Rena manages the onboarding process for our new clients, opening accounts and processing transfers, and generally ensuring a smooth transition. Clients appreciate that there is a dedicated person here to personalize their experience, help with whatever needs they have, and address their requests in a prompt and efficient manner.
Rena has been with First Western Advisors since 2004. She has worked in our operations department for approximately 13 years. In addition, Rena assists our team as a broker assistant. She began her career here in the licensing department and moved to new accounts and transfers a few years later.
Rena is a Utah-certified firearms permit instructor and an NRA basic pistol instructor.