Capital First Trust Company
Levi Dax has experience in marketing and communication initiatives at Capital First Trust Company. Prior to this, Levi held roles such as Account Executive at iHeartMedia Milwaukee, Staffing Manager at Robert Half, and Supervisor at University of Wisconsin-Milwaukee. Levi also has experience in new business development and accounting at Tweet/Garot Mechanical, Inc., event marketing at Beechwood Sales and Service, and order entry at KI. Levi's educational background includes a Bachelor's degree in Business Administration and Management from Lubar College of Business.
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Capital First Trust Company
Capital First Trust Company is an independent South Dakota chartered trust company. We serve as trustee and trust administrator for Settlement Trusts and Advisor Directed Trusts. Capital First administers over 1,450 trusts, including over 250 Special Needs Trusts, throughout the country. Our mission is to provide our beneficiaries with exceptional trust administration and customer service. The hallmark of Capital First's approach to superior customer service is the assignment of a dedicated Trust Officer to each beneficiary. Each beneficiary develops a personal relationship with their Trust Officer and as a result the Trust Officer can better serve that client in a more personalized fashion.