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WEPC Financial Services Members
Listed alphabetically by last name
Hartman Axley, CLU, ChFC, JD, MSFS, RHU, AEP® 720-941-9703 |
Jessica Beck, CFP® 970-663-6834
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Kimberly L. Curtis, CFP®, ChFc, CLU, CAP, AEP®, MSFS 1040 S. Gaylord St., #41 Denver, CO 80209 303-753-7578 |
Paula Degener, CFP® Mariner Wealth Advisors 8871 Ridgeline Blvd., #100 Highlands Ranch, CO 80129 303-470-5793 |
Sheri Di Paglia, CFP® UBS Financial Services, Inc. 4600 S. Ulster Street, #700 Denver, CO 80237 303-689-2657 |
Melissa Dyer, CFP®, AEP®, MBA Raymond James Financial Services, Inc. 10463 Park Meadows Drive, #115 Littleton, CO 80124 303-792-7340 ext. 2 |
Linda L. Gardner, CPA, CEP 2 Inverness Drive E., #106 Englewood, CO 80112 720-488-8604 |
Dawn Handler, CFP® 501 S. Cherry St., #210 Denver, CO 80246 720-482-2502 |
Tara Henderson, CFP® Key Private Bank 101 University Blvd., #150 Denver, CO 80206 720-904-4056 |
Sandra Laskowski, CFP® 1873 S. Bellaire St., #1600 Denver, CO 80222 303-512-2194 |
Deirdre McGuire 1290 Broadway, #1100 Denver, CO 80203 303-831-5042 |
Megan Miller, CFP®, CDFA® Harbor Wealth Management 1909 26th Street., #1A Boulder, CO 80302 303-939-8788 |
Sara Montgomery 8181 East Tufts Ave., #600 Denver, CO 80237 303-448-7079 |
Karen Salvatore, CFA, CFP® 9892 Rosemont Ave., #100 Lone Tree, CO 80124 303-740-8600 |
Monica Sharma, CFP® 201 Columbine St., #250 Denver, CO 80206 720-409-5381 |
Kevne Sharpe, CFP®, ChSNC, AEP® Mariner Wealth Advisors 8871 Ridgeline Blvd., #100 Highlands Ranch, CO 80129 303-529-0024 |
Kim Spaulding, CFP®, MBA, CFE Financial Insights, LLC 8209 S. Albion St. Centennial, CO 80122 303-521-7602 |
Kelly St. George, MBA Colorado Wealth Group 1345 S. Broadway Denver, CO 80210 720-729-2507 |
Rebecca Theis, CFP® Drumore, LLC 1821 Blake St., #200 Denver, CO 80202 720-412-9454 |
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 |
Amy Warrender, CFP® Private Capital Management 210 University Blvd., #400 Denver, CO 80206 303-370-0055 |
Carly Wendt, CFP®, MBA 200 Josephine St. Denver, CO 80206 720-941-2150 |
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