Lena Gardea

VP, Private Client Advisor

In September 2024, Lena became part of Columbia Trust Company, taking on the role of Vice President, Private Client Advisor for the Arizona market. With a rich and varied background in Trust, Estate, Probate, and Fiduciary services, Lena contributes a wealth of knowledge. She has amassed over 12 years of experience in the financial services industry, with more than six years dedicated to trust, fiduciary, and investment management services.

Lena possesses a deep understanding of Special Needs Trusts, Complex and High-Net-Worth Trusts, and the management of Unique assets. She is an alumnus of the American Bankers Association Trust and Wealth School and holds her article 9 certification in Arizona. Actively engaged in her community, Lena serves on the Council of Professional Advisors Committee for the Sun Health Foundation and is a Board Member and Treasurer for Autism Life and Living, as well as a Parent Leader for Raising Special Kids.