured, not insured by any federal government agency, not guaranteed, subject to investment risks, including possible loss of the principal amount invested and may go down in value. Any information and research contained herein do not represent a recommendation of investment advice to buy or sell stocks or any financial instrument nor is it intended as an endorsement of any security or investment, and it does not constitute an offer or solicitation to buy or sell any securities or investment services. This content is for informational purposes only and does not constitute legal or tax advice. Please consult your legal or tax advisor for specific guidance tailored to your situation. First Western Trust Bank cannot provide tax advice.

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