Boutique Wealth Management Firm & Private Bank in Northern Colorado
Northern Colorado is one of America’s fastest-growing regions and has regularly been selected as one of the Nation’s top places to live. Our Fort Collins team is made up of experts in private banking and wealth management who have a strong heritage and commitment to Northern Colorado. As a company with a local presence, First Western Trust is committed to making a difference by giving back to the community, region, and nonprofits through both sponsorships and service.
At First Western Trust, we believe clients receive long-term benefits from a truly integrated approach to wealth management. By focusing on what matters most to each client, we are able to assist our clients in meeting their goals and dreams through investment management, private banking, trust and fiduciary services, insurance, and wealth management.
Given our long team’s long history in the region, our clients understand the deep commitment of our bank in Northern Colorado and our surrounding communities. Our dedication, combined with our expertise and cohesive team environment, results in a high level of personal service, reliability, trust, and expertise.
We welcome you to First Western Trust, one of the premier private banks in Northern Colorado and the Colorado region. If you’d like to learn more about the Northern Colorado wealth management and banking team and our commitment to be the best private bank for the Western wealth management client, please click on any name below or contact us directly.
Our Northern Colorado Leadership Team
As Regional President, Josh is responsible for managing the operations and associates of First Western Trust’s regional offices. Josh proactively seeks new business solution opportunities and strengthens relationships with current clients.
Tom Behr, CFP®
As Market President, Tom is responsible for building and strengthening client relationships in wealth planning, investment management, commercial and consumer lending, and private banking.
Our Northern Colorado Wealth Management & Private Banking Team
Cindy Bragdon, CTFA, CFP®
As Vice President, Wealth Advisor and Trust Officer, Cindy partners with the Northern Colorado wealth management team to develop and manage client relationships and build successful trust and estate plans to help them reach their goals.
Banner Combs, CTFA
As Vice President, Trust Officer for Northern Colorado, Banner is responsible for the trust management and administration activities for all Northern Colorado wealth management and trust clients.
As Relationship Management Associate, Investment Management, Stephanie is responsible for fostering relationships, client services, and administering investment accounts.
As a Loan Associate in our Northern Colorado office, Marissa is responsible for administering and overseeing loan relationships and partnering with the lending team to introduce new and existing clients to the wealth management approach of First Western.
Denai Thornton, CFP®
As Vice President, Relationship Manager, Denai is an integral part of our Northern Colorado wealth management team and is responsible for the management of client relationships.