---
schema_version: "secwatch.filing_event.v1"
accession: "0001327607-23-000146"
form_type: "8-K"
ticker: "MYFW"
cik: "0001327607"
company_name: "First Western Financial Inc"
filed_at: "2023-09-29T23:59:59+00:00"
generated_at: "2026-06-10T06:49:45.862238+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.25
calibrated_materiality_score: 0.25
confidence: "high"
source: SEC EDGAR
---

# First Western designates Weber as PFO, Montgomery as PAO; Courkamp retains COO role

## Summary
- David R. Weber designated as Principal Financial Officer and appointed CFO/Treasurer of bank subsidiary, effective Oct 1, 2023.
- Jesica J. Montgomery designated as Principal Accounting Officer and appointed Controller/Cashier of bank, effective Oct 1, 2023.
- Julie A. Courkamp relinquishes PFO and PAO duties but remains COO and President of the Bank.
- Weber previously Director of Finance and Treasury; Montgomery previously Controller. Both internal promotions.

## SEC filing metadata
- accession: 0001327607-23-000146
- form_type: 8-K
- ticker: MYFW
- cik: 0001327607
- company_name: First Western Financial Inc
- filed_at: 2023-09-29T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.25
- calibrated_materiality_score: 0.25
- confidence: high
- sec_items: 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1327607/000132760723000146/0001327607-23-000146-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1327607/000132760723000146/myfw-20230925.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001327607-23-000146
- JSON: https://secwatch.observer/filing/0001327607-23-000146.json
- Plain text: https://secwatch.observer/filing/0001327607-23-000146.txt

## Key facts
- Executive change
  Jesica J. Montgomery changed role as Principal Accounting Officer at First Western Financial Inc.
  - Action: designated
  - Role: Principal Accounting Officer
  source text: On September 25, 2023, the Board of Directors of the Company designated its Controller, Jesica J. Montgomery, to serve as the Principal Accounting Officer of the Company effective October 1, 2023.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1327607/000132760723000146/0001327607-23-000146-index.htm
- Executive change
  David R. Weber was appointed as Chief Financial Officer and Treasurer at First Western Financial Inc.
  - Action: appointed
  - Role: Chief Financial Officer and Treasurer
  source text: On September 25, 2023, the Board of Directors of First Western Financial, Inc. (the 'Company') designated David R. Weber, the Company's Chief Financial Officer, to serve as its Principal Financial Officer effective October 1, 2023.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1327607/000132760723000146/0001327607-23-000146-index.htm
- Executive change
  Julie A. Courkamp changed role as Chief Operating Officer at First Western Financial Inc.
  - Action: will no longer serve
  - Role: Chief Operating Officer
  source text: However, Ms. Courkamp will no longer serve as the Company's Principal Financial Officer nor Principal Accounting Officer as of the effective date of Mr. Weber's and Ms. Montgomery's appointments.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1327607/000132760723000146/0001327607-23-000146-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.