Vice President | Wealth Advisor | Trust Officer | Northern Colorado
As Vice President, Wealth Advisor and Trust Officer for First Western Trust, Northern Colorado, Cindy develops and manages client relationships in the wealth management and financial planning areas. In addition, she is involved in the oversight and administration of the Bank’s fiduciary activities, including new account acceptance, trust and estate administration, and compliance with the Bank’s trust policies and procedures. Cindy has over 10 years of experience in financial and wealth planning. Prior to joining First Western, she spent more than 25 years as a trusts and estates paralegal with extensive experience in trust administration and probate. Cindy has served more than 12 years on the Board of Project Self-Sufficiency, a local non-profit serving low-income single parents and currently serves on the Regional Development Council for the Community Foundations of Northern Colorado.
Getting to Know Cindy
What do you like most about your job?
Our team in NoCo is outstanding! Not only does the team possess exceptional expertise in all areas of financial management and wealth advising but it’s also cohesive. Each member is an important part of the synergy and collaboration. We truly have our clients’ best interests in mind in all that we do. Helping clients plan for the future in our wealth planning process is both rewarding and energizing.
If applicable, how does your involvement with the community fulfill you?
My involvement in Project Self-Sufficiency gives me a sense of giving back, but mostly making the world a better place. Helping single parents become self-sufficient is my version of fulfilling the Biblical calling of helping the helpless and giving people hope.
What do you believe is your best quality?
Willingness to step up and do my part in a team project or in a client’s situation. My role as Trust Officer often requires a commitment of time, energy, emotion and expertise to help in all aspects of a client’s life. The same is true in a planning scenario; helping people identify and meet their lifetime goals, financial and otherwise, through sincere listening and creative planning.
Credentials
- Bachelor of Science in Business and Organizational Management from Colorado Christian University
- Certified Financial Planner (CFP®)
- Certified Trust & Financial Advisor (CTFA®)
Involvement
- Board Member, Project Self-Sufficiency
- Board Member, Regional Development Council of the Community Foundation of Northern Colorado
- Board Member, Planned Giving Advisory Council of the Poudre Valley Hospital/Medical Center of the Rockies Foundation