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.

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Capital First Trust Company

Capital First Trust Company's headquarters in Milwaukee, WI, United States

Chris Foregger

Emily Ockenga

Arjun Sawhney

James Creel

Dave Armstrong

Dan Ehrmentraut

Adam Stern

Kristin Beres

Trust Operations Team

Leadership Team

Capital First Trust Company

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Trust Operations Team

Leadership Team

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