New Associates Bring Breadth of Experience to First Western, Cherry Creek
September 23, 2013
DENVER, Colo. – September 23, 2013 – First Western Trust is pleased to announce four additions to its Cherry Creek office: Dane Winter, wealth advisor; Jason Alderson, associate relationship manager, investment management; Lena Barbalyuk, private banker and Sherri Yager, private banker, commercial lending.
“These additions do more than expand our Cherry Creek office: they bring important wealth planning, investment management and banking capabilities to our clients,” said Russ Schmucker, president of First Western’s Cherry Creek office. “Their expertise supports our integrated and comprehensive approach to serving clients.”
Dane Winter, Wealth Advisor:
For the past four years, Dane has worked in the public accounting field for EKS&H LLLP as a tax professional and is a licensed Certified Public Accountant (CPA). He brings significant experience in tax compliance, tax planning and estate planning.
Jason Alderson, Associate Relationship Manager – Investment Management:
Jason comes to First Western from AMG National Trust Bank where he worked in the trust department as well as wealth management operations. Prior to AMG, he worked in banking at JPMorgan Chase and Wells Fargo.
Lena Barbalyuk, Private Banker:
With more than 12 years working in banking, Lena has a broad range of industry experience. Most recently, Lena worked as a sales and service representative at First Citizens Bank. She also worked as a treasury management support specialist at Colorado Capitol Bank and a new accounts representative for Guaranty Bank and Trust.
Sherri Yager, Private Banker – Commercial Lending:
Sherri brings more than 15 years of experience in commercial lending, including franchise lending and commercial loan closings. She previously worked in commercial closing positions at Heartland Bank and Terrix Financial, a commercial mortgage brokerage firm.
About First Western Trust
First Western Trust strives to be the best private bank and trust company 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, 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 for those with an entrepreneurial spirit, the firm has offices in Arizona, California, Colorado and Wyoming.