First Western Trust
Dan Spoelma serves as Senior Vice President at First Western Trust since August 2020, following a similar role at Pinnacle Financial Partners from January 2019 to August 2020. Prior to that, Dan held multiple senior positions at ServisFirst Bank, including Senior Vice President of Commercial Banking and Vice President, Credit Officer, where responsibilities encompassed managing underwriting processes and strategic direction. Business development and relationship management were key focuses while at BBVA Compass as Vice President. Additionally, Dan contributed to commercial real estate lending at Advantage Bank and marketing efforts for Sierra's Race Against Meningitis. Early career experience includes a role as Assistant VP at Home State Bank. Dan earned a Bachelor of Science in Business Administration with a concentration in Finance and Real Estate from Colorado State University.
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First Western Trust
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First Western Trust strives to be the best private bank and trust company for the Western wealth management client, providing comprehensive tailored solutions and access to a local team of experts. With over $6 billion in affiliated assets under management or advice, First Western offers a unique combination of institutional quality investment management and a variety of financial services including wealth planning, investment management, private banking, personal trust, philanthropic services, retirement consulting, insurance and mortgage services. Built specifically for the new economies of the West, the firm has offices in Arizona, California, Colorado and Wyoming.