First National Wealth ManagementPrivate Client Advisors
Boulder
 | Alden Sherman, CWS® Alden is a Private Client Advisor for First National Wealth Management in Boulder and metro Denver. He brings over 24 years of experience in the financial services industry, and has held positions with JPMorgan Private Client Services, Fidelity Investments, UBS and Janus funds. Alden provides private client advisor services for personal and institutional investment and Retirement Plan Services clients. He received his Bachelor of Arts degree from the University of Colorado in Boulder and a Master of Business Administration and Master of Science in Communications from Boston University in Boston, MA. He serves on the Board of Trustees for the Colorado Music Festival, is a member of the Investment Committee for the Boulder Community Foundation and is a member of the Advisory Board of the CU Art Museum. |
Fort Collins
 | Isaac Essay, CWS® Isaac Essay is a Certified Wealth Strategist and has been a financial advisor more than 8 years specializing in retirement planning and retirement income planning. He also holds FINRA Securities license Series 7, 63 and 66. He enjoys working with business owners and people that are near or at retirement and takes a comprehensive approach to Wealth Management. After listening to what his clients are trying to accomplish, he will then look at their entire financial picture and identify gaps or problems not consistent with the stated goals and produce solutions that are of value. Isaac graduated from Chadron State College in Western Nebraska with a major in Finance and minor in Economics. Isaac's interests include hunting, fishing, watching college football - especially the Nebraska Cornhuskers and spending time with his wife (Leslie) and daughter (Ava). |
 | Chad Jones, CFP® As Vice President and Private Client Advisor, Chad is responsible for providing relationship services to personal investment clients. Chad also manages the financial planning area for First National Wealth Management. He began his finance career in 1992, joined First National Bank in 2001 as a Private Banking Officer and has been with Wealth Management since 2005. Chad received a Bachelor's degree in Finance from East Tennessee State University and also earned a Master's degree from Colorado State University. He currently serves as President of the Fort Collins Museum Foundation, Vice President of the Discovery Science Center and formerly served on the Boards of the High Plains Environmental Center and High Plains Foundation. Chad is a CERTIFIED FINANCIAL PLANNER™ and a member of the Financial Planning Association. |
Greeley
 | Willoughby Hume, CTFA, CWS® A Colorado native, Will brings over 25 years of trust and banking experience to First National Wealth Management. He began his career as Corporate Trust Officer with First Interstate Bank of Fort Collins and was Senior Vice President of Trust Company of America before serving as Operations Manager for ROI Analytics. Will obtained both a Bachelor of Science in Administration and a Master's degree in Finance from Colorado State University. He also holds the Certified Trust & Financial Advisor (CTFA) designation, the Certified Wealth Strategist (CWS) designation, and FINRA Securities license Series 7 and 63. His community involvement includes serving as Treasurer of the Rotary District 5440 Foundation, Treasurer of University Schools Board of Governors, North Colorado Medical Center Planned Giving Committee, Colorado Planned Giving Roundtable, Northern Colorado Estate Planning Council and Greeley Mayor's Business Advisory Group. Will was selected as the Centennial Rotarian of the Year in 2004-05, 2006-07, and 2008-09. |
Securities provided by First National Capital Markets, Inc. (FNCM), a registered broker/dealer and registered investment advisor. Member FINRA and SIPC. Advisory services may only be offered by Investment Advisor Representatives in connection with an appropriate FNCM Advisory Services Agreement and disclosure brochure as provided. Investment products are: Not FDIC Insured • May Go Down in Value • Not a Deposit • Not Guaranteed by the Bank • Not Insured by any Federal Government Agency.
Banking products and services offered through First National Bank, a division of First National Bank of Omaha.
