special advertising section 2014 denver star five star ...€¦ · the power of experience left to...
TRANSCRIPT
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
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Finding a wealth manager who suits your needs can be a daunting task In fact many consumers have a hard time figuring out where to even begin
Sometimes a few simple questions can set one off on the right path Asking a wealth manager what makes working with him or her a unique experience can help you understand how they work and if their style meshes with your own Further asking a financial advisor to talk about any specialties they might have can help uncover skills you might find useful
Ultimately how do you find an experienced wealth manager who you feel comfortable working with One who has high retention rates One who has undergone a thorough complaint and regulatory review One who has tenure in the industry
5280 magazine ColoradoBiz magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria Among many distinguishing attributes the average one-year client retention rate for this yearrsquos award winners is more than 96 percent 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
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
AWARDA Select
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 wwwfivestarprofessionalcombull 4385 award candidates in the Denver area were considered for the Five Star Wealth Manager award 528 (approximately 13 percent of the award
candidates) were named 2014 Five Star Wealth Managers
DISCLOSURESResearch
OF AWARD WINNERSDetermination
Regulatory Review
As defined by Five Star Professional the wealth manager has notbull 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
For more information on the program go to FiveStarProfessionalcomawardscpa_epa_wm_programphp
Five Star Wealth Managers
2014 Denver
Evaluation Criteria - Considered
6 One-year client retention rate
7 Five-year client retention rate
8 Non-institutional discretionary andor non-discretionary client assets administered
9 Number of client households served
10 Education and professional designations
Eligibility Criteria ndash Required
1 Credentialed as an investment advisory representative or a registered investment advisor
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 Fulfilled their firm review based on internal firm standards
5 Accepting new clients
Award candidates who satisfied 10 objective eligibility and evaluation criteria were named 2014 Five Star Wealth Managerscopy Fi
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ar Professi
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Seal FinancialServices Inc
A Proven Track Record
for Helping You Succeed
Left to right Three-year winner Janet McCoy CFPreg AIFregtwo-year winner Greg Seal CFPreg MBA CIMCreg CIMAreg
bull Sound fi nancial planning to help you succeed
bull Unbiased fi duciary-based strategies that put your interests fi rst
bull Established expertise in preserving multi-generational wealth
Areas of Focus Comprehensive Financial and Estate Planning Investment and 401(k) Plan Management Consulting and Education Asset Preservation and Growth
Growing your money safely is not easy in todayrsquos world Thatrsquos why we are here You can trust us to help you accomplish your goals whether you are managing your own lifersquos changes or entrusted with your fi rmrsquos entire 401(k) plan
As independent fee-based fi nancial planners we take our role as fi duciaries very seriously This means we put your needs ahead of our own with the utmost in objective unbiased guidance It shows in the results we have achieved for our clients over the past years
Our caring approach is to help you carefully address the complex interweaving of factors involved in your planning process from fi nancial legal and tax-related to long-term health care issues
We would be honored to help you identify sound solutions to proactively position your estate and preserve what is most important to you and your loved ones today and tomorrow Call us for a complimentary consultation and portfolio review today
Seal Financial Services Inc7600 East Eastman Avenue Suite 412 bull Denver CO 80231
Office 303-671-9777 bull Toll-free 800-279-8035sealsealfinancialcom bull wwwsealfinancialcom
Securities offered through Geneos Wealth Management Inc member FINRASIPC Advisory Services offered through Seal Financial Services Inc
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
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G5 Financial GroupThe Power of Experience
Left to right Two-year winner Larry Finch Managing Principal G5 Financial Group three-year winner Scott Forsyth CFPreg Managing Principal G5 Financial Group
bull Comprehensive wealth management pre- and post-retirement income planningbull Financial planning proactive tactical asset management insurance planningbull Wealth accumulation preservation and transfer strategies
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
5613 DTC Parkway Suite 1200 bull Greenwood Village CO 80111Larry 303-989-6317 bull Scott 303-721-0691
larryfinchg5financialgroupcom bull scottforsythg5financialgroupcom bull wwwg5financialgroupcom
Securities and Advisory Services offered through Geneos Wealth Management Inc Member FINRASIPCAdvisory Services offered through G5 Financial Group RIA LLC and Financial Design and Management SEC-Registered Investment Advisors
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SPECIAL ADVERTISING SECTION
2014 Fiv
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Vasil W AllabashiComprehensive Financial Services and Wealth Management
Areas of Focus Comprehensive Financial Services Wealth Management Business Planning and Support Insurance Planning Retirement Planning
Left to right Front row Two-year winner David Keller Rico Nelson two-year winner Vasil Allabashi Lyle Domenitz and three-year winner Karen Jessey
Back row Jeremy Clark Robert Fillmore and Rex Thatcher
bull Innovative wealth creation accumulation and spending strategiesbull Teams of specialists to coordinate your wealth with business estate and tax objectives
Wealth Strategies Group (formerly VW Allabashi amp Associates LLC) is a complete fi nancial services fi rm incorporating the unique insights developed by Vasil Allabashi during his 54 years in the insurance and fi nancial services industry A premier member of the Denver fi nancial services community since 1987 Wealth Strategies Group specializes in the development and enhancement of client planning by ensuring proper
coordination between all fi nancial assets With a senior management team of 15 WSG assists individuals families and business owners in navigating through all aspects of their fi nancial world employing a most distinctive set of strategies and tools to create a clear and exciting map for building and protecting wealth
Wealth Strategies Group6455 South Yosemite Street Suite 300 bull Greenwood Village CO 80111
Phone 303-770-9020 bull Fax 303-488-9070wwwwealthsgcom
Securities productsservices and advisory services are offered through Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS)6455 S Yosemite Street Suite 300 Greenwood Village CO 80111 (303) 770-9020 Wealth Strategies Group is not an affiliate or subsidiary of PAS PAS is a member of FINRA SIPC
Neither PAS nor its subsidiaries agents or employees provide tax or legal advice you should consult your tax or legal advisor regarding your individual situation
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Kean O BoucherA Comprehensive Independent and Unbiased Approach
Three-year winner Kean O Boucher Private Wealth ManagerLPL Branch Manager
bull Comprehensive wealth managementbull Personalized estate planningbull 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 investingenvironment 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
4600 South Syracuse Street Ninth Floor bull Denver CO 80237319 Main Street Suite 301 bull Carbondale CO 81623 | 709 East Railroad Avenue bull Fort Morgan CO 80701
Toll-free 800-318-8840keanboucherlplcom bull wwwboucherwmgcom
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliatesAdvertisement sponsored in part by Lincoln Financial Distributors
Not NCUA Insured Not Credit Union Guaranteed May Lose Value
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SPECIAL ADVERTISING SECTION
2014 Fiv
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Hemmings Group at Morgan StanleyExcellence in Wealth Management
Asset ManagementAccess to Lending ServicesWealth Protection
Left to right Adam Goble Financial Advisor Joyce Moreno Senior Registered Associate two-year winner G Bruce Hemmings Senior Vice President Wealth Management Senior Portfolio Management Director
Financial Advisor Brandy Carlson Registered Associate Gary Edgar Financial Advisor
bull Comprehensive wealth management and fi nancial planningbull Personalized portfolio management for high-net-worth clientsbull Multigenerational family focus and custom-tailored solutions
For 34 years and counting individuals and organizations throughout northern Colorado have looked to The Hemmings Group led by two-time Five Star award winner Bruce Hemmings to provide customized fi nancial strategies to help meet their fi nancial objectives They provide comprehensive wealth management strategies a disciplined investment process and clear communication to create a customized fi nancial strategy designed to meet their clientsrsquo fi nancial goals
6125 Sky Pond Drive Suite 100 bull Loveland CO 80538Office 970-776-5501 bull Toll-free 866-749-5423wwwmorganstanleyfacomhemmingsgroup
copy2014 Morgan Stanley Smith Barney LLC Member SIPC
PhilosophyTherersquos no substitute for experience and integrity
Client approachPlanning-based needs-driven
Industry experienceG Bruce Hemmings 34 years
Five Star award winnerG Bruce Hemmings 2012 2014
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Garret T JettYour Wealth Your Future Our Focal Point
Areas of Focus Wealth Management Financial Planning Tax Preparation Risk Mitigation Strategies
Left to right Kathleen Leopold three-year winner Garret Jett Financial Advisor Gregory Dexter Financial Advisor three-year winner Ryan Murphy Financial Advisor
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
bull We aim to steward business with Christian values and beliefs
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 The goal of this system is to provide you with the confi dence needed to navigate through the ldquonew-normal economyrdquo and prepare for the certainty of uncertainty in life We inform our clients on their investment options for the issues that matter most while adhering to our integrity and ethics
10375 Park Meadows Drive Suite 125 bull Lone Tree CO 80124Office 303-222-2612 Ext 2612 bull Toll-free 800-332-9222 Ext 2612
gjettampfcom bull ameripriseadvisorscomgarrettjettInvestors 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 Asset allocation does not assure a profit or protect against loss in declining markets
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Trailhead Wealth Management LLCService Advice Simplicity
Helping Our Clients Pursue Their Desired Quality of Life
Left to right Ryan Holocher Client Associate 2014 winner Greg Stringari PartnerSenior PIM Portfolio Manager Candace Gardner Branch Administrator Sarah Giammaria Marketing Associate Audrey Ingram Operations Manager
2014 winner Bryan Pieper PartnerSenior PIM Portfolio Manager
bull We believe that clientsrsquo interests come before our own and that transparency is keybull Comprehensive wealth management begins with a plan that is reviewed oftenbull The simplest strategy may often be the best to accomplish your goals
Trailhead Wealth Management LLC is a private investment and wealth management fi rm located in Louisville Colorado founded by Bryan Pieper amp Greg Stringari The Trailhead team has set out to create a new standard in the fi nancial services industry focused on high-quality client service knowledgeable
advice from experienced and reliable advisors and simple easy-to-understand plans to help our clients reach their fi nancial goals With 70-plus years of combined experience our services range from investment and portfolio management to college retirement and insurance planning
801 Main Street Suite 300 bull Louisville CO 80027Office 720-625-3300
wwwtrailheadwmcom
Investment products and services are offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Wells Fargo Advisors is the trade name used by two separate registered broker-dealers Wells Fargo Advisors LLC and Wells Fargo Advisors Financial Network LLC Members SIPC non-bank affiliates of Wells Fargo amp Company
Trailhead Wealth Management LLC is a separate entity from WFAFN [CAR 0814-05123]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Bruce G Allen
Making Your Wealth Work for You
Three-year winner Bruce Allen President AIFAreg CIMAreg CPWAregGeneral Securities Principal
bull We build manage protect and transition wealth for our clients
bull Our process starts and fi nishes by listening to you
bull We then provide independent objective unbiased and cost-eff ective solutions
We help clients build manage protect and transition wealth
I created Bruce G Allen Investments LLC to help our clients build manage protect and transition their wealth We take a comprehensive approach to wealth management by touching on the four cornerstones of investments credit and liability
management risk management and estate and trust matters We do all of this so that we can help our clients create a sense of well-being prosperity and peace of mind
370 17th Street Suite 3580 bull Denver CO 80202Office 303-592-5535 bull Fax 303-592-5534
ballennationsfgcom 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
Bruce G Allen Investments LLC
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Jerry L GruberJody Hinsey
A Comprehensive Integrated Disciplined Approach
bull A strategy-fi rst approach
bull Dedicated and unbiased service and advice
bull Building lasting client relationships
Left to right Terri Tillotson Offi ce ManagerExecutive Assistant 2014 winner Jody Hinsey Partner three-year winner Jerry L Gruber Certifi ed Wealth Strategist CLUreg ChFCreg CWS OwnerPartner Mary Ann Perez Marketing Coordinator
We are an independent fi nancial planning fi rm and 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 104Englewood CO 80112
Offi ce 303-290-6113Toll-free 888-290-6117
jgrubergreenbookwmcomjodygreenbookwmcomwwwgreenbookwmcom
Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inc
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCOthree-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the third straight year
4600 South Syracuse Street Suite 1060Denver CO 80237
Offi ce 303-757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Financial Dynamics LLC
Guiding Clients Toward Financial Independence Since 1993
bull Wealth management specialists
bull Risk management specialists
bull Business planning specialists
Left to right Three-year winner Christopher P Bruhl CLUreg ChFCreg CFPreg Wealth Advisor Holly Jones Operations Manager 2014 winner Adam W Hall CFPreg Wealth Advisor
Our goal is to coordinate both investment management and risk management strategies crafting eff ective multidisciplinary fi nancial plans for business owners and those that value fi nancial independence 14143 Denver West Parkway Suite 510
Golden CO 80401
Offi ce 720-445-7294Offi ce 303-942-1717
christopherbruhllplcom myfi nancialdynamicscom
Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Stephanie E Gudka
Comprehensive Financial Services and Asset Management
bull Understanding your goals and fi nancial values
bull Developing strategies tailored to your needs
bull Delivering a high level of personal service
Left to right Coleen Crews CFS Registered Sales Assistant 2014 winner Stephanie E Gudka CFPreg CFS Executive Financial Advisor Laura Saunders CFS Registered Representative
Stephanie Gudka has provided her clients with dedicated unbiased personalized service and advice for more than 20 years Her experience and independence allow her to off er an objective approach to serving all of your asset needs including investments insurance estate and retirement planning Stephanie and her team can help you make informed decisions about your investment strategy and guide you toward reaching your fi nancial goals
Several locations to serve you Thornton Northglenn and Westminster
8851 Harlan StreetWestminster CO 80031
Offi ce 303-487-8466
cfs-sgudkabellcoorg wwwbellcoorgstephanie-gudka
Investment products and services offered through CUSO Financial Services LP (CFS) are not NCUANCUSIF insured are not credit union guaranteed and may lose value
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Ron Zimmermann Financial Advisor Manda Neuman Client Service Associate three-year winner Phil Dispense Financial Advisor Kaitlin Inchauspe Registered Associate two-year winner Gary Peterson Financial Advisor
The philosophy of the Falcon Group is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while seeking to provide our clients with an acceptable rate of return We manage portfolios tactically with the objective of controlling risk and generating returns consistent with the customized goals and objectives of our clients Phil Dispense Five Star award winner 2012 2013 and 2014 Gary Peterson Five Star award winner 2012 and 2013 Ron Zimmermann Five Star award winner 2012 and 2014
370 17th Street Suite 2800 Denver CO 80202
Offi ce 303-572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstance from an independent tax advisor copy2014 Morgan Stanley Smith Barney LLC Member SIPC
McGibbon Asset Management
Customized and Personalized Wealth Management
bull Formulating investment strategies that are comfortable for your risk tolerance
bull Our quality fee-based-only management eff ectively aligns your success avoiding the confl ict of interest that comes from prepackaged investments
Left to right 2014 winner Brent McGibbon CIO Mark Stromberg Independent Sales Director
With a strong market understanding McGibbon Asset Management brings both discipline and structure to your portfolio Your investments stay on track with your long-term strategy We remove the emotion from investing by fi ltering through market information available and advising changes to your portfolio only when they are consistent with your specifi c investing goals Your money will be closely managed in-house using a fundamental value investing strategy
McGibbon Asset Management8400 East Prentice Avenue Suite 1360
Greenwood Village CO 80111
Offi ce 303-757-8623 Cell 303-378-4249
bmcgibbonmcgibbon-assetcom wwwmcgibbon-assetcom
McGibbon Asset Management is an independent advisor that is registered with the State of Colorado
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Three-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Senior Registered Associate
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 27 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 24 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120Boulder CO 80302
Kristy 303-545-1844Noel 303-545-1845
kristytochiharamorganstanleycomwwwmorganstanleyfacomtochiharaculberson
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Cherry Hills Investment Advisors IncHelping You Navigate Your Financial Future
bull Dedicated professionals with decades of experience and training
bull Comprehensive investment management and fi nancial planning advice
bull Serving the Colorado community since 1999
Left to right Seated Chelsey Knight Client Services Manager 2014 winner Kate Scott CFPreg CPA Principal Standing Elisabeth Jacobson Investment Advisor 2014 winners Valerie Antonioli CFPreg Principal and Susie Johnston CFPreg Principal and Founder
Cherry Hills Investment Advisors is a wealth management fi rm that works with individuals families and small businesses to design and implement personalized fi nancial strategies Throughout each lifecycle event we serve as our clientsrsquo fi nancial advocate and provide thoughtful counsel on a wide range of wealth management issues We welcome this opportunity to further introduce our fi rm
8400 East Prentice Avenue Suite 1010Greenwood Village CO 80111
Offi ce 303-703-4560
infochiaplancomwwwchiaplancom
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Drexler Groupof Wells Fargo Advisors
bull Disciplined portfolio risk management
bull Process-driven results
bull Personalized goals-based wealth management strategies
Left to right Frank Djonbalaj Mick Pepper Susie Kaufman 2014 winner Stephen Drexler Je Byers
Our focus at the Drexler Group is to simplify enhance and preserve our clientsrsquo fi nancial well-being We hold ourselves to the highest level of accountability as we work in partnership with our clients helping them reach their fi nancial goalsOur belief is that ldquodiscipline is more important than convictionrdquo when it comes to managing risk
102 South Tejon Street Suite 1000 10th FloorColorado Springs CO 80903
Offi ce 719-636-8000Direct 719-636-8044
stephendrexlerwfadvisorscom wwwthedrexlergroupcom
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02994]
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
Top five questions that wealth managers want clients to answer
From research conducted by Five Star Professional April 2011
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce 303-200-1441Cell 719-210-6817toddwarburtonraymondjamescomFrontRangeFinancialConsultingcom
bull Retirement planningbull Custom portfolio managementbull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPCThis award is bestowed by an independent third-party organization not affiliated
with Raymond James
Senior Vice President ndash Investments Branch Manager
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce 303-689-7424Toll-free 800-991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 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
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial 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
Private Wealth AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
Patricia Kummer
8871 Ridgeline Blvd Ste 100Highlands Ranch CO 80129
Offi ce 303-470-1209patkummerfi nancialcomwwwkummerfi nancialcom
bull Creating ethical solutions for 28 years bull Objective personal guidance bull Tailored wealth accumulation strategies
Creating Financial Peace of Mind
KFS is a dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Come experience our full-service personal attention to your specifi c needs We provide fi nancial services education and advice to professionals and families
CERTIFIED FINANCIAL PLANNERtrade
Mark R Paller
68 Inverness Ln E Ste 203Englewood CO 80112
Offi ce 303-858-0045markpallerpallerfi nancialcomwwwPallerFinancialcom
bull Established in 1997 bull Independent and transparent bull Operates under a fi duciary standard
You Are the Only One Who Counts
Paller Financial is dedicated to asking the tough questions of why how and what if By doing so we increase the probability of executing a successful fi nancial plan Our work is designed to manage risk secure appreciation and create regular income Integrated with the proper legal documents the outcome becomes self-evident
CPAPFS CFPreg CLUreg ChFCregcopy Five
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Tom Abboud
6383 S Rifl e StAurora CO 80016
Offi ce 720-252-6004TomAbboudLPLcomVeritasfi nancialplanningcom
bull Truthful honest and upfront on everything bull First priority is your fi nancial success bull Customized fi nancial plans that fi t you
Veritas Noun Latin Meaning Truth
The pursuit of meaningful goals is something we all share Whether yoursquore planning for retirement to fund education for your children or grandchildren or to leave a legacy for the next generation Veritas Financial Planning can help you succeed With an understanding of individual needs and goals we will implement a personalized wealth management plan then monitor and adjust it as necessary to help you achieve those goals
LPL Financial Planner
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
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade professional 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 CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 2013 and 2014
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC This award is bestowed by an independent third-party organization not affiliated with Raymond James
CFPreg CFAreg
Sandon Purcell
Purcell Capital Management 5299 DTC Blvd Ste 210Greenwood Village CO 80111
Offi ce 303-800-3350Toll-free 888-338-4713
sandonpurcellwfafi netcomwwwpurcellcapitalcom
bull More than 60 years of combined experiencebull Multigenerational servicesbull Dividend-oriented income strategies
A Team Approach to Assist
It is our mission to always be committed to our core values of client service integrity and honest advice Because we have the support of a large fi rm such as Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone we believe we are able to off er our clients the very best possible experience Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate of
Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0814-05500 ]
Branch Manager
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80209Phone 303-331-6434elizabethovoyafacom wwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
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 makes 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 o ered through Voya Financial Advisors Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by Voya Financial Advisors
Financial Advisor MBA University of Colorado
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone 303-792-7340 Ext 2Direct 720-209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
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 CERTIFIED FINANCIAL PLANNERtrade 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 Five Star Wealth Manager 2012 2013 and 2014 Securities o ered through Raymond James Financial Services Inc Member FINRASIPC This award
is bestowed by an independent third-party organization not a liated with Raymond James
CFPreg MBA
Mark Sindrich
1490 S Pearl StDenver CO 80210
Offi ce 303-744-8899Toll-free 800-825-8259infosindrichcomwwwsindrichcom
bull Clarity confi dence consensus accountabilitybull Answers to the what-ifs that keep you up at nightbull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions that are clear and simple to each of our clientsrsquo unique fi nancial needs We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be o ered through NFP Advisor Services LLC Member FINRASIPC NFP Advisor Services LLC is not a liated with Sindrich amp Associates
CERTIFIED FINANCIAL PLANNERtrade
Dennis A Leonida
Raymond James Financial Services Inc 8400 E Prentice Ave Ste 1100Greenwood Village CO 80111
Offi ce 303-629-7500Toll-free 800-268-2689
dennisleonidaraymondjamescom
wwwraymondjamescomcfg
bull Comprehensive fi nancial planning bull Business continuity planning bull Employee benefi ts planning
Personalized Financial Planning
Our mission is to create an innovative client experience Through our tireless client service and industry-leading research we focus on assisting our clients in not only defi ning their fi nancial goals but more importantly developing a plan to achieve them
Securities offered through Raymond James Financial Services Inc Member FINRASIPCThis award is bestowed by an independent third-party organization not affiliated with
Raymond James
ChFCreg CLUreg
Jeffrey T Huff
6400 S Fiddlerrsquos Green Cir Ste 1840Greenwood Village CO 80111Offi ce 720-963-6120Cell 303-888-5511jeff reyhuff wfafi netcom
bull Highly personalized service and advice bull Customized portfolio management bull Retirement income and risk management
Professional Advice With Integrity
For over 26 years Jeff has provided his clients with customized comprehensive wealth management strategies and unbiased advice Talk to us if you seek a rich honest dialogue about your individual investment goals and challenges
Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate
of Wells Fargo amp Company Redpoint Capital Management is a separate entity from WFAFN [CAR 0914-02327]
President Branch Manager
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
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wfivestarprofessionalcom
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
23596 Currant DrGolden CO 80401Phone 303-384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
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
CFPreg President LPL Registered Principal
CastleMountain Financial Services Inc
3200 Cherry Creek S DrSte 480Denver CO 80209Phone 303-733-4305lonnyobermeyerassetcomwwwobermeyerassetcom
Laurence J Kandel
I would like to thank our wonderful clients for their continued loyalty
Rankings andor recognition by una liated rating services andor publications should not be construed by a client or prospective client as a guarantee that heshe will experience a certain level of
results if Obermeyer is engaged or continues to be engaged to provide investment advisory services nor should it be construed
as a current or past endorsement of Obermeyer by any of its clients A copy of Obermeyerrsquos current written disclosure statement discussing its advisory services and fees is available upon request
Vice President Investments and Client Advisory
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office 720-836-4534
David W Moritz
I work one-on-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
Financial Advisor CFPreg
2229 S Joliet Way Aurora CO 80014 Direct 303-306-6639 katiecollinslplcom wwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 30 years of experience mdash Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
4419 Orofino CtCastle Rock CO 80108Office 303-663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
An Ameriprise Platinum Financial Servicesreg practice I help my clients plan for their dreams through a comprehensive financial planning approach and long-term investment 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
Financial Advisor CFPreg CLUreg
7665 E Windford StParker CO 80134Office 303-805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams works with high-net-worth individuals family offices and business owners to build sophisticated investment portfolios containing stocks bonds and other asset c lasses that emulate the endowment-style investing employed by large institutional investors
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Myers Financial Limited650 S Cherry St Ste 1250Denver CO 80246Office 303-393-0340Cell 303-319-1752lesliemyerslplcomwwwlplcomlesliemyers
Leslie A Myers
Leslie Myers treats her clients as partners in the investment and management of their assets Her personal touch which focuses on the individual as well as the family needs and wants has enabled her to generate new clients while maintaining a loyal clientele for many years
Securities o ered through LPL Financial Member FINRA SIPC
CFPreg MBA CLUreg ChFCreg LPL Financial Planner
13976 W Bowles Ave Ste 200Littleton CO 80127Office 720-962-6700Cell 303-808-4767wwwwamboltandassoccom
Greg Wambolt
Truth is wealth wonrsquot manage itself Reaching your goals takes a team dedicated to you mdashnot to their firm Our process is proven to identify planning gaps reduce complexity and deliver the best rate of return possible Itrsquos why successful people call on us to grow and protect their wealth Greg ldquoFinish Strongrdquo Wambolt is a f ly fisherman and a sport clay shooter
CFPreg CLUreg ChFCreg
If yoursquore in this business for money
alone you will never make it You have to
genuinely want to make a difference in your
clientsrsquo lives
mdash Five Star award winner
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
e Star W
ealth M
anag
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1801 13th St Ste 200Boulder CO 80302Office 303-541-2047michaeljoakeswellsfargocom
Mike Oakes
For nearly a decade Mike has helped clients implement investment strategies and feel confident in their financial decisions Contact Mike Oakes for a consultation
Wells Fargo Advisors LLC Member SIPC is a registered broker-dealer and a separate non-bank a liate of Wells Fargo amp Company
[CAR 0814-03128]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor
5610 Ward Rd Bldg 100 Ste 110Arvada CO 80002Office 303-393-2456tedswensonlplcomswensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
Denver CO 80202Office 720-399-5555Cell 720-495-1317DerekETriumphCapitalManagementcomTriumphCapitalManagementcom
Derek N Eichenwald
Mr Eichenwald assists clients of Triumph Capital LLC on their l ifetime financial and strategic goals through sound asset management risk planning retirement planning and advanced estate planning techniques
1610 Wynkoop Street Suite 550 Denver CO 80202Securities o ered through JP Turner amp Company LLC (Member SIPC) JP Turner amp Company LLC is not a liated with Triumph Capital LLC
JPT090914-1519
CEO and Senior Investment Executive
8751 E Hampden Ave Ste B-10Denver CO 80231Phone 303-243-5722jimmyhassonlplcomwwwhassonfinancialscom
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 investment advisory retirement planning and education planning
Securities o ered through LPL Financial Member FINRASIPC
CERTIFIED FINANCIAL PLANNERtrade
4430 Arapahoe AveBoulder CO 80303Office 303-444-9300leecoloradocapcomwwwcoloradocapcom
Lee Strongwater
Integrity Quality Results
At Colorado Capital Management we seek to understand the purpose money serves for you before we put it to use We do this by listening and understanding what is most important and then by designing a prudent plan for you to achieve your cherished goals
Financial Advisor
5251 DTC Pkwy Ste 1500Greenwood Village CO 80111Office 303-925-9648michaeljhoodmorganstanleycommorganstanleyfacomhood
Michael J Hood
As your financial advisor I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve 2014 Five Star award winner
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP
(with ame design) in the US copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President CFPreg
7979 E Tufts Ave Ste 715Denver CO 80237Direct 303-689-7480nicolemayampfcomameripriseadvisorscomnicolemay
Nicole May
What are your dreams and goals for retirement I am passionate about working with my clients and want them to experience financial confidence now and in retirement It starts with a conversation discussing cash reserves debt management investments and taxes
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
Financial Advisor CERTIFIED FINANCIAL PLANNERtrade professional
7979 E Tufts Ave Ste 715Denver CO 80237Phone 303-689-7448raeyanexfarrellampfcomameripriseadvisorscomraeyanexfarrell
Raeyane Farrell
Whether itrsquos a long way off fast approaching or already a reality you have dreams and goals for your retirement I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs
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
MBA Financial Advisor
Wells Fargo Advisors LLC3200 Cherry Creek S Dr Ste 100Denver CO 80209Phone 303-248-0842Toll-free 800-777-1401DonnaBoenderWFAdvisorscom
Donna M Boender
Donna Boender CERTIFIED FINANCIAL PLANNERtrade 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 Visit wwwWFAdvisorscomdonnaboender
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02380 91514]
Senior Vice President ndash Investment Officer
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
ww
wfivestarprofessionalcom
FSbull21
Award winners listed by primary services and listed alphabetically by last name
Business PlanningMark Goodside Retirement
Solutions of Colorado
William E Roberts AUCTORIS
Bernard Taillon Triad Financial Group
Kerry Linn Walker Business Owner Solutions
Estate PlanningRichard H Hartmann AUCTORIS
Reid M Johnson MBA Wealth Management
Financial PlanningChad Aaberg Thrivent Financial
Thomas Abboud Veritas Financial Planning Page 16
Chad Michael Alevras Gregory amp Associates
Vasil W Allabashi Wealth Strategies Group Page 4
Gregory Robert Anderson GRAnderson Wealth Management Group
Valerie Antonioli Cherry Hills Investment Advisors Page 13
Nathan M Archuleta Summit Wealth Group
Craig Arfsten Prosperion Financial Advisors
Terri Ashton Townsend Retirement Specialists
Colleen Askew Knopinski amp Fauver Financial Advisors
Mark Autterson Win Advisor
Stephen Baker Ameriprise Financial Services Inc
Ali Barghelame Barghelame Wealth Advisors
Linda R Barker Ethos Financial PartnersAmeriprise Financial Services Inc
John T Barry Barry Financial Services
Jeffrey Bartleson Ameriprise Financial Services Inc
Bob Bastiaans Ameriprise Financial Services Inc Page 15
Dana Bath Aveo Capital
Tom Baumler Asset One
Richard Bellmar Bellmar Family Financial
Benjamin Wills Bender Raymond James
John R Bennett First Command Financial Planning
A Raymond Benton Benton amp Company
Amy Berk Ameriprise Financial Services Inc
David Billingslea Ameriprise Financial Services Inc
Matthew R Blake My Portfolio Guide
Mitchell Lewis Bloom Bloom Financial
Thomas Boh Robert W Baird amp Company
Steve Booren Prosperion Financial Advisors
Kean Boucher Boucher Wealth Management Group Page 5
Paula Boyka Raymond James
Carol Rogers Breglio Ameriprise Financial Services Inc
Michael J Broker Trilogy Financial Services
Mark R Brown Brown amp Tedstrom
Michael V Brown Morgan Stanley
JA Tyler Browning II The Browning Group II
James Roland Brubaker Exit amp Retirement Strategies
Stephen Brubaker Exit amp Retirement Strategies
Christopher P Bruhl LPL Financial Page 11
Stephanie Bruno SBWA
Matthew Carpinelli AFC Wealth Management Group
Madison Anne Carter Morgan Stanley
Karlton D Childress Sharkey Howes amp Javer
Loretta Chiofolo Ameriprise Financial Services Inc
Michael Cohen Lincoln Financial Advisors
Michael Anthony Coleman Ameriprise Financial Services Inc
Richard P Costner G5 Financial Group
Seth Davis RMB Capital
LeeAnn Day LPL Financial
Jordan Dechtman Jordan Dechtman Wealth Management
Louis M DeNiro Ameriprise Financial Services Inc
John Diak Oatley amp Diak
Christopher James Dietz Morgan Stanley
Jeffrey Donahue Donaco Financial Services
Kathleen Drake Ameriprise Financial Services Inc
Pamela Dumonceau Asset One
Robert Eberhardt AampI Financial Services
Mike Edwards Morgan Stanley
Deborah Eggleston The Partners Group
Derek Nathan Eichenwald Triumph Capital Management Page 19
Bret A Elliott Elliott Financial
Daniel D Ellis US Bancorp
Chad Ernzen The Mutual Fund Store
Jason Evans New England Securities
John Wayne Farlow Financial Abundance
Raeyane Farrell Ameriprise Financial Services Inc Page 19
Alexander N Feick Paragon Capital Management
Lawrence Finch G5 Financial Group Page 3
David Findlow Charles Schwab amp Company
Nelisha Firestone Firestone Financial Group
Keith Ryan Fisher Financial Designs
Andrew Flanscha Thrivent Financial
Tamara Fontenot Ameriprise Financial Services Inc
Scott Forsyth G5 Financial Group Page 3
Elyse D Foster Harbor Financial Group
Karl Frank AampI Financial Services
Kimberly Gieseler LPL Financial
James Graham IV Lincoln Financial Advisors
Gerald A Graham Sr The Timberline Group
Kathryn Greene UMB Private Wealth Management
Janet Greiner American Zang Investment Council
Aaron Grey Denver Money Manager
Robert Edmund Grey Denver Money Manager
Whitney Winslow Grimm Summit Wealth ManagementAmeriprise Financial Services Inc
Jerry L Gruber Greenbook Wealth Management Page 10
Stephanie Gudka CUSO Page 11
Eustis Habighorst Public Service Credit Union
Mimi N Hackley Sharkey Howes amp Javer
Adam Watson Hall LPL Financial Page 11
Lowell Hansen Schaefer Financial Management
Chad Michael Harmon AampI Financial Services
Michael J Harrington Morgan Stanley
Roger Harris R Kent Harris amp Associates
Jimmy Hasson Hasson Financial Page 19
Scott M Hauser Ameriprise Financial Services Inc
Ross Haycock Summit Wealth Group
G Bruce Hemmings Morgan Stanley Page 6
Stephanie Herdahl Lincoln Financial Advisors
Debra K Herrington Vision Financial Services
Jennifer Hilts First Command Financial Planning
Jody Hinsey Greenbook Wealth Management Page 10
Robert Hochstadt GHP Investment Advisors
Robert L Holland Jr Life Transition Planners
Kevin D Hollis First Command Financial Planning
Guy Wesley Holman TCI Wealth Advisors
Gregory Horstman Prosperion Financial Advisors
Brett Howard Cherry Street Partners
Lawrence E Howes Sharkey Howes amp Javer
Andrew C Inman Peoples Investment Professionals
Phil Jacobson Synergy Financial Partners
Joseph Janiczek Janiczek amp Company
Patrick Janssen Ameriprise Financial Services Inc
Joel B Javer Sharkey Howes amp Javer
Karen Jessey Wealth Strategies Group Page 4
Debra Marie Johnson Life Transition Planners
Susan Elizabeth Johnston Cherry Hills Investment Advisors Page 13
Marvin Kark MZ Kark and Associates
David Keller Wealth Strategies Group Page 4
Shawn Kelly Townsend Retirement Specialists
Gary Wayne Keyfauver Raymond James
Zachary Kibby Thrivent Financial
Harold W Kirschner Sharkey Howes amp Javer
copy Five
Star
Professional
copy Five
Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
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Star
Professional
copy Five
Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
FSbull21
Award winners listed by primary services and listed alphabetically by last name
Cain Kobert Rocky Mountain Wealth Management
Larry N Koenigsberg Raymond James
Patricia Kummer Kummer Financial Strategies Page 15
Paul Lambert Cherry Street Partners
Bruce Larsen Presidential Brokerage
David Lawyer First Command Financial Planning
Chad Leigh Exit amp Retirement Strategies
Dennis A Leonida Raymond James Page 17
Mark Levine US Bancorp Investments
Richard Jason Levine Synergy Financial Partners
Michael Lincoln Lincoln Financial Services
David Loos Charles Schwab amp Company
Ronald C Lottridge Catalyst Financial Strategies
Josh David Lozow Transitions Wealth Management
Tad Michael Lyle Planning Resources
Kimberly Kaye Maez Ameriprise Financial Services Inc
Adam Makkai Makkai Capital Management
Joel Thomas Martin Denver Money Manager
Quinn A Martinez Clear Creek Investment Services
Marla Mason Presidential Brokerage
Nicole May Ameriprise Financial Services Inc Page 19
Cris Robert McBride NFP Securities
Jason Scott McBride Presidential Brokerage
Angel B McCall Lifetime Financial Strategies
Chad McDonnell Denver Investments
Dennis Means LPL Financial
Dot Mechtenberg Dot Mechtenberg
Terry Melonakis Melonakis Financial
Dita Merritt Ameriprise Financial Services Inc
Harve P Meslin Safe Harbor Financial Group
Ann Marie Milinazzo Hadad-Milinazzo Financial Group
Matthew Stephen Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Shawn Moore Morgan Stanley
J Cameron Morgan AampI Financial Services
David Moritz Ameriprise Financial Services Inc Page 18
C Randal Morris Summit Wealth Group
Jesse Morris Summit Wealth Group
David Morrison Prosperion Financial Advisors
Angela Mueting Thrivent Financial
Ryan S Murphy Ameriprise Financial Services Inc Page 7
Jay A Murray RM Infinity Advisors and Solutions for Tuition
Steve R Musick Destiny Capital
Leslie Myers LPL Financial Page 18
Thomas Nazzaro American Portfolios
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Josh Nelson Keystone Financial Services
Neil Norman Nichols Intentional Wealth
Amy Noel LPL Financial
Brad Noland Wagner Wealth Management
Patrick Nolen Nolen Western
William Norris Robert W Baird amp Company
Daniel Noven Noven Financial Group
Elizabeth OrsquoDonnell OrsquoDonnell Wealth Management Page 16
Daniel OrsquoLeary Quintus Financial Services
Sean OrsquoNeill Raymond James
Karen Ogard Robert W Baird amp Company
Dominick Paoloni SMG Partners
Charles Gregory Parr Ameriprise Financial Services Inc
Jeffrey Payne Aspen Wealth Management
Russell Petrin Morgan Stanley
Mary Lee Pierce Ameriprise Financial Services Inc Page 18
Sybil Praski Prosperion Financial Advisors
Christine Raines Azimuth Wealth Management
Jerry R Reiff Morgan Stanley
James A Reinig Reinig amp Associates
David Repka Creative Financial Solutions
Keith Robinson Morgan Stanley
Heather Kristin Roentz Merrill Lynch
Carole L Rominger Full Circle Wealth Management
Eric Rosel Morgan Stanley
Kevin W Ruebesam Thrivent Financial
Karen K Salvatore Shine Investment Advisory Services
Greg Schowe LotusGroup Advisors
Daniel B Schultz Ameriprise Financial Services Inc
Gregory Phillip Seal Seal Financial Services Page 2
Kara Sekavec LPL Financial
Eileen M Sharkey Sharkey Howes amp Javer
Michael Sherman Crestone Capital Advisors
Judith Shine Shine Investment Advisory Services
Andrea Shortino Ameriprise Financial Services Inc
Gary Brian Sidder Life Transition Planners
R Brady Siegrist Janiczek amp Company
Michael G Simmons Transitions Wealth Management
Mark Sindrich Sindrich amp Associates Page 17
Mark Smith MJ Smith and Associates
Mark Andrew Solinski First Allied Securities
Paul Staib Staib Financial Planning
Keith Stechmesser Thrivent Financial
Kelly Stecklein Capital Evolution Group
Stephen L Stribling Morgan Stanley
Kevin Patrick Sullivan Sullivan amp Associates
Marilynne Tarrall NewWest Advisors
Matthew H Tepoorten Charles Schwab amp Company
Mark E Thomas Townsend Retirement Specialists
Kris Tower American Portfolios
Deborah A Towers Towers Wealth Management
Jeff Townsend Townsend Retirement Specialists
Jennifer Trembley Ethos Financial PartnersAmeriprise Financial Services Inc
Scott Tremlett Charles Schwab amp Company
Laura Uchida Invest Financial
James Urbonas Ascent Financial Advisors
Maria Dolores Vargas LPL Financial
Jack Venable Ethos Financial PartnersAmeriprise Financial Services Inc
Gary Wagner Wagner Wealth Management
Rhonda Wagner Ameriprise Financial Services Inc
Carole Wagner-Grauer MetLife
Cortney Walker GW Wealth Management
Damian Walsh Ameriprise Financial Services Inc
Nathan Wangerin Thrivent Financial
Sterling Warburton Raymond James Page 15
Kenneth P Warner Ameriprise Financial Services Inc
Timothy Waters Triumph Capital Management
Rick Watson The Milestone Group
Marilyn S Weaver Presidential Brokerage
Charles Matthew Wernig The Browning Group II
Janet White Shine Investment Advisory Services
Zoe Whitmore Ameriprise Financial Services Inc
Brenda E Wille-Cope First Financial Strategies
Brian Williams GampW Wealth Management
Craig E Williams Williams Investment Network Page 18
Bart Writer Wealth Concepts
Charlene Zahn-Busch Zahn Financial Services
Ron Zimmermann Morgan Stanley Page 12
Diane Zing Trilogy Financial Services
InsuranceMark D Arlen Lincoln Financial
Advisors
Henry Geyelin Carpenter Ameriprise Financial Services Inc
Michael Edwards COPIC Financial Services
Matthew Grant Gehring Summit Wealth ManagementAmeriprise Financial Services Inc
InvestmentsKenneth Acampora Durable Wealth
Management
Patrick Adams PVG Asset Management
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
ww
wfivestarprofessionalcom
FSbull22
Award winners listed by primary services and listed alphabetically by last name
Bruce G Allen Bruce G Allen Investments Page 9
Candace Lee Allen Wells Fargo Advisors LLC
Philip Sheridan Almon Wells Fargo Advisors LLC
David Anderson Triad Financial Group
Douglas Maurice Applegate Edward Jones
John Arnold Wells Fargo Advisors LLC
Willis Ashby Integra Financial
Daniel L Austin Thrivent Financial
Stephen Avis Wells Fargo Advisors LLC
Hugh C Bandy Edward Jones
Gordon Bauer LPL Financial
Andy Beasley The Milestone Group
Brad Bickham Sargent Bickham Lagudis
Donald Billings Charles Schwab amp Company
Kenneth Blair Edward Jones
Patrick A Bloomfield Wells Fargo Advisors Financial Network LLC
Donna M Boender Wells Fargo Advisors LLC Page 19
Brian Boudreau Edward Jones
Sara D Boyd CoBiz Wealth
Jeffery Wayne Bruce Edward Jones
Barry C Bruner Wedbush Securities
Keith Bryant RBC Wealth Management
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
James Callahan Janiczek amp Company
William I Callender Lincoln Financial Advisors
Robert M Campbell Wells Fargo Advisors LLC
John Carnes Edward Jones
Mark William Christofferson Wells Fargo Advisors LLC
John Claxton Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 18
William H Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
Travis Cook Travis CookAvant Garde Advisors
David Arthur Cooper Edward Jones
Tony Coppola The Milestone Group
John R Cormey CoBiz Wealth
James Bryan Cornehlsen Capstone Investment Financial Group
Jonathan D Cox Morgan Stanley
Jordan Curry Morgan Stanley
Patty Delucas Wells Fargo Advisors LLC
Warren Greg Denewiler Denewiler Capital Management
Neil P Dermody Wells Fargo Advisors LLC
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Edward Dickey INS Capital Management
Angus Elder Dillon Wells Fargo Advisors LLC
Robin A Dillon Wells Fargo Advisors LLC
Phil Dispense Morgan Stanley Page 12
Matthew Dolan Edward Jones
Neil Draxler Edward Jones
Greyson Drexel Wells Fargo Advisors LLC
Stephen Drexler Wells Fargo Advisors LLC Page 14
Steve Durman Wells Fargo Advisors LLC
Todd A Dussex LPL Financial
Melissa Dyer Raymond James Page 17
David Huber Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC
Steven Ehrman LPL Financial
Geoff Eliason Peak Capital Management
Steve Ellis Colorado Capital Management
Trevor J Emery ACM Wealth Solutions
Galina Y Esterby Morgan Stanley
Nanette Fahrenbruch Edward Jones
Robert Farris Wells Fargo Advisors LLC
Richard Fishel The Fishel Group
Gustin D Fox-Smith Fox-Smith Wealth Management
Kirk Aaron Freedle Innovative Financial Partners
Brian Friedman GHP Investment Advisors
Mark Frohlich Wells Fargo Advisors LLC
Marc Gaudreault Western Wealth Advisors
Geoffrey Todd Gervasini Wakefield Asset Management
Bob Gibson Edward Jones
David Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Jason Kessler Gocke Edward Jones
Kevin James Goldin Morgan Stanley
Stephen Gordon Cornerstone Asset Management
Mark Griffin Wells Fargo Advisors LLC
Elbert Clark Griggs Griggs Wealth Management
Randy R Grose Cherry Creek Retirement Advisors
Edgar George Aaron Gumbiner Marathon Investment Management
Robert Guthrie Merrill Lynch
Melanie Hanby Asset One
Beth Haney Edward Jones
David Hansen Meridian Wealth Management
Guy Harris Edward Jones
Theodore Harris The Milestone Group
Robert L Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley
Tara Hefty-Hume Peak Asset Management
Katherine Heidtbrink Wells Fargo Advisors LLC
Lynn Zickefoose Hendricks Hendricks Financial Services
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Philip Holbert Robert W Baird amp Company
Michael J Hood Morgan Stanley Page 19
Jeffrey Huff Redpoint Capital Management Page 17
Kyle Hurt Lifetime Capital Management
Jeffrey Hutcheson Edward Jones
Eric Jasper Edward Jones
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 7
Nicholas Ryan Jones Morgan Stanley
Steven T Jones Tenacity Investment Group
Robert Hunter Junge Hunter Retirement amp Wealth Management
Linda S Kalat Morgan Stanley
Laurence J Kandel Obermeyer Asset Management Company Page 18
Brandon Kane Wells Fargo Advisors LLC
Craig Lee Kinnunen Janiczek amp Company
Eric Koeplin The Milestone Group
Leon Koob Wells Fargo Advisors LLC
H Scott Koplar Ameriprise Financial Services Inc
Joseph Kozmata Raymond James Page 16
David Kraatz Morgan Stanley
Bradley Kreidle Mainline West
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Porter Landreth Asset One
Leasha K Larsen Edward Jones
Brian C Larson Edward Jones
Daniel Kit Lassen Ameriprise Financial Services Inc
Lori Taylor Lawrence Western Equity Group
Timothy Lawrence Millennium Portfolio Advisors
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
Mark Liley Wells Fargo Advisors LLC
Christopher Long Ameriprise Financial Services Inc
Brad A Lundberg Edward Jones
Bruce Lutz MetLife
Andy Lyford Charlton Investment Services
Christopher Ryan Lynett Wells Fargo Advisors LLC
Tupper MacDowell Robert W Baird amp Company
Leslie A MacGuire LPL Financial
Peter Noel MacMillan Edward Jones
Gary Mangelsdorf LPL Financial
Ted J Manzanares MetLife
Keith O Marks Openheimer amp Company
Raphael Andre Martorello LotusGroup Advisors
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Professional
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Professional
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
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Man
agers
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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
Award winners listed by primary services and listed alphabetically by last name
Tanya Rebekah Mathews Meridian Wealth Management
Roger D Maurer Maurer amp Associates Page 10
John McCorvie Peak Asset Management
Colin Michael McCoy CGC Financial
Janet L McCoy Seal Financial Services Page 2
Michael McDonald LPL Financial
Richard C McDowell LPL Financial
Brent McGibbon McGibbon Asset Management Page 12
David W Mckinlay David W Mckinlay ChFC
Patricia Anne McNamara Cherry Creek Investment Advisors
Brandy Shera Merriam Ameriprise Financial Services Inc
Craig Louis Miller Morgan Stanley
Lauretta C Moell Wells Fargo Advisors LLC
Rebecca Moreland Robert W Baird amp Company
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management
John P Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Jesse Brooks Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Thomas V OrsquoDonnell Ameriprise Financial Services Inc
Adam OrsquoHair Edward Jones
Mike Oakes Wells Fargo Advisors LLC Page 19
James M Olson Morgan Stanley
David L Overton Halbert Hargrove Global Advisors
Jay Oyer Merrill Lynch
Mark Paller Paller Financial Services Page 15
Daniel Palm Robert W Baird amp Company
Michael Arris Pappas LPL Financial
Christopher Parsons Wells Fargo Advisors LLC
David C Partheymuller The Normandy Group
Edward William Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Craig Perkins CDP Financial
Roy Persky LPL Financial
Kirk R Peterson Peterson Financial Services
Bryan Pieper Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Victoria Lynne Pinder VP Financial Options
Patrick Eugene Pogue Edward Jones
Gary Poling Raymond James
Brent Powell GWN Securities
Mitchell Powers Investment Security Group
Julie F Pribble CoBiz Wealth
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 16
Walter John Rasmussen Morgan Stanley
Natalie Robbins Edward Jones
Bret Allen Roberts Morgan Stanley
Richard Rust Investment Security Group
Richard Sage LPL Financial
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Catherine Stahl Scheuber LPL Financial
Shelley Schlossberg CastleMountain Financial Page 18
Stacia Schmalzer MetLife
Max Scholfield Scholfield Wealth Management
David Schreiber Edward Jones
Kathleen Scott Cherry Hills Investment Advisors Page 13
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones
Steven Setchfield Setchfield Associates
Andleib Seth LotusGroup Advisors
Lesley Shiffrin NTB Advisors
David Burns Siebert First Financial Equity Corporation
Scott W Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Timothy Soderquist Morgan Stanley
Ann Foster Sparks Wells Fargo Advisors LLC
Eric J Srodulski Edward Jones
Richard Alan Stonger Merrill Lynch
William Stordahl Stordahl Capital ManagementWells Fargo Financial Network LLC
Jeffrey R Stotler Edward Jones
Paul Stratton Edward Jones
Adam Jason Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Greg Stringari Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Lee Strongwater Colorado Capital Management Page 19
Peter Lee Swanson Edward Jones
Theodore Swenson LPL Financial Page 19
Jeffrey Swingle Edward Jones
Eric Swope Ameriprise Financial Services Inc
Hony Mahone Tarrall NewWest Advisors
Scott Taylor Value Financial Advisers
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Betsy Thorpe Wells Fargo Advisors LLC
Dustin Tidwell Latitude Financial Group
Herman Tiemens II Wells Fargo Advisors LLC
Kristy Tochihara Morgan Stanley Page 13
Richard Todd Innovest Portfolio Solutions
Vernon Lee Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
Charles Turner The Mutual Fund Store
Martha Turner Edward Jones
David Twibell Custom Portfolio Group
Vincent William Valentine First Financial Strategies
Carin Wagner GHP Investment Advisors
Victor M Walker Wells Fargo Advisors LLC
Chester Wallace Quintus Financial Services
Greg Wambolt Wambolt amp Associates Page 18
Jeff J Warren Wells Fargo Advisors LLC
Robert Webster Webster Investment Advisors
Richard E Weintraub Meridian Wealth Management
Ward Welles Wells Fargo Advisors LLC
Noel Todd Wickwar Morgan Stanley
Chad A Williams Aveo Capital
Don K Williams WMS Financial Group
TH Williams Wells Fargo Advisors LLC
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Matthew Edward Winter Wells Fargo Advisors LLC
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Todd Warren Young Edward Jones
Michael G Zahler Wells Fargo Advisors LLC
Steven Zahorik Wells Fargo Advisors LLC
Curtis A Zeigler Capital Management Group
Jonathan Zeschin Essential Investment Partners
Matthew Ziereis Wells Fargo Advisors LLC
TaxationBruce Bendell Transitions Wealth
Management
Alan Piehl Alan R Piehl CPA
Trust ServicesRichard W Phillips Wells Fargo
Advisors LLC
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Professional
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Star
Professional
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Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
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Five Star Accounting and Estate Planning ProfessionalsHow do you find an accounting or estate planning professional with experience who has a good base of cl ients 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
accounting and estate planning professionals who satisfy 10 objective eligibility and e v a l u a t i o n c r i t e r i a A m o n g m a n y distinguishing attributes the average one-year client retention rate for this yearrsquos award-winning certified public accountants is more than 96 percent Meanwhile our winning estate planning attorneys clock an average of 78 percent of their hours as billable
The 2014 Five Star Certified Public Accountants and Estate Planning Attorneys are a select group representing less than 1 percent of the certified public accountants and 3 percent of the estate planning attorneys in the Denver area
Although this list is a useful tool for anyone looking for help with accounting or managing their estate it should not be considered exhaustive Undoubtedly there are many excellent accounting and estate planning professionals who for one reason or another are not on this yearrsquos list Self-nominations for this award are not accepted Denver award candidates were identified using internal and external research data
AWARDA Select
Award candidates who satisfied the following objective eligibility and evaluation criteria were named 2014 Five Star Certified Public Accountants or Estate Planning AttorneysOF AWARD WINNERS
Determination
Regulatory ReviewAs defined by Five Star Professional the accounting or estate planning professional 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 candidate Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists
bull Each candidate who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed abovebull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a potential winnerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use taxation or estate planning services in order to provide consumers the
opportunity to submit complaints regarding a potential winner
Eligibility Criteria ndash Required1 Credentialed licensed attorney 2 Actively employed as a credentialed professional in
the estate planning services industry for a minimum of five years
3 Favorable regulatory and complaint history review 4 A minimum of 50 percent of practice focus on estate
planning services 5 Accepting new clients
Evaluation Criteria ndash Considered 6 Number of transactions in last 12 months 7 Number of client households served 8 Industry and board certifications 9 Education and professional designations 10 Pro bono activities
Estate Planning AttorneysEligibility Criteria ndash Required 1 Credentialed Certified Public Accountant (CPA)2 Actively employed as a credentialed professional in
the accounting services industry for a minimum of five years
3 Favorable regulatory and complaint history review4 Accepting new clients5 Spend more than 50 percent of their time on taxation
or other accounting services
Evaluation Criteria ndash Considered6 One-year client retention rate7 Five-year client retention rate8 Number of clients served9 One-year billing realization rate10 Educat ion and profess ional des ignat ions
certifications
Certified Public Accountants
2014 Denver
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Professional
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Professional
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Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
FSbull25
2014 Fiv
