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

March 27, 2024

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 been recognized by the National Association of Plan Advisors (NAPA) and listed as one of the nation’s top defined contribution (DC) Advisor Teams with assets under advisement of $100 million.

This award focuses on individual firms, teams, or offices and a firm’s assets under advisement related to their defined contribution (DC) practice, particularly in one physical location. Since its founding in 2014, NAPA has been a nationally renowned online resource for retirement advisors and has awarded top-performing teams and individuals within the retirement planning industry.

“We are honored to be named one of the nation’s top Institutional retirement plan advisory firms by the National Association of Plan Advisors (NAPA),” said Kristin Jacobson, SVP, and Director of Retirement Services at First Western Trust. “As part of First Western’s core values, our team’s focus is always in the best interest of our clients and their plan participants. We’re looking forward to another great year!”

This year’s Top Defined Contribution Advisor Teams list recognized the highest number of teams. Companies listed manage nearly $2 trillion in defined contribution plan assets which belong to over 56,000 plans covering nearly 28 million participants. The distinguished teams are composed of close to 2,000 advisors and many support personnel who have worked to help clients successfully plan for financial retirement from 38 states and Washington, D.C. Companies awarded are celebrated for the positive impact they have on the nation’s private retirement network.

Matt Cassell, President of Commercial Banking, says, “We’re honored to receive national recognition for the work we do to help clients meet their organizational objectives and their plan participants meet their retirement goals. Our team of local professionals extends its expertise to organizations of all sizes looking for retirement plan consulting and advice. It is rewarding to provide clients and their participants with options to secure their financial future.”

First Western Trust congratulates its Retirement Services associates and is proud of this team’s dedication and contributions to its clients and the company.

The list of NAPA’s Top DC Advisor Teams, will be published in the Spring issue of NAPA Net, the Magazine, which is available online at https://bit.ly/2021DCteams.

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 maintains operations in Colorado, Arizona, Wyoming, and California. Based on a mission to be the best private bank for the western wealth management client, First Western Trust provides a fully integrated suite of wealth management services on a private trust bank platform, which includes a comprehensive selection of deposit, loan, trust, wealth planning, and investment management products and services. First Western Financial, Inc.’s common stock is traded on the NASDAQ Global Select Market under the symbol “MYFW.” First Western Trust is a Member FDIC; Equal Housing Lender.