2012 denver five star wealth managers · special advertising section : five star award information...

Special advertiSing Section

wwwfivestarprofessionalcom Five Star award information mdash FS 1

2012 Five Star Wealth

Man

agers

In a consumer study about dynamics between wealth managers and their clients Five Star Professional polled wealth managers and consumers about communications Both groups said that connecting three to four times a year is the right communications strategy but expectations are not aligned in all areas

bull 29 percent of consumers want to be contacted by their wealth manager whenever events require an update only 7 percent of wealth managers say they contact clients based on the impact of events

bull 63 percent of consumers say they receive the right amount of communication from their wealth manager

From research conducted by Five Star Professional April 2011

Wealth managers broadly defined are those individuals who help you manage your financial world andor implement aspects of your financial strategies Common examples of wealth managers

are financial advisors financial planners investment advisors tax advisors and estate planning attorneys

How do you find a wealth manager with experience who has a good base of clients with high retention rates and who has undergone a regulatory and complaint review And when you find them are they accepting new clients

5280 magazine ColoradoBiz magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients Among many distinguishing attributes the average one-year client retention rate for this yearrsquos award winners is more than 96 percent

Five Star Wealth Managers

2012 Denver

Donrsquot listen to other people Investigate for yourself Be wary of advisers who say they never had a down yearrdquo

mdash Five Star Wealth Manager

In order to consider a broad population of high-quality wealth managers award candidates are identified by one of three sources firm nomination peer nomination or pre-qualification based on industry standing Self-nominations are not accepted Denver award candidates were identified using internal and external research data including a survey to more than

8800 registered financial services professionals and all identified financial service companies in the area that are registered with FINRA or the SEC

CanDiDateSaward

The 2012 Five Star Wealth Managers are a select group representing less than 4 percent of the wealth managers in the Denver area(1)

Although this list is a useful tool for anyone looking for help in managing their financial world or implementing aspects of their financial strategies it should not be considered exhaustive Undoubtedly there are many excellent wealth managers who for one reason or another are not on this yearrsquos list

aWarDa Select

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FS 2 mdash Five Star award information wwwfivestarprofessionalcom


Man

agers

Wishful thinking is not planning If you plan for the worst you will never be unpleasantly surprisedrdquo

What matters most is how you recover from setbacksrdquo

Only invest in something that you understandrdquo

Insights from Five Star Wealth Managers

Clients donrsquot care how much you know until they know how much you carerdquo

bull Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers

bull The Five Star award is not indicative of the wealth managerrsquos future performance bull Wealth managers may or may not use discretion in their practice and therefore may not manage

their clientsrsquo assets bull The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed

as an endorsement of the wealth manager by Five Star Professional 5280 magazine or ColoradoBiz magazine

bull Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future

bull Five Star Professional is not an advisory firm and the content of this article should not be considered financial advice For more information on the Five Star award and the researchselection methodology go to wwwfivestarprofessionalcom

bull (1) 1965 award candidates in the Denver area were considered for the Five Star Wealth Manager award 611 (approximately 32 percent of the award candidates) were named 2012 Five Star Wealth Managers

DiSCloSureSresearch

2012

The Five Star award goes to less than 7 percent of wealth managers

Award candidates who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services were named 2012 Five Star Wealth Managers(2)

Eligibility Criteria ndash Required(3)

1 Credentialed as an investment advisory representative (IAR) a FINRA-registered representative a CPA or a licensed attorney

2 Actively employed as a credentialed professional in the financial services industry for a minimum of five years

3 Favorable regulatory and complaint history review(4) 4 Fulfilled their firm review based on internal firm standards 5 Accepting new clients

Evaluation Criteria ndash Considered(3)

6 One-year client retention rate (the average one-year client retention rate of this yearrsquos award winners is more than 96 percent)

7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered (this

yearrsquos award winners administer an average of $92 million in client assets)9 Number of client households served (on average this yearrsquos award winners serve 282

households)10 Education and professional designations

oF aWarD WinnerSDetermination

(2) Wealth managers were required to certify that any information they provided was accurate (3) Criteria 4 8 and 9 do not apply to attorneys or CPAs(4) As defined by Five Star Professional the wealth manager has not

bull Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine bull Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or

Five Star Professionalrsquos consumer complaint processbull Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority bull Filed for personal bankruptcybull Been convicted of a felony

Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Adviser Public Disclosure (IAPD) website Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists Data submitted through these processes was applied per the above criteria

bull Each wealth manager who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed above

bull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth managerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use the services of wealth managers in order to provide consumers the

opportunity to submit complaints regarding a wealth manager More than 28300 households in the Denver area were contacted

The Five Star Wealth Manager selection criteria was updated for the 2012 award year 2005 ndash 2011 Five Star Wealth Managers scored highest in overall satisfaction based on feedback from clients peers and industry experts No more than 7 percent of wealth managers receive the award each year The selection process for the 2005 ndash 2011 award winners can be found at wwwfivestarprofessionalcom2011wealth_managers_research_overviewphp

