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AMERICA FIRST CREDIT UNION TRUST SERVICES

America First is here to help you with your financial well-being, and that care takes place during your life and even after you've passed on.

To help you achieve your personal and financial objectives, America First proudly offers a full range of Trust and Estate Planning Services.

We can help you achieve your goals and objectives when developing your estate plan, and assure your personal wishes are carried out correctly.

  • Investment management services
  • Estate Planning
    • Trusts
    • Last will & testaments
    • Probates
    • Powers of Attorney
    • Advanced healthcare directives
  • Professional trust administration
  • Professional estate settlement
  • Retirement Planning
    • 401 (k) plans
    • Rollover IRA and Roth IRA accounts
    • Inherited IRA accounts (SECURE ACT)
    • Trusteed IRA accounts
    • Social Security & Medicare planning
  • Charitable trusts and foundations
  • Deceased member account counseling 

Vice President of Trust Services

Certified Trust & Financial Advisor

Acredited Estate Planner

801-827-7132

KERRY C. WANGSGARD

Mr. Wangsgard is the Vice President and Director of Trust Services for America First Credit Union. He has 35 years of experience working with and advising members in Estate Planning. He graduated from the National Trust School and the National Graduate Trust School. In the past, he has served as Treasurer, Secretary, Vice President, and President of the Salt Lake Estate Planning Council. He has also served as a board member for the American Red Cross and the Planned Gifts Committee for Primary Children’s Hospital. Mr. Wangsgard is a Certified Trust & Financial Advisor, a Certified Financial Services Counselor and an Accredited Estate Planner. In addition, he is a current member of the Salt Lake Estate Planning Council, the Utah Apartment Association and the Ogden Noon Exchange Club.

Mr. Wangsgard's main objective is to help members get their estates to the right people at the right time in accordance with their wishes and objectives in the most efficient manner.

Call today for an appointment at (801) 827-7130.


DIRK SAMSON

Dirk Samson is a Vice President and Trust Officer with America First Credit Union, where he provides personal trust services the credit union. With more than 20 years of proven experience in trust administration, estate settlement, and investment management services, he’s passionate about informing credit union members and estate planning attorneys on AFCU’s notable professional executor and successor trustee services.

With a passion for providing exceptional member service and deep knowledge of world economics, Dirk provides members with custom-tailored and executable strategies, providing them with a sense of security. A graduate of Grand Valley State University with a Finance degree, Dirk is a Certified Trust and Financial Advisor, and a member of the SLC Estate Planning Council.

Dirk is an active member of his community including chairing the Planned Giving Advisory Committee for Salt Lake Community College, which provides educational scholarship to deserving and qualified students. He also is a regular volunteer at animal sanctuaries and rescue organizations and is an avid year-round outdoor enthusiast.

Call Dirk today for an appointment at (801) 215-8564.

Vice President of Trust Services

Certified Trust & Financial Advisor

Acredited Estate Planner

801-215-8564

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