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Daniel C Doherty
357 Main StLongmont CO 80501
Phone 303-532-2880Fax 303-532-2990dandanieldohertylawcomwwwdanieldohertylawcom
bull Estate planning taxation wills and trusts bull Estate probate and trust administration bull Business formation and succession planning
How Might We Be of Service to You
Never has a client asked that their estate or business planning be complicated diffi cult to understand or costly Everyone wants to keep it simple Unfortunately onersquos circumstances may require us to shift further up the continuum of complexity to resolve the challenge I strive to communicate with my clients in plain English to enable them to fully understand the pros and cons of the options available and the planning I propose
Juris DoctorateMaster of Laws of Taxation
Mira Fineacute
1999 Broadway Ste 4000Denver CO 80202
Offi ce 303-298-9600mfi neheincpacomwwwheincpacom
bull Service rooted in integrity listening and respectbull Technical knowledge to achieve identifi ed goals bull Independent thinking to provide objective advice
Connecting With Clients to Reach Their Goal
Mira has the ability to connect with clients and maintain open and constant communication to help drive decisions Using a solutions-based approach ideas and thoughts are shared in a collaborative environment with the focus on what is best for the client Mira believes various perspectives and points of view are important in achieving the best outcome which ultimately leads to prosperous and satisfi ed clients
Partner National Director of Tax Services
Ryan Senger
6000 Greenwood Plz Blvd Ste 125Greenwood Village CO 80111
Direct 303-488-7575Offi ce 303-488-7570RyanBorchardtSengercomwwwBorchardtSengercom
bull Comprehensive tax compliance servicesbull Intelligent tax planning strategiesbull Expert support for high-net-worth clients
Level of Service You Deserve
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 15 years of public accounting experience He has extensive experience working with partnerships S corporations and individuals Our fi rmrsquos focus is to provide accurate and timely advice to assist our clients in making informed business and personal tax decisions
Partner CPA MT
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
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Star
Professional
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Professional
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SPECIAL ADVERTISING SECTION
FSbull26
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
2014 Fiv
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Success requires
patience discipline
and diligence
mdash Five Star award winner
Award winners listed by primary services and listed alphabetically by last name
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
AccountingMarilyn Burnside Marilyn R
Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey and Company Professional Corporation
Mona Feeley WhippleWood CPAs
Mira Fineacute Hein amp Associates Page 25
Brenda A French Brenda A French CPA
Lenae Jackson May Jackson Hendrick
Gary Jacobs Gary A Jacobs and Associates
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Eric Lake Holben Hay Lake Balzer CPAs
Daniel Noven Noven amp Associates
Alan Piehl Alan R Piehl CPA
William Rooney Crowe Horwath
Ken Saliman Smith Brook Bolshoun amp Company
Mark L Sanders Mark L Sanders CPA
Michael V Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates Page 25
Joey Simon Smith Brook Bolshoun amp Company
Ernest Villany Boulder Valley CPAs
Donna J Ward Ward amp Associates CPAs
Richard Whipple WhippleWood CPAs
Gregory Zick Zick Business Advisors
Estate PlanningMichael Bland Bryan Cave
James W Buchanan III Buchanan amp Stouffer
Nancy R Crow Pendleton Wilson Hennessey amp Crow
Frank J Danzo III Chayet amp Danzo Page 26
Daniel Doherty Doherty Law Office Page 25
John Eckstein Fairfield and Woods
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
William Krems Davis Graham amp Stubbs
James Littlepage James Littlepage Law Offices
Nathan Merrill Goodspeed amp Merrill
David Osterman Osterman Law Firm
Jane Paddison Jane Caddell Paddison
Kristin Pineiro Wallace Scott
Daniel Rich Steele Street Bank amp Trust
Timothy Scott Wallace Scott
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 26
650 S Cherry St Ste 710Denver CO 80246Office 303-355-8500FrankColoradoElderLawcom
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
EstateBusiness Planning Elder Law
600 17th St Ste 2800Denver CO 80202Office 303-226-5861kzaloudekmshzlawcomwwwmszhlawcom
Kevin Zaloudek
Mills Schmitz Halstead amp Zaloudek has built a reputation of providing legal services without the customar y overhead of a typical law firm With practice areas ranging from tax and litigation to real estate and IP law Mills Schmitz Halstead amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Professional
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Professional
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SPECIAL ADVERTISING SECTION
2014 Fiv
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ealth M
anag
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wfivestarprofessionalcom
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Seal FinancialServices Inc
A Proven Track Record
for Helping You Succeed
Left to right Three-year winner Janet McCoy CFPreg AIFregtwo-year winner Greg Seal CFPreg MBA CIMCreg CIMAreg
bull Sound fi nancial planning to help you succeed
bull Unbiased fi duciary-based strategies that put your interests fi rst
bull Established expertise in preserving multi-generational wealth
Areas of Focus Comprehensive Financial and Estate Planning Investment and 401(k) Plan Management Consulting and Education Asset Preservation and Growth
Growing your money safely is not easy in todayrsquos world Thatrsquos why we are here You can trust us to help you accomplish your goals whether you are managing your own lifersquos changes or entrusted with your fi rmrsquos entire 401(k) plan
As independent fee-based fi nancial planners we take our role as fi duciaries very seriously This means we put your needs ahead of our own with the utmost in objective unbiased guidance It shows in the results we have achieved for our clients over the past years
Our caring approach is to help you carefully address the complex interweaving of factors involved in your planning process from fi nancial legal and tax-related to long-term health care issues
We would be honored to help you identify sound solutions to proactively position your estate and preserve what is most important to you and your loved ones today and tomorrow Call us for a complimentary consultation and portfolio review today
Seal Financial Services Inc7600 East Eastman Avenue Suite 412 bull Denver CO 80231
Office 303-671-9777 bull Toll-free 800-279-8035sealsealfinancialcom bull wwwsealfinancialcom
Securities offered through Geneos Wealth Management Inc member FINRASIPC Advisory Services offered through Seal Financial Services Inc
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Star
Professional
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Professional
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Star
Professional
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Professional
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Professional
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Professional
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
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G5 Financial GroupThe Power of Experience
Left to right Two-year winner Larry Finch Managing Principal G5 Financial Group three-year winner Scott Forsyth CFPreg Managing Principal G5 Financial Group
bull Comprehensive wealth management pre- and post-retirement income planningbull Financial planning proactive tactical asset management insurance planningbull Wealth accumulation preservation and transfer strategies
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
5613 DTC Parkway Suite 1200 bull Greenwood Village CO 80111Larry 303-989-6317 bull Scott 303-721-0691
larryfinchg5financialgroupcom bull scottforsythg5financialgroupcom bull wwwg5financialgroupcom
Securities and Advisory Services offered through Geneos Wealth Management Inc Member FINRASIPCAdvisory Services offered through G5 Financial Group RIA LLC and Financial Design and Management SEC-Registered Investment Advisors
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Professional
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Professional
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SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
ww
wfivestarprofessionalcom
FSbull4
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Vasil W AllabashiComprehensive Financial Services and Wealth Management
Areas of Focus Comprehensive Financial Services Wealth Management Business Planning and Support Insurance Planning Retirement Planning
Left to right Front row Two-year winner David Keller Rico Nelson two-year winner Vasil Allabashi Lyle Domenitz and three-year winner Karen Jessey
Back row Jeremy Clark Robert Fillmore and Rex Thatcher
bull Innovative wealth creation accumulation and spending strategiesbull Teams of specialists to coordinate your wealth with business estate and tax objectives
Wealth Strategies Group (formerly VW Allabashi amp Associates LLC) is a complete fi nancial services fi rm incorporating the unique insights developed by Vasil Allabashi during his 54 years in the insurance and fi nancial services industry A premier member of the Denver fi nancial services community since 1987 Wealth Strategies Group specializes in the development and enhancement of client planning by ensuring proper
coordination between all fi nancial assets With a senior management team of 15 WSG assists individuals families and business owners in navigating through all aspects of their fi nancial world employing a most distinctive set of strategies and tools to create a clear and exciting map for building and protecting wealth
Wealth Strategies Group6455 South Yosemite Street Suite 300 bull Greenwood Village CO 80111
Phone 303-770-9020 bull Fax 303-488-9070wwwwealthsgcom
Securities productsservices and advisory services are offered through Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS)6455 S Yosemite Street Suite 300 Greenwood Village CO 80111 (303) 770-9020 Wealth Strategies Group is not an affiliate or subsidiary of PAS PAS is a member of FINRA SIPC
Neither PAS nor its subsidiaries agents or employees provide tax or legal advice you should consult your tax or legal advisor regarding your individual situation
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Professional
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Kean O BoucherA Comprehensive Independent and Unbiased Approach
Three-year winner Kean O Boucher Private Wealth ManagerLPL Branch Manager
bull Comprehensive wealth managementbull Personalized estate planningbull 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 investingenvironment 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
4600 South Syracuse Street Ninth Floor bull Denver CO 80237319 Main Street Suite 301 bull Carbondale CO 81623 | 709 East Railroad Avenue bull Fort Morgan CO 80701
Toll-free 800-318-8840keanboucherlplcom bull wwwboucherwmgcom
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliatesAdvertisement sponsored in part by Lincoln Financial Distributors
Not NCUA Insured Not Credit Union Guaranteed May Lose Value
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Hemmings Group at Morgan StanleyExcellence in Wealth Management
Asset ManagementAccess to Lending ServicesWealth Protection
Left to right Adam Goble Financial Advisor Joyce Moreno Senior Registered Associate two-year winner G Bruce Hemmings Senior Vice President Wealth Management Senior Portfolio Management Director
Financial Advisor Brandy Carlson Registered Associate Gary Edgar Financial Advisor
bull Comprehensive wealth management and fi nancial planningbull Personalized portfolio management for high-net-worth clientsbull Multigenerational family focus and custom-tailored solutions
For 34 years and counting individuals and organizations throughout northern Colorado have looked to The Hemmings Group led by two-time Five Star award winner Bruce Hemmings to provide customized fi nancial strategies to help meet their fi nancial objectives They provide comprehensive wealth management strategies a disciplined investment process and clear communication to create a customized fi nancial strategy designed to meet their clientsrsquo fi nancial goals
6125 Sky Pond Drive Suite 100 bull Loveland CO 80538Office 970-776-5501 bull Toll-free 866-749-5423wwwmorganstanleyfacomhemmingsgroup
copy2014 Morgan Stanley Smith Barney LLC Member SIPC
PhilosophyTherersquos no substitute for experience and integrity
Client approachPlanning-based needs-driven
Industry experienceG Bruce Hemmings 34 years
Five Star award winnerG Bruce Hemmings 2012 2014
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Garret T JettYour Wealth Your Future Our Focal Point
Areas of Focus Wealth Management Financial Planning Tax Preparation Risk Mitigation Strategies
Left to right Kathleen Leopold three-year winner Garret Jett Financial Advisor Gregory Dexter Financial Advisor three-year winner Ryan Murphy Financial Advisor
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
bull We aim to steward business with Christian values and beliefs
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 The goal of this system is to provide you with the confi dence needed to navigate through the ldquonew-normal economyrdquo and prepare for the certainty of uncertainty in life We inform our clients on their investment options for the issues that matter most while adhering to our integrity and ethics
10375 Park Meadows Drive Suite 125 bull Lone Tree CO 80124Office 303-222-2612 Ext 2612 bull Toll-free 800-332-9222 Ext 2612
gjettampfcom bull ameripriseadvisorscomgarrettjettInvestors 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 Asset allocation does not assure a profit or protect against loss in declining markets
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Trailhead Wealth Management LLCService Advice Simplicity
Helping Our Clients Pursue Their Desired Quality of Life
Left to right Ryan Holocher Client Associate 2014 winner Greg Stringari PartnerSenior PIM Portfolio Manager Candace Gardner Branch Administrator Sarah Giammaria Marketing Associate Audrey Ingram Operations Manager
2014 winner Bryan Pieper PartnerSenior PIM Portfolio Manager
bull We believe that clientsrsquo interests come before our own and that transparency is keybull Comprehensive wealth management begins with a plan that is reviewed oftenbull The simplest strategy may often be the best to accomplish your goals
Trailhead Wealth Management LLC is a private investment and wealth management fi rm located in Louisville Colorado founded by Bryan Pieper amp Greg Stringari The Trailhead team has set out to create a new standard in the fi nancial services industry focused on high-quality client service knowledgeable
advice from experienced and reliable advisors and simple easy-to-understand plans to help our clients reach their fi nancial goals With 70-plus years of combined experience our services range from investment and portfolio management to college retirement and insurance planning
801 Main Street Suite 300 bull Louisville CO 80027Office 720-625-3300
wwwtrailheadwmcom
Investment products and services are offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Wells Fargo Advisors is the trade name used by two separate registered broker-dealers Wells Fargo Advisors LLC and Wells Fargo Advisors Financial Network LLC Members SIPC non-bank affiliates of Wells Fargo amp Company
Trailhead Wealth Management LLC is a separate entity from WFAFN [CAR 0814-05123]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Bruce G Allen
Making Your Wealth Work for You
Three-year winner Bruce Allen President AIFAreg CIMAreg CPWAregGeneral Securities Principal
bull We build manage protect and transition wealth for our clients
bull Our process starts and fi nishes by listening to you
bull We then provide independent objective unbiased and cost-eff ective solutions
We help clients build manage protect and transition wealth
I created Bruce G Allen Investments LLC to help our clients build manage protect and transition their wealth We take a comprehensive approach to wealth management by touching on the four cornerstones of investments credit and liability
management risk management and estate and trust matters We do all of this so that we can help our clients create a sense of well-being prosperity and peace of mind
370 17th Street Suite 3580 bull Denver CO 80202Office 303-592-5535 bull Fax 303-592-5534
ballennationsfgcom 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
Bruce G Allen Investments LLC
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Jerry L GruberJody Hinsey
A Comprehensive Integrated Disciplined Approach
bull A strategy-fi rst approach
bull Dedicated and unbiased service and advice
bull Building lasting client relationships
Left to right Terri Tillotson Offi ce ManagerExecutive Assistant 2014 winner Jody Hinsey Partner three-year winner Jerry L Gruber Certifi ed Wealth Strategist CLUreg ChFCreg CWS OwnerPartner Mary Ann Perez Marketing Coordinator
We are an independent fi nancial planning fi rm and 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 104Englewood CO 80112
Offi ce 303-290-6113Toll-free 888-290-6117
jgrubergreenbookwmcomjodygreenbookwmcomwwwgreenbookwmcom
Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inc
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCOthree-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the third straight year
4600 South Syracuse Street Suite 1060Denver CO 80237
Offi ce 303-757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Financial Dynamics LLC
Guiding Clients Toward Financial Independence Since 1993
bull Wealth management specialists
bull Risk management specialists
bull Business planning specialists
Left to right Three-year winner Christopher P Bruhl CLUreg ChFCreg CFPreg Wealth Advisor Holly Jones Operations Manager 2014 winner Adam W Hall CFPreg Wealth Advisor
Our goal is to coordinate both investment management and risk management strategies crafting eff ective multidisciplinary fi nancial plans for business owners and those that value fi nancial independence 14143 Denver West Parkway Suite 510
Golden CO 80401
Offi ce 720-445-7294Offi ce 303-942-1717
christopherbruhllplcom myfi nancialdynamicscom
Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Stephanie E Gudka
Comprehensive Financial Services and Asset Management
bull Understanding your goals and fi nancial values
bull Developing strategies tailored to your needs
bull Delivering a high level of personal service
Left to right Coleen Crews CFS Registered Sales Assistant 2014 winner Stephanie E Gudka CFPreg CFS Executive Financial Advisor Laura Saunders CFS Registered Representative
Stephanie Gudka has provided her clients with dedicated unbiased personalized service and advice for more than 20 years Her experience and independence allow her to off er an objective approach to serving all of your asset needs including investments insurance estate and retirement planning Stephanie and her team can help you make informed decisions about your investment strategy and guide you toward reaching your fi nancial goals
Several locations to serve you Thornton Northglenn and Westminster
8851 Harlan StreetWestminster CO 80031
Offi ce 303-487-8466
cfs-sgudkabellcoorg wwwbellcoorgstephanie-gudka
Investment products and services offered through CUSO Financial Services LP (CFS) are not NCUANCUSIF insured are not credit union guaranteed and may lose value
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Ron Zimmermann Financial Advisor Manda Neuman Client Service Associate three-year winner Phil Dispense Financial Advisor Kaitlin Inchauspe Registered Associate two-year winner Gary Peterson Financial Advisor
The philosophy of the Falcon Group is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while seeking to provide our clients with an acceptable rate of return We manage portfolios tactically with the objective of controlling risk and generating returns consistent with the customized goals and objectives of our clients Phil Dispense Five Star award winner 2012 2013 and 2014 Gary Peterson Five Star award winner 2012 and 2013 Ron Zimmermann Five Star award winner 2012 and 2014
370 17th Street Suite 2800 Denver CO 80202
Offi ce 303-572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstance from an independent tax advisor copy2014 Morgan Stanley Smith Barney LLC Member SIPC
McGibbon Asset Management
Customized and Personalized Wealth Management
bull Formulating investment strategies that are comfortable for your risk tolerance
bull Our quality fee-based-only management eff ectively aligns your success avoiding the confl ict of interest that comes from prepackaged investments
Left to right 2014 winner Brent McGibbon CIO Mark Stromberg Independent Sales Director
With a strong market understanding McGibbon Asset Management brings both discipline and structure to your portfolio Your investments stay on track with your long-term strategy We remove the emotion from investing by fi ltering through market information available and advising changes to your portfolio only when they are consistent with your specifi c investing goals Your money will be closely managed in-house using a fundamental value investing strategy
McGibbon Asset Management8400 East Prentice Avenue Suite 1360
Greenwood Village CO 80111
Offi ce 303-757-8623 Cell 303-378-4249
bmcgibbonmcgibbon-assetcom wwwmcgibbon-assetcom
McGibbon Asset Management is an independent advisor that is registered with the State of Colorado
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Three-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Senior Registered Associate
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 27 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 24 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120Boulder CO 80302
Kristy 303-545-1844Noel 303-545-1845
kristytochiharamorganstanleycomwwwmorganstanleyfacomtochiharaculberson
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Cherry Hills Investment Advisors IncHelping You Navigate Your Financial Future
bull Dedicated professionals with decades of experience and training
bull Comprehensive investment management and fi nancial planning advice
bull Serving the Colorado community since 1999
Left to right Seated Chelsey Knight Client Services Manager 2014 winner Kate Scott CFPreg CPA Principal Standing Elisabeth Jacobson Investment Advisor 2014 winners Valerie Antonioli CFPreg Principal and Susie Johnston CFPreg Principal and Founder
Cherry Hills Investment Advisors is a wealth management fi rm that works with individuals families and small businesses to design and implement personalized fi nancial strategies Throughout each lifecycle event we serve as our clientsrsquo fi nancial advocate and provide thoughtful counsel on a wide range of wealth management issues We welcome this opportunity to further introduce our fi rm
8400 East Prentice Avenue Suite 1010Greenwood Village CO 80111
Offi ce 303-703-4560
infochiaplancomwwwchiaplancom
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Drexler Groupof Wells Fargo Advisors
bull Disciplined portfolio risk management
bull Process-driven results
bull Personalized goals-based wealth management strategies
Left to right Frank Djonbalaj Mick Pepper Susie Kaufman 2014 winner Stephen Drexler Je Byers
Our focus at the Drexler Group is to simplify enhance and preserve our clientsrsquo fi nancial well-being We hold ourselves to the highest level of accountability as we work in partnership with our clients helping them reach their fi nancial goalsOur belief is that ldquodiscipline is more important than convictionrdquo when it comes to managing risk
102 South Tejon Street Suite 1000 10th FloorColorado Springs CO 80903
Offi ce 719-636-8000Direct 719-636-8044
stephendrexlerwfadvisorscom wwwthedrexlergroupcom
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02994]
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
Top five questions that wealth managers want clients to answer
From research conducted by Five Star Professional April 2011
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Star
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Professional
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Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce 303-200-1441Cell 719-210-6817toddwarburtonraymondjamescomFrontRangeFinancialConsultingcom
bull Retirement planningbull Custom portfolio managementbull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPCThis award is bestowed by an independent third-party organization not affiliated
with Raymond James
Senior Vice President ndash Investments Branch Manager
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce 303-689-7424Toll-free 800-991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 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
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial 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
Private Wealth AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
Patricia Kummer
8871 Ridgeline Blvd Ste 100Highlands Ranch CO 80129
Offi ce 303-470-1209patkummerfi nancialcomwwwkummerfi nancialcom
bull Creating ethical solutions for 28 years bull Objective personal guidance bull Tailored wealth accumulation strategies
Creating Financial Peace of Mind
KFS is a dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Come experience our full-service personal attention to your specifi c needs We provide fi nancial services education and advice to professionals and families
CERTIFIED FINANCIAL PLANNERtrade
Mark R Paller
68 Inverness Ln E Ste 203Englewood CO 80112
Offi ce 303-858-0045markpallerpallerfi nancialcomwwwPallerFinancialcom
bull Established in 1997 bull Independent and transparent bull Operates under a fi duciary standard
You Are the Only One Who Counts
Paller Financial is dedicated to asking the tough questions of why how and what if By doing so we increase the probability of executing a successful fi nancial plan Our work is designed to manage risk secure appreciation and create regular income Integrated with the proper legal documents the outcome becomes self-evident
CPAPFS CFPreg CLUreg ChFCregcopy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Tom Abboud
6383 S Rifl e StAurora CO 80016
Offi ce 720-252-6004TomAbboudLPLcomVeritasfi nancialplanningcom
bull Truthful honest and upfront on everything bull First priority is your fi nancial success bull Customized fi nancial plans that fi t you
Veritas Noun Latin Meaning Truth
The pursuit of meaningful goals is something we all share Whether yoursquore planning for retirement to fund education for your children or grandchildren or to leave a legacy for the next generation Veritas Financial Planning can help you succeed With an understanding of individual needs and goals we will implement a personalized wealth management plan then monitor and adjust it as necessary to help you achieve those goals
LPL Financial Planner
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
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade professional 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 CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 2013 and 2014
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC This award is bestowed by an independent third-party organization not affiliated with Raymond James
CFPreg CFAreg
Sandon Purcell
Purcell Capital Management 5299 DTC Blvd Ste 210Greenwood Village CO 80111
Offi ce 303-800-3350Toll-free 888-338-4713
sandonpurcellwfafi netcomwwwpurcellcapitalcom
bull More than 60 years of combined experiencebull Multigenerational servicesbull Dividend-oriented income strategies
A Team Approach to Assist
It is our mission to always be committed to our core values of client service integrity and honest advice Because we have the support of a large fi rm such as Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone we believe we are able to off er our clients the very best possible experience Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate of
Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0814-05500 ]
Branch Manager
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80209Phone 303-331-6434elizabethovoyafacom wwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
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 makes 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 o ered through Voya Financial Advisors Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by Voya Financial Advisors
Financial Advisor MBA University of Colorado
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Star
Professional
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Professional
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Professional
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Professional
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Professional
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Professional
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Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone 303-792-7340 Ext 2Direct 720-209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
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 CERTIFIED FINANCIAL PLANNERtrade 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 Five Star Wealth Manager 2012 2013 and 2014 Securities o ered through Raymond James Financial Services Inc Member FINRASIPC This award
is bestowed by an independent third-party organization not a liated with Raymond James
CFPreg MBA
Mark Sindrich
1490 S Pearl StDenver CO 80210
Offi ce 303-744-8899Toll-free 800-825-8259infosindrichcomwwwsindrichcom
bull Clarity confi dence consensus accountabilitybull Answers to the what-ifs that keep you up at nightbull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions that are clear and simple to each of our clientsrsquo unique fi nancial needs We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be o ered through NFP Advisor Services LLC Member FINRASIPC NFP Advisor Services LLC is not a liated with Sindrich amp Associates
CERTIFIED FINANCIAL PLANNERtrade
Dennis A Leonida
Raymond James Financial Services Inc 8400 E Prentice Ave Ste 1100Greenwood Village CO 80111
Offi ce 303-629-7500Toll-free 800-268-2689
dennisleonidaraymondjamescom
wwwraymondjamescomcfg
bull Comprehensive fi nancial planning bull Business continuity planning bull Employee benefi ts planning
Personalized Financial Planning
Our mission is to create an innovative client experience Through our tireless client service and industry-leading research we focus on assisting our clients in not only defi ning their fi nancial goals but more importantly developing a plan to achieve them
Securities offered through Raymond James Financial Services Inc Member FINRASIPCThis award is bestowed by an independent third-party organization not affiliated with
Raymond James
ChFCreg CLUreg
Jeffrey T Huff
6400 S Fiddlerrsquos Green Cir Ste 1840Greenwood Village CO 80111Offi ce 720-963-6120Cell 303-888-5511jeff reyhuff wfafi netcom
bull Highly personalized service and advice bull Customized portfolio management bull Retirement income and risk management
Professional Advice With Integrity
For over 26 years Jeff has provided his clients with customized comprehensive wealth management strategies and unbiased advice Talk to us if you seek a rich honest dialogue about your individual investment goals and challenges
Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate
of Wells Fargo amp Company Redpoint Capital Management is a separate entity from WFAFN [CAR 0914-02327]
President Branch Manager
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Star
Professional
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Star
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Star
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Professional
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Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
23596 Currant DrGolden CO 80401Phone 303-384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
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
CFPreg President LPL Registered Principal
CastleMountain Financial Services Inc
3200 Cherry Creek S DrSte 480Denver CO 80209Phone 303-733-4305lonnyobermeyerassetcomwwwobermeyerassetcom
Laurence J Kandel
I would like to thank our wonderful clients for their continued loyalty
Rankings andor recognition by una liated rating services andor publications should not be construed by a client or prospective client as a guarantee that heshe will experience a certain level of
results if Obermeyer is engaged or continues to be engaged to provide investment advisory services nor should it be construed
as a current or past endorsement of Obermeyer by any of its clients A copy of Obermeyerrsquos current written disclosure statement discussing its advisory services and fees is available upon request
Vice President Investments and Client Advisory
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office 720-836-4534
David W Moritz
I work one-on-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
Financial Advisor CFPreg
2229 S Joliet Way Aurora CO 80014 Direct 303-306-6639 katiecollinslplcom wwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 30 years of experience mdash Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
4419 Orofino CtCastle Rock CO 80108Office 303-663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
An Ameriprise Platinum Financial Servicesreg practice I help my clients plan for their dreams through a comprehensive financial planning approach and long-term investment 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
Financial Advisor CFPreg CLUreg
7665 E Windford StParker CO 80134Office 303-805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams works with high-net-worth individuals family offices and business owners to build sophisticated investment portfolios containing stocks bonds and other asset c lasses that emulate the endowment-style investing employed by large institutional investors
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Myers Financial Limited650 S Cherry St Ste 1250Denver CO 80246Office 303-393-0340Cell 303-319-1752lesliemyerslplcomwwwlplcomlesliemyers
Leslie A Myers
Leslie Myers treats her clients as partners in the investment and management of their assets Her personal touch which focuses on the individual as well as the family needs and wants has enabled her to generate new clients while maintaining a loyal clientele for many years
Securities o ered through LPL Financial Member FINRA SIPC
CFPreg MBA CLUreg ChFCreg LPL Financial Planner
13976 W Bowles Ave Ste 200Littleton CO 80127Office 720-962-6700Cell 303-808-4767wwwwamboltandassoccom
Greg Wambolt
Truth is wealth wonrsquot manage itself Reaching your goals takes a team dedicated to you mdashnot to their firm Our process is proven to identify planning gaps reduce complexity and deliver the best rate of return possible Itrsquos why successful people call on us to grow and protect their wealth Greg ldquoFinish Strongrdquo Wambolt is a f ly fisherman and a sport clay shooter
CFPreg CLUreg ChFCreg
If yoursquore in this business for money
alone you will never make it You have to
genuinely want to make a difference in your
clientsrsquo lives
mdash Five Star award winner
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Professional
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Professional
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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1801 13th St Ste 200Boulder CO 80302Office 303-541-2047michaeljoakeswellsfargocom
Mike Oakes
For nearly a decade Mike has helped clients implement investment strategies and feel confident in their financial decisions Contact Mike Oakes for a consultation
Wells Fargo Advisors LLC Member SIPC is a registered broker-dealer and a separate non-bank a liate of Wells Fargo amp Company
[CAR 0814-03128]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor
5610 Ward Rd Bldg 100 Ste 110Arvada CO 80002Office 303-393-2456tedswensonlplcomswensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
Denver CO 80202Office 720-399-5555Cell 720-495-1317DerekETriumphCapitalManagementcomTriumphCapitalManagementcom
Derek N Eichenwald
Mr Eichenwald assists clients of Triumph Capital LLC on their l ifetime financial and strategic goals through sound asset management risk planning retirement planning and advanced estate planning techniques
1610 Wynkoop Street Suite 550 Denver CO 80202Securities o ered through JP Turner amp Company LLC (Member SIPC) JP Turner amp Company LLC is not a liated with Triumph Capital LLC
JPT090914-1519
CEO and Senior Investment Executive
8751 E Hampden Ave Ste B-10Denver CO 80231Phone 303-243-5722jimmyhassonlplcomwwwhassonfinancialscom
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 investment advisory retirement planning and education planning
Securities o ered through LPL Financial Member FINRASIPC
CERTIFIED FINANCIAL PLANNERtrade
4430 Arapahoe AveBoulder CO 80303Office 303-444-9300leecoloradocapcomwwwcoloradocapcom
Lee Strongwater
Integrity Quality Results
At Colorado Capital Management we seek to understand the purpose money serves for you before we put it to use We do this by listening and understanding what is most important and then by designing a prudent plan for you to achieve your cherished goals
Financial Advisor
5251 DTC Pkwy Ste 1500Greenwood Village CO 80111Office 303-925-9648michaeljhoodmorganstanleycommorganstanleyfacomhood
Michael J Hood
As your financial advisor I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve 2014 Five Star award winner
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP
(with ame design) in the US copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President CFPreg
7979 E Tufts Ave Ste 715Denver CO 80237Direct 303-689-7480nicolemayampfcomameripriseadvisorscomnicolemay
Nicole May
What are your dreams and goals for retirement I am passionate about working with my clients and want them to experience financial confidence now and in retirement It starts with a conversation discussing cash reserves debt management investments and taxes
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
Financial Advisor CERTIFIED FINANCIAL PLANNERtrade professional
7979 E Tufts Ave Ste 715Denver CO 80237Phone 303-689-7448raeyanexfarrellampfcomameripriseadvisorscomraeyanexfarrell
Raeyane Farrell
Whether itrsquos a long way off fast approaching or already a reality you have dreams and goals for your retirement I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs
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
MBA Financial Advisor
Wells Fargo Advisors LLC3200 Cherry Creek S Dr Ste 100Denver CO 80209Phone 303-248-0842Toll-free 800-777-1401DonnaBoenderWFAdvisorscom
Donna M Boender
Donna Boender CERTIFIED FINANCIAL PLANNERtrade 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 Visit wwwWFAdvisorscomdonnaboender
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02380 91514]
Senior Vice President ndash Investment Officer
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Star
Professional
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Professional
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Professional
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Professional
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SPECIAL ADVERTISING SECTION
2014 Fiv
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ealth M
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Award winners listed by primary services and listed alphabetically by last name
Business PlanningMark Goodside Retirement
Solutions of Colorado
William E Roberts AUCTORIS
Bernard Taillon Triad Financial Group
Kerry Linn Walker Business Owner Solutions
Estate PlanningRichard H Hartmann AUCTORIS
Reid M Johnson MBA Wealth Management
Financial PlanningChad Aaberg Thrivent Financial
Thomas Abboud Veritas Financial Planning Page 16
Chad Michael Alevras Gregory amp Associates
Vasil W Allabashi Wealth Strategies Group Page 4
Gregory Robert Anderson GRAnderson Wealth Management Group
Valerie Antonioli Cherry Hills Investment Advisors Page 13
Nathan M Archuleta Summit Wealth Group
Craig Arfsten Prosperion Financial Advisors
Terri Ashton Townsend Retirement Specialists
Colleen Askew Knopinski amp Fauver Financial Advisors
Mark Autterson Win Advisor
Stephen Baker Ameriprise Financial Services Inc
Ali Barghelame Barghelame Wealth Advisors
Linda R Barker Ethos Financial PartnersAmeriprise Financial Services Inc
John T Barry Barry Financial Services
Jeffrey Bartleson Ameriprise Financial Services Inc
Bob Bastiaans Ameriprise Financial Services Inc Page 15
Dana Bath Aveo Capital
Tom Baumler Asset One
Richard Bellmar Bellmar Family Financial
Benjamin Wills Bender Raymond James
John R Bennett First Command Financial Planning
A Raymond Benton Benton amp Company
Amy Berk Ameriprise Financial Services Inc
David Billingslea Ameriprise Financial Services Inc
Matthew R Blake My Portfolio Guide
Mitchell Lewis Bloom Bloom Financial
Thomas Boh Robert W Baird amp Company
Steve Booren Prosperion Financial Advisors
Kean Boucher Boucher Wealth Management Group Page 5
Paula Boyka Raymond James
Carol Rogers Breglio Ameriprise Financial Services Inc
Michael J Broker Trilogy Financial Services
Mark R Brown Brown amp Tedstrom
Michael V Brown Morgan Stanley
JA Tyler Browning II The Browning Group II
James Roland Brubaker Exit amp Retirement Strategies
Stephen Brubaker Exit amp Retirement Strategies
Christopher P Bruhl LPL Financial Page 11
Stephanie Bruno SBWA
Matthew Carpinelli AFC Wealth Management Group
Madison Anne Carter Morgan Stanley
Karlton D Childress Sharkey Howes amp Javer
Loretta Chiofolo Ameriprise Financial Services Inc
Michael Cohen Lincoln Financial Advisors
Michael Anthony Coleman Ameriprise Financial Services Inc
Richard P Costner G5 Financial Group
Seth Davis RMB Capital
LeeAnn Day LPL Financial
Jordan Dechtman Jordan Dechtman Wealth Management
Louis M DeNiro Ameriprise Financial Services Inc
John Diak Oatley amp Diak
Christopher James Dietz Morgan Stanley
Jeffrey Donahue Donaco Financial Services
Kathleen Drake Ameriprise Financial Services Inc
Pamela Dumonceau Asset One
Robert Eberhardt AampI Financial Services
Mike Edwards Morgan Stanley
Deborah Eggleston The Partners Group
Derek Nathan Eichenwald Triumph Capital Management Page 19
Bret A Elliott Elliott Financial
Daniel D Ellis US Bancorp
Chad Ernzen The Mutual Fund Store
Jason Evans New England Securities
John Wayne Farlow Financial Abundance
Raeyane Farrell Ameriprise Financial Services Inc Page 19
Alexander N Feick Paragon Capital Management
Lawrence Finch G5 Financial Group Page 3
David Findlow Charles Schwab amp Company
Nelisha Firestone Firestone Financial Group
Keith Ryan Fisher Financial Designs
Andrew Flanscha Thrivent Financial
Tamara Fontenot Ameriprise Financial Services Inc
Scott Forsyth G5 Financial Group Page 3
Elyse D Foster Harbor Financial Group
Karl Frank AampI Financial Services
Kimberly Gieseler LPL Financial
James Graham IV Lincoln Financial Advisors
Gerald A Graham Sr The Timberline Group
Kathryn Greene UMB Private Wealth Management
Janet Greiner American Zang Investment Council
Aaron Grey Denver Money Manager
Robert Edmund Grey Denver Money Manager
Whitney Winslow Grimm Summit Wealth ManagementAmeriprise Financial Services Inc
Jerry L Gruber Greenbook Wealth Management Page 10
Stephanie Gudka CUSO Page 11
Eustis Habighorst Public Service Credit Union
Mimi N Hackley Sharkey Howes amp Javer
Adam Watson Hall LPL Financial Page 11
Lowell Hansen Schaefer Financial Management
Chad Michael Harmon AampI Financial Services
Michael J Harrington Morgan Stanley
Roger Harris R Kent Harris amp Associates
Jimmy Hasson Hasson Financial Page 19
Scott M Hauser Ameriprise Financial Services Inc
Ross Haycock Summit Wealth Group
G Bruce Hemmings Morgan Stanley Page 6
Stephanie Herdahl Lincoln Financial Advisors
Debra K Herrington Vision Financial Services
Jennifer Hilts First Command Financial Planning
Jody Hinsey Greenbook Wealth Management Page 10
Robert Hochstadt GHP Investment Advisors
Robert L Holland Jr Life Transition Planners
Kevin D Hollis First Command Financial Planning
Guy Wesley Holman TCI Wealth Advisors
Gregory Horstman Prosperion Financial Advisors
Brett Howard Cherry Street Partners
Lawrence E Howes Sharkey Howes amp Javer
Andrew C Inman Peoples Investment Professionals
Phil Jacobson Synergy Financial Partners
Joseph Janiczek Janiczek amp Company
Patrick Janssen Ameriprise Financial Services Inc
Joel B Javer Sharkey Howes amp Javer
Karen Jessey Wealth Strategies Group Page 4
Debra Marie Johnson Life Transition Planners
Susan Elizabeth Johnston Cherry Hills Investment Advisors Page 13
Marvin Kark MZ Kark and Associates
David Keller Wealth Strategies Group Page 4
Shawn Kelly Townsend Retirement Specialists
Gary Wayne Keyfauver Raymond James
Zachary Kibby Thrivent Financial
Harold W Kirschner Sharkey Howes amp Javer
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
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Award winners listed by primary services and listed alphabetically by last name
Cain Kobert Rocky Mountain Wealth Management
Larry N Koenigsberg Raymond James
Patricia Kummer Kummer Financial Strategies Page 15
Paul Lambert Cherry Street Partners
Bruce Larsen Presidential Brokerage
David Lawyer First Command Financial Planning
Chad Leigh Exit amp Retirement Strategies
Dennis A Leonida Raymond James Page 17
Mark Levine US Bancorp Investments
Richard Jason Levine Synergy Financial Partners
Michael Lincoln Lincoln Financial Services
David Loos Charles Schwab amp Company
Ronald C Lottridge Catalyst Financial Strategies
Josh David Lozow Transitions Wealth Management
Tad Michael Lyle Planning Resources
Kimberly Kaye Maez Ameriprise Financial Services Inc
Adam Makkai Makkai Capital Management
Joel Thomas Martin Denver Money Manager
Quinn A Martinez Clear Creek Investment Services
Marla Mason Presidential Brokerage
Nicole May Ameriprise Financial Services Inc Page 19
Cris Robert McBride NFP Securities
Jason Scott McBride Presidential Brokerage
Angel B McCall Lifetime Financial Strategies
Chad McDonnell Denver Investments
Dennis Means LPL Financial
Dot Mechtenberg Dot Mechtenberg
Terry Melonakis Melonakis Financial
Dita Merritt Ameriprise Financial Services Inc
Harve P Meslin Safe Harbor Financial Group
Ann Marie Milinazzo Hadad-Milinazzo Financial Group
Matthew Stephen Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Shawn Moore Morgan Stanley
J Cameron Morgan AampI Financial Services
David Moritz Ameriprise Financial Services Inc Page 18
C Randal Morris Summit Wealth Group
Jesse Morris Summit Wealth Group
David Morrison Prosperion Financial Advisors
Angela Mueting Thrivent Financial
Ryan S Murphy Ameriprise Financial Services Inc Page 7
Jay A Murray RM Infinity Advisors and Solutions for Tuition
Steve R Musick Destiny Capital
Leslie Myers LPL Financial Page 18
Thomas Nazzaro American Portfolios
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Josh Nelson Keystone Financial Services
Neil Norman Nichols Intentional Wealth
Amy Noel LPL Financial
Brad Noland Wagner Wealth Management
Patrick Nolen Nolen Western
William Norris Robert W Baird amp Company
Daniel Noven Noven Financial Group
Elizabeth OrsquoDonnell OrsquoDonnell Wealth Management Page 16
Daniel OrsquoLeary Quintus Financial Services
Sean OrsquoNeill Raymond James
Karen Ogard Robert W Baird amp Company
Dominick Paoloni SMG Partners
Charles Gregory Parr Ameriprise Financial Services Inc
Jeffrey Payne Aspen Wealth Management
Russell Petrin Morgan Stanley
Mary Lee Pierce Ameriprise Financial Services Inc Page 18
Sybil Praski Prosperion Financial Advisors
Christine Raines Azimuth Wealth Management
Jerry R Reiff Morgan Stanley
James A Reinig Reinig amp Associates
David Repka Creative Financial Solutions
Keith Robinson Morgan Stanley
Heather Kristin Roentz Merrill Lynch
Carole L Rominger Full Circle Wealth Management
Eric Rosel Morgan Stanley
Kevin W Ruebesam Thrivent Financial
Karen K Salvatore Shine Investment Advisory Services
Greg Schowe LotusGroup Advisors
Daniel B Schultz Ameriprise Financial Services Inc
Gregory Phillip Seal Seal Financial Services Page 2
Kara Sekavec LPL Financial
Eileen M Sharkey Sharkey Howes amp Javer
Michael Sherman Crestone Capital Advisors
Judith Shine Shine Investment Advisory Services
Andrea Shortino Ameriprise Financial Services Inc
Gary Brian Sidder Life Transition Planners
R Brady Siegrist Janiczek amp Company
Michael G Simmons Transitions Wealth Management
Mark Sindrich Sindrich amp Associates Page 17
Mark Smith MJ Smith and Associates
Mark Andrew Solinski First Allied Securities
Paul Staib Staib Financial Planning
Keith Stechmesser Thrivent Financial
Kelly Stecklein Capital Evolution Group
Stephen L Stribling Morgan Stanley
Kevin Patrick Sullivan Sullivan amp Associates
Marilynne Tarrall NewWest Advisors
Matthew H Tepoorten Charles Schwab amp Company
Mark E Thomas Townsend Retirement Specialists
Kris Tower American Portfolios
Deborah A Towers Towers Wealth Management
Jeff Townsend Townsend Retirement Specialists
Jennifer Trembley Ethos Financial PartnersAmeriprise Financial Services Inc
Scott Tremlett Charles Schwab amp Company
Laura Uchida Invest Financial
James Urbonas Ascent Financial Advisors
Maria Dolores Vargas LPL Financial
Jack Venable Ethos Financial PartnersAmeriprise Financial Services Inc
Gary Wagner Wagner Wealth Management
Rhonda Wagner Ameriprise Financial Services Inc
Carole Wagner-Grauer MetLife
Cortney Walker GW Wealth Management
Damian Walsh Ameriprise Financial Services Inc
Nathan Wangerin Thrivent Financial
Sterling Warburton Raymond James Page 15
Kenneth P Warner Ameriprise Financial Services Inc
Timothy Waters Triumph Capital Management
Rick Watson The Milestone Group
Marilyn S Weaver Presidential Brokerage
Charles Matthew Wernig The Browning Group II
Janet White Shine Investment Advisory Services
Zoe Whitmore Ameriprise Financial Services Inc
Brenda E Wille-Cope First Financial Strategies
Brian Williams GampW Wealth Management
Craig E Williams Williams Investment Network Page 18
Bart Writer Wealth Concepts
Charlene Zahn-Busch Zahn Financial Services
Ron Zimmermann Morgan Stanley Page 12
Diane Zing Trilogy Financial Services
InsuranceMark D Arlen Lincoln Financial
Advisors
Henry Geyelin Carpenter Ameriprise Financial Services Inc
Michael Edwards COPIC Financial Services
Matthew Grant Gehring Summit Wealth ManagementAmeriprise Financial Services Inc
InvestmentsKenneth Acampora Durable Wealth
Management
Patrick Adams PVG Asset Management
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
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wfivestarprofessionalcom
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Award winners listed by primary services and listed alphabetically by last name
Bruce G Allen Bruce G Allen Investments Page 9
Candace Lee Allen Wells Fargo Advisors LLC
Philip Sheridan Almon Wells Fargo Advisors LLC
David Anderson Triad Financial Group
Douglas Maurice Applegate Edward Jones
John Arnold Wells Fargo Advisors LLC
Willis Ashby Integra Financial
Daniel L Austin Thrivent Financial
Stephen Avis Wells Fargo Advisors LLC
Hugh C Bandy Edward Jones
Gordon Bauer LPL Financial
Andy Beasley The Milestone Group
Brad Bickham Sargent Bickham Lagudis
Donald Billings Charles Schwab amp Company
Kenneth Blair Edward Jones
Patrick A Bloomfield Wells Fargo Advisors Financial Network LLC
Donna M Boender Wells Fargo Advisors LLC Page 19
Brian Boudreau Edward Jones
Sara D Boyd CoBiz Wealth
Jeffery Wayne Bruce Edward Jones
Barry C Bruner Wedbush Securities
Keith Bryant RBC Wealth Management
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
James Callahan Janiczek amp Company
William I Callender Lincoln Financial Advisors
Robert M Campbell Wells Fargo Advisors LLC
John Carnes Edward Jones
Mark William Christofferson Wells Fargo Advisors LLC
John Claxton Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 18
William H Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
Travis Cook Travis CookAvant Garde Advisors
David Arthur Cooper Edward Jones
Tony Coppola The Milestone Group
John R Cormey CoBiz Wealth
James Bryan Cornehlsen Capstone Investment Financial Group
Jonathan D Cox Morgan Stanley
Jordan Curry Morgan Stanley
Patty Delucas Wells Fargo Advisors LLC
Warren Greg Denewiler Denewiler Capital Management
Neil P Dermody Wells Fargo Advisors LLC
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Edward Dickey INS Capital Management
Angus Elder Dillon Wells Fargo Advisors LLC
Robin A Dillon Wells Fargo Advisors LLC
Phil Dispense Morgan Stanley Page 12
Matthew Dolan Edward Jones
Neil Draxler Edward Jones
Greyson Drexel Wells Fargo Advisors LLC
Stephen Drexler Wells Fargo Advisors LLC Page 14
Steve Durman Wells Fargo Advisors LLC
Todd A Dussex LPL Financial
Melissa Dyer Raymond James Page 17
David Huber Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC
Steven Ehrman LPL Financial
Geoff Eliason Peak Capital Management
Steve Ellis Colorado Capital Management
Trevor J Emery ACM Wealth Solutions
Galina Y Esterby Morgan Stanley
Nanette Fahrenbruch Edward Jones
Robert Farris Wells Fargo Advisors LLC
Richard Fishel The Fishel Group
Gustin D Fox-Smith Fox-Smith Wealth Management
Kirk Aaron Freedle Innovative Financial Partners
Brian Friedman GHP Investment Advisors
Mark Frohlich Wells Fargo Advisors LLC
Marc Gaudreault Western Wealth Advisors
Geoffrey Todd Gervasini Wakefield Asset Management
Bob Gibson Edward Jones
David Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Jason Kessler Gocke Edward Jones
Kevin James Goldin Morgan Stanley
Stephen Gordon Cornerstone Asset Management
Mark Griffin Wells Fargo Advisors LLC
Elbert Clark Griggs Griggs Wealth Management
Randy R Grose Cherry Creek Retirement Advisors
Edgar George Aaron Gumbiner Marathon Investment Management
Robert Guthrie Merrill Lynch
Melanie Hanby Asset One
Beth Haney Edward Jones
David Hansen Meridian Wealth Management
Guy Harris Edward Jones
Theodore Harris The Milestone Group
Robert L Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley
Tara Hefty-Hume Peak Asset Management
Katherine Heidtbrink Wells Fargo Advisors LLC
Lynn Zickefoose Hendricks Hendricks Financial Services
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Philip Holbert Robert W Baird amp Company
Michael J Hood Morgan Stanley Page 19
Jeffrey Huff Redpoint Capital Management Page 17
Kyle Hurt Lifetime Capital Management
Jeffrey Hutcheson Edward Jones
Eric Jasper Edward Jones
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 7
Nicholas Ryan Jones Morgan Stanley
Steven T Jones Tenacity Investment Group
Robert Hunter Junge Hunter Retirement amp Wealth Management
Linda S Kalat Morgan Stanley
Laurence J Kandel Obermeyer Asset Management Company Page 18
Brandon Kane Wells Fargo Advisors LLC
Craig Lee Kinnunen Janiczek amp Company
Eric Koeplin The Milestone Group
Leon Koob Wells Fargo Advisors LLC
H Scott Koplar Ameriprise Financial Services Inc
Joseph Kozmata Raymond James Page 16
David Kraatz Morgan Stanley
Bradley Kreidle Mainline West
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Porter Landreth Asset One
Leasha K Larsen Edward Jones
Brian C Larson Edward Jones
Daniel Kit Lassen Ameriprise Financial Services Inc
Lori Taylor Lawrence Western Equity Group
Timothy Lawrence Millennium Portfolio Advisors
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
Mark Liley Wells Fargo Advisors LLC
Christopher Long Ameriprise Financial Services Inc
Brad A Lundberg Edward Jones
Bruce Lutz MetLife
Andy Lyford Charlton Investment Services
Christopher Ryan Lynett Wells Fargo Advisors LLC
Tupper MacDowell Robert W Baird amp Company
Leslie A MacGuire LPL Financial
Peter Noel MacMillan Edward Jones
Gary Mangelsdorf LPL Financial
Ted J Manzanares MetLife
Keith O Marks Openheimer amp Company
Raphael Andre Martorello LotusGroup Advisors
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Star
Professional
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Star
Professional
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Star
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Star
Professional
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Star
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Star
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Star
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Star
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Star
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
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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
Award winners listed by primary services and listed alphabetically by last name
Tanya Rebekah Mathews Meridian Wealth Management
Roger D Maurer Maurer amp Associates Page 10
John McCorvie Peak Asset Management
Colin Michael McCoy CGC Financial
Janet L McCoy Seal Financial Services Page 2
Michael McDonald LPL Financial
Richard C McDowell LPL Financial
Brent McGibbon McGibbon Asset Management Page 12
David W Mckinlay David W Mckinlay ChFC
Patricia Anne McNamara Cherry Creek Investment Advisors
Brandy Shera Merriam Ameriprise Financial Services Inc
Craig Louis Miller Morgan Stanley
Lauretta C Moell Wells Fargo Advisors LLC
Rebecca Moreland Robert W Baird amp Company
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management
John P Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Jesse Brooks Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Thomas V OrsquoDonnell Ameriprise Financial Services Inc
Adam OrsquoHair Edward Jones
Mike Oakes Wells Fargo Advisors LLC Page 19
James M Olson Morgan Stanley
David L Overton Halbert Hargrove Global Advisors
Jay Oyer Merrill Lynch
Mark Paller Paller Financial Services Page 15
Daniel Palm Robert W Baird amp Company
Michael Arris Pappas LPL Financial
Christopher Parsons Wells Fargo Advisors LLC
David C Partheymuller The Normandy Group
Edward William Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Craig Perkins CDP Financial
Roy Persky LPL Financial
Kirk R Peterson Peterson Financial Services
Bryan Pieper Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Victoria Lynne Pinder VP Financial Options
Patrick Eugene Pogue Edward Jones
Gary Poling Raymond James
Brent Powell GWN Securities
Mitchell Powers Investment Security Group
Julie F Pribble CoBiz Wealth
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 16
Walter John Rasmussen Morgan Stanley
Natalie Robbins Edward Jones
Bret Allen Roberts Morgan Stanley
Richard Rust Investment Security Group
Richard Sage LPL Financial
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Catherine Stahl Scheuber LPL Financial
Shelley Schlossberg CastleMountain Financial Page 18
Stacia Schmalzer MetLife
Max Scholfield Scholfield Wealth Management
David Schreiber Edward Jones
Kathleen Scott Cherry Hills Investment Advisors Page 13
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones
Steven Setchfield Setchfield Associates
Andleib Seth LotusGroup Advisors
Lesley Shiffrin NTB Advisors
David Burns Siebert First Financial Equity Corporation
Scott W Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Timothy Soderquist Morgan Stanley
Ann Foster Sparks Wells Fargo Advisors LLC
Eric J Srodulski Edward Jones
Richard Alan Stonger Merrill Lynch
William Stordahl Stordahl Capital ManagementWells Fargo Financial Network LLC
Jeffrey R Stotler Edward Jones
Paul Stratton Edward Jones
Adam Jason Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Greg Stringari Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Lee Strongwater Colorado Capital Management Page 19
Peter Lee Swanson Edward Jones
Theodore Swenson LPL Financial Page 19
Jeffrey Swingle Edward Jones
Eric Swope Ameriprise Financial Services Inc
Hony Mahone Tarrall NewWest Advisors
Scott Taylor Value Financial Advisers
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Betsy Thorpe Wells Fargo Advisors LLC
Dustin Tidwell Latitude Financial Group
Herman Tiemens II Wells Fargo Advisors LLC
Kristy Tochihara Morgan Stanley Page 13
Richard Todd Innovest Portfolio Solutions
Vernon Lee Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
Charles Turner The Mutual Fund Store
Martha Turner Edward Jones
David Twibell Custom Portfolio Group
Vincent William Valentine First Financial Strategies
