Tracy Katz, Awma® Email & Phone Number

Tracy is a banking and wealth management services professional who has been working in the financial services industry over 20 years. As a relationship and portfolio manager for wealth management clients, she provides tailored advisory solutions to high net-worth individuals, their families, and businesses.“Fort Collins is a great place where people live, work, and play. Once you get here, you understand why it’s rated one of the best places to live in the US. It’s a city full of smart, compassionate individuals, and I have to be my best every day to impress them and keep their business. It’s pretty common to meet with a client at 4:00 on Friday and see my clients head into the mountains for a weekend of adventure right after. And it’s a really good week if my car is packed and ready to go, too!”Prior to working in Wealth Management, Tracy was a lender and branch manager for 11 years. She learned that the way to provide the highest level of service for the customer is to break down silos and work as a team. Tracy brings these lessons to her current role at First Western Trust to create client moments where her customers are valued and feel like family. Before moving to Colorado, Tracy was a customer service specialist and controller for a small credit union in Kalamazoo, Michigan. She has worked in banking since 1999.Email Tracy at tracykhand@gmail.com if you’d like to discuss wealth management at First Western Trust, developing your business, or what to do in the Colorado sunshine this weekend. She’s always got a few ideas to share!

Listed skills include Banking, Small Business Lending, Cross Selling, Consumer Lending, and 10 others.