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Alphabetical Listing of WEPC Members

 

Listed alphabetically by last name

 

 

Kellie Adam

CS AdvoCare, Inc.

7500 E. Arapahoe Rd. #101

Centennial, CO 80112

303-755-1845

Hartman Axley, CLU, ChFC, JD, MSFS, RHU, AEP®

720-941-9703

 

Jessica Beck, CFP®

Sopris Wealth Advisors

970-663-6834

 

 

Courtney Bine

Gant Law, LLC

8213 W. 20th St., Ste. G

Greeley, CO 80634

970-306-7265

Karen Brady

Brady McFarland & Lord, LLC

6870 W. 52nd Ave., #103

Arvada, CO 80002

303-420-2863

Angela Cardwell

Marsh McLennan Private Client Services

1225 17th Street

Denver, CO 80202

303-324-1812

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

Wealth Legacy Institute, Inc.

950 S. Cherry Street, #505

Denver, CO 80246

303-753-7578

 

Darla Daniel

Alpine Bank

4949 S. Niagra St., #100

Denver, CO 80237

877-808-7878

 

Sheri Di Paglia, CFP®

UBS Financial Services, Inc.

4600 S. Ulster Street, #700

Denver, CO 80237

303-689-2657

Kristin Dittus

Life & Legacy Planning, Ltd.

44 Cook St., #100

Denver, CO 80206

303-780-7390

Melissa Dyer, CFP®, AEP®, MBA

Raymond James Financial Services, Inc.

10463 Park Meadows Drive, #115

Littleton, CO 80124

303-792-7340 ext. 2

Sarah Ehrhardt

PNC Private Bank

1144 15th St., #2800

Denver, CO 80202

303-729-0832

Josie Faix

Balson Faix and McVey, LLP

6041 S. Syracuse Way #315

Greenwood Village, CO 80111

720-974-6309

Linda L. Gardner, CPA, CEP

Blue Heron Capital, LLC

2 Inverness Drive E., #106

Englewood, CO 80112

720-488-8604

Renet Greer

Greer Law, LLC

7899 Lincoln Ct., 100

Littleton, CO 80122

303-997-9200

Natalie Guard

G Griggs CPA, Inc.

Dawn Handler, CFP®

Members Trust Company

501 S. Cherry St., #210

Denver, CO 80246

720-482-2502

Courtney Hefner

Bank of America Private Bank

370 17th St.

Denver, CO 80202

970-985-2231

Tara Henderson, CFP®

Key Private Bank

101 University Blvd., #150

Denver, CO 80206

720-904-4056

Angela Herrick

Herrick Law, LLC

P.O. Box 723

Denver, CO 80201

720-634-6068

Kimberly Hong

The Fine Art Group

1126 Cherokee Street

Denver, CO 80204

720-464-3141

Courtney Howey

Rocky Mountain Real Estate Advisory

19751 E. Mainstreet, Suite 337

Parker, CO 80138

303-805-9551

Veronica (Roni) Jarnagin

Veronica Jarnagin, Attorney

4560 Maroon Circle

Broomfield, CO 80023

720-701-2186

Daphne Jean

Oasis Senior Advisors

3700 Quebec Street #100-284

Denver, CO 80207

720-862-9726

Erica Johnson

Ambler & Keenan, LLC

950 S. Cherry Street, #1650

Denver, CO 80246

303-321-1267

Eileen Kennedy

Reverse Mortgage Colorado

720-272-8125

Nick Knudtson

BOK Financial Private Wealth

1600 Broadway, 4th Floor

Denver, CO 80202

303-864-7235

Lisa Kukura

The Catholic Foundation

6160 S. Syracuse Way, #211

Greenwood Village, CO 80111

303-867-0611

Ayo Labode

The Law Office of Ayo Labode, LLC

455 Sherman St., #100

Denver, CO 80203

720-295-9509

Hayley Lambourn

Wade Ash Woods Hill & Farley, P.C.

4500 Cherry Creek Drive South, # 600

Denver, Colorado  80246

(303) 329-2223 (Direct)