Carin Wagner GHP Investment Advisors
Victor M Walker Wells Fargo Advisors LLC
Chester Wallace Quintus Financial Services
Greg Wambolt Wambolt amp Associates Page 18
Jeff J Warren Wells Fargo Advisors LLC
Robert Webster Webster Investment Advisors
Richard E Weintraub Meridian Wealth Management
Ward Welles Wells Fargo Advisors LLC
Noel Todd Wickwar Morgan Stanley
Chad A Williams Aveo Capital
Don K Williams WMS Financial Group
TH Williams Wells Fargo Advisors LLC
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Matthew Edward Winter Wells Fargo Advisors LLC
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Todd Warren Young Edward Jones
Michael G Zahler Wells Fargo Advisors LLC
Steven Zahorik Wells Fargo Advisors LLC
Curtis A Zeigler Capital Management Group
Jonathan Zeschin Essential Investment Partners
Matthew Ziereis Wells Fargo Advisors LLC
TaxationBruce Bendell Transitions Wealth
Management
Alan Piehl Alan R Piehl CPA
Trust ServicesRichard W Phillips Wells Fargo
Advisors LLC
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star A
ccou
ntin
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Five Star Accounting and Estate Planning ProfessionalsHow do you find an accounting or estate planning professional with experience who has a good base of cl ients 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
accounting and estate planning professionals who satisfy 10 objective eligibility and e v a l u a t i o n c r i t e r i a A m o n g m a n y distinguishing attributes the average one-year client retention rate for this yearrsquos award-winning certified public accountants is more than 96 percent Meanwhile our winning estate planning attorneys clock an average of 78 percent of their hours as billable
The 2014 Five Star Certified Public Accountants and Estate Planning Attorneys are a select group representing less than 1 percent of the certified public accountants and 3 percent of the estate planning attorneys in the Denver area
Although this list is a useful tool for anyone looking for help with accounting or managing their estate it should not be considered exhaustive Undoubtedly there are many excellent accounting and estate planning professionals who for one reason or another are not on this yearrsquos list Self-nominations for this award are not accepted Denver award candidates were identified using internal and external research data
AWARDA Select
Award candidates who satisfied the following objective eligibility and evaluation criteria were named 2014 Five Star Certified Public Accountants or Estate Planning AttorneysOF AWARD WINNERS
Determination
Regulatory ReviewAs defined by Five Star Professional the accounting or estate planning professional 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 candidate Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists
bull Each candidate who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed abovebull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a potential winnerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use taxation or estate planning services in order to provide consumers the
opportunity to submit complaints regarding a potential winner
Eligibility Criteria ndash Required1 Credentialed licensed attorney 2 Actively employed as a credentialed professional in
the estate planning services industry for a minimum of five years
3 Favorable regulatory and complaint history review 4 A minimum of 50 percent of practice focus on estate
planning services 5 Accepting new clients
Evaluation Criteria ndash Considered 6 Number of transactions in last 12 months 7 Number of client households served 8 Industry and board certifications 9 Education and professional designations 10 Pro bono activities
Estate Planning AttorneysEligibility Criteria ndash Required 1 Credentialed Certified Public Accountant (CPA)2 Actively employed as a credentialed professional in
the accounting services industry for a minimum of five years
3 Favorable regulatory and complaint history review4 Accepting new clients5 Spend more than 50 percent of their time on taxation
or other accounting services
Evaluation Criteria ndash Considered6 One-year client retention rate7 Five-year client retention rate8 Number of clients served9 One-year billing realization rate10 Educat ion and profess ional des ignat ions
certifications
Certified Public Accountants
2014 Denver
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Star
Professional
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Star
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Star
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Star
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Star
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Star
Professional
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Star
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
FSbull25
2014 Fiv
e Star A
ccou
ntin
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d E
state Plan
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Daniel C Doherty
357 Main StLongmont CO 80501
Phone 303-532-2880Fax 303-532-2990dandanieldohertylawcomwwwdanieldohertylawcom
bull Estate planning taxation wills and trusts bull Estate probate and trust administration bull Business formation and succession planning
How Might We Be of Service to You
Never has a client asked that their estate or business planning be complicated diffi cult to understand or costly Everyone wants to keep it simple Unfortunately onersquos circumstances may require us to shift further up the continuum of complexity to resolve the challenge I strive to communicate with my clients in plain English to enable them to fully understand the pros and cons of the options available and the planning I propose
Juris DoctorateMaster of Laws of Taxation
Mira Fineacute
1999 Broadway Ste 4000Denver CO 80202
Offi ce 303-298-9600mfi neheincpacomwwwheincpacom
bull Service rooted in integrity listening and respectbull Technical knowledge to achieve identifi ed goals bull Independent thinking to provide objective advice
Connecting With Clients to Reach Their Goal
Mira has the ability to connect with clients and maintain open and constant communication to help drive decisions Using a solutions-based approach ideas and thoughts are shared in a collaborative environment with the focus on what is best for the client Mira believes various perspectives and points of view are important in achieving the best outcome which ultimately leads to prosperous and satisfi ed clients
Partner National Director of Tax Services
Ryan Senger
6000 Greenwood Plz Blvd Ste 125Greenwood Village CO 80111
Direct 303-488-7575Offi ce 303-488-7570RyanBorchardtSengercomwwwBorchardtSengercom
bull Comprehensive tax compliance servicesbull Intelligent tax planning strategiesbull Expert support for high-net-worth clients
Level of Service You Deserve
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 15 years of public accounting experience He has extensive experience working with partnerships S corporations and individuals Our fi rmrsquos focus is to provide accurate and timely advice to assist our clients in making informed business and personal tax decisions
Partner CPA MT
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Star
Professional
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Star
Professional
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Star
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Star
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Star
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Star
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Star
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Star
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Star
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Star
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SPECIAL ADVERTISING SECTION
FSbull26
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
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Success requires
patience discipline
and diligence
mdash Five Star award winner
Award winners listed by primary services and listed alphabetically by last name
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
AccountingMarilyn Burnside Marilyn R
Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey and Company Professional Corporation
Mona Feeley WhippleWood CPAs
Mira Fineacute Hein amp Associates Page 25
Brenda A French Brenda A French CPA
Lenae Jackson May Jackson Hendrick
Gary Jacobs Gary A Jacobs and Associates
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Eric Lake Holben Hay Lake Balzer CPAs
Daniel Noven Noven amp Associates
Alan Piehl Alan R Piehl CPA
William Rooney Crowe Horwath
Ken Saliman Smith Brook Bolshoun amp Company
Mark L Sanders Mark L Sanders CPA
Michael V Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates Page 25
Joey Simon Smith Brook Bolshoun amp Company
Ernest Villany Boulder Valley CPAs
Donna J Ward Ward amp Associates CPAs
Richard Whipple WhippleWood CPAs
Gregory Zick Zick Business Advisors
Estate PlanningMichael Bland Bryan Cave
James W Buchanan III Buchanan amp Stouffer
Nancy R Crow Pendleton Wilson Hennessey amp Crow
Frank J Danzo III Chayet amp Danzo Page 26
Daniel Doherty Doherty Law Office Page 25
John Eckstein Fairfield and Woods
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
William Krems Davis Graham amp Stubbs
James Littlepage James Littlepage Law Offices
Nathan Merrill Goodspeed amp Merrill
David Osterman Osterman Law Firm
Jane Paddison Jane Caddell Paddison
Kristin Pineiro Wallace Scott
Daniel Rich Steele Street Bank amp Trust
Timothy Scott Wallace Scott
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 26
650 S Cherry St Ste 710Denver CO 80246Office 303-355-8500FrankColoradoElderLawcom
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
EstateBusiness Planning Elder Law
600 17th St Ste 2800Denver CO 80202Office 303-226-5861kzaloudekmshzlawcomwwwmszhlawcom
Kevin Zaloudek
Mills Schmitz Halstead amp Zaloudek has built a reputation of providing legal services without the customar y overhead of a typical law firm With practice areas ranging from tax and litigation to real estate and IP law Mills Schmitz Halstead amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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G5 Financial GroupThe Power of Experience
Left to right Two-year winner Larry Finch Managing Principal G5 Financial Group three-year winner Scott Forsyth CFPreg Managing Principal G5 Financial Group
bull Comprehensive wealth management pre- and post-retirement income planningbull Financial planning proactive tactical asset management insurance planningbull Wealth accumulation preservation and transfer strategies
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
5613 DTC Parkway Suite 1200 bull Greenwood Village CO 80111Larry 303-989-6317 bull Scott 303-721-0691
larryfinchg5financialgroupcom bull scottforsythg5financialgroupcom bull wwwg5financialgroupcom
Securities and Advisory Services offered through Geneos Wealth Management Inc Member FINRASIPCAdvisory Services offered through G5 Financial Group RIA LLC and Financial Design and Management SEC-Registered Investment Advisors
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Vasil W AllabashiComprehensive Financial Services and Wealth Management
Areas of Focus Comprehensive Financial Services Wealth Management Business Planning and Support Insurance Planning Retirement Planning
Left to right Front row Two-year winner David Keller Rico Nelson two-year winner Vasil Allabashi Lyle Domenitz and three-year winner Karen Jessey
Back row Jeremy Clark Robert Fillmore and Rex Thatcher
bull Innovative wealth creation accumulation and spending strategiesbull Teams of specialists to coordinate your wealth with business estate and tax objectives
Wealth Strategies Group (formerly VW Allabashi amp Associates LLC) is a complete fi nancial services fi rm incorporating the unique insights developed by Vasil Allabashi during his 54 years in the insurance and fi nancial services industry A premier member of the Denver fi nancial services community since 1987 Wealth Strategies Group specializes in the development and enhancement of client planning by ensuring proper
coordination between all fi nancial assets With a senior management team of 15 WSG assists individuals families and business owners in navigating through all aspects of their fi nancial world employing a most distinctive set of strategies and tools to create a clear and exciting map for building and protecting wealth
Wealth Strategies Group6455 South Yosemite Street Suite 300 bull Greenwood Village CO 80111
Phone 303-770-9020 bull Fax 303-488-9070wwwwealthsgcom
Securities productsservices and advisory services are offered through Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS)6455 S Yosemite Street Suite 300 Greenwood Village CO 80111 (303) 770-9020 Wealth Strategies Group is not an affiliate or subsidiary of PAS PAS is a member of FINRA SIPC
Neither PAS nor its subsidiaries agents or employees provide tax or legal advice you should consult your tax or legal advisor regarding your individual situation
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Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Kean O BoucherA Comprehensive Independent and Unbiased Approach
Three-year winner Kean O Boucher Private Wealth ManagerLPL Branch Manager
bull Comprehensive wealth managementbull Personalized estate planningbull 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 investingenvironment 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
4600 South Syracuse Street Ninth Floor bull Denver CO 80237319 Main Street Suite 301 bull Carbondale CO 81623 | 709 East Railroad Avenue bull Fort Morgan CO 80701
Toll-free 800-318-8840keanboucherlplcom bull wwwboucherwmgcom
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliatesAdvertisement sponsored in part by Lincoln Financial Distributors
Not NCUA Insured Not Credit Union Guaranteed May Lose Value
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Hemmings Group at Morgan StanleyExcellence in Wealth Management
Asset ManagementAccess to Lending ServicesWealth Protection
Left to right Adam Goble Financial Advisor Joyce Moreno Senior Registered Associate two-year winner G Bruce Hemmings Senior Vice President Wealth Management Senior Portfolio Management Director
Financial Advisor Brandy Carlson Registered Associate Gary Edgar Financial Advisor
bull Comprehensive wealth management and fi nancial planningbull Personalized portfolio management for high-net-worth clientsbull Multigenerational family focus and custom-tailored solutions
For 34 years and counting individuals and organizations throughout northern Colorado have looked to The Hemmings Group led by two-time Five Star award winner Bruce Hemmings to provide customized fi nancial strategies to help meet their fi nancial objectives They provide comprehensive wealth management strategies a disciplined investment process and clear communication to create a customized fi nancial strategy designed to meet their clientsrsquo fi nancial goals
6125 Sky Pond Drive Suite 100 bull Loveland CO 80538Office 970-776-5501 bull Toll-free 866-749-5423wwwmorganstanleyfacomhemmingsgroup
copy2014 Morgan Stanley Smith Barney LLC Member SIPC
PhilosophyTherersquos no substitute for experience and integrity
Client approachPlanning-based needs-driven
Industry experienceG Bruce Hemmings 34 years
Five Star award winnerG Bruce Hemmings 2012 2014
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Garret T JettYour Wealth Your Future Our Focal Point
Areas of Focus Wealth Management Financial Planning Tax Preparation Risk Mitigation Strategies
Left to right Kathleen Leopold three-year winner Garret Jett Financial Advisor Gregory Dexter Financial Advisor three-year winner Ryan Murphy Financial Advisor
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
bull We aim to steward business with Christian values and beliefs
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 The goal of this system is to provide you with the confi dence needed to navigate through the ldquonew-normal economyrdquo and prepare for the certainty of uncertainty in life We inform our clients on their investment options for the issues that matter most while adhering to our integrity and ethics
10375 Park Meadows Drive Suite 125 bull Lone Tree CO 80124Office 303-222-2612 Ext 2612 bull Toll-free 800-332-9222 Ext 2612
gjettampfcom bull ameripriseadvisorscomgarrettjettInvestors 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 Asset allocation does not assure a profit or protect against loss in declining markets
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Trailhead Wealth Management LLCService Advice Simplicity
Helping Our Clients Pursue Their Desired Quality of Life
Left to right Ryan Holocher Client Associate 2014 winner Greg Stringari PartnerSenior PIM Portfolio Manager Candace Gardner Branch Administrator Sarah Giammaria Marketing Associate Audrey Ingram Operations Manager
2014 winner Bryan Pieper PartnerSenior PIM Portfolio Manager
bull We believe that clientsrsquo interests come before our own and that transparency is keybull Comprehensive wealth management begins with a plan that is reviewed oftenbull The simplest strategy may often be the best to accomplish your goals
Trailhead Wealth Management LLC is a private investment and wealth management fi rm located in Louisville Colorado founded by Bryan Pieper amp Greg Stringari The Trailhead team has set out to create a new standard in the fi nancial services industry focused on high-quality client service knowledgeable
advice from experienced and reliable advisors and simple easy-to-understand plans to help our clients reach their fi nancial goals With 70-plus years of combined experience our services range from investment and portfolio management to college retirement and insurance planning
801 Main Street Suite 300 bull Louisville CO 80027Office 720-625-3300
wwwtrailheadwmcom
Investment products and services are offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Wells Fargo Advisors is the trade name used by two separate registered broker-dealers Wells Fargo Advisors LLC and Wells Fargo Advisors Financial Network LLC Members SIPC non-bank affiliates of Wells Fargo amp Company
Trailhead Wealth Management LLC is a separate entity from WFAFN [CAR 0814-05123]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Bruce G Allen
Making Your Wealth Work for You
Three-year winner Bruce Allen President AIFAreg CIMAreg CPWAregGeneral Securities Principal
bull We build manage protect and transition wealth for our clients
bull Our process starts and fi nishes by listening to you
bull We then provide independent objective unbiased and cost-eff ective solutions
We help clients build manage protect and transition wealth
I created Bruce G Allen Investments LLC to help our clients build manage protect and transition their wealth We take a comprehensive approach to wealth management by touching on the four cornerstones of investments credit and liability
management risk management and estate and trust matters We do all of this so that we can help our clients create a sense of well-being prosperity and peace of mind
370 17th Street Suite 3580 bull Denver CO 80202Office 303-592-5535 bull Fax 303-592-5534
ballennationsfgcom 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
Bruce G Allen Investments LLC
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Jerry L GruberJody Hinsey
A Comprehensive Integrated Disciplined Approach
bull A strategy-fi rst approach
bull Dedicated and unbiased service and advice
bull Building lasting client relationships
Left to right Terri Tillotson Offi ce ManagerExecutive Assistant 2014 winner Jody Hinsey Partner three-year winner Jerry L Gruber Certifi ed Wealth Strategist CLUreg ChFCreg CWS OwnerPartner Mary Ann Perez Marketing Coordinator
We are an independent fi nancial planning fi rm and 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 104Englewood CO 80112
Offi ce 303-290-6113Toll-free 888-290-6117
jgrubergreenbookwmcomjodygreenbookwmcomwwwgreenbookwmcom
Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inc
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCOthree-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the third straight year
4600 South Syracuse Street Suite 1060Denver CO 80237
Offi ce 303-757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Financial Dynamics LLC
Guiding Clients Toward Financial Independence Since 1993
bull Wealth management specialists
bull Risk management specialists
bull Business planning specialists
Left to right Three-year winner Christopher P Bruhl CLUreg ChFCreg CFPreg Wealth Advisor Holly Jones Operations Manager 2014 winner Adam W Hall CFPreg Wealth Advisor
Our goal is to coordinate both investment management and risk management strategies crafting eff ective multidisciplinary fi nancial plans for business owners and those that value fi nancial independence 14143 Denver West Parkway Suite 510
Golden CO 80401
Offi ce 720-445-7294Offi ce 303-942-1717
christopherbruhllplcom myfi nancialdynamicscom
Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Stephanie E Gudka
Comprehensive Financial Services and Asset Management
bull Understanding your goals and fi nancial values
bull Developing strategies tailored to your needs
bull Delivering a high level of personal service
Left to right Coleen Crews CFS Registered Sales Assistant 2014 winner Stephanie E Gudka CFPreg CFS Executive Financial Advisor Laura Saunders CFS Registered Representative
Stephanie Gudka has provided her clients with dedicated unbiased personalized service and advice for more than 20 years Her experience and independence allow her to off er an objective approach to serving all of your asset needs including investments insurance estate and retirement planning Stephanie and her team can help you make informed decisions about your investment strategy and guide you toward reaching your fi nancial goals
Several locations to serve you Thornton Northglenn and Westminster
8851 Harlan StreetWestminster CO 80031
Offi ce 303-487-8466
cfs-sgudkabellcoorg wwwbellcoorgstephanie-gudka
Investment products and services offered through CUSO Financial Services LP (CFS) are not NCUANCUSIF insured are not credit union guaranteed and may lose value
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Ron Zimmermann Financial Advisor Manda Neuman Client Service Associate three-year winner Phil Dispense Financial Advisor Kaitlin Inchauspe Registered Associate two-year winner Gary Peterson Financial Advisor
The philosophy of the Falcon Group is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while seeking to provide our clients with an acceptable rate of return We manage portfolios tactically with the objective of controlling risk and generating returns consistent with the customized goals and objectives of our clients Phil Dispense Five Star award winner 2012 2013 and 2014 Gary Peterson Five Star award winner 2012 and 2013 Ron Zimmermann Five Star award winner 2012 and 2014
370 17th Street Suite 2800 Denver CO 80202
Offi ce 303-572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstance from an independent tax advisor copy2014 Morgan Stanley Smith Barney LLC Member SIPC
McGibbon Asset Management
Customized and Personalized Wealth Management
bull Formulating investment strategies that are comfortable for your risk tolerance
bull Our quality fee-based-only management eff ectively aligns your success avoiding the confl ict of interest that comes from prepackaged investments
Left to right 2014 winner Brent McGibbon CIO Mark Stromberg Independent Sales Director
With a strong market understanding McGibbon Asset Management brings both discipline and structure to your portfolio Your investments stay on track with your long-term strategy We remove the emotion from investing by fi ltering through market information available and advising changes to your portfolio only when they are consistent with your specifi c investing goals Your money will be closely managed in-house using a fundamental value investing strategy
McGibbon Asset Management8400 East Prentice Avenue Suite 1360
Greenwood Village CO 80111
Offi ce 303-757-8623 Cell 303-378-4249
bmcgibbonmcgibbon-assetcom wwwmcgibbon-assetcom
McGibbon Asset Management is an independent advisor that is registered with the State of Colorado
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Three-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Senior Registered Associate
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 27 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 24 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120Boulder CO 80302
Kristy 303-545-1844Noel 303-545-1845
kristytochiharamorganstanleycomwwwmorganstanleyfacomtochiharaculberson
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Cherry Hills Investment Advisors IncHelping You Navigate Your Financial Future
bull Dedicated professionals with decades of experience and training
bull Comprehensive investment management and fi nancial planning advice
bull Serving the Colorado community since 1999
Left to right Seated Chelsey Knight Client Services Manager 2014 winner Kate Scott CFPreg CPA Principal Standing Elisabeth Jacobson Investment Advisor 2014 winners Valerie Antonioli CFPreg Principal and Susie Johnston CFPreg Principal and Founder
Cherry Hills Investment Advisors is a wealth management fi rm that works with individuals families and small businesses to design and implement personalized fi nancial strategies Throughout each lifecycle event we serve as our clientsrsquo fi nancial advocate and provide thoughtful counsel on a wide range of wealth management issues We welcome this opportunity to further introduce our fi rm
8400 East Prentice Avenue Suite 1010Greenwood Village CO 80111
Offi ce 303-703-4560
infochiaplancomwwwchiaplancom
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Drexler Groupof Wells Fargo Advisors
bull Disciplined portfolio risk management
bull Process-driven results
bull Personalized goals-based wealth management strategies
Left to right Frank Djonbalaj Mick Pepper Susie Kaufman 2014 winner Stephen Drexler Je Byers
Our focus at the Drexler Group is to simplify enhance and preserve our clientsrsquo fi nancial well-being We hold ourselves to the highest level of accountability as we work in partnership with our clients helping them reach their fi nancial goalsOur belief is that ldquodiscipline is more important than convictionrdquo when it comes to managing risk
102 South Tejon Street Suite 1000 10th FloorColorado Springs CO 80903
Offi ce 719-636-8000Direct 719-636-8044
stephendrexlerwfadvisorscom wwwthedrexlergroupcom
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02994]
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
Top five questions that wealth managers want clients to answer
From research conducted by Five Star Professional April 2011
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce 303-200-1441Cell 719-210-6817toddwarburtonraymondjamescomFrontRangeFinancialConsultingcom
bull Retirement planningbull Custom portfolio managementbull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPCThis award is bestowed by an independent third-party organization not affiliated
with Raymond James
Senior Vice President ndash Investments Branch Manager
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce 303-689-7424Toll-free 800-991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 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
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial 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
Private Wealth AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
Patricia Kummer
8871 Ridgeline Blvd Ste 100Highlands Ranch CO 80129
Offi ce 303-470-1209patkummerfi nancialcomwwwkummerfi nancialcom
bull Creating ethical solutions for 28 years bull Objective personal guidance bull Tailored wealth accumulation strategies
Creating Financial Peace of Mind
KFS is a dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Come experience our full-service personal attention to your specifi c needs We provide fi nancial services education and advice to professionals and families
CERTIFIED FINANCIAL PLANNERtrade
Mark R Paller
68 Inverness Ln E Ste 203Englewood CO 80112
Offi ce 303-858-0045markpallerpallerfi nancialcomwwwPallerFinancialcom
bull Established in 1997 bull Independent and transparent bull Operates under a fi duciary standard
You Are the Only One Who Counts
Paller Financial is dedicated to asking the tough questions of why how and what if By doing so we increase the probability of executing a successful fi nancial plan Our work is designed to manage risk secure appreciation and create regular income Integrated with the proper legal documents the outcome becomes self-evident
CPAPFS CFPreg CLUreg ChFCregcopy Five
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Tom Abboud
6383 S Rifl e StAurora CO 80016
Offi ce 720-252-6004TomAbboudLPLcomVeritasfi nancialplanningcom
bull Truthful honest and upfront on everything bull First priority is your fi nancial success bull Customized fi nancial plans that fi t you
Veritas Noun Latin Meaning Truth
The pursuit of meaningful goals is something we all share Whether yoursquore planning for retirement to fund education for your children or grandchildren or to leave a legacy for the next generation Veritas Financial Planning can help you succeed With an understanding of individual needs and goals we will implement a personalized wealth management plan then monitor and adjust it as necessary to help you achieve those goals
LPL Financial Planner
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
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade professional 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 CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 2013 and 2014
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC This award is bestowed by an independent third-party organization not affiliated with Raymond James
CFPreg CFAreg
Sandon Purcell
Purcell Capital Management 5299 DTC Blvd Ste 210Greenwood Village CO 80111
Offi ce 303-800-3350Toll-free 888-338-4713
sandonpurcellwfafi netcomwwwpurcellcapitalcom
bull More than 60 years of combined experiencebull Multigenerational servicesbull Dividend-oriented income strategies
A Team Approach to Assist
It is our mission to always be committed to our core values of client service integrity and honest advice Because we have the support of a large fi rm such as Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone we believe we are able to off er our clients the very best possible experience Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate of
Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0814-05500 ]
Branch Manager
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80209Phone 303-331-6434elizabethovoyafacom wwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
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 makes 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 o ered through Voya Financial Advisors Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by Voya Financial Advisors
Financial Advisor MBA University of Colorado
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone 303-792-7340 Ext 2Direct 720-209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
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 CERTIFIED FINANCIAL PLANNERtrade 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 Five Star Wealth Manager 2012 2013 and 2014 Securities o ered through Raymond James Financial Services Inc Member FINRASIPC This award
is bestowed by an independent third-party organization not a liated with Raymond James
CFPreg MBA
Mark Sindrich
1490 S Pearl StDenver CO 80210
Offi ce 303-744-8899Toll-free 800-825-8259infosindrichcomwwwsindrichcom
bull Clarity confi dence consensus accountabilitybull Answers to the what-ifs that keep you up at nightbull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions that are clear and simple to each of our clientsrsquo unique fi nancial needs We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be o ered through NFP Advisor Services LLC Member FINRASIPC NFP Advisor Services LLC is not a liated with Sindrich amp Associates
CERTIFIED FINANCIAL PLANNERtrade
Dennis A Leonida
Raymond James Financial Services Inc 8400 E Prentice Ave Ste 1100Greenwood Village CO 80111
Offi ce 303-629-7500Toll-free 800-268-2689
dennisleonidaraymondjamescom
wwwraymondjamescomcfg
bull Comprehensive fi nancial planning bull Business continuity planning bull Employee benefi ts planning
Personalized Financial Planning
Our mission is to create an innovative client experience Through our tireless client service and industry-leading research we focus on assisting our clients in not only defi ning their fi nancial goals but more importantly developing a plan to achieve them
Securities offered through Raymond James Financial Services Inc Member FINRASIPCThis award is bestowed by an independent third-party organization not affiliated with
Raymond James
ChFCreg CLUreg
Jeffrey T Huff
6400 S Fiddlerrsquos Green Cir Ste 1840Greenwood Village CO 80111Offi ce 720-963-6120Cell 303-888-5511jeff reyhuff wfafi netcom
bull Highly personalized service and advice bull Customized portfolio management bull Retirement income and risk management
Professional Advice With Integrity
For over 26 years Jeff has provided his clients with customized comprehensive wealth management strategies and unbiased advice Talk to us if you seek a rich honest dialogue about your individual investment goals and challenges
Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate
of Wells Fargo amp Company Redpoint Capital Management is a separate entity from WFAFN [CAR 0914-02327]
President Branch Manager
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
23596 Currant DrGolden CO 80401Phone 303-384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
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
CFPreg President LPL Registered Principal
CastleMountain Financial Services Inc
3200 Cherry Creek S DrSte 480Denver CO 80209Phone 303-733-4305lonnyobermeyerassetcomwwwobermeyerassetcom
Laurence J Kandel
I would like to thank our wonderful clients for their continued loyalty
Rankings andor recognition by una liated rating services andor publications should not be construed by a client or prospective client as a guarantee that heshe will experience a certain level of
results if Obermeyer is engaged or continues to be engaged to provide investment advisory services nor should it be construed
as a current or past endorsement of Obermeyer by any of its clients A copy of Obermeyerrsquos current written disclosure statement discussing its advisory services and fees is available upon request
Vice President Investments and Client Advisory
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office 720-836-4534
David W Moritz
I work one-on-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
Financial Advisor CFPreg
2229 S Joliet Way Aurora CO 80014 Direct 303-306-6639 katiecollinslplcom wwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 30 years of experience mdash Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
4419 Orofino CtCastle Rock CO 80108Office 303-663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
An Ameriprise Platinum Financial Servicesreg practice I help my clients plan for their dreams through a comprehensive financial planning approach and long-term investment 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
Financial Advisor CFPreg CLUreg
7665 E Windford StParker CO 80134Office 303-805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams works with high-net-worth individuals family offices and business owners to build sophisticated investment portfolios containing stocks bonds and other asset c lasses that emulate the endowment-style investing employed by large institutional investors
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Myers Financial Limited650 S Cherry St Ste 1250Denver CO 80246Office 303-393-0340Cell 303-319-1752lesliemyerslplcomwwwlplcomlesliemyers
Leslie A Myers
Leslie Myers treats her clients as partners in the investment and management of their assets Her personal touch which focuses on the individual as well as the family needs and wants has enabled her to generate new clients while maintaining a loyal clientele for many years
Securities o ered through LPL Financial Member FINRA SIPC
CFPreg MBA CLUreg ChFCreg LPL Financial Planner
13976 W Bowles Ave Ste 200Littleton CO 80127Office 720-962-6700Cell 303-808-4767wwwwamboltandassoccom
Greg Wambolt
Truth is wealth wonrsquot manage itself Reaching your goals takes a team dedicated to you mdashnot to their firm Our process is proven to identify planning gaps reduce complexity and deliver the best rate of return possible Itrsquos why successful people call on us to grow and protect their wealth Greg ldquoFinish Strongrdquo Wambolt is a f ly fisherman and a sport clay shooter
CFPreg CLUreg ChFCreg
If yoursquore in this business for money
alone you will never make it You have to
genuinely want to make a difference in your
clientsrsquo lives
mdash Five Star award winner
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
e Star W
ealth M
anag
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wfivestarprofessionalcom
FSbull19
1801 13th St Ste 200Boulder CO 80302Office 303-541-2047michaeljoakeswellsfargocom
Mike Oakes
For nearly a decade Mike has helped clients implement investment strategies and feel confident in their financial decisions Contact Mike Oakes for a consultation
Wells Fargo Advisors LLC Member SIPC is a registered broker-dealer and a separate non-bank a liate of Wells Fargo amp Company
[CAR 0814-03128]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor
5610 Ward Rd Bldg 100 Ste 110Arvada CO 80002Office 303-393-2456tedswensonlplcomswensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
Denver CO 80202Office 720-399-5555Cell 720-495-1317DerekETriumphCapitalManagementcomTriumphCapitalManagementcom
Derek N Eichenwald
Mr Eichenwald assists clients of Triumph Capital LLC on their l ifetime financial and strategic goals through sound asset management risk planning retirement planning and advanced estate planning techniques
1610 Wynkoop Street Suite 550 Denver CO 80202Securities o ered through JP Turner amp Company LLC (Member SIPC) JP Turner amp Company LLC is not a liated with Triumph Capital LLC
JPT090914-1519
CEO and Senior Investment Executive
8751 E Hampden Ave Ste B-10Denver CO 80231Phone 303-243-5722jimmyhassonlplcomwwwhassonfinancialscom
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 investment advisory retirement planning and education planning
Securities o ered through LPL Financial Member FINRASIPC
CERTIFIED FINANCIAL PLANNERtrade
4430 Arapahoe AveBoulder CO 80303Office 303-444-9300leecoloradocapcomwwwcoloradocapcom
Lee Strongwater
Integrity Quality Results
At Colorado Capital Management we seek to understand the purpose money serves for you before we put it to use We do this by listening and understanding what is most important and then by designing a prudent plan for you to achieve your cherished goals
Financial Advisor
5251 DTC Pkwy Ste 1500Greenwood Village CO 80111Office 303-925-9648michaeljhoodmorganstanleycommorganstanleyfacomhood
Michael J Hood
As your financial advisor I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve 2014 Five Star award winner
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP
(with ame design) in the US copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President CFPreg
7979 E Tufts Ave Ste 715Denver CO 80237Direct 303-689-7480nicolemayampfcomameripriseadvisorscomnicolemay
Nicole May
What are your dreams and goals for retirement I am passionate about working with my clients and want them to experience financial confidence now and in retirement It starts with a conversation discussing cash reserves debt management investments and taxes
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
Financial Advisor CERTIFIED FINANCIAL PLANNERtrade professional
7979 E Tufts Ave Ste 715Denver CO 80237Phone 303-689-7448raeyanexfarrellampfcomameripriseadvisorscomraeyanexfarrell
Raeyane Farrell
Whether itrsquos a long way off fast approaching or already a reality you have dreams and goals for your retirement I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs
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
MBA Financial Advisor
Wells Fargo Advisors LLC3200 Cherry Creek S Dr Ste 100Denver CO 80209Phone 303-248-0842Toll-free 800-777-1401DonnaBoenderWFAdvisorscom
Donna M Boender
Donna Boender CERTIFIED FINANCIAL PLANNERtrade 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 Visit wwwWFAdvisorscomdonnaboender
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02380 91514]
Senior Vice President ndash Investment Officer
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
ww
wfivestarprofessionalcom
FSbull21
Award winners listed by primary services and listed alphabetically by last name
Business PlanningMark Goodside Retirement
Solutions of Colorado
William E Roberts AUCTORIS
Bernard Taillon Triad Financial Group
Kerry Linn Walker Business Owner Solutions
Estate PlanningRichard H Hartmann AUCTORIS
Reid M Johnson MBA Wealth Management
Financial PlanningChad Aaberg Thrivent Financial
Thomas Abboud Veritas Financial Planning Page 16
Chad Michael Alevras Gregory amp Associates
Vasil W Allabashi Wealth Strategies Group Page 4
Gregory Robert Anderson GRAnderson Wealth Management Group
Valerie Antonioli Cherry Hills Investment Advisors Page 13
Nathan M Archuleta Summit Wealth Group
Craig Arfsten Prosperion Financial Advisors
Terri Ashton Townsend Retirement Specialists
Colleen Askew Knopinski amp Fauver Financial Advisors
Mark Autterson Win Advisor
Stephen Baker Ameriprise Financial Services Inc
Ali Barghelame Barghelame Wealth Advisors
Linda R Barker Ethos Financial PartnersAmeriprise Financial Services Inc
John T Barry Barry Financial Services
Jeffrey Bartleson Ameriprise Financial Services Inc
Bob Bastiaans Ameriprise Financial Services Inc Page 15
Dana Bath Aveo Capital
Tom Baumler Asset One
Richard Bellmar Bellmar Family Financial
Benjamin Wills Bender Raymond James
John R Bennett First Command Financial Planning
A Raymond Benton Benton amp Company
Amy Berk Ameriprise Financial Services Inc
David Billingslea Ameriprise Financial Services Inc
Matthew R Blake My Portfolio Guide
Mitchell Lewis Bloom Bloom Financial
Thomas Boh Robert W Baird amp Company
Steve Booren Prosperion Financial Advisors
Kean Boucher Boucher Wealth Management Group Page 5
Paula Boyka Raymond James
Carol Rogers Breglio Ameriprise Financial Services Inc
Michael J Broker Trilogy Financial Services
Mark R Brown Brown amp Tedstrom
Michael V Brown Morgan Stanley
JA Tyler Browning II The Browning Group II
James Roland Brubaker Exit amp Retirement Strategies
Stephen Brubaker Exit amp Retirement Strategies
Christopher P Bruhl LPL Financial Page 11
Stephanie Bruno SBWA
Matthew Carpinelli AFC Wealth Management Group
Madison Anne Carter Morgan Stanley
Karlton D Childress Sharkey Howes amp Javer
Loretta Chiofolo Ameriprise Financial Services Inc
Michael Cohen Lincoln Financial Advisors
Michael Anthony Coleman Ameriprise Financial Services Inc
Richard P Costner G5 Financial Group
Seth Davis RMB Capital
LeeAnn Day LPL Financial
Jordan Dechtman Jordan Dechtman Wealth Management
Louis M DeNiro Ameriprise Financial Services Inc
John Diak Oatley amp Diak
Christopher James Dietz Morgan Stanley
Jeffrey Donahue Donaco Financial Services
Kathleen Drake Ameriprise Financial Services Inc
Pamela Dumonceau Asset One
Robert Eberhardt AampI Financial Services
Mike Edwards Morgan Stanley
Deborah Eggleston The Partners Group
Derek Nathan Eichenwald Triumph Capital Management Page 19
Bret A Elliott Elliott Financial
Daniel D Ellis US Bancorp
Chad Ernzen The Mutual Fund Store
Jason Evans New England Securities
John Wayne Farlow Financial Abundance
Raeyane Farrell Ameriprise Financial Services Inc Page 19
Alexander N Feick Paragon Capital Management
Lawrence Finch G5 Financial Group Page 3
David Findlow Charles Schwab amp Company
Nelisha Firestone Firestone Financial Group
Keith Ryan Fisher Financial Designs
Andrew Flanscha Thrivent Financial
Tamara Fontenot Ameriprise Financial Services Inc
Scott Forsyth G5 Financial Group Page 3
Elyse D Foster Harbor Financial Group
Karl Frank AampI Financial Services
Kimberly Gieseler LPL Financial
James Graham IV Lincoln Financial Advisors
Gerald A Graham Sr The Timberline Group
Kathryn Greene UMB Private Wealth Management
Janet Greiner American Zang Investment Council
Aaron Grey Denver Money Manager
Robert Edmund Grey Denver Money Manager
Whitney Winslow Grimm Summit Wealth ManagementAmeriprise Financial Services Inc
Jerry L Gruber Greenbook Wealth Management Page 10
Stephanie Gudka CUSO Page 11
Eustis Habighorst Public Service Credit Union
Mimi N Hackley Sharkey Howes amp Javer
Adam Watson Hall LPL Financial Page 11
Lowell Hansen Schaefer Financial Management
Chad Michael Harmon AampI Financial Services
Michael J Harrington Morgan Stanley
Roger Harris R Kent Harris amp Associates
Jimmy Hasson Hasson Financial Page 19
Scott M Hauser Ameriprise Financial Services Inc
Ross Haycock Summit Wealth Group
G Bruce Hemmings Morgan Stanley Page 6
Stephanie Herdahl Lincoln Financial Advisors
Debra K Herrington Vision Financial Services
Jennifer Hilts First Command Financial Planning
Jody Hinsey Greenbook Wealth Management Page 10
Robert Hochstadt GHP Investment Advisors
Robert L Holland Jr Life Transition Planners
Kevin D Hollis First Command Financial Planning
Guy Wesley Holman TCI Wealth Advisors
Gregory Horstman Prosperion Financial Advisors
Brett Howard Cherry Street Partners
Lawrence E Howes Sharkey Howes amp Javer
Andrew C Inman Peoples Investment Professionals
Phil Jacobson Synergy Financial Partners
Joseph Janiczek Janiczek amp Company
Patrick Janssen Ameriprise Financial Services Inc
Joel B Javer Sharkey Howes amp Javer
Karen Jessey Wealth Strategies Group Page 4
Debra Marie Johnson Life Transition Planners
Susan Elizabeth Johnston Cherry Hills Investment Advisors Page 13
Marvin Kark MZ Kark and Associates
David Keller Wealth Strategies Group Page 4
Shawn Kelly Townsend Retirement Specialists
Gary Wayne Keyfauver Raymond James
Zachary Kibby Thrivent Financial
Harold W Kirschner Sharkey Howes amp Javer
copy Five
Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
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Star
Professional
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Star
Professional
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
FSbull21
Award winners listed by primary services and listed alphabetically by last name
Cain Kobert Rocky Mountain Wealth Management
Larry N Koenigsberg Raymond James
Patricia Kummer Kummer Financial Strategies Page 15
Paul Lambert Cherry Street Partners
Bruce Larsen Presidential Brokerage
David Lawyer First Command Financial Planning
Chad Leigh Exit amp Retirement Strategies
Dennis A Leonida Raymond James Page 17
Mark Levine US Bancorp Investments
Richard Jason Levine Synergy Financial Partners
Michael Lincoln Lincoln Financial Services
David Loos Charles Schwab amp Company
Ronald C Lottridge Catalyst Financial Strategies
Josh David Lozow Transitions Wealth Management
Tad Michael Lyle Planning Resources
Kimberly Kaye Maez Ameriprise Financial Services Inc
Adam Makkai Makkai Capital Management
Joel Thomas Martin Denver Money Manager
Quinn A Martinez Clear Creek Investment Services
Marla Mason Presidential Brokerage
Nicole May Ameriprise Financial Services Inc Page 19
Cris Robert McBride NFP Securities
Jason Scott McBride Presidential Brokerage
Angel B McCall Lifetime Financial Strategies
Chad McDonnell Denver Investments
Dennis Means LPL Financial
Dot Mechtenberg Dot Mechtenberg
Terry Melonakis Melonakis Financial
Dita Merritt Ameriprise Financial Services Inc
Harve P Meslin Safe Harbor Financial Group
Ann Marie Milinazzo Hadad-Milinazzo Financial Group
Matthew Stephen Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Shawn Moore Morgan Stanley
J Cameron Morgan AampI Financial Services
David Moritz Ameriprise Financial Services Inc Page 18
C Randal Morris Summit Wealth Group
Jesse Morris Summit Wealth Group
David Morrison Prosperion Financial Advisors
Angela Mueting Thrivent Financial
Ryan S Murphy Ameriprise Financial Services Inc Page 7
Jay A Murray RM Infinity Advisors and Solutions for Tuition
Steve R Musick Destiny Capital
Leslie Myers LPL Financial Page 18
Thomas Nazzaro American Portfolios
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Josh Nelson Keystone Financial Services
Neil Norman Nichols Intentional Wealth
Amy Noel LPL Financial
Brad Noland Wagner Wealth Management
Patrick Nolen Nolen Western
William Norris Robert W Baird amp Company
Daniel Noven Noven Financial Group
Elizabeth OrsquoDonnell OrsquoDonnell Wealth Management Page 16
Daniel OrsquoLeary Quintus Financial Services
Sean OrsquoNeill Raymond James
Karen Ogard Robert W Baird amp Company
Dominick Paoloni SMG Partners
Charles Gregory Parr Ameriprise Financial Services Inc
Jeffrey Payne Aspen Wealth Management
Russell Petrin Morgan Stanley
Mary Lee Pierce Ameriprise Financial Services Inc Page 18
Sybil Praski Prosperion Financial Advisors
Christine Raines Azimuth Wealth Management
Jerry R Reiff Morgan Stanley
James A Reinig Reinig amp Associates
David Repka Creative Financial Solutions
Keith Robinson Morgan Stanley
Heather Kristin Roentz Merrill Lynch
Carole L Rominger Full Circle Wealth Management
Eric Rosel Morgan Stanley
Kevin W Ruebesam Thrivent Financial
Karen K Salvatore Shine Investment Advisory Services
Greg Schowe LotusGroup Advisors
Daniel B Schultz Ameriprise Financial Services Inc
Gregory Phillip Seal Seal Financial Services Page 2
Kara Sekavec LPL Financial
Eileen M Sharkey Sharkey Howes amp Javer
Michael Sherman Crestone Capital Advisors
Judith Shine Shine Investment Advisory Services
Andrea Shortino Ameriprise Financial Services Inc
Gary Brian Sidder Life Transition Planners
R Brady Siegrist Janiczek amp Company
Michael G Simmons Transitions Wealth Management
Mark Sindrich Sindrich amp Associates Page 17
Mark Smith MJ Smith and Associates
Mark Andrew Solinski First Allied Securities
Paul Staib Staib Financial Planning
Keith Stechmesser Thrivent Financial
Kelly Stecklein Capital Evolution Group
Stephen L Stribling Morgan Stanley
Kevin Patrick Sullivan Sullivan amp Associates
Marilynne Tarrall NewWest Advisors
Matthew H Tepoorten Charles Schwab amp Company
Mark E Thomas Townsend Retirement Specialists
Kris Tower American Portfolios
Deborah A Towers Towers Wealth Management
Jeff Townsend Townsend Retirement Specialists
Jennifer Trembley Ethos Financial PartnersAmeriprise Financial Services Inc
Scott Tremlett Charles Schwab amp Company
Laura Uchida Invest Financial
James Urbonas Ascent Financial Advisors
Maria Dolores Vargas LPL Financial
Jack Venable Ethos Financial PartnersAmeriprise Financial Services Inc
Gary Wagner Wagner Wealth Management
Rhonda Wagner Ameriprise Financial Services Inc
Carole Wagner-Grauer MetLife
Cortney Walker GW Wealth Management
Damian Walsh Ameriprise Financial Services Inc
Nathan Wangerin Thrivent Financial
Sterling Warburton Raymond James Page 15
Kenneth P Warner Ameriprise Financial Services Inc
Timothy Waters Triumph Capital Management
Rick Watson The Milestone Group
Marilyn S Weaver Presidential Brokerage
Charles Matthew Wernig The Browning Group II
Janet White Shine Investment Advisory Services
Zoe Whitmore Ameriprise Financial Services Inc
Brenda E Wille-Cope First Financial Strategies
Brian Williams GampW Wealth Management
Craig E Williams Williams Investment Network Page 18
Bart Writer Wealth Concepts
Charlene Zahn-Busch Zahn Financial Services
Ron Zimmermann Morgan Stanley Page 12
Diane Zing Trilogy Financial Services
InsuranceMark D Arlen Lincoln Financial
Advisors
Henry Geyelin Carpenter Ameriprise Financial Services Inc
Michael Edwards COPIC Financial Services
Matthew Grant Gehring Summit Wealth ManagementAmeriprise Financial Services Inc
InvestmentsKenneth Acampora Durable Wealth
Management
Patrick Adams PVG Asset Management
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
ww
wfivestarprofessionalcom
FSbull22
Award winners listed by primary services and listed alphabetically by last name
Bruce G Allen Bruce G Allen Investments Page 9
Candace Lee Allen Wells Fargo Advisors LLC
Philip Sheridan Almon Wells Fargo Advisors LLC
David Anderson Triad Financial Group
Douglas Maurice Applegate Edward Jones
John Arnold Wells Fargo Advisors LLC
Willis Ashby Integra Financial
Daniel L Austin Thrivent Financial
Stephen Avis Wells Fargo Advisors LLC
Hugh C Bandy Edward Jones
Gordon Bauer LPL Financial
Andy Beasley The Milestone Group
Brad Bickham Sargent Bickham Lagudis
Donald Billings Charles Schwab amp Company
Kenneth Blair Edward Jones
Patrick A Bloomfield Wells Fargo Advisors Financial Network LLC
Donna M Boender Wells Fargo Advisors LLC Page 19
Brian Boudreau Edward Jones
Sara D Boyd CoBiz Wealth
Jeffery Wayne Bruce Edward Jones
Barry C Bruner Wedbush Securities
Keith Bryant RBC Wealth Management
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
James Callahan Janiczek amp Company
William I Callender Lincoln Financial Advisors
Robert M Campbell Wells Fargo Advisors LLC
John Carnes Edward Jones
Mark William Christofferson Wells Fargo Advisors LLC
John Claxton Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 18
William H Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
Travis Cook Travis CookAvant Garde Advisors
David Arthur Cooper Edward Jones
Tony Coppola The Milestone Group
John R Cormey CoBiz Wealth
James Bryan Cornehlsen Capstone Investment Financial Group
Jonathan D Cox Morgan Stanley
Jordan Curry Morgan Stanley
Patty Delucas Wells Fargo Advisors LLC
Warren Greg Denewiler Denewiler Capital Management
Neil P Dermody Wells Fargo Advisors LLC
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Edward Dickey INS Capital Management
Angus Elder Dillon Wells Fargo Advisors LLC
Robin A Dillon Wells Fargo Advisors LLC
Phil Dispense Morgan Stanley Page 12
Matthew Dolan Edward Jones
Neil Draxler Edward Jones
Greyson Drexel Wells Fargo Advisors LLC
Stephen Drexler Wells Fargo Advisors LLC Page 14
Steve Durman Wells Fargo Advisors LLC
Todd A Dussex LPL Financial
Melissa Dyer Raymond James Page 17
David Huber Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC
Steven Ehrman LPL Financial
Geoff Eliason Peak Capital Management
Steve Ellis Colorado Capital Management
Trevor J Emery ACM Wealth Solutions
Galina Y Esterby Morgan Stanley
Nanette Fahrenbruch Edward Jones
Robert Farris Wells Fargo Advisors LLC
Richard Fishel The Fishel Group
Gustin D Fox-Smith Fox-Smith Wealth Management
Kirk Aaron Freedle Innovative Financial Partners
Brian Friedman GHP Investment Advisors
Mark Frohlich Wells Fargo Advisors LLC
Marc Gaudreault Western Wealth Advisors
Geoffrey Todd Gervasini Wakefield Asset Management
Bob Gibson Edward Jones
David Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Jason Kessler Gocke Edward Jones
Kevin James Goldin Morgan Stanley
Stephen Gordon Cornerstone Asset Management
Mark Griffin Wells Fargo Advisors LLC
Elbert Clark Griggs Griggs Wealth Management
Randy R Grose Cherry Creek Retirement Advisors
Edgar George Aaron Gumbiner Marathon Investment Management
Robert Guthrie Merrill Lynch
Melanie Hanby Asset One
Beth Haney Edward Jones
David Hansen Meridian Wealth Management
Guy Harris Edward Jones
Theodore Harris The Milestone Group
Robert L Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley
Tara Hefty-Hume Peak Asset Management
Katherine Heidtbrink Wells Fargo Advisors LLC
Lynn Zickefoose Hendricks Hendricks Financial Services
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Philip Holbert Robert W Baird amp Company
Michael J Hood Morgan Stanley Page 19
Jeffrey Huff Redpoint Capital Management Page 17
Kyle Hurt Lifetime Capital Management
Jeffrey Hutcheson Edward Jones
Eric Jasper Edward Jones
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 7
Nicholas Ryan Jones Morgan Stanley
Steven T Jones Tenacity Investment Group
Robert Hunter Junge Hunter Retirement amp Wealth Management
Linda S Kalat Morgan Stanley
Laurence J Kandel Obermeyer Asset Management Company Page 18
Brandon Kane Wells Fargo Advisors LLC
Craig Lee Kinnunen Janiczek amp Company
Eric Koeplin The Milestone Group
Leon Koob Wells Fargo Advisors LLC
H Scott Koplar Ameriprise Financial Services Inc
Joseph Kozmata Raymond James Page 16
David Kraatz Morgan Stanley
Bradley Kreidle Mainline West
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Porter Landreth Asset One
Leasha K Larsen Edward Jones
Brian C Larson Edward Jones
Daniel Kit Lassen Ameriprise Financial Services Inc
Lori Taylor Lawrence Western Equity Group
Timothy Lawrence Millennium Portfolio Advisors
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
Mark Liley Wells Fargo Advisors LLC
Christopher Long Ameriprise Financial Services Inc
Brad A Lundberg Edward Jones
Bruce Lutz MetLife
Andy Lyford Charlton Investment Services
Christopher Ryan Lynett Wells Fargo Advisors LLC
Tupper MacDowell Robert W Baird amp Company
Leslie A MacGuire LPL Financial
Peter Noel MacMillan Edward Jones
Gary Mangelsdorf LPL Financial
Ted J Manzanares MetLife
Keith O Marks Openheimer amp Company
Raphael Andre Martorello LotusGroup Advisors
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
FSbull23
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
Award winners listed by primary services and listed alphabetically by last name
Tanya Rebekah Mathews Meridian Wealth Management
Roger D Maurer Maurer amp Associates Page 10
John McCorvie Peak Asset Management
Colin Michael McCoy CGC Financial
Janet L McCoy Seal Financial Services Page 2
Michael McDonald LPL Financial
Richard C McDowell LPL Financial
Brent McGibbon McGibbon Asset Management Page 12
David W Mckinlay David W Mckinlay ChFC
Patricia Anne McNamara Cherry Creek Investment Advisors
Brandy Shera Merriam Ameriprise Financial Services Inc
Craig Louis Miller Morgan Stanley
Lauretta C Moell Wells Fargo Advisors LLC
Rebecca Moreland Robert W Baird amp Company
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management
John P Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Jesse Brooks Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Thomas V OrsquoDonnell Ameriprise Financial Services Inc
Adam OrsquoHair Edward Jones
Mike Oakes Wells Fargo Advisors LLC Page 19
James M Olson Morgan Stanley
David L Overton Halbert Hargrove Global Advisors
Jay Oyer Merrill Lynch
Mark Paller Paller Financial Services Page 15
Daniel Palm Robert W Baird amp Company
Michael Arris Pappas LPL Financial
Christopher Parsons Wells Fargo Advisors LLC
David C Partheymuller The Normandy Group
Edward William Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Craig Perkins CDP Financial
Roy Persky LPL Financial
Kirk R Peterson Peterson Financial Services
Bryan Pieper Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Victoria Lynne Pinder VP Financial Options
Patrick Eugene Pogue Edward Jones
Gary Poling Raymond James
Brent Powell GWN Securities
Mitchell Powers Investment Security Group
Julie F Pribble CoBiz Wealth
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 16
Walter John Rasmussen Morgan Stanley
Natalie Robbins Edward Jones
Bret Allen Roberts Morgan Stanley
Richard Rust Investment Security Group
Richard Sage LPL Financial
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Catherine Stahl Scheuber LPL Financial
Shelley Schlossberg CastleMountain Financial Page 18
Stacia Schmalzer MetLife
Max Scholfield Scholfield Wealth Management
David Schreiber Edward Jones
Kathleen Scott Cherry Hills Investment Advisors Page 13
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones
Steven Setchfield Setchfield Associates
Andleib Seth LotusGroup Advisors
Lesley Shiffrin NTB Advisors
David Burns Siebert First Financial Equity Corporation
Scott W Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Timothy Soderquist Morgan Stanley
Ann Foster Sparks Wells Fargo Advisors LLC
Eric J Srodulski Edward Jones
Richard Alan Stonger Merrill Lynch
William Stordahl Stordahl Capital ManagementWells Fargo Financial Network LLC
Jeffrey R Stotler Edward Jones
Paul Stratton Edward Jones
Adam Jason Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Greg Stringari Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Lee Strongwater Colorado Capital Management Page 19
Peter Lee Swanson Edward Jones
Theodore Swenson LPL Financial Page 19
Jeffrey Swingle Edward Jones
Eric Swope Ameriprise Financial Services Inc
Hony Mahone Tarrall NewWest Advisors