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Man

agers

award winners listed by primary services and listed alphabetically by last name

Business PlanningChristopher Bruhl Financial Dynamics

Page 24

Jay Cohen Ginsburg Cohen amp Company

Stephen Donelson Esq Donelson Ciancio amp Grant

Mark Goodside Retirement Solutions of Colorado

John Hughes CliftonLarsonAllen

William Keefe EKSampH

Gregory Livin Bradley Consulting Group

Robert Loeb Fairfield and Woods

Tad Lyle Planning Resources

William Roberts AUCTORIS

Ronald Seigneur Seigneur Gustafson

Ben Snyder Wojteczko Snyder Group

Bernard Taillon Triad Financial Group

Kerry Walker Business Owner Solutions

Estate PlanningRod Atherton Ergo Law

Theodore Atlass Atlass Professional Corporation

Scott Atwell Scott J Atwell Page 24

Thomas Benson Benson amp Case

Roxie Bernard Antonio Bates Bernard Professional Corporation

Michael Bland Bryan Cave

Mark Boscoe Ryley Carlock amp Applewhite

Richard Bowers Doussard Turner amp Bowers

Stephen Brainerd Davis Graham amp Stubbs

Preston Branaugh Branaugh Law Offices

Brian Breitenwischer Sagemark Consulting

Elizabeth Bryant Elizabeth A Bryant

Jay Chapman Chapman amp Roth

Denis Clanahan Clanahan Beck amp Bean

Nancy Crow Pendleton Wilson Hennessey amp Crow

Frank J Danzo III Chayet amp Danzo Page 24

Louis Davis Louis J Davis

Claire Dineen Law Office of Claire E Dineen

Michael Dolan Dolan amp Associates

R Lee Elsberg Flanders Elsberg Nash Herber amp Dunn

James Evans Benson amp Case

Richard Finke Finke amp Associates

Susan Goddard Goddard amp Goddard

Bernard Greenberg Kokish amp Goldmanis

Julie Groves Groves Elder amp Estate Law

Matt Groves Groves Elder amp Estate Law

Richard Hartmann AUCTORIS

Frank Hill Frank T Hill Attorney at Law

Kip Holdren AXA Advisors

Laurie Hunter Wade Ash Woods Hill amp Farley

Erica Johnson Ambler amp Keenan

Reid M Johnson MBA Wealth Management

Philip Keenan Ambler amp Keenan

William Krems Davis Graham amp Stubbs

Andrew Kroll Kroll Law Offices

James Littlepage James A Littlepage Law Offices

Mark Masters Horen Lockwood amp Masters

Nathan Merrill Goodspeed Merrill amp Benson

Elizabeth Mitchell Ambler amp Keenan

Joyce Nakamura Hall amp Evans Page 26

David Osterman Osterman Law Firm

Kristin Pintildeeiro Wallace Scott

Robert Preeo Preeo Silverman Green amp Egle

Victoria Promis Snead and Promis

Patrick Ryan Robinson Waters OrsquoDorisio

Patrick Schilken Patrick A Schilken

Tim Scott Wallace Scott

Andrew Stathopulos Stathopulos amp Associates

Donald Thacker Denver Retirement Partners

Arnold Wegher Wegher amp Associates Page 27

Steven Weiser Foster Graham Milstein amp Calisher

Constance Wood Constance Beck Wood

Jeffrey Young Jeffrey R Young amp Associates

Sanford Zisman Stiff Zisman and Ingraham

Financial PlanningChad Aaberg Thrivent Financial

Dale Anderson DLA amp Company

Randy Anderson RJ Anderson Financial

Mark Arlen Lincoln Financial Advisors

Daniel Austin Thrivent Financial

Stephen Baker Ameriprise Financial Services Inc

Susan Baldwin AXA Advisors

Ali Barghelame Barghelame Wealth Advisors

Linda Barker Ameriprise Financial Services Inc

John Barry Barry Financial Services

Jeffrey Bartleson Ameriprise Financial Services Inc

Bob Bastiaans Ameriprise Financial Services Inc Page 20

Thomas Baumler Asset One

Peter Bellefountaine United Capital Financial Advisers

Bruce Bendell Transitions Wealth Management 8

Ray Benton Benton amp Company

David Billingslea Ameriprise Financial Services Inc

Matthew Blake Capital Investment Counsel

Kean Boucher Boucher Wealth Management Group Page 12

Kathleen Bowen Minds Eye Resource Management

Mark R Brown Brown amp Tedstrom

Michael Brown Morgan Stanley

J A Tyler Browning II The Browning Group II

Rich Broyles Ameriprise Financial Services Inc

Stephen Brubaker Exit amp Retirement Strategies

Erwin Buck Asset One

David Burch Ameriprise Financial Services Inc

Brent Burrows Raymond James amp Associates Page 20

Christopher Burtraw Prestige Wealth Management

William Callender Lincoln Financial Advisors

Jay Carpenter Ameriprise Financial Services Inc

Matthew Carpinelli AFC Wealth Management Group

Karlton Childress Sharkey Howes amp Javer

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Man

agers


Scott Cody Latitude Financial Group

Ronald Colson Colson Financial Group Page 20

John Connell Causey Demgen amp Moore

Daniel Cook Summit Wealth Group

Richard Costner G5 Financial Group

Kevin Cross Charles Schwab amp Company

Seth Davis RMB Capital Management

James Dawson Raymond James Financial Services

Jordan Dechtman Jordan Dechtman Wealth Management

Clinton Demming The Holben Group

Louis DeNiro Ameriprise Financial Services Inc Page 24

Phil Dispense Morgan Stanley Page 25

Kathleen Drake Ameriprise Financial Services Inc Page 25

Eric DrsquoSouza The Principal Financial Group

Pam Dumonceau Consistent Values

Robert ldquoBretrdquo Eberhardt AXA Advisors

Bret Elliott Elliott Financial

Gene Fahlsing Capital Financial Services

Wayne Farlow Financial Abundance

Raeyane Farrell Ameriprise Financial Services Inc Page 25

Rob Fauver Knopinski amp Fauver Financial Advisors

David Findlow Charles Schwab amp Company

Nelisha Firestone Firestone Financial Group

Tamara Fontenot Ameriprise Financial Services Inc

Scott Forsyth G5 Financial Group Page 10

Gustin Fox-Smith Fox-Smith Wealth Management

Brian Friedman GHP Investment Advisors

William Frye Frye Financial

Jeffrey Fryer Bernstein Global Wealth Management

Mark Fuhrman Castle Pines Wealth Management Group

Marc Gaudreault Paladin Wealth Management

Matthew Gehring Ameriprise Financial Services Inc

Kim Gieseler LPL Financial

Stephen Gordon Cornerstone Asset Management

James Graham IV Lincoln Financial Advisors

Kay Greene UMB

Janet Greiner American Zang Investment Council

Rodney Greiner American Zang Investment Council

Aaron Grey Denver Money Manager

Robert Grey Denver Money Manager

Clark Griggs Griggs Wealth Management

Whitney Grimm Ameriprise Financial Services Inc

Jerry Gruber Greenbook Wealth Management Page 14

Scott Guetz Walnut Street Securities

Mimi Hackley Sharkey Howes amp Javer

Roger Harris R Kent Harris amp Associates

Arthur Harter Morgan Stanley

Jimmy Hasson Hasson Financial Page 25

Dennis Haubert Ameriprise Financial Services Inc

Lynn Hendricks Hendricks Financial Services

Scott Henington Morgan Stanley

Jennifer Hilts First Command Financial Planning

Robert Hochstadt GHP Investment Advisors

Jeff Holben The Holben Group

Robert Holland Jr Life Transition Planners Page 15

Kevin Hollis First Command Financial Services

Guy Holman TCI Wealth Advisors

Charlie Host RBC Wealth Management

Lawrence Howes Sharkey Howes amp Javer

Jason Jachimowicz Morgan Stanley

Gregory Jackson Jackson Financial ManagementLPL Financial

Phil Jacobson Synergy Financial Partners

Joel Javer Sharkey Howes amp Javer

Jason Jenkins Jenkins Wealth Management

Karen Jessey Wealth Strategies Group Page 25

Debra Johnson Life Transition Planners Page 15

Susan Johnston Cherry Hills Investment Advisors

Andrew Kark MZ Kark amp Associates

Marvin Kark MZ Kark amp Associates

Jonathan Kelley Hinds Financial Group

Matthew Kelley Gold Medal Waters

Shawn Kelly Townsend Retirement Specialists

Rebecca Kennedy Brown amp Tedstrom

Gary Keyfauver Raymond James Financial Services

Harold Kirschner Sharkey Howes amp Javer

Barbara Klein Lighthouse Advisors

Heather Klutznick Trilogy Financial Services

Colleen Knopinski Knopinski amp Fauver Financial Advisors

Cain Kobert Rocky Mountain Wealth Management

Nathanael Koch Causey Demgen amp Moore

Terry Koele Denver Retirement Partners

Paul Kropatsch Ameriprise Financial Services Inc

Patricia Kummer Kummer Financial Strategies Page 15

Ken Larson RBC Wealth Management

Daniel Lassen Ameriprise Financial Services Inc

Chad Leigh Exit amp Retirement Strategies

Kathleen Lenover Kathleen Lenover

Greg Lessard Ameriprise Financial Services Inc

Steven Levey GHP Investment Advisors

Richard Levine Synergy Financial Partners

David Loos Charles Schwab amp Company

Ronald Lottridge Lockton Companies

Josh Lozow Transitions Wealth Management Page 18

William Magnusson Berkshire Advisor Resource

Adam Makkai Makkai Capital Management

Joel Martin Denver Money Manager

Nicole May AXA Advisors

Cris McBride MampD Financial Services

Brian McDowell Capital Investment Counsel

Mark McGregor McGregor Shaffer Wealth Management

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Man

agers


Dennis Means LPL Financial Page 25

Terry Melonakis Melonakis Financial

Sal Miceli Miceli Financial Planning

Ann Marie Milinazzo Hadad-Milinazzo Financial Group

Jon Moore Moore Financial Group

David Moritz Ameriprise Financial Services Inc Page 25

David Morrison Prosperion Financial Advisors

Richard Mower Meridian Wealth Management Page 16

Richard Munneke Charles Schwab amp Company Page 26

Ryan Murphy Ameriprise Financial Services Inc

Leslie Myers Leslie A Myers

Thomas Nazzaro American Portfolios

Scott Nelson Nelson FinancialRX Gameplan

Neil Nichols Intentional Wealth

Mike Nielson LPL Financial

Amy Noel Amy Noel

Bradley Noland Wagner Wealth Management

Daniel Noven Noven Financial Group

Elizabeth OrsquoDonnell OrsquoDonnell Wealth Management Page 22

Jimmy Oldham Ameriprise Financial Services Inc

Sean OrsquoNeill Raymond James Financial Services

Richard Parker Morgan Stanley

C Gregory Parr Ameriprise Financial Services Inc

David Partheymuller The Normandy Group

Gary Peterson Morgan Stanley Page 26

John Phillips New York Life Insurance Company

Alan Piehl Alan R Piehl CPA

Mary Pierce Ameriprise Financial Services Inc Page 26

Sybil Praski Abacus Financial Group

Lisa Purcell TIAA-CREF

Christine Raines Azimuth Wealth Management

Steven Reed National Planning Corporation

Jerry Reiff Morgan Stanley

James Reinig Reinig amp Associates

David Repka Creative Financial Solutions

Nick Richtsmeier Trilogy Financial Services

Keith Robinson Morgan Stanley

Kevin Rogers Paladin Wealth Management

Eric Rosel Morgan Stanley

Lorelei Rowinski Ameriprise Financial Services Inc

Robert Ryan LPL Financial

Richard Sage LPL Financial

Michael Schwartz Wealth Masters

Gregory Seal Seal Financial Services

David Shapiro Charter Financial Resources

Eileen Sharkey Sharkey Howes amp Javer

Andrea Shortino Ameriprise Financial Services Inc

Gary Sidder Life Transition Planners Page 15

Michael Simmons Transitions Wealth Management Page 18

Mark Sindrich Sindrich and Associates Page 23

John Skram Tarrall Skram amp Nielson

Mark Smith MJ Smith and Associates

Gerda Spears RBC Wealth Management

Paul Staib Staib Financial Planning

Kelly Stecklein Capital Evolution Group

Thomas Stefaniak Pinnacle Wealth Management Page 18

David Stevens Irongate Financial Services

Brian Stouder AXA Advisors

Carol Sutterfield Capital Evolution Group

Eric Swope Ameriprise Financial Services Inc Page 27

Marilynne Tarrall Tarrall Skram amp Nielson

Peter Tedstrom Brown amp Tedstrom

Dustin Tidwell Latitude Financial Group

Kristy Tochihara Morgan Stanley

Kris Tower American Portfolios

Deborah Towers Envision Financial Group

Jeffery E Townsend Townsend Retirement Specialists

Laura Uchida First Financial Strategies

James Urbonas Ascent Financial Advisors

Vincent Valentine First Financial Strategies

Jack Venable Ameriprise Financial Services Inc

Carin Wagner GHP Investment Advisors

Charles Wagner Wagner and Associates

Gary Wagner Wagner Wealth Management

Irwin Wagner Wagner Wealth Management

Rhonda Wagner Ameriprise Financial Services Inc Page 19

Carole Wagner-Grauer MetLife

Damian Walsh Walsh amp AssociatesAmeriprise Financial Services Inc Page 27

Nathan Wangerin Thrivent Financial

Kenneth Warner Ameriprise Financial Services Inc

Timothy Waters Triumph Capital Management

Edward White Moye White

Dennis Whyte Focused Money Advisors

Brenda Wille-Cope First Financial Strategies

Brian Williams GampW Wealth Management Page 27

Craig Williams Williams Investment Network Page 27

Laine C Wolf Morgan Stanley

Charlene Zahn Zahn Financial Services

Diane Zing Trilogy Financial Services

InvestmentsRobert Adams The Milestone Group

Bruce G Allen Bruce G Allen Investments Page 9

Candace Allen Wells Fargo Advisors LLC

Thomas Alley Morgan Stanley

Philip Almon Wells Fargo Advisors LLC

Gregory Anderson GRAnderson Wealth Management Group

Valerie Antonioli Cherry Hills Investment Advisors

John Arnold Wells Fargo Advisors LLC

Willis Ashby Integra Financial Page 20

Mark Autterson WIN Wealth Management

Haden Barber Wells Fargo Advisors LLC

Mark Barczuk Wells Fargo Advisors LLC

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Man

agers


Brian Barish Cambiar Investors

Thomas Barrett Helm Investment Management

Gordon Bauer LPL Financial

Andy Beasley The Milestone Group

Don Beckwith Investment Security Group

Gary Bedford Mid Atlantic Capital Corporation

Brad Bickham Sargent Bickham Lagudis

Jarrod Biebel Wells Fargo Advisors LLC

Ken Blair Edward Jones

Patrick Bloomfield Bloomfield Asset Management Page 12

Donna Boender Wells Fargo Advisors LLC Page 24

Thomas Boh Robert W Baird amp Company

Steve Booren Prosperion Financial Advisors

Mark Boshoven RBC Wealth Management

Sara Boyd CoBiz Wealth

James Brubaker Exit amp Retirement Strategies

Barry Bruner Wedbush Securities Page 24

Barbara Buell Wells Fargo Advisors LLC

David Burros Burros Wealth Management Page 24

Timothy Butler Robert W Baird amp Company Page 13

Khankeo Campbell Wells Fargo Advisors LLC

Robert Campbell Wells Fargo Advisors LLC

Dominic Capuano Robert W Baird amp Company Page 13

John Carnes Edward Jones

Madison Carter Morgan Stanley

Mark Christofferson Wells Fargo Advisors LLC

John Claxton RBC Wealth Management

Margaret Colbert Wells Fargo Advisors LLC

M Katharine Collins LPL Financial Page 24

Bill Connors Value Financial Advisers

Shellee Conrardy Morgan Stanley

Tony Coppola The Milestone Group

John Cormey CoBiz Wealth

John Cox Morgan Stanley Page 21

Jack Crumplar Wedbush Securities

Meagan DrsquoAngelo Sargent Bickham Lagudis Page 21

Lee Ann Day LPL Financial

Carl de Rozario Verdeam

Patty DeLucas Wells Fargo Advisors LLC

Greg Denewiler Denewiler Capital Management

Neil Dermody Wells Fargo Advisors LLC

Christine DeRose RBC Wealth Management

John Diak Oatley amp Diak

Ralph Diaz Wells Fargo Advisors LLC

Michael Dibala Investment Security Group

Paul Dickey INS Capital Management

Robert Dietz RBC Wealth Management

Brenda Dixon RBC Wealth Management

Donald Dodge Wells Fargo Advisors LLC

Neil Draxler Edward Jones

Stephen Dreiling Capital Investment Counsel

Grayson Drexel Wells Fargo Advisors LLC

Mark Duffy Denver Retirement Partners

Eric Duncan Moloney Securites Company

Steve Durman Wells Fargo Advisors LLC

Eric Durnell Ameriprise Financial Services Inc

Todd Dussex Colorado Financial Partners

Melissa Dyer Raymond James Financial Services Page 21

David Easton Easton Financial Advisors

Michael Edwards Morgan Stanley

Steven Ehrman LPL Financial

Mike Elam Charles Schwab amp Company

Steven Ellis Colorado Capital Management

Pat Erickson Cascade Financial Management

Chad Ernzen The Mutual Fund Store Denver

Alan Errickson Wells Fargo Advisors LLC

Galina Esterby Morgan Stanley

Scott Farrar Centric Investment Group

Robert Farris Wells Fargo Advisors LLC

Robert Fillingham RBC Wealth Management

Richard Fishel The Fishel Group

Thomas Fitzgerald RBC Wealth Management

Bruce Friedman Wells Fargo Advisors LLC

Mark Frohlich Wells Fargo Advisors LLC

Jonathan Fung Bernstein Global Wealth Management

Kevin Gallacher Gallacher Capital Management

Ian Gardenswartz Ian D Gardenswartz amp Associates

Geoffrey Gervasini Wakefield Asset Management

David Giocomo Investment Security Group

Richard Goblirsch LPL Financial

Richard Gongorek Wells Fargo Advisors LLC

Veronica Goodrich CarVeri Investments

H Arthur Graper Atlantic Trust

Joseph Graziano Graziano Budny Wealth Management Group

Lynda Gregory Charles Schwab amp Company

Thomas Gregory Merrill Lynch

David Groat Groat amp Soucie

Randy Grose Cherry Creek Retirement Advisors

Victor Guettlein Blueprint Financial Services

George Gumbiner Marathon Investment Management

Melanie Hanby Asset One

David Hansen Meridian Wealth Management Page 16

Ted Harris The Milestone Group

Robert Hart Wells Fargo Advisors LLC

Todd Hauer Morgan Stanley

Brad Hawkins Integrity Financial Solutions

Katherine Heidtbrink Wells Fargo Advisors LLC

Bruce Hemmings Morgan Stanley Page 11

Glenn Hermanson Hoffmann Hermanson

Harold Heuer Morgan Stanley

Pamela Higgins Morgan Stanley

Jonathan Holtzinger Grandview Investment Advisors

Jeffrey Huff Redpoint Capital Management Page 22

Jonathan Hume AXA Advisors

Gregory James Cantella amp Company

James Jansson RBC Wealth Management

Eric Jasper Edward Jones

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Man

agers


Garret Jett Ameriprise Financial Services Inc Page 14

Brian Johnson First Financial Equity Corporation

Joel Johnson TD Ameritrade

Patrick Jolliffe Jolliffe Capital

Robert Junge Hunter Retirement amp Wealth Management

Laurence Kandel Obermeyer Asset Management Company Page 25

Larry Koenigsberg Morgan Stanley

Eric Koeplin The Milestone Group

Christopher Kolker AXA Advisors

H Scott Koplar Ameriprise Financial Services Inc

Joseph Kozmata Raymond James Financial Services Page 22

David Kraatz Morgan Stanley

Barbara Krause Schwab Private Client Investment Advisory

Timothy Kuhlman Morgan Stanley

Porter Landreth Asset One

Drew Lang Wells Fargo Advisors LLC

Todd Lang Wells Fargo Advisors LLC

Dan Large Edward Jones

Jeffrey Larkin Financial Security Management

Lori Lawrence Western Equity Group

Geoff Leopold Edward Jones

Randy Leslie Edward Jones

Mark Levine US Bancorp Investments Page 17

Austin Lewis Lewis Wealth Management

John Lickly First Financial Strategies

Arden Liles Liles Agency

Bruce Lutz MetLife

Andy Lyford Charlton Investment Services Page 22

Tupper MacDowell Robert W Baird amp Company

Leslie MacGuire Wilkonson Wealth Strategies Page 16

Peter MacMillan Edward Jones

Tim Maestas Ameriprise Financial Services Inc

Gary Mangelsdorf LPL Financial

Marla Mason Presidential Brokerage

William Mason Value Financial Advisers

Tanya Mathews Meridian Wealth Management Page 16

Roger Maurer Maurer amp Associates Capital Management

