Employee Spotlight....Jason Calcote

 

Jason Calcote joined Citizens Trust in 2009. As a Trust Officer, he works with clients to ensure their savings, retirement planning strategies, and investments are in line with their life-long ambitions and aspirations.

Jason grew up in Farmington and attended New Mexico State University where he earned a BA in Finance as well as a Masters’ in Business Administration. Since joining Citizens Trust, Jason has earned a CRSP designation from Cannon Financial and an Accredited Investment Fiduciary designation from fi360.

An active member of Farmington Young Professionals and alumni of Leadership San Juan, Jason enjoys being involved and giving back to the community that he and his family call home.

E-mail: jcalcote@ctic.net

 

 

 

 

Our Mission is to impact the future and long term wealth goals of our clients, their children and their grandchildren. This is achieved through quality service, specialized knowledge and innovative performance.

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