Financial Services WEPC Members
Listed alphabetically by last name
Kate Carr, CFP, CPA 1700 Lincoln Street, #1400 Denver, CO 80203 303-861-4545 |
Karen M. Cecile, MBA, MA, FLMI 1775 Sherman Street #1800 Denver, CO 80203 303-832-6100 |
Kimberly L. Curtis, CFP, ChFc, CLU, CAP, AEP, MSFS 950 S. Cherry Street, #505 Denver, CO 80246 303-753-7578 |
Courtney N. Davis, CFP Kummer Financial Strategies 8871 Ridgeline Blvd., #100 Highlands Ranch, CO 80129 303-470-1209 |
Sheri Di Paglia, CFP UBS Financial Services, Inc. 4643 S. Ulster Street, #1580 Denver, CO 80237 303-689-2657
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Myra Donovan, CFP, ChFC, CLU 3200 Cherry Creek Dr. South, #700 Denver, CO 80209 303-871-7249 |
Melissa Dyer, CFP, MBA Raymond James Financial Services, Inc. 10463 Park Meadows Drive, #115 Littleton, CO 80124 303-792-7341 |
Julie A. Gunkel, ChFC Wealth Strategies Group, LLC 6455 S. Yosemite Street, #300 Greenwood Village, CO 80111 303-431-4939 |
Maggie Mitchell, JD, CLU, ChFC ING 1290 Broadway Denver, CO 80203 303-886-3984 |
Lauretta Moell Wells Fargo Advisors 320 S. Teller Street, #200 Lakewood, CO 80226 303-763-8300 x322 |
Sybil M. Praski, ChFC Abacus Financial Group, LLC 650 S. Cherry Street, #800 Denver, CO 80246 303-302-0609 |
Mary K. Rolsch, CFP Steele Street Bank & Trust 2897 Xenon Street Lakewood, CO 80215 303-376-3883 |
Terry A. Roper World Financial Group and Investment Advisors, International 1444 E. 130th Drive Thornton, CO 80241 303-931-2210 |
Catherine Schwartz, CFP, AWMA, CDFA Waddell & Reed 4582 S. Ulster Street, #1300 Denver, CO 80237 303-770-5511 x105 |
Eileen M. Sharkey, CFP 720 S. Colorado Blvd., #600 ST Denver, CO 80246 303-639-5100 |
Kim Spaulding, CFP, MBA 303-521-7602 |
Carrie Steinert, CTFA Colorado State Bank & Trust, NA 9561 S. University Blvd. Highlands Ranch, CO 80126 303-318-6047 |
Kristi Sullivan, CFP Sullivan Financial Planning, LLC 783 S. Downing Street Denver, CO 80209 303-324-0014 |
Edie Taylor, CFP ANB Bank 3033 E. 1st Avenue, #205 Denver, CO 80209 303-394-5110 |
Mary Beth Widegren, CFP, CPA CBIZ MHM 8181 E. Tufts Ave., #600 Denver, CO 80237 720-200-7091 |
Taylor Yionoulis, MBA 141 Union Blvd. #350 Lakewood, CO 80228 303-985-9889 |