First Western Trust’s Retirement Services Team Named One of the Nation’s Top DC Advisor Teams in 2023 for Third Consecutive Year

July 4, 2023

DENVER, CO — First Western Financial, Inc. (NASDAQ: MYFW), is honored to announce that its Denver-based Retirement Services Team has been named a National Association of Plan Advisors (NAPA) top defined contribution (DC) team for the third consecutive year. Reserved specifically for DC advisor teams who advise over $100 million in assets, this national honor recognizes First Western as one of the best retirement plan advisory firms in the country.

“We are honored to be named by NAPA as one of the nation’s top institutional retirement plan advisory firms for the third year in a row,” said Kristin Jacobson, SVP and Director of Retirement Services at First Western Trust. “We strive to provide clients with exceptional service and a consultative approach. Our team believes that the highest level of plan success is positioning a company’s participants for retirement readiness.”

First published in 2017, the NAPA list of top advisor teams focuses on recognizing individual firms whose teams provide defined contribution (DC) services to community members at a single office location. The Retirement Services Team at First Western Trust is thrilled to be recognized for its dedication to providing quality retirement planning solutions to the Denver community.

“Receiving national recognition is certainly an honor and testament to our clients who put their trust in our team of local, experienced advisors,” said Matt Cassell, Chief Banking Officer. “We appreciate the opportunity to help companies and their employees select options that will meet their retirement goals.”

For more information, please contact Aimee Meester at aimee@madisontaylormarketing.com or (303) 500-3265.

About the National Association of Plan Advisors

The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C., area. More information about NAPA is available at napa-net.org.

About First Western Financial, Inc.

Headquartered in Denver, Colorado, First Western Trust (FWT) is a private bank that provides comprehensive wealth management services to western-based clients such as high-net-worth individuals, families, and business owners whose financial situation requires a more personalized approach retail banks cannot offer. With offices in Colorado, Arizona, California, Wyoming, and Nevada, FWT offers a full range of personalized services, including private banking, commercial banking services, mortgage services, investment management, and trust and estate services. With a focus on long-term relationships, FWT’s experienced team of professionals provides tailored solutions to help clients achieve their financial goals and preserve their wealth for future generations.

Deposit products, loans and lines of credit are offered through First Western Trust Bank, Member FDIC | Equal Housing Lender | NMLS#477166
Investment and Insurance products are: Not a Deposit | Not FDIC Insured | May Lose Value | Not Bank Guaranteed | Not Insured by any Federal Government Agency