Scott Taylor Value Financial Advisers
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Betsy Thorpe Wells Fargo Advisors LLC
Dustin Tidwell Latitude Financial Group
Herman Tiemens II Wells Fargo Advisors LLC
Kristy Tochihara Morgan Stanley Page 13
Richard Todd Innovest Portfolio Solutions
Vernon Lee Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
Charles Turner The Mutual Fund Store
Martha Turner Edward Jones
David Twibell Custom Portfolio Group
Vincent William Valentine First Financial Strategies
Carin Wagner GHP Investment Advisors
Victor M Walker Wells Fargo Advisors LLC
Chester Wallace Quintus Financial Services
Greg Wambolt Wambolt amp Associates Page 18
Jeff J Warren Wells Fargo Advisors LLC
Robert Webster Webster Investment Advisors
Richard E Weintraub Meridian Wealth Management
Ward Welles Wells Fargo Advisors LLC
Noel Todd Wickwar Morgan Stanley
Chad A Williams Aveo Capital
Don K Williams WMS Financial Group
TH Williams Wells Fargo Advisors LLC
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Matthew Edward Winter Wells Fargo Advisors LLC
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Todd Warren Young Edward Jones
Michael G Zahler Wells Fargo Advisors LLC
Steven Zahorik Wells Fargo Advisors LLC
Curtis A Zeigler Capital Management Group
Jonathan Zeschin Essential Investment Partners
Matthew Ziereis Wells Fargo Advisors LLC
TaxationBruce Bendell Transitions Wealth
Management
Alan Piehl Alan R Piehl CPA
Trust ServicesRichard W Phillips Wells Fargo
Advisors LLC
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SPECIAL ADVERTISING SECTION
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Five Star Accounting and Estate Planning ProfessionalsHow do you find an accounting or estate planning professional with experience who has a good base of cl ients 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
accounting and estate planning professionals who satisfy 10 objective eligibility and e v a l u a t i o n c r i t e r i a A m o n g m a n y distinguishing attributes the average one-year client retention rate for this yearrsquos award-winning certified public accountants is more than 96 percent Meanwhile our winning estate planning attorneys clock an average of 78 percent of their hours as billable
The 2014 Five Star Certified Public Accountants and Estate Planning Attorneys are a select group representing less than 1 percent of the certified public accountants and 3 percent of the estate planning attorneys in the Denver area
Although this list is a useful tool for anyone looking for help with accounting or managing their estate it should not be considered exhaustive Undoubtedly there are many excellent accounting and estate planning professionals who for one reason or another are not on this yearrsquos list Self-nominations for this award are not accepted Denver award candidates were identified using internal and external research data
AWARDA Select
Award candidates who satisfied the following objective eligibility and evaluation criteria were named 2014 Five Star Certified Public Accountants or Estate Planning AttorneysOF AWARD WINNERS
Determination
Regulatory ReviewAs defined by Five Star Professional the accounting or estate planning professional 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 candidate Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists
bull Each candidate who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed abovebull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a potential winnerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use taxation or estate planning services in order to provide consumers the
opportunity to submit complaints regarding a potential winner
Eligibility Criteria ndash Required1 Credentialed licensed attorney 2 Actively employed as a credentialed professional in
the estate planning services industry for a minimum of five years
3 Favorable regulatory and complaint history review 4 A minimum of 50 percent of practice focus on estate
planning services 5 Accepting new clients
Evaluation Criteria ndash Considered 6 Number of transactions in last 12 months 7 Number of client households served 8 Industry and board certifications 9 Education and professional designations 10 Pro bono activities
Estate Planning AttorneysEligibility Criteria ndash Required 1 Credentialed Certified Public Accountant (CPA)2 Actively employed as a credentialed professional in
the accounting services industry for a minimum of five years
3 Favorable regulatory and complaint history review4 Accepting new clients5 Spend more than 50 percent of their time on taxation
or other accounting services
Evaluation Criteria ndash Considered6 One-year client retention rate7 Five-year client retention rate8 Number of clients served9 One-year billing realization rate10 Educat ion and profess ional des ignat ions
certifications
Certified Public Accountants
2014 Denver
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SPECIAL ADVERTISING SECTION
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
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Daniel C Doherty
357 Main StLongmont CO 80501
Phone 303-532-2880Fax 303-532-2990dandanieldohertylawcomwwwdanieldohertylawcom
bull Estate planning taxation wills and trusts bull Estate probate and trust administration bull Business formation and succession planning
How Might We Be of Service to You
Never has a client asked that their estate or business planning be complicated diffi cult to understand or costly Everyone wants to keep it simple Unfortunately onersquos circumstances may require us to shift further up the continuum of complexity to resolve the challenge I strive to communicate with my clients in plain English to enable them to fully understand the pros and cons of the options available and the planning I propose
Juris DoctorateMaster of Laws of Taxation
Mira Fineacute
1999 Broadway Ste 4000Denver CO 80202
Offi ce 303-298-9600mfi neheincpacomwwwheincpacom
bull Service rooted in integrity listening and respectbull Technical knowledge to achieve identifi ed goals bull Independent thinking to provide objective advice
Connecting With Clients to Reach Their Goal
Mira has the ability to connect with clients and maintain open and constant communication to help drive decisions Using a solutions-based approach ideas and thoughts are shared in a collaborative environment with the focus on what is best for the client Mira believes various perspectives and points of view are important in achieving the best outcome which ultimately leads to prosperous and satisfi ed clients
Partner National Director of Tax Services
Ryan Senger
6000 Greenwood Plz Blvd Ste 125Greenwood Village CO 80111
Direct 303-488-7575Offi ce 303-488-7570RyanBorchardtSengercomwwwBorchardtSengercom
bull Comprehensive tax compliance servicesbull Intelligent tax planning strategiesbull Expert support for high-net-worth clients
Level of Service You Deserve
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 15 years of public accounting experience He has extensive experience working with partnerships S corporations and individuals Our fi rmrsquos focus is to provide accurate and timely advice to assist our clients in making informed business and personal tax decisions
Partner CPA MT
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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SPECIAL ADVERTISING SECTION
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Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
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Success requires
patience discipline
and diligence
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Award winners listed by primary services and listed alphabetically by last name
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
AccountingMarilyn Burnside Marilyn R
Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey and Company Professional Corporation
Mona Feeley WhippleWood CPAs
Mira Fineacute Hein amp Associates Page 25
Brenda A French Brenda A French CPA
Lenae Jackson May Jackson Hendrick
Gary Jacobs Gary A Jacobs and Associates
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Eric Lake Holben Hay Lake Balzer CPAs
Daniel Noven Noven amp Associates
Alan Piehl Alan R Piehl CPA
William Rooney Crowe Horwath
Ken Saliman Smith Brook Bolshoun amp Company
Mark L Sanders Mark L Sanders CPA
Michael V Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates Page 25
Joey Simon Smith Brook Bolshoun amp Company
Ernest Villany Boulder Valley CPAs
Donna J Ward Ward amp Associates CPAs
Richard Whipple WhippleWood CPAs
Gregory Zick Zick Business Advisors
Estate PlanningMichael Bland Bryan Cave
James W Buchanan III Buchanan amp Stouffer
Nancy R Crow Pendleton Wilson Hennessey amp Crow
Frank J Danzo III Chayet amp Danzo Page 26
Daniel Doherty Doherty Law Office Page 25
John Eckstein Fairfield and Woods
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
William Krems Davis Graham amp Stubbs
James Littlepage James Littlepage Law Offices
Nathan Merrill Goodspeed amp Merrill
David Osterman Osterman Law Firm
Jane Paddison Jane Caddell Paddison
Kristin Pineiro Wallace Scott
Daniel Rich Steele Street Bank amp Trust
Timothy Scott Wallace Scott
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 26
650 S Cherry St Ste 710Denver CO 80246Office 303-355-8500FrankColoradoElderLawcom
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
EstateBusiness Planning Elder Law
600 17th St Ste 2800Denver CO 80202Office 303-226-5861kzaloudekmshzlawcomwwwmszhlawcom
Kevin Zaloudek
Mills Schmitz Halstead amp Zaloudek has built a reputation of providing legal services without the customar y overhead of a typical law firm With practice areas ranging from tax and litigation to real estate and IP law Mills Schmitz Halstead amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
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SPECIAL ADVERTISING SECTION
2014 Fiv
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Vasil W AllabashiComprehensive Financial Services and Wealth Management
Areas of Focus Comprehensive Financial Services Wealth Management Business Planning and Support Insurance Planning Retirement Planning
Left to right Front row Two-year winner David Keller Rico Nelson two-year winner Vasil Allabashi Lyle Domenitz and three-year winner Karen Jessey
Back row Jeremy Clark Robert Fillmore and Rex Thatcher
bull Innovative wealth creation accumulation and spending strategiesbull Teams of specialists to coordinate your wealth with business estate and tax objectives
Wealth Strategies Group (formerly VW Allabashi amp Associates LLC) is a complete fi nancial services fi rm incorporating the unique insights developed by Vasil Allabashi during his 54 years in the insurance and fi nancial services industry A premier member of the Denver fi nancial services community since 1987 Wealth Strategies Group specializes in the development and enhancement of client planning by ensuring proper
coordination between all fi nancial assets With a senior management team of 15 WSG assists individuals families and business owners in navigating through all aspects of their fi nancial world employing a most distinctive set of strategies and tools to create a clear and exciting map for building and protecting wealth
Wealth Strategies Group6455 South Yosemite Street Suite 300 bull Greenwood Village CO 80111
Phone 303-770-9020 bull Fax 303-488-9070wwwwealthsgcom
Securities productsservices and advisory services are offered through Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS)6455 S Yosemite Street Suite 300 Greenwood Village CO 80111 (303) 770-9020 Wealth Strategies Group is not an affiliate or subsidiary of PAS PAS is a member of FINRA SIPC
Neither PAS nor its subsidiaries agents or employees provide tax or legal advice you should consult your tax or legal advisor regarding your individual situation
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Kean O BoucherA Comprehensive Independent and Unbiased Approach
Three-year winner Kean O Boucher Private Wealth ManagerLPL Branch Manager
bull Comprehensive wealth managementbull Personalized estate planningbull 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 investingenvironment 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
4600 South Syracuse Street Ninth Floor bull Denver CO 80237319 Main Street Suite 301 bull Carbondale CO 81623 | 709 East Railroad Avenue bull Fort Morgan CO 80701
Toll-free 800-318-8840keanboucherlplcom bull wwwboucherwmgcom
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliatesAdvertisement sponsored in part by Lincoln Financial Distributors
Not NCUA Insured Not Credit Union Guaranteed May Lose Value
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Hemmings Group at Morgan StanleyExcellence in Wealth Management
Asset ManagementAccess to Lending ServicesWealth Protection
Left to right Adam Goble Financial Advisor Joyce Moreno Senior Registered Associate two-year winner G Bruce Hemmings Senior Vice President Wealth Management Senior Portfolio Management Director
Financial Advisor Brandy Carlson Registered Associate Gary Edgar Financial Advisor
bull Comprehensive wealth management and fi nancial planningbull Personalized portfolio management for high-net-worth clientsbull Multigenerational family focus and custom-tailored solutions
For 34 years and counting individuals and organizations throughout northern Colorado have looked to The Hemmings Group led by two-time Five Star award winner Bruce Hemmings to provide customized fi nancial strategies to help meet their fi nancial objectives They provide comprehensive wealth management strategies a disciplined investment process and clear communication to create a customized fi nancial strategy designed to meet their clientsrsquo fi nancial goals
6125 Sky Pond Drive Suite 100 bull Loveland CO 80538Office 970-776-5501 bull Toll-free 866-749-5423wwwmorganstanleyfacomhemmingsgroup
copy2014 Morgan Stanley Smith Barney LLC Member SIPC
PhilosophyTherersquos no substitute for experience and integrity
Client approachPlanning-based needs-driven
Industry experienceG Bruce Hemmings 34 years
Five Star award winnerG Bruce Hemmings 2012 2014
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Garret T JettYour Wealth Your Future Our Focal Point
Areas of Focus Wealth Management Financial Planning Tax Preparation Risk Mitigation Strategies
Left to right Kathleen Leopold three-year winner Garret Jett Financial Advisor Gregory Dexter Financial Advisor three-year winner Ryan Murphy Financial Advisor
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
bull We aim to steward business with Christian values and beliefs
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 The goal of this system is to provide you with the confi dence needed to navigate through the ldquonew-normal economyrdquo and prepare for the certainty of uncertainty in life We inform our clients on their investment options for the issues that matter most while adhering to our integrity and ethics
10375 Park Meadows Drive Suite 125 bull Lone Tree CO 80124Office 303-222-2612 Ext 2612 bull Toll-free 800-332-9222 Ext 2612
gjettampfcom bull ameripriseadvisorscomgarrettjettInvestors 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 Asset allocation does not assure a profit or protect against loss in declining markets
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SPECIAL ADVERTISING SECTION
2014 Fiv
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Trailhead Wealth Management LLCService Advice Simplicity
Helping Our Clients Pursue Their Desired Quality of Life
Left to right Ryan Holocher Client Associate 2014 winner Greg Stringari PartnerSenior PIM Portfolio Manager Candace Gardner Branch Administrator Sarah Giammaria Marketing Associate Audrey Ingram Operations Manager
2014 winner Bryan Pieper PartnerSenior PIM Portfolio Manager
bull We believe that clientsrsquo interests come before our own and that transparency is keybull Comprehensive wealth management begins with a plan that is reviewed oftenbull The simplest strategy may often be the best to accomplish your goals
Trailhead Wealth Management LLC is a private investment and wealth management fi rm located in Louisville Colorado founded by Bryan Pieper amp Greg Stringari The Trailhead team has set out to create a new standard in the fi nancial services industry focused on high-quality client service knowledgeable
advice from experienced and reliable advisors and simple easy-to-understand plans to help our clients reach their fi nancial goals With 70-plus years of combined experience our services range from investment and portfolio management to college retirement and insurance planning
801 Main Street Suite 300 bull Louisville CO 80027Office 720-625-3300
wwwtrailheadwmcom
Investment products and services are offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Wells Fargo Advisors is the trade name used by two separate registered broker-dealers Wells Fargo Advisors LLC and Wells Fargo Advisors Financial Network LLC Members SIPC non-bank affiliates of Wells Fargo amp Company
Trailhead Wealth Management LLC is a separate entity from WFAFN [CAR 0814-05123]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Bruce G Allen
Making Your Wealth Work for You
Three-year winner Bruce Allen President AIFAreg CIMAreg CPWAregGeneral Securities Principal
bull We build manage protect and transition wealth for our clients
bull Our process starts and fi nishes by listening to you
bull We then provide independent objective unbiased and cost-eff ective solutions
We help clients build manage protect and transition wealth
I created Bruce G Allen Investments LLC to help our clients build manage protect and transition their wealth We take a comprehensive approach to wealth management by touching on the four cornerstones of investments credit and liability
management risk management and estate and trust matters We do all of this so that we can help our clients create a sense of well-being prosperity and peace of mind
370 17th Street Suite 3580 bull Denver CO 80202Office 303-592-5535 bull Fax 303-592-5534
ballennationsfgcom 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
Bruce G Allen Investments LLC
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Jerry L GruberJody Hinsey
A Comprehensive Integrated Disciplined Approach
bull A strategy-fi rst approach
bull Dedicated and unbiased service and advice
bull Building lasting client relationships
Left to right Terri Tillotson Offi ce ManagerExecutive Assistant 2014 winner Jody Hinsey Partner three-year winner Jerry L Gruber Certifi ed Wealth Strategist CLUreg ChFCreg CWS OwnerPartner Mary Ann Perez Marketing Coordinator
We are an independent fi nancial planning fi rm and 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 104Englewood CO 80112
Offi ce 303-290-6113Toll-free 888-290-6117
jgrubergreenbookwmcomjodygreenbookwmcomwwwgreenbookwmcom
Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inc
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCOthree-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the third straight year
4600 South Syracuse Street Suite 1060Denver CO 80237
Offi ce 303-757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Financial Dynamics LLC
Guiding Clients Toward Financial Independence Since 1993
bull Wealth management specialists
bull Risk management specialists
bull Business planning specialists
Left to right Three-year winner Christopher P Bruhl CLUreg ChFCreg CFPreg Wealth Advisor Holly Jones Operations Manager 2014 winner Adam W Hall CFPreg Wealth Advisor
Our goal is to coordinate both investment management and risk management strategies crafting eff ective multidisciplinary fi nancial plans for business owners and those that value fi nancial independence 14143 Denver West Parkway Suite 510
Golden CO 80401
Offi ce 720-445-7294Offi ce 303-942-1717
christopherbruhllplcom myfi nancialdynamicscom
Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Stephanie E Gudka
Comprehensive Financial Services and Asset Management
bull Understanding your goals and fi nancial values
bull Developing strategies tailored to your needs
bull Delivering a high level of personal service
Left to right Coleen Crews CFS Registered Sales Assistant 2014 winner Stephanie E Gudka CFPreg CFS Executive Financial Advisor Laura Saunders CFS Registered Representative
Stephanie Gudka has provided her clients with dedicated unbiased personalized service and advice for more than 20 years Her experience and independence allow her to off er an objective approach to serving all of your asset needs including investments insurance estate and retirement planning Stephanie and her team can help you make informed decisions about your investment strategy and guide you toward reaching your fi nancial goals
Several locations to serve you Thornton Northglenn and Westminster
8851 Harlan StreetWestminster CO 80031
Offi ce 303-487-8466
cfs-sgudkabellcoorg wwwbellcoorgstephanie-gudka
Investment products and services offered through CUSO Financial Services LP (CFS) are not NCUANCUSIF insured are not credit union guaranteed and may lose value
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Ron Zimmermann Financial Advisor Manda Neuman Client Service Associate three-year winner Phil Dispense Financial Advisor Kaitlin Inchauspe Registered Associate two-year winner Gary Peterson Financial Advisor
The philosophy of the Falcon Group is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while seeking to provide our clients with an acceptable rate of return We manage portfolios tactically with the objective of controlling risk and generating returns consistent with the customized goals and objectives of our clients Phil Dispense Five Star award winner 2012 2013 and 2014 Gary Peterson Five Star award winner 2012 and 2013 Ron Zimmermann Five Star award winner 2012 and 2014
370 17th Street Suite 2800 Denver CO 80202
Offi ce 303-572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstance from an independent tax advisor copy2014 Morgan Stanley Smith Barney LLC Member SIPC
McGibbon Asset Management
Customized and Personalized Wealth Management
bull Formulating investment strategies that are comfortable for your risk tolerance
bull Our quality fee-based-only management eff ectively aligns your success avoiding the confl ict of interest that comes from prepackaged investments
Left to right 2014 winner Brent McGibbon CIO Mark Stromberg Independent Sales Director
With a strong market understanding McGibbon Asset Management brings both discipline and structure to your portfolio Your investments stay on track with your long-term strategy We remove the emotion from investing by fi ltering through market information available and advising changes to your portfolio only when they are consistent with your specifi c investing goals Your money will be closely managed in-house using a fundamental value investing strategy
McGibbon Asset Management8400 East Prentice Avenue Suite 1360
Greenwood Village CO 80111
Offi ce 303-757-8623 Cell 303-378-4249
bmcgibbonmcgibbon-assetcom wwwmcgibbon-assetcom
McGibbon Asset Management is an independent advisor that is registered with the State of Colorado
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Three-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Senior Registered Associate
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 27 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 24 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120Boulder CO 80302
Kristy 303-545-1844Noel 303-545-1845
kristytochiharamorganstanleycomwwwmorganstanleyfacomtochiharaculberson
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Cherry Hills Investment Advisors IncHelping You Navigate Your Financial Future
bull Dedicated professionals with decades of experience and training
bull Comprehensive investment management and fi nancial planning advice
bull Serving the Colorado community since 1999
Left to right Seated Chelsey Knight Client Services Manager 2014 winner Kate Scott CFPreg CPA Principal Standing Elisabeth Jacobson Investment Advisor 2014 winners Valerie Antonioli CFPreg Principal and Susie Johnston CFPreg Principal and Founder
Cherry Hills Investment Advisors is a wealth management fi rm that works with individuals families and small businesses to design and implement personalized fi nancial strategies Throughout each lifecycle event we serve as our clientsrsquo fi nancial advocate and provide thoughtful counsel on a wide range of wealth management issues We welcome this opportunity to further introduce our fi rm
8400 East Prentice Avenue Suite 1010Greenwood Village CO 80111
Offi ce 303-703-4560
infochiaplancomwwwchiaplancom
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Drexler Groupof Wells Fargo Advisors
bull Disciplined portfolio risk management
bull Process-driven results
bull Personalized goals-based wealth management strategies
Left to right Frank Djonbalaj Mick Pepper Susie Kaufman 2014 winner Stephen Drexler Je Byers
Our focus at the Drexler Group is to simplify enhance and preserve our clientsrsquo fi nancial well-being We hold ourselves to the highest level of accountability as we work in partnership with our clients helping them reach their fi nancial goalsOur belief is that ldquodiscipline is more important than convictionrdquo when it comes to managing risk
102 South Tejon Street Suite 1000 10th FloorColorado Springs CO 80903
Offi ce 719-636-8000Direct 719-636-8044
stephendrexlerwfadvisorscom wwwthedrexlergroupcom
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02994]
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
Top five questions that wealth managers want clients to answer
From research conducted by Five Star Professional April 2011
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce 303-200-1441Cell 719-210-6817toddwarburtonraymondjamescomFrontRangeFinancialConsultingcom
bull Retirement planningbull Custom portfolio managementbull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPCThis award is bestowed by an independent third-party organization not affiliated
with Raymond James
Senior Vice President ndash Investments Branch Manager
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce 303-689-7424Toll-free 800-991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 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
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial 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
Private Wealth AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
Patricia Kummer
8871 Ridgeline Blvd Ste 100Highlands Ranch CO 80129
Offi ce 303-470-1209patkummerfi nancialcomwwwkummerfi nancialcom
bull Creating ethical solutions for 28 years bull Objective personal guidance bull Tailored wealth accumulation strategies
Creating Financial Peace of Mind
KFS is a dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Come experience our full-service personal attention to your specifi c needs We provide fi nancial services education and advice to professionals and families
CERTIFIED FINANCIAL PLANNERtrade
Mark R Paller
68 Inverness Ln E Ste 203Englewood CO 80112
Offi ce 303-858-0045markpallerpallerfi nancialcomwwwPallerFinancialcom
bull Established in 1997 bull Independent and transparent bull Operates under a fi duciary standard
You Are the Only One Who Counts
Paller Financial is dedicated to asking the tough questions of why how and what if By doing so we increase the probability of executing a successful fi nancial plan Our work is designed to manage risk secure appreciation and create regular income Integrated with the proper legal documents the outcome becomes self-evident
CPAPFS CFPreg CLUreg ChFCregcopy Five
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Tom Abboud
6383 S Rifl e StAurora CO 80016
Offi ce 720-252-6004TomAbboudLPLcomVeritasfi nancialplanningcom
bull Truthful honest and upfront on everything bull First priority is your fi nancial success bull Customized fi nancial plans that fi t you
Veritas Noun Latin Meaning Truth
The pursuit of meaningful goals is something we all share Whether yoursquore planning for retirement to fund education for your children or grandchildren or to leave a legacy for the next generation Veritas Financial Planning can help you succeed With an understanding of individual needs and goals we will implement a personalized wealth management plan then monitor and adjust it as necessary to help you achieve those goals
LPL Financial Planner
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
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade professional 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 CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 2013 and 2014
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC This award is bestowed by an independent third-party organization not affiliated with Raymond James
CFPreg CFAreg
Sandon Purcell
Purcell Capital Management 5299 DTC Blvd Ste 210Greenwood Village CO 80111
Offi ce 303-800-3350Toll-free 888-338-4713
sandonpurcellwfafi netcomwwwpurcellcapitalcom
bull More than 60 years of combined experiencebull Multigenerational servicesbull Dividend-oriented income strategies
A Team Approach to Assist
It is our mission to always be committed to our core values of client service integrity and honest advice Because we have the support of a large fi rm such as Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone we believe we are able to off er our clients the very best possible experience Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate of
Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0814-05500 ]
Branch Manager
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80209Phone 303-331-6434elizabethovoyafacom wwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
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 makes 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 o ered through Voya Financial Advisors Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by Voya Financial Advisors
Financial Advisor MBA University of Colorado
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
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Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone 303-792-7340 Ext 2Direct 720-209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
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 CERTIFIED FINANCIAL PLANNERtrade 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 Five Star Wealth Manager 2012 2013 and 2014 Securities o ered through Raymond James Financial Services Inc Member FINRASIPC This award
is bestowed by an independent third-party organization not a liated with Raymond James
CFPreg MBA
Mark Sindrich
1490 S Pearl StDenver CO 80210
Offi ce 303-744-8899Toll-free 800-825-8259infosindrichcomwwwsindrichcom
bull Clarity confi dence consensus accountabilitybull Answers to the what-ifs that keep you up at nightbull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions that are clear and simple to each of our clientsrsquo unique fi nancial needs We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be o ered through NFP Advisor Services LLC Member FINRASIPC NFP Advisor Services LLC is not a liated with Sindrich amp Associates
CERTIFIED FINANCIAL PLANNERtrade
Dennis A Leonida
Raymond James Financial Services Inc 8400 E Prentice Ave Ste 1100Greenwood Village CO 80111
Offi ce 303-629-7500Toll-free 800-268-2689
dennisleonidaraymondjamescom
wwwraymondjamescomcfg
bull Comprehensive fi nancial planning bull Business continuity planning bull Employee benefi ts planning
Personalized Financial Planning
Our mission is to create an innovative client experience Through our tireless client service and industry-leading research we focus on assisting our clients in not only defi ning their fi nancial goals but more importantly developing a plan to achieve them
Securities offered through Raymond James Financial Services Inc Member FINRASIPCThis award is bestowed by an independent third-party organization not affiliated with
Raymond James
ChFCreg CLUreg
Jeffrey T Huff
6400 S Fiddlerrsquos Green Cir Ste 1840Greenwood Village CO 80111Offi ce 720-963-6120Cell 303-888-5511jeff reyhuff wfafi netcom
bull Highly personalized service and advice bull Customized portfolio management bull Retirement income and risk management
Professional Advice With Integrity
For over 26 years Jeff has provided his clients with customized comprehensive wealth management strategies and unbiased advice Talk to us if you seek a rich honest dialogue about your individual investment goals and challenges
Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate
of Wells Fargo amp Company Redpoint Capital Management is a separate entity from WFAFN [CAR 0914-02327]
President Branch Manager
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
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ealth M
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
23596 Currant DrGolden CO 80401Phone 303-384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
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
CFPreg President LPL Registered Principal
CastleMountain Financial Services Inc
3200 Cherry Creek S DrSte 480Denver CO 80209Phone 303-733-4305lonnyobermeyerassetcomwwwobermeyerassetcom
Laurence J Kandel
I would like to thank our wonderful clients for their continued loyalty
Rankings andor recognition by una liated rating services andor publications should not be construed by a client or prospective client as a guarantee that heshe will experience a certain level of
results if Obermeyer is engaged or continues to be engaged to provide investment advisory services nor should it be construed
as a current or past endorsement of Obermeyer by any of its clients A copy of Obermeyerrsquos current written disclosure statement discussing its advisory services and fees is available upon request
Vice President Investments and Client Advisory
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office 720-836-4534
David W Moritz
I work one-on-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
Financial Advisor CFPreg
2229 S Joliet Way Aurora CO 80014 Direct 303-306-6639 katiecollinslplcom wwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 30 years of experience mdash Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
4419 Orofino CtCastle Rock CO 80108Office 303-663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
An Ameriprise Platinum Financial Servicesreg practice I help my clients plan for their dreams through a comprehensive financial planning approach and long-term investment 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
Financial Advisor CFPreg CLUreg
7665 E Windford StParker CO 80134Office 303-805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams works with high-net-worth individuals family offices and business owners to build sophisticated investment portfolios containing stocks bonds and other asset c lasses that emulate the endowment-style investing employed by large institutional investors
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Myers Financial Limited650 S Cherry St Ste 1250Denver CO 80246Office 303-393-0340Cell 303-319-1752lesliemyerslplcomwwwlplcomlesliemyers
Leslie A Myers
Leslie Myers treats her clients as partners in the investment and management of their assets Her personal touch which focuses on the individual as well as the family needs and wants has enabled her to generate new clients while maintaining a loyal clientele for many years
Securities o ered through LPL Financial Member FINRA SIPC
CFPreg MBA CLUreg ChFCreg LPL Financial Planner
13976 W Bowles Ave Ste 200Littleton CO 80127Office 720-962-6700Cell 303-808-4767wwwwamboltandassoccom
Greg Wambolt
Truth is wealth wonrsquot manage itself Reaching your goals takes a team dedicated to you mdashnot to their firm Our process is proven to identify planning gaps reduce complexity and deliver the best rate of return possible Itrsquos why successful people call on us to grow and protect their wealth Greg ldquoFinish Strongrdquo Wambolt is a f ly fisherman and a sport clay shooter
CFPreg CLUreg ChFCreg
If yoursquore in this business for money
alone you will never make it You have to
genuinely want to make a difference in your
clientsrsquo lives
mdash Five Star award winner
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
e Star W
ealth M
anag
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1801 13th St Ste 200Boulder CO 80302Office 303-541-2047michaeljoakeswellsfargocom
Mike Oakes
For nearly a decade Mike has helped clients implement investment strategies and feel confident in their financial decisions Contact Mike Oakes for a consultation
Wells Fargo Advisors LLC Member SIPC is a registered broker-dealer and a separate non-bank a liate of Wells Fargo amp Company
[CAR 0814-03128]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor
5610 Ward Rd Bldg 100 Ste 110Arvada CO 80002Office 303-393-2456tedswensonlplcomswensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
Denver CO 80202Office 720-399-5555Cell 720-495-1317DerekETriumphCapitalManagementcomTriumphCapitalManagementcom
Derek N Eichenwald
Mr Eichenwald assists clients of Triumph Capital LLC on their l ifetime financial and strategic goals through sound asset management risk planning retirement planning and advanced estate planning techniques
1610 Wynkoop Street Suite 550 Denver CO 80202Securities o ered through JP Turner amp Company LLC (Member SIPC) JP Turner amp Company LLC is not a liated with Triumph Capital LLC
JPT090914-1519
CEO and Senior Investment Executive
8751 E Hampden Ave Ste B-10Denver CO 80231Phone 303-243-5722jimmyhassonlplcomwwwhassonfinancialscom
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 investment advisory retirement planning and education planning
Securities o ered through LPL Financial Member FINRASIPC
CERTIFIED FINANCIAL PLANNERtrade
4430 Arapahoe AveBoulder CO 80303Office 303-444-9300leecoloradocapcomwwwcoloradocapcom
Lee Strongwater
Integrity Quality Results
At Colorado Capital Management we seek to understand the purpose money serves for you before we put it to use We do this by listening and understanding what is most important and then by designing a prudent plan for you to achieve your cherished goals
Financial Advisor
5251 DTC Pkwy Ste 1500Greenwood Village CO 80111Office 303-925-9648michaeljhoodmorganstanleycommorganstanleyfacomhood
Michael J Hood
As your financial advisor I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve 2014 Five Star award winner
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP
(with ame design) in the US copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President CFPreg
7979 E Tufts Ave Ste 715Denver CO 80237Direct 303-689-7480nicolemayampfcomameripriseadvisorscomnicolemay
Nicole May
What are your dreams and goals for retirement I am passionate about working with my clients and want them to experience financial confidence now and in retirement It starts with a conversation discussing cash reserves debt management investments and taxes
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
Financial Advisor CERTIFIED FINANCIAL PLANNERtrade professional
7979 E Tufts Ave Ste 715Denver CO 80237Phone 303-689-7448raeyanexfarrellampfcomameripriseadvisorscomraeyanexfarrell
Raeyane Farrell
Whether itrsquos a long way off fast approaching or already a reality you have dreams and goals for your retirement I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs
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
MBA Financial Advisor
Wells Fargo Advisors LLC3200 Cherry Creek S Dr Ste 100Denver CO 80209Phone 303-248-0842Toll-free 800-777-1401DonnaBoenderWFAdvisorscom
Donna M Boender
Donna Boender CERTIFIED FINANCIAL PLANNERtrade 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 Visit wwwWFAdvisorscomdonnaboender
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02380 91514]
Senior Vice President ndash Investment Officer
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
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Star
Professional
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Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
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ww
wfivestarprofessionalcom
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Award winners listed by primary services and listed alphabetically by last name
Business PlanningMark Goodside Retirement
Solutions of Colorado
William E Roberts AUCTORIS
Bernard Taillon Triad Financial Group
Kerry Linn Walker Business Owner Solutions
Estate PlanningRichard H Hartmann AUCTORIS
Reid M Johnson MBA Wealth Management
Financial PlanningChad Aaberg Thrivent Financial
Thomas Abboud Veritas Financial Planning Page 16
Chad Michael Alevras Gregory amp Associates
Vasil W Allabashi Wealth Strategies Group Page 4
Gregory Robert Anderson GRAnderson Wealth Management Group
Valerie Antonioli Cherry Hills Investment Advisors Page 13
Nathan M Archuleta Summit Wealth Group
Craig Arfsten Prosperion Financial Advisors
Terri Ashton Townsend Retirement Specialists
Colleen Askew Knopinski amp Fauver Financial Advisors
Mark Autterson Win Advisor
Stephen Baker Ameriprise Financial Services Inc
Ali Barghelame Barghelame Wealth Advisors
Linda R Barker Ethos Financial PartnersAmeriprise Financial Services Inc
John T Barry Barry Financial Services
Jeffrey Bartleson Ameriprise Financial Services Inc
Bob Bastiaans Ameriprise Financial Services Inc Page 15
Dana Bath Aveo Capital
Tom Baumler Asset One
Richard Bellmar Bellmar Family Financial
Benjamin Wills Bender Raymond James
John R Bennett First Command Financial Planning
A Raymond Benton Benton amp Company
Amy Berk Ameriprise Financial Services Inc
David Billingslea Ameriprise Financial Services Inc
Matthew R Blake My Portfolio Guide
Mitchell Lewis Bloom Bloom Financial
Thomas Boh Robert W Baird amp Company
Steve Booren Prosperion Financial Advisors
Kean Boucher Boucher Wealth Management Group Page 5
Paula Boyka Raymond James
Carol Rogers Breglio Ameriprise Financial Services Inc
Michael J Broker Trilogy Financial Services
Mark R Brown Brown amp Tedstrom
Michael V Brown Morgan Stanley
JA Tyler Browning II The Browning Group II
James Roland Brubaker Exit amp Retirement Strategies
Stephen Brubaker Exit amp Retirement Strategies
Christopher P Bruhl LPL Financial Page 11
Stephanie Bruno SBWA
Matthew Carpinelli AFC Wealth Management Group
Madison Anne Carter Morgan Stanley
Karlton D Childress Sharkey Howes amp Javer
Loretta Chiofolo Ameriprise Financial Services Inc
Michael Cohen Lincoln Financial Advisors
Michael Anthony Coleman Ameriprise Financial Services Inc
Richard P Costner G5 Financial Group
Seth Davis RMB Capital
LeeAnn Day LPL Financial
Jordan Dechtman Jordan Dechtman Wealth Management
Louis M DeNiro Ameriprise Financial Services Inc
John Diak Oatley amp Diak
Christopher James Dietz Morgan Stanley
Jeffrey Donahue Donaco Financial Services
Kathleen Drake Ameriprise Financial Services Inc
Pamela Dumonceau Asset One
Robert Eberhardt AampI Financial Services
Mike Edwards Morgan Stanley
Deborah Eggleston The Partners Group
Derek Nathan Eichenwald Triumph Capital Management Page 19
Bret A Elliott Elliott Financial
Daniel D Ellis US Bancorp
Chad Ernzen The Mutual Fund Store
Jason Evans New England Securities
John Wayne Farlow Financial Abundance
Raeyane Farrell Ameriprise Financial Services Inc Page 19
Alexander N Feick Paragon Capital Management
Lawrence Finch G5 Financial Group Page 3
David Findlow Charles Schwab amp Company
Nelisha Firestone Firestone Financial Group
Keith Ryan Fisher Financial Designs
Andrew Flanscha Thrivent Financial
Tamara Fontenot Ameriprise Financial Services Inc
Scott Forsyth G5 Financial Group Page 3
Elyse D Foster Harbor Financial Group
Karl Frank AampI Financial Services
Kimberly Gieseler LPL Financial
James Graham IV Lincoln Financial Advisors
Gerald A Graham Sr The Timberline Group
Kathryn Greene UMB Private Wealth Management
Janet Greiner American Zang Investment Council
Aaron Grey Denver Money Manager
Robert Edmund Grey Denver Money Manager
Whitney Winslow Grimm Summit Wealth ManagementAmeriprise Financial Services Inc
Jerry L Gruber Greenbook Wealth Management Page 10
Stephanie Gudka CUSO Page 11
Eustis Habighorst Public Service Credit Union
Mimi N Hackley Sharkey Howes amp Javer
Adam Watson Hall LPL Financial Page 11
Lowell Hansen Schaefer Financial Management
Chad Michael Harmon AampI Financial Services
Michael J Harrington Morgan Stanley
Roger Harris R Kent Harris amp Associates
Jimmy Hasson Hasson Financial Page 19
Scott M Hauser Ameriprise Financial Services Inc
Ross Haycock Summit Wealth Group
G Bruce Hemmings Morgan Stanley Page 6
Stephanie Herdahl Lincoln Financial Advisors
Debra K Herrington Vision Financial Services
Jennifer Hilts First Command Financial Planning
Jody Hinsey Greenbook Wealth Management Page 10
Robert Hochstadt GHP Investment Advisors
Robert L Holland Jr Life Transition Planners
Kevin D Hollis First Command Financial Planning
Guy Wesley Holman TCI Wealth Advisors
Gregory Horstman Prosperion Financial Advisors
Brett Howard Cherry Street Partners
Lawrence E Howes Sharkey Howes amp Javer
Andrew C Inman Peoples Investment Professionals
Phil Jacobson Synergy Financial Partners
Joseph Janiczek Janiczek amp Company
Patrick Janssen Ameriprise Financial Services Inc
Joel B Javer Sharkey Howes amp Javer
Karen Jessey Wealth Strategies Group Page 4
Debra Marie Johnson Life Transition Planners
Susan Elizabeth Johnston Cherry Hills Investment Advisors Page 13
Marvin Kark MZ Kark and Associates
David Keller Wealth Strategies Group Page 4
Shawn Kelly Townsend Retirement Specialists
Gary Wayne Keyfauver Raymond James
Zachary Kibby Thrivent Financial
Harold W Kirschner Sharkey Howes amp Javer
copy Five
Star
Professional
copy Five
Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
FSbull21
Award winners listed by primary services and listed alphabetically by last name
Cain Kobert Rocky Mountain Wealth Management
Larry N Koenigsberg Raymond James
Patricia Kummer Kummer Financial Strategies Page 15
Paul Lambert Cherry Street Partners
Bruce Larsen Presidential Brokerage
David Lawyer First Command Financial Planning
Chad Leigh Exit amp Retirement Strategies
Dennis A Leonida Raymond James Page 17
Mark Levine US Bancorp Investments
Richard Jason Levine Synergy Financial Partners
Michael Lincoln Lincoln Financial Services
David Loos Charles Schwab amp Company
Ronald C Lottridge Catalyst Financial Strategies
Josh David Lozow Transitions Wealth Management
Tad Michael Lyle Planning Resources
Kimberly Kaye Maez Ameriprise Financial Services Inc
Adam Makkai Makkai Capital Management
Joel Thomas Martin Denver Money Manager
Quinn A Martinez Clear Creek Investment Services
Marla Mason Presidential Brokerage
Nicole May Ameriprise Financial Services Inc Page 19
Cris Robert McBride NFP Securities
Jason Scott McBride Presidential Brokerage
Angel B McCall Lifetime Financial Strategies
Chad McDonnell Denver Investments
Dennis Means LPL Financial
Dot Mechtenberg Dot Mechtenberg
Terry Melonakis Melonakis Financial
Dita Merritt Ameriprise Financial Services Inc
Harve P Meslin Safe Harbor Financial Group
Ann Marie Milinazzo Hadad-Milinazzo Financial Group
Matthew Stephen Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Shawn Moore Morgan Stanley
J Cameron Morgan AampI Financial Services
David Moritz Ameriprise Financial Services Inc Page 18
C Randal Morris Summit Wealth Group
Jesse Morris Summit Wealth Group
David Morrison Prosperion Financial Advisors
Angela Mueting Thrivent Financial
Ryan S Murphy Ameriprise Financial Services Inc Page 7
Jay A Murray RM Infinity Advisors and Solutions for Tuition
Steve R Musick Destiny Capital
Leslie Myers LPL Financial Page 18
Thomas Nazzaro American Portfolios
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Josh Nelson Keystone Financial Services
Neil Norman Nichols Intentional Wealth
Amy Noel LPL Financial
Brad Noland Wagner Wealth Management
Patrick Nolen Nolen Western
William Norris Robert W Baird amp Company
Daniel Noven Noven Financial Group
Elizabeth OrsquoDonnell OrsquoDonnell Wealth Management Page 16
Daniel OrsquoLeary Quintus Financial Services
Sean OrsquoNeill Raymond James
Karen Ogard Robert W Baird amp Company
Dominick Paoloni SMG Partners
Charles Gregory Parr Ameriprise Financial Services Inc
Jeffrey Payne Aspen Wealth Management
Russell Petrin Morgan Stanley
Mary Lee Pierce Ameriprise Financial Services Inc Page 18
Sybil Praski Prosperion Financial Advisors
Christine Raines Azimuth Wealth Management
Jerry R Reiff Morgan Stanley
James A Reinig Reinig amp Associates
David Repka Creative Financial Solutions
Keith Robinson Morgan Stanley
Heather Kristin Roentz Merrill Lynch
Carole L Rominger Full Circle Wealth Management
Eric Rosel Morgan Stanley
Kevin W Ruebesam Thrivent Financial
Karen K Salvatore Shine Investment Advisory Services
Greg Schowe LotusGroup Advisors
Daniel B Schultz Ameriprise Financial Services Inc
Gregory Phillip Seal Seal Financial Services Page 2
Kara Sekavec LPL Financial
Eileen M Sharkey Sharkey Howes amp Javer
Michael Sherman Crestone Capital Advisors
Judith Shine Shine Investment Advisory Services
Andrea Shortino Ameriprise Financial Services Inc
Gary Brian Sidder Life Transition Planners
R Brady Siegrist Janiczek amp Company
Michael G Simmons Transitions Wealth Management
Mark Sindrich Sindrich amp Associates Page 17
Mark Smith MJ Smith and Associates
Mark Andrew Solinski First Allied Securities
Paul Staib Staib Financial Planning
Keith Stechmesser Thrivent Financial
Kelly Stecklein Capital Evolution Group
Stephen L Stribling Morgan Stanley
Kevin Patrick Sullivan Sullivan amp Associates
Marilynne Tarrall NewWest Advisors
Matthew H Tepoorten Charles Schwab amp Company
Mark E Thomas Townsend Retirement Specialists
Kris Tower American Portfolios
Deborah A Towers Towers Wealth Management
Jeff Townsend Townsend Retirement Specialists
Jennifer Trembley Ethos Financial PartnersAmeriprise Financial Services Inc
Scott Tremlett Charles Schwab amp Company
Laura Uchida Invest Financial
James Urbonas Ascent Financial Advisors
Maria Dolores Vargas LPL Financial
Jack Venable Ethos Financial PartnersAmeriprise Financial Services Inc
Gary Wagner Wagner Wealth Management
Rhonda Wagner Ameriprise Financial Services Inc
Carole Wagner-Grauer MetLife
Cortney Walker GW Wealth Management
Damian Walsh Ameriprise Financial Services Inc
Nathan Wangerin Thrivent Financial
Sterling Warburton Raymond James Page 15
Kenneth P Warner Ameriprise Financial Services Inc
Timothy Waters Triumph Capital Management
Rick Watson The Milestone Group
Marilyn S Weaver Presidential Brokerage
Charles Matthew Wernig The Browning Group II
Janet White Shine Investment Advisory Services
Zoe Whitmore Ameriprise Financial Services Inc
Brenda E Wille-Cope First Financial Strategies
Brian Williams GampW Wealth Management
Craig E Williams Williams Investment Network Page 18
Bart Writer Wealth Concepts
Charlene Zahn-Busch Zahn Financial Services
Ron Zimmermann Morgan Stanley Page 12
Diane Zing Trilogy Financial Services
InsuranceMark D Arlen Lincoln Financial
Advisors
Henry Geyelin Carpenter Ameriprise Financial Services Inc
Michael Edwards COPIC Financial Services
Matthew Grant Gehring Summit Wealth ManagementAmeriprise Financial Services Inc
InvestmentsKenneth Acampora Durable Wealth
Management
Patrick Adams PVG Asset Management
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
ww
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Award winners listed by primary services and listed alphabetically by last name
Bruce G Allen Bruce G Allen Investments Page 9
Candace Lee Allen Wells Fargo Advisors LLC
Philip Sheridan Almon Wells Fargo Advisors LLC
David Anderson Triad Financial Group
Douglas Maurice Applegate Edward Jones
John Arnold Wells Fargo Advisors LLC
Willis Ashby Integra Financial
Daniel L Austin Thrivent Financial
Stephen Avis Wells Fargo Advisors LLC
Hugh C Bandy Edward Jones
Gordon Bauer LPL Financial
Andy Beasley The Milestone Group
Brad Bickham Sargent Bickham Lagudis
Donald Billings Charles Schwab amp Company
Kenneth Blair Edward Jones
Patrick A Bloomfield Wells Fargo Advisors Financial Network LLC
Donna M Boender Wells Fargo Advisors LLC Page 19
Brian Boudreau Edward Jones
Sara D Boyd CoBiz Wealth
Jeffery Wayne Bruce Edward Jones
Barry C Bruner Wedbush Securities
Keith Bryant RBC Wealth Management
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
James Callahan Janiczek amp Company
William I Callender Lincoln Financial Advisors
Robert M Campbell Wells Fargo Advisors LLC
John Carnes Edward Jones
Mark William Christofferson Wells Fargo Advisors LLC
John Claxton Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 18
William H Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
Travis Cook Travis CookAvant Garde Advisors
David Arthur Cooper Edward Jones
Tony Coppola The Milestone Group
John R Cormey CoBiz Wealth
James Bryan Cornehlsen Capstone Investment Financial Group
Jonathan D Cox Morgan Stanley
Jordan Curry Morgan Stanley
Patty Delucas Wells Fargo Advisors LLC
Warren Greg Denewiler Denewiler Capital Management
Neil P Dermody Wells Fargo Advisors LLC
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Edward Dickey INS Capital Management
Angus Elder Dillon Wells Fargo Advisors LLC
Robin A Dillon Wells Fargo Advisors LLC
Phil Dispense Morgan Stanley Page 12
Matthew Dolan Edward Jones
Neil Draxler Edward Jones
Greyson Drexel Wells Fargo Advisors LLC
Stephen Drexler Wells Fargo Advisors LLC Page 14
Steve Durman Wells Fargo Advisors LLC
Todd A Dussex LPL Financial
Melissa Dyer Raymond James Page 17
David Huber Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC
Steven Ehrman LPL Financial
Geoff Eliason Peak Capital Management
Steve Ellis Colorado Capital Management
Trevor J Emery ACM Wealth Solutions
Galina Y Esterby Morgan Stanley
Nanette Fahrenbruch Edward Jones
Robert Farris Wells Fargo Advisors LLC
Richard Fishel The Fishel Group
Gustin D Fox-Smith Fox-Smith Wealth Management
Kirk Aaron Freedle Innovative Financial Partners
Brian Friedman GHP Investment Advisors
Mark Frohlich Wells Fargo Advisors LLC
Marc Gaudreault Western Wealth Advisors
Geoffrey Todd Gervasini Wakefield Asset Management
Bob Gibson Edward Jones
David Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Jason Kessler Gocke Edward Jones
Kevin James Goldin Morgan Stanley
Stephen Gordon Cornerstone Asset Management
Mark Griffin Wells Fargo Advisors LLC
Elbert Clark Griggs Griggs Wealth Management
Randy R Grose Cherry Creek Retirement Advisors
Edgar George Aaron Gumbiner Marathon Investment Management
Robert Guthrie Merrill Lynch
Melanie Hanby Asset One
Beth Haney Edward Jones
David Hansen Meridian Wealth Management
Guy Harris Edward Jones
Theodore Harris The Milestone Group
Robert L Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley
Tara Hefty-Hume Peak Asset Management
Katherine Heidtbrink Wells Fargo Advisors LLC
Lynn Zickefoose Hendricks Hendricks Financial Services
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Philip Holbert Robert W Baird amp Company
Michael J Hood Morgan Stanley Page 19
Jeffrey Huff Redpoint Capital Management Page 17
Kyle Hurt Lifetime Capital Management
Jeffrey Hutcheson Edward Jones
Eric Jasper Edward Jones
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 7
Nicholas Ryan Jones Morgan Stanley
Steven T Jones Tenacity Investment Group
Robert Hunter Junge Hunter Retirement amp Wealth Management
Linda S Kalat Morgan Stanley
Laurence J Kandel Obermeyer Asset Management Company Page 18
Brandon Kane Wells Fargo Advisors LLC
Craig Lee Kinnunen Janiczek amp Company
Eric Koeplin The Milestone Group
Leon Koob Wells Fargo Advisors LLC
H Scott Koplar Ameriprise Financial Services Inc
Joseph Kozmata Raymond James Page 16
David Kraatz Morgan Stanley
Bradley Kreidle Mainline West
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Porter Landreth Asset One
Leasha K Larsen Edward Jones
Brian C Larson Edward Jones
Daniel Kit Lassen Ameriprise Financial Services Inc
Lori Taylor Lawrence Western Equity Group
Timothy Lawrence Millennium Portfolio Advisors
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
Mark Liley Wells Fargo Advisors LLC
Christopher Long Ameriprise Financial Services Inc
Brad A Lundberg Edward Jones
Bruce Lutz MetLife
Andy Lyford Charlton Investment Services
Christopher Ryan Lynett Wells Fargo Advisors LLC
Tupper MacDowell Robert W Baird amp Company
Leslie A MacGuire LPL Financial
Peter Noel MacMillan Edward Jones
Gary Mangelsdorf LPL Financial
Ted J Manzanares MetLife
Keith O Marks Openheimer amp Company
Raphael Andre Martorello LotusGroup Advisors
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Star
Professional
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Star
Professional
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Professional
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Professional
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Star
Professional
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Star
Professional
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Professional
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Professional
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Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
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Man
agers
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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
Award winners listed by primary services and listed alphabetically by last name
Tanya Rebekah Mathews Meridian Wealth Management
Roger D Maurer Maurer amp Associates Page 10
John McCorvie Peak Asset Management
Colin Michael McCoy CGC Financial
Janet L McCoy Seal Financial Services Page 2
Michael McDonald LPL Financial
Richard C McDowell LPL Financial
Brent McGibbon McGibbon Asset Management Page 12
David W Mckinlay David W Mckinlay ChFC
Patricia Anne McNamara Cherry Creek Investment Advisors
Brandy Shera Merriam Ameriprise Financial Services Inc
Craig Louis Miller Morgan Stanley
Lauretta C Moell Wells Fargo Advisors LLC
Rebecca Moreland Robert W Baird amp Company
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management
John P Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Jesse Brooks Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Thomas V OrsquoDonnell Ameriprise Financial Services Inc
Adam OrsquoHair Edward Jones
Mike Oakes Wells Fargo Advisors LLC Page 19
James M Olson Morgan Stanley
David L Overton Halbert Hargrove Global Advisors
Jay Oyer Merrill Lynch
Mark Paller Paller Financial Services Page 15
Daniel Palm Robert W Baird amp Company
Michael Arris Pappas LPL Financial
Christopher Parsons Wells Fargo Advisors LLC
David C Partheymuller The Normandy Group
Edward William Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Craig Perkins CDP Financial
Roy Persky LPL Financial
Kirk R Peterson Peterson Financial Services
Bryan Pieper Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Victoria Lynne Pinder VP Financial Options
Patrick Eugene Pogue Edward Jones
Gary Poling Raymond James
Brent Powell GWN Securities
Mitchell Powers Investment Security Group
Julie F Pribble CoBiz Wealth
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 16
Walter John Rasmussen Morgan Stanley
Natalie Robbins Edward Jones
Bret Allen Roberts Morgan Stanley
Richard Rust Investment Security Group
Richard Sage LPL Financial
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Catherine Stahl Scheuber LPL Financial
Shelley Schlossberg CastleMountain Financial Page 18
Stacia Schmalzer MetLife
Max Scholfield Scholfield Wealth Management
David Schreiber Edward Jones
Kathleen Scott Cherry Hills Investment Advisors Page 13
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones
Steven Setchfield Setchfield Associates
Andleib Seth LotusGroup Advisors
Lesley Shiffrin NTB Advisors
David Burns Siebert First Financial Equity Corporation
Scott W Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Timothy Soderquist Morgan Stanley
Ann Foster Sparks Wells Fargo Advisors LLC
Eric J Srodulski Edward Jones
Richard Alan Stonger Merrill Lynch
William Stordahl Stordahl Capital ManagementWells Fargo Financial Network LLC
Jeffrey R Stotler Edward Jones
Paul Stratton Edward Jones
Adam Jason Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Greg Stringari Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Lee Strongwater Colorado Capital Management Page 19
Peter Lee Swanson Edward Jones
Theodore Swenson LPL Financial Page 19
Jeffrey Swingle Edward Jones
Eric Swope Ameriprise Financial Services Inc
Hony Mahone Tarrall NewWest Advisors
Scott Taylor Value Financial Advisers
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Betsy Thorpe Wells Fargo Advisors LLC
Dustin Tidwell Latitude Financial Group
