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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

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

 

Isabella Campbell

University of Denver

720-232-1033

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

Wealth Legacy Institute, Inc.

1040 S. Gaylord St., #41

Denver, CO 80209

303-753-7578

 

Lauren da Cunha

JP Morgan

1455 16th St., #407

Denver, CO 80202

303-607-7810

Darla Daniel

Alpine Bank

4949 S. Niagra St., #100

Denver, CO 80237

877-808-7878

Kaitlyn Davis

Gendelman Klimas, Ltd.

517 E. 16th Ave.

Denver, CO 80203

720-213-0687

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

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

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

Julie Golden, CTFA

FORVIS

1801 California St., #2900

Denver, CO 80202

720-883-2475

Renet Greer

Greer Law, LLC

7899 Lincoln Ct., 100

Littleton, CO 80122

303-997-9200

Natalie Guard

Natalie Guard CPA, LLC

44 Cook St., #100

Denver, CO 80206

303-780-7307

Cheryl Hampton

Human Network Systems, Inc.

1805 S. Bellaire St., #325

Denver, CO 80222

303-758-8182

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

Shanna Hennig

Winston Art Group

100 Fillmore Street, 5th Floor

Denver, CO 80206

720-836-1563

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

Elizabeth Howard

Law Office of Elizabeth Howard

950 S. Cherry Street, #419

Denver, CO 80246

303-962-0323

Veronica (Roni) Jarnagin, MBA, JD, LLM-Tax

Veronica Jarnagin, Attorney

4560 Maroon Circle

Broomfield, CO 80023

720-701-2186

 

Erica Johnson

Ambler & Keenan, LLC

950 S. Cherry Street, #1650

Denver, CO 80246

303-321-1267

 

Eileen Kennedy

Reverse Mortgage Colorado

720-272-8125

Amy Kho, JD

Coan, Payton & Payne

999 18th Street, South Tower, #S3100

Denver, CO 80516

303-861-8888

Sarah Kopp

Morgan Stanley

Financial Advisor

1550 Market St., #600

Denver, CO 80202

303-572-4074

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

Tricia Lawson

Alpine Bank Wealth Management

4949 S. Niagara St., #210

Denver, CO 80237

720-697-5109

Frieda Leonard

Leonard Law, LLC

1120 Washington Ave., Ste. 200

Golden, CO 80401

720-312-4825

Meg Loitz, JD

Members Trust Company

501 South Cherry Creek St., Ste. 440

Denver, CO 80516

720-805-1511

Christine Ludwig

Topel Forman LLC

999 18th St., #1605N

Denver, CO 80202

262-527-1294

Amber Marchlowska

Sigler & Nelson, LLC

390 Union Blvd., #580

Lakewood, CO 80228

303-444-3025

Lee A. McCue

McTeam Properties

9457 S. University Blvd., #740

Highlands Ranch, CO 80126

303-859-0198

Angelia McGill, CPA

Wipfli, LLP

7887 E. Belleview Ave., #700

Denver, CO 80111

720-531-4449

Deirdre McGuire

GHP Investment Advisors

1290 Broadway, #1100

Denver, CO 80203

303-831-5042

Elizabeth Meck, MA, JD

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

Kayla Nelson

Sigler & Nelson, LLC

390 Union Blvd., #580

Lakewood, CO 80228

303-444-3025

Thiensa Nguyen

Summit Global Private Wealth

10303 E. Dry Creek Rd., #110

Englewood, CO 80112

303-884-1779

Liza Olson

Miller & Steiert PC

1901 W. Littleton Blvd.

Littleton, CO 80120

720-551-7807

Deborah L. O'Neil

Assured Equity Management Corporation

1800 Glenarm Place, #900

Denver, CO 80202

303-785-7681

Heather Pacheco, CFP®, CLU

Cooney Associates

6595 W. 14th Ave.

Lakewood, CO 80214

303-388-0854

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, JD

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 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

Elizabeth Savage

The Savage Law Group

3900 E. Mexico Ave., #300

Denver, CO 80210

720-209-0475

Karen Salvatore, CFA, CFP®

CAPTRUST Financial Advisors

9892 Rosemont Ave., #100

Lone Tree, CO 80124

303-740-8600

Monica Sharma, CFP®

Stifel

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

Mary Flanigen Smith, CPA

Mary Flanigen Smith, CPA PC

5181 Ward Road, #203

Wheat Ridge, CO 80033

303-832-2828

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

Lauren Taylor

Cline Williams Wright Johnson & Oldfather, LLP

215 Matthews St., #300

Fort Collins, CO 80524

970-449-0018

Alexa Tetzlaff, JD

Enliven Law

3200 E. Cherry Creek S. Drive, #200

Denver, CO 80209

303-900-4116

Rebecca Theis, CFP®

Drumore, LLC

1821 Blake St., #200

Denver, CO 80202

720-412-9454

Caroline Thompson

Northern Trust Company

1401 Lawrence St., #1500

Denver, CO 80202

303-335-1409

 

 

Lina Thompson

American Cancer Society

865 Albion Street, #250

Denver, CO 80220

360-490-3954

 

 

 

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

Jenne K. Trembley, , 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

Amy Warrender, CFP®

Private Capital Management

210 University Blvd., #400

Denver, CO 80206

303-370-0055

Carly Wendt, CFP®, MBA

Merrill Lynch

200 Josephine St.

Denver, CO 80206

720-941-2150

Darya White, MSBA

Bennett Thrasher LLP

2000 Central Ave.,

Boulder, CO 80301

806-781-8213

Lauren Young, CFP®

Ratio Wealth Group

1741 N. High St.

Denver, CO 80218

720-420-4873

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

Chelsea Ziegler

Wade Ash LLC

5251 DTC Parkway, #825

Greenwood Village, CO 80111

303-322-8943