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Kat joins the First National Boulder team as Director of Trust Services. In this role, she attends to the needs of trust, investment management, estate and conservator accounts. She collaborates with business partners to address the holistic financial needs of clients, with a dedication to delivering exceptional service.
Kat joined First National Bank in May of 2019 after extensive work with Bank of America Private Bank as a Trust Officer in Providence, Rhode Island. Prior to her role in Providence, she also worked in risk management and at a boutique trusts and estates firm.
Kat obtained a Bachelor of Science in Criminal Justice from Champlain College and a Juris Doctor degree from Vermont Law School. Kat currently holds a Juris Doctorate and an admission to practice law in the Commonwealth of Massachusetts.
In her free time, you can find Kat hiking with her chocolate Labrador Retriever, Chip, but she also makes time for skiing and cooking for friends. Kat has a deep sense of community and enjoys giving back through her work as a Fiduciary Officer as well as through volunteering. While living in New England, Kat was involved with youth mentoring and looks forward to finding new opportunities to assist her community in Boulder.
I feel passionate about being entrusted to help clients navigate through a sensitive time, whether it be dealing with a loss, or preserving family wealth and honoring a legacy, I am there to provide support.
Investment products are: Not a Deposit • Not FDIC Insured • Not Insured by any Federal Government Agency • Not Guaranteed by the Bank • May Go Down in Value
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