Fort Collins, Colo – October 31, 2013 – First Western Trust is pleased to announce a new addition to its Northern Colorado team. As Private Banker, Kim Schroeder will foster client relationships and help clients meet their financial needs through a connected approach to wealth planning.
Prior to working at First Western, Kim worked at Academy Bank where she found her passion for helping clients reach their financial goals by building a solid banking foundation. Kim has a strong connection to the local community, having earned her Bachelor of Science in Business Administration at Colorado State University as well as her certificates in supply chain management and human resource management.
“Kim’s passion for learning sets her apart,” said Kristi Benningsdorf, president of First Western Trust’s Northern Colorado office. “Kim’s enthusiasm not only to learn about all of the services that we offer but also to truly understand the full scope of our clients’ financial pictures will further assist us in delivering tailored solutions to reach our clients’ goals.”
About First Western Trust
First Western Trust is uniquely positioned as the best private bank for the Western wealth management client by providing tailored solutions in the areas of wealth planning, private banking, investment management, and trusts and estates to meet client’s complex financial needs. With further specialties in retirement services, insurance, philanthropic services, and business banking, First Western delivers direct access to subject matter experts and sophisticated services through local, team-based relationships. First Western’s services are integrated through ConnectView, a proprietary approach that considers a client’s entire financial picture in designing integrated solutions to reach short- and long-term goals. Built specifically for clients based in the West, the firm has offices in Arizona, California, Colorado, and Wyoming.