John McCorvie Peak Asset Management

Janet McCoy Seal Financial Services

Mark McCulloch Morgan Stanley

Michael McDonald LPL Financial

Chad McDonnell Denver Investments

David McKinlay David W McKinlay

Jane McMillan Morgan Stanley

Craig Miller Morgan Stanley

Matthew Monks Ameriprise Financial Services Inc

Rebecca Moreland Wells Fargo Advisors LLC

David Morgan Morgan Stanley

Michael Morgan Neidiger Tucker Bruner

Doug Morris The Milestone Group

John Mullaney Wells Fargo Advisors LLC

Michael Mullins Mullins Investment Management

Steve Musick Destiny Capital

Richard Negreann Transitions Wealth Management Page 18

Rebecca Neils Charles Schwab amp Company

Jeffrey Nelligan Morgan Stanley

Bill Noyce Walnut Street Securities

Thomas Obarski LPL Financial Page 26

James OrsquoBrien Gill Capital Partners Page 13

Karen Ogard Robert W Baird amp Company

Alie Olsen Wells Fargo Advisors LLC

Ellen Olsen Wells Fargo Advisors LLC

James Olson Morgan Stanley

David Overton Halbert Hargrove Global Advisors

Roger Papazian Morgan Stanley

Michael Pappas MAP Wealth Management Page 26

Christopher Parsons Wells Fargo Advisors LLC

Marc Pasquariello-Williams Morgan Stanley

Rockwell Pearson First Financial Equity Corporation

Jeffery Peoples G5 Financial Group

Craig Perkins CDP Financial Group

Roy Persky LPL Financial Page 26

Kirk Peterson Peterson Financial Services

Russell Petrin Morgan Stanley

Richard Phillips Wells Fargo Advisors LLC

Patrick Pogue Edward Jones

Jonathan Poster Wedbush Securities

Mitchell Powers Investment Security Group

Julie Pribble CoBiz Wealth

Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 17

Elizabeth Mezei Raabe Capital Investment Counsel

Walter Rasmussen Morgan Stanley

Natalie Robbins Edward Jones

Bret Roberts Morgan Stanley

Rich Rust Investment Security Group

Odette Sahakian Charles Schwab amp Company

Steven Salter SII InvestmentsInsight Asset Management

Karen Salvatore Shine Investment Advisory Services

Richard Saunders Wells Fargo Advisors LLC

Perry Sawano Integrity Financial Solutions

Donald Sawyer Morgan Stanley

Timothy Scaturro ING Financial Partners

Greg Scharlach Greg Scharlach

Shelley Schlossberg CastleMountain Financial Services Page 26

Stacia Schmalzer MetLife

Melanie Schmieding Morgan Stanley

Tim Schott ATON Advisors

David Schreiber Edward Jones

Eric Schulze RBC Wealth Management

Elizabeth Schwinghammer Capital Investment Counsel

Arthur Segall Morgan Stanley

Kara Sekavec LPL Financial

Steven Setchfield Setchfield Associates

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Man

agers

Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College


Lesley Shiffrin Neidiger Tucker Bruner

David Siebert First Financial Equity Corporation

R Brady Siegrist Janiczek amp Company

David Simon SRS Capital Advisors Page 26

Paul Smith Wells Fargo Advisors LLC

Douglas Smooke Renaissance Wealth Management

Gary Smy Morgan Stanley

Darin Snow Gill Capital Partners

Tim Soderquist Morgan Stanley

Justin Soucie Groat amp Soucie

Ann Sparks Wells Fargo Advisors LLC

Sharon Starkey Wells Fargo Advisors LLC

Carrie Steinert Colorado State Bank and TrustBOSC Page 23

Julie R Stone Morgan Stanley

Bill Stordahl Stordahl Capital Management

Jeffrey Stotler Edward Jones

Thomas Straight Intergrated Wealth Management

Paul Stratton Edward Jones

Adam Strickman Ameriprise Financial Services Inc

Ted Swenson Colorado Financial Partners Page 27

Jeffrey Swingle Edward Jones

Hony Tarrall Tarrall Skram amp Nielson

Scott Taylor Value Financial Advisers

Sam Tenney Gallacher Capital Management

Vernon Trexler Wells Fargo Advisors LLC

Matthew Trontel Schwab Private Client Investment Advisory

Charles Turner The Mutual Fund Store

David Twibell Custom Portfolio Group

Rob Typher Typher Financial Services

Judith Wagner CoBiz Wealth

Jeffrey Wall Morgan Stanley

Greg Wambolt Wambolt amp Associates Page 23

Sterling Warburton Raymond James amp Associates

Jeff Warren Wells Fargo Advisors LLC

Rick Watson The Milestone Group

Ben Weaver BSW Wealth Partners

Robert Webster Webster Investment Advisors Page 27

Richard Weintraub Meridian Wealth Management Page 16

Chad Williams Capital Investment Management

Don Williams WMS Financial Group

Daniel Winckler Morgan Stanley

John Winslow Gill Capital Partners Page 13

John Winterscheidt WIN Wealth Management

Bill Woodward Wells Fargo Advisors LLC

Dana Wozniak Edward Jones

Troy York Edward Jones

Scott Young Robert W Baird amp Company

Michael Zahler Wells Fargo Advisors LLC Page 19

Jonathan Zeschin Essential Investment Partners

Ron Zimmermann Morgan Stanley Page 27

TaxationKirk Avery Kirk B Avery CPA

Marc Bradac Hanson amp Company CPAs

William Brashier Brashier amp Foss CPAs

Charles Bryson Bryson Engelstad amp Company

Marilyn Burnside Marilyn R Burnside

Bruce Cantor Cantorsup2 CPAs

Mel Cantor Cantorsup2 CPAs

Patrick Comiskey Comiskey and Company

Brent Corrigan Brinkerhoff Revenig amp Corrigan

Matthew Dumford Matthew E Dumford

Mona Feeley WhippleWood CPAs

Mira Fine Hein amp Associates

Karl Firor Firor amp Company CPAs

Brenda French Mann amp Company CPAs

Theodore Gelt Baker Hostetler

Dan Giordano DCG CPAs

Cindy Gomerdinger Gomerdinger amp Associates

Scott Greiner Moye White Page 21

Kenneth Jackson Kenneth L Jackson amp Associates

Gary Jacobs Gary A Jacobs amp Associates

Damon Kaplan Kaplan amp Associates Page 25

Sarah Knight Knight Field Fabry

Lee J Knoll Knoll amp Company

Debra Konczak Tobin Ruparel Konczak amp Mundell

Steven N Kreisman The Kreisman Group CPAs

Lyle Mattern Bauerle amp Company

Sarah Mattern Bauerle amp Company

Frank Mihoda Mihoda amp Company

Mark Moore Hanson amp Company CPAs

Robert Nadorff Marrs Sevier amp Company

Patricia OrsquoConnor OrsquoConnor amp Ward CPAs

William Rooney GHP Horwath

Mary Ruparel Tobin Ruparel Konczak amp Mundell

Chris Russo Innovative Accounting Solutions

Ken Saliman Smith Brooks Bolshoun amp Company

Bryan Schmitt Schmitt amp Associates

Susanne Schor Susanne R Schor CPA

Michael Schumacher Schumacher amp Associates

Daniel Seff The Seff Group

Ryan Senger Borchardt Senger amp Associates Page 23

Carla Sievers Sievers amp Associates

Daniel Swires Daniel L Swires CPA

Thomas Tabuchi Hull amp Associates

David Taylor Anton Collins Mitchell

Mark Wagner Wagner Barnes

Jeff Watkins EKSampH

Richard Whipple WhippleWood CPAs

Greg Zick Zick Business Advisors

Trust ServicesDaniel Rich Steele Street Bank amp Trust

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Man

agers

Bruce G Allen

Making Your Wealth Work for You

Bruce G Allen Investments LLC was created to serve as our clientsrsquo sole fi nancial advisor mdash as their personal CFO We help them unify the various pieces of their fi nancial puzzle creating an organized fi nancial plan to help our clients realize the goals

and aspirations of their lives We provide consistent and clear communication to monitor their progress and adjust to lifersquos changes

bull Independent consulting and unbiased advice

bull Comprehensive and ongoing investment management

bull Individualized strategies to achieve your fi nancial goals

Title President

Credentials AIFAreg CIMAreg CPWAreg General Securities Principal

We help clients clarify their goals and financial objectives to achieve financial independence

Bruce G Allen Investments LLC

370 17th Street Suite 3580 bull Denver CO 80202Office (303) 592-5535 bull Fax (303) 592-5534

ballenfanationsfgcom bull wwwbrucegalleninvestmentscom

Investment and advisory products and services are offered through Nations Financial Group Inc Member FINRA SIPC a Registered Investment AdvisorBruce G Allen Investments LLC is a separate entity from Nations Financial Group Inc Availability of services is subject to applicable licensing requirements

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Man

agers

G5 Financial GroupThe Power of Experience

Two-year winner Scott Forsyth

bull Comprehensive wealth management pre- and post-retirement income planningbull Financial planning proactive tactical asset management and insurance planningbull Wealth accumulation preservation and transfer strategies

5613 DTC Parkway Suite 1200 bull Greenwood Village CO 80111Office (303) 721-0691 bull Toll-free (888) 705-7604

scottforsythg5financialgroupcom bull wwwg5financialgroupcom

Securities and Advisory Services offered through Geneos Wealth Management Inc Member FINRASIPCAdvisory Services offered through G5 Financial Group RIA LLC an SEC-Registered Investment Advisor

Titles Scott Forsyth CFPreg Managing Principal G5 Financial Group

The G5 Financial Grouprsquos premise is simple yet rare combine many minds years of experience wisdom talent and skill in order to be more eff ective at solving your unique issues and better meet your needs With more than 20 investment and insurance professionals up and down the front range from

Colorado Springs to Fort Collins the G5 Financial Group off ers the full array of services found in the large national brokerage fi rms while still maintaining the personalized private attention expected from an independent advisor

Two-

Year

Winn

er

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Man

agers

The Hemmings Group at Morgan Stanley Excellence in Wealth Management

Asset Management Asset-Based Lending Wealth Protection Estate Planning Retirement Income Solutions

Left to right Darrell McAllister Brandy Carlson Joyce Moreno Gary Edgar two-year winner G Bruce Hemmings

bull Comprehensive wealth management and fi nancial planningbull Personalized portfolio management and advisory services for high-net-worth clientsbull Multigenerational family focus and custom-tailored solutions

6125 Sky Pond Drive Suite 100 bull Loveland CO 80538Office (970) 776-5501 bull Toll-free (866) 749-5423famorganstanleyindividualcomhemmingsedgar

copy 2012 Morgan Stanley Smith Barney LLC Member SIPCMorgan Stanley Smith Barney LLC its affiliates and Morgan Stanley Smith Barney Financial Advisors do not provide tax or legal advice Clients should consult their tax

advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters

G Bruce Hemmings Senior Vice President ndash Wealth Management Financial Advisor Darrell McAllister Financial Advisor Gary Edgar Registered Marketing Associate Joyce Moreno Senior Registered Associate Brandy Carlson Registered Associate

The Hemmings Group with two-time Five Star award winner Bruce Hemmings brings an experienced team-based approach to help address the fi nancial planning needs of their clients They are focused on giving personalized investment advice and exceptional client service The group applies their wealth advisory and investing experience to develop a thorough understanding of their clientsrsquo fi nancial objectives implementing a tailored fi nancial strategy and monitoring their clientsrsquo ongoing progress

PhilosophyThere is no substitute for experience expertise and integrity

Client ApproachPlanning based needs driven

Industry ExperienceG Bruce Hemmings 32 years

Five Star WinnerG Bruce Hemmings 2009 2012

Two-

Year

Winn

er

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Man

agers

Kean O Boucher

Trust bull Integrity bull Respect

bull Comprehensive wealth management

bull Personalized estate planning

bull Customized retirement strategies

Mitigating and managing risk is fundamental to any wealth management plan With you we will create strategies that position your assets to take advantage of opportunity and to help protect those assets should the investing environment deteriorate Boucher Wealth Management Group is a comprehensive fi nancial services fi rm committed to helping you improve your long-term fi nancial success through a rational and well-reasoned approach to wealth management and estate planning

400 Inverness Parkway Suite 200 Englewood CO 80112

Toll-free (800) 318-8840

keanboucherlplcom boucherwmgcom

Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor Member FINRASIPC Advertisement sponsored in part by Lincoln Financial Distributors

Patrick Bloomfield

Personalized Financial Solutions

bull Customized professional investment planning

bull Committed to a high standard of personal service

bull Experienced approach to the fi nancial markets

Title PrincipalCredential CERTIFIED FINANCIAL PLANNERtradeLeft to right Loretta Freelong three-year winner Patrick Bloom eld

For more than 30 years Patrick has developed a successful business practice by forming long-term relationships as a fi nancial advisor for business owners executives retirees and nonprofi t organizations with a commitment to trust and integrity as the cornerstones He understands that every client situation is unique and that the investment plan needs to be customized for their specifi c goals and risk tolerance yet fl exible enough to evolve with the client over the course of their lifetime As an independent fee-based advisor Patrick has the ability to manage your investments and to avoid confl icts of interest Loretta Freelong Sr Registered Client Associate who handles all administration has more than 40 yearsrsquo experience

Bloomfield Assets Management LLC5299 DTC Boulevard Suite 210Greenwood Village CO 80111

Phone (303) 800-3334Toll-free (888) 338-4713

PatrickbaminvestcomwwwBloomfi eldAssetManagementcom

Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors Financial Network LLC Member SIPC is a registered broker-dealer and separate nonbank affiliate of Wells Fargo amp Company [CAR 0812-04072]

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Man

agers

The CapuanoButler Group

Integrity Is the Diff erence

bull A partnership with our clients

bull Timely and frequent communication

bull Focus on individual client needs

Left to right Three-year winner Dominic Capuano Melissa Elliottand four-year winner Tim Butler

Dominic and Tim have more than 35 years of industry experience that they bring with them to their new home Robert W Baird amp Co Joining them is 11-year Baird veteran Melissa Elliott to round out this formidable fi nancial services trio Dominic and Tim are once again very proud to be named Five Star Wealth Managers

We are more excited than ever about the resources and tools that our new home provides allowing us to provide the best client experience yet

210 University Boulevard Suite 900Denver CO 80206

Offi ce (303) 270-6300Direct (303) 270-6308

tbutlerrwbairdcom bull dcapuanorwbairdcomwwwbairdfi nancialadvisorcomthecapuanobutlergroup

Robert W Baird amp Company Member SIPC

Gill Capital Partners Team

Our Diff erence Is Capital

bull Comprehensive private wealth services

bull Client-focused service promise

bull Multi-generational planning available

Titles Managing Partners

Credentials CFPreg CIMAreg

Left to right Three-year winner John Winslow Darin Snow and four-year winner James OrsquoBrien

Thank you to our clients for their continued trust Since 2009 weve been able to celebrate our Five Star recognition with you Most fi nancial advisors sound and look the same but at Gill Capital Partners our diff erence is truly capital This year we introduced a six-pillared client service promise that encompasses everything from ease of on-boarding to transparency of fi rm compensation We know that were only as good as your word

600 South Cherry Street Suite 800 Denver CO 80246

Phone (303) 296-6260 Toll-free (800) 288-3777

infogillinvestcom wwwgillinvestcom

Member FINRA SIPC

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Man

agers

Garret T Jett

Your Wealth Your FutureOur Focal Point

bull Disciplined investment approach based on modern portfolio theory overlaid with technical trend analysis security selection and a tactical allocation for a sophisticated approach to risk management

Focus Retirement Income Strategies Protection Planning Wealth Transfer TacticsTitles Financial Advisor Associate Vice President APMASM

Left to right Ryan Murphy Kathleen Leopold three-year winner Garret T Jett

As a fi nancial advisor my mission is to help you plan for the fi nancial future you envision for yourself and your family My practice works with you to create a plan that simplifi es your overall fi nancial picture Our team uses todayrsquos technology to integrate a sophisticated wealth management program with an emphasis on risk management while striving to set ourselves apart from our competition This system provides you with the confi dence you need to navigate through the ldquonew normal economyrdquo and prepare for the certainty of uncertainty in life We educate our clients on their investment options for the issues that matter most while adhering to our integrity and ethics

10375 Park Meadows Drive Suite 125Lone Tree CO 80124

Offi ce (303) 222-2612 Ext 2612Toll-free (800) 332-9222 Ext 2612

gjettampfcom bull wwwameripriseadvisorscomgarrettjett

Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all jurisdictions or to all clients

Jerry L Gruber

A Comprehensive Integrated Disciplined Approach

bull A strategy-fi rst approach

bull Dedicated and unbiased service and advice

bull Building lasting client relationships

Certified Wealth Strategist (CWS)

CLUreg ChFCreg

We are an independent fi nancial planning fi rm and we are not tied to any single company or product

The fi rst step in our relationship begins with developing a customized written strategy for each client Once we agree on your strategy we search the universe for the most appropriate fi nancial solutions for you Then we implement review and monitor the strategies to make sure you stay on track toward your personal and fi nancial goals and objectives

68 Inverness Lane East Suite 104 Englewood CO 80112

Offi ce (303) 290-6113 bull Toll-free (888) 290-6117

jgrubergreenbookwmcom wwwgreenbookwmcom

Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inc

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Man

agers

Kummer Financial Advisors Team

Helping to Align YourGoals for a Successful Future

bull Ethical strategies for more than 25 years

bull Integrity commitment education

bull Custom approach to wealth accumulation

Life and Retirement Planning Personal Risk Evaluation

CFPreg Past-President member FPA Left to right Greg Richards Courtney Davis three-year winner Patricia Kummer Phil Wilson

A dedicated team of professionals trained to help you identify your goals and build a custom strategy

