Scottsdale, Ariz. – January 22, 2015 – First Western Trust is pleased to announce Vice President and Senior Trust Officer Katie Hill has been newly certified as an Accredited Estate Planner® by the National Association of Estate Planners & Councils.
As part of First Western Trust’s Scottsdale office, Katie works with clients to understand their goals for their families, businesses and legacies and develops plans using trust and estate planning to meet their objectives. She also is responsible for ensuring that all trust policies and procedures are being met.
“In our market, few trust officers have achieved this designation.” said Trish Stark, president of First Western Trust, Scottsdale. “We are so proud of Katie for furthering her expertise so we can continue delivering the highest level of service to our clients.”
The National Association of Estate Planners & Councils (NAEPC) is a national organization of professional estate planners and affiliated local Estate Planning Councils focused on establishing and monitoring the highest professional and educational standards. The AEP® designation is awarded to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.
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.