Herman Tiemens II Wells Fargo Advisors LLC
Kristy Tochihara Morgan Stanley Page 13
Richard Todd Innovest Portfolio Solutions
Vernon Lee Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
Charles Turner The Mutual Fund Store
Martha Turner Edward Jones
David Twibell Custom Portfolio Group
Vincent William Valentine First Financial Strategies
Carin Wagner GHP Investment Advisors
Victor M Walker Wells Fargo Advisors LLC
Chester Wallace Quintus Financial Services
Greg Wambolt Wambolt amp Associates Page 18
Jeff J Warren Wells Fargo Advisors LLC
Robert Webster Webster Investment Advisors
Richard E Weintraub Meridian Wealth Management
Ward Welles Wells Fargo Advisors LLC
Noel Todd Wickwar Morgan Stanley
Chad A Williams Aveo Capital
Don K Williams WMS Financial Group
TH Williams Wells Fargo Advisors LLC
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Matthew Edward Winter Wells Fargo Advisors LLC
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Todd Warren Young Edward Jones
Michael G Zahler Wells Fargo Advisors LLC
Steven Zahorik Wells Fargo Advisors LLC
Curtis A Zeigler Capital Management Group
Jonathan Zeschin Essential Investment Partners
Matthew Ziereis Wells Fargo Advisors LLC
TaxationBruce Bendell Transitions Wealth
Management
Alan Piehl Alan R Piehl CPA
Trust ServicesRichard W Phillips Wells Fargo
Advisors LLC
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Professional
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Professional
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Star
Professional
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SPECIAL ADVERTISING SECTION
2014 Fiv
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Five Star Accounting and Estate Planning ProfessionalsHow do you find an accounting or estate planning professional with experience who has a good base of cl ients 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
accounting and estate planning professionals who satisfy 10 objective eligibility and e v a l u a t i o n c r i t e r i a A m o n g m a n y distinguishing attributes the average one-year client retention rate for this yearrsquos award-winning certified public accountants is more than 96 percent Meanwhile our winning estate planning attorneys clock an average of 78 percent of their hours as billable
The 2014 Five Star Certified Public Accountants and Estate Planning Attorneys are a select group representing less than 1 percent of the certified public accountants and 3 percent of the estate planning attorneys in the Denver area
Although this list is a useful tool for anyone looking for help with accounting or managing their estate it should not be considered exhaustive Undoubtedly there are many excellent accounting and estate planning professionals who for one reason or another are not on this yearrsquos list Self-nominations for this award are not accepted Denver award candidates were identified using internal and external research data
AWARDA Select
Award candidates who satisfied the following objective eligibility and evaluation criteria were named 2014 Five Star Certified Public Accountants or Estate Planning AttorneysOF AWARD WINNERS
Determination
Regulatory ReviewAs defined by Five Star Professional the accounting or estate planning professional 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 candidate Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists
bull Each candidate who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed abovebull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a potential winnerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use taxation or estate planning services in order to provide consumers the
opportunity to submit complaints regarding a potential winner
Eligibility Criteria ndash Required1 Credentialed licensed attorney 2 Actively employed as a credentialed professional in
the estate planning services industry for a minimum of five years
3 Favorable regulatory and complaint history review 4 A minimum of 50 percent of practice focus on estate
planning services 5 Accepting new clients
Evaluation Criteria ndash Considered 6 Number of transactions in last 12 months 7 Number of client households served 8 Industry and board certifications 9 Education and professional designations 10 Pro bono activities
Estate Planning AttorneysEligibility Criteria ndash Required 1 Credentialed Certified Public Accountant (CPA)2 Actively employed as a credentialed professional in
the accounting services industry for a minimum of five years
3 Favorable regulatory and complaint history review4 Accepting new clients5 Spend more than 50 percent of their time on taxation
or other accounting services
Evaluation Criteria ndash Considered6 One-year client retention rate7 Five-year client retention rate8 Number of clients served9 One-year billing realization rate10 Educat ion and profess ional des ignat ions
certifications
Certified Public Accountants
2014 Denver
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
FSbull25
2014 Fiv
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Daniel C Doherty
357 Main StLongmont CO 80501
Phone 303-532-2880Fax 303-532-2990dandanieldohertylawcomwwwdanieldohertylawcom
bull Estate planning taxation wills and trusts bull Estate probate and trust administration bull Business formation and succession planning
How Might We Be of Service to You
Never has a client asked that their estate or business planning be complicated diffi cult to understand or costly Everyone wants to keep it simple Unfortunately onersquos circumstances may require us to shift further up the continuum of complexity to resolve the challenge I strive to communicate with my clients in plain English to enable them to fully understand the pros and cons of the options available and the planning I propose
Juris DoctorateMaster of Laws of Taxation
Mira Fineacute
1999 Broadway Ste 4000Denver CO 80202
Offi ce 303-298-9600mfi neheincpacomwwwheincpacom
bull Service rooted in integrity listening and respectbull Technical knowledge to achieve identifi ed goals bull Independent thinking to provide objective advice
Connecting With Clients to Reach Their Goal
Mira has the ability to connect with clients and maintain open and constant communication to help drive decisions Using a solutions-based approach ideas and thoughts are shared in a collaborative environment with the focus on what is best for the client Mira believes various perspectives and points of view are important in achieving the best outcome which ultimately leads to prosperous and satisfi ed clients
Partner National Director of Tax Services
Ryan Senger
6000 Greenwood Plz Blvd Ste 125Greenwood Village CO 80111
Direct 303-488-7575Offi ce 303-488-7570RyanBorchardtSengercomwwwBorchardtSengercom
bull Comprehensive tax compliance servicesbull Intelligent tax planning strategiesbull Expert support for high-net-worth clients
Level of Service You Deserve
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 15 years of public accounting experience He has extensive experience working with partnerships S corporations and individuals Our fi rmrsquos focus is to provide accurate and timely advice to assist our clients in making informed business and personal tax decisions
Partner CPA MT
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
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Star
Professional
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SPECIAL ADVERTISING SECTION
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Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
2014 Fiv
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Success requires
patience discipline
and diligence
mdash Five Star award winner
Award winners listed by primary services and listed alphabetically by last name
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
AccountingMarilyn Burnside Marilyn R
Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey and Company Professional Corporation
Mona Feeley WhippleWood CPAs
Mira Fineacute Hein amp Associates Page 25
Brenda A French Brenda A French CPA
Lenae Jackson May Jackson Hendrick
Gary Jacobs Gary A Jacobs and Associates
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Eric Lake Holben Hay Lake Balzer CPAs
Daniel Noven Noven amp Associates
Alan Piehl Alan R Piehl CPA
William Rooney Crowe Horwath
Ken Saliman Smith Brook Bolshoun amp Company
Mark L Sanders Mark L Sanders CPA
Michael V Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates Page 25
Joey Simon Smith Brook Bolshoun amp Company
Ernest Villany Boulder Valley CPAs
Donna J Ward Ward amp Associates CPAs
Richard Whipple WhippleWood CPAs
Gregory Zick Zick Business Advisors
Estate PlanningMichael Bland Bryan Cave
James W Buchanan III Buchanan amp Stouffer
Nancy R Crow Pendleton Wilson Hennessey amp Crow
Frank J Danzo III Chayet amp Danzo Page 26
Daniel Doherty Doherty Law Office Page 25
John Eckstein Fairfield and Woods
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
William Krems Davis Graham amp Stubbs
James Littlepage James Littlepage Law Offices
Nathan Merrill Goodspeed amp Merrill
David Osterman Osterman Law Firm
Jane Paddison Jane Caddell Paddison
Kristin Pineiro Wallace Scott
Daniel Rich Steele Street Bank amp Trust
Timothy Scott Wallace Scott
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 26
650 S Cherry St Ste 710Denver CO 80246Office 303-355-8500FrankColoradoElderLawcom
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
EstateBusiness Planning Elder Law
600 17th St Ste 2800Denver CO 80202Office 303-226-5861kzaloudekmshzlawcomwwwmszhlawcom
Kevin Zaloudek
Mills Schmitz Halstead amp Zaloudek has built a reputation of providing legal services without the customar y overhead of a typical law firm With practice areas ranging from tax and litigation to real estate and IP law Mills Schmitz Halstead amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
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Professional
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
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Kean O BoucherA Comprehensive Independent and Unbiased Approach
Three-year winner Kean O Boucher Private Wealth ManagerLPL Branch Manager
bull Comprehensive wealth managementbull Personalized estate planningbull 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 investingenvironment 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
4600 South Syracuse Street Ninth Floor bull Denver CO 80237319 Main Street Suite 301 bull Carbondale CO 81623 | 709 East Railroad Avenue bull Fort Morgan CO 80701
Toll-free 800-318-8840keanboucherlplcom bull wwwboucherwmgcom
Securities offered through LPL Financial Member FINRASIPC Insurance products offered through LPL Financial or its licensed affiliatesAdvertisement sponsored in part by Lincoln Financial Distributors
Not NCUA Insured Not Credit Union Guaranteed May Lose Value
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Professional
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Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
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wfivestarprofessionalcom
FSbull6
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Hemmings Group at Morgan StanleyExcellence in Wealth Management
Asset ManagementAccess to Lending ServicesWealth Protection
Left to right Adam Goble Financial Advisor Joyce Moreno Senior Registered Associate two-year winner G Bruce Hemmings Senior Vice President Wealth Management Senior Portfolio Management Director
Financial Advisor Brandy Carlson Registered Associate Gary Edgar Financial Advisor
bull Comprehensive wealth management and fi nancial planningbull Personalized portfolio management for high-net-worth clientsbull Multigenerational family focus and custom-tailored solutions
For 34 years and counting individuals and organizations throughout northern Colorado have looked to The Hemmings Group led by two-time Five Star award winner Bruce Hemmings to provide customized fi nancial strategies to help meet their fi nancial objectives They provide comprehensive wealth management strategies a disciplined investment process and clear communication to create a customized fi nancial strategy designed to meet their clientsrsquo fi nancial goals
6125 Sky Pond Drive Suite 100 bull Loveland CO 80538Office 970-776-5501 bull Toll-free 866-749-5423wwwmorganstanleyfacomhemmingsgroup
copy2014 Morgan Stanley Smith Barney LLC Member SIPC
PhilosophyTherersquos no substitute for experience and integrity
Client approachPlanning-based needs-driven
Industry experienceG Bruce Hemmings 34 years
Five Star award winnerG Bruce Hemmings 2012 2014
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Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
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Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Garret T JettYour Wealth Your Future Our Focal Point
Areas of Focus Wealth Management Financial Planning Tax Preparation Risk Mitigation Strategies
Left to right Kathleen Leopold three-year winner Garret Jett Financial Advisor Gregory Dexter Financial Advisor three-year winner Ryan Murphy Financial Advisor
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
bull We aim to steward business with Christian values and beliefs
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 The goal of this system is to provide you with the confi dence needed to navigate through the ldquonew-normal economyrdquo and prepare for the certainty of uncertainty in life We inform our clients on their investment options for the issues that matter most while adhering to our integrity and ethics
10375 Park Meadows Drive Suite 125 bull Lone Tree CO 80124Office 303-222-2612 Ext 2612 bull Toll-free 800-332-9222 Ext 2612
gjettampfcom bull ameripriseadvisorscomgarrettjettInvestors 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 Asset allocation does not assure a profit or protect against loss in declining markets
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Trailhead Wealth Management LLCService Advice Simplicity
Helping Our Clients Pursue Their Desired Quality of Life
Left to right Ryan Holocher Client Associate 2014 winner Greg Stringari PartnerSenior PIM Portfolio Manager Candace Gardner Branch Administrator Sarah Giammaria Marketing Associate Audrey Ingram Operations Manager
2014 winner Bryan Pieper PartnerSenior PIM Portfolio Manager
bull We believe that clientsrsquo interests come before our own and that transparency is keybull Comprehensive wealth management begins with a plan that is reviewed oftenbull The simplest strategy may often be the best to accomplish your goals
Trailhead Wealth Management LLC is a private investment and wealth management fi rm located in Louisville Colorado founded by Bryan Pieper amp Greg Stringari The Trailhead team has set out to create a new standard in the fi nancial services industry focused on high-quality client service knowledgeable
advice from experienced and reliable advisors and simple easy-to-understand plans to help our clients reach their fi nancial goals With 70-plus years of combined experience our services range from investment and portfolio management to college retirement and insurance planning
801 Main Street Suite 300 bull Louisville CO 80027Office 720-625-3300
wwwtrailheadwmcom
Investment products and services are offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Wells Fargo Advisors is the trade name used by two separate registered broker-dealers Wells Fargo Advisors LLC and Wells Fargo Advisors Financial Network LLC Members SIPC non-bank affiliates of Wells Fargo amp Company
Trailhead Wealth Management LLC is a separate entity from WFAFN [CAR 0814-05123]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
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Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Bruce G Allen
Making Your Wealth Work for You
Three-year winner Bruce Allen President AIFAreg CIMAreg CPWAregGeneral Securities Principal
bull We build manage protect and transition wealth for our clients
bull Our process starts and fi nishes by listening to you
bull We then provide independent objective unbiased and cost-eff ective solutions
We help clients build manage protect and transition wealth
I created Bruce G Allen Investments LLC to help our clients build manage protect and transition their wealth We take a comprehensive approach to wealth management by touching on the four cornerstones of investments credit and liability
management risk management and estate and trust matters We do all of this so that we can help our clients create a sense of well-being prosperity and peace of mind
370 17th Street Suite 3580 bull Denver CO 80202Office 303-592-5535 bull Fax 303-592-5534
ballennationsfgcom 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
Bruce G Allen Investments LLC
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Jerry L GruberJody Hinsey
A Comprehensive Integrated Disciplined Approach
bull A strategy-fi rst approach
bull Dedicated and unbiased service and advice
bull Building lasting client relationships
Left to right Terri Tillotson Offi ce ManagerExecutive Assistant 2014 winner Jody Hinsey Partner three-year winner Jerry L Gruber Certifi ed Wealth Strategist CLUreg ChFCreg CWS OwnerPartner Mary Ann Perez Marketing Coordinator
We are an independent fi nancial planning fi rm and 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 104Englewood CO 80112
Offi ce 303-290-6113Toll-free 888-290-6117
jgrubergreenbookwmcomjodygreenbookwmcomwwwgreenbookwmcom
Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inc
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCOthree-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the third straight year
4600 South Syracuse Street Suite 1060Denver CO 80237
Offi ce 303-757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Financial Dynamics LLC
Guiding Clients Toward Financial Independence Since 1993
bull Wealth management specialists
bull Risk management specialists
bull Business planning specialists
Left to right Three-year winner Christopher P Bruhl CLUreg ChFCreg CFPreg Wealth Advisor Holly Jones Operations Manager 2014 winner Adam W Hall CFPreg Wealth Advisor
Our goal is to coordinate both investment management and risk management strategies crafting eff ective multidisciplinary fi nancial plans for business owners and those that value fi nancial independence 14143 Denver West Parkway Suite 510
Golden CO 80401
Offi ce 720-445-7294Offi ce 303-942-1717
christopherbruhllplcom myfi nancialdynamicscom
Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Stephanie E Gudka
Comprehensive Financial Services and Asset Management
bull Understanding your goals and fi nancial values
bull Developing strategies tailored to your needs
bull Delivering a high level of personal service
Left to right Coleen Crews CFS Registered Sales Assistant 2014 winner Stephanie E Gudka CFPreg CFS Executive Financial Advisor Laura Saunders CFS Registered Representative
Stephanie Gudka has provided her clients with dedicated unbiased personalized service and advice for more than 20 years Her experience and independence allow her to off er an objective approach to serving all of your asset needs including investments insurance estate and retirement planning Stephanie and her team can help you make informed decisions about your investment strategy and guide you toward reaching your fi nancial goals
Several locations to serve you Thornton Northglenn and Westminster
8851 Harlan StreetWestminster CO 80031
Offi ce 303-487-8466
cfs-sgudkabellcoorg wwwbellcoorgstephanie-gudka
Investment products and services offered through CUSO Financial Services LP (CFS) are not NCUANCUSIF insured are not credit union guaranteed and may lose value
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Ron Zimmermann Financial Advisor Manda Neuman Client Service Associate three-year winner Phil Dispense Financial Advisor Kaitlin Inchauspe Registered Associate two-year winner Gary Peterson Financial Advisor
The philosophy of the Falcon Group is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while seeking to provide our clients with an acceptable rate of return We manage portfolios tactically with the objective of controlling risk and generating returns consistent with the customized goals and objectives of our clients Phil Dispense Five Star award winner 2012 2013 and 2014 Gary Peterson Five Star award winner 2012 and 2013 Ron Zimmermann Five Star award winner 2012 and 2014
370 17th Street Suite 2800 Denver CO 80202
Offi ce 303-572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstance from an independent tax advisor copy2014 Morgan Stanley Smith Barney LLC Member SIPC
McGibbon Asset Management
Customized and Personalized Wealth Management
bull Formulating investment strategies that are comfortable for your risk tolerance
bull Our quality fee-based-only management eff ectively aligns your success avoiding the confl ict of interest that comes from prepackaged investments
Left to right 2014 winner Brent McGibbon CIO Mark Stromberg Independent Sales Director
With a strong market understanding McGibbon Asset Management brings both discipline and structure to your portfolio Your investments stay on track with your long-term strategy We remove the emotion from investing by fi ltering through market information available and advising changes to your portfolio only when they are consistent with your specifi c investing goals Your money will be closely managed in-house using a fundamental value investing strategy
McGibbon Asset Management8400 East Prentice Avenue Suite 1360
Greenwood Village CO 80111
Offi ce 303-757-8623 Cell 303-378-4249
bmcgibbonmcgibbon-assetcom wwwmcgibbon-assetcom
McGibbon Asset Management is an independent advisor that is registered with the State of Colorado
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Three-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Senior Registered Associate
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 27 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 24 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120Boulder CO 80302
Kristy 303-545-1844Noel 303-545-1845
kristytochiharamorganstanleycomwwwmorganstanleyfacomtochiharaculberson
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Cherry Hills Investment Advisors IncHelping You Navigate Your Financial Future
bull Dedicated professionals with decades of experience and training
bull Comprehensive investment management and fi nancial planning advice
bull Serving the Colorado community since 1999
Left to right Seated Chelsey Knight Client Services Manager 2014 winner Kate Scott CFPreg CPA Principal Standing Elisabeth Jacobson Investment Advisor 2014 winners Valerie Antonioli CFPreg Principal and Susie Johnston CFPreg Principal and Founder
Cherry Hills Investment Advisors is a wealth management fi rm that works with individuals families and small businesses to design and implement personalized fi nancial strategies Throughout each lifecycle event we serve as our clientsrsquo fi nancial advocate and provide thoughtful counsel on a wide range of wealth management issues We welcome this opportunity to further introduce our fi rm
8400 East Prentice Avenue Suite 1010Greenwood Village CO 80111
Offi ce 303-703-4560
infochiaplancomwwwchiaplancom
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Drexler Groupof Wells Fargo Advisors
bull Disciplined portfolio risk management
bull Process-driven results
bull Personalized goals-based wealth management strategies
Left to right Frank Djonbalaj Mick Pepper Susie Kaufman 2014 winner Stephen Drexler Je Byers
Our focus at the Drexler Group is to simplify enhance and preserve our clientsrsquo fi nancial well-being We hold ourselves to the highest level of accountability as we work in partnership with our clients helping them reach their fi nancial goalsOur belief is that ldquodiscipline is more important than convictionrdquo when it comes to managing risk
102 South Tejon Street Suite 1000 10th FloorColorado Springs CO 80903
Offi ce 719-636-8000Direct 719-636-8044
stephendrexlerwfadvisorscom wwwthedrexlergroupcom
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02994]
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
Top five questions that wealth managers want clients to answer
From research conducted by Five Star Professional April 2011
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce 303-200-1441Cell 719-210-6817toddwarburtonraymondjamescomFrontRangeFinancialConsultingcom
bull Retirement planningbull Custom portfolio managementbull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPCThis award is bestowed by an independent third-party organization not affiliated
with Raymond James
Senior Vice President ndash Investments Branch Manager
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce 303-689-7424Toll-free 800-991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 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
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial 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
Private Wealth AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
Patricia Kummer
8871 Ridgeline Blvd Ste 100Highlands Ranch CO 80129
Offi ce 303-470-1209patkummerfi nancialcomwwwkummerfi nancialcom
bull Creating ethical solutions for 28 years bull Objective personal guidance bull Tailored wealth accumulation strategies
Creating Financial Peace of Mind
KFS is a dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Come experience our full-service personal attention to your specifi c needs We provide fi nancial services education and advice to professionals and families
CERTIFIED FINANCIAL PLANNERtrade
Mark R Paller
68 Inverness Ln E Ste 203Englewood CO 80112
Offi ce 303-858-0045markpallerpallerfi nancialcomwwwPallerFinancialcom
bull Established in 1997 bull Independent and transparent bull Operates under a fi duciary standard
You Are the Only One Who Counts
Paller Financial is dedicated to asking the tough questions of why how and what if By doing so we increase the probability of executing a successful fi nancial plan Our work is designed to manage risk secure appreciation and create regular income Integrated with the proper legal documents the outcome becomes self-evident
CPAPFS CFPreg CLUreg ChFCregcopy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
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wfivestarprofessionalcom
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Tom Abboud
6383 S Rifl e StAurora CO 80016
Offi ce 720-252-6004TomAbboudLPLcomVeritasfi nancialplanningcom
bull Truthful honest and upfront on everything bull First priority is your fi nancial success bull Customized fi nancial plans that fi t you
Veritas Noun Latin Meaning Truth
The pursuit of meaningful goals is something we all share Whether yoursquore planning for retirement to fund education for your children or grandchildren or to leave a legacy for the next generation Veritas Financial Planning can help you succeed With an understanding of individual needs and goals we will implement a personalized wealth management plan then monitor and adjust it as necessary to help you achieve those goals
LPL Financial Planner
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
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade professional 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 CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 2013 and 2014
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC This award is bestowed by an independent third-party organization not affiliated with Raymond James
CFPreg CFAreg
Sandon Purcell
Purcell Capital Management 5299 DTC Blvd Ste 210Greenwood Village CO 80111
Offi ce 303-800-3350Toll-free 888-338-4713
sandonpurcellwfafi netcomwwwpurcellcapitalcom
bull More than 60 years of combined experiencebull Multigenerational servicesbull Dividend-oriented income strategies
A Team Approach to Assist
It is our mission to always be committed to our core values of client service integrity and honest advice Because we have the support of a large fi rm such as Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone we believe we are able to off er our clients the very best possible experience Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate of
Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0814-05500 ]
Branch Manager
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80209Phone 303-331-6434elizabethovoyafacom wwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
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 makes 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 o ered through Voya Financial Advisors Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by Voya Financial Advisors
Financial Advisor MBA University of Colorado
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
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Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone 303-792-7340 Ext 2Direct 720-209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
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 CERTIFIED FINANCIAL PLANNERtrade 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 Five Star Wealth Manager 2012 2013 and 2014 Securities o ered through Raymond James Financial Services Inc Member FINRASIPC This award
is bestowed by an independent third-party organization not a liated with Raymond James
CFPreg MBA
Mark Sindrich
1490 S Pearl StDenver CO 80210
Offi ce 303-744-8899Toll-free 800-825-8259infosindrichcomwwwsindrichcom
bull Clarity confi dence consensus accountabilitybull Answers to the what-ifs that keep you up at nightbull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions that are clear and simple to each of our clientsrsquo unique fi nancial needs We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be o ered through NFP Advisor Services LLC Member FINRASIPC NFP Advisor Services LLC is not a liated with Sindrich amp Associates
CERTIFIED FINANCIAL PLANNERtrade
Dennis A Leonida
Raymond James Financial Services Inc 8400 E Prentice Ave Ste 1100Greenwood Village CO 80111
Offi ce 303-629-7500Toll-free 800-268-2689
dennisleonidaraymondjamescom
wwwraymondjamescomcfg
bull Comprehensive fi nancial planning bull Business continuity planning bull Employee benefi ts planning
Personalized Financial Planning
Our mission is to create an innovative client experience Through our tireless client service and industry-leading research we focus on assisting our clients in not only defi ning their fi nancial goals but more importantly developing a plan to achieve them
Securities offered through Raymond James Financial Services Inc Member FINRASIPCThis award is bestowed by an independent third-party organization not affiliated with
Raymond James
ChFCreg CLUreg
Jeffrey T Huff
6400 S Fiddlerrsquos Green Cir Ste 1840Greenwood Village CO 80111Offi ce 720-963-6120Cell 303-888-5511jeff reyhuff wfafi netcom
bull Highly personalized service and advice bull Customized portfolio management bull Retirement income and risk management
Professional Advice With Integrity
For over 26 years Jeff has provided his clients with customized comprehensive wealth management strategies and unbiased advice Talk to us if you seek a rich honest dialogue about your individual investment goals and challenges
Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate
of Wells Fargo amp Company Redpoint Capital Management is a separate entity from WFAFN [CAR 0914-02327]
President Branch Manager
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
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Star
Professional
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Star
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
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wfivestarprofessionalcom
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
23596 Currant DrGolden CO 80401Phone 303-384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
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
CFPreg President LPL Registered Principal
CastleMountain Financial Services Inc
3200 Cherry Creek S DrSte 480Denver CO 80209Phone 303-733-4305lonnyobermeyerassetcomwwwobermeyerassetcom
Laurence J Kandel
I would like to thank our wonderful clients for their continued loyalty
Rankings andor recognition by una liated rating services andor publications should not be construed by a client or prospective client as a guarantee that heshe will experience a certain level of
results if Obermeyer is engaged or continues to be engaged to provide investment advisory services nor should it be construed
as a current or past endorsement of Obermeyer by any of its clients A copy of Obermeyerrsquos current written disclosure statement discussing its advisory services and fees is available upon request
Vice President Investments and Client Advisory
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office 720-836-4534
David W Moritz
I work one-on-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
Financial Advisor CFPreg
2229 S Joliet Way Aurora CO 80014 Direct 303-306-6639 katiecollinslplcom wwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 30 years of experience mdash Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
4419 Orofino CtCastle Rock CO 80108Office 303-663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
An Ameriprise Platinum Financial Servicesreg practice I help my clients plan for their dreams through a comprehensive financial planning approach and long-term investment 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
Financial Advisor CFPreg CLUreg
7665 E Windford StParker CO 80134Office 303-805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams works with high-net-worth individuals family offices and business owners to build sophisticated investment portfolios containing stocks bonds and other asset c lasses that emulate the endowment-style investing employed by large institutional investors
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Myers Financial Limited650 S Cherry St Ste 1250Denver CO 80246Office 303-393-0340Cell 303-319-1752lesliemyerslplcomwwwlplcomlesliemyers
Leslie A Myers
Leslie Myers treats her clients as partners in the investment and management of their assets Her personal touch which focuses on the individual as well as the family needs and wants has enabled her to generate new clients while maintaining a loyal clientele for many years
Securities o ered through LPL Financial Member FINRA SIPC
CFPreg MBA CLUreg ChFCreg LPL Financial Planner
13976 W Bowles Ave Ste 200Littleton CO 80127Office 720-962-6700Cell 303-808-4767wwwwamboltandassoccom
Greg Wambolt
Truth is wealth wonrsquot manage itself Reaching your goals takes a team dedicated to you mdashnot to their firm Our process is proven to identify planning gaps reduce complexity and deliver the best rate of return possible Itrsquos why successful people call on us to grow and protect their wealth Greg ldquoFinish Strongrdquo Wambolt is a f ly fisherman and a sport clay shooter
CFPreg CLUreg ChFCreg
If yoursquore in this business for money
alone you will never make it You have to
genuinely want to make a difference in your
clientsrsquo lives
mdash Five Star award winner
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
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ealth M
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1801 13th St Ste 200Boulder CO 80302Office 303-541-2047michaeljoakeswellsfargocom
Mike Oakes
For nearly a decade Mike has helped clients implement investment strategies and feel confident in their financial decisions Contact Mike Oakes for a consultation
Wells Fargo Advisors LLC Member SIPC is a registered broker-dealer and a separate non-bank a liate of Wells Fargo amp Company
[CAR 0814-03128]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor
5610 Ward Rd Bldg 100 Ste 110Arvada CO 80002Office 303-393-2456tedswensonlplcomswensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
Denver CO 80202Office 720-399-5555Cell 720-495-1317DerekETriumphCapitalManagementcomTriumphCapitalManagementcom
Derek N Eichenwald
Mr Eichenwald assists clients of Triumph Capital LLC on their l ifetime financial and strategic goals through sound asset management risk planning retirement planning and advanced estate planning techniques
1610 Wynkoop Street Suite 550 Denver CO 80202Securities o ered through JP Turner amp Company LLC (Member SIPC) JP Turner amp Company LLC is not a liated with Triumph Capital LLC
JPT090914-1519
CEO and Senior Investment Executive
8751 E Hampden Ave Ste B-10Denver CO 80231Phone 303-243-5722jimmyhassonlplcomwwwhassonfinancialscom
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 investment advisory retirement planning and education planning
Securities o ered through LPL Financial Member FINRASIPC
CERTIFIED FINANCIAL PLANNERtrade
4430 Arapahoe AveBoulder CO 80303Office 303-444-9300leecoloradocapcomwwwcoloradocapcom
Lee Strongwater
Integrity Quality Results
At Colorado Capital Management we seek to understand the purpose money serves for you before we put it to use We do this by listening and understanding what is most important and then by designing a prudent plan for you to achieve your cherished goals
Financial Advisor
5251 DTC Pkwy Ste 1500Greenwood Village CO 80111Office 303-925-9648michaeljhoodmorganstanleycommorganstanleyfacomhood
Michael J Hood
As your financial advisor I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve 2014 Five Star award winner
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP
(with ame design) in the US copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President CFPreg
7979 E Tufts Ave Ste 715Denver CO 80237Direct 303-689-7480nicolemayampfcomameripriseadvisorscomnicolemay
Nicole May
What are your dreams and goals for retirement I am passionate about working with my clients and want them to experience financial confidence now and in retirement It starts with a conversation discussing cash reserves debt management investments and taxes
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
Financial Advisor CERTIFIED FINANCIAL PLANNERtrade professional
7979 E Tufts Ave Ste 715Denver CO 80237Phone 303-689-7448raeyanexfarrellampfcomameripriseadvisorscomraeyanexfarrell
Raeyane Farrell
Whether itrsquos a long way off fast approaching or already a reality you have dreams and goals for your retirement I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs
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
MBA Financial Advisor
Wells Fargo Advisors LLC3200 Cherry Creek S Dr Ste 100Denver CO 80209Phone 303-248-0842Toll-free 800-777-1401DonnaBoenderWFAdvisorscom
Donna M Boender
Donna Boender CERTIFIED FINANCIAL PLANNERtrade 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 Visit wwwWFAdvisorscomdonnaboender
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02380 91514]
Senior Vice President ndash Investment Officer
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
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ealth M
anag
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ww
wfivestarprofessionalcom
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Award winners listed by primary services and listed alphabetically by last name
Business PlanningMark Goodside Retirement
Solutions of Colorado
William E Roberts AUCTORIS
Bernard Taillon Triad Financial Group
Kerry Linn Walker Business Owner Solutions
Estate PlanningRichard H Hartmann AUCTORIS
Reid M Johnson MBA Wealth Management
Financial PlanningChad Aaberg Thrivent Financial
Thomas Abboud Veritas Financial Planning Page 16
Chad Michael Alevras Gregory amp Associates
Vasil W Allabashi Wealth Strategies Group Page 4
Gregory Robert Anderson GRAnderson Wealth Management Group
Valerie Antonioli Cherry Hills Investment Advisors Page 13
Nathan M Archuleta Summit Wealth Group
Craig Arfsten Prosperion Financial Advisors
Terri Ashton Townsend Retirement Specialists
Colleen Askew Knopinski amp Fauver Financial Advisors
Mark Autterson Win Advisor
Stephen Baker Ameriprise Financial Services Inc
Ali Barghelame Barghelame Wealth Advisors
Linda R Barker Ethos Financial PartnersAmeriprise Financial Services Inc
John T Barry Barry Financial Services
Jeffrey Bartleson Ameriprise Financial Services Inc
Bob Bastiaans Ameriprise Financial Services Inc Page 15
Dana Bath Aveo Capital
Tom Baumler Asset One
Richard Bellmar Bellmar Family Financial
Benjamin Wills Bender Raymond James
John R Bennett First Command Financial Planning
A Raymond Benton Benton amp Company
Amy Berk Ameriprise Financial Services Inc
David Billingslea Ameriprise Financial Services Inc
Matthew R Blake My Portfolio Guide
Mitchell Lewis Bloom Bloom Financial
Thomas Boh Robert W Baird amp Company
Steve Booren Prosperion Financial Advisors
Kean Boucher Boucher Wealth Management Group Page 5
Paula Boyka Raymond James
Carol Rogers Breglio Ameriprise Financial Services Inc
Michael J Broker Trilogy Financial Services
Mark R Brown Brown amp Tedstrom
Michael V Brown Morgan Stanley
JA Tyler Browning II The Browning Group II
James Roland Brubaker Exit amp Retirement Strategies
Stephen Brubaker Exit amp Retirement Strategies
Christopher P Bruhl LPL Financial Page 11
Stephanie Bruno SBWA
Matthew Carpinelli AFC Wealth Management Group
Madison Anne Carter Morgan Stanley
Karlton D Childress Sharkey Howes amp Javer
Loretta Chiofolo Ameriprise Financial Services Inc
Michael Cohen Lincoln Financial Advisors
Michael Anthony Coleman Ameriprise Financial Services Inc
Richard P Costner G5 Financial Group
Seth Davis RMB Capital
LeeAnn Day LPL Financial
Jordan Dechtman Jordan Dechtman Wealth Management
Louis M DeNiro Ameriprise Financial Services Inc
John Diak Oatley amp Diak
Christopher James Dietz Morgan Stanley
Jeffrey Donahue Donaco Financial Services
Kathleen Drake Ameriprise Financial Services Inc
Pamela Dumonceau Asset One
Robert Eberhardt AampI Financial Services
Mike Edwards Morgan Stanley
Deborah Eggleston The Partners Group
Derek Nathan Eichenwald Triumph Capital Management Page 19
Bret A Elliott Elliott Financial
Daniel D Ellis US Bancorp
Chad Ernzen The Mutual Fund Store
Jason Evans New England Securities
John Wayne Farlow Financial Abundance
Raeyane Farrell Ameriprise Financial Services Inc Page 19
Alexander N Feick Paragon Capital Management
Lawrence Finch G5 Financial Group Page 3
David Findlow Charles Schwab amp Company
Nelisha Firestone Firestone Financial Group
Keith Ryan Fisher Financial Designs
Andrew Flanscha Thrivent Financial
Tamara Fontenot Ameriprise Financial Services Inc
Scott Forsyth G5 Financial Group Page 3
Elyse D Foster Harbor Financial Group
Karl Frank AampI Financial Services
Kimberly Gieseler LPL Financial
James Graham IV Lincoln Financial Advisors
Gerald A Graham Sr The Timberline Group
Kathryn Greene UMB Private Wealth Management
Janet Greiner American Zang Investment Council
Aaron Grey Denver Money Manager
Robert Edmund Grey Denver Money Manager
Whitney Winslow Grimm Summit Wealth ManagementAmeriprise Financial Services Inc
Jerry L Gruber Greenbook Wealth Management Page 10
Stephanie Gudka CUSO Page 11
Eustis Habighorst Public Service Credit Union
Mimi N Hackley Sharkey Howes amp Javer
Adam Watson Hall LPL Financial Page 11
Lowell Hansen Schaefer Financial Management
Chad Michael Harmon AampI Financial Services
Michael J Harrington Morgan Stanley
Roger Harris R Kent Harris amp Associates
Jimmy Hasson Hasson Financial Page 19
Scott M Hauser Ameriprise Financial Services Inc
Ross Haycock Summit Wealth Group
G Bruce Hemmings Morgan Stanley Page 6
Stephanie Herdahl Lincoln Financial Advisors
Debra K Herrington Vision Financial Services
Jennifer Hilts First Command Financial Planning
Jody Hinsey Greenbook Wealth Management Page 10
Robert Hochstadt GHP Investment Advisors
Robert L Holland Jr Life Transition Planners
Kevin D Hollis First Command Financial Planning
Guy Wesley Holman TCI Wealth Advisors
Gregory Horstman Prosperion Financial Advisors
Brett Howard Cherry Street Partners
Lawrence E Howes Sharkey Howes amp Javer
Andrew C Inman Peoples Investment Professionals
Phil Jacobson Synergy Financial Partners
Joseph Janiczek Janiczek amp Company
Patrick Janssen Ameriprise Financial Services Inc
Joel B Javer Sharkey Howes amp Javer
Karen Jessey Wealth Strategies Group Page 4
Debra Marie Johnson Life Transition Planners
Susan Elizabeth Johnston Cherry Hills Investment Advisors Page 13
Marvin Kark MZ Kark and Associates
David Keller Wealth Strategies Group Page 4
Shawn Kelly Townsend Retirement Specialists
Gary Wayne Keyfauver Raymond James
Zachary Kibby Thrivent Financial
Harold W Kirschner Sharkey Howes amp Javer
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
FSbull21
Award winners listed by primary services and listed alphabetically by last name
Cain Kobert Rocky Mountain Wealth Management
Larry N Koenigsberg Raymond James
Patricia Kummer Kummer Financial Strategies Page 15
Paul Lambert Cherry Street Partners
Bruce Larsen Presidential Brokerage
David Lawyer First Command Financial Planning
Chad Leigh Exit amp Retirement Strategies
Dennis A Leonida Raymond James Page 17
Mark Levine US Bancorp Investments
Richard Jason Levine Synergy Financial Partners
Michael Lincoln Lincoln Financial Services
David Loos Charles Schwab amp Company
Ronald C Lottridge Catalyst Financial Strategies
Josh David Lozow Transitions Wealth Management
Tad Michael Lyle Planning Resources
Kimberly Kaye Maez Ameriprise Financial Services Inc
Adam Makkai Makkai Capital Management
Joel Thomas Martin Denver Money Manager
Quinn A Martinez Clear Creek Investment Services
Marla Mason Presidential Brokerage
Nicole May Ameriprise Financial Services Inc Page 19
Cris Robert McBride NFP Securities
Jason Scott McBride Presidential Brokerage
Angel B McCall Lifetime Financial Strategies
Chad McDonnell Denver Investments
Dennis Means LPL Financial
Dot Mechtenberg Dot Mechtenberg
Terry Melonakis Melonakis Financial
Dita Merritt Ameriprise Financial Services Inc
Harve P Meslin Safe Harbor Financial Group
Ann Marie Milinazzo Hadad-Milinazzo Financial Group
Matthew Stephen Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Shawn Moore Morgan Stanley
J Cameron Morgan AampI Financial Services
David Moritz Ameriprise Financial Services Inc Page 18
C Randal Morris Summit Wealth Group
Jesse Morris Summit Wealth Group
David Morrison Prosperion Financial Advisors
Angela Mueting Thrivent Financial
Ryan S Murphy Ameriprise Financial Services Inc Page 7
Jay A Murray RM Infinity Advisors and Solutions for Tuition
Steve R Musick Destiny Capital
Leslie Myers LPL Financial Page 18
Thomas Nazzaro American Portfolios
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Josh Nelson Keystone Financial Services
Neil Norman Nichols Intentional Wealth
Amy Noel LPL Financial
Brad Noland Wagner Wealth Management
Patrick Nolen Nolen Western
William Norris Robert W Baird amp Company
Daniel Noven Noven Financial Group
Elizabeth OrsquoDonnell OrsquoDonnell Wealth Management Page 16
Daniel OrsquoLeary Quintus Financial Services
Sean OrsquoNeill Raymond James
Karen Ogard Robert W Baird amp Company
Dominick Paoloni SMG Partners
Charles Gregory Parr Ameriprise Financial Services Inc
Jeffrey Payne Aspen Wealth Management
Russell Petrin Morgan Stanley
Mary Lee Pierce Ameriprise Financial Services Inc Page 18
Sybil Praski Prosperion Financial Advisors
Christine Raines Azimuth Wealth Management
Jerry R Reiff Morgan Stanley
James A Reinig Reinig amp Associates
David Repka Creative Financial Solutions
Keith Robinson Morgan Stanley
Heather Kristin Roentz Merrill Lynch
Carole L Rominger Full Circle Wealth Management
Eric Rosel Morgan Stanley
Kevin W Ruebesam Thrivent Financial
Karen K Salvatore Shine Investment Advisory Services
Greg Schowe LotusGroup Advisors
Daniel B Schultz Ameriprise Financial Services Inc
Gregory Phillip Seal Seal Financial Services Page 2
Kara Sekavec LPL Financial
Eileen M Sharkey Sharkey Howes amp Javer
Michael Sherman Crestone Capital Advisors
Judith Shine Shine Investment Advisory Services
Andrea Shortino Ameriprise Financial Services Inc
Gary Brian Sidder Life Transition Planners
R Brady Siegrist Janiczek amp Company
Michael G Simmons Transitions Wealth Management
Mark Sindrich Sindrich amp Associates Page 17
Mark Smith MJ Smith and Associates
Mark Andrew Solinski First Allied Securities
Paul Staib Staib Financial Planning
Keith Stechmesser Thrivent Financial
Kelly Stecklein Capital Evolution Group
Stephen L Stribling Morgan Stanley
Kevin Patrick Sullivan Sullivan amp Associates
Marilynne Tarrall NewWest Advisors
Matthew H Tepoorten Charles Schwab amp Company
Mark E Thomas Townsend Retirement Specialists
Kris Tower American Portfolios
Deborah A Towers Towers Wealth Management
Jeff Townsend Townsend Retirement Specialists
Jennifer Trembley Ethos Financial PartnersAmeriprise Financial Services Inc
Scott Tremlett Charles Schwab amp Company
Laura Uchida Invest Financial
James Urbonas Ascent Financial Advisors
Maria Dolores Vargas LPL Financial
Jack Venable Ethos Financial PartnersAmeriprise Financial Services Inc
Gary Wagner Wagner Wealth Management
Rhonda Wagner Ameriprise Financial Services Inc
Carole Wagner-Grauer MetLife
Cortney Walker GW Wealth Management
Damian Walsh Ameriprise Financial Services Inc
Nathan Wangerin Thrivent Financial
Sterling Warburton Raymond James Page 15
Kenneth P Warner Ameriprise Financial Services Inc
Timothy Waters Triumph Capital Management
Rick Watson The Milestone Group
Marilyn S Weaver Presidential Brokerage
Charles Matthew Wernig The Browning Group II
Janet White Shine Investment Advisory Services
Zoe Whitmore Ameriprise Financial Services Inc
Brenda E Wille-Cope First Financial Strategies
Brian Williams GampW Wealth Management
Craig E Williams Williams Investment Network Page 18
Bart Writer Wealth Concepts
Charlene Zahn-Busch Zahn Financial Services
Ron Zimmermann Morgan Stanley Page 12
Diane Zing Trilogy Financial Services
InsuranceMark D Arlen Lincoln Financial
Advisors
Henry Geyelin Carpenter Ameriprise Financial Services Inc
Michael Edwards COPIC Financial Services
Matthew Grant Gehring Summit Wealth ManagementAmeriprise Financial Services Inc
InvestmentsKenneth Acampora Durable Wealth
Management
Patrick Adams PVG Asset Management
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
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wfivestarprofessionalcom
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Award winners listed by primary services and listed alphabetically by last name
Bruce G Allen Bruce G Allen Investments Page 9
Candace Lee Allen Wells Fargo Advisors LLC
Philip Sheridan Almon Wells Fargo Advisors LLC
David Anderson Triad Financial Group
Douglas Maurice Applegate Edward Jones
John Arnold Wells Fargo Advisors LLC
Willis Ashby Integra Financial
Daniel L Austin Thrivent Financial
Stephen Avis Wells Fargo Advisors LLC
Hugh C Bandy Edward Jones
Gordon Bauer LPL Financial
Andy Beasley The Milestone Group
Brad Bickham Sargent Bickham Lagudis
Donald Billings Charles Schwab amp Company
Kenneth Blair Edward Jones
Patrick A Bloomfield Wells Fargo Advisors Financial Network LLC
Donna M Boender Wells Fargo Advisors LLC Page 19
Brian Boudreau Edward Jones
Sara D Boyd CoBiz Wealth
Jeffery Wayne Bruce Edward Jones
Barry C Bruner Wedbush Securities
Keith Bryant RBC Wealth Management
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
James Callahan Janiczek amp Company
William I Callender Lincoln Financial Advisors
Robert M Campbell Wells Fargo Advisors LLC
John Carnes Edward Jones
Mark William Christofferson Wells Fargo Advisors LLC
John Claxton Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 18
William H Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
Travis Cook Travis CookAvant Garde Advisors
David Arthur Cooper Edward Jones
Tony Coppola The Milestone Group
John R Cormey CoBiz Wealth
James Bryan Cornehlsen Capstone Investment Financial Group
Jonathan D Cox Morgan Stanley
Jordan Curry Morgan Stanley
Patty Delucas Wells Fargo Advisors LLC
Warren Greg Denewiler Denewiler Capital Management
Neil P Dermody Wells Fargo Advisors LLC
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Edward Dickey INS Capital Management
Angus Elder Dillon Wells Fargo Advisors LLC
Robin A Dillon Wells Fargo Advisors LLC
Phil Dispense Morgan Stanley Page 12
Matthew Dolan Edward Jones
Neil Draxler Edward Jones
Greyson Drexel Wells Fargo Advisors LLC
Stephen Drexler Wells Fargo Advisors LLC Page 14
Steve Durman Wells Fargo Advisors LLC
Todd A Dussex LPL Financial
Melissa Dyer Raymond James Page 17
David Huber Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC
Steven Ehrman LPL Financial
Geoff Eliason Peak Capital Management
Steve Ellis Colorado Capital Management
Trevor J Emery ACM Wealth Solutions
Galina Y Esterby Morgan Stanley
Nanette Fahrenbruch Edward Jones
Robert Farris Wells Fargo Advisors LLC
Richard Fishel The Fishel Group
Gustin D Fox-Smith Fox-Smith Wealth Management
Kirk Aaron Freedle Innovative Financial Partners
Brian Friedman GHP Investment Advisors
Mark Frohlich Wells Fargo Advisors LLC
Marc Gaudreault Western Wealth Advisors
Geoffrey Todd Gervasini Wakefield Asset Management
Bob Gibson Edward Jones
David Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Jason Kessler Gocke Edward Jones
Kevin James Goldin Morgan Stanley
Stephen Gordon Cornerstone Asset Management
Mark Griffin Wells Fargo Advisors LLC
Elbert Clark Griggs Griggs Wealth Management
Randy R Grose Cherry Creek Retirement Advisors
Edgar George Aaron Gumbiner Marathon Investment Management
Robert Guthrie Merrill Lynch
Melanie Hanby Asset One
Beth Haney Edward Jones
David Hansen Meridian Wealth Management
Guy Harris Edward Jones
Theodore Harris The Milestone Group
Robert L Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley
Tara Hefty-Hume Peak Asset Management
Katherine Heidtbrink Wells Fargo Advisors LLC
Lynn Zickefoose Hendricks Hendricks Financial Services
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Philip Holbert Robert W Baird amp Company
Michael J Hood Morgan Stanley Page 19
Jeffrey Huff Redpoint Capital Management Page 17
Kyle Hurt Lifetime Capital Management
Jeffrey Hutcheson Edward Jones
Eric Jasper Edward Jones
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 7
Nicholas Ryan Jones Morgan Stanley
Steven T Jones Tenacity Investment Group
Robert Hunter Junge Hunter Retirement amp Wealth Management
Linda S Kalat Morgan Stanley
Laurence J Kandel Obermeyer Asset Management Company Page 18
Brandon Kane Wells Fargo Advisors LLC
Craig Lee Kinnunen Janiczek amp Company
Eric Koeplin The Milestone Group
Leon Koob Wells Fargo Advisors LLC
H Scott Koplar Ameriprise Financial Services Inc
Joseph Kozmata Raymond James Page 16
David Kraatz Morgan Stanley
Bradley Kreidle Mainline West
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Porter Landreth Asset One
Leasha K Larsen Edward Jones
Brian C Larson Edward Jones
Daniel Kit Lassen Ameriprise Financial Services Inc
Lori Taylor Lawrence Western Equity Group
Timothy Lawrence Millennium Portfolio Advisors
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
Mark Liley Wells Fargo Advisors LLC
Christopher Long Ameriprise Financial Services Inc
Brad A Lundberg Edward Jones
Bruce Lutz MetLife
Andy Lyford Charlton Investment Services
Christopher Ryan Lynett Wells Fargo Advisors LLC
Tupper MacDowell Robert W Baird amp Company
Leslie A MacGuire LPL Financial
Peter Noel MacMillan Edward Jones
Gary Mangelsdorf LPL Financial
Ted J Manzanares MetLife
Keith O Marks Openheimer amp Company
Raphael Andre Martorello LotusGroup Advisors
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Star
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Star
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Star
Professional
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Star
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Star
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Star
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Star
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Star
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
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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
Award winners listed by primary services and listed alphabetically by last name
Tanya Rebekah Mathews Meridian Wealth Management
Roger D Maurer Maurer amp Associates Page 10
John McCorvie Peak Asset Management
Colin Michael McCoy CGC Financial
Janet L McCoy Seal Financial Services Page 2
Michael McDonald LPL Financial
Richard C McDowell LPL Financial
Brent McGibbon McGibbon Asset Management Page 12
David W Mckinlay David W Mckinlay ChFC
Patricia Anne McNamara Cherry Creek Investment Advisors
Brandy Shera Merriam Ameriprise Financial Services Inc
Craig Louis Miller Morgan Stanley
Lauretta C Moell Wells Fargo Advisors LLC
Rebecca Moreland Robert W Baird amp Company
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management
John P Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Jesse Brooks Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Thomas V OrsquoDonnell Ameriprise Financial Services Inc
Adam OrsquoHair Edward Jones
Mike Oakes Wells Fargo Advisors LLC Page 19
James M Olson Morgan Stanley
David L Overton Halbert Hargrove Global Advisors
Jay Oyer Merrill Lynch
Mark Paller Paller Financial Services Page 15
Daniel Palm Robert W Baird amp Company
Michael Arris Pappas LPL Financial
Christopher Parsons Wells Fargo Advisors LLC
David C Partheymuller The Normandy Group
Edward William Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Craig Perkins CDP Financial
Roy Persky LPL Financial
Kirk R Peterson Peterson Financial Services
Bryan Pieper Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Victoria Lynne Pinder VP Financial Options
Patrick Eugene Pogue Edward Jones
Gary Poling Raymond James
Brent Powell GWN Securities
Mitchell Powers Investment Security Group
Julie F Pribble CoBiz Wealth
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 16
Walter John Rasmussen Morgan Stanley
Natalie Robbins Edward Jones
Bret Allen Roberts Morgan Stanley
Richard Rust Investment Security Group
Richard Sage LPL Financial
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Catherine Stahl Scheuber LPL Financial
Shelley Schlossberg CastleMountain Financial Page 18
Stacia Schmalzer MetLife
Max Scholfield Scholfield Wealth Management
David Schreiber Edward Jones
Kathleen Scott Cherry Hills Investment Advisors Page 13
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones
Steven Setchfield Setchfield Associates
Andleib Seth LotusGroup Advisors
Lesley Shiffrin NTB Advisors
David Burns Siebert First Financial Equity Corporation
Scott W Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Timothy Soderquist Morgan Stanley
Ann Foster Sparks Wells Fargo Advisors LLC
Eric J Srodulski Edward Jones
Richard Alan Stonger Merrill Lynch
William Stordahl Stordahl Capital ManagementWells Fargo Financial Network LLC
Jeffrey R Stotler Edward Jones
Paul Stratton Edward Jones
Adam Jason Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Greg Stringari Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Lee Strongwater Colorado Capital Management Page 19
Peter Lee Swanson Edward Jones
Theodore Swenson LPL Financial Page 19
Jeffrey Swingle Edward Jones
Eric Swope Ameriprise Financial Services Inc
Hony Mahone Tarrall NewWest Advisors
Scott Taylor Value Financial Advisers
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Betsy Thorpe Wells Fargo Advisors LLC
Dustin Tidwell Latitude Financial Group
Herman Tiemens II Wells Fargo Advisors LLC
Kristy Tochihara Morgan Stanley Page 13
Richard Todd Innovest Portfolio Solutions
Vernon Lee Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
Charles Turner The Mutual Fund Store
Martha Turner Edward Jones
David Twibell Custom Portfolio Group
Vincent William Valentine First Financial Strategies
Carin Wagner GHP Investment Advisors
Victor M Walker Wells Fargo Advisors LLC
Chester Wallace Quintus Financial Services
Greg Wambolt Wambolt amp Associates Page 18
Jeff J Warren Wells Fargo Advisors LLC
Robert Webster Webster Investment Advisors
Richard E Weintraub Meridian Wealth Management
Ward Welles Wells Fargo Advisors LLC
Noel Todd Wickwar Morgan Stanley
Chad A Williams Aveo Capital
Don K Williams WMS Financial Group
TH Williams Wells Fargo Advisors LLC
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Matthew Edward Winter Wells Fargo Advisors LLC
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Todd Warren Young Edward Jones
Michael G Zahler Wells Fargo Advisors LLC
Steven Zahorik Wells Fargo Advisors LLC
Curtis A Zeigler Capital Management Group
Jonathan Zeschin Essential Investment Partners
Matthew Ziereis Wells Fargo Advisors LLC
TaxationBruce Bendell Transitions Wealth
Management
Alan Piehl Alan R Piehl CPA