Education is paramount for investors in all stages of life Let us help you set priorities reduce taxes create a lifestyle and build fi nancial confi dence Enjoy personal attention to your specifi c needs

Our mission is to provide fi nancial services education and advice to professionals and families to better enable them to achieve peace of mind and fi nancial security

8871 Ridgeline Boulevard Suite 100 Highlands Ranch CO 80129

Phone (303) 470-1209

clientservicekummerfi nancialcom wwwkummerfi nancialcom

Kummer Financial Strategies Inc is an independent Registered Investment Advisory firm

Life Transition Planners TeamInnovative Solutions to

Navigate Lifes Transitions

bull Caring experienced and dedicated

bull Solid principles sound strategies

bull Your goals our mission

Bob Holland CERTIFIED FINANCIAL PLANNERtradeDeb Johnson ChFCreg CDFA tradeGary Sidder CERTIFIED FINANCIAL PLANNERtrade

Left to right Two-year winner Bob Holland 2012 winner Deb Johnson and four-year winner Gary Sidder

LTP is a fee-based comprehensive fi nancial planning and wealth management practice All of our clients get the benefi ts of a full fi nancial plan before we recommend any course of action beginning with the end in mind As fi duciaries at all times we strive to place the interest of our clients ahead of our own Building lasting relationships and helping our clients to meet their fi nancial and life goals are the foundations of our practice We are passionate about helping our clients succeed

Life Transition Planners Inc 7631 Shaff er Parkway Suite A bull Littleton CO 80127-3011

Phone (303) 933-6226 bull Toll-free (800) 926-3302

bobhollandlifetransitionplannerscomgarylifetransitionplannerscom deblifetransitionplannerscom wwwlifetransitionplannerscom

CERTIFIED FINANCIAL PLANNERreg practitioner as authorized by the Certified Financial Planner Board of StandardsSecurities and Investment Advisory Services offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Life Transition Planners Inc

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Man

agers

Leslie Ann MacGuire

Have a Strategy for aBull or a Bear Market

bull Knowledge of the markets and trends

bull Personal attention to risk tolerance

bull Creative approach to managing money

Leslie Ann MacGuire LPL Branch ManagerFocus Financial Planning Investments and Estate Planning

I want to thank my clients for their trust and continued business We work hard to maintain long-term relationships with our clients by consistently keeping them updated on the markets We believe buy and hold is no longer a strategy As the markets change itrsquos important to change with them We use practical hands-on knowledge of the trends Your personal strategy will be designed with risk tolerance in mind

Wilkonson Wealth Strategies 5455 Landmark Place Suite 515Greenwood Village CO 80111

Phone (303) 531-7667

lesliemacguirelplcom

No strategy assures success or protects against loss Securities and Financial Planning offered through LPL Financial a registered Investment Advisor Member FINRASIPC

Two-

Year

Winn

er

Meridian Wealth Management Team

Unbiased and Independent

bull Working together on lifersquos ldquowhat ifsrdquo

bull Independence powered by LPL Financial

bull Trusted guidance exceptional service

Left to right 2012 winner Richard Weintraub two-year winner Richard Mower 2012 winner Tanya Mathews three-year winner David Hansen

It is a great honor for all four partners in Meridian Wealth Management to receive the coveted Five Star Wealth Manager award

As an independent fi rm we provide truly unbiased investment advice and highly personalized service Founded by seasoned and accomplished investment advisors our fi rm intentionally serves a limited number of valued clients Serving fewer clients lets us develop intimate relationships and create multigenerational trust

4430 Arapahoe Avenue Suite 210 Boulder CO 80303

Boulder (720) 274-1656 bull Denver (303) 357-4741

meridianteamcom

Securities offered through LPL Financial member FINRASIPC Investment advice offered through Meridian Wealth Management a registered investment advisor and separate entity from LPL Financial

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Man

agers

Sandon Purcell

Comprehensive Wealth Management

bull Exceptional customer service

bull Dividend-oriented income strategies

bull Full-service professional advice

Sandon Purcell Branch Manager Loretta Freelong Client Service Manager

Left to right Loretta Freelong and Five Star award winner Sandon Purcell

After spending years accumulating your wealth it is critical to build a solid plan to help you preserve and grow your estate for a comfortable retirement With more than 20 years of experience Sandy will work with you to build a portfolio that is fl exible easy to understand and designed to help meet your specifi c goals

Call us today for a complimentary fi nancial analysis

5299 DTC Boulevard Suite 210 Greenwood Village CO 80111

Offi ce (303) 800-3350

sandonpurcellwfafi netcom wwwpurcellcapitalcom

Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors Financial Network LLC Member SIPC is a registered broker-dealer and separate nonbank affiliate of Wells Fargo amp Company [CAR 0812-04546 83112]

Investment and Insurance Products

NOT FDIC-Insured NO Bank Guarantee MAY Lose Value

The Private Client Group

Enriching the Lives of Our Clients

bull Comprehensive wealth management solutions

bull Highly personalized service expert advice

bull US Bancorprsquos long history of fi nancial strength and stability

Mark Levine Financial Advisor CRPCregEmma Romero Investment Sales AssistantLynette Waneka US Bank Branch Manager

Left to right Emma Romero four-year winner Mark Levine Lynette Waneka

730 Colorado BoulevardDenver CO 80206

Phone (303) 394-7060

wwwusbankcom

Investment products are not a deposit are not FDIC insured are not guaranteed by the bank may lose value and are not insured by any federal government agency Investment products and services are available through US Bancorp Investments Inc member FINRA and SIPC an investment adviser and a brokerage subsidiary of US Bancorp and an a liate of US Bank To receive the 2012 Five Star Wealth Manager award researched and managed by Five Star Professional a wealth manager must be nominated by either a peer or by their rm In the case of representatives of US Bancorp Investments Inc rm nominations are made by either the individualrsquos Region or Division Manager Nominees are then evaluated using a list of 10 objective criteria and feedback from consumer surveys Consumer feedback and surveys are promoted via local advertising through the Five Star Professional website and by Five Star Professional researchers to augment the regulatory review of reported complaints Those wealth managers whom satisfy the criteria were named a Five Star Wealth Manager Find full measurement formulas and information on www vestarprofessionalcom The 2012 Five Star Wealth Managers do not pay a fee to be included in the research or the nal list of Five Star Wealth Managers but may pay for licensed use of the Five Star emblem and award Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future The Five Star award is not indicative of the wealth managers future performance The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional 5280 magazine or ColoradoBiz magazine (USBI 0912243)

Not Five Star award recipients

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Man

agers

Transitions Wealth Management TeamWealth Management Through a

Comprehensive Five-Step Process

bull Simple and elegant wealth management

bull Disciplined approach to our process

bull Collaborative needs-based solutions

Credentials CPA PFS CFPreg

Left to right Four-year winner Bruce Bendell two-year winner Josh Lozow 2012 winner Michael Simmons and three-year winner Richard Negreann

Transitions Wealth Management LLC assists those experiencing life transitions (widows divorce retirement inheritance and liquidity events) to make intelligent decisions with their fi nances through a comprehensive fi ve-step process We do this by acting as your personal wealth manager We use a consultative process to identify your current fi nancial situation and challenges and then design solutions intended to help you achieve your most important goals

8101 East Prentice Avenue Suite 800 Greenwood Village CO 80111

Phone (303) 221-4867 Toll-free (800) 230-2941

infotransitionswmcom wwwtransitionswmcom

Registered Investment Advisor Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability Transitions Wealth Management LLC and the Five Star program are not affiliated

Tom Stefaniak

Investing for Your Best Interest

bull Independent unbiased advice

bull Tailored fi nancial planning

bull Surge-and-protect investment strategy

Title Wealth Advisor

Credential CERTIFIED FINANCIAL PLANNER reg

We build relationships to provide tailored planning and investment advice to help you reach your goals and live your dreams This is the mission statement of Pinnacle Wealth Management With more than 25 years experience in the fi nancial services industry Tom Stefaniak is dedicated to developing long-term relationships to provide outstanding client service and accessibility to assist his clients with a wide range of fi nancial needs

2696 South Colorado Boulevard Suite 430 Denver CO 80222

Offi ce (303) 806-0988 tompinnaclewmcom wwwpinnaclewmcom

Securities and Advisory Services offered through LPL Financial Member FINRASIPC Financial planning offered through Pinnacle Wealth Management a Registered Investment Advisor and a separate entity

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Man

agers

Michael Zahler

Independent Objective and Unbiased

bull Customized wealth management solutions

bull Personalized retirement strategies

bull Experienced with 401(k) plans

Michael Zahler Senior Vice President ndash Investments

Nancy Ball Senior Registered Client Associate

Elizabeth Schauer Client Associate

Left to right Nancy Ball four-year winner Michael Zahler Elizabeth Schauer

With 23 years of experience Michael and his teams guiding principle is to treat clients the way they would want to be treated if they were the client To remain true to this Michael identifi es life goals and dreams creates personalized investment solutions and takes the time to explain recommendations so that clients can be confi dent in all investment decisions They also help business owners across the US set up 401(k) plans or resolve issues with existing plans

Wells Fargo Advisors LLC 5613 DTC Parkway Suite 1000 Greenwood Village CO 80111

Direct (303) 488-2462 Toll-free (800) 999-7900 Ext 222

michaelzahlerwfadvisorscom wwwmichaelzahlerwfadvcom

Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0912-01260]

Rhonda L Wagner

Working to Preserve and Grow Wealth

bull Honesty and integrity

bull A unique and disciplined approach

bull Comprehensive fi nancial planning

Financial Advisor Associate VP

CFPreg ChFCreg

I am honored to be selected a third time for this prestigious award I am passionate about working with clients to help them meet their fi nancial needs and plan for the future I will look at your entire fi nancial picture including cash reserves and debt management investments protection and taxes I also ask the right questions and listen closely to your answers That way you can feel confi dent that the advice I provide refl ects your personal dreams and goals

10375 Park Meadows Drive Suite 125 Lone Tree CO 80124-6803

Direct (303) 222-2610 bull Toll-free (800) 332-9222 RhondaWagnerampfcom

ameripriseadvisorscomrhondawagner


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Man

agers

Ronald Colson

Colson Financial Group Inc PO Box 280929Lakewood CO 80228

Phone (303) 898-2622

wwwColsonFinancialcom

bull Fee-only (no product sales) fi nancial planningbull Fee-based (no sales commissions) wealth managementbull Personalized fi nancial advice since 1987

Specializations Financial PlanningWealth Management

CFPreg practitioner MBA ndash Finance (University of Colorado)

Honesty Integrity and Fiduciary Care

We provide ldquonot-yet-wealthyrdquo folks with the same high level of fi nancial planning service and institutional wealth management that is usually reserved only for the very wealthy We function as a fi duciary which means that we always place your best interests ahead of our own We have no affi liation with any brokerdealer therefore we avoid all confl icts of interest imposed by product sales incentives

Colson Financial Group Inc is a Registered Investment Advisor

Willis G Ashby

5105 DTC Pkwy Ste 316Greenwood Village CO 80111Offi ce (303) 220-5525Toll-free (800) 898-5450willisintegrafi nancialwswwwintegraconet

bull Unbiased objective research advice bull Fee based no confl icts with a bankbroker-dealer bull We support your path to a comfortable retirement

Focus Investments IRAs 401(k)s Retirement Planning

Willis Ashby CFPreg Member FPA BBB Past President of Local NAIFA

Your Goals Our Experience and Expertise

With more than 60 years of combined offi ce experience we are able to provide complete planning advice and management Our fee-based business model is designed for total transparency and aligns your goals with ours You deserve a comfortable retirement We can work to set you up with one

Willis G Ashby is the owner of Integra Financial Inc a Registered Investment Advisory firm domiciled in Colorado and registered with the Colorado Division of Securities Integra Financial

Inc does business with clients in multiple states including Colorado Texas and others

Robert H Bastiaans

7979 E Tufts Ave Ste 1050 Denver CO 80237 Offi ce (303) 689-7424 Toll-free (800) 991-0993 roberthbastiaansampfcom wwwbobbastiaanscom

bull Planning for the certainty of uncertainty bull Understanding your goals and dreams bull Developing strategies tailored to your needs

Title Private Weath Advisor

Credentials CFPreg APMASM MSFS CLUreg ChFCreg

Shaping Financial Solutions

For 34 years I have been helping clients develop fi nancial planning strategies that address multigenerational planning as well as day-to-day needs My talented team and I strive to enhance our clientsrsquo abilities to make fi nancial and investment decisions that align with their values and help to achieve their goals

Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment

and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Some products and services may not be available in all

jurisdictions or to all clients

Brent Burrows

Raymond James4643 S Ulster St Ste 1350Denver CO 80237

Offi ce (303) 200-1427

brentburrowsraymondjamescom wwwraymondjamescombrentburrows

bull Retirement planning bull Custom portfolio management bull Wealth transfer and preservation

Title First Vice President ndash Private Client Group

Experience and Expertise

I have been advising my clients for more than 26 years and believe it is more important than ever to have a well-thought-out proactive investment strategy guided by expert counsel and experience I am committed to building strong long-term relationships by combining the highest level of service with unique portfolio management capabilities

Raymond James amp Associates Inc Member New York Stock ExchangeSIPC

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Man

agers

Meagan DAngelo

Sargent Bickham Lagudis 1801 13th St Ste 208 Boulder CO 80302

Offi ce (303) 443-2433 Ext 112 Cell (303) 809-8797

meagansblfi nancialcom wwwsargentbickhamcom

bull Investment management and fi nancial counsel bull Independent and objective bull A comprehensive approach

Advisor Portfolio Manager Financial Planner

CERTIFIED FINANCIAL PLANNER trade

Managing Wealth to Align With Goals

Founded in 1988 in Boulder Sargent Bickham Lagudis has a tradition of providing close personal attention sophisticated fi nancial planning and the unrelenting pursuit of excellent investment resultsToday Sargent Bickham Lagudis has a team of 20 professionals and associates managing more than $700 million for a diverse group of individuals corporations and nonprofi t organizations SBL is one of the oldest and largest private wealth management fi rms in Colorado and is always graciously accepting new clients

Scott P Greiner

1400 16th St 6th Fl Denver CO 80202 Phone (303) 292-7942 Offi ce (303) 292-2900 scottgreinermoyewhitecom wwwmoyewhitecom

bull Trust and estate planning and administration bull Charitable gift planning bull Business and real estate tax planning

Co-Chair (Estate Trust and Tax Group)

JD LLM (Taxation)

Experience Does Make a Diff erence

As an experienced business and estate attorney Scott advises clients on how to eff ectively structure their business and real estate ventures as well as insulate wealth from transfer taxes He assists clients with their estate and business planning needs utilizing creative income estate and gift tax savings strategies Scott also helps clients achieve their philanthropic objectives through establishment of private foundations and charitable lead and remainder trusts

