Denver, Colo – December 12, 2014 – First Western Trust is pleased to announce a new addition to its Cherry Creek team. As Private Banker, Erika Klumker-Moe partners with new and existing clients to build and strengthen their banking relationships.
Prior to joining First Western Trust, Erika was a teller supervisor at Heartland Bank, where she was responsible for managing the operations department as well as training new employees on banking regulations, compliance policies, and computer systems. Before her experience as Teller Supervisor, Erika was a sales service representative for First Citizens Bank where she worked with internal account reports and assisted clients with their daily operational needs.
“We are excited to have Erika join our team,” said Marty May, president of First Western Trust’s Cherry Creek office. “The expertise that Erika brings in banking and building relationships with her clients will help us strengthen our ability to create tailored strategies for our clients.”
About First Western Trust
First Western Trust’s mission is to be the best private bank for the Western wealth management client. The integrated wealth management firm delivers a complete package of goals-oriented wealth advisory services to clients that have a uniquely Western spirit from its 11 offices in Colorado, Arizona, California, and Wyoming.
Through its proprietary ConnectView service model, First Western delivers tailored solutions, spanning wealth planning, private banking, investment management, trusts and estates, insurance, philanthropic advisory, and retirement services to help meet its clients’ interconnected, and often complex, personal, business, and philanthropic needs.