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WEPC Financial Services Members

 

Listed alphabetically by last name

 

 

Jessica Beck, CFP®

Sopris Wealth Advisors

970-663-6834

 

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

Wealth Legacy Institute, Inc.

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

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

Dawn Handler, CFP®

Members Trust Company

501 S. Cherry St., #210

Denver, CO 80246

720-482-2502

Sandra Laskowski, CFP®

Sparks Financial

1873 S. Bellaire St., #1600

Denver, CO 80222

303-512-2194

Deirdre McGuire

GHP Investment Advisors

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

Heather Pacheco, CFP®, CLU

Cooney Associates

6595 W. 14th Ave.

Lakewood, CO 80214

303-388-0854

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

 

 

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, , 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

Merrill Lynch

200 Josephine St.

Denver, CO 80206

720-941-2150

Lauren Young, CFP®

Ratio Wealth Group

1741 N. High St.

Denver, CO 80218

720-420-4873