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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 |
Catherine Asmus, CPA, EA ATLAS CPAs & Advisors 10860 Dover Street, #2500 Westminster, CO 80021 303-426-6444 |
Hartman Axley, CLU, ChFC, JD, MSFS, RHU, AEP® 720-941-9703 |
Jessica Beck, CFP® Denver, CO 970-663-6834 |
Courtney Bine 2423 Lawrence St., #3 Denver, CO 80205 636-542-0015 |
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 |
Roseanne Collison Kinsman Care Management 3090 S. Jamaica Ct., #202 Aurora, CO 80014 303-210-2953 |
Kimberly L. Curtis, CFP®, ChFc, CLU, CAP, AEP®, MSFS 950 S. Cherry Street, #505 Denver, CO 80246 303-753-7578 |
Jean Dale-Bauer Rocky Mountain Financial Professionals, LLC 19754 E. Euclid Drive Centennial, CO 80016 303-617-0813 |
Darla Daniel Alpine Bank 4949 S. Niagra St., #100 Denver, CO 80237 877-808-7878 |
Danielle Deflorian Holmes Shirley Law 1189 S. Perry St., #220 Castle Rock, CO 80104 805-907-9856 |
Sheri Di Paglia, CFP® UBS Financial Services, Inc. 4600 S. Ulster Street, #700 Denver, CO 80237 303-689-2657 |
Kristin Dittus 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 1776 Lincoln St., #1100 Denver, CO 80203 720-240-9519 |
Josie Faix Balson Faix and McVey, LLP 6041 S. Syracuse Way #315 Greenwood Village, CO 80111 720-974-6309 |
Mira J. Fine, MT, CPA 717 17th Street, #1600 Denver, CO 80202 303-298-9600 |
Linda L. Gardner, CPA, CEP 2 Inverness Drive E., #106 Englewood, CO 80112 720-488-8604 |
Renet Greer 7899 Lincoln Ct., 100 Littleton, CO 80122 303-997-9200 |
Natalie Guard 303 E. 17th Ave., #600 Denver, CO 80203 720-479-1482 |
Sipi Gupta 501 South Cherry Street, #210 Denver, CO 80246 720-805-1551 |
Dawn Handler, CFP® 501 S. Cherry St., #210 Denver, CO 80246 720-482-2502 |
Angela Herrick P.O. Box 723 Denver, CO 80201 720-634-6068 |
Courtney Howey Rocky Mountain Real Estate Advisory 19751 E. Mainstreet, Suite 337 Parker, CO 80138 303-805-9551 |
Daphne Jean 3700 Quebec Street #100-284 Denver, CO 80207 720-862-9726 |
Erica Johnson 950 S. Cherry Street, #1650 Denver, CO 80246 303-321-1267 |
Eileen Kennedy Reverse Mortgage Colorado 720-272-8125 |
Lisa Kukura 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® 5299 DTC Boulevard, #100 Greenwood Village, CO 80111 303-413-0700 |
Jamie Mager American Cancer Society 2255 S. Oneida St. Denver, CO 80224 720-524-5414 |
Jenny Mattie, CPA 555 17th St., #1200 Denver, CO 80202 303-586-0670 |
Lee A. McCue 9457 S. University Blvd., #740 Highlands Ranch, CO 80126 303-859-0198 |
Angelia McGill, CPA 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 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., #325 C Greenwood Village, CO 80111 303-884-1779 |
Deborah L. O'Neil Assured Equity Management Corporation 1800 Glenarm Place, #900 Denver, CO 80202 303-785-7681 |
Melanie Palmer, CFP® US Bank Private Wealth Management 950 17th St., 5th Floor Denver, CO 80202 303-585-4076 |
Anda Pilmanis Agent Anda LLC and 9725 S. Red Oakes Dr. Highlands Ranch, CO 80126 303-881-4455 |
Kristin A. Piñeiro 1900 16th St., #1200 Denver, CO 80202 303-531-8115 |
Kim Raemdonck Legacy Planning & Probate, LLC 899 Logan St., #308 Denver, CO 80203 720-738-3400 |
Louisa M. Ritsick 3773 Cherry Creek North Dr. #600 Denver, CO 80209 303-264-7627 |
Barbara Tocker Ross Susan R. Harris & Associates, LLC 5600 Greenwood Plaza Blvd., #255 Greenwood Village, CO 80111 303-741-4776 |
Nora E. Roth, JD 1805 S. Bellaire St., #325 Denver, CO 80222 303-758-8182 |
Karen Salvatore, CFA, CFP® 9892 Rosemont Ave., #100 Lone Tree, CO 80124 303-740-8600 |
Elizabeth Savage 3900 E. Mexico Ave., #300 Denver, CO 80210 720-209-0475 |
Kevne Sharpe, CFP®, ChSNC, CDFA, AEP® Prudential Advisors 8000 S. Chester St., #325 Denver, CO 80112 720-356-6468 |
Lorni Sharrow Moye White, LLP 1400 16th Street, 6th Floor Denver, CO 80202 303-292-7940 |
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 |
Kelly St. George, MBA Colorado Wealth Group 1345 S. Broadway Denver, CO 80210 720-729-2507 |
Greta L. Suneson 316 Wilcox Street Castle Rock, CO 80104 303-688-3535 |
Amy Symons, JD Law Office of Amy E. Symons 3773 Cherry Creek North Dr., #575 Denver, CO 80209 303-331-7969 |
Lisa Theard 3700 Quebec Street #100-284 Denver, CO 80207 720-862-9726 |
Caroline Thompson 3033 1st Ave., #200 Denver, CO 80206 303-394-4144 |
Shelley Thompson Burns, Figa & Will 6400 S. Fiddlers Green Circle, #1000 Greenwood Village, CO 80111 303-796-2626 |
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 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
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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 |
Carol Warnick Holland & Hart LLP 555 17th Street, #3200 Denver, CO 80202 303-295-8359 |
Carly Wendt, CFP®, MBA 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 1510 Washington Ave. Golden, CO 80401 303-876-7662 |
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