First Western Trust Grows Leading Retirement Consulting Team
December 21, 2012
DENVER – December 21, 2012 – First Western Trust (“First Western”) is pleased to announce the appointment of Kristin Jacobson as a relationship manager for its retirement consulting team based in Denver, Colorado. An experienced 401(k) advisor, Jacobson will assist in managing client relations and development for the firm.
Most recently, Jacobson was the area vice president of business development for Gallagher Retirement Services in Minneapolis, where she was responsible for cross-selling services to Gallagher Benefit Service and AJG Risk Management clients within the Minneapolis area, as well as securing outside business. Prior to that appointment, she was a vice president for Hays Financial Group, LLC in Minneapolis where she was responsible for a wide range of key work including client management, plan design consulting, investment monitoring, communication and plan conversion process management.
“Kristin’s creative approach to problem solving and diverse experience in corporate retirement plan consulting make her a strong addition to our team,” said Paula Hendrickson, senior vice president and director of retirement consulting services for First Western. “From her sales expertise to her effective planning strategy, Kristin brings an expanded set of skills to our talented group.”
Jacobson earned her Bachelor of Arts degree in Financial Management from St. Thomas University in St. Paul, Minnesota. In 2010, Jacobson continued her passion for education and enrichment when she earned the Accredited Investment Fiduciary® (or AIF®) professional designation from Fiduciary360. This designation has increased her ability to implement a targeted process into investment practices and furthered her knowledge to assist others in implementing proper policies and procedures.
About First Western Trust
First Western Trust 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 trusts and estates. First Western also offers expertise in retirement services, mortgages, insurance, and business banking. First Western’s services are integrated through ConnectView, 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, Colorado and Wyoming.
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