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
RESOURCES & INFORMATION
ADVISORS & PLANNERS
KERRY C. WANGSGARD
Vice President of Trust Services
Certified Trust & Financial Advisor
Accredited Estate Planner
801-827-7130
DIRK SAMSON
Vice President of Trust Services
Certified Trust & Financial Advisor
801-215-8564
ERIC BURROWS
Trust Services Manager
801-827-7379
SUZI PALMER
Senior Trust Associate
801-827-7130
JOHN M. LARGENT
President, CEO & Chief Investment Strategist of Members Trust Company
801-827-7130
JASON RITZENTHALER
Co-Chief Investment Officer and Director of Investments & Institutional Business at Members Trust Company.
801-827-7130
KATE BRADDOCK
Vice President and Co-Chief Investment Officer at Members Trust
801-827-7130
Trust and Trust Services provided with Members Trust Company. Trust and investment products are not NCUA/NCUSIF/FDIC insured. May lose value. No financial institution guarantee. Not a deposit of any financial institution.
Trust your Financial Future to America First
Contact a Trust Officer about your estate planning and investment options.
Become a Member
Apply for Loan
Find Location
Careers
