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Innovation, inspiration, drive and dedication.

At First Western, we share an uncommon entrepreneurial edge, possessing diverse backgrounds and impressive credentials. Our ability to think creatively and build a solid plan for execution supports a thriving culture and promotes continued success throughout our organization.

With an innate desire and ability to inspire and motivate others to achieve success, we are dedicated to our clients, our fellow associates, and the ongoing strength and growth of the company.

Executive Team

Our executive team consists of ten leading individuals from across the organization who provide significant experience in wealth management, private banking, financial services, and strategy.

Scott C. Wylie

Scott C. Wylie

In 2002 recognizing the need for an integrated approach for delivering financial services to the growing affluent market Scott Wylie co-founded First Western Trust.

Rebecca Cordes

Rebecca Cordes

Rebecca is executive vice president, support services, First Western Trust, and director of human capital, First Western Financial, Inc.

Julie Courkamp

Julie Courkamp

Julie joined First Western in September 2006 as controller and earned several promotions. She was promoted to chief financial officer in September of 2013.

Debra Silversmith

Debra Silversmith

As Chief Investment Officer, Debbie is responsible for developing First Western’s overall investment strategy and leading the company’s Investment Policy Committee.

Dawn Thompson

Dawn Thompson

As Chief Credit Officer, Dawn Thompson is responsible for the asset quality of the organization, including private banking, commercial, and real estate loans.

Daniel C. Thompson, CFP®

Daniel C. Thompson, CFP®

Dan is responsible for the overall direction and strategy of the Arizona team and is involved with all aspects of client relationship management.

Alexis Owen

Alexis Owen

As Director of Brand, Alexis leads the company’s external and internal branding initiatives, including marketing, corporate social responsibility programming, and culture.

Josh Wilson

Josh Wilson

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.

Gary Lutz

Gary Lutz

Gary Lutz, president of product groups and commercial banking, is responsible for growing and leading the company’s teams of subject matter experts.

Tina Ballard

Tina Ballard

Tina Ballard is director of Human Capital.

Presidents & Chairmen

Our presidents and chairmen are experts in the private banking, wealth management, and investment management and provide strategic direction for our local offices.

Trish Stark

Trish Stark

As President, Trish is responsible for building and strengthening new and existing wealth, investment management, trust, and private banking client relationships.

Charles Bantis

Charles Bantis

As President of our Aspen office, Charles is responsible for the day-to-day operations and business development of the Aspen team.

Jeremy Nicholas

Jeremy Nicholas

As President of the DTC office, Jeremy leads the investment management, private banking, and wealth management teams in delivering tailored solutions to our clients.

Matt Gorr

Matt Gorr

As Chairman, Matt is responsible for building and maintaining client relationships in the Boulder community.

Suzanne Johnson

Suzanne Johnson

Suzanne Johnson, president of First Western Trust’s Denver office, is responsible for building and strengthening new and existing client relationships.

 Eric Long

Eric Long

Eric is responsible for building and strengthening client relationships in commercial and consumer lending, including all aspects of private banking. 

Chad Maze

Chad Maze

As President of our Phoenix office, Chad is responsible for building and strengthening new and existing wealth, investment management, trust, and private banking client relationships for First Western Trust. 

Timothy A. Morphy

Timothy A. Morphy

Tim is president of First Western Trust, Century City. He joined First Western’s predecessor firm, Ryder Stilwell Investment Advisors in 1995.

 Kay Jones

Kay Jones

As Chairman, Kay is responsible for growing and maintaining client relationships in wealth planning, investment management, private banking, and trust and estate planning.

Jim Gersack, CFP®

Jim Gersack, CFP®

As President of the Jackson Hole office, Jim is involved in all aspects of client relationships, wealth and investment management, business development, and the day-to-day operations of the office.

Jim Sprout

Jim Sprout

As Chairman, Jim is responsible for the general leadership of the Northern Colorado office and ensures the overall good of client relationships particularly in the area of wealth management services.

Kristi L. Benningsdorf

Kristi L. Benningsdorf

As President, Kristi is responsible for the day-to-day management and business development of the Northern Colorado.

Omar Chyou

Omar Chyou

As President, Omar Chyou will be responsible for building and strengthening client relationships in wealth planning, investment management, commercial and consumer lending, and private banking.

Holding Company Board

Luke A. Latimer, EVP/Treasurer of R&L Development Company in New Alexandria, PA.

David R. Duncan,  President & CEO of Silver Oak & Twomey Cellars, Oakville, CA.

Robert R. Bennett, former CEO and President of Liberty Media,  Englewood, CO.

Thomas A. Gart, President of The Gart Companies, Denver, CO.

Patrick H. Hamill, Chairman, President & CEO, Oakwood Homes, LLC., Erie, CO.

Mark L. Smith, Founder and Development Partner of East West Partners, Inc., Denver, CO.

Eric D. Sipf, former CEO of PacifiCare of Colorado.

Joseph C. Zimlich, CEO of Bohemian Companies, Ft. Collins, CO.

Martha Crawley Tracey, Vice President of Crawley Ventures, Inc., Denver, CO.