One of the most unique aspects of First Western Trust is our accessible team of specialists, each of whom possesses deep expertise in their chosen field. From retirement consulting to mortgages, risk management to wealth management, our experts collaborate with our local teams to deliver wealth planning and banking services and solutions customized to each client we work with. Because all of our clients have the ability to work with all of our specialists, First Western Trust is able to deliver wealth management services that are truly holistic and support every dimension of our clients’ wealth.
As President, Residential Mortgage, Alan oversees the sales and service operations for First Western’s residential mortgage division across Colorado, Arizona, Wyoming, and California.
As Director of Client Services, Tina is responsible for overseeing all aspects of private banking activities including the adherence of policies and procedures, service standards, and the ideal client experience.
Trust & Estates
As Senior Trust Officer in the Denver office, James is responsible to overseeing and coordinating activities relative to creating and administering personal and court-ordered trusts, delegated trusts, guardianship and conservatorships, charitable trusts, escrow agreements, and other fiduciary relationships.
Celeste P. Villegas, Esq., CFP®
As Wealth Planning Advisor, Celeste partners with our clients to build disciplined, measurable financial plans. Her goal is to create and help implement a well-thought-out, strategic, purposeful plan that meets our clients’ individual, family, and business objectives.
Suzanne Weller, director of treasury management and sales oversees the sales, implementation, financial analysis, and strategic growth of all Treasury Management activities at First Western Trust.