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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 

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

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.