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Picture of Jim Montague
First Western

Senior Trust Officer

As Senior Trust Officer, Jim is responsible for 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. Jim serves as the point of contact into the Denver legal community, conducts seminars for local officers, and educates colleagues and trust officers within First Western on fiduciary topics and sales acumen.

Jim brings more than 25 years of experience in the legal field and financial industry to his role at First Western. He enjoys making a positive difference in the lives of his clients and coworkers each day while working through the technical aspects of estate planning that are intellectually challenging and never routine.

He currently holds a board position with the Gift of Jazz and is Juris Doctorate and former member of the Legislative Subcommittee of the Illinois Corporate Fiduciary Association. Jim is a Chicago native who has also lived in San Francisco, Boston, and Scottsdale before recently settling in Colorado. Outside of work, he enjoys hiking, analog photography, and spending time with his wife and two children.



Getting to Know James

What do you like most about what you do?

Making a positive difference in the lives of our clients and my coworkers each and every day. I also like the technical aspects of estate planning. It is intellectually challenging and never routine.

What is your idea of perfect happiness?

Having my family all here in Denver where I can see them regularly. On a more individual level, creating a photograph that generates a reaction from those that see it.

What is your motto?

If we want people to use our products, our products must be usable.

Credentials

  • Bachelor of Music from the Chicago Musical College at Roosevelt University. 
  • Presser Foundation Scholar.
  • J.D. from Loyola University Chicago School of Law
  • Loyola Consumer Law Reviewer, Loyola Scholar. 

Involvement 

  • Board Member, Gift of Jazz.