Sandra Laskowski, CFP®

Sparks Financial

1873 S. Bellaire St., #1600

Denver, CO 80222

303-512-2194

Christine Ludwig

Topel Forman LLC

999 18th St., #1605N

Denver, CO 80202

262-527-1294

Jenny Mattie, CPA

RSM US LLP

555 17th St., #1200

Denver, CO 80202

303-586-0670

Lee A. McCue

McTeam Properties

9457 S. University Blvd., #740

Highlands Ranch, CO 80126

303-859-0198

Laura McElyea

RSM

555 17th St., #1200

Denver, CO 80202

303-298-6400

Angelia McGill, CPA

Wipfli, LLP

7887 E. Belleview Ave., #700

Denver, CO 80111

720-531-4449

Elizabeth Meck

Northern Trust Company

1401 Lawrence St., #1500

Denver, CO 80202

303-335-1412

Megan Miller, CFP®, CDFA®

Harbor Wealth Management

1909 26th Street., #1A

Boulder, CO 80302

303-939-8788

Sara Montgomery

Plante Moran

8181 East Tufts Ave., #600

Denver, CO 80237

303-448-7079

Kayla Nelson

Sigler & Nelson, LLC

390 Union Blvd., #580

Lakewood, CO 80228

303-444-3025

Thiensa Nguyen

Transamerica Financial Advisors

5600 S. Quebec St., #325C

Greenwood Village, CO 80111

303-302-6900

Deborah L. O'Neil

Assured Equity Management Corporation

1800 Glenarm Place, #900

Denver, CO 80202

303-785-7681

Anda Pilmanis

Agent Anda LLC and
   Pre Sale Property Services LLC

9725 S. Red Oakes Dr.

Highlands Ranch, CO 80126

303-881-4455

Kristin A. Piñeiro

First Western Trust

1900 16th St., #1200

Denver, CO 80202

303-531-8115

Kim Raemdonck

Legacy Planning & Probate, LLC

2485 West Main St., #200

Littleton, CO 80120

720-738-3400

Louisa M. Ritsick

Ritsick Law, LLC

501 S. Cherry St., #1100

Denver, CO 80246

303-264-7627

Barbara Tocker Ross

Poskus & Klein, P.C.

303 East 17th Ave., #900

Denver, CO 80203

303-832-1600

Nora E. Roth, JD

Human Network Systems, Inc.

1805 S. Bellaire St., #325

Denver, CO 80222

303-758-8182

 

Karen Salvatore, CFA, CFP®

CAPTRUST Financial Advisors

9892 Rosemont Ave., #100

Lone Tree, CO 80124

303-740-8600

 

 

Elizabeth Savage

The Savage Law Group

3900 E. Mexico Ave., #300

Denver, CO 80210

720-209-0475

Kevne Sharpe, CFP®, ChSNC, CDFA, AEP®

Mariner Wealth Advisors

8871 Ridgeline Blvd., #100

Highlands Ranch, CO 80129

303-529-0024

Lorni Sharrow

Moye White, LLP

1400 16th Street, 6th Floor

Denver, CO 80202

303-292-7940

Mary Flanigen Smith, CPA PC

Mary Flanigen Smith, CPA PC

5181 Ward Road, #203

Wheat Ridge, CO 80033

303-832-2828

Kim Spaulding, CFP®, MBA, CFE

Financial Insights, LLC

8209 S. Albion St.

Centennial, CO 80122

303-521-7602

Rachel Spory-Leek

The Denver Foundation

1009 Grant St.

Denver, CO 80203

303-996-7340

Kelly St. George, MBA

Colorado Wealth Group

1345 S. Broadway

Denver, CO 80210

720-729-2507

Amy Symons, JD

Colorado Probate Law

3773 Cherry Creek Dr. North, #600

Denver, CO 80209

303-331-7969

Lisa Theard

Oasis Senior Advisors

3700 Quebec Street #100-284

Denver, CO 80207

720-862-9726

Rebecca Theis, CFP®

Drumore, LLC

1821 Blake St., #200

Denver, CO 80202

720-412-9454

Caroline Thompson

ANB Bank

3033 1st Ave., #200

Denver, CO 80206

303-394-4144

Suzanna Wasito Tiftickjian

Suzanna Wasito Tiftickjian, LLC

Mail: 338 S. Williams St.

Denver, CO 80209

Meetings: 1315 S. Clayton St., #100

Denver, CO 80210

303-991-4674

Amie Toyama, CPA

Watson Coon Ryan, LLC

6025 S. Quebec St., #260

Centennial, CO 80111

303-792-3020

Shannon Tracy, CPA

Plante Moran

8181 E. Tufts Ave., #600

Denver, CO 80237

303-967-2284

Jenne K. Trembley, CFP®, ChFC®, CAP®, AEP®, CRPC®, AMPA®, CDFA®, BFA™

Ethos Financial Partners, a financial advisory practice of Ameriprise Financial Services, LLC

9351 Grant St., #300

Thornton, CO 80229

303-252-9777

 

 

Gina M. Trevey, JD, CTFA

MidFirst Private Wealth Management

101 Cook Street

Denver, CO 80206

303-376-3882

 

 

Holly M. VandeHoef

Bank of America Private Bank

Carly Wendt, CFP®, MBA

Merrill Lynch

200 Josephine St.

Denver, CO 80206

720-941-2150

Paula Young

Law Offices of Paula Young

4104 E. Florida Ave., Ste. 300

Denver, CO 80222

303-756-9419

RaQwin Young

The Law Office of RaQwin Young, LLC

711 Cheyenne Street, Unit A

Golden, CO 80401

303-876-7662