Trust ServicesRichard W Phillips Wells Fargo
Advisors LLC
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Star
Professional
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Star
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Star
Professional
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Star
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star A
ccou
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Five Star Accounting and Estate Planning ProfessionalsHow do you find an accounting or estate planning professional with experience who has a good base of cl ients 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
accounting and estate planning professionals who satisfy 10 objective eligibility and e v a l u a t i o n c r i t e r i a A m o n g m a n y distinguishing attributes the average one-year client retention rate for this yearrsquos award-winning certified public accountants is more than 96 percent Meanwhile our winning estate planning attorneys clock an average of 78 percent of their hours as billable
The 2014 Five Star Certified Public Accountants and Estate Planning Attorneys are a select group representing less than 1 percent of the certified public accountants and 3 percent of the estate planning attorneys in the Denver area
Although this list is a useful tool for anyone looking for help with accounting or managing their estate it should not be considered exhaustive Undoubtedly there are many excellent accounting and estate planning professionals who for one reason or another are not on this yearrsquos list Self-nominations for this award are not accepted Denver award candidates were identified using internal and external research data
AWARDA Select
Award candidates who satisfied the following objective eligibility and evaluation criteria were named 2014 Five Star Certified Public Accountants or Estate Planning AttorneysOF AWARD WINNERS
Determination
Regulatory ReviewAs defined by Five Star Professional the accounting or estate planning professional 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 candidate Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists
bull Each candidate who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed abovebull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a potential winnerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use taxation or estate planning services in order to provide consumers the
opportunity to submit complaints regarding a potential winner
Eligibility Criteria ndash Required1 Credentialed licensed attorney 2 Actively employed as a credentialed professional in
the estate planning services industry for a minimum of five years
3 Favorable regulatory and complaint history review 4 A minimum of 50 percent of practice focus on estate
planning services 5 Accepting new clients
Evaluation Criteria ndash Considered 6 Number of transactions in last 12 months 7 Number of client households served 8 Industry and board certifications 9 Education and professional designations 10 Pro bono activities
Estate Planning AttorneysEligibility Criteria ndash Required 1 Credentialed Certified Public Accountant (CPA)2 Actively employed as a credentialed professional in
the accounting services industry for a minimum of five years
3 Favorable regulatory and complaint history review4 Accepting new clients5 Spend more than 50 percent of their time on taxation
or other accounting services
Evaluation Criteria ndash Considered6 One-year client retention rate7 Five-year client retention rate8 Number of clients served9 One-year billing realization rate10 Educat ion and profess ional des ignat ions
certifications
Certified Public Accountants
2014 Denver
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Star
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Star
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Star
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Star
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Star
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
FSbull25
2014 Fiv
e Star A
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Daniel C Doherty
357 Main StLongmont CO 80501
Phone 303-532-2880Fax 303-532-2990dandanieldohertylawcomwwwdanieldohertylawcom
bull Estate planning taxation wills and trusts bull Estate probate and trust administration bull Business formation and succession planning
How Might We Be of Service to You
Never has a client asked that their estate or business planning be complicated diffi cult to understand or costly Everyone wants to keep it simple Unfortunately onersquos circumstances may require us to shift further up the continuum of complexity to resolve the challenge I strive to communicate with my clients in plain English to enable them to fully understand the pros and cons of the options available and the planning I propose
Juris DoctorateMaster of Laws of Taxation
Mira Fineacute
1999 Broadway Ste 4000Denver CO 80202
Offi ce 303-298-9600mfi neheincpacomwwwheincpacom
bull Service rooted in integrity listening and respectbull Technical knowledge to achieve identifi ed goals bull Independent thinking to provide objective advice
Connecting With Clients to Reach Their Goal
Mira has the ability to connect with clients and maintain open and constant communication to help drive decisions Using a solutions-based approach ideas and thoughts are shared in a collaborative environment with the focus on what is best for the client Mira believes various perspectives and points of view are important in achieving the best outcome which ultimately leads to prosperous and satisfi ed clients
Partner National Director of Tax Services
Ryan Senger
6000 Greenwood Plz Blvd Ste 125Greenwood Village CO 80111
Direct 303-488-7575Offi ce 303-488-7570RyanBorchardtSengercomwwwBorchardtSengercom
bull Comprehensive tax compliance servicesbull Intelligent tax planning strategiesbull Expert support for high-net-worth clients
Level of Service You Deserve
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 15 years of public accounting experience He has extensive experience working with partnerships S corporations and individuals Our fi rmrsquos focus is to provide accurate and timely advice to assist our clients in making informed business and personal tax decisions
Partner CPA MT
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Star
Professional
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Star
Professional
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Star
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Star
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Star
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
FSbull26
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
2014 Fiv
e Star A
ccou
ntin
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d E
state Plan
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mdash w
wwfivestarprofessionalcom
Success requires
patience discipline
and diligence
mdash Five Star award winner
Award winners listed by primary services and listed alphabetically by last name
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
AccountingMarilyn Burnside Marilyn R
Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey and Company Professional Corporation
Mona Feeley WhippleWood CPAs
Mira Fineacute Hein amp Associates Page 25
Brenda A French Brenda A French CPA
Lenae Jackson May Jackson Hendrick
Gary Jacobs Gary A Jacobs and Associates
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Eric Lake Holben Hay Lake Balzer CPAs
Daniel Noven Noven amp Associates
Alan Piehl Alan R Piehl CPA
William Rooney Crowe Horwath
Ken Saliman Smith Brook Bolshoun amp Company
Mark L Sanders Mark L Sanders CPA
Michael V Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates Page 25
Joey Simon Smith Brook Bolshoun amp Company
Ernest Villany Boulder Valley CPAs
Donna J Ward Ward amp Associates CPAs
Richard Whipple WhippleWood CPAs
Gregory Zick Zick Business Advisors
Estate PlanningMichael Bland Bryan Cave
James W Buchanan III Buchanan amp Stouffer
Nancy R Crow Pendleton Wilson Hennessey amp Crow
Frank J Danzo III Chayet amp Danzo Page 26
Daniel Doherty Doherty Law Office Page 25
John Eckstein Fairfield and Woods
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
William Krems Davis Graham amp Stubbs
James Littlepage James Littlepage Law Offices
Nathan Merrill Goodspeed amp Merrill
David Osterman Osterman Law Firm
Jane Paddison Jane Caddell Paddison
Kristin Pineiro Wallace Scott
Daniel Rich Steele Street Bank amp Trust
Timothy Scott Wallace Scott
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 26
650 S Cherry St Ste 710Denver CO 80246Office 303-355-8500FrankColoradoElderLawcom
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
EstateBusiness Planning Elder Law
600 17th St Ste 2800Denver CO 80202Office 303-226-5861kzaloudekmshzlawcomwwwmszhlawcom
Kevin Zaloudek
Mills Schmitz Halstead amp Zaloudek has built a reputation of providing legal services without the customar y overhead of a typical law firm With practice areas ranging from tax and litigation to real estate and IP law Mills Schmitz Halstead amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
ww
wfivestarprofessionalcom
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Hemmings Group at Morgan StanleyExcellence in Wealth Management
Asset ManagementAccess to Lending ServicesWealth Protection
Left to right Adam Goble Financial Advisor Joyce Moreno Senior Registered Associate two-year winner G Bruce Hemmings Senior Vice President Wealth Management Senior Portfolio Management Director
Financial Advisor Brandy Carlson Registered Associate Gary Edgar Financial Advisor
bull Comprehensive wealth management and fi nancial planningbull Personalized portfolio management for high-net-worth clientsbull Multigenerational family focus and custom-tailored solutions
For 34 years and counting individuals and organizations throughout northern Colorado have looked to The Hemmings Group led by two-time Five Star award winner Bruce Hemmings to provide customized fi nancial strategies to help meet their fi nancial objectives They provide comprehensive wealth management strategies a disciplined investment process and clear communication to create a customized fi nancial strategy designed to meet their clientsrsquo fi nancial goals
6125 Sky Pond Drive Suite 100 bull Loveland CO 80538Office 970-776-5501 bull Toll-free 866-749-5423wwwmorganstanleyfacomhemmingsgroup
copy2014 Morgan Stanley Smith Barney LLC Member SIPC
PhilosophyTherersquos no substitute for experience and integrity
Client approachPlanning-based needs-driven
Industry experienceG Bruce Hemmings 34 years
Five Star award winnerG Bruce Hemmings 2012 2014
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Garret T JettYour Wealth Your Future Our Focal Point
Areas of Focus Wealth Management Financial Planning Tax Preparation Risk Mitigation Strategies
Left to right Kathleen Leopold three-year winner Garret Jett Financial Advisor Gregory Dexter Financial Advisor three-year winner Ryan Murphy Financial Advisor
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
bull We aim to steward business with Christian values and beliefs
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 The goal of this system is to provide you with the confi dence needed to navigate through the ldquonew-normal economyrdquo and prepare for the certainty of uncertainty in life We inform our clients on their investment options for the issues that matter most while adhering to our integrity and ethics
10375 Park Meadows Drive Suite 125 bull Lone Tree CO 80124Office 303-222-2612 Ext 2612 bull Toll-free 800-332-9222 Ext 2612
gjettampfcom bull ameripriseadvisorscomgarrettjettInvestors 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 Asset allocation does not assure a profit or protect against loss in declining markets
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Trailhead Wealth Management LLCService Advice Simplicity
Helping Our Clients Pursue Their Desired Quality of Life
Left to right Ryan Holocher Client Associate 2014 winner Greg Stringari PartnerSenior PIM Portfolio Manager Candace Gardner Branch Administrator Sarah Giammaria Marketing Associate Audrey Ingram Operations Manager
2014 winner Bryan Pieper PartnerSenior PIM Portfolio Manager
bull We believe that clientsrsquo interests come before our own and that transparency is keybull Comprehensive wealth management begins with a plan that is reviewed oftenbull The simplest strategy may often be the best to accomplish your goals
Trailhead Wealth Management LLC is a private investment and wealth management fi rm located in Louisville Colorado founded by Bryan Pieper amp Greg Stringari The Trailhead team has set out to create a new standard in the fi nancial services industry focused on high-quality client service knowledgeable
advice from experienced and reliable advisors and simple easy-to-understand plans to help our clients reach their fi nancial goals With 70-plus years of combined experience our services range from investment and portfolio management to college retirement and insurance planning
801 Main Street Suite 300 bull Louisville CO 80027Office 720-625-3300
wwwtrailheadwmcom
Investment products and services are offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Wells Fargo Advisors is the trade name used by two separate registered broker-dealers Wells Fargo Advisors LLC and Wells Fargo Advisors Financial Network LLC Members SIPC non-bank affiliates of Wells Fargo amp Company
Trailhead Wealth Management LLC is a separate entity from WFAFN [CAR 0814-05123]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Bruce G Allen
Making Your Wealth Work for You
Three-year winner Bruce Allen President AIFAreg CIMAreg CPWAregGeneral Securities Principal
bull We build manage protect and transition wealth for our clients
bull Our process starts and fi nishes by listening to you
bull We then provide independent objective unbiased and cost-eff ective solutions
We help clients build manage protect and transition wealth
I created Bruce G Allen Investments LLC to help our clients build manage protect and transition their wealth We take a comprehensive approach to wealth management by touching on the four cornerstones of investments credit and liability
management risk management and estate and trust matters We do all of this so that we can help our clients create a sense of well-being prosperity and peace of mind
370 17th Street Suite 3580 bull Denver CO 80202Office 303-592-5535 bull Fax 303-592-5534
ballennationsfgcom 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
Bruce G Allen Investments LLC
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Jerry L GruberJody Hinsey
A Comprehensive Integrated Disciplined Approach
bull A strategy-fi rst approach
bull Dedicated and unbiased service and advice
bull Building lasting client relationships
Left to right Terri Tillotson Offi ce ManagerExecutive Assistant 2014 winner Jody Hinsey Partner three-year winner Jerry L Gruber Certifi ed Wealth Strategist CLUreg ChFCreg CWS OwnerPartner Mary Ann Perez Marketing Coordinator
We are an independent fi nancial planning fi rm and 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 104Englewood CO 80112
Offi ce 303-290-6113Toll-free 888-290-6117
jgrubergreenbookwmcomjodygreenbookwmcomwwwgreenbookwmcom
Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inc
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCOthree-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the third straight year
4600 South Syracuse Street Suite 1060Denver CO 80237
Offi ce 303-757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Financial Dynamics LLC
Guiding Clients Toward Financial Independence Since 1993
bull Wealth management specialists
bull Risk management specialists
bull Business planning specialists
Left to right Three-year winner Christopher P Bruhl CLUreg ChFCreg CFPreg Wealth Advisor Holly Jones Operations Manager 2014 winner Adam W Hall CFPreg Wealth Advisor
Our goal is to coordinate both investment management and risk management strategies crafting eff ective multidisciplinary fi nancial plans for business owners and those that value fi nancial independence 14143 Denver West Parkway Suite 510
Golden CO 80401
Offi ce 720-445-7294Offi ce 303-942-1717
christopherbruhllplcom myfi nancialdynamicscom
Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Stephanie E Gudka
Comprehensive Financial Services and Asset Management
bull Understanding your goals and fi nancial values
bull Developing strategies tailored to your needs
bull Delivering a high level of personal service
Left to right Coleen Crews CFS Registered Sales Assistant 2014 winner Stephanie E Gudka CFPreg CFS Executive Financial Advisor Laura Saunders CFS Registered Representative
Stephanie Gudka has provided her clients with dedicated unbiased personalized service and advice for more than 20 years Her experience and independence allow her to off er an objective approach to serving all of your asset needs including investments insurance estate and retirement planning Stephanie and her team can help you make informed decisions about your investment strategy and guide you toward reaching your fi nancial goals
Several locations to serve you Thornton Northglenn and Westminster
8851 Harlan StreetWestminster CO 80031
Offi ce 303-487-8466
cfs-sgudkabellcoorg wwwbellcoorgstephanie-gudka
Investment products and services offered through CUSO Financial Services LP (CFS) are not NCUANCUSIF insured are not credit union guaranteed and may lose value
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Ron Zimmermann Financial Advisor Manda Neuman Client Service Associate three-year winner Phil Dispense Financial Advisor Kaitlin Inchauspe Registered Associate two-year winner Gary Peterson Financial Advisor
The philosophy of the Falcon Group is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while seeking to provide our clients with an acceptable rate of return We manage portfolios tactically with the objective of controlling risk and generating returns consistent with the customized goals and objectives of our clients Phil Dispense Five Star award winner 2012 2013 and 2014 Gary Peterson Five Star award winner 2012 and 2013 Ron Zimmermann Five Star award winner 2012 and 2014
370 17th Street Suite 2800 Denver CO 80202
Offi ce 303-572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstance from an independent tax advisor copy2014 Morgan Stanley Smith Barney LLC Member SIPC
McGibbon Asset Management
Customized and Personalized Wealth Management
bull Formulating investment strategies that are comfortable for your risk tolerance
bull Our quality fee-based-only management eff ectively aligns your success avoiding the confl ict of interest that comes from prepackaged investments
Left to right 2014 winner Brent McGibbon CIO Mark Stromberg Independent Sales Director
With a strong market understanding McGibbon Asset Management brings both discipline and structure to your portfolio Your investments stay on track with your long-term strategy We remove the emotion from investing by fi ltering through market information available and advising changes to your portfolio only when they are consistent with your specifi c investing goals Your money will be closely managed in-house using a fundamental value investing strategy
McGibbon Asset Management8400 East Prentice Avenue Suite 1360
Greenwood Village CO 80111
Offi ce 303-757-8623 Cell 303-378-4249
bmcgibbonmcgibbon-assetcom wwwmcgibbon-assetcom
McGibbon Asset Management is an independent advisor that is registered with the State of Colorado
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Three-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Senior Registered Associate
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 27 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 24 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120Boulder CO 80302
Kristy 303-545-1844Noel 303-545-1845
kristytochiharamorganstanleycomwwwmorganstanleyfacomtochiharaculberson
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Cherry Hills Investment Advisors IncHelping You Navigate Your Financial Future
bull Dedicated professionals with decades of experience and training
bull Comprehensive investment management and fi nancial planning advice
bull Serving the Colorado community since 1999
Left to right Seated Chelsey Knight Client Services Manager 2014 winner Kate Scott CFPreg CPA Principal Standing Elisabeth Jacobson Investment Advisor 2014 winners Valerie Antonioli CFPreg Principal and Susie Johnston CFPreg Principal and Founder
Cherry Hills Investment Advisors is a wealth management fi rm that works with individuals families and small businesses to design and implement personalized fi nancial strategies Throughout each lifecycle event we serve as our clientsrsquo fi nancial advocate and provide thoughtful counsel on a wide range of wealth management issues We welcome this opportunity to further introduce our fi rm
8400 East Prentice Avenue Suite 1010Greenwood Village CO 80111
Offi ce 303-703-4560
infochiaplancomwwwchiaplancom
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Drexler Groupof Wells Fargo Advisors
bull Disciplined portfolio risk management
bull Process-driven results
bull Personalized goals-based wealth management strategies
Left to right Frank Djonbalaj Mick Pepper Susie Kaufman 2014 winner Stephen Drexler Je Byers
Our focus at the Drexler Group is to simplify enhance and preserve our clientsrsquo fi nancial well-being We hold ourselves to the highest level of accountability as we work in partnership with our clients helping them reach their fi nancial goalsOur belief is that ldquodiscipline is more important than convictionrdquo when it comes to managing risk
102 South Tejon Street Suite 1000 10th FloorColorado Springs CO 80903
Offi ce 719-636-8000Direct 719-636-8044
stephendrexlerwfadvisorscom wwwthedrexlergroupcom
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02994]
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
Top five questions that wealth managers want clients to answer
From research conducted by Five Star Professional April 2011
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Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce 303-200-1441Cell 719-210-6817toddwarburtonraymondjamescomFrontRangeFinancialConsultingcom
bull Retirement planningbull Custom portfolio managementbull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPCThis award is bestowed by an independent third-party organization not affiliated
with Raymond James
Senior Vice President ndash Investments Branch Manager
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce 303-689-7424Toll-free 800-991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 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
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial 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
Private Wealth AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
Patricia Kummer
8871 Ridgeline Blvd Ste 100Highlands Ranch CO 80129
Offi ce 303-470-1209patkummerfi nancialcomwwwkummerfi nancialcom
bull Creating ethical solutions for 28 years bull Objective personal guidance bull Tailored wealth accumulation strategies
Creating Financial Peace of Mind
KFS is a dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Come experience our full-service personal attention to your specifi c needs We provide fi nancial services education and advice to professionals and families
CERTIFIED FINANCIAL PLANNERtrade
Mark R Paller
68 Inverness Ln E Ste 203Englewood CO 80112
Offi ce 303-858-0045markpallerpallerfi nancialcomwwwPallerFinancialcom
bull Established in 1997 bull Independent and transparent bull Operates under a fi duciary standard
You Are the Only One Who Counts
Paller Financial is dedicated to asking the tough questions of why how and what if By doing so we increase the probability of executing a successful fi nancial plan Our work is designed to manage risk secure appreciation and create regular income Integrated with the proper legal documents the outcome becomes self-evident
CPAPFS CFPreg CLUreg ChFCregcopy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
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Star
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Star
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Star
Professional
SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Tom Abboud
6383 S Rifl e StAurora CO 80016
Offi ce 720-252-6004TomAbboudLPLcomVeritasfi nancialplanningcom
bull Truthful honest and upfront on everything bull First priority is your fi nancial success bull Customized fi nancial plans that fi t you
Veritas Noun Latin Meaning Truth
The pursuit of meaningful goals is something we all share Whether yoursquore planning for retirement to fund education for your children or grandchildren or to leave a legacy for the next generation Veritas Financial Planning can help you succeed With an understanding of individual needs and goals we will implement a personalized wealth management plan then monitor and adjust it as necessary to help you achieve those goals
LPL Financial Planner
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
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade professional 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 CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 2013 and 2014
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC This award is bestowed by an independent third-party organization not affiliated with Raymond James
CFPreg CFAreg
Sandon Purcell
Purcell Capital Management 5299 DTC Blvd Ste 210Greenwood Village CO 80111
Offi ce 303-800-3350Toll-free 888-338-4713
sandonpurcellwfafi netcomwwwpurcellcapitalcom
bull More than 60 years of combined experiencebull Multigenerational servicesbull Dividend-oriented income strategies
A Team Approach to Assist
It is our mission to always be committed to our core values of client service integrity and honest advice Because we have the support of a large fi rm such as Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone we believe we are able to off er our clients the very best possible experience Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate of
Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0814-05500 ]
Branch Manager
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80209Phone 303-331-6434elizabethovoyafacom wwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
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 makes 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 o ered through Voya Financial Advisors Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by Voya Financial Advisors
Financial Advisor MBA University of Colorado
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Professional
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Star
Professional
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Star
Professional
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Star
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Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone 303-792-7340 Ext 2Direct 720-209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
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 CERTIFIED FINANCIAL PLANNERtrade 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 Five Star Wealth Manager 2012 2013 and 2014 Securities o ered through Raymond James Financial Services Inc Member FINRASIPC This award
is bestowed by an independent third-party organization not a liated with Raymond James
CFPreg MBA
Mark Sindrich
1490 S Pearl StDenver CO 80210
Offi ce 303-744-8899Toll-free 800-825-8259infosindrichcomwwwsindrichcom
bull Clarity confi dence consensus accountabilitybull Answers to the what-ifs that keep you up at nightbull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions that are clear and simple to each of our clientsrsquo unique fi nancial needs We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be o ered through NFP Advisor Services LLC Member FINRASIPC NFP Advisor Services LLC is not a liated with Sindrich amp Associates
CERTIFIED FINANCIAL PLANNERtrade
Dennis A Leonida
Raymond James Financial Services Inc 8400 E Prentice Ave Ste 1100Greenwood Village CO 80111
Offi ce 303-629-7500Toll-free 800-268-2689
dennisleonidaraymondjamescom
wwwraymondjamescomcfg
bull Comprehensive fi nancial planning bull Business continuity planning bull Employee benefi ts planning
Personalized Financial Planning
Our mission is to create an innovative client experience Through our tireless client service and industry-leading research we focus on assisting our clients in not only defi ning their fi nancial goals but more importantly developing a plan to achieve them
Securities offered through Raymond James Financial Services Inc Member FINRASIPCThis award is bestowed by an independent third-party organization not affiliated with
Raymond James
ChFCreg CLUreg
Jeffrey T Huff
6400 S Fiddlerrsquos Green Cir Ste 1840Greenwood Village CO 80111Offi ce 720-963-6120Cell 303-888-5511jeff reyhuff wfafi netcom
bull Highly personalized service and advice bull Customized portfolio management bull Retirement income and risk management
Professional Advice With Integrity
For over 26 years Jeff has provided his clients with customized comprehensive wealth management strategies and unbiased advice Talk to us if you seek a rich honest dialogue about your individual investment goals and challenges
Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate
of Wells Fargo amp Company Redpoint Capital Management is a separate entity from WFAFN [CAR 0914-02327]
President Branch Manager
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Star
Professional
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Star
Professional
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Star
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Star
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Professional
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Star
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SPECIAL ADVERTISING SECTION
2014 Fiv
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
23596 Currant DrGolden CO 80401Phone 303-384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
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
CFPreg President LPL Registered Principal
CastleMountain Financial Services Inc
3200 Cherry Creek S DrSte 480Denver CO 80209Phone 303-733-4305lonnyobermeyerassetcomwwwobermeyerassetcom
Laurence J Kandel
I would like to thank our wonderful clients for their continued loyalty
Rankings andor recognition by una liated rating services andor publications should not be construed by a client or prospective client as a guarantee that heshe will experience a certain level of
results if Obermeyer is engaged or continues to be engaged to provide investment advisory services nor should it be construed
as a current or past endorsement of Obermeyer by any of its clients A copy of Obermeyerrsquos current written disclosure statement discussing its advisory services and fees is available upon request
Vice President Investments and Client Advisory
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office 720-836-4534
David W Moritz
I work one-on-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
Financial Advisor CFPreg
2229 S Joliet Way Aurora CO 80014 Direct 303-306-6639 katiecollinslplcom wwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 30 years of experience mdash Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
4419 Orofino CtCastle Rock CO 80108Office 303-663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
An Ameriprise Platinum Financial Servicesreg practice I help my clients plan for their dreams through a comprehensive financial planning approach and long-term investment 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
Financial Advisor CFPreg CLUreg
7665 E Windford StParker CO 80134Office 303-805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams works with high-net-worth individuals family offices and business owners to build sophisticated investment portfolios containing stocks bonds and other asset c lasses that emulate the endowment-style investing employed by large institutional investors
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Myers Financial Limited650 S Cherry St Ste 1250Denver CO 80246Office 303-393-0340Cell 303-319-1752lesliemyerslplcomwwwlplcomlesliemyers
Leslie A Myers
Leslie Myers treats her clients as partners in the investment and management of their assets Her personal touch which focuses on the individual as well as the family needs and wants has enabled her to generate new clients while maintaining a loyal clientele for many years
Securities o ered through LPL Financial Member FINRA SIPC
CFPreg MBA CLUreg ChFCreg LPL Financial Planner
13976 W Bowles Ave Ste 200Littleton CO 80127Office 720-962-6700Cell 303-808-4767wwwwamboltandassoccom
Greg Wambolt
Truth is wealth wonrsquot manage itself Reaching your goals takes a team dedicated to you mdashnot to their firm Our process is proven to identify planning gaps reduce complexity and deliver the best rate of return possible Itrsquos why successful people call on us to grow and protect their wealth Greg ldquoFinish Strongrdquo Wambolt is a f ly fisherman and a sport clay shooter
CFPreg CLUreg ChFCreg
If yoursquore in this business for money
alone you will never make it You have to
genuinely want to make a difference in your
clientsrsquo lives
mdash Five Star award winner
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Professional
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Professional
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Star
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Star
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Star
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Star
Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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1801 13th St Ste 200Boulder CO 80302Office 303-541-2047michaeljoakeswellsfargocom
Mike Oakes
For nearly a decade Mike has helped clients implement investment strategies and feel confident in their financial decisions Contact Mike Oakes for a consultation
Wells Fargo Advisors LLC Member SIPC is a registered broker-dealer and a separate non-bank a liate of Wells Fargo amp Company
[CAR 0814-03128]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor
5610 Ward Rd Bldg 100 Ste 110Arvada CO 80002Office 303-393-2456tedswensonlplcomswensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
Denver CO 80202Office 720-399-5555Cell 720-495-1317DerekETriumphCapitalManagementcomTriumphCapitalManagementcom
Derek N Eichenwald
Mr Eichenwald assists clients of Triumph Capital LLC on their l ifetime financial and strategic goals through sound asset management risk planning retirement planning and advanced estate planning techniques
1610 Wynkoop Street Suite 550 Denver CO 80202Securities o ered through JP Turner amp Company LLC (Member SIPC) JP Turner amp Company LLC is not a liated with Triumph Capital LLC
JPT090914-1519
CEO and Senior Investment Executive
8751 E Hampden Ave Ste B-10Denver CO 80231Phone 303-243-5722jimmyhassonlplcomwwwhassonfinancialscom
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 investment advisory retirement planning and education planning
Securities o ered through LPL Financial Member FINRASIPC
CERTIFIED FINANCIAL PLANNERtrade
4430 Arapahoe AveBoulder CO 80303Office 303-444-9300leecoloradocapcomwwwcoloradocapcom
Lee Strongwater
Integrity Quality Results
At Colorado Capital Management we seek to understand the purpose money serves for you before we put it to use We do this by listening and understanding what is most important and then by designing a prudent plan for you to achieve your cherished goals
Financial Advisor
5251 DTC Pkwy Ste 1500Greenwood Village CO 80111Office 303-925-9648michaeljhoodmorganstanleycommorganstanleyfacomhood
Michael J Hood
As your financial advisor I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve 2014 Five Star award winner
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP
(with ame design) in the US copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President CFPreg
7979 E Tufts Ave Ste 715Denver CO 80237Direct 303-689-7480nicolemayampfcomameripriseadvisorscomnicolemay
Nicole May
What are your dreams and goals for retirement I am passionate about working with my clients and want them to experience financial confidence now and in retirement It starts with a conversation discussing cash reserves debt management investments and taxes
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
Financial Advisor CERTIFIED FINANCIAL PLANNERtrade professional
7979 E Tufts Ave Ste 715Denver CO 80237Phone 303-689-7448raeyanexfarrellampfcomameripriseadvisorscomraeyanexfarrell
Raeyane Farrell
Whether itrsquos a long way off fast approaching or already a reality you have dreams and goals for your retirement I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs
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
MBA Financial Advisor
Wells Fargo Advisors LLC3200 Cherry Creek S Dr Ste 100Denver CO 80209Phone 303-248-0842Toll-free 800-777-1401DonnaBoenderWFAdvisorscom
Donna M Boender
Donna Boender CERTIFIED FINANCIAL PLANNERtrade 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 Visit wwwWFAdvisorscomdonnaboender
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02380 91514]
Senior Vice President ndash Investment Officer
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Professional
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SPECIAL ADVERTISING SECTION
2014 Fiv
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Award winners listed by primary services and listed alphabetically by last name
Business PlanningMark Goodside Retirement
Solutions of Colorado
William E Roberts AUCTORIS
Bernard Taillon Triad Financial Group
Kerry Linn Walker Business Owner Solutions
Estate PlanningRichard H Hartmann AUCTORIS
Reid M Johnson MBA Wealth Management
Financial PlanningChad Aaberg Thrivent Financial
Thomas Abboud Veritas Financial Planning Page 16
Chad Michael Alevras Gregory amp Associates
Vasil W Allabashi Wealth Strategies Group Page 4
Gregory Robert Anderson GRAnderson Wealth Management Group
Valerie Antonioli Cherry Hills Investment Advisors Page 13
Nathan M Archuleta Summit Wealth Group
Craig Arfsten Prosperion Financial Advisors
Terri Ashton Townsend Retirement Specialists
Colleen Askew Knopinski amp Fauver Financial Advisors
Mark Autterson Win Advisor
Stephen Baker Ameriprise Financial Services Inc
Ali Barghelame Barghelame Wealth Advisors
Linda R Barker Ethos Financial PartnersAmeriprise Financial Services Inc
John T Barry Barry Financial Services
Jeffrey Bartleson Ameriprise Financial Services Inc
Bob Bastiaans Ameriprise Financial Services Inc Page 15
Dana Bath Aveo Capital
Tom Baumler Asset One
Richard Bellmar Bellmar Family Financial
Benjamin Wills Bender Raymond James
John R Bennett First Command Financial Planning
A Raymond Benton Benton amp Company
Amy Berk Ameriprise Financial Services Inc
David Billingslea Ameriprise Financial Services Inc
Matthew R Blake My Portfolio Guide
Mitchell Lewis Bloom Bloom Financial
Thomas Boh Robert W Baird amp Company
Steve Booren Prosperion Financial Advisors
Kean Boucher Boucher Wealth Management Group Page 5
Paula Boyka Raymond James
Carol Rogers Breglio Ameriprise Financial Services Inc
Michael J Broker Trilogy Financial Services
Mark R Brown Brown amp Tedstrom
Michael V Brown Morgan Stanley
JA Tyler Browning II The Browning Group II
James Roland Brubaker Exit amp Retirement Strategies
Stephen Brubaker Exit amp Retirement Strategies
Christopher P Bruhl LPL Financial Page 11
Stephanie Bruno SBWA
Matthew Carpinelli AFC Wealth Management Group
Madison Anne Carter Morgan Stanley
Karlton D Childress Sharkey Howes amp Javer
Loretta Chiofolo Ameriprise Financial Services Inc
Michael Cohen Lincoln Financial Advisors
Michael Anthony Coleman Ameriprise Financial Services Inc
Richard P Costner G5 Financial Group
Seth Davis RMB Capital
LeeAnn Day LPL Financial
Jordan Dechtman Jordan Dechtman Wealth Management
Louis M DeNiro Ameriprise Financial Services Inc
John Diak Oatley amp Diak
Christopher James Dietz Morgan Stanley
Jeffrey Donahue Donaco Financial Services
Kathleen Drake Ameriprise Financial Services Inc
Pamela Dumonceau Asset One
Robert Eberhardt AampI Financial Services
Mike Edwards Morgan Stanley
Deborah Eggleston The Partners Group
Derek Nathan Eichenwald Triumph Capital Management Page 19
Bret A Elliott Elliott Financial
Daniel D Ellis US Bancorp
Chad Ernzen The Mutual Fund Store
Jason Evans New England Securities
John Wayne Farlow Financial Abundance
Raeyane Farrell Ameriprise Financial Services Inc Page 19
Alexander N Feick Paragon Capital Management
Lawrence Finch G5 Financial Group Page 3
David Findlow Charles Schwab amp Company
Nelisha Firestone Firestone Financial Group
Keith Ryan Fisher Financial Designs
Andrew Flanscha Thrivent Financial
Tamara Fontenot Ameriprise Financial Services Inc
Scott Forsyth G5 Financial Group Page 3
Elyse D Foster Harbor Financial Group
Karl Frank AampI Financial Services
Kimberly Gieseler LPL Financial
James Graham IV Lincoln Financial Advisors
Gerald A Graham Sr The Timberline Group
Kathryn Greene UMB Private Wealth Management
Janet Greiner American Zang Investment Council
Aaron Grey Denver Money Manager
Robert Edmund Grey Denver Money Manager
Whitney Winslow Grimm Summit Wealth ManagementAmeriprise Financial Services Inc
Jerry L Gruber Greenbook Wealth Management Page 10
Stephanie Gudka CUSO Page 11
Eustis Habighorst Public Service Credit Union
Mimi N Hackley Sharkey Howes amp Javer
Adam Watson Hall LPL Financial Page 11
Lowell Hansen Schaefer Financial Management
Chad Michael Harmon AampI Financial Services
Michael J Harrington Morgan Stanley
Roger Harris R Kent Harris amp Associates
Jimmy Hasson Hasson Financial Page 19
Scott M Hauser Ameriprise Financial Services Inc
Ross Haycock Summit Wealth Group
G Bruce Hemmings Morgan Stanley Page 6
Stephanie Herdahl Lincoln Financial Advisors
Debra K Herrington Vision Financial Services
Jennifer Hilts First Command Financial Planning
Jody Hinsey Greenbook Wealth Management Page 10
Robert Hochstadt GHP Investment Advisors
Robert L Holland Jr Life Transition Planners
Kevin D Hollis First Command Financial Planning
Guy Wesley Holman TCI Wealth Advisors
Gregory Horstman Prosperion Financial Advisors
Brett Howard Cherry Street Partners
Lawrence E Howes Sharkey Howes amp Javer
Andrew C Inman Peoples Investment Professionals
Phil Jacobson Synergy Financial Partners
Joseph Janiczek Janiczek amp Company
Patrick Janssen Ameriprise Financial Services Inc
Joel B Javer Sharkey Howes amp Javer
Karen Jessey Wealth Strategies Group Page 4
Debra Marie Johnson Life Transition Planners
Susan Elizabeth Johnston Cherry Hills Investment Advisors Page 13
Marvin Kark MZ Kark and Associates
David Keller Wealth Strategies Group Page 4
Shawn Kelly Townsend Retirement Specialists
Gary Wayne Keyfauver Raymond James
Zachary Kibby Thrivent Financial
Harold W Kirschner Sharkey Howes amp Javer
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
FSbull21
Award winners listed by primary services and listed alphabetically by last name
Cain Kobert Rocky Mountain Wealth Management
Larry N Koenigsberg Raymond James
Patricia Kummer Kummer Financial Strategies Page 15
Paul Lambert Cherry Street Partners
Bruce Larsen Presidential Brokerage
David Lawyer First Command Financial Planning
Chad Leigh Exit amp Retirement Strategies
Dennis A Leonida Raymond James Page 17
Mark Levine US Bancorp Investments
Richard Jason Levine Synergy Financial Partners
Michael Lincoln Lincoln Financial Services
David Loos Charles Schwab amp Company
Ronald C Lottridge Catalyst Financial Strategies
Josh David Lozow Transitions Wealth Management
Tad Michael Lyle Planning Resources
Kimberly Kaye Maez Ameriprise Financial Services Inc
Adam Makkai Makkai Capital Management
Joel Thomas Martin Denver Money Manager
Quinn A Martinez Clear Creek Investment Services
Marla Mason Presidential Brokerage
Nicole May Ameriprise Financial Services Inc Page 19
Cris Robert McBride NFP Securities
Jason Scott McBride Presidential Brokerage
Angel B McCall Lifetime Financial Strategies
Chad McDonnell Denver Investments
Dennis Means LPL Financial
Dot Mechtenberg Dot Mechtenberg
Terry Melonakis Melonakis Financial
Dita Merritt Ameriprise Financial Services Inc
Harve P Meslin Safe Harbor Financial Group
Ann Marie Milinazzo Hadad-Milinazzo Financial Group
Matthew Stephen Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Shawn Moore Morgan Stanley
J Cameron Morgan AampI Financial Services
David Moritz Ameriprise Financial Services Inc Page 18
C Randal Morris Summit Wealth Group
Jesse Morris Summit Wealth Group
David Morrison Prosperion Financial Advisors
Angela Mueting Thrivent Financial
Ryan S Murphy Ameriprise Financial Services Inc Page 7
Jay A Murray RM Infinity Advisors and Solutions for Tuition
Steve R Musick Destiny Capital
Leslie Myers LPL Financial Page 18
Thomas Nazzaro American Portfolios
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Josh Nelson Keystone Financial Services
Neil Norman Nichols Intentional Wealth
Amy Noel LPL Financial
Brad Noland Wagner Wealth Management
Patrick Nolen Nolen Western
William Norris Robert W Baird amp Company
Daniel Noven Noven Financial Group
Elizabeth OrsquoDonnell OrsquoDonnell Wealth Management Page 16
Daniel OrsquoLeary Quintus Financial Services
Sean OrsquoNeill Raymond James
Karen Ogard Robert W Baird amp Company
Dominick Paoloni SMG Partners
Charles Gregory Parr Ameriprise Financial Services Inc
Jeffrey Payne Aspen Wealth Management
Russell Petrin Morgan Stanley
Mary Lee Pierce Ameriprise Financial Services Inc Page 18
Sybil Praski Prosperion Financial Advisors
Christine Raines Azimuth Wealth Management
Jerry R Reiff Morgan Stanley
James A Reinig Reinig amp Associates
David Repka Creative Financial Solutions
Keith Robinson Morgan Stanley
Heather Kristin Roentz Merrill Lynch
Carole L Rominger Full Circle Wealth Management
Eric Rosel Morgan Stanley
Kevin W Ruebesam Thrivent Financial
Karen K Salvatore Shine Investment Advisory Services
Greg Schowe LotusGroup Advisors
Daniel B Schultz Ameriprise Financial Services Inc
Gregory Phillip Seal Seal Financial Services Page 2
Kara Sekavec LPL Financial
Eileen M Sharkey Sharkey Howes amp Javer
Michael Sherman Crestone Capital Advisors
Judith Shine Shine Investment Advisory Services
Andrea Shortino Ameriprise Financial Services Inc
Gary Brian Sidder Life Transition Planners
R Brady Siegrist Janiczek amp Company
Michael G Simmons Transitions Wealth Management
Mark Sindrich Sindrich amp Associates Page 17
Mark Smith MJ Smith and Associates
Mark Andrew Solinski First Allied Securities
Paul Staib Staib Financial Planning
Keith Stechmesser Thrivent Financial
Kelly Stecklein Capital Evolution Group
Stephen L Stribling Morgan Stanley
Kevin Patrick Sullivan Sullivan amp Associates
Marilynne Tarrall NewWest Advisors
Matthew H Tepoorten Charles Schwab amp Company
Mark E Thomas Townsend Retirement Specialists
Kris Tower American Portfolios
Deborah A Towers Towers Wealth Management
Jeff Townsend Townsend Retirement Specialists
Jennifer Trembley Ethos Financial PartnersAmeriprise Financial Services Inc
Scott Tremlett Charles Schwab amp Company
Laura Uchida Invest Financial
James Urbonas Ascent Financial Advisors
Maria Dolores Vargas LPL Financial
Jack Venable Ethos Financial PartnersAmeriprise Financial Services Inc
Gary Wagner Wagner Wealth Management
Rhonda Wagner Ameriprise Financial Services Inc
Carole Wagner-Grauer MetLife
Cortney Walker GW Wealth Management
Damian Walsh Ameriprise Financial Services Inc
Nathan Wangerin Thrivent Financial
Sterling Warburton Raymond James Page 15
Kenneth P Warner Ameriprise Financial Services Inc
Timothy Waters Triumph Capital Management
Rick Watson The Milestone Group
Marilyn S Weaver Presidential Brokerage
Charles Matthew Wernig The Browning Group II
Janet White Shine Investment Advisory Services
Zoe Whitmore Ameriprise Financial Services Inc
Brenda E Wille-Cope First Financial Strategies
Brian Williams GampW Wealth Management
Craig E Williams Williams Investment Network Page 18
Bart Writer Wealth Concepts
Charlene Zahn-Busch Zahn Financial Services
Ron Zimmermann Morgan Stanley Page 12
Diane Zing Trilogy Financial Services
InsuranceMark D Arlen Lincoln Financial
Advisors
Henry Geyelin Carpenter Ameriprise Financial Services Inc
Michael Edwards COPIC Financial Services
Matthew Grant Gehring Summit Wealth ManagementAmeriprise Financial Services Inc
InvestmentsKenneth Acampora Durable Wealth
Management
Patrick Adams PVG Asset Management
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
ww
wfivestarprofessionalcom
FSbull22
Award winners listed by primary services and listed alphabetically by last name
Bruce G Allen Bruce G Allen Investments Page 9
Candace Lee Allen Wells Fargo Advisors LLC
Philip Sheridan Almon Wells Fargo Advisors LLC
David Anderson Triad Financial Group
Douglas Maurice Applegate Edward Jones
John Arnold Wells Fargo Advisors LLC
Willis Ashby Integra Financial
Daniel L Austin Thrivent Financial
Stephen Avis Wells Fargo Advisors LLC
Hugh C Bandy Edward Jones
Gordon Bauer LPL Financial
Andy Beasley The Milestone Group
Brad Bickham Sargent Bickham Lagudis
Donald Billings Charles Schwab amp Company
Kenneth Blair Edward Jones
Patrick A Bloomfield Wells Fargo Advisors Financial Network LLC
Donna M Boender Wells Fargo Advisors LLC Page 19
Brian Boudreau Edward Jones
Sara D Boyd CoBiz Wealth
Jeffery Wayne Bruce Edward Jones
Barry C Bruner Wedbush Securities
Keith Bryant RBC Wealth Management
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
James Callahan Janiczek amp Company
William I Callender Lincoln Financial Advisors
Robert M Campbell Wells Fargo Advisors LLC
John Carnes Edward Jones
Mark William Christofferson Wells Fargo Advisors LLC
John Claxton Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 18
William H Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
Travis Cook Travis CookAvant Garde Advisors
David Arthur Cooper Edward Jones
Tony Coppola The Milestone Group
John R Cormey CoBiz Wealth
James Bryan Cornehlsen Capstone Investment Financial Group
Jonathan D Cox Morgan Stanley
Jordan Curry Morgan Stanley
Patty Delucas Wells Fargo Advisors LLC
Warren Greg Denewiler Denewiler Capital Management
Neil P Dermody Wells Fargo Advisors LLC
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Edward Dickey INS Capital Management
Angus Elder Dillon Wells Fargo Advisors LLC
Robin A Dillon Wells Fargo Advisors LLC
Phil Dispense Morgan Stanley Page 12
Matthew Dolan Edward Jones
Neil Draxler Edward Jones
Greyson Drexel Wells Fargo Advisors LLC
Stephen Drexler Wells Fargo Advisors LLC Page 14
Steve Durman Wells Fargo Advisors LLC
Todd A Dussex LPL Financial
Melissa Dyer Raymond James Page 17
David Huber Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC
Steven Ehrman LPL Financial
Geoff Eliason Peak Capital Management
Steve Ellis Colorado Capital Management
Trevor J Emery ACM Wealth Solutions
Galina Y Esterby Morgan Stanley
Nanette Fahrenbruch Edward Jones
Robert Farris Wells Fargo Advisors LLC
Richard Fishel The Fishel Group
Gustin D Fox-Smith Fox-Smith Wealth Management
Kirk Aaron Freedle Innovative Financial Partners
Brian Friedman GHP Investment Advisors
Mark Frohlich Wells Fargo Advisors LLC
Marc Gaudreault Western Wealth Advisors
Geoffrey Todd Gervasini Wakefield Asset Management
Bob Gibson Edward Jones
David Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Jason Kessler Gocke Edward Jones
Kevin James Goldin Morgan Stanley
Stephen Gordon Cornerstone Asset Management
Mark Griffin Wells Fargo Advisors LLC
Elbert Clark Griggs Griggs Wealth Management
Randy R Grose Cherry Creek Retirement Advisors
Edgar George Aaron Gumbiner Marathon Investment Management
Robert Guthrie Merrill Lynch
Melanie Hanby Asset One
Beth Haney Edward Jones
David Hansen Meridian Wealth Management
Guy Harris Edward Jones
Theodore Harris The Milestone Group
Robert L Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley
Tara Hefty-Hume Peak Asset Management
Katherine Heidtbrink Wells Fargo Advisors LLC
Lynn Zickefoose Hendricks Hendricks Financial Services
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Philip Holbert Robert W Baird amp Company
Michael J Hood Morgan Stanley Page 19
Jeffrey Huff Redpoint Capital Management Page 17
Kyle Hurt Lifetime Capital Management
Jeffrey Hutcheson Edward Jones
Eric Jasper Edward Jones
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 7
Nicholas Ryan Jones Morgan Stanley
Steven T Jones Tenacity Investment Group
Robert Hunter Junge Hunter Retirement amp Wealth Management
Linda S Kalat Morgan Stanley
Laurence J Kandel Obermeyer Asset Management Company Page 18
Brandon Kane Wells Fargo Advisors LLC
Craig Lee Kinnunen Janiczek amp Company
Eric Koeplin The Milestone Group
Leon Koob Wells Fargo Advisors LLC
H Scott Koplar Ameriprise Financial Services Inc
Joseph Kozmata Raymond James Page 16
David Kraatz Morgan Stanley
Bradley Kreidle Mainline West
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Porter Landreth Asset One
Leasha K Larsen Edward Jones
Brian C Larson Edward Jones
Daniel Kit Lassen Ameriprise Financial Services Inc
Lori Taylor Lawrence Western Equity Group
Timothy Lawrence Millennium Portfolio Advisors
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
Mark Liley Wells Fargo Advisors LLC
Christopher Long Ameriprise Financial Services Inc
Brad A Lundberg Edward Jones
Bruce Lutz MetLife
Andy Lyford Charlton Investment Services
Christopher Ryan Lynett Wells Fargo Advisors LLC
Tupper MacDowell Robert W Baird amp Company
Leslie A MacGuire LPL Financial
Peter Noel MacMillan Edward Jones
Gary Mangelsdorf LPL Financial
Ted J Manzanares MetLife
Keith O Marks Openheimer amp Company
Raphael Andre Martorello LotusGroup Advisors
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
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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
Award winners listed by primary services and listed alphabetically by last name
Tanya Rebekah Mathews Meridian Wealth Management
Roger D Maurer Maurer amp Associates Page 10
John McCorvie Peak Asset Management
Colin Michael McCoy CGC Financial
Janet L McCoy Seal Financial Services Page 2
Michael McDonald LPL Financial
Richard C McDowell LPL Financial
Brent McGibbon McGibbon Asset Management Page 12
David W Mckinlay David W Mckinlay ChFC
Patricia Anne McNamara Cherry Creek Investment Advisors
Brandy Shera Merriam Ameriprise Financial Services Inc
Craig Louis Miller Morgan Stanley
Lauretta C Moell Wells Fargo Advisors LLC
Rebecca Moreland Robert W Baird amp Company
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management
John P Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Jesse Brooks Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Thomas V OrsquoDonnell Ameriprise Financial Services Inc
Adam OrsquoHair Edward Jones
Mike Oakes Wells Fargo Advisors LLC Page 19
James M Olson Morgan Stanley
David L Overton Halbert Hargrove Global Advisors
Jay Oyer Merrill Lynch
Mark Paller Paller Financial Services Page 15
Daniel Palm Robert W Baird amp Company
Michael Arris Pappas LPL Financial
Christopher Parsons Wells Fargo Advisors LLC
David C Partheymuller The Normandy Group
Edward William Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Craig Perkins CDP Financial
Roy Persky LPL Financial
Kirk R Peterson Peterson Financial Services
Bryan Pieper Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Victoria Lynne Pinder VP Financial Options
Patrick Eugene Pogue Edward Jones
Gary Poling Raymond James
Brent Powell GWN Securities
Mitchell Powers Investment Security Group
Julie F Pribble CoBiz Wealth
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 16
Walter John Rasmussen Morgan Stanley
Natalie Robbins Edward Jones
Bret Allen Roberts Morgan Stanley
Richard Rust Investment Security Group
Richard Sage LPL Financial
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Catherine Stahl Scheuber LPL Financial
Shelley Schlossberg CastleMountain Financial Page 18
Stacia Schmalzer MetLife
Max Scholfield Scholfield Wealth Management
David Schreiber Edward Jones
Kathleen Scott Cherry Hills Investment Advisors Page 13
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones
Steven Setchfield Setchfield Associates
Andleib Seth LotusGroup Advisors
Lesley Shiffrin NTB Advisors
David Burns Siebert First Financial Equity Corporation
Scott W Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Timothy Soderquist Morgan Stanley
Ann Foster Sparks Wells Fargo Advisors LLC
Eric J Srodulski Edward Jones
Richard Alan Stonger Merrill Lynch
William Stordahl Stordahl Capital ManagementWells Fargo Financial Network LLC
Jeffrey R Stotler Edward Jones
Paul Stratton Edward Jones
Adam Jason Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Greg Stringari Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Lee Strongwater Colorado Capital Management Page 19
Peter Lee Swanson Edward Jones
Theodore Swenson LPL Financial Page 19
Jeffrey Swingle Edward Jones
Eric Swope Ameriprise Financial Services Inc
Hony Mahone Tarrall NewWest Advisors
Scott Taylor Value Financial Advisers
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Betsy Thorpe Wells Fargo Advisors LLC
Dustin Tidwell Latitude Financial Group
Herman Tiemens II Wells Fargo Advisors LLC
Kristy Tochihara Morgan Stanley Page 13
Richard Todd Innovest Portfolio Solutions
Vernon Lee Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
Charles Turner The Mutual Fund Store
Martha Turner Edward Jones
David Twibell Custom Portfolio Group
Vincent William Valentine First Financial Strategies
Carin Wagner GHP Investment Advisors
Victor M Walker Wells Fargo Advisors LLC
Chester Wallace Quintus Financial Services
Greg Wambolt Wambolt amp Associates Page 18
Jeff J Warren Wells Fargo Advisors LLC
Robert Webster Webster Investment Advisors
Richard E Weintraub Meridian Wealth Management
Ward Welles Wells Fargo Advisors LLC
Noel Todd Wickwar Morgan Stanley
Chad A Williams Aveo Capital
Don K Williams WMS Financial Group
TH Williams Wells Fargo Advisors LLC
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Matthew Edward Winter Wells Fargo Advisors LLC
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Todd Warren Young Edward Jones
Michael G Zahler Wells Fargo Advisors LLC
Steven Zahorik Wells Fargo Advisors LLC
Curtis A Zeigler Capital Management Group
Jonathan Zeschin Essential Investment Partners
Matthew Ziereis Wells Fargo Advisors LLC
TaxationBruce Bendell Transitions Wealth
Management
Alan Piehl Alan R Piehl CPA
Trust ServicesRichard W Phillips Wells Fargo
Advisors LLC
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star A
ccou
ntin
g an
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state Plan
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rofessio
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wwfivestarprofessionalcom
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Five Star Accounting and Estate Planning ProfessionalsHow do you find an accounting or estate planning professional with experience who has a good base of cl ients 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
accounting and estate planning professionals who satisfy 10 objective eligibility and e v a l u a t i o n c r i t e r i a A m o n g m a n y distinguishing attributes the average one-year client retention rate for this yearrsquos award-winning certified public accountants is more than 96 percent Meanwhile our winning estate planning attorneys clock an average of 78 percent of their hours as billable
The 2014 Five Star Certified Public Accountants and Estate Planning Attorneys are a select group representing less than 1 percent of the certified public accountants and 3 percent of the estate planning attorneys in the Denver area
Although this list is a useful tool for anyone looking for help with accounting or managing their estate it should not be considered exhaustive Undoubtedly there are many excellent accounting and estate planning professionals who for one reason or another are not on this yearrsquos list Self-nominations for this award are not accepted Denver award candidates were identified using internal and external research data
AWARDA Select
Award candidates who satisfied the following objective eligibility and evaluation criteria were named 2014 Five Star Certified Public Accountants or Estate Planning AttorneysOF AWARD WINNERS
Determination
Regulatory ReviewAs defined by Five Star Professional the accounting or estate planning professional 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 candidate Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists
bull Each candidate who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed abovebull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a potential winnerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use taxation or estate planning services in order to provide consumers the
opportunity to submit complaints regarding a potential winner
Eligibility Criteria ndash Required1 Credentialed licensed attorney 2 Actively employed as a credentialed professional in
the estate planning services industry for a minimum of five years
3 Favorable regulatory and complaint history review 4 A minimum of 50 percent of practice focus on estate
planning services 5 Accepting new clients
Evaluation Criteria ndash Considered 6 Number of transactions in last 12 months 7 Number of client households served 8 Industry and board certifications 9 Education and professional designations 10 Pro bono activities
Estate Planning AttorneysEligibility Criteria ndash Required 1 Credentialed Certified Public Accountant (CPA)2 Actively employed as a credentialed professional in
the accounting services industry for a minimum of five years
3 Favorable regulatory and complaint history review4 Accepting new clients5 Spend more than 50 percent of their time on taxation
or other accounting services
Evaluation Criteria ndash Considered6 One-year client retention rate7 Five-year client retention rate8 Number of clients served9 One-year billing realization rate10 Educat ion and profess ional des ignat ions
certifications
Certified Public Accountants
2014 Denver
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
FSbull25
2014 Fiv
e Star A
ccou
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Daniel C Doherty
357 Main StLongmont CO 80501
Phone 303-532-2880Fax 303-532-2990dandanieldohertylawcomwwwdanieldohertylawcom
bull Estate planning taxation wills and trusts bull Estate probate and trust administration bull Business formation and succession planning
How Might We Be of Service to You
Never has a client asked that their estate or business planning be complicated diffi cult to understand or costly Everyone wants to keep it simple Unfortunately onersquos circumstances may require us to shift further up the continuum of complexity to resolve the challenge I strive to communicate with my clients in plain English to enable them to fully understand the pros and cons of the options available and the planning I propose
Juris DoctorateMaster of Laws of Taxation
Mira Fineacute
1999 Broadway Ste 4000Denver CO 80202
Offi ce 303-298-9600mfi neheincpacomwwwheincpacom
bull Service rooted in integrity listening and respectbull Technical knowledge to achieve identifi ed goals bull Independent thinking to provide objective advice
Connecting With Clients to Reach Their Goal
Mira has the ability to connect with clients and maintain open and constant communication to help drive decisions Using a solutions-based approach ideas and thoughts are shared in a collaborative environment with the focus on what is best for the client Mira believes various perspectives and points of view are important in achieving the best outcome which ultimately leads to prosperous and satisfi ed clients
Partner National Director of Tax Services
Ryan Senger
6000 Greenwood Plz Blvd Ste 125Greenwood Village CO 80111
Direct 303-488-7575Offi ce 303-488-7570RyanBorchardtSengercomwwwBorchardtSengercom
bull Comprehensive tax compliance servicesbull Intelligent tax planning strategiesbull Expert support for high-net-worth clients
Level of Service You Deserve
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 15 years of public accounting experience He has extensive experience working with partnerships S corporations and individuals Our fi rmrsquos focus is to provide accurate and timely advice to assist our clients in making informed business and personal tax decisions
Partner CPA MT
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
FSbull26
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
2014 Fiv
e Star A
ccou
ntin
g an
d E
state Plan
nin
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rofessio
nals
mdash w
wwfivestarprofessionalcom
Success requires
patience discipline
and diligence
mdash Five Star award winner
Award winners listed by primary services and listed alphabetically by last name
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
AccountingMarilyn Burnside Marilyn R
Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey and Company Professional Corporation
Mona Feeley WhippleWood CPAs
Mira Fineacute Hein amp Associates Page 25
Brenda A French Brenda A French CPA
Lenae Jackson May Jackson Hendrick
Gary Jacobs Gary A Jacobs and Associates
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Eric Lake Holben Hay Lake Balzer CPAs
Daniel Noven Noven amp Associates
Alan Piehl Alan R Piehl CPA
William Rooney Crowe Horwath
Ken Saliman Smith Brook Bolshoun amp Company
Mark L Sanders Mark L Sanders CPA
Michael V Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates Page 25
Joey Simon Smith Brook Bolshoun amp Company
Ernest Villany Boulder Valley CPAs
Donna J Ward Ward amp Associates CPAs
Richard Whipple WhippleWood CPAs
Gregory Zick Zick Business Advisors
Estate PlanningMichael Bland Bryan Cave
James W Buchanan III Buchanan amp Stouffer
Nancy R Crow Pendleton Wilson Hennessey amp Crow
Frank J Danzo III Chayet amp Danzo Page 26
Daniel Doherty Doherty Law Office Page 25
John Eckstein Fairfield and Woods
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
William Krems Davis Graham amp Stubbs
James Littlepage James Littlepage Law Offices
Nathan Merrill Goodspeed amp Merrill
David Osterman Osterman Law Firm
Jane Paddison Jane Caddell Paddison
Kristin Pineiro Wallace Scott
Daniel Rich Steele Street Bank amp Trust
Timothy Scott Wallace Scott
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 26
650 S Cherry St Ste 710Denver CO 80246Office 303-355-8500FrankColoradoElderLawcom
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
EstateBusiness Planning Elder Law
600 17th St Ste 2800Denver CO 80202Office 303-226-5861kzaloudekmshzlawcomwwwmszhlawcom
Kevin Zaloudek
Mills Schmitz Halstead amp Zaloudek has built a reputation of providing legal services without the customar y overhead of a typical law firm With practice areas ranging from tax and litigation to real estate and IP law Mills Schmitz Halstead amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
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Professional
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Professional
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Professional
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Garret T JettYour Wealth Your Future Our Focal Point
Areas of Focus Wealth Management Financial Planning Tax Preparation Risk Mitigation Strategies
Left to right Kathleen Leopold three-year winner Garret Jett Financial Advisor Gregory Dexter Financial Advisor three-year winner Ryan Murphy Financial Advisor
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
bull We aim to steward business with Christian values and beliefs
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 The goal of this system is to provide you with the confi dence needed to navigate through the ldquonew-normal economyrdquo and prepare for the certainty of uncertainty in life We inform our clients on their investment options for the issues that matter most while adhering to our integrity and ethics
10375 Park Meadows Drive Suite 125 bull Lone Tree CO 80124Office 303-222-2612 Ext 2612 bull Toll-free 800-332-9222 Ext 2612
gjettampfcom bull ameripriseadvisorscomgarrettjettInvestors 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 Asset allocation does not assure a profit or protect against loss in declining markets
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Trailhead Wealth Management LLCService Advice Simplicity
Helping Our Clients Pursue Their Desired Quality of Life
Left to right Ryan Holocher Client Associate 2014 winner Greg Stringari PartnerSenior PIM Portfolio Manager Candace Gardner Branch Administrator Sarah Giammaria Marketing Associate Audrey Ingram Operations Manager
2014 winner Bryan Pieper PartnerSenior PIM Portfolio Manager
bull We believe that clientsrsquo interests come before our own and that transparency is keybull Comprehensive wealth management begins with a plan that is reviewed oftenbull The simplest strategy may often be the best to accomplish your goals
Trailhead Wealth Management LLC is a private investment and wealth management fi rm located in Louisville Colorado founded by Bryan Pieper amp Greg Stringari The Trailhead team has set out to create a new standard in the fi nancial services industry focused on high-quality client service knowledgeable
advice from experienced and reliable advisors and simple easy-to-understand plans to help our clients reach their fi nancial goals With 70-plus years of combined experience our services range from investment and portfolio management to college retirement and insurance planning
801 Main Street Suite 300 bull Louisville CO 80027Office 720-625-3300
wwwtrailheadwmcom
Investment products and services are offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Wells Fargo Advisors is the trade name used by two separate registered broker-dealers Wells Fargo Advisors LLC and Wells Fargo Advisors Financial Network LLC Members SIPC non-bank affiliates of Wells Fargo amp Company
Trailhead Wealth Management LLC is a separate entity from WFAFN [CAR 0814-05123]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
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Professional
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Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Bruce G Allen
Making Your Wealth Work for You
Three-year winner Bruce Allen President AIFAreg CIMAreg CPWAregGeneral Securities Principal
bull We build manage protect and transition wealth for our clients
bull Our process starts and fi nishes by listening to you
bull We then provide independent objective unbiased and cost-eff ective solutions
We help clients build manage protect and transition wealth
I created Bruce G Allen Investments LLC to help our clients build manage protect and transition their wealth We take a comprehensive approach to wealth management by touching on the four cornerstones of investments credit and liability
management risk management and estate and trust matters We do all of this so that we can help our clients create a sense of well-being prosperity and peace of mind
370 17th Street Suite 3580 bull Denver CO 80202Office 303-592-5535 bull Fax 303-592-5534
ballennationsfgcom 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
Bruce G Allen Investments LLC
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Jerry L GruberJody Hinsey
A Comprehensive Integrated Disciplined Approach
bull A strategy-fi rst approach
bull Dedicated and unbiased service and advice
bull Building lasting client relationships
Left to right Terri Tillotson Offi ce ManagerExecutive Assistant 2014 winner Jody Hinsey Partner three-year winner Jerry L Gruber Certifi ed Wealth Strategist CLUreg ChFCreg CWS OwnerPartner Mary Ann Perez Marketing Coordinator
We are an independent fi nancial planning fi rm and 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 104Englewood CO 80112
Offi ce 303-290-6113Toll-free 888-290-6117
jgrubergreenbookwmcomjodygreenbookwmcomwwwgreenbookwmcom
Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inc
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCOthree-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the third straight year
4600 South Syracuse Street Suite 1060Denver CO 80237
Offi ce 303-757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Financial Dynamics LLC
Guiding Clients Toward Financial Independence Since 1993
bull Wealth management specialists
bull Risk management specialists
bull Business planning specialists
Left to right Three-year winner Christopher P Bruhl CLUreg ChFCreg CFPreg Wealth Advisor Holly Jones Operations Manager 2014 winner Adam W Hall CFPreg Wealth Advisor
Our goal is to coordinate both investment management and risk management strategies crafting eff ective multidisciplinary fi nancial plans for business owners and those that value fi nancial independence 14143 Denver West Parkway Suite 510
Golden CO 80401
Offi ce 720-445-7294Offi ce 303-942-1717
christopherbruhllplcom myfi nancialdynamicscom
Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Stephanie E Gudka
Comprehensive Financial Services and Asset Management
bull Understanding your goals and fi nancial values
bull Developing strategies tailored to your needs
bull Delivering a high level of personal service
Left to right Coleen Crews CFS Registered Sales Assistant 2014 winner Stephanie E Gudka CFPreg CFS Executive Financial Advisor Laura Saunders CFS Registered Representative
Stephanie Gudka has provided her clients with dedicated unbiased personalized service and advice for more than 20 years Her experience and independence allow her to off er an objective approach to serving all of your asset needs including investments insurance estate and retirement planning Stephanie and her team can help you make informed decisions about your investment strategy and guide you toward reaching your fi nancial goals
Several locations to serve you Thornton Northglenn and Westminster
8851 Harlan StreetWestminster CO 80031
Offi ce 303-487-8466
cfs-sgudkabellcoorg wwwbellcoorgstephanie-gudka
Investment products and services offered through CUSO Financial Services LP (CFS) are not NCUANCUSIF insured are not credit union guaranteed and may lose value
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Ron Zimmermann Financial Advisor Manda Neuman Client Service Associate three-year winner Phil Dispense Financial Advisor Kaitlin Inchauspe Registered Associate two-year winner Gary Peterson Financial Advisor
The philosophy of the Falcon Group is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while seeking to provide our clients with an acceptable rate of return We manage portfolios tactically with the objective of controlling risk and generating returns consistent with the customized goals and objectives of our clients Phil Dispense Five Star award winner 2012 2013 and 2014 Gary Peterson Five Star award winner 2012 and 2013 Ron Zimmermann Five Star award winner 2012 and 2014
370 17th Street Suite 2800 Denver CO 80202
Offi ce 303-572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstance from an independent tax advisor copy2014 Morgan Stanley Smith Barney LLC Member SIPC
McGibbon Asset Management
Customized and Personalized Wealth Management
bull Formulating investment strategies that are comfortable for your risk tolerance
bull Our quality fee-based-only management eff ectively aligns your success avoiding the confl ict of interest that comes from prepackaged investments
Left to right 2014 winner Brent McGibbon CIO Mark Stromberg Independent Sales Director
With a strong market understanding McGibbon Asset Management brings both discipline and structure to your portfolio Your investments stay on track with your long-term strategy We remove the emotion from investing by fi ltering through market information available and advising changes to your portfolio only when they are consistent with your specifi c investing goals Your money will be closely managed in-house using a fundamental value investing strategy
McGibbon Asset Management8400 East Prentice Avenue Suite 1360
Greenwood Village CO 80111
Offi ce 303-757-8623 Cell 303-378-4249
bmcgibbonmcgibbon-assetcom wwwmcgibbon-assetcom
McGibbon Asset Management is an independent advisor that is registered with the State of Colorado
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Three-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Senior Registered Associate
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 27 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 24 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120Boulder CO 80302
Kristy 303-545-1844Noel 303-545-1845
kristytochiharamorganstanleycomwwwmorganstanleyfacomtochiharaculberson
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Cherry Hills Investment Advisors IncHelping You Navigate Your Financial Future
bull Dedicated professionals with decades of experience and training
bull Comprehensive investment management and fi nancial planning advice
bull Serving the Colorado community since 1999
Left to right Seated Chelsey Knight Client Services Manager 2014 winner Kate Scott CFPreg CPA Principal Standing Elisabeth Jacobson Investment Advisor 2014 winners Valerie Antonioli CFPreg Principal and Susie Johnston CFPreg Principal and Founder
Cherry Hills Investment Advisors is a wealth management fi rm that works with individuals families and small businesses to design and implement personalized fi nancial strategies Throughout each lifecycle event we serve as our clientsrsquo fi nancial advocate and provide thoughtful counsel on a wide range of wealth management issues We welcome this opportunity to further introduce our fi rm
8400 East Prentice Avenue Suite 1010Greenwood Village CO 80111
Offi ce 303-703-4560
infochiaplancomwwwchiaplancom
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Drexler Groupof Wells Fargo Advisors
bull Disciplined portfolio risk management
bull Process-driven results
bull Personalized goals-based wealth management strategies
Left to right Frank Djonbalaj Mick Pepper Susie Kaufman 2014 winner Stephen Drexler Je Byers
Our focus at the Drexler Group is to simplify enhance and preserve our clientsrsquo fi nancial well-being We hold ourselves to the highest level of accountability as we work in partnership with our clients helping them reach their fi nancial goalsOur belief is that ldquodiscipline is more important than convictionrdquo when it comes to managing risk
102 South Tejon Street Suite 1000 10th FloorColorado Springs CO 80903
Offi ce 719-636-8000Direct 719-636-8044
stephendrexlerwfadvisorscom wwwthedrexlergroupcom
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02994]
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
Top five questions that wealth managers want clients to answer
From research conducted by Five Star Professional April 2011
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
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S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce 303-200-1441Cell 719-210-6817toddwarburtonraymondjamescomFrontRangeFinancialConsultingcom
bull Retirement planningbull Custom portfolio managementbull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPCThis award is bestowed by an independent third-party organization not affiliated
with Raymond James
Senior Vice President ndash Investments Branch Manager
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce 303-689-7424Toll-free 800-991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 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
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial 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
Private Wealth AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
Patricia Kummer
8871 Ridgeline Blvd Ste 100Highlands Ranch CO 80129
Offi ce 303-470-1209patkummerfi nancialcomwwwkummerfi nancialcom
bull Creating ethical solutions for 28 years bull Objective personal guidance bull Tailored wealth accumulation strategies
Creating Financial Peace of Mind
KFS is a dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Come experience our full-service personal attention to your specifi c needs We provide fi nancial services education and advice to professionals and families
CERTIFIED FINANCIAL PLANNERtrade
Mark R Paller
68 Inverness Ln E Ste 203Englewood CO 80112
Offi ce 303-858-0045markpallerpallerfi nancialcomwwwPallerFinancialcom
bull Established in 1997 bull Independent and transparent bull Operates under a fi duciary standard
You Are the Only One Who Counts
Paller Financial is dedicated to asking the tough questions of why how and what if By doing so we increase the probability of executing a successful fi nancial plan Our work is designed to manage risk secure appreciation and create regular income Integrated with the proper legal documents the outcome becomes self-evident
CPAPFS CFPreg CLUreg ChFCregcopy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
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Star
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Tom Abboud
6383 S Rifl e StAurora CO 80016
Offi ce 720-252-6004TomAbboudLPLcomVeritasfi nancialplanningcom
bull Truthful honest and upfront on everything bull First priority is your fi nancial success bull Customized fi nancial plans that fi t you
Veritas Noun Latin Meaning Truth
The pursuit of meaningful goals is something we all share Whether yoursquore planning for retirement to fund education for your children or grandchildren or to leave a legacy for the next generation Veritas Financial Planning can help you succeed With an understanding of individual needs and goals we will implement a personalized wealth management plan then monitor and adjust it as necessary to help you achieve those goals
LPL Financial Planner
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
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade professional 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 CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 2013 and 2014
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC This award is bestowed by an independent third-party organization not affiliated with Raymond James
CFPreg CFAreg
Sandon Purcell
Purcell Capital Management 5299 DTC Blvd Ste 210Greenwood Village CO 80111
Offi ce 303-800-3350Toll-free 888-338-4713
sandonpurcellwfafi netcomwwwpurcellcapitalcom
bull More than 60 years of combined experiencebull Multigenerational servicesbull Dividend-oriented income strategies
A Team Approach to Assist
It is our mission to always be committed to our core values of client service integrity and honest advice Because we have the support of a large fi rm such as Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone we believe we are able to off er our clients the very best possible experience Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate of
Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0814-05500 ]
Branch Manager
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80209Phone 303-331-6434elizabethovoyafacom wwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
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 makes 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 o ered through Voya Financial Advisors Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by Voya Financial Advisors
Financial Advisor MBA University of Colorado
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Professional
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Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone 303-792-7340 Ext 2Direct 720-209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
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 CERTIFIED FINANCIAL PLANNERtrade 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 Five Star Wealth Manager 2012 2013 and 2014 Securities o ered through Raymond James Financial Services Inc Member FINRASIPC This award
is bestowed by an independent third-party organization not a liated with Raymond James
CFPreg MBA
Mark Sindrich
1490 S Pearl StDenver CO 80210
Offi ce 303-744-8899Toll-free 800-825-8259infosindrichcomwwwsindrichcom
bull Clarity confi dence consensus accountabilitybull Answers to the what-ifs that keep you up at nightbull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions that are clear and simple to each of our clientsrsquo unique fi nancial needs We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be o ered through NFP Advisor Services LLC Member FINRASIPC NFP Advisor Services LLC is not a liated with Sindrich amp Associates
CERTIFIED FINANCIAL PLANNERtrade
Dennis A Leonida
Raymond James Financial Services Inc 8400 E Prentice Ave Ste 1100Greenwood Village CO 80111
Offi ce 303-629-7500Toll-free 800-268-2689
dennisleonidaraymondjamescom
wwwraymondjamescomcfg
bull Comprehensive fi nancial planning bull Business continuity planning bull Employee benefi ts planning
Personalized Financial Planning
Our mission is to create an innovative client experience Through our tireless client service and industry-leading research we focus on assisting our clients in not only defi ning their fi nancial goals but more importantly developing a plan to achieve them
Securities offered through Raymond James Financial Services Inc Member FINRASIPCThis award is bestowed by an independent third-party organization not affiliated with
Raymond James
ChFCreg CLUreg
Jeffrey T Huff
6400 S Fiddlerrsquos Green Cir Ste 1840Greenwood Village CO 80111Offi ce 720-963-6120Cell 303-888-5511jeff reyhuff wfafi netcom
bull Highly personalized service and advice bull Customized portfolio management bull Retirement income and risk management
Professional Advice With Integrity
For over 26 years Jeff has provided his clients with customized comprehensive wealth management strategies and unbiased advice Talk to us if you seek a rich honest dialogue about your individual investment goals and challenges
Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate
of Wells Fargo amp Company Redpoint Capital Management is a separate entity from WFAFN [CAR 0914-02327]
President Branch Manager
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Star
Professional
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Star
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Star
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Star
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SPECIAL ADVERTISING SECTION
2014 Fiv
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
23596 Currant DrGolden CO 80401Phone 303-384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
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
CFPreg President LPL Registered Principal
CastleMountain Financial Services Inc
3200 Cherry Creek S DrSte 480Denver CO 80209Phone 303-733-4305lonnyobermeyerassetcomwwwobermeyerassetcom
Laurence J Kandel
I would like to thank our wonderful clients for their continued loyalty
Rankings andor recognition by una liated rating services andor publications should not be construed by a client or prospective client as a guarantee that heshe will experience a certain level of
results if Obermeyer is engaged or continues to be engaged to provide investment advisory services nor should it be construed
as a current or past endorsement of Obermeyer by any of its clients A copy of Obermeyerrsquos current written disclosure statement discussing its advisory services and fees is available upon request
Vice President Investments and Client Advisory
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office 720-836-4534
David W Moritz
I work one-on-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
Financial Advisor CFPreg
2229 S Joliet Way Aurora CO 80014 Direct 303-306-6639 katiecollinslplcom wwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 30 years of experience mdash Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
4419 Orofino CtCastle Rock CO 80108Office 303-663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
An Ameriprise Platinum Financial Servicesreg practice I help my clients plan for their dreams through a comprehensive financial planning approach and long-term investment 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
Financial Advisor CFPreg CLUreg
7665 E Windford StParker CO 80134Office 303-805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams works with high-net-worth individuals family offices and business owners to build sophisticated investment portfolios containing stocks bonds and other asset c lasses that emulate the endowment-style investing employed by large institutional investors
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Myers Financial Limited650 S Cherry St Ste 1250Denver CO 80246Office 303-393-0340Cell 303-319-1752lesliemyerslplcomwwwlplcomlesliemyers
Leslie A Myers
Leslie Myers treats her clients as partners in the investment and management of their assets Her personal touch which focuses on the individual as well as the family needs and wants has enabled her to generate new clients while maintaining a loyal clientele for many years
Securities o ered through LPL Financial Member FINRA SIPC
CFPreg MBA CLUreg ChFCreg LPL Financial Planner
13976 W Bowles Ave Ste 200Littleton CO 80127Office 720-962-6700Cell 303-808-4767wwwwamboltandassoccom
Greg Wambolt
Truth is wealth wonrsquot manage itself Reaching your goals takes a team dedicated to you mdashnot to their firm Our process is proven to identify planning gaps reduce complexity and deliver the best rate of return possible Itrsquos why successful people call on us to grow and protect their wealth Greg ldquoFinish Strongrdquo Wambolt is a f ly fisherman and a sport clay shooter
CFPreg CLUreg ChFCreg
If yoursquore in this business for money
alone you will never make it You have to
genuinely want to make a difference in your
clientsrsquo lives
mdash Five Star award winner
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Professional
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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1801 13th St Ste 200Boulder CO 80302Office 303-541-2047michaeljoakeswellsfargocom
Mike Oakes
For nearly a decade Mike has helped clients implement investment strategies and feel confident in their financial decisions Contact Mike Oakes for a consultation
Wells Fargo Advisors LLC Member SIPC is a registered broker-dealer and a separate non-bank a liate of Wells Fargo amp Company
[CAR 0814-03128]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor
5610 Ward Rd Bldg 100 Ste 110Arvada CO 80002Office 303-393-2456tedswensonlplcomswensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
Denver CO 80202Office 720-399-5555Cell 720-495-1317DerekETriumphCapitalManagementcomTriumphCapitalManagementcom
Derek N Eichenwald
Mr Eichenwald assists clients of Triumph Capital LLC on their l ifetime financial and strategic goals through sound asset management risk planning retirement planning and advanced estate planning techniques
1610 Wynkoop Street Suite 550 Denver CO 80202Securities o ered through JP Turner amp Company LLC (Member SIPC) JP Turner amp Company LLC is not a liated with Triumph Capital LLC
JPT090914-1519
CEO and Senior Investment Executive
8751 E Hampden Ave Ste B-10Denver CO 80231Phone 303-243-5722jimmyhassonlplcomwwwhassonfinancialscom
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 investment advisory retirement planning and education planning
Securities o ered through LPL Financial Member FINRASIPC
CERTIFIED FINANCIAL PLANNERtrade
4430 Arapahoe AveBoulder CO 80303Office 303-444-9300leecoloradocapcomwwwcoloradocapcom
Lee Strongwater
Integrity Quality Results
At Colorado Capital Management we seek to understand the purpose money serves for you before we put it to use We do this by listening and understanding what is most important and then by designing a prudent plan for you to achieve your cherished goals
Financial Advisor
5251 DTC Pkwy Ste 1500Greenwood Village CO 80111Office 303-925-9648michaeljhoodmorganstanleycommorganstanleyfacomhood
Michael J Hood
As your financial advisor I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve 2014 Five Star award winner
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP
(with ame design) in the US copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President CFPreg
7979 E Tufts Ave Ste 715Denver CO 80237Direct 303-689-7480nicolemayampfcomameripriseadvisorscomnicolemay
Nicole May
What are your dreams and goals for retirement I am passionate about working with my clients and want them to experience financial confidence now and in retirement It starts with a conversation discussing cash reserves debt management investments and taxes
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
Financial Advisor CERTIFIED FINANCIAL PLANNERtrade professional
7979 E Tufts Ave Ste 715Denver CO 80237Phone 303-689-7448raeyanexfarrellampfcomameripriseadvisorscomraeyanexfarrell
Raeyane Farrell
Whether itrsquos a long way off fast approaching or already a reality you have dreams and goals for your retirement I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs
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
MBA Financial Advisor
Wells Fargo Advisors LLC3200 Cherry Creek S Dr Ste 100Denver CO 80209Phone 303-248-0842Toll-free 800-777-1401DonnaBoenderWFAdvisorscom
Donna M Boender
Donna Boender CERTIFIED FINANCIAL PLANNERtrade 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 Visit wwwWFAdvisorscomdonnaboender
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02380 91514]
Senior Vice President ndash Investment Officer
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Star
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Professional
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Professional
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SPECIAL ADVERTISING SECTION
2014 Fiv
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Award winners listed by primary services and listed alphabetically by last name
Business PlanningMark Goodside Retirement
Solutions of Colorado
William E Roberts AUCTORIS
Bernard Taillon Triad Financial Group
Kerry Linn Walker Business Owner Solutions
Estate PlanningRichard H Hartmann AUCTORIS
Reid M Johnson MBA Wealth Management
Financial PlanningChad Aaberg Thrivent Financial
Thomas Abboud Veritas Financial Planning Page 16
Chad Michael Alevras Gregory amp Associates
Vasil W Allabashi Wealth Strategies Group Page 4
Gregory Robert Anderson GRAnderson Wealth Management Group
Valerie Antonioli Cherry Hills Investment Advisors Page 13
Nathan M Archuleta Summit Wealth Group
Craig Arfsten Prosperion Financial Advisors
Terri Ashton Townsend Retirement Specialists
Colleen Askew Knopinski amp Fauver Financial Advisors
Mark Autterson Win Advisor
Stephen Baker Ameriprise Financial Services Inc
Ali Barghelame Barghelame Wealth Advisors
Linda R Barker Ethos Financial PartnersAmeriprise Financial Services Inc
John T Barry Barry Financial Services
Jeffrey Bartleson Ameriprise Financial Services Inc
Bob Bastiaans Ameriprise Financial Services Inc Page 15
Dana Bath Aveo Capital
Tom Baumler Asset One
Richard Bellmar Bellmar Family Financial
Benjamin Wills Bender Raymond James
John R Bennett First Command Financial Planning
A Raymond Benton Benton amp Company
Amy Berk Ameriprise Financial Services Inc
David Billingslea Ameriprise Financial Services Inc
Matthew R Blake My Portfolio Guide
Mitchell Lewis Bloom Bloom Financial
Thomas Boh Robert W Baird amp Company
Steve Booren Prosperion Financial Advisors
Kean Boucher Boucher Wealth Management Group Page 5
Paula Boyka Raymond James
Carol Rogers Breglio Ameriprise Financial Services Inc
Michael J Broker Trilogy Financial Services
Mark R Brown Brown amp Tedstrom
Michael V Brown Morgan Stanley
JA Tyler Browning II The Browning Group II
James Roland Brubaker Exit amp Retirement Strategies
Stephen Brubaker Exit amp Retirement Strategies
Christopher P Bruhl LPL Financial Page 11
Stephanie Bruno SBWA
Matthew Carpinelli AFC Wealth Management Group
Madison Anne Carter Morgan Stanley
Karlton D Childress Sharkey Howes amp Javer
Loretta Chiofolo Ameriprise Financial Services Inc
Michael Cohen Lincoln Financial Advisors
Michael Anthony Coleman Ameriprise Financial Services Inc
Richard P Costner G5 Financial Group
Seth Davis RMB Capital
LeeAnn Day LPL Financial
Jordan Dechtman Jordan Dechtman Wealth Management
Louis M DeNiro Ameriprise Financial Services Inc
John Diak Oatley amp Diak
Christopher James Dietz Morgan Stanley
Jeffrey Donahue Donaco Financial Services
Kathleen Drake Ameriprise Financial Services Inc
Pamela Dumonceau Asset One
Robert Eberhardt AampI Financial Services
Mike Edwards Morgan Stanley
Deborah Eggleston The Partners Group
Derek Nathan Eichenwald Triumph Capital Management Page 19
Bret A Elliott Elliott Financial
Daniel D Ellis US Bancorp
Chad Ernzen The Mutual Fund Store
Jason Evans New England Securities
John Wayne Farlow Financial Abundance
Raeyane Farrell Ameriprise Financial Services Inc Page 19
Alexander N Feick Paragon Capital Management
Lawrence Finch G5 Financial Group Page 3
David Findlow Charles Schwab amp Company
Nelisha Firestone Firestone Financial Group
Keith Ryan Fisher Financial Designs
Andrew Flanscha Thrivent Financial
Tamara Fontenot Ameriprise Financial Services Inc
Scott Forsyth G5 Financial Group Page 3
Elyse D Foster Harbor Financial Group
Karl Frank AampI Financial Services
Kimberly Gieseler LPL Financial
James Graham IV Lincoln Financial Advisors
Gerald A Graham Sr The Timberline Group
Kathryn Greene UMB Private Wealth Management
Janet Greiner American Zang Investment Council
Aaron Grey Denver Money Manager
Robert Edmund Grey Denver Money Manager
Whitney Winslow Grimm Summit Wealth ManagementAmeriprise Financial Services Inc
Jerry L Gruber Greenbook Wealth Management Page 10
Stephanie Gudka CUSO Page 11
Eustis Habighorst Public Service Credit Union
Mimi N Hackley Sharkey Howes amp Javer
Adam Watson Hall LPL Financial Page 11
Lowell Hansen Schaefer Financial Management
Chad Michael Harmon AampI Financial Services
Michael J Harrington Morgan Stanley
Roger Harris R Kent Harris amp Associates
Jimmy Hasson Hasson Financial Page 19
Scott M Hauser Ameriprise Financial Services Inc
Ross Haycock Summit Wealth Group
G Bruce Hemmings Morgan Stanley Page 6
Stephanie Herdahl Lincoln Financial Advisors
Debra K Herrington Vision Financial Services
Jennifer Hilts First Command Financial Planning
Jody Hinsey Greenbook Wealth Management Page 10
Robert Hochstadt GHP Investment Advisors
Robert L Holland Jr Life Transition Planners
Kevin D Hollis First Command Financial Planning
Guy Wesley Holman TCI Wealth Advisors
Gregory Horstman Prosperion Financial Advisors
Brett Howard Cherry Street Partners
Lawrence E Howes Sharkey Howes amp Javer
Andrew C Inman Peoples Investment Professionals
Phil Jacobson Synergy Financial Partners
Joseph Janiczek Janiczek amp Company
Patrick Janssen Ameriprise Financial Services Inc
Joel B Javer Sharkey Howes amp Javer
Karen Jessey Wealth Strategies Group Page 4
Debra Marie Johnson Life Transition Planners
Susan Elizabeth Johnston Cherry Hills Investment Advisors Page 13
Marvin Kark MZ Kark and Associates
David Keller Wealth Strategies Group Page 4
Shawn Kelly Townsend Retirement Specialists
Gary Wayne Keyfauver Raymond James
Zachary Kibby Thrivent Financial
Harold W Kirschner Sharkey Howes amp Javer
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
FSbull21
Award winners listed by primary services and listed alphabetically by last name
Cain Kobert Rocky Mountain Wealth Management
Larry N Koenigsberg Raymond James
Patricia Kummer Kummer Financial Strategies Page 15
Paul Lambert Cherry Street Partners
Bruce Larsen Presidential Brokerage
David Lawyer First Command Financial Planning
Chad Leigh Exit amp Retirement Strategies
Dennis A Leonida Raymond James Page 17
Mark Levine US Bancorp Investments
Richard Jason Levine Synergy Financial Partners
Michael Lincoln Lincoln Financial Services
David Loos Charles Schwab amp Company
Ronald C Lottridge Catalyst Financial Strategies
Josh David Lozow Transitions Wealth Management
Tad Michael Lyle Planning Resources
Kimberly Kaye Maez Ameriprise Financial Services Inc
Adam Makkai Makkai Capital Management
Joel Thomas Martin Denver Money Manager
Quinn A Martinez Clear Creek Investment Services
Marla Mason Presidential Brokerage
Nicole May Ameriprise Financial Services Inc Page 19
Cris Robert McBride NFP Securities
Jason Scott McBride Presidential Brokerage
Angel B McCall Lifetime Financial Strategies
Chad McDonnell Denver Investments
Dennis Means LPL Financial
Dot Mechtenberg Dot Mechtenberg
Terry Melonakis Melonakis Financial
Dita Merritt Ameriprise Financial Services Inc
Harve P Meslin Safe Harbor Financial Group
Ann Marie Milinazzo Hadad-Milinazzo Financial Group
Matthew Stephen Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Shawn Moore Morgan Stanley
J Cameron Morgan AampI Financial Services
David Moritz Ameriprise Financial Services Inc Page 18
C Randal Morris Summit Wealth Group
Jesse Morris Summit Wealth Group
David Morrison Prosperion Financial Advisors
Angela Mueting Thrivent Financial
Ryan S Murphy Ameriprise Financial Services Inc Page 7
Jay A Murray RM Infinity Advisors and Solutions for Tuition
Steve R Musick Destiny Capital
Leslie Myers LPL Financial Page 18
Thomas Nazzaro American Portfolios
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Josh Nelson Keystone Financial Services
Neil Norman Nichols Intentional Wealth
Amy Noel LPL Financial
Brad Noland Wagner Wealth Management
Patrick Nolen Nolen Western
William Norris Robert W Baird amp Company
Daniel Noven Noven Financial Group
Elizabeth OrsquoDonnell OrsquoDonnell Wealth Management Page 16
Daniel OrsquoLeary Quintus Financial Services
Sean OrsquoNeill Raymond James
Karen Ogard Robert W Baird amp Company
Dominick Paoloni SMG Partners
Charles Gregory Parr Ameriprise Financial Services Inc
Jeffrey Payne Aspen Wealth Management
Russell Petrin Morgan Stanley
Mary Lee Pierce Ameriprise Financial Services Inc Page 18
Sybil Praski Prosperion Financial Advisors
Christine Raines Azimuth Wealth Management
Jerry R Reiff Morgan Stanley
James A Reinig Reinig amp Associates
David Repka Creative Financial Solutions
Keith Robinson Morgan Stanley
Heather Kristin Roentz Merrill Lynch
Carole L Rominger Full Circle Wealth Management
Eric Rosel Morgan Stanley
Kevin W Ruebesam Thrivent Financial
Karen K Salvatore Shine Investment Advisory Services
Greg Schowe LotusGroup Advisors
Daniel B Schultz Ameriprise Financial Services Inc
Gregory Phillip Seal Seal Financial Services Page 2
Kara Sekavec LPL Financial
Eileen M Sharkey Sharkey Howes amp Javer
Michael Sherman Crestone Capital Advisors
Judith Shine Shine Investment Advisory Services
Andrea Shortino Ameriprise Financial Services Inc
Gary Brian Sidder Life Transition Planners
R Brady Siegrist Janiczek amp Company
Michael G Simmons Transitions Wealth Management
Mark Sindrich Sindrich amp Associates Page 17
Mark Smith MJ Smith and Associates
Mark Andrew Solinski First Allied Securities
Paul Staib Staib Financial Planning
Keith Stechmesser Thrivent Financial
Kelly Stecklein Capital Evolution Group
Stephen L Stribling Morgan Stanley
Kevin Patrick Sullivan Sullivan amp Associates
Marilynne Tarrall NewWest Advisors
Matthew H Tepoorten Charles Schwab amp Company
Mark E Thomas Townsend Retirement Specialists
Kris Tower American Portfolios
Deborah A Towers Towers Wealth Management
Jeff Townsend Townsend Retirement Specialists
Jennifer Trembley Ethos Financial PartnersAmeriprise Financial Services Inc
Scott Tremlett Charles Schwab amp Company
Laura Uchida Invest Financial
James Urbonas Ascent Financial Advisors
Maria Dolores Vargas LPL Financial
Jack Venable Ethos Financial PartnersAmeriprise Financial Services Inc
Gary Wagner Wagner Wealth Management
Rhonda Wagner Ameriprise Financial Services Inc
Carole Wagner-Grauer MetLife
Cortney Walker GW Wealth Management
Damian Walsh Ameriprise Financial Services Inc
Nathan Wangerin Thrivent Financial
Sterling Warburton Raymond James Page 15
Kenneth P Warner Ameriprise Financial Services Inc
Timothy Waters Triumph Capital Management
Rick Watson The Milestone Group
Marilyn S Weaver Presidential Brokerage
Charles Matthew Wernig The Browning Group II
Janet White Shine Investment Advisory Services
Zoe Whitmore Ameriprise Financial Services Inc
Brenda E Wille-Cope First Financial Strategies
Brian Williams GampW Wealth Management
Craig E Williams Williams Investment Network Page 18
Bart Writer Wealth Concepts
Charlene Zahn-Busch Zahn Financial Services
Ron Zimmermann Morgan Stanley Page 12
Diane Zing Trilogy Financial Services
InsuranceMark D Arlen Lincoln Financial
Advisors
Henry Geyelin Carpenter Ameriprise Financial Services Inc
Michael Edwards COPIC Financial Services
Matthew Grant Gehring Summit Wealth ManagementAmeriprise Financial Services Inc
InvestmentsKenneth Acampora Durable Wealth
Management
Patrick Adams PVG Asset Management
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
ww
wfivestarprofessionalcom
FSbull22
Award winners listed by primary services and listed alphabetically by last name
Bruce G Allen Bruce G Allen Investments Page 9
Candace Lee Allen Wells Fargo Advisors LLC
Philip Sheridan Almon Wells Fargo Advisors LLC
David Anderson Triad Financial Group
Douglas Maurice Applegate Edward Jones
John Arnold Wells Fargo Advisors LLC
Willis Ashby Integra Financial
Daniel L Austin Thrivent Financial
Stephen Avis Wells Fargo Advisors LLC
Hugh C Bandy Edward Jones
Gordon Bauer LPL Financial
Andy Beasley The Milestone Group
Brad Bickham Sargent Bickham Lagudis
Donald Billings Charles Schwab amp Company
Kenneth Blair Edward Jones
Patrick A Bloomfield Wells Fargo Advisors Financial Network LLC
Donna M Boender Wells Fargo Advisors LLC Page 19
Brian Boudreau Edward Jones
Sara D Boyd CoBiz Wealth
Jeffery Wayne Bruce Edward Jones
Barry C Bruner Wedbush Securities
Keith Bryant RBC Wealth Management
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
James Callahan Janiczek amp Company
William I Callender Lincoln Financial Advisors
Robert M Campbell Wells Fargo Advisors LLC
John Carnes Edward Jones
Mark William Christofferson Wells Fargo Advisors LLC
John Claxton Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 18
William H Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
Travis Cook Travis CookAvant Garde Advisors
David Arthur Cooper Edward Jones
Tony Coppola The Milestone Group
John R Cormey CoBiz Wealth
James Bryan Cornehlsen Capstone Investment Financial Group
Jonathan D Cox Morgan Stanley
Jordan Curry Morgan Stanley
Patty Delucas Wells Fargo Advisors LLC
Warren Greg Denewiler Denewiler Capital Management
Neil P Dermody Wells Fargo Advisors LLC
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Edward Dickey INS Capital Management
Angus Elder Dillon Wells Fargo Advisors LLC
Robin A Dillon Wells Fargo Advisors LLC
Phil Dispense Morgan Stanley Page 12
Matthew Dolan Edward Jones
Neil Draxler Edward Jones
Greyson Drexel Wells Fargo Advisors LLC
Stephen Drexler Wells Fargo Advisors LLC Page 14
Steve Durman Wells Fargo Advisors LLC
Todd A Dussex LPL Financial
Melissa Dyer Raymond James Page 17
David Huber Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC
Steven Ehrman LPL Financial
Geoff Eliason Peak Capital Management
Steve Ellis Colorado Capital Management
Trevor J Emery ACM Wealth Solutions
Galina Y Esterby Morgan Stanley
Nanette Fahrenbruch Edward Jones
Robert Farris Wells Fargo Advisors LLC
Richard Fishel The Fishel Group
Gustin D Fox-Smith Fox-Smith Wealth Management
Kirk Aaron Freedle Innovative Financial Partners
Brian Friedman GHP Investment Advisors
Mark Frohlich Wells Fargo Advisors LLC
Marc Gaudreault Western Wealth Advisors
Geoffrey Todd Gervasini Wakefield Asset Management
Bob Gibson Edward Jones
David Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Jason Kessler Gocke Edward Jones
Kevin James Goldin Morgan Stanley
Stephen Gordon Cornerstone Asset Management
Mark Griffin Wells Fargo Advisors LLC
Elbert Clark Griggs Griggs Wealth Management
Randy R Grose Cherry Creek Retirement Advisors
Edgar George Aaron Gumbiner Marathon Investment Management
Robert Guthrie Merrill Lynch
Melanie Hanby Asset One
Beth Haney Edward Jones
David Hansen Meridian Wealth Management
Guy Harris Edward Jones
Theodore Harris The Milestone Group
Robert L Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley
Tara Hefty-Hume Peak Asset Management
Katherine Heidtbrink Wells Fargo Advisors LLC
Lynn Zickefoose Hendricks Hendricks Financial Services
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Philip Holbert Robert W Baird amp Company
Michael J Hood Morgan Stanley Page 19
Jeffrey Huff Redpoint Capital Management Page 17
Kyle Hurt Lifetime Capital Management
Jeffrey Hutcheson Edward Jones
Eric Jasper Edward Jones
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 7
Nicholas Ryan Jones Morgan Stanley
Steven T Jones Tenacity Investment Group
Robert Hunter Junge Hunter Retirement amp Wealth Management
Linda S Kalat Morgan Stanley
Laurence J Kandel Obermeyer Asset Management Company Page 18
Brandon Kane Wells Fargo Advisors LLC
Craig Lee Kinnunen Janiczek amp Company
Eric Koeplin The Milestone Group
Leon Koob Wells Fargo Advisors LLC
H Scott Koplar Ameriprise Financial Services Inc
Joseph Kozmata Raymond James Page 16
David Kraatz Morgan Stanley
Bradley Kreidle Mainline West
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Porter Landreth Asset One
Leasha K Larsen Edward Jones
Brian C Larson Edward Jones
Daniel Kit Lassen Ameriprise Financial Services Inc
Lori Taylor Lawrence Western Equity Group
Timothy Lawrence Millennium Portfolio Advisors
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
Mark Liley Wells Fargo Advisors LLC
Christopher Long Ameriprise Financial Services Inc
Brad A Lundberg Edward Jones
Bruce Lutz MetLife
Andy Lyford Charlton Investment Services
Christopher Ryan Lynett Wells Fargo Advisors LLC
Tupper MacDowell Robert W Baird amp Company
Leslie A MacGuire LPL Financial
Peter Noel MacMillan Edward Jones
Gary Mangelsdorf LPL Financial
Ted J Manzanares MetLife
Keith O Marks Openheimer amp Company
Raphael Andre Martorello LotusGroup Advisors
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
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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
Award winners listed by primary services and listed alphabetically by last name
Tanya Rebekah Mathews Meridian Wealth Management
Roger D Maurer Maurer amp Associates Page 10
John McCorvie Peak Asset Management
Colin Michael McCoy CGC Financial
Janet L McCoy Seal Financial Services Page 2
Michael McDonald LPL Financial
Richard C McDowell LPL Financial
Brent McGibbon McGibbon Asset Management Page 12
David W Mckinlay David W Mckinlay ChFC
Patricia Anne McNamara Cherry Creek Investment Advisors
Brandy Shera Merriam Ameriprise Financial Services Inc
Craig Louis Miller Morgan Stanley
Lauretta C Moell Wells Fargo Advisors LLC
Rebecca Moreland Robert W Baird amp Company
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management
John P Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Jesse Brooks Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Thomas V OrsquoDonnell Ameriprise Financial Services Inc
Adam OrsquoHair Edward Jones
Mike Oakes Wells Fargo Advisors LLC Page 19
James M Olson Morgan Stanley
David L Overton Halbert Hargrove Global Advisors
Jay Oyer Merrill Lynch
Mark Paller Paller Financial Services Page 15
Daniel Palm Robert W Baird amp Company
Michael Arris Pappas LPL Financial
Christopher Parsons Wells Fargo Advisors LLC
David C Partheymuller The Normandy Group
Edward William Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Craig Perkins CDP Financial
Roy Persky LPL Financial
Kirk R Peterson Peterson Financial Services
Bryan Pieper Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Victoria Lynne Pinder VP Financial Options
Patrick Eugene Pogue Edward Jones
Gary Poling Raymond James
Brent Powell GWN Securities
Mitchell Powers Investment Security Group
Julie F Pribble CoBiz Wealth
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 16
Walter John Rasmussen Morgan Stanley
Natalie Robbins Edward Jones
Bret Allen Roberts Morgan Stanley
Richard Rust Investment Security Group
Richard Sage LPL Financial
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Catherine Stahl Scheuber LPL Financial
Shelley Schlossberg CastleMountain Financial Page 18
Stacia Schmalzer MetLife
Max Scholfield Scholfield Wealth Management
David Schreiber Edward Jones
Kathleen Scott Cherry Hills Investment Advisors Page 13
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones
Steven Setchfield Setchfield Associates
Andleib Seth LotusGroup Advisors
Lesley Shiffrin NTB Advisors
David Burns Siebert First Financial Equity Corporation
Scott W Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Timothy Soderquist Morgan Stanley
Ann Foster Sparks Wells Fargo Advisors LLC
Eric J Srodulski Edward Jones
Richard Alan Stonger Merrill Lynch
William Stordahl Stordahl Capital ManagementWells Fargo Financial Network LLC
Jeffrey R Stotler Edward Jones
Paul Stratton Edward Jones
Adam Jason Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Greg Stringari Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Lee Strongwater Colorado Capital Management Page 19
Peter Lee Swanson Edward Jones
Theodore Swenson LPL Financial Page 19
Jeffrey Swingle Edward Jones
Eric Swope Ameriprise Financial Services Inc
Hony Mahone Tarrall NewWest Advisors
Scott Taylor Value Financial Advisers
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Betsy Thorpe Wells Fargo Advisors LLC
Dustin Tidwell Latitude Financial Group
Herman Tiemens II Wells Fargo Advisors LLC
Kristy Tochihara Morgan Stanley Page 13
Richard Todd Innovest Portfolio Solutions
Vernon Lee Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
Charles Turner The Mutual Fund Store
Martha Turner Edward Jones
David Twibell Custom Portfolio Group
Vincent William Valentine First Financial Strategies
Carin Wagner GHP Investment Advisors
Victor M Walker Wells Fargo Advisors LLC
Chester Wallace Quintus Financial Services
Greg Wambolt Wambolt amp Associates Page 18
Jeff J Warren Wells Fargo Advisors LLC
Robert Webster Webster Investment Advisors
Richard E Weintraub Meridian Wealth Management
Ward Welles Wells Fargo Advisors LLC
Noel Todd Wickwar Morgan Stanley
Chad A Williams Aveo Capital
Don K Williams WMS Financial Group
TH Williams Wells Fargo Advisors LLC
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Matthew Edward Winter Wells Fargo Advisors LLC
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Todd Warren Young Edward Jones
Michael G Zahler Wells Fargo Advisors LLC
Steven Zahorik Wells Fargo Advisors LLC
Curtis A Zeigler Capital Management Group
Jonathan Zeschin Essential Investment Partners
Matthew Ziereis Wells Fargo Advisors LLC
TaxationBruce Bendell Transitions Wealth
Management
Alan Piehl Alan R Piehl CPA
Trust ServicesRichard W Phillips Wells Fargo
Advisors LLC
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star A
ccou
ntin
g an
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state Plan
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rofessio
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wwfivestarprofessionalcom
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Five Star Accounting and Estate Planning ProfessionalsHow do you find an accounting or estate planning professional with experience who has a good base of cl ients 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
accounting and estate planning professionals who satisfy 10 objective eligibility and e v a l u a t i o n c r i t e r i a A m o n g m a n y distinguishing attributes the average one-year client retention rate for this yearrsquos award-winning certified public accountants is more than 96 percent Meanwhile our winning estate planning attorneys clock an average of 78 percent of their hours as billable
The 2014 Five Star Certified Public Accountants and Estate Planning Attorneys are a select group representing less than 1 percent of the certified public accountants and 3 percent of the estate planning attorneys in the Denver area
Although this list is a useful tool for anyone looking for help with accounting or managing their estate it should not be considered exhaustive Undoubtedly there are many excellent accounting and estate planning professionals who for one reason or another are not on this yearrsquos list Self-nominations for this award are not accepted Denver award candidates were identified using internal and external research data
AWARDA Select
Award candidates who satisfied the following objective eligibility and evaluation criteria were named 2014 Five Star Certified Public Accountants or Estate Planning AttorneysOF AWARD WINNERS
Determination
Regulatory ReviewAs defined by Five Star Professional the accounting or estate planning professional 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 candidate Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists
bull Each candidate who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed abovebull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a potential winnerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use taxation or estate planning services in order to provide consumers the
opportunity to submit complaints regarding a potential winner
Eligibility Criteria ndash Required1 Credentialed licensed attorney 2 Actively employed as a credentialed professional in
the estate planning services industry for a minimum of five years
3 Favorable regulatory and complaint history review 4 A minimum of 50 percent of practice focus on estate
planning services 5 Accepting new clients
Evaluation Criteria ndash Considered 6 Number of transactions in last 12 months 7 Number of client households served 8 Industry and board certifications 9 Education and professional designations 10 Pro bono activities
Estate Planning AttorneysEligibility Criteria ndash Required 1 Credentialed Certified Public Accountant (CPA)2 Actively employed as a credentialed professional in
the accounting services industry for a minimum of five years
3 Favorable regulatory and complaint history review4 Accepting new clients5 Spend more than 50 percent of their time on taxation
or other accounting services
Evaluation Criteria ndash Considered6 One-year client retention rate7 Five-year client retention rate8 Number of clients served9 One-year billing realization rate10 Educat ion and profess ional des ignat ions
certifications
Certified Public Accountants
2014 Denver
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
FSbull25
2014 Fiv
e Star A
ccou
ntin
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state Plan
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Daniel C Doherty
357 Main StLongmont CO 80501
Phone 303-532-2880Fax 303-532-2990dandanieldohertylawcomwwwdanieldohertylawcom
bull Estate planning taxation wills and trusts bull Estate probate and trust administration bull Business formation and succession planning
How Might We Be of Service to You
Never has a client asked that their estate or business planning be complicated diffi cult to understand or costly Everyone wants to keep it simple Unfortunately onersquos circumstances may require us to shift further up the continuum of complexity to resolve the challenge I strive to communicate with my clients in plain English to enable them to fully understand the pros and cons of the options available and the planning I propose
Juris DoctorateMaster of Laws of Taxation
Mira Fineacute
1999 Broadway Ste 4000Denver CO 80202
Offi ce 303-298-9600mfi neheincpacomwwwheincpacom
bull Service rooted in integrity listening and respectbull Technical knowledge to achieve identifi ed goals bull Independent thinking to provide objective advice
Connecting With Clients to Reach Their Goal
Mira has the ability to connect with clients and maintain open and constant communication to help drive decisions Using a solutions-based approach ideas and thoughts are shared in a collaborative environment with the focus on what is best for the client Mira believes various perspectives and points of view are important in achieving the best outcome which ultimately leads to prosperous and satisfi ed clients
Partner National Director of Tax Services
Ryan Senger
6000 Greenwood Plz Blvd Ste 125Greenwood Village CO 80111
Direct 303-488-7575Offi ce 303-488-7570RyanBorchardtSengercomwwwBorchardtSengercom
bull Comprehensive tax compliance servicesbull Intelligent tax planning strategiesbull Expert support for high-net-worth clients
Level of Service You Deserve
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 15 years of public accounting experience He has extensive experience working with partnerships S corporations and individuals Our fi rmrsquos focus is to provide accurate and timely advice to assist our clients in making informed business and personal tax decisions
Partner CPA MT
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
FSbull26
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
2014 Fiv
e Star A
ccou
ntin
g an
d E
state Plan
nin
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rofessio
nals
mdash w
wwfivestarprofessionalcom
Success requires
patience discipline
and diligence
mdash Five Star award winner
