Kristin Jacobson, AI F®
About Kristin Jacobson, AI F®
Kristin Jacobson serves as the Vice President of Retirement Services at First Western Trust, where she has worked since 2012. She specializes in developing customized education programs and provides institutional investment advice to enhance client retirement programs.
Work at First Western Financial
Kristin Jacobson serves as the Vice President of Retirement Services at First Western Trust. She has held this position since 2012, contributing to the firm's focus on enhancing client retirement programs. In her role, she manages retirement plans across several states, including Colorado, California, and Tennessee. Jacobson develops and implements customized education programs that utilize various formats such as webinars, live meetings, individual consultations, statement messaging, and e-flyers.
Education and Expertise
Kristin Jacobson studied at the University of St. Thomas, where she focused on Finance and earned a Bachelor of Arts degree. Her education laid the foundation for her expertise in retirement services, enabling her to specialize in a range of retirement programs. These include 401(k) plans, Government exempt 401(k) plans, cash balance plans, nonqualified deferred compensation, Employee Stock Ownership Plans (ESOP), and Employee Stock Purchase Plans (ESPP).
Background
Kristin Jacobson has over a decade of experience in the retirement services sector. Since joining First Western Trust in 2012, she has focused on providing institutional investment advice and thought leadership. Her background includes collaboration with national partners to design and deploy solutions aimed at optimizing retirement and executive benefit programs.
Achievements
In her role, Kristin Jacobson has successfully developed and implemented various educational initiatives to enhance client understanding of retirement programs. Her work includes creating tailored education programs that address the specific needs of clients, thereby improving the overall effectiveness of retirement offerings. Jacobson's efforts contribute to the strategic management of retirement plans across multiple states.