DENVER, Colo. – August 8, 2013 – First Western Trust is proud to announce the appointment of Paula Hendrickson, CFP®, C(k)P™, to the inaugural Allianz Global Investors Defined-Contribution (DC) Advisory Board. The Allianz Global Investors DC Advisory Board is a new initiative for AllianzGI, an asset management company of Allianz SE. The objective of the board is to bring together leaders in the marketplace to share insights about DC products, tools and best practices. As First Western’s Director of Retirement Services, Paula brings over 25 years of experience in retirement issues and the defined-contribution marketplace to the advisory board.
Commenting on the appointment, Glenn Dial, Head of US Retirement Distribution at Allianz Global Investors, said:
“As a top-tier financial advisor with unique expertise on retirement-related issues, Paula’s involvement and ideas are essential to addressing the many complex questions that currently face the DC marketplace. We are excited to have her join the Allianz Global Investors DC Advisory Board.”
Paula earned her Bachelor of Arts in Business Administration and Accounting from Western State College. She is a member of the Financial Planning Association and has been recognized by 401k Wire as one of the Top 50 Advisors for two years in a row.
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.