Award winners listed by primary services and listed alphabetically by last name
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
AccountingMarilyn Burnside Marilyn R
Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey and Company Professional Corporation
Mona Feeley WhippleWood CPAs
Mira Fineacute Hein amp Associates Page 25
Brenda A French Brenda A French CPA
Lenae Jackson May Jackson Hendrick
Gary Jacobs Gary A Jacobs and Associates
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Eric Lake Holben Hay Lake Balzer CPAs
Daniel Noven Noven amp Associates
Alan Piehl Alan R Piehl CPA
William Rooney Crowe Horwath
Ken Saliman Smith Brook Bolshoun amp Company
Mark L Sanders Mark L Sanders CPA
Michael V Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates Page 25
Joey Simon Smith Brook Bolshoun amp Company
Ernest Villany Boulder Valley CPAs
Donna J Ward Ward amp Associates CPAs
Richard Whipple WhippleWood CPAs
Gregory Zick Zick Business Advisors
Estate PlanningMichael Bland Bryan Cave
James W Buchanan III Buchanan amp Stouffer
Nancy R Crow Pendleton Wilson Hennessey amp Crow
Frank J Danzo III Chayet amp Danzo Page 26
Daniel Doherty Doherty Law Office Page 25
John Eckstein Fairfield and Woods
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
William Krems Davis Graham amp Stubbs
James Littlepage James Littlepage Law Offices
Nathan Merrill Goodspeed amp Merrill
David Osterman Osterman Law Firm
Jane Paddison Jane Caddell Paddison
Kristin Pineiro Wallace Scott
Daniel Rich Steele Street Bank amp Trust
Timothy Scott Wallace Scott
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 26
650 S Cherry St Ste 710Denver CO 80246Office 303-355-8500FrankColoradoElderLawcom
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
EstateBusiness Planning Elder Law
600 17th St Ste 2800Denver CO 80202Office 303-226-5861kzaloudekmshzlawcomwwwmszhlawcom
Kevin Zaloudek
Mills Schmitz Halstead amp Zaloudek has built a reputation of providing legal services without the customar y overhead of a typical law firm With practice areas ranging from tax and litigation to real estate and IP law Mills Schmitz Halstead amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Trailhead Wealth Management LLCService Advice Simplicity
Helping Our Clients Pursue Their Desired Quality of Life
Left to right Ryan Holocher Client Associate 2014 winner Greg Stringari PartnerSenior PIM Portfolio Manager Candace Gardner Branch Administrator Sarah Giammaria Marketing Associate Audrey Ingram Operations Manager
2014 winner Bryan Pieper PartnerSenior PIM Portfolio Manager
bull We believe that clientsrsquo interests come before our own and that transparency is keybull Comprehensive wealth management begins with a plan that is reviewed oftenbull The simplest strategy may often be the best to accomplish your goals
Trailhead Wealth Management LLC is a private investment and wealth management fi rm located in Louisville Colorado founded by Bryan Pieper amp Greg Stringari The Trailhead team has set out to create a new standard in the fi nancial services industry focused on high-quality client service knowledgeable
advice from experienced and reliable advisors and simple easy-to-understand plans to help our clients reach their fi nancial goals With 70-plus years of combined experience our services range from investment and portfolio management to college retirement and insurance planning
801 Main Street Suite 300 bull Louisville CO 80027Office 720-625-3300
wwwtrailheadwmcom
Investment products and services are offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Wells Fargo Advisors is the trade name used by two separate registered broker-dealers Wells Fargo Advisors LLC and Wells Fargo Advisors Financial Network LLC Members SIPC non-bank affiliates of Wells Fargo amp Company
Trailhead Wealth Management LLC is a separate entity from WFAFN [CAR 0814-05123]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Bruce G Allen
Making Your Wealth Work for You
Three-year winner Bruce Allen President AIFAreg CIMAreg CPWAregGeneral Securities Principal
bull We build manage protect and transition wealth for our clients
bull Our process starts and fi nishes by listening to you
bull We then provide independent objective unbiased and cost-eff ective solutions
We help clients build manage protect and transition wealth
I created Bruce G Allen Investments LLC to help our clients build manage protect and transition their wealth We take a comprehensive approach to wealth management by touching on the four cornerstones of investments credit and liability
management risk management and estate and trust matters We do all of this so that we can help our clients create a sense of well-being prosperity and peace of mind
370 17th Street Suite 3580 bull Denver CO 80202Office 303-592-5535 bull Fax 303-592-5534
ballennationsfgcom 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
Bruce G Allen Investments LLC
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Jerry L GruberJody Hinsey
A Comprehensive Integrated Disciplined Approach
bull A strategy-fi rst approach
bull Dedicated and unbiased service and advice
bull Building lasting client relationships
Left to right Terri Tillotson Offi ce ManagerExecutive Assistant 2014 winner Jody Hinsey Partner three-year winner Jerry L Gruber Certifi ed Wealth Strategist CLUreg ChFCreg CWS OwnerPartner Mary Ann Perez Marketing Coordinator
We are an independent fi nancial planning fi rm and 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 104Englewood CO 80112
Offi ce 303-290-6113Toll-free 888-290-6117
jgrubergreenbookwmcomjodygreenbookwmcomwwwgreenbookwmcom
Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inc
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCOthree-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the third straight year
4600 South Syracuse Street Suite 1060Denver CO 80237
Offi ce 303-757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Financial Dynamics LLC
Guiding Clients Toward Financial Independence Since 1993
bull Wealth management specialists
bull Risk management specialists
bull Business planning specialists
Left to right Three-year winner Christopher P Bruhl CLUreg ChFCreg CFPreg Wealth Advisor Holly Jones Operations Manager 2014 winner Adam W Hall CFPreg Wealth Advisor
Our goal is to coordinate both investment management and risk management strategies crafting eff ective multidisciplinary fi nancial plans for business owners and those that value fi nancial independence 14143 Denver West Parkway Suite 510
Golden CO 80401
Offi ce 720-445-7294Offi ce 303-942-1717
christopherbruhllplcom myfi nancialdynamicscom
Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Stephanie E Gudka
Comprehensive Financial Services and Asset Management
bull Understanding your goals and fi nancial values
bull Developing strategies tailored to your needs
bull Delivering a high level of personal service
Left to right Coleen Crews CFS Registered Sales Assistant 2014 winner Stephanie E Gudka CFPreg CFS Executive Financial Advisor Laura Saunders CFS Registered Representative
Stephanie Gudka has provided her clients with dedicated unbiased personalized service and advice for more than 20 years Her experience and independence allow her to off er an objective approach to serving all of your asset needs including investments insurance estate and retirement planning Stephanie and her team can help you make informed decisions about your investment strategy and guide you toward reaching your fi nancial goals
Several locations to serve you Thornton Northglenn and Westminster
8851 Harlan StreetWestminster CO 80031
Offi ce 303-487-8466
cfs-sgudkabellcoorg wwwbellcoorgstephanie-gudka
Investment products and services offered through CUSO Financial Services LP (CFS) are not NCUANCUSIF insured are not credit union guaranteed and may lose value
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Ron Zimmermann Financial Advisor Manda Neuman Client Service Associate three-year winner Phil Dispense Financial Advisor Kaitlin Inchauspe Registered Associate two-year winner Gary Peterson Financial Advisor
The philosophy of the Falcon Group is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while seeking to provide our clients with an acceptable rate of return We manage portfolios tactically with the objective of controlling risk and generating returns consistent with the customized goals and objectives of our clients Phil Dispense Five Star award winner 2012 2013 and 2014 Gary Peterson Five Star award winner 2012 and 2013 Ron Zimmermann Five Star award winner 2012 and 2014
370 17th Street Suite 2800 Denver CO 80202
Offi ce 303-572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstance from an independent tax advisor copy2014 Morgan Stanley Smith Barney LLC Member SIPC
McGibbon Asset Management
Customized and Personalized Wealth Management
bull Formulating investment strategies that are comfortable for your risk tolerance
bull Our quality fee-based-only management eff ectively aligns your success avoiding the confl ict of interest that comes from prepackaged investments
Left to right 2014 winner Brent McGibbon CIO Mark Stromberg Independent Sales Director
With a strong market understanding McGibbon Asset Management brings both discipline and structure to your portfolio Your investments stay on track with your long-term strategy We remove the emotion from investing by fi ltering through market information available and advising changes to your portfolio only when they are consistent with your specifi c investing goals Your money will be closely managed in-house using a fundamental value investing strategy
McGibbon Asset Management8400 East Prentice Avenue Suite 1360
Greenwood Village CO 80111
Offi ce 303-757-8623 Cell 303-378-4249
bmcgibbonmcgibbon-assetcom wwwmcgibbon-assetcom
McGibbon Asset Management is an independent advisor that is registered with the State of Colorado
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Three-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Senior Registered Associate
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 27 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 24 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120Boulder CO 80302
Kristy 303-545-1844Noel 303-545-1845
kristytochiharamorganstanleycomwwwmorganstanleyfacomtochiharaculberson
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Cherry Hills Investment Advisors IncHelping You Navigate Your Financial Future
bull Dedicated professionals with decades of experience and training
bull Comprehensive investment management and fi nancial planning advice
bull Serving the Colorado community since 1999
Left to right Seated Chelsey Knight Client Services Manager 2014 winner Kate Scott CFPreg CPA Principal Standing Elisabeth Jacobson Investment Advisor 2014 winners Valerie Antonioli CFPreg Principal and Susie Johnston CFPreg Principal and Founder
Cherry Hills Investment Advisors is a wealth management fi rm that works with individuals families and small businesses to design and implement personalized fi nancial strategies Throughout each lifecycle event we serve as our clientsrsquo fi nancial advocate and provide thoughtful counsel on a wide range of wealth management issues We welcome this opportunity to further introduce our fi rm
8400 East Prentice Avenue Suite 1010Greenwood Village CO 80111
Offi ce 303-703-4560
infochiaplancomwwwchiaplancom
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Drexler Groupof Wells Fargo Advisors
bull Disciplined portfolio risk management
bull Process-driven results
bull Personalized goals-based wealth management strategies
Left to right Frank Djonbalaj Mick Pepper Susie Kaufman 2014 winner Stephen Drexler Je Byers
Our focus at the Drexler Group is to simplify enhance and preserve our clientsrsquo fi nancial well-being We hold ourselves to the highest level of accountability as we work in partnership with our clients helping them reach their fi nancial goalsOur belief is that ldquodiscipline is more important than convictionrdquo when it comes to managing risk
102 South Tejon Street Suite 1000 10th FloorColorado Springs CO 80903
Offi ce 719-636-8000Direct 719-636-8044
stephendrexlerwfadvisorscom wwwthedrexlergroupcom
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02994]
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
Top five questions that wealth managers want clients to answer
From research conducted by Five Star Professional April 2011
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce 303-200-1441Cell 719-210-6817toddwarburtonraymondjamescomFrontRangeFinancialConsultingcom
bull Retirement planningbull Custom portfolio managementbull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPCThis award is bestowed by an independent third-party organization not affiliated
with Raymond James
Senior Vice President ndash Investments Branch Manager
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce 303-689-7424Toll-free 800-991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 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
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial 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
Private Wealth AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
Patricia Kummer
8871 Ridgeline Blvd Ste 100Highlands Ranch CO 80129
Offi ce 303-470-1209patkummerfi nancialcomwwwkummerfi nancialcom
bull Creating ethical solutions for 28 years bull Objective personal guidance bull Tailored wealth accumulation strategies
Creating Financial Peace of Mind
KFS is a dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Come experience our full-service personal attention to your specifi c needs We provide fi nancial services education and advice to professionals and families
CERTIFIED FINANCIAL PLANNERtrade
Mark R Paller
68 Inverness Ln E Ste 203Englewood CO 80112
Offi ce 303-858-0045markpallerpallerfi nancialcomwwwPallerFinancialcom
bull Established in 1997 bull Independent and transparent bull Operates under a fi duciary standard
You Are the Only One Who Counts
Paller Financial is dedicated to asking the tough questions of why how and what if By doing so we increase the probability of executing a successful fi nancial plan Our work is designed to manage risk secure appreciation and create regular income Integrated with the proper legal documents the outcome becomes self-evident
CPAPFS CFPreg CLUreg ChFCregcopy Five
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Tom Abboud
6383 S Rifl e StAurora CO 80016
Offi ce 720-252-6004TomAbboudLPLcomVeritasfi nancialplanningcom
bull Truthful honest and upfront on everything bull First priority is your fi nancial success bull Customized fi nancial plans that fi t you
Veritas Noun Latin Meaning Truth
The pursuit of meaningful goals is something we all share Whether yoursquore planning for retirement to fund education for your children or grandchildren or to leave a legacy for the next generation Veritas Financial Planning can help you succeed With an understanding of individual needs and goals we will implement a personalized wealth management plan then monitor and adjust it as necessary to help you achieve those goals
LPL Financial Planner
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
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade professional 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 CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 2013 and 2014
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC This award is bestowed by an independent third-party organization not affiliated with Raymond James
CFPreg CFAreg
Sandon Purcell
Purcell Capital Management 5299 DTC Blvd Ste 210Greenwood Village CO 80111
Offi ce 303-800-3350Toll-free 888-338-4713
sandonpurcellwfafi netcomwwwpurcellcapitalcom
bull More than 60 years of combined experiencebull Multigenerational servicesbull Dividend-oriented income strategies
A Team Approach to Assist
It is our mission to always be committed to our core values of client service integrity and honest advice Because we have the support of a large fi rm such as Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone we believe we are able to off er our clients the very best possible experience Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate of
Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0814-05500 ]
Branch Manager
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80209Phone 303-331-6434elizabethovoyafacom wwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
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 makes 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 o ered through Voya Financial Advisors Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by Voya Financial Advisors
Financial Advisor MBA University of Colorado
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Star
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Star
Professional
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Star
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Star
Professional
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Star
Professional
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Star
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Star
Professional
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Star
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
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Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone 303-792-7340 Ext 2Direct 720-209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
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 CERTIFIED FINANCIAL PLANNERtrade 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 Five Star Wealth Manager 2012 2013 and 2014 Securities o ered through Raymond James Financial Services Inc Member FINRASIPC This award
is bestowed by an independent third-party organization not a liated with Raymond James
CFPreg MBA
Mark Sindrich
1490 S Pearl StDenver CO 80210
Offi ce 303-744-8899Toll-free 800-825-8259infosindrichcomwwwsindrichcom
bull Clarity confi dence consensus accountabilitybull Answers to the what-ifs that keep you up at nightbull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions that are clear and simple to each of our clientsrsquo unique fi nancial needs We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be o ered through NFP Advisor Services LLC Member FINRASIPC NFP Advisor Services LLC is not a liated with Sindrich amp Associates
CERTIFIED FINANCIAL PLANNERtrade
Dennis A Leonida
Raymond James Financial Services Inc 8400 E Prentice Ave Ste 1100Greenwood Village CO 80111
Offi ce 303-629-7500Toll-free 800-268-2689
dennisleonidaraymondjamescom
wwwraymondjamescomcfg
bull Comprehensive fi nancial planning bull Business continuity planning bull Employee benefi ts planning
Personalized Financial Planning
Our mission is to create an innovative client experience Through our tireless client service and industry-leading research we focus on assisting our clients in not only defi ning their fi nancial goals but more importantly developing a plan to achieve them
Securities offered through Raymond James Financial Services Inc Member FINRASIPCThis award is bestowed by an independent third-party organization not affiliated with
Raymond James
ChFCreg CLUreg
Jeffrey T Huff
6400 S Fiddlerrsquos Green Cir Ste 1840Greenwood Village CO 80111Offi ce 720-963-6120Cell 303-888-5511jeff reyhuff wfafi netcom
bull Highly personalized service and advice bull Customized portfolio management bull Retirement income and risk management
Professional Advice With Integrity
For over 26 years Jeff has provided his clients with customized comprehensive wealth management strategies and unbiased advice Talk to us if you seek a rich honest dialogue about your individual investment goals and challenges
Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate
of Wells Fargo amp Company Redpoint Capital Management is a separate entity from WFAFN [CAR 0914-02327]
President Branch Manager
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
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Star
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Star
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Star
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
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ealth M
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
23596 Currant DrGolden CO 80401Phone 303-384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
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
CFPreg President LPL Registered Principal
CastleMountain Financial Services Inc
3200 Cherry Creek S DrSte 480Denver CO 80209Phone 303-733-4305lonnyobermeyerassetcomwwwobermeyerassetcom
Laurence J Kandel
I would like to thank our wonderful clients for their continued loyalty
Rankings andor recognition by una liated rating services andor publications should not be construed by a client or prospective client as a guarantee that heshe will experience a certain level of
results if Obermeyer is engaged or continues to be engaged to provide investment advisory services nor should it be construed
as a current or past endorsement of Obermeyer by any of its clients A copy of Obermeyerrsquos current written disclosure statement discussing its advisory services and fees is available upon request
Vice President Investments and Client Advisory
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office 720-836-4534
David W Moritz
I work one-on-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
Financial Advisor CFPreg
2229 S Joliet Way Aurora CO 80014 Direct 303-306-6639 katiecollinslplcom wwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 30 years of experience mdash Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
4419 Orofino CtCastle Rock CO 80108Office 303-663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
An Ameriprise Platinum Financial Servicesreg practice I help my clients plan for their dreams through a comprehensive financial planning approach and long-term investment 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
Financial Advisor CFPreg CLUreg
7665 E Windford StParker CO 80134Office 303-805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams works with high-net-worth individuals family offices and business owners to build sophisticated investment portfolios containing stocks bonds and other asset c lasses that emulate the endowment-style investing employed by large institutional investors
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Myers Financial Limited650 S Cherry St Ste 1250Denver CO 80246Office 303-393-0340Cell 303-319-1752lesliemyerslplcomwwwlplcomlesliemyers
Leslie A Myers
Leslie Myers treats her clients as partners in the investment and management of their assets Her personal touch which focuses on the individual as well as the family needs and wants has enabled her to generate new clients while maintaining a loyal clientele for many years
Securities o ered through LPL Financial Member FINRA SIPC
CFPreg MBA CLUreg ChFCreg LPL Financial Planner
13976 W Bowles Ave Ste 200Littleton CO 80127Office 720-962-6700Cell 303-808-4767wwwwamboltandassoccom
Greg Wambolt
Truth is wealth wonrsquot manage itself Reaching your goals takes a team dedicated to you mdashnot to their firm Our process is proven to identify planning gaps reduce complexity and deliver the best rate of return possible Itrsquos why successful people call on us to grow and protect their wealth Greg ldquoFinish Strongrdquo Wambolt is a f ly fisherman and a sport clay shooter
CFPreg CLUreg ChFCreg
If yoursquore in this business for money
alone you will never make it You have to
genuinely want to make a difference in your
clientsrsquo lives
mdash Five Star award winner
copy Five
Star
Professional
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Star
Professional
copy Five
Star
Professional
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Star
Professional
copy Five
Star
Professional
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Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
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ealth M
anag
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1801 13th St Ste 200Boulder CO 80302Office 303-541-2047michaeljoakeswellsfargocom
Mike Oakes
For nearly a decade Mike has helped clients implement investment strategies and feel confident in their financial decisions Contact Mike Oakes for a consultation
Wells Fargo Advisors LLC Member SIPC is a registered broker-dealer and a separate non-bank a liate of Wells Fargo amp Company
[CAR 0814-03128]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor
5610 Ward Rd Bldg 100 Ste 110Arvada CO 80002Office 303-393-2456tedswensonlplcomswensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
Denver CO 80202Office 720-399-5555Cell 720-495-1317DerekETriumphCapitalManagementcomTriumphCapitalManagementcom
Derek N Eichenwald
Mr Eichenwald assists clients of Triumph Capital LLC on their l ifetime financial and strategic goals through sound asset management risk planning retirement planning and advanced estate planning techniques
1610 Wynkoop Street Suite 550 Denver CO 80202Securities o ered through JP Turner amp Company LLC (Member SIPC) JP Turner amp Company LLC is not a liated with Triumph Capital LLC
JPT090914-1519
CEO and Senior Investment Executive
8751 E Hampden Ave Ste B-10Denver CO 80231Phone 303-243-5722jimmyhassonlplcomwwwhassonfinancialscom
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 investment advisory retirement planning and education planning
Securities o ered through LPL Financial Member FINRASIPC
CERTIFIED FINANCIAL PLANNERtrade
4430 Arapahoe AveBoulder CO 80303Office 303-444-9300leecoloradocapcomwwwcoloradocapcom
Lee Strongwater
Integrity Quality Results
At Colorado Capital Management we seek to understand the purpose money serves for you before we put it to use We do this by listening and understanding what is most important and then by designing a prudent plan for you to achieve your cherished goals
Financial Advisor
5251 DTC Pkwy Ste 1500Greenwood Village CO 80111Office 303-925-9648michaeljhoodmorganstanleycommorganstanleyfacomhood
Michael J Hood
As your financial advisor I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve 2014 Five Star award winner
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP
(with ame design) in the US copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President CFPreg
7979 E Tufts Ave Ste 715Denver CO 80237Direct 303-689-7480nicolemayampfcomameripriseadvisorscomnicolemay
Nicole May
What are your dreams and goals for retirement I am passionate about working with my clients and want them to experience financial confidence now and in retirement It starts with a conversation discussing cash reserves debt management investments and taxes
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
Financial Advisor CERTIFIED FINANCIAL PLANNERtrade professional
7979 E Tufts Ave Ste 715Denver CO 80237Phone 303-689-7448raeyanexfarrellampfcomameripriseadvisorscomraeyanexfarrell
Raeyane Farrell
Whether itrsquos a long way off fast approaching or already a reality you have dreams and goals for your retirement I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs
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
MBA Financial Advisor
Wells Fargo Advisors LLC3200 Cherry Creek S Dr Ste 100Denver CO 80209Phone 303-248-0842Toll-free 800-777-1401DonnaBoenderWFAdvisorscom
Donna M Boender
Donna Boender CERTIFIED FINANCIAL PLANNERtrade 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 Visit wwwWFAdvisorscomdonnaboender
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02380 91514]
Senior Vice President ndash Investment Officer
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
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Star
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Star
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Star
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SPECIAL ADVERTISING SECTION
2014 Fiv
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ealth M
anag
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wfivestarprofessionalcom
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Award winners listed by primary services and listed alphabetically by last name
Business PlanningMark Goodside Retirement
Solutions of Colorado
William E Roberts AUCTORIS
Bernard Taillon Triad Financial Group
Kerry Linn Walker Business Owner Solutions
Estate PlanningRichard H Hartmann AUCTORIS
Reid M Johnson MBA Wealth Management
Financial PlanningChad Aaberg Thrivent Financial
Thomas Abboud Veritas Financial Planning Page 16
Chad Michael Alevras Gregory amp Associates
Vasil W Allabashi Wealth Strategies Group Page 4
Gregory Robert Anderson GRAnderson Wealth Management Group
Valerie Antonioli Cherry Hills Investment Advisors Page 13
Nathan M Archuleta Summit Wealth Group
Craig Arfsten Prosperion Financial Advisors
Terri Ashton Townsend Retirement Specialists
Colleen Askew Knopinski amp Fauver Financial Advisors
Mark Autterson Win Advisor
Stephen Baker Ameriprise Financial Services Inc
Ali Barghelame Barghelame Wealth Advisors
Linda R Barker Ethos Financial PartnersAmeriprise Financial Services Inc
John T Barry Barry Financial Services
Jeffrey Bartleson Ameriprise Financial Services Inc
Bob Bastiaans Ameriprise Financial Services Inc Page 15
Dana Bath Aveo Capital
Tom Baumler Asset One
Richard Bellmar Bellmar Family Financial
Benjamin Wills Bender Raymond James
John R Bennett First Command Financial Planning
A Raymond Benton Benton amp Company
Amy Berk Ameriprise Financial Services Inc
David Billingslea Ameriprise Financial Services Inc
Matthew R Blake My Portfolio Guide
Mitchell Lewis Bloom Bloom Financial
Thomas Boh Robert W Baird amp Company
Steve Booren Prosperion Financial Advisors
Kean Boucher Boucher Wealth Management Group Page 5
Paula Boyka Raymond James
Carol Rogers Breglio Ameriprise Financial Services Inc
Michael J Broker Trilogy Financial Services
Mark R Brown Brown amp Tedstrom
Michael V Brown Morgan Stanley
JA Tyler Browning II The Browning Group II
James Roland Brubaker Exit amp Retirement Strategies
Stephen Brubaker Exit amp Retirement Strategies
Christopher P Bruhl LPL Financial Page 11
Stephanie Bruno SBWA
Matthew Carpinelli AFC Wealth Management Group
Madison Anne Carter Morgan Stanley
Karlton D Childress Sharkey Howes amp Javer
Loretta Chiofolo Ameriprise Financial Services Inc
Michael Cohen Lincoln Financial Advisors
Michael Anthony Coleman Ameriprise Financial Services Inc
Richard P Costner G5 Financial Group
Seth Davis RMB Capital
LeeAnn Day LPL Financial
Jordan Dechtman Jordan Dechtman Wealth Management
Louis M DeNiro Ameriprise Financial Services Inc
John Diak Oatley amp Diak
Christopher James Dietz Morgan Stanley
Jeffrey Donahue Donaco Financial Services
Kathleen Drake Ameriprise Financial Services Inc
Pamela Dumonceau Asset One
Robert Eberhardt AampI Financial Services
Mike Edwards Morgan Stanley
Deborah Eggleston The Partners Group
Derek Nathan Eichenwald Triumph Capital Management Page 19
Bret A Elliott Elliott Financial
Daniel D Ellis US Bancorp
Chad Ernzen The Mutual Fund Store
Jason Evans New England Securities
John Wayne Farlow Financial Abundance
Raeyane Farrell Ameriprise Financial Services Inc Page 19
Alexander N Feick Paragon Capital Management
Lawrence Finch G5 Financial Group Page 3
David Findlow Charles Schwab amp Company
Nelisha Firestone Firestone Financial Group
Keith Ryan Fisher Financial Designs
Andrew Flanscha Thrivent Financial
Tamara Fontenot Ameriprise Financial Services Inc
Scott Forsyth G5 Financial Group Page 3
Elyse D Foster Harbor Financial Group
Karl Frank AampI Financial Services
Kimberly Gieseler LPL Financial
James Graham IV Lincoln Financial Advisors
Gerald A Graham Sr The Timberline Group
Kathryn Greene UMB Private Wealth Management
Janet Greiner American Zang Investment Council
Aaron Grey Denver Money Manager
Robert Edmund Grey Denver Money Manager
Whitney Winslow Grimm Summit Wealth ManagementAmeriprise Financial Services Inc
Jerry L Gruber Greenbook Wealth Management Page 10
Stephanie Gudka CUSO Page 11
Eustis Habighorst Public Service Credit Union
Mimi N Hackley Sharkey Howes amp Javer
Adam Watson Hall LPL Financial Page 11
Lowell Hansen Schaefer Financial Management
Chad Michael Harmon AampI Financial Services
Michael J Harrington Morgan Stanley
Roger Harris R Kent Harris amp Associates
Jimmy Hasson Hasson Financial Page 19
Scott M Hauser Ameriprise Financial Services Inc
Ross Haycock Summit Wealth Group
G Bruce Hemmings Morgan Stanley Page 6
Stephanie Herdahl Lincoln Financial Advisors
Debra K Herrington Vision Financial Services
Jennifer Hilts First Command Financial Planning
Jody Hinsey Greenbook Wealth Management Page 10
Robert Hochstadt GHP Investment Advisors
Robert L Holland Jr Life Transition Planners
Kevin D Hollis First Command Financial Planning
Guy Wesley Holman TCI Wealth Advisors
Gregory Horstman Prosperion Financial Advisors
Brett Howard Cherry Street Partners
Lawrence E Howes Sharkey Howes amp Javer
Andrew C Inman Peoples Investment Professionals
Phil Jacobson Synergy Financial Partners
Joseph Janiczek Janiczek amp Company
Patrick Janssen Ameriprise Financial Services Inc
Joel B Javer Sharkey Howes amp Javer
Karen Jessey Wealth Strategies Group Page 4
Debra Marie Johnson Life Transition Planners
Susan Elizabeth Johnston Cherry Hills Investment Advisors Page 13
Marvin Kark MZ Kark and Associates
David Keller Wealth Strategies Group Page 4
Shawn Kelly Townsend Retirement Specialists
Gary Wayne Keyfauver Raymond James
Zachary Kibby Thrivent Financial
Harold W Kirschner Sharkey Howes amp Javer
copy Five
Star
Professional
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Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
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Star
Professional
copy Five
Star
Professional
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Star
Professional
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Star
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
FSbull21
Award winners listed by primary services and listed alphabetically by last name
Cain Kobert Rocky Mountain Wealth Management
Larry N Koenigsberg Raymond James
Patricia Kummer Kummer Financial Strategies Page 15
Paul Lambert Cherry Street Partners
Bruce Larsen Presidential Brokerage
David Lawyer First Command Financial Planning
Chad Leigh Exit amp Retirement Strategies
Dennis A Leonida Raymond James Page 17
Mark Levine US Bancorp Investments
Richard Jason Levine Synergy Financial Partners
Michael Lincoln Lincoln Financial Services
David Loos Charles Schwab amp Company
Ronald C Lottridge Catalyst Financial Strategies
Josh David Lozow Transitions Wealth Management
Tad Michael Lyle Planning Resources
Kimberly Kaye Maez Ameriprise Financial Services Inc
Adam Makkai Makkai Capital Management
Joel Thomas Martin Denver Money Manager
Quinn A Martinez Clear Creek Investment Services
Marla Mason Presidential Brokerage
Nicole May Ameriprise Financial Services Inc Page 19
Cris Robert McBride NFP Securities
Jason Scott McBride Presidential Brokerage
Angel B McCall Lifetime Financial Strategies
Chad McDonnell Denver Investments
Dennis Means LPL Financial
Dot Mechtenberg Dot Mechtenberg
Terry Melonakis Melonakis Financial
Dita Merritt Ameriprise Financial Services Inc
Harve P Meslin Safe Harbor Financial Group
Ann Marie Milinazzo Hadad-Milinazzo Financial Group
Matthew Stephen Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Shawn Moore Morgan Stanley
J Cameron Morgan AampI Financial Services
David Moritz Ameriprise Financial Services Inc Page 18
C Randal Morris Summit Wealth Group
Jesse Morris Summit Wealth Group
David Morrison Prosperion Financial Advisors
Angela Mueting Thrivent Financial
Ryan S Murphy Ameriprise Financial Services Inc Page 7
Jay A Murray RM Infinity Advisors and Solutions for Tuition
Steve R Musick Destiny Capital
Leslie Myers LPL Financial Page 18
Thomas Nazzaro American Portfolios
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Josh Nelson Keystone Financial Services
Neil Norman Nichols Intentional Wealth
Amy Noel LPL Financial
Brad Noland Wagner Wealth Management
Patrick Nolen Nolen Western
William Norris Robert W Baird amp Company
Daniel Noven Noven Financial Group
Elizabeth OrsquoDonnell OrsquoDonnell Wealth Management Page 16
Daniel OrsquoLeary Quintus Financial Services
Sean OrsquoNeill Raymond James
Karen Ogard Robert W Baird amp Company
Dominick Paoloni SMG Partners
Charles Gregory Parr Ameriprise Financial Services Inc
Jeffrey Payne Aspen Wealth Management
Russell Petrin Morgan Stanley
Mary Lee Pierce Ameriprise Financial Services Inc Page 18
Sybil Praski Prosperion Financial Advisors
Christine Raines Azimuth Wealth Management
Jerry R Reiff Morgan Stanley
James A Reinig Reinig amp Associates
David Repka Creative Financial Solutions
Keith Robinson Morgan Stanley
Heather Kristin Roentz Merrill Lynch
Carole L Rominger Full Circle Wealth Management
Eric Rosel Morgan Stanley
Kevin W Ruebesam Thrivent Financial
Karen K Salvatore Shine Investment Advisory Services
Greg Schowe LotusGroup Advisors
Daniel B Schultz Ameriprise Financial Services Inc
Gregory Phillip Seal Seal Financial Services Page 2
Kara Sekavec LPL Financial
Eileen M Sharkey Sharkey Howes amp Javer
Michael Sherman Crestone Capital Advisors
Judith Shine Shine Investment Advisory Services
Andrea Shortino Ameriprise Financial Services Inc
Gary Brian Sidder Life Transition Planners
R Brady Siegrist Janiczek amp Company
Michael G Simmons Transitions Wealth Management
Mark Sindrich Sindrich amp Associates Page 17
Mark Smith MJ Smith and Associates
Mark Andrew Solinski First Allied Securities
Paul Staib Staib Financial Planning
Keith Stechmesser Thrivent Financial
Kelly Stecklein Capital Evolution Group
Stephen L Stribling Morgan Stanley
Kevin Patrick Sullivan Sullivan amp Associates
Marilynne Tarrall NewWest Advisors
Matthew H Tepoorten Charles Schwab amp Company
Mark E Thomas Townsend Retirement Specialists
Kris Tower American Portfolios
Deborah A Towers Towers Wealth Management
Jeff Townsend Townsend Retirement Specialists
Jennifer Trembley Ethos Financial PartnersAmeriprise Financial Services Inc
Scott Tremlett Charles Schwab amp Company
Laura Uchida Invest Financial
James Urbonas Ascent Financial Advisors
Maria Dolores Vargas LPL Financial
Jack Venable Ethos Financial PartnersAmeriprise Financial Services Inc
Gary Wagner Wagner Wealth Management
Rhonda Wagner Ameriprise Financial Services Inc
Carole Wagner-Grauer MetLife
Cortney Walker GW Wealth Management
Damian Walsh Ameriprise Financial Services Inc
Nathan Wangerin Thrivent Financial
Sterling Warburton Raymond James Page 15
Kenneth P Warner Ameriprise Financial Services Inc
Timothy Waters Triumph Capital Management
Rick Watson The Milestone Group
Marilyn S Weaver Presidential Brokerage
Charles Matthew Wernig The Browning Group II
Janet White Shine Investment Advisory Services
Zoe Whitmore Ameriprise Financial Services Inc
Brenda E Wille-Cope First Financial Strategies
Brian Williams GampW Wealth Management
Craig E Williams Williams Investment Network Page 18
Bart Writer Wealth Concepts
Charlene Zahn-Busch Zahn Financial Services
Ron Zimmermann Morgan Stanley Page 12
Diane Zing Trilogy Financial Services
InsuranceMark D Arlen Lincoln Financial
Advisors
Henry Geyelin Carpenter Ameriprise Financial Services Inc
Michael Edwards COPIC Financial Services
Matthew Grant Gehring Summit Wealth ManagementAmeriprise Financial Services Inc
InvestmentsKenneth Acampora Durable Wealth
Management
Patrick Adams PVG Asset Management
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
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wfivestarprofessionalcom
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Award winners listed by primary services and listed alphabetically by last name
Bruce G Allen Bruce G Allen Investments Page 9
Candace Lee Allen Wells Fargo Advisors LLC
Philip Sheridan Almon Wells Fargo Advisors LLC
David Anderson Triad Financial Group
Douglas Maurice Applegate Edward Jones
John Arnold Wells Fargo Advisors LLC
Willis Ashby Integra Financial
Daniel L Austin Thrivent Financial
Stephen Avis Wells Fargo Advisors LLC
Hugh C Bandy Edward Jones
Gordon Bauer LPL Financial
Andy Beasley The Milestone Group
Brad Bickham Sargent Bickham Lagudis
Donald Billings Charles Schwab amp Company
Kenneth Blair Edward Jones
Patrick A Bloomfield Wells Fargo Advisors Financial Network LLC
Donna M Boender Wells Fargo Advisors LLC Page 19
Brian Boudreau Edward Jones
Sara D Boyd CoBiz Wealth
Jeffery Wayne Bruce Edward Jones
Barry C Bruner Wedbush Securities
Keith Bryant RBC Wealth Management
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
James Callahan Janiczek amp Company
William I Callender Lincoln Financial Advisors
Robert M Campbell Wells Fargo Advisors LLC
John Carnes Edward Jones
Mark William Christofferson Wells Fargo Advisors LLC
John Claxton Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 18
William H Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
Travis Cook Travis CookAvant Garde Advisors
David Arthur Cooper Edward Jones
Tony Coppola The Milestone Group
John R Cormey CoBiz Wealth
James Bryan Cornehlsen Capstone Investment Financial Group
Jonathan D Cox Morgan Stanley
Jordan Curry Morgan Stanley
Patty Delucas Wells Fargo Advisors LLC
Warren Greg Denewiler Denewiler Capital Management
Neil P Dermody Wells Fargo Advisors LLC
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Edward Dickey INS Capital Management
Angus Elder Dillon Wells Fargo Advisors LLC
Robin A Dillon Wells Fargo Advisors LLC
Phil Dispense Morgan Stanley Page 12
Matthew Dolan Edward Jones
Neil Draxler Edward Jones
Greyson Drexel Wells Fargo Advisors LLC
Stephen Drexler Wells Fargo Advisors LLC Page 14
Steve Durman Wells Fargo Advisors LLC
Todd A Dussex LPL Financial
Melissa Dyer Raymond James Page 17
David Huber Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC
Steven Ehrman LPL Financial
Geoff Eliason Peak Capital Management
Steve Ellis Colorado Capital Management
Trevor J Emery ACM Wealth Solutions
Galina Y Esterby Morgan Stanley
Nanette Fahrenbruch Edward Jones
Robert Farris Wells Fargo Advisors LLC
Richard Fishel The Fishel Group
Gustin D Fox-Smith Fox-Smith Wealth Management
Kirk Aaron Freedle Innovative Financial Partners
Brian Friedman GHP Investment Advisors
Mark Frohlich Wells Fargo Advisors LLC
Marc Gaudreault Western Wealth Advisors
Geoffrey Todd Gervasini Wakefield Asset Management
Bob Gibson Edward Jones
David Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Jason Kessler Gocke Edward Jones
Kevin James Goldin Morgan Stanley
Stephen Gordon Cornerstone Asset Management
Mark Griffin Wells Fargo Advisors LLC
Elbert Clark Griggs Griggs Wealth Management
Randy R Grose Cherry Creek Retirement Advisors
Edgar George Aaron Gumbiner Marathon Investment Management
Robert Guthrie Merrill Lynch
Melanie Hanby Asset One
Beth Haney Edward Jones
David Hansen Meridian Wealth Management
Guy Harris Edward Jones
Theodore Harris The Milestone Group
Robert L Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley
Tara Hefty-Hume Peak Asset Management
Katherine Heidtbrink Wells Fargo Advisors LLC
Lynn Zickefoose Hendricks Hendricks Financial Services
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Philip Holbert Robert W Baird amp Company
Michael J Hood Morgan Stanley Page 19
Jeffrey Huff Redpoint Capital Management Page 17
Kyle Hurt Lifetime Capital Management
Jeffrey Hutcheson Edward Jones
Eric Jasper Edward Jones
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 7
Nicholas Ryan Jones Morgan Stanley
Steven T Jones Tenacity Investment Group
Robert Hunter Junge Hunter Retirement amp Wealth Management
Linda S Kalat Morgan Stanley
Laurence J Kandel Obermeyer Asset Management Company Page 18
Brandon Kane Wells Fargo Advisors LLC
Craig Lee Kinnunen Janiczek amp Company
Eric Koeplin The Milestone Group
Leon Koob Wells Fargo Advisors LLC
H Scott Koplar Ameriprise Financial Services Inc
Joseph Kozmata Raymond James Page 16
David Kraatz Morgan Stanley
Bradley Kreidle Mainline West
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Porter Landreth Asset One
Leasha K Larsen Edward Jones
Brian C Larson Edward Jones
Daniel Kit Lassen Ameriprise Financial Services Inc
Lori Taylor Lawrence Western Equity Group
Timothy Lawrence Millennium Portfolio Advisors
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
Mark Liley Wells Fargo Advisors LLC
Christopher Long Ameriprise Financial Services Inc
Brad A Lundberg Edward Jones
Bruce Lutz MetLife
Andy Lyford Charlton Investment Services
Christopher Ryan Lynett Wells Fargo Advisors LLC
Tupper MacDowell Robert W Baird amp Company
Leslie A MacGuire LPL Financial
Peter Noel MacMillan Edward Jones
Gary Mangelsdorf LPL Financial
Ted J Manzanares MetLife
Keith O Marks Openheimer amp Company
Raphael Andre Martorello LotusGroup Advisors
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Star
Professional
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Star
Professional
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Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Professional
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Star
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
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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
Award winners listed by primary services and listed alphabetically by last name
Tanya Rebekah Mathews Meridian Wealth Management
Roger D Maurer Maurer amp Associates Page 10
John McCorvie Peak Asset Management
Colin Michael McCoy CGC Financial
Janet L McCoy Seal Financial Services Page 2
Michael McDonald LPL Financial
Richard C McDowell LPL Financial
Brent McGibbon McGibbon Asset Management Page 12
David W Mckinlay David W Mckinlay ChFC
Patricia Anne McNamara Cherry Creek Investment Advisors
Brandy Shera Merriam Ameriprise Financial Services Inc
Craig Louis Miller Morgan Stanley
Lauretta C Moell Wells Fargo Advisors LLC
Rebecca Moreland Robert W Baird amp Company
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management
John P Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Jesse Brooks Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Thomas V OrsquoDonnell Ameriprise Financial Services Inc
Adam OrsquoHair Edward Jones
Mike Oakes Wells Fargo Advisors LLC Page 19
James M Olson Morgan Stanley
David L Overton Halbert Hargrove Global Advisors
Jay Oyer Merrill Lynch
Mark Paller Paller Financial Services Page 15
Daniel Palm Robert W Baird amp Company
Michael Arris Pappas LPL Financial
Christopher Parsons Wells Fargo Advisors LLC
David C Partheymuller The Normandy Group
Edward William Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Craig Perkins CDP Financial
Roy Persky LPL Financial
Kirk R Peterson Peterson Financial Services
Bryan Pieper Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Victoria Lynne Pinder VP Financial Options
Patrick Eugene Pogue Edward Jones
Gary Poling Raymond James
Brent Powell GWN Securities
Mitchell Powers Investment Security Group
Julie F Pribble CoBiz Wealth
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 16
Walter John Rasmussen Morgan Stanley
Natalie Robbins Edward Jones
Bret Allen Roberts Morgan Stanley
Richard Rust Investment Security Group
Richard Sage LPL Financial
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Catherine Stahl Scheuber LPL Financial
Shelley Schlossberg CastleMountain Financial Page 18
Stacia Schmalzer MetLife
Max Scholfield Scholfield Wealth Management
David Schreiber Edward Jones
Kathleen Scott Cherry Hills Investment Advisors Page 13
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones
Steven Setchfield Setchfield Associates
Andleib Seth LotusGroup Advisors
Lesley Shiffrin NTB Advisors
David Burns Siebert First Financial Equity Corporation
Scott W Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Timothy Soderquist Morgan Stanley
Ann Foster Sparks Wells Fargo Advisors LLC
Eric J Srodulski Edward Jones
Richard Alan Stonger Merrill Lynch
William Stordahl Stordahl Capital ManagementWells Fargo Financial Network LLC
Jeffrey R Stotler Edward Jones
Paul Stratton Edward Jones
Adam Jason Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Greg Stringari Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Lee Strongwater Colorado Capital Management Page 19
Peter Lee Swanson Edward Jones
Theodore Swenson LPL Financial Page 19
Jeffrey Swingle Edward Jones
Eric Swope Ameriprise Financial Services Inc
Hony Mahone Tarrall NewWest Advisors
Scott Taylor Value Financial Advisers
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Betsy Thorpe Wells Fargo Advisors LLC
Dustin Tidwell Latitude Financial Group
Herman Tiemens II Wells Fargo Advisors LLC
Kristy Tochihara Morgan Stanley Page 13
Richard Todd Innovest Portfolio Solutions
Vernon Lee Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
Charles Turner The Mutual Fund Store
Martha Turner Edward Jones
David Twibell Custom Portfolio Group
Vincent William Valentine First Financial Strategies
Carin Wagner GHP Investment Advisors
Victor M Walker Wells Fargo Advisors LLC
Chester Wallace Quintus Financial Services
Greg Wambolt Wambolt amp Associates Page 18
Jeff J Warren Wells Fargo Advisors LLC
Robert Webster Webster Investment Advisors
Richard E Weintraub Meridian Wealth Management
Ward Welles Wells Fargo Advisors LLC
Noel Todd Wickwar Morgan Stanley
Chad A Williams Aveo Capital
Don K Williams WMS Financial Group
TH Williams Wells Fargo Advisors LLC
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Matthew Edward Winter Wells Fargo Advisors LLC
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Todd Warren Young Edward Jones
Michael G Zahler Wells Fargo Advisors LLC
Steven Zahorik Wells Fargo Advisors LLC
Curtis A Zeigler Capital Management Group
Jonathan Zeschin Essential Investment Partners
Matthew Ziereis Wells Fargo Advisors LLC
TaxationBruce Bendell Transitions Wealth
Management
Alan Piehl Alan R Piehl CPA
Trust ServicesRichard W Phillips Wells Fargo
Advisors LLC
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
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Five Star Accounting and Estate Planning ProfessionalsHow do you find an accounting or estate planning professional with experience who has a good base of cl ients 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
accounting and estate planning professionals who satisfy 10 objective eligibility and e v a l u a t i o n c r i t e r i a A m o n g m a n y distinguishing attributes the average one-year client retention rate for this yearrsquos award-winning certified public accountants is more than 96 percent Meanwhile our winning estate planning attorneys clock an average of 78 percent of their hours as billable
The 2014 Five Star Certified Public Accountants and Estate Planning Attorneys are a select group representing less than 1 percent of the certified public accountants and 3 percent of the estate planning attorneys in the Denver area
Although this list is a useful tool for anyone looking for help with accounting or managing their estate it should not be considered exhaustive Undoubtedly there are many excellent accounting and estate planning professionals who for one reason or another are not on this yearrsquos list Self-nominations for this award are not accepted Denver award candidates were identified using internal and external research data
AWARDA Select
Award candidates who satisfied the following objective eligibility and evaluation criteria were named 2014 Five Star Certified Public Accountants or Estate Planning AttorneysOF AWARD WINNERS
Determination
Regulatory ReviewAs defined by Five Star Professional the accounting or estate planning professional 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 candidate Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists
bull Each candidate who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed abovebull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a potential winnerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use taxation or estate planning services in order to provide consumers the
opportunity to submit complaints regarding a potential winner
Eligibility Criteria ndash Required1 Credentialed licensed attorney 2 Actively employed as a credentialed professional in
the estate planning services industry for a minimum of five years
3 Favorable regulatory and complaint history review 4 A minimum of 50 percent of practice focus on estate
planning services 5 Accepting new clients
Evaluation Criteria ndash Considered 6 Number of transactions in last 12 months 7 Number of client households served 8 Industry and board certifications 9 Education and professional designations 10 Pro bono activities
Estate Planning AttorneysEligibility Criteria ndash Required 1 Credentialed Certified Public Accountant (CPA)2 Actively employed as a credentialed professional in
the accounting services industry for a minimum of five years
3 Favorable regulatory and complaint history review4 Accepting new clients5 Spend more than 50 percent of their time on taxation
or other accounting services
Evaluation Criteria ndash Considered6 One-year client retention rate7 Five-year client retention rate8 Number of clients served9 One-year billing realization rate10 Educat ion and profess ional des ignat ions
certifications
Certified Public Accountants
2014 Denver
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Star
Professional
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Star
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
FSbull25
2014 Fiv
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Daniel C Doherty
357 Main StLongmont CO 80501
Phone 303-532-2880Fax 303-532-2990dandanieldohertylawcomwwwdanieldohertylawcom
bull Estate planning taxation wills and trusts bull Estate probate and trust administration bull Business formation and succession planning
How Might We Be of Service to You
Never has a client asked that their estate or business planning be complicated diffi cult to understand or costly Everyone wants to keep it simple Unfortunately onersquos circumstances may require us to shift further up the continuum of complexity to resolve the challenge I strive to communicate with my clients in plain English to enable them to fully understand the pros and cons of the options available and the planning I propose
Juris DoctorateMaster of Laws of Taxation
Mira Fineacute
1999 Broadway Ste 4000Denver CO 80202
Offi ce 303-298-9600mfi neheincpacomwwwheincpacom
bull Service rooted in integrity listening and respectbull Technical knowledge to achieve identifi ed goals bull Independent thinking to provide objective advice
Connecting With Clients to Reach Their Goal
Mira has the ability to connect with clients and maintain open and constant communication to help drive decisions Using a solutions-based approach ideas and thoughts are shared in a collaborative environment with the focus on what is best for the client Mira believes various perspectives and points of view are important in achieving the best outcome which ultimately leads to prosperous and satisfi ed clients
Partner National Director of Tax Services
Ryan Senger
6000 Greenwood Plz Blvd Ste 125Greenwood Village CO 80111
Direct 303-488-7575Offi ce 303-488-7570RyanBorchardtSengercomwwwBorchardtSengercom
bull Comprehensive tax compliance servicesbull Intelligent tax planning strategiesbull Expert support for high-net-worth clients
Level of Service You Deserve
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 15 years of public accounting experience He has extensive experience working with partnerships S corporations and individuals Our fi rmrsquos focus is to provide accurate and timely advice to assist our clients in making informed business and personal tax decisions
Partner CPA MT
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
FSbull26
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
2014 Fiv
e Star A
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Success requires
patience discipline
and diligence
mdash Five Star award winner
Award winners listed by primary services and listed alphabetically by last name
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
AccountingMarilyn Burnside Marilyn R
Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey and Company Professional Corporation
Mona Feeley WhippleWood CPAs
Mira Fineacute Hein amp Associates Page 25
Brenda A French Brenda A French CPA
Lenae Jackson May Jackson Hendrick
Gary Jacobs Gary A Jacobs and Associates
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Eric Lake Holben Hay Lake Balzer CPAs
Daniel Noven Noven amp Associates
Alan Piehl Alan R Piehl CPA
William Rooney Crowe Horwath
Ken Saliman Smith Brook Bolshoun amp Company
Mark L Sanders Mark L Sanders CPA
Michael V Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates Page 25
Joey Simon Smith Brook Bolshoun amp Company
Ernest Villany Boulder Valley CPAs
Donna J Ward Ward amp Associates CPAs
Richard Whipple WhippleWood CPAs
Gregory Zick Zick Business Advisors
Estate PlanningMichael Bland Bryan Cave
James W Buchanan III Buchanan amp Stouffer
Nancy R Crow Pendleton Wilson Hennessey amp Crow
Frank J Danzo III Chayet amp Danzo Page 26
Daniel Doherty Doherty Law Office Page 25
John Eckstein Fairfield and Woods
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
William Krems Davis Graham amp Stubbs
James Littlepage James Littlepage Law Offices
Nathan Merrill Goodspeed amp Merrill
David Osterman Osterman Law Firm
Jane Paddison Jane Caddell Paddison
Kristin Pineiro Wallace Scott
Daniel Rich Steele Street Bank amp Trust
Timothy Scott Wallace Scott
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 26
650 S Cherry St Ste 710Denver CO 80246Office 303-355-8500FrankColoradoElderLawcom
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
EstateBusiness Planning Elder Law
600 17th St Ste 2800Denver CO 80202Office 303-226-5861kzaloudekmshzlawcomwwwmszhlawcom
Kevin Zaloudek
Mills Schmitz Halstead amp Zaloudek has built a reputation of providing legal services without the customar y overhead of a typical law firm With practice areas ranging from tax and litigation to real estate and IP law Mills Schmitz Halstead amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
e Star W
ealth M
anag
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wfivestarprofessionalcom
FSbull9
Bruce G Allen
Making Your Wealth Work for You
Three-year winner Bruce Allen President AIFAreg CIMAreg CPWAregGeneral Securities Principal
bull We build manage protect and transition wealth for our clients
bull Our process starts and fi nishes by listening to you
bull We then provide independent objective unbiased and cost-eff ective solutions
We help clients build manage protect and transition wealth
I created Bruce G Allen Investments LLC to help our clients build manage protect and transition their wealth We take a comprehensive approach to wealth management by touching on the four cornerstones of investments credit and liability
management risk management and estate and trust matters We do all of this so that we can help our clients create a sense of well-being prosperity and peace of mind
370 17th Street Suite 3580 bull Denver CO 80202Office 303-592-5535 bull Fax 303-592-5534
ballennationsfgcom 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
Bruce G Allen Investments LLC
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Jerry L GruberJody Hinsey
A Comprehensive Integrated Disciplined Approach
bull A strategy-fi rst approach
bull Dedicated and unbiased service and advice
bull Building lasting client relationships
Left to right Terri Tillotson Offi ce ManagerExecutive Assistant 2014 winner Jody Hinsey Partner three-year winner Jerry L Gruber Certifi ed Wealth Strategist CLUreg ChFCreg CWS OwnerPartner Mary Ann Perez Marketing Coordinator
We are an independent fi nancial planning fi rm and 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 104Englewood CO 80112
Offi ce 303-290-6113Toll-free 888-290-6117
jgrubergreenbookwmcomjodygreenbookwmcomwwwgreenbookwmcom
Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inc
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCOthree-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the third straight year
4600 South Syracuse Street Suite 1060Denver CO 80237
Offi ce 303-757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
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Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Financial Dynamics LLC
Guiding Clients Toward Financial Independence Since 1993
bull Wealth management specialists
bull Risk management specialists
bull Business planning specialists
Left to right Three-year winner Christopher P Bruhl CLUreg ChFCreg CFPreg Wealth Advisor Holly