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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® Denver, CO 970-663-6834 jessica@summitviewadvisors.com
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Kimberly L. Curtis, CFP®, ChFc, CLU, CAP, AEP®, MSFS 950 S. Cherry Street, #505 Denver, CO 80246 303-753-7578 |
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
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Linda L. Gardner, CPA, CEP 2 Inverness Drive E., #106 Englewood, CO 80112 720-488-8604 linda@yourmoneyyourretirement.com
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Dawn Handler, CFP® 501 S. Cherry St., #210 Denver, CO 80246 720-482-2502 |
Sandra Laskowski, CFP® 5299 DTC Boulevard, #100 Greenwood Village, CO 80111 303-413-0700 |
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 |
Melanie Palmer, CFP® US Bank Private Wealth Management 950 17th St., 5th Floor Denver, CO 80202 303-585-4076 |
Karen Salvatore, CFA, CFP® 9892 Rosemont Ave., #100 Lone Tree, CO 80124 303-740-8600 |
Kevne Sharpe, CFP®, ChSNC, CDFA, AEP® Prudential Advisors 8000 S. Chester St., #325 Denver, CO 80112 720-356-6468 |
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 |
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
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Carly Wendt, CFP®, MBA 200 Josephine St. Denver, CO 80206 720-941-2150 |
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