John Cox

370 17th St Ste 5100Denver CO 80202Offi ce (303) 595-2125Toll-free (800) 767-9983johncoxmssbcom

bull Discretionary active account managerbull Average relationship duration 18 yearsbull 29 years as an investment professional

Titles Portfolio Manager Financial Advisor

Relationships for the Long Run

In this new era of economic uncertainty the traditional approach to long-term investing needs to be questioned With more than 29 years as an investment professional and asset manager John utilizes active management risk strategies and discipline to build and protect client assets This approach has resulted in relationships that last through generations Is active account management for you

copy 2012 Morgan Stanley Smith Barney LLC Member SIPC

Two-

Year

Winn

er

Melissa S Dyer

10463 Park Meadows Dr Ste 115 Littleton CO 80124 Phone (303) 792-7340 Ext 2 Direct (720) 209-3095 m elissadyerraymondjamescom wwwraymondjamescommelissadyer

bull Customized wealth management bull Retirement income strategies bull Professional caring service

Melissa Dyer CERTIFIED FINANCIAL PLANNERtrade MBA

Personalized Financial Planning

Blending integrity hard work and a willingness to listen to each client like he or she is the only investor in the world Melissa Dyer is dedicated to assisting her clients in reaching their fi nancial goals She uses a hands-on approach when working with clients meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives throughout changing personal and market conditions

Securities offered through Raymond James Financial Services Inc Member FINRASIPC

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Man

agers

Joseph Kozmata

Raymond James Financial Services 10463 Park Meadows Dr Ste 115Littleton CO 80124

Phone (303) 792-7340

Josephkozmataraymondjamescom

RaymondJamescomJosephKozmata

bull Comprehensive wealth managementbull Investments tailored to clientsrsquo objectivesbull Personalized service

Areas of Focus Investment and Retirement Planning

Credentials CFPreg CFA

Personalized Investment Strategies

As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade and Chartered Financial Analystreg credentials Joe focuses his eff orts on managing and preserving his clientsrsquo wealth for their fi nancial future He works with his clientsrsquo CPA and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives


Andy Lyford

2525 16th St Ste 118CDenver CO 80211-3958Phone (303) 355-5039andrewlyfordlplcom

bull Personalized high-quality fi nancial services bull Independent objective and unbiased advice bull Planning strategies with portfolio design and diversifi cation

Fourth-Generation Colorado Native

I work hard to create one-on-one long-term relationships focusing on all of my clientsrsquo fi nancial needs My team approach to investment advice centers around your particular fi nancial hopes and dreams I know how critical aspirations such as sending your child to the right school providing for a comfortable retirement and fi nancial independence late in life are to creating fi nancial confi dence

Securities and advisory services offered through LPL Financial a Registered Investment Advisor Member FINRASIPC

Areas of Focus Financial Planning Estate Planning Asset Allocation

Elizabeth OrsquoDonnell

3773 Cherry Creek N Dr Ste 575Denver CO 80206Phone (303) 331-6434elizabethoingfpcomwwwodonnellwealthcom

bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management

Financial Advisor

MBA University of Colorado

Integrity bull Excellence bull Commitment

Elizabeth has an impressive reputation for objective intelligent highly personalized service Her integrity and experience enable her to deliver eff ective plans that refl ect her clientsrsquo values personal objectives and long-term goals Her breadth of knowledge make her a trusted fi nancial advisor able to inform motivate and advise clients so they are best positioned for success and peace of mind

Securities and investment advisory services offered through ING Financial Partners Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by ING Financial Partners

Jeffrey T Huff

6400 S Fiddlers Green Cir Ste 1840 Greenwood Village CO 80111 Offi ce (720) 963-6120 Cell (303) 888-5511 jeff reyhuff wfafi netcom wwwjeff reyhuff wfadvcom

bull Five Star award winner 2010 2011 2012 bull Customized portfolio management bull Highly personalized service and advice

President Branch Manager

Professionalism With Integrity

For more than 24 years Jeff has provided his clients with customized comprehensive wealth management strategies and advice As an independent business owner I understand the fi nancial challenges you face everyday Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection

process Investment Products and services o ered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank a liate of Wells Fargo amp

Company Redpoint Capital Management is a separate entity from WFAFN [CAR 0912-00032]

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Man

agers

Mark Sindrich

1490 S Pearl StDenver CO 80210Offi ce (303) 744-8899Toll-free (800) 825-8259infosindrichcomwwwsindrichcom

bull Helps you plan manage and preserve wealthbull Helps develop integrated wealth managementbull Committed experienced and accountable

Credentials CFPreg Life Health Disability Insurance and Securities

Our Disciplined Success Methodtrade

For more than 28 years the professionals at Sindrich amp Associates have provided sophisticated wealth design planning for entrepreneurs business owners executives and their families Our comprehensive planning coordinates many facets for a broad range of clientsrsquo fi nancial needs through discipline diversifi cation and tax-effi cient strategies We thank our clients for their years of partnership

Securities and Invesment Advisory Services may by offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Sindrich amp Associates or Five Star

Professional NFP Securities Inc does not provide legal or tax advice

Greg A Wambolt

13976 W Bowles Ave Ste 200 Littleton CO 80127 Phone (720) 962-6700 gregwamboltwamboltandassoccom

bull Deliver actionable solutions bull Personalized client support bull Embrace words traditional and conservative

CFPreg CLUreg CHFCreg

Five Star award winner 2011 ndash 2012

Wealth Management Partners

We partner with you and your family to transition from today to retirement managing key milestones along the journey mdash fi nancial planning investment management tax planning and more Our approach to money management starts and ends with the fi nancial plan mdash itrsquos the blueprint to mapping out your journey

Wambolt amp Associates LLC is a SEC-Registered Investment Adviser Advisory services are only o ered to clients or prospective clients where Wambolt amp Associates LLC and its representatives are properly licensed

or exempt from licensure Investing involves risk and possible loss of principal capital No advice may be rendered by Wambolt amp Associates LLC unless a client service agreement is in place

Two-

Year

Winn

er

Ryan Senger

6000 Greenwood Plz Blvd Ste 125 Greenwood Village CO 80111 Direct (303) 488-7575 Offi ce (303) 488-7570 RyanBorchardtSengercom wwwBorchardtSengercom

bull Comprehensive tax compliance services bull Intelligent tax planning strategies bull Expert support for high-net-worth clients

Title Partner

Credentials CPA MT

Value Integrity Professionalism

Our fi rm specializes in tax compliance and consulting for businesses and their owners as well as high-net-worth individuals Ryan holds a Master of Taxation from the University of Denver and has more than 13 years of public accounting experience He has extensive experience working with partnerships S corporations and individuals Our fi rms focus is to provide accurate and timely advice to assist our clients in making informed business and personal tax decisions

Carrie Steinert

8095 E Belleview AveEnglewood CO 80111Phone (303) 524-3173 csteinertcsbtcomwwwcsbtcom

bull Customized fi nancial solution sbull Unbiased investment advice bull Retirement planning and money management

Titles Vice President Client Advisor

CTFA Series 66-IAR

Long Live Your Money

Carrie off ers an array of comprehensive investment management services designed to meet the needs of high-net-worth individuals families and business owners Every client enjoys a one-on-one relationship with Carrie who addresses critical fi nancial priorities preserving wealth building new assets establishing a legacy and more

copy 2012 Colorado State Bank and Trust a division of BOKF NA dba Colorado State Bank and Trust Member FDIC Equal Opportunity Lender

Two-

Year

Winn

er

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Man

agers

Scott J Atwell PC 5299 DTC Blvd Ste 260 Greenwood Village CO 80111 Phone (303) 220-7700 scottscottatwellcom scottatwellcom

Scott J Atwell

For more than 30 years my legal practice has focused on estate and trust planning My mission is to provide practical and quality legal representation to develop plans that effectively manage assets and personal affairs for life and assure the final disposition the client intends all with a minimum of time cost and tax

Burros Wealth Management LLC 7900 E Union Ave Ste 1100Denver CO 80237Office (303) 217-4517davidburroswealthcomburroswealthcom

David Burros

David Burros is CEO of Burros Wealth Management LLC He is a CFPreg professional with 25 years of financial services experience His career highlights started on Wall Street with the investment banking firms of Kidder Peabody and Salomon Brothers Later David worked for the accounting firms of KPMG and Deloitte and Touche

Two-

Year

Winn

er

2229 S Joliet Way Aurora CO 80014 Direct (303) 306-6639 katiecollinslplcom wwwlplcomkatiecollins Branch ManagerPrincipal

M Katharine Collins

A successful financial partnership requires a trustworthy advisor With 28 years of experience Im here to help I am honored to be a two-year winner of this award

Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC

Two-

Year

Winn

er

650 S Cherry St Ste 710Denver CO 80246Phone (303) 355-8500frankcoloradoelderlawcom EstateBusiness Planning Elder Law

Frank J Danzo III

Frank has committed his law practice to planning and implementing specialized estate plans for individuals and families Frank is a member of the trust and estate and elder law sections of the Colorado Bar Association and the Denver Estate Planning Council

14143 Denver W Pkwy Ste 510Golden CO 80401Office (303) 942-1717christopherbruhllplcomWealth Advisor CLUreg ChFCreg CFPreg

Christopher P Bruhl

Our goal at Financial Dynamics LLC is to coordinate both investment and risk management strategies crafting effective multidisciplinary financial plans for business owners self-employed professionals and their key people

Securities o ered through LPL Financial Member FINRASIPC

50 S Steele St Ste 850 Denver CO 80209 Office (303) 377-7327 Phone (800) 313-7239 barrybrunerwedbushcom Senior Vice President Investments

Barry Bruner

Barry assists his clients in achieving their financial goals by designing investment and retirement strategies specific to their needs and objectives He builds long-term relationships with his clients based on a prudent approach to investing

wwwwedbushcom | Member NYSEFINRASIPC

Wells Fargo Advisors LLC 3200 Cherry Creek S Dr Ste 100Denver CO 80209 Phone (303) 248-0842Toll-free (800) 777-1401 DonnaBoenderWFAdvisorscom wwwWFAdvisorscomdonnaboenderCredential CFPreg

Donna M Boender

Donna works closely with her clients to design and implement a comprehensive investment plan created to guide clients on the path toward achieving their financial goals

Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for important

information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC Member SIPC [CAR 0912-00315]

10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2613 ldeniroampfcom www ameripriseadvisorscomlouismdeniro Financial Advisor

Louis M DeNiro

In the business for nearly 20 years I have helped my clients reach their investment goals using a comprehensive financial planning approach My clients receive a unique financial plan encompassing investment retirement estate and tax planning

Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a

guarantee of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC

Success requires

patience discipline

and diligence

mdash Five Star award winner

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Man

agers

370 17th St Ste 2800Denver CO 80202Phone (303) 572-4825phildispensemssbcomFinancial Advisor CFPreg Chartered Retirement Plans SpecialistSM

Phil Dispense

Phil has 15 years of experience in retirement planning custom portfolio management and company retirement plansFive Star award winner 2009 ndash 2012


7979 E Tufts Ave Ste 715 Denver CO 80237 Direct (303) 689-7420 kathleenadrakeampfcom ameripriseadvisorscomkathleenadrake

Financial AdvisorAssociate Vice President

Kathleen A Drake

My years of experience have taught me that the best way to help my clients achieve financial success is to understand their personal situation and what means most to them

Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise Financial Services Inc

Member FINRA and SIPC

3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom

Laurence J Kandel

Vice President Investments and Client AdvisoryOn behalf of the entire firm I want to thank our clients for their ongoing loyalty and partnership

Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom Personal Business and Bankruptcy Taxation EstateBusiness PlanningCredential CPA

Damon L Kaplan

I am honored to be selected as one of the Five Star Wealth Managers I appreciate this recognition and will continue providing the high quality of service my clients expect

Two-

Year

Winn

er

3801 E Florida Ave Ste 610Denver CO 80210Phone (303) 300-0206dennismeanslplcomCredential CFPreg

Dennis Means

Strong client relationships are the center of our practice We provide sound advice to helping our clients pursue their financial objectives

Member FINRASIPC

19751 E Main St Ste R12 Parker CO 80138Office (720) 836-4534Cell (303) 596-1239davidwmoritzampfcomameripriseadvisorscomdavidwmoritz

Financial Advisor CFPreg

David W Moritz

I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals

Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee

of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC

Two-

Year

Winn

er

6000 Greenwood Plz Blvd Ste 100Greenwood Village CO 80111 Phone (303) 243-5722 jimmyhassonlplcom wwwhassonfinancialscom CERTIFIED FINANCIAL PLANNERtrade

Jimmy Hasson

Hasson Financial LLC is built on client service responsible investing and comprehensive financial planning Our personal approach helps clients define financial goals and take the necessary steps to pursue them Our comprehensive planning approach focuses on the following investment advisory retirement planning and education planning


Two-

Year

Winn

er

Wealth Strategies Group 6455 Yosemite St Ste 300 Greenwood Village CO 80111 Phone (303) 741-6181 Karen_Jesseywealthsgcom WealthStrat1com ChFCreg CLUreg CFP reg

Karen Jessey

I enjoy helping individuals and business owners create protect and maximize their wealth I am passionate about what I doRegistered Representative and Financial Advisor of Park Avenue Securities LLC (PAS) 6455 S Yosemite St Ste 300 Greenwood Village CO 80111 Securities products and advisory services o ered through PAS (303) 770-9020 Field Representative The Guardian Life Insurance Company of America (Guardian) New York NY PAS is an indirect wholly owned subsidiary of Guardian Wealth Strategies

Group LLC is not an a liate of PAS or Guardian

7979 E Tufts Ave Ste 715Denver CO 80237Phone (303) 689-7448RaeyanexfarrellampfcomwwwameripriseadvisorscomraeyanexfarrellCredential MBA

Raeyane Farrell

Raeyanersquos clients often measure success by financial well-being She helps them navigate the seas of retirement planning while helping build confidence in their financial future She also focuses on the distinct needs of womenrsquos financial planning


of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC copy Fi

ve Sta

r Prof

ession

al

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Man

agers

Hall amp Evans LLC 1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom Estate Planning Trust and Estate Admin and Litigation Charitable and Business Succession Planning

Joyce H Nakamura

With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives

14143 Denver W Pkwy Ste 510Golden CO 80401Phone (303) 215-9700royperskylplcomBranch Manager

Roy Persky

I am honored to have been selected for this distinction I wholeheartedly thank my clients for the trust theyrsquove put in me Your individual needs and financial goals are my priorities I will continue to deliver sensible strategies and serve you with honesty and integrity


