Financial Services WEPC Members

 

Listed alphabetically by last name

 

 

Kate Carr, CFP, CPA

BKD, LLP

1700 Lincoln Street, #1400

Denver, CO 80203

303-861-4545

kcarr@bkd.com

 

Karen M. Cecile, MBA, MA, FLMI

Financial Designs Ltd.

1775 Sherman Street #1800

Denver, CO 80203

303-832-6100

kcecile@fdltd.com

Kimberly L. Curtis, CFP, ChFc, CLU, CAP, AEP, MSFS

Wealth Legacy Institute, Inc.

950 S. Cherry Street, #505

Denver, CO 80246

303-753-7578

kcurtis@wealthlegacyinstitute.com

Courtney N. Davis, CFP

Kummer Financial Strategies

8871 Ridgeline Blvd., #100

Highlands Ranch, CO 80129

303-470-1209

courtdavis7@yahoo.com

Sheri Di Paglia, CFP

UBS Financial Services, Inc.

4643 S. Ulster Street, #1580

Denver, CO 80237

303-689-2657

sheri.r.dipaglia@ubs.com

 

Myra Donovan, CFP, ChFC, CLU

Eagle Strategies, LLC

3200 Cherry Creek Dr. South, #700

Denver, CO 80209

303-871-7249

medonovan@ft.newyorklife.com

Melissa Dyer, CFP, MBA

Raymond James Financial Services, Inc.

10463 Park Meadows Drive, #115

Littleton, CO 80124

303-792-7341

melissa.dyer@raymondjames.com

Julie A. Gunkel, ChFC

Wealth Strategies Group, LLC

6455 S. Yosemite Street, #300

Greenwood Village, CO 80111

303-431-4939

jagunkel@comcast.net

Maggie Mitchell, JD, CLU, ChFC

ING

1290 Broadway

Denver, CO 80203

303-886-3984

maggie.mitchell@us.ing.com

Lauretta Moell

Wells Fargo Advisors

320 S. Teller Street, #200

Lakewood, CO 80226

303-763-8300 x322

lauretta.moell@wfadvisors.com

Sybil M. Praski, ChFC

Abacus Financial Group, LLC

650 S. Cherry Street, #800

Denver, CO 80246

303-302-0609

sybil.praski@lpl.com

Mary K. Rolsch, CFP

Steele Street Bank & Trust

2897 Xenon Street

Lakewood, CO 80215

303-376-3883

mrolsch@steelstreet.com

 

Terry A. Roper

World Financial Group and Investment Advisors, International

1444 E. 130th Drive

Thornton, CO 80241

303-931-2210

taroper55@msn.com

Catherine Schwartz, CFP, AWMA, CDFA

Waddell & Reed

4582 S. Ulster Street, #1300

Denver, CO 80237

303-770-5511 x105

cathyschwartz@yahoo.com

 

Eileen M. Sharkey, CFP

Sharkey, Howes & Javer, Inc.

720 S. Colorado Blvd., #600 ST

Denver, CO 80246

303-639-5100

esharkey@shwj.com

Kim Spaulding, CFP, MBA

303-521-7602

kjps990@aol.com

Carrie Steinert, CTFA

Colorado State Bank & Trust, NA

9561 S. University Blvd.

Highlands Ranch, CO 80126

303-318-6047

csteinert@csbt.com

Kristi Sullivan, CFP

Sullivan Financial Planning, LLC

783 S. Downing Street

Denver, CO 80209

303-324-0014

kristi@sullivanfinancialplanning.com

Edie Taylor, CFP

ANB Bank

3033 E. 1st Avenue, #205

Denver, CO 80209

303-394-5110

edie.taylor@anbbank.com

Mary Beth Widegren, CFP, CPA

CBIZ MHM

8181 E. Tufts Ave., #600

Denver, CO 80237

720-200-7091

mwidegren@cbiz.com

Taylor Yionoulis, MBA

Hinds Financial Group

141 Union Blvd. #350

Lakewood, CO 80228

303-985-9889

taylory@hindsfg.com