Marsha Harbert, a senior trust officer with Two Rivers Trust Co. in Grand Junction, has earned the Certified Trust and Financial Advisor designation.
The Institute of Certified Bankers, a subsidiary of the American Bankers Association, awards the designation to advisors who pass an exam, demonstrate experience and education in the trust profession and agree to abide by a code of ethics. The exam covers ethics as well as fiduciary and trust activities, financial planning, investment management and tax law and planning.
“It’s a unique body of knowledge to study. I’m just glad that I had a number of years experience prior to taking the exam,” Harbert said.
Harbert worked as a paralegal and then a trust officer with a regional bank before joining Avant-Garde Advisors in Grand Junction and then joining with Staci Adleman to launch Two Rivers Trust earlier this year. In her new position, Harbert administers trusts, estates and retirement and agency accounts as well as advises clients on charitable planning, estate tax and financial issues.
“Earning the CTFA designation validates Marsha’s experience and depth of education in the trust business,” Adleman said.
Doug May, the mountain west regional manager for Avant-Garde Advisors, helped Harbert and Adleman launch Two Rivers Trust in part to meet demand for the services of a local trust company. “We realized that we had the nucleus of a great team with Staci and Marsha, so I encouraged them to go independent and follow their passion,” May said.
Two Rivers Trust operates offices at 744 Horizon Court, Suite 350. For more information, call 628-1944 or visit www.TwoRiversTrust.com.