FORT COLLINS, Colo. – AUGUST 7, 2013– First Western Trust is pleased to announce Tom Behr, senior vice president, and Cindy Bragdon, vice president, trust officer, have earned their CFP® certification, adding to a growing list of CFP® professionals in the Northern Colorado office. This prestigious industry certification is the standard for demonstrating excellence for competent and ethical personal financial planning.
Tom, a senior vice president, joined First Western in 2004 and works closely with clients to develop and manage comprehensive wealth management solutions. His areas of focus include retirement transition planning, portfolio management, estate planning, business succession and life insurance planning. He has a Bachelor of Arts from St. John’s University and a financial planning degree from the College for Financial Planning. Tom is a member of the St. Joseph Finance Council and is an active volunteer with several nonprofits in Northern Colorado.
Cindy, vice president and trust officer, has been a member of First Western’s Northern Colorado office management team since 2006 where she supports wealth management and investment planning as well as oversees the management and administration of fiduciary/trust accounts. Cindy holds the Certified Trust & Financial Advisor certification issued by the American Bankers Association, a bachelor’s degree from Colorado Christian University and a financial planning degree from the College for Financial Planning. Since 2003, Cindy has served on the board of Project Self-Sufficiency and is currently president-elect for 2013-2014. She has served on the Regional Development Council of the Community Foundation of Northern Colorado since 2011.
“First Western’s services are integrated through ConnectView, a proprietary approach to understanding a client’s entire financial picture including business, personal and philanthropic areas of focus,” said Kristi L. Benningsdorf, president of First Western’s Northern Colorado office. “The comprehensive nature of this certification directly supports our connected approach and reinforces Tom’s and Cindy’s expertise as well as their high ethical and professional standards.”
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.