4419 Orofino CtCastle Rock CO 80108Phone (303) 663-5903marylpierceampfcom Financial Advisor CFPreg CLUreg

Mary Pierce

I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies



23596 Currant Dr Golden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom CFPreg President LPL Registered Principal

Shelley Schlossberg

Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses

Securities and Financial Planning o ered through LPL Financial A Registered Investment Advisor Member FINRASIPC

CastleMountainFinancial Services Inc

Charles Schwab amp Co Inc 518 17th St Ste 100 Denver CO 80202 Office (303) 260-5915 richardmunnekeschwabcom wwwschwabcom VP ndash Financial Consultant

Rich Munneke

Rich Munneke CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning

Two-

Year

Winn

er

LPL Financial 5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski Title LPL Branch Manager

Tom Obarski

Thank you mdash four years in a row for this award Our focus working toward the protection of retirement assets and investment education


6000 Greenwood Plz Blvd Ste 100Greenwood Village CO 80111Office (303) 243-5733michaelpappaslplcom LPL Financial Advisor

Michael A Pappas

With more than 30 years in the financial industry my goal is to individualize a clientrsquos strategy for accumulating and preserving wealth that will be consistent with their objectives and time horizon

Securities amp Advisory Services o ered through LPL Financial Member FINRASIPC

370 17th St Ste 2800 Denver CO 80202 Direct (303) 572-4857 Office (800) 477-3041 garyapetersonmssbcom Vice President Financial Advisor CRPCreg

Gary A Peterson

The Falcon Group at Morgan Stanley performs broad-based financial planning solutions for individuals who are retired or planning for retirement 401(k) plans concentrated stock positions stock options HOAs and corporate cash management in the Rocky Mountain region


600 Grant St Ste 650Denver CO 80203 Direct (303) 633-5915 dsimonsrscapcom srscapitaladvisorscom David A Simon CFPreg MBA Managing Director

David A Simon

The partner that high-net-worth families choose to help navigate the complicated world of asset management and financial planning is critical We strive to achieve superior outcomes by providing unbiased advice and customized investment programs for our clients

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Man

agers

10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope CFPreg Financial Advisor Associate Vice President

Eric K Swope

Over the last 17 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies

Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of

future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC

6000 Greenwood Plz Blvd Ste 100Greenwood Village CO 80111Office (303) 243-5728briandwilliamslplcomwwwgwwealthmanagementcom Managing Partner MBA CMFCreg

Brian D Williams

At GampW Wealth Management our mission is to offer independent and unbiased wealth strategies to individuals and familiesWe specialize in creating customized income strategies tailored to each clientrsquos financial goals

Securities and Financial Planning o ered through LPL Financial Member FINRASIPC

6684 Gunpark Dr Ste 1500 Boulder CO 80301 Office (303) 530-7717 bobwwiainfocom wwwwiainfocom Robert N Webster CEO AAMSreg IAR

Robert N Webster

Simple Solid Balanced Since 1999 WIA has delivered a tactical approach in managing ldquoclientsrsquo serious moneyrdquo with a focus on ldquoparticipation with protectionrdquo Our client-centric consulting process provides investors with confidence in pursuing their financial independence

Securities o ered through First Allied Securities Inc Member FINRASIPC Advisory services o ered through First Allied Advisory Services

Inc a Registered Investment Adviser

Two-

Year

Winn

er

7665 E Windford St Parker CO 80134 Office (303) 805-4928 craigcraigewilliamscom wwwcraigewilliamscom Certified Retirement Coach

Craig E Williams

Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans

Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC

370 17th St Ste 2800 Denver CO 80202 Direct (303) 572-4882 ronazimmermannmssbcom Vice President Financial Advisor CFPreg CPWAreg CIMAreg CLUreg CHFCreg

Ron A Zimmermann

The Falcon Group at Morgan Stanley specializes in servicing the financial needs of individuals retirees and public and privately held small to mid-size companies

copy 2012 Morgan Stanley Smith Barney LLC Member SIPC CERTIFIED FINANCIAL PLANNERtrade Board of Standards Inc owns the

certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and CFPreg (with ame logo)reg in the US which it awards to individuals

who successfully complete CFPreg Boardrsquos initial and ongoing certi cation requirements

141 Union Blvd Ste 310Lakewood CO 80126Phone (303) 425-0904damiandwalshampfcom Financial Advisor CFPreg

Damian Walsh

Our unique and collaborative Dream gt Plan gt Track gttrade approach to financial planning starts with your dreams not just the numbers



14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom

AAMSreg CFP reg

Ted Swenson

Ted works to design and implement ret i rement and wealth preser vat ion strategies and strives to provide an elite standard of service for his clients helping them work toward a comfortable retirement


621 17th St Ste 2455 Denver CO 80293 Phone (303) 292-9000 Fax (303) 292-5445 acwegheraolcom wegherandassoccom Designations JD LLM

Arnold C Wegher

ndash Preparation of wills trusts powers of attorney and medical directivesndash Guidance in creating innovative plans and strategies for present and future wealth managementndash Probate and estate administration servicesndash Resolution of income and estate tax prob-lems

Financial planning is a

holistic approach to financial well-being


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Man

agers

Wishful thinking is not planning If you plan for the worst you will never be unpleasantly surprisedrdquo

What matters most is how you recover from setbacksrdquo

Only invest in something that you understandrdquo

Insights from Five Star Wealth Managers

Clients donrsquot care how much you know until they know how much you carerdquo

bull Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers

bull The Five Star award is not indicative of the wealth managerrsquos future performance bull Wealth managers may or may not use discretion in their practice and therefore may not manage

their clientsrsquo assets bull The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed

as an endorsement of the wealth manager by Five Star Professional 5280 magazine or ColoradoBiz magazine

bull Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future

bull Five Star Professional is not an advisory firm and the content of this article should not be considered financial advice For more information on the Five Star award and the researchselection methodology go to wwwfivestarprofessionalcom

bull (1) 1965 award candidates in the Denver area were considered for the Five Star Wealth Manager award 611 (approximately 32 percent of the award candidates) were named 2012 Five Star Wealth Managers

DiSCloSureSresearch

2012

The Five Star award goes to less than 7 percent of wealth managers

Award candidates who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services were named 2012 Five Star Wealth Managers(2)

Eligibility Criteria ndash Required(3)

1 Credentialed as an investment advisory representative (IAR) a FINRA-registered representative a CPA or a licensed attorney

2 Actively employed as a credentialed professional in the financial services industry for a minimum of five years

3 Favorable regulatory and complaint history review(4) 4 Fulfilled their firm review based on internal firm standards 5 Accepting new clients

Evaluation Criteria ndash Considered(3)

6 One-year client retention rate (the average one-year client retention rate of this yearrsquos award winners is more than 96 percent)

7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered (this

yearrsquos award winners administer an average of $92 million in client assets)9 Number of client households served (on average this yearrsquos award winners serve 282

households)10 Education and professional designations

oF aWarD WinnerSDetermination

(2) Wealth managers were required to certify that any information they provided was accurate (3) Criteria 4 8 and 9 do not apply to attorneys or CPAs(4) As defined by Five Star Professional the wealth manager has not

bull Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine bull Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or

Five Star Professionalrsquos consumer complaint processbull Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority bull Filed for personal bankruptcybull Been convicted of a felony

Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Adviser Public Disclosure (IAPD) website Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists Data submitted through these processes was applied per the above criteria

bull Each wealth manager who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed above

bull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth managerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use the services of wealth managers in order to provide consumers the

opportunity to submit complaints regarding a wealth manager More than 28300 households in the Denver area were contacted

The Five Star Wealth Manager selection criteria was updated for the 2012 award year 2005 ndash 2011 Five Star Wealth Managers scored highest in overall satisfaction based on feedback from clients peers and industry experts No more than 7 percent of wealth managers receive the award each year The selection process for the 2005 ndash 2011 award winners can be found at wwwfivestarprofessionalcom2011wealth_managers_research_overviewphp

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Man

agers



4


















































































Bruce Bendell Transitions Wealth Management Page 18



















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Kay Greene UMB

































































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Amy Noel Amy Noel






















































































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Man

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Bruce Lutz MetLife













































































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Man

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Bruce G Allen







Title President







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Man

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Kean O Boucher







Toll-free (800) 318-8840



Patrick Bloomfield








Phone (303) 800-3334Toll-free (888) 338-4713



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Man

agers










Offi ce (303) 270-6300Direct (303) 270-6308













Phone (303) 296-6260 Toll-free (800) 288-3777


Member FINRA SIPC

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Garret T Jett










Jerry L Gruber






CLUreg ChFCreg







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agers












Phone (303) 470-1209















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Leslie Ann MacGuire








Phone (303) 531-7667



Two-

Year

Winn

er











meridianteamcom


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Sandon Purcell










Offi ce (303) 800-3350













Phone (303) 394-7060

wwwusbankcom



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Man

agers










Phone (303) 221-4867 Toll-free (800) 230-2941



Tom Stefaniak











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Michael Zahler














Rhonda L Wagner






CFPreg ChFCreg






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Man

agers

Ronald Colson


Phone (303) 898-2622








Willis G Ashby









Robert H Bastiaans










Brent Burrows


Offi ce (303) 200-1427







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Man

agers

Meagan DAngelo


Offi ce (303) 443-2433 Ext 112 Cell (303) 809-8797







Scott P Greiner




JD LLM (Taxation)



John Cox







Two-

Year

Winn

er

Melissa S Dyer







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Man

agers

Joseph Kozmata


Phone (303) 792-7340









Andy Lyford










Financial Advisor





Jeffrey T Huff








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Mark Sindrich








Greg A Wambolt









Two-

Year

Winn

er

Ryan Senger



Title Partner

Credentials CPA MT



Carrie Steinert




CTFA Series 66-IAR




Two-

Year

Winn

er

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Scott J Atwell



David Burros


Two-

Year

Winn

er


M Katharine Collins



Two-

Year

Winn

er


Frank J Danzo III



Christopher P Bruhl




Barry Bruner




Donna M Boender





Louis M DeNiro




Success requires

patience discipline

and diligence


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agers


Phil Dispense





Kathleen A Drake





Laurence J Kandel



Damon L Kaplan


Two-

Year

Winn

er


Dennis Means


Member FINRASIPC



David W Moritz




Two-

Year

Winn

er


Jimmy Hasson



Two-

Year

Winn

er


Karen Jessey




Raeyane Farrell




ve Sta

r Prof

ession

al

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agers


Joyce H Nakamura



Roy Persky




Mary Pierce





Shelley Schlossberg





Rich Munneke


Two-

Year

Winn

er


Tom Obarski




Michael A Pappas




Gary A Peterson




David A Simon


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Eric K Swope





Brian D Williams




Robert N Webster




Two-

Year

Winn

er


Craig E Williams




Ron A Zimmermann






Damian Walsh





AAMSreg CFP reg

Ted Swenson




Arnold C Wegher





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Man

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Page 24


















































































Bruce Bendell Transitions Wealth Management Page 18



















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Kay Greene UMB

































































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Amy Noel Amy Noel






















































































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Bruce Lutz MetLife













































































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Bruce G Allen







Title President







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Man

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Kean O Boucher







Toll-free (800) 318-8840



Patrick Bloomfield








Phone (303) 800-3334Toll-free (888) 338-4713



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Man

agers










Offi ce (303) 270-6300Direct (303) 270-6308













Phone (303) 296-6260 Toll-free (800) 288-3777


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Offi ce (303) 800-3350













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Offi ce (303) 270-6300Direct (303) 270-6308













Phone (303) 296-6260 Toll-free (800) 288-3777


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Phone (303) 531-7667



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Offi ce (303) 800-3350













Phone (303) 394-7060

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Phone (303) 898-2622








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JD LLM (Taxation)



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Andy Lyford










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Greg A Wambolt









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CTFA Series 66-IAR




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David Burros


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M Katharine Collins



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Frank J Danzo III



Christopher P Bruhl




Barry Bruner




Donna M Boender





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Laurence J Kandel



Damon L Kaplan


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Roy Persky




Mary Pierce





Shelley Schlossberg





Rich Munneke


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Michael A Pappas




Gary A Peterson




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Eric K Swope





Brian D Williams




Robert N Webster




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Craig E Williams




Ron A Zimmermann






Damian Walsh





AAMSreg CFP reg

Ted Swenson




Arnold C Wegher





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Toll-free (800) 318-8840



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Phone (303) 531-7667



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Phone (303) 898-2622








Willis G Ashby









Robert H Bastiaans










Brent Burrows


Offi ce (303) 200-1427







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Meagan DAngelo


Offi ce (303) 443-2433 Ext 112 Cell (303) 809-8797







Scott P Greiner




JD LLM (Taxation)



John Cox







Two-

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Melissa S Dyer







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Joseph Kozmata


Phone (303) 792-7340









Andy Lyford










Financial Advisor





Jeffrey T Huff








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Mark Sindrich








Greg A Wambolt









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Ryan Senger



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Carrie Steinert




CTFA Series 66-IAR




Two-

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Scott J Atwell



David Burros


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M Katharine Collins



Two-

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Frank J Danzo III



Christopher P Bruhl




Barry Bruner




Donna M Boender





Louis M DeNiro




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patience discipline

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Laurence J Kandel



Damon L Kaplan


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Dennis Means


Member FINRASIPC



David W Moritz




Two-

Year

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Jimmy Hasson



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Karen Jessey




Raeyane Farrell




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Joyce H Nakamura



Roy Persky




Mary Pierce





Shelley Schlossberg





Rich Munneke


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Tom Obarski




Michael A Pappas




Gary A Peterson




David A Simon


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Brian D Williams




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Phone (303) 898-2622








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Robert H Bastiaans










Brent Burrows


Offi ce (303) 200-1427







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Meagan DAngelo


Offi ce (303) 443-2433 Ext 112 Cell (303) 809-8797







Scott P Greiner




JD LLM (Taxation)



John Cox







Two-

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Phone (303) 792-7340









Andy Lyford










Financial Advisor





Jeffrey T Huff








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Mark Sindrich








Greg A Wambolt









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Ryan Senger



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Carrie Steinert




CTFA Series 66-IAR




Two-

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Two-

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Frank J Danzo III



Christopher P Bruhl




Barry Bruner




Donna M Boender





Louis M DeNiro




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patience discipline

and diligence


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Laurence J Kandel



Damon L Kaplan


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Dennis Means


Member FINRASIPC



David W Moritz




Two-

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Jimmy Hasson



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Karen Jessey




Raeyane Farrell




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Joyce H Nakamura



Roy Persky




Mary Pierce





Shelley Schlossberg





Rich Munneke


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Eric K Swope





Brian D Williams




Robert N Webster




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Ron A Zimmermann






Damian Walsh





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Ted Swenson




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Phone (303) 531-7667



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meridianteamcom


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Offi ce (303) 800-3350













Phone (303) 394-7060

wwwusbankcom



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Phone (303) 898-2622








Willis G Ashby









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Brent Burrows


Offi ce (303) 200-1427







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Meagan DAngelo


Offi ce (303) 443-2433 Ext 112 Cell (303) 809-8797







Scott P Greiner




JD LLM (Taxation)



John Cox







Two-

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Melissa S Dyer







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Joseph Kozmata


Phone (303) 792-7340









Andy Lyford










Financial Advisor





Jeffrey T Huff








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Mark Sindrich








Greg A Wambolt









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Ryan Senger



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Credentials CPA MT



Carrie Steinert




CTFA Series 66-IAR




Two-

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David Burros


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M Katharine Collins



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Frank J Danzo III



Christopher P Bruhl




Barry Bruner




Donna M Boender





Louis M DeNiro




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patience discipline

and diligence


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Kathleen A Drake





Laurence J Kandel



Damon L Kaplan


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Dennis Means


Member FINRASIPC



David W Moritz




Two-

Year

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Jimmy Hasson



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Karen Jessey




Raeyane Farrell




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Joyce H Nakamura



Roy Persky




Mary Pierce





Shelley Schlossberg





Rich Munneke


Two-

Year

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Tom Obarski




Michael A Pappas




Gary A Peterson




David A Simon


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Eric K Swope





Brian D Williams




Robert N Webster




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Craig E Williams




Ron A Zimmermann






Damian Walsh





AAMSreg CFP reg

Ted Swenson




Arnold C Wegher





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Kean O Boucher







Toll-free (800) 318-8840



Patrick Bloomfield








Phone (303) 800-3334Toll-free (888) 338-4713



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Eric K Swope





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Phone (303) 898-2622








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Meagan DAngelo


Offi ce (303) 443-2433 Ext 112 Cell (303) 809-8797







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JD LLM (Taxation)



John Cox







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Joseph Kozmata


Phone (303) 792-7340









Andy Lyford










Financial Advisor





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Mark Sindrich








Greg A Wambolt









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Ryan Senger



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Carrie Steinert




CTFA Series 66-IAR




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Scott J Atwell



David Burros


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M Katharine Collins



Two-

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Frank J Danzo III



Christopher P Bruhl




Barry Bruner




Donna M Boender





Louis M DeNiro




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patience discipline

and diligence


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Laurence J Kandel



Damon L Kaplan


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Dennis Means


Member FINRASIPC



David W Moritz




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Jimmy Hasson



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Raeyane Farrell




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Joyce H Nakamura



Roy Persky




Mary Pierce





Shelley Schlossberg





Rich Munneke


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Michael A Pappas




Gary A Peterson




David A Simon


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Eric K Swope





Brian D Williams




Robert N Webster




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Craig E Williams




Ron A Zimmermann






Damian Walsh





AAMSreg CFP reg

Ted Swenson




Arnold C Wegher





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Offi ce (303) 270-6300Direct (303) 270-6308













Phone (303) 296-6260 Toll-free (800) 288-3777


Member FINRA SIPC

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Leslie Ann MacGuire








Phone (303) 531-7667



Two-

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meridianteamcom


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Offi ce (303) 800-3350













Phone (303) 394-7060

wwwusbankcom



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Michael Zahler














Rhonda L Wagner






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Ronald Colson


Phone (303) 898-2622








Willis G Ashby









Robert H Bastiaans










Brent Burrows


Offi ce (303) 200-1427







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Meagan DAngelo


Offi ce (303) 443-2433 Ext 112 Cell (303) 809-8797







Scott P Greiner




JD LLM (Taxation)



John Cox







Two-

Year

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Melissa S Dyer







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Joseph Kozmata


Phone (303) 792-7340









Andy Lyford










Financial Advisor





Jeffrey T Huff








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Mark Sindrich








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Ryan Senger



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Carrie Steinert




CTFA Series 66-IAR




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Frank J Danzo III



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Joyce H Nakamura



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Eric K Swope





Brian D Williams




Robert N Webster




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Ron A Zimmermann






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Ted Swenson




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Leslie Ann MacGuire








Phone (303) 531-7667



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Offi ce (303) 800-3350













Phone (303) 394-7060

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Ronald Colson


Phone (303) 898-2622








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Meagan DAngelo


Offi ce (303) 443-2433 Ext 112 Cell (303) 809-8797







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JD LLM (Taxation)



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Joseph Kozmata


Phone (303) 792-7340









Andy Lyford










Financial Advisor





Jeffrey T Huff








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Mark Sindrich








Greg A Wambolt









Two-

Year

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Ryan Senger



Title Partner

Credentials CPA MT



Carrie Steinert




CTFA Series 66-IAR




Two-

Year

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Scott J Atwell



David Burros


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M Katharine Collins



Two-

Year

Winn

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Frank J Danzo III



Christopher P Bruhl




Barry Bruner




Donna M Boender





Louis M DeNiro




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patience discipline

and diligence


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Phil Dispense





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Laurence J Kandel



Damon L Kaplan


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Dennis Means


Member FINRASIPC



David W Moritz




Two-

Year

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Jimmy Hasson



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Year

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Karen Jessey




Raeyane Farrell




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r Prof

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Joyce H Nakamura



Roy Persky




Mary Pierce





Shelley Schlossberg





Rich Munneke


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Year

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Tom Obarski




Michael A Pappas




Gary A Peterson




David A Simon


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agers


Eric K Swope





Brian D Williams




Robert N Webster




Two-

Year

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er


Craig E Williams




Ron A Zimmermann






Damian Walsh





AAMSreg CFP reg

Ted Swenson




Arnold C Wegher





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Leslie Ann MacGuire








Phone (303) 531-7667



Two-

Year

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er











meridianteamcom


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Sandon Purcell










Offi ce (303) 800-3350













Phone (303) 394-7060

wwwusbankcom



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Phone (303) 221-4867 Toll-free (800) 230-2941



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Michael Zahler














Rhonda L Wagner






CFPreg ChFCreg






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Ronald Colson


Phone (303) 898-2622








Willis G Ashby









Robert H Bastiaans










Brent Burrows


Offi ce (303) 200-1427







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Meagan DAngelo


Offi ce (303) 443-2433 Ext 112 Cell (303) 809-8797







Scott P Greiner




JD LLM (Taxation)



John Cox







Two-

Year

Winn

er

Melissa S Dyer







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Joseph Kozmata


Phone (303) 792-7340









Andy Lyford










Financial Advisor





Jeffrey T Huff








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agers

Mark Sindrich








Greg A Wambolt









Two-

Year

Winn

er

Ryan Senger



Title Partner

Credentials CPA MT



Carrie Steinert




CTFA Series 66-IAR




Two-

Year

Winn

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Scott J Atwell



David Burros


Two-

Year

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M Katharine Collins



Two-

Year

Winn

er


Frank J Danzo III



Christopher P Bruhl




Barry Bruner




Donna M Boender





Louis M DeNiro




Success requires

patience discipline

and diligence


copy Five

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rofess

ional

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Phil Dispense





Kathleen A Drake





Laurence J Kandel



Damon L Kaplan


Two-

Year

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er


Dennis Means


Member FINRASIPC



David W Moritz




Two-

Year

Winn

er


Jimmy Hasson



Two-

Year

Winn

er


Karen Jessey




Raeyane Farrell




ve Sta

r Prof

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al

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Joyce H Nakamura



Roy Persky




Mary Pierce





Shelley Schlossberg





Rich Munneke


Two-

Year

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er


Tom Obarski




Michael A Pappas




Gary A Peterson




David A Simon


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Eric K Swope





Brian D Williams




Robert N Webster




Two-

Year

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er


Craig E Williams




Ron A Zimmermann






Damian Walsh





AAMSreg CFP reg

Ted Swenson




Arnold C Wegher





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rofess

ional

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Leslie Ann MacGuire








Phone (303) 531-7667



Two-

Year

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er











meridianteamcom


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Sandon Purcell










Offi ce (303) 800-3350













Phone (303) 394-7060

wwwusbankcom



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Phone (303) 221-4867 Toll-free (800) 230-2941



Tom Stefaniak











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Michael Zahler














Rhonda L Wagner






CFPreg ChFCreg






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Ronald Colson


Phone (303) 898-2622








Willis G Ashby









Robert H Bastiaans










Brent Burrows


Offi ce (303) 200-1427







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Meagan DAngelo


Offi ce (303) 443-2433 Ext 112 Cell (303) 809-8797







Scott P Greiner




JD LLM (Taxation)



John Cox







Two-

Year

Winn

er

Melissa S Dyer







copy Five

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ional

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agers

Joseph Kozmata


Phone (303) 792-7340









Andy Lyford










Financial Advisor





Jeffrey T Huff








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Man

agers

Mark Sindrich








Greg A Wambolt









Two-

Year

Winn

er

Ryan Senger



Title Partner

Credentials CPA MT



Carrie Steinert




CTFA Series 66-IAR




Two-

Year

Winn

er

copy Five

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rofess

ional

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Man

agers


Scott J Atwell



David Burros


Two-

Year

Winn

er


M Katharine Collins



Two-

Year

Winn

er


Frank J Danzo III



Christopher P Bruhl




Barry Bruner




Donna M Boender





Louis M DeNiro




Success requires

patience discipline

and diligence


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ional

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Man

agers


Phil Dispense





Kathleen A Drake





Laurence J Kandel



Damon L Kaplan


Two-

Year

Winn

er


Dennis Means


Member FINRASIPC



David W Moritz




Two-

Year

Winn

er


Jimmy Hasson



Two-

Year

Winn

er


Karen Jessey




Raeyane Farrell




ve Sta

r Prof

ession

al

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Man

agers


Joyce H Nakamura



Roy Persky




Mary Pierce





Shelley Schlossberg





Rich Munneke


Two-

Year

Winn

er


Tom Obarski




Michael A Pappas




Gary A Peterson




David A Simon


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Man

agers


Eric K Swope





Brian D Williams




Robert N Webster




Two-

Year

Winn

er


Craig E Williams




Ron A Zimmermann






Damian Walsh





AAMSreg CFP reg

Ted Swenson




Arnold C Wegher





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ional

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Sandon Purcell










Offi ce (303) 800-3350













Phone (303) 394-7060

wwwusbankcom



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agers










Phone (303) 221-4867 Toll-free (800) 230-2941



Tom Stefaniak











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Michael Zahler














Rhonda L Wagner






CFPreg ChFCreg






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agers

Ronald Colson


Phone (303) 898-2622








Willis G Ashby









Robert H Bastiaans










Brent Burrows


Offi ce (303) 200-1427







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Man

agers

Meagan DAngelo


Offi ce (303) 443-2433 Ext 112 Cell (303) 809-8797







Scott P Greiner




JD LLM (Taxation)



John Cox







Two-

Year

Winn

er

Melissa S Dyer







copy Five

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rofess

ional

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rofess

ional

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Man

agers

Joseph Kozmata


Phone (303) 792-7340









Andy Lyford










Financial Advisor





Jeffrey T Huff








copy Five

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ional

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Man

agers

Mark Sindrich








Greg A Wambolt









Two-

Year

Winn

er

Ryan Senger



Title Partner

Credentials CPA MT



Carrie Steinert




CTFA Series 66-IAR




Two-

Year

Winn

er

copy Five

Star P

rofess

ional

copy Five

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rofess

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Man

agers


Scott J Atwell



David Burros


Two-

Year

Winn

er


M Katharine Collins



Two-

Year

Winn

er


Frank J Danzo III



Christopher P Bruhl




Barry Bruner




Donna M Boender





Louis M DeNiro




Success requires

patience discipline

and diligence


copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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rofess

ional

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Man

agers


Phil Dispense





Kathleen A Drake





Laurence J Kandel



Damon L Kaplan


Two-

Year

Winn

er


Dennis Means


Member FINRASIPC



David W Moritz




Two-

Year

Winn

er


Jimmy Hasson



Two-

Year

Winn

er


Karen Jessey




Raeyane Farrell




ve Sta

r Prof

ession

al

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ional

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Man

agers


Joyce H Nakamura



Roy Persky




Mary Pierce





Shelley Schlossberg





Rich Munneke


Two-

Year

Winn

er


Tom Obarski




Michael A Pappas




Gary A Peterson




David A Simon


copy Five

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rofess

ional

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rofess

ional

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ional

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ional




Man

agers


Eric K Swope





Brian D Williams




Robert N Webster




Two-

Year

Winn

er


Craig E Williams




Ron A Zimmermann






Damian Walsh





AAMSreg CFP reg

Ted Swenson




Arnold C Wegher





copy Five

Star P

rofess

ional

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rofess

ional

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Man

agers










Phone (303) 221-4867 Toll-free (800) 230-2941



Tom Stefaniak











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rofess

ional

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Man

agers

Michael Zahler














Rhonda L Wagner






CFPreg ChFCreg






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ional

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Man

agers

Ronald Colson


Phone (303) 898-2622








Willis G Ashby









Robert H Bastiaans










Brent Burrows


Offi ce (303) 200-1427







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rofess

ional

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Man

agers

Meagan DAngelo


Offi ce (303) 443-2433 Ext 112 Cell (303) 809-8797







Scott P Greiner




JD LLM (Taxation)



John Cox







Two-

Year

Winn

er

Melissa S Dyer







copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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rofess

ional

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Man

agers

Joseph Kozmata


Phone (303) 792-7340









Andy Lyford










Financial Advisor





Jeffrey T Huff








copy Five

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rofess

ional

copy Five

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rofess

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rofess

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Man

agers

Mark Sindrich








Greg A Wambolt









Two-

Year

Winn

er

Ryan Senger



Title Partner

Credentials CPA MT



Carrie Steinert




CTFA Series 66-IAR




Two-

Year

Winn

er

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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Man

agers


Scott J Atwell



David Burros


Two-

Year

Winn

er


M Katharine Collins



Two-

Year

Winn

er


Frank J Danzo III



Christopher P Bruhl




Barry Bruner




Donna M Boender





Louis M DeNiro




Success requires

patience discipline

and diligence


copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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ional

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Man

agers


Phil Dispense





Kathleen A Drake





Laurence J Kandel



Damon L Kaplan


Two-

Year

Winn

er


Dennis Means


Member FINRASIPC



David W Moritz




Two-

Year

Winn

er


Jimmy Hasson



Two-

Year

Winn

er


Karen Jessey




Raeyane Farrell




ve Sta

r Prof

ession

al

copy Five

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rofess

ional

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ional

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Man

agers


Joyce H Nakamura



Roy Persky




Mary Pierce





Shelley Schlossberg





Rich Munneke


Two-

Year

Winn

er


Tom Obarski




Michael A Pappas




Gary A Peterson




David A Simon


copy Five

Star P

rofess

ional

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rofess

ional

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rofess

ional

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ional

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copy Five

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ional




Man

agers


Eric K Swope





Brian D Williams




Robert N Webster




Two-

Year

Winn

er


Craig E Williams




Ron A Zimmermann






Damian Walsh





AAMSreg CFP reg

Ted Swenson




Arnold C Wegher





copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

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rofess

ional

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Man

agers

Michael Zahler














Rhonda L Wagner






CFPreg ChFCreg






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ional

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rofess

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Man

agers

Ronald Colson


Phone (303) 898-2622








Willis G Ashby









Robert H Bastiaans










Brent Burrows


Offi ce (303) 200-1427







copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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rofess

ional

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Man

agers

Meagan DAngelo


Offi ce (303) 443-2433 Ext 112 Cell (303) 809-8797







Scott P Greiner




JD LLM (Taxation)



John Cox







Two-

Year

Winn

er

Melissa S Dyer







copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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rofess

ional

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Man

agers

Joseph Kozmata


Phone (303) 792-7340









Andy Lyford










Financial Advisor





Jeffrey T Huff








copy Five

Star P

rofess

ional

copy Five

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rofess

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rofess

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ional

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copy Five

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ional




Man

agers

Mark Sindrich








Greg A Wambolt









Two-

Year

Winn

er

Ryan Senger



Title Partner

Credentials CPA MT



Carrie Steinert




CTFA Series 66-IAR




Two-

Year

Winn

er

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

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copy Five

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ional




Man

agers


Scott J Atwell



David Burros


Two-

Year

Winn

er


M Katharine Collins



Two-

Year

Winn

er


Frank J Danzo III



Christopher P Bruhl




Barry Bruner




Donna M Boender





Louis M DeNiro




Success requires

patience discipline

and diligence


copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

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ional

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ional

copy Five

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ional




Man

agers


Phil Dispense





Kathleen A Drake





Laurence J Kandel



Damon L Kaplan


Two-

Year

Winn

er


Dennis Means


Member FINRASIPC



David W Moritz




Two-

Year

Winn

er


Jimmy Hasson



Two-

Year

Winn

er


Karen Jessey




Raeyane Farrell




ve Sta

r Prof

ession

al

copy Five

Star P

rofess

ional

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rofess

ional

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Man

agers


Joyce H Nakamura



Roy Persky




Mary Pierce





Shelley Schlossberg





Rich Munneke


Two-

Year

Winn

er


Tom Obarski




Michael A Pappas




Gary A Peterson




David A Simon


copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

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ional

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ional

copy Five

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rofess

ional




Man

agers


Eric K Swope





Brian D Williams




Robert N Webster




Two-

Year

Winn

er


Craig E Williams




Ron A Zimmermann






Damian Walsh





AAMSreg CFP reg

Ted Swenson




Arnold C Wegher





copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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Man

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Ronald Colson


Phone (303) 898-2622








Willis G Ashby









Robert H Bastiaans










Brent Burrows


Offi ce (303) 200-1427







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Man

agers

Meagan DAngelo


Offi ce (303) 443-2433 Ext 112 Cell (303) 809-8797







Scott P Greiner




JD LLM (Taxation)



John Cox







Two-

Year

Winn

er

Melissa S Dyer







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ional

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Man

agers

Joseph Kozmata


Phone (303) 792-7340









Andy Lyford










Financial Advisor





Jeffrey T Huff








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Man

agers

Mark Sindrich








Greg A Wambolt









Two-

Year

Winn

er

Ryan Senger



Title Partner

Credentials CPA MT



Carrie Steinert




CTFA Series 66-IAR




Two-

Year

Winn

er

copy Five

Star P

rofess

ional

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Man

agers


Scott J Atwell



David Burros


Two-

Year

Winn

er


M Katharine Collins



Two-

Year

Winn

er


Frank J Danzo III



Christopher P Bruhl




Barry Bruner




Donna M Boender





Louis M DeNiro




Success requires

patience discipline

and diligence


copy Five

Star P

rofess

ional

copy Five

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Man

agers


Phil Dispense





Kathleen A Drake





Laurence J Kandel



Damon L Kaplan


Two-

Year

Winn

er


Dennis Means


Member FINRASIPC



David W Moritz




Two-

Year

Winn

er


Jimmy Hasson



Two-

Year

Winn

er


Karen Jessey




Raeyane Farrell




ve Sta

r Prof

ession

al

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Man

agers


Joyce H Nakamura



Roy Persky




Mary Pierce





Shelley Schlossberg





Rich Munneke


Two-

Year

Winn

er


Tom Obarski




Michael A Pappas




Gary A Peterson




David A Simon


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Man

agers


Eric K Swope





Brian D Williams




Robert N Webster




Two-

Year

Winn

er


Craig E Williams




Ron A Zimmermann






Damian Walsh





AAMSreg CFP reg

Ted Swenson




Arnold C Wegher





copy Five

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rofess

ional

copy Five

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Man

agers

Meagan DAngelo


Offi ce (303) 443-2433 Ext 112 Cell (303) 809-8797







Scott P Greiner




JD LLM (Taxation)



John Cox







Two-

Year

Winn

er

Melissa S Dyer







copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional

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Man

agers

Joseph Kozmata


Phone (303) 792-7340









Andy Lyford










Financial Advisor





Jeffrey T Huff








copy Five

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rofess

ional

copy Five

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rofess

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rofess

ional

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rofess

ional

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ional

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ional

copy Five

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rofess

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Man

agers

Mark Sindrich








Greg A Wambolt









Two-

Year

Winn

er

Ryan Senger



Title Partner

Credentials CPA MT



Carrie Steinert




CTFA Series 66-IAR




Two-

Year

Winn

er

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional

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rofess

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copy Five

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copy Five

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Man

agers


Scott J Atwell



David Burros


Two-

Year

Winn

er


M Katharine Collins



Two-

Year

Winn

er


Frank J Danzo III



Christopher P Bruhl




Barry Bruner




Donna M Boender





Louis M DeNiro




Success requires

patience discipline

and diligence


copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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ional

copy Five

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ional

copy Five

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rofess

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Man

agers


Phil Dispense





Kathleen A Drake





Laurence J Kandel



Damon L Kaplan


Two-

Year

Winn

er


Dennis Means


Member FINRASIPC



David W Moritz




Two-

Year

Winn

er


Jimmy Hasson



Two-

Year

Winn

er


Karen Jessey




Raeyane Farrell




ve Sta

r Prof

ession

al

copy Five

Star P

rofess

ional

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ional

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Man

agers


Joyce H Nakamura



Roy Persky




Mary Pierce





Shelley Schlossberg





Rich Munneke


Two-

Year

Winn

er


Tom Obarski




Michael A Pappas




Gary A Peterson




David A Simon


copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional

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rofess

ional

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ional

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rofess

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copy Five

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rofess

ional

copy Five

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rofess

ional




Man

agers


Eric K Swope





Brian D Williams




Robert N Webster




Two-

Year

Winn

er


Craig E Williams




Ron A Zimmermann






Damian Walsh





AAMSreg CFP reg

Ted Swenson




Arnold C Wegher





copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional

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ional

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copy Five

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Man

agers

Joseph Kozmata


Phone (303) 792-7340









Andy Lyford










Financial Advisor





Jeffrey T Huff








copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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rofess

ional

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rofess

ional

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ional

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ional

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ional

copy Five

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rofess

ional




Man

agers

Mark Sindrich








Greg A Wambolt









Two-

Year

Winn

er

Ryan Senger



Title Partner

Credentials CPA MT



Carrie Steinert




CTFA Series 66-IAR




Two-

Year

Winn

er

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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rofess

ional

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ional

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rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional




Man

agers


Scott J Atwell



David Burros


Two-

Year

Winn

er


M Katharine Collins



Two-

Year

Winn

er


Frank J Danzo III



Christopher P Bruhl




Barry Bruner




Donna M Boender





Louis M DeNiro




Success requires

patience discipline

and diligence


copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

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ional

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ional

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ional

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ional

copy Five

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rofess

ional




Man

agers


Phil Dispense





Kathleen A Drake





Laurence J Kandel



Damon L Kaplan


Two-

Year

Winn

er


Dennis Means


Member FINRASIPC



David W Moritz




Two-

Year

Winn

er


Jimmy Hasson



Two-

Year

Winn

er


Karen Jessey




Raeyane Farrell




ve Sta

r Prof

ession

al

copy Five

Star P

rofess

ional

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rofess

ional

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rofess

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ional

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ional

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ional

copy Five

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rofess

ional




Man

agers


Joyce H Nakamura



Roy Persky




Mary Pierce





Shelley Schlossberg





Rich Munneke


Two-

Year

Winn

er


Tom Obarski




Michael A Pappas




Gary A Peterson




David A Simon


copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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ional

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rofess

ional

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rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional




Man

agers


Eric K Swope





Brian D Williams




Robert N Webster




Two-

Year

Winn

er


Craig E Williams




Ron A Zimmermann






Damian Walsh





AAMSreg CFP reg

Ted Swenson




Arnold C Wegher





copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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ional

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copy Five

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ional

copy Five

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rofess

ional




Man

agers

Mark Sindrich








Greg A Wambolt









Two-

Year

Winn

er

Ryan Senger



Title Partner

Credentials CPA MT



Carrie Steinert




CTFA Series 66-IAR




Two-

Year

Winn

er

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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rofess

ional

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ional

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ional

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rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional




Man

agers


Scott J Atwell



David Burros


Two-

Year

Winn

er


M Katharine Collins



Two-

Year

Winn

er


Frank J Danzo III



Christopher P Bruhl




Barry Bruner




Donna M Boender





Louis M DeNiro




Success requires

patience discipline

and diligence


copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

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ional

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ional

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rofess

ional

copy Five

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rofess

ional




Man

agers


Phil Dispense





Kathleen A Drake





Laurence J Kandel



Damon L Kaplan


Two-

Year

Winn

er


Dennis Means


Member FINRASIPC



David W Moritz




Two-

Year

Winn

er


Jimmy Hasson



Two-

Year

Winn

er


Karen Jessey




Raeyane Farrell




ve Sta

r Prof

ession

al

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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ional

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ional

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rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional




Man

agers


Joyce H Nakamura



Roy Persky




Mary Pierce





Shelley Schlossberg





Rich Munneke


Two-

Year

Winn

er


Tom Obarski




Michael A Pappas




Gary A Peterson




David A Simon


copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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ional

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ional

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional




Man

agers


Eric K Swope





Brian D Williams




Robert N Webster




Two-

Year

Winn

er


Craig E Williams




Ron A Zimmermann






Damian Walsh





AAMSreg CFP reg

Ted Swenson




Arnold C Wegher





copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional

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ional

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ional

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

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rofess

ional




Man

agers


Scott J Atwell



David Burros


Two-

Year

Winn

er


M Katharine Collins



Two-

Year

Winn

er


Frank J Danzo III



Christopher P Bruhl




Barry Bruner




Donna M Boender





Louis M DeNiro




Success requires

patience discipline

and diligence


copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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ional

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ional

copy Five

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rofess

ional




Man

agers


Phil Dispense





Kathleen A Drake





Laurence J Kandel



Damon L Kaplan


Two-

Year

Winn

er


Dennis Means


Member FINRASIPC



David W Moritz




Two-

Year

Winn

er


Jimmy Hasson



Two-

Year

Winn

er


Karen Jessey




Raeyane Farrell




ve Sta

r Prof

ession

al

copy Five

Star P

rofess

ional

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rofess

ional

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ional

copy Five

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rofess

ional

copy Five

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rofess

ional




Man

agers


Joyce H Nakamura



Roy Persky




Mary Pierce





Shelley Schlossberg





Rich Munneke


Two-

Year

Winn

er


Tom Obarski




Michael A Pappas




Gary A Peterson




David A Simon


copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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ional

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ional

copy Five

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rofess

ional

copy Five

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rofess

ional

copy Five

Star P

rofess

ional




Man

agers


Eric K Swope





Brian D Williams




Robert N Webster




Two-

Year

Winn

er


Craig E Williams




Ron A Zimmermann






Damian Walsh





AAMSreg CFP reg

Ted Swenson




Arnold C Wegher





copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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rofess

ional

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copy Five

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ional

copy Five

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rofess

ional




Man

agers


Phil Dispense





Kathleen A Drake





Laurence J Kandel



Damon L Kaplan


Two-

Year

Winn

er


Dennis Means


Member FINRASIPC



David W Moritz




Two-

Year

Winn

er


Jimmy Hasson



Two-

Year

Winn

er


Karen Jessey




Raeyane Farrell




ve Sta

r Prof

ession

al

copy Five

Star P

rofess

ional

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rofess

ional

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ional

copy Five

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ional




Man

agers


Joyce H Nakamura



Roy Persky




Mary Pierce





Shelley Schlossberg





Rich Munneke


Two-

Year

Winn

er


Tom Obarski




Michael A Pappas




Gary A Peterson




David A Simon


copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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ional

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ional

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ional

copy Five

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rofess

ional

copy Five

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rofess

ional




Man

agers


Eric K Swope





Brian D Williams




Robert N Webster




Two-

Year

Winn

er


Craig E Williams




Ron A Zimmermann






Damian Walsh





AAMSreg CFP reg

Ted Swenson




Arnold C Wegher





copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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copy Five

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rofess

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Man

agers


Joyce H Nakamura



Roy Persky




Mary Pierce





Shelley Schlossberg





Rich Munneke


Two-

Year

Winn

er


Tom Obarski




Michael A Pappas




Gary A Peterson




David A Simon


copy Five

Star P

rofess

ional

copy Five

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ional

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rofess

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ional

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rofess

ional

copy Five

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rofess

ional




Man

agers


Eric K Swope





Brian D Williams




Robert N Webster




Two-

Year

Winn

er


Craig E Williams




Ron A Zimmermann






Damian Walsh





AAMSreg CFP reg

Ted Swenson




Arnold C Wegher





copy Five

Star P

rofess

ional

copy Five

Star P

rofess

ional

copy Five

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rofess

ional

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Man

agers


Eric K Swope





Brian D Williams




Robert N Webster




Two-

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Craig E Williams




Ron A Zimmermann






Damian Walsh





AAMSreg CFP reg

Ted Swenson




Arnold C Wegher





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2012 denver five star wealth managers · special advertising section : five star award information...

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