First Western Trust expands retirement consulting services team.
October 12, 2011
DENVER—October 12, 2011—First Western Trust Bank (“First Western”) today announced the appointment of Irene J. Antonio as a Relationship Manager on the firm’s Retirement Consulting Services team. Antonio, who joined First Western on September 12, 2011, provides retirement plan consulting and investment advisory services to qualified retirement plan clients, which include plan sponsors, non-profit organizations, government entities, and individuals. Antonio reports to Paula Hendrickson, Director, Retirement Consulting Services at First Western, in this new role for the firm.
First Western is expanding its Retirement Consulting Services team to meet the growing needs of the Bank’s business-owner clients who seek guidance in structuring and maintaining sound retirement plans for their employees.
“Irene’s retirement plan expertise, combined with her track record of providing outstanding service to her clients, make her a logical choice for our Retirement Consulting Services team,” said Hendrickson. “In this challenging economic environment, our clients recognize the increasing importance of offering competitive retirement plans to their employees that include diverse investment options that meet a wide range of financial goals.” .
Prior to joining First Western, Antonio was responsible for all financial aspects of Dex One Corporation’s qualified retirement plans and non-qualified employee benefit plans. She was a professional at Dex One and its predecessor firms for more than 25 years. Antonio is a member of the American Institute of Certified Public Accounts and Western Pension and Benefits Conference. She received a bachelor’s degree in accounting from Northern Illinois University and earned her CPA designation through the University of Illinois.
“I look forward to working with First Western’s retirement plan clients on all aspects of plan design, compliance and legislation, investments, and fiduciary responsibilities,” Antonio said. “Our goal is to ensure that plans are designed to meet the objectives of our clients and their employees while maintaining fiduciary protections and oversight.”
About First Western Financial, Inc.
First Western Financial, Inc. is the holding company of First Western Trust Bank. First Western Trust Bank strives to be the best private bank for the Western wealth management client by providing comprehensive, tailored solutions in the areas of wealth planning, private banking, investment management, and personal trust. First Western also offers expertise in retirement services, mortgages, insurance, and business banking. First Western’s services are integrated through WealthView 360ºTM, a proprietary approach that focuses on a client’s entire financial picture. Built specifically for clients based in the West, the firm has offices in Arizona, California, and Colorado.