President and Chief Executive Officer
Herb has more than 33 years of experience in the banking, trust and financial services industries. He held executive positions with major financial institutions prior to forming Investors Independent Trust Company in 1996. Herb received his B.S. in Business Administration from the University of Illinois and his M.B.A. from Pepperdine University. He also completed the Canon Trust School. He is president of the Association of Colorado Trust Companies and is a past president of the Boulder County Estate Planning Council. Herb also served as president of the Association of Independent Trust Companies, a national trade group representing trust companies throughout the country with more than $48 billion in assets under management.
Senior Vice President and Trust Officer
Jan has over 28 years of experience in the areas of Personal and Institutional Trust Administration, Trust Operations and Trust Investments. Her strong customer service skills along with her analytical and problem solving abilities enhances the relationships with the clients. Jan formerly managed the Trust Department for Valley Bank & Trust and was a Trust Officer with UMB Bank for 15 years. She received her B.S. degree from Southern Nazarene University and graduated from the ABA National Trust School and ABA Graduate Trust School.
Beth's trust career began in 1996 as a Senior Legal Assistant for Merrill Lynch where she worked on trust related matters until October of 2002 at which time she joined Investors Trust as Trust Administrative Assistant. Beth was promoted to Trust Officer in 2012 and has since attended and graduated from Cannon Financial Trust School with Honors and obtained her certification as a CTFA, Certified Trust and Financial Advisor.
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