Property & Planning: Building Blocks of a Lasting Legacy

Whether buying, selling, or planning ahead, real estate plays a critical role in shaping your financial future. But understanding how property ownership ties into title, trusts, and estate planning can be complex.

This informative panel brings together experts in real estate, title services, and estate law to help you connect the dots. You’ll learn how to safeguard your investments, streamline the transfer of assets, and make informed decisions that protect both your property and your peace of mind

This event is open to CREW members and non-members.

**Please note November’s luncheon will be held at Pelican Lakes Resort & Golf inside the Banquet Room**

Meet the Panelists

Lisa Larsen, Attorney and Shareholder | Fischer, Brown, Bartlett, Larsen & Irby, P.C.

For more than two and a half decades, Lisa has specialized in providing strategic estate and wealth transfer planning services for clients with complex and sophisticated legal needs. Lisa also advises fiduciaries in trust and estate administration as well as probate, and assists in the preparation and filing of gift and estate tax returns. She enjoys collaborating with her clients’ other advisors, including accountants, investment advisors, insurance professionals and financial planners to achieve optimum estate, tax and financial goals.

Keri Roark, Senior Sales and Development | Fidelity National Title

Originally from Summit County, Keri Roark attended the University of Wyoming before beginning her career in title insurance. With 21 years of industry experience—10 of those with Fidelity National Title—she is passionate about relationship-based sales and is dedicated to being a trusted resource for real estate professionals. Keri focuses on building lasting connections and delivering value that helps clients succeed in an ever-changing industry.

Banner Combs, CTFA,Senior Vice President, Trust Officer III | First Western Trust Northern Colorado

As an SVP, Trust Officer III for Northern Colorado, Banner is responsible for leading the Northern Colorado trust team, staying actively engaged in trust management and administration activities for Northern Colorado trusts and partnering with the local team on relationship management for high-net-worth wealth clients. In her role as a Trust Officer, Banner reviews and interprets trust and estate documents, including trust agreements, wills, federal estate tax returns and fiduciary income tax returns. She provides oversight and management of the trust administration activities for Northern Colorado trust and estates. Banner brings a human touch to the role of Corporate Trustee, and in doing so, she is able to develop fiduciary and wealth management relationships by working closely with the clients and their legal, tax and wealth management advisors. She provides a comprehensive approach to help identify the objectives for the relationship and ultimately meeting the clients’ goals

Moderated By:

Tracy Katz, Portfolio Manager and Wealth Planner| First Western Trust Northern Colorado

Tracy is a 20 year resident of Fort Collins with over 26 years of experience in the banking and wealth management industry. Following graduation with a Sociology degree from Western Michigan University in Kalamazoo, Michigan, she continued to pursue a career in banking leadership and lending services, finding alignment between her desire to help and support people in pursuit of solutions to societal problems, with the long-term relationships and financial solutions developed with clients and staff in community banks. As a portfolio manager and wealth planner, she continues to leverage her love of analysis and research to guide and advise clients on their financial journey. Tracy is also active in her community, serving as the current board chair of the Poudre School District Foundation and Crossroads Safehouse.