About Us

Firm highlights

First American Trust^® provides nationwide service through ten bank branches and five wealth management offices.

$6.4B in assets,
$696M in bank regulatory capital

FDIC member since 1985

Does not originate any real estate, commercial, or personal loans

Specialized in escrow and real estate industry-related deposits

Invests primarily in Government Sponsored Enterprises (GSEs), supported by the U.S. Treasury

$4.7B assets under administration including
$2.4B in assets under management

Each employee is bonded and insured

86% of deposits invested in cash and Agency securities

Federally regulated by the OCC, a division of the U.S. Treasury

Moody's Rated A1/P1

As of June 30, 2024

Wealth Management Services

We have been advising high-net-worth individuals and families in the areas of investment management, wealth planning and trust services for over six decades. Setting expectations, understanding goals and respecting the uniqueness of each client is the foundation for delivering desired results and building trusted relationships with our clients. Our customized solutions are based on a philosophy that emphasizes prudent portfolio construction, consistent investment returns, and uncompromising commitment to putting our client's best interest first. We are a client focused investment management firm with a history of fiduciary excellence.

Banking Services

We provide comprehensive banking solutions with automated processes to streamline your banking needs. We have experience in processing high-volume, large-dollar transactions typical in the real estate escrow process. Our experts will work with you to improve the speed, security, and efficiency of your operations. Our products are secure, efficient, and tailored to the needs of professionals in the real estate settlement services industry. We have a team of dedicated specialists to support the achievement of your institution's goals.

Client Commitment & Value Proposition

First American Trust strives to deliver favorable client outcomes through trustworthy professional experts.

Integrity:

Our clients come first; we conduct their business with the utmost respect.

Insight:

We listen to our clients' personal goals and then adapt to their needs accordingly.

Innovation:

We apply innovative thinking to our expertise, creating beneficial new service offerings.

Our Team

Matt McCreadie Chief Executive Officer

Teri L. Pierce Executive Vice President, Chief Financial Officer

Rodney Ondatje, CRCM, CFIRS^™ Senior Vice President, Chief Compliance Officer

Our Wealth Management Team

Jerry Braakman President, Chief Investment Officer

Beth Vasquez, J.D., LL.M Senior Vice President, Chief Fiduciary Officer, Legal Counsel

John Metzger, CFP<sup>®</sup>, AEP<sup>®</sup>

John Metzger, CFP^®, AEP^® Senior Vice President, National Director of Wealth Management

View the Rest of the Wealth Management Team

Our Bank Services Team

Marie Garvey Chief Product Officer

Sheri Olsen Senior Vice President, National Director

Jennifer Sabado Vice President, Business Development

View the Rest of the Banking Services Team

FirstAmCares

First American employees contribute their passion, time and money to support a variety of causes nationally and locally.

Learn More

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Working at First American

Our shared values establish a workplace experience that encourages exceptional service, innovation, and happy and engaged employees. We believe investing in our people will ultimately create better customer experiences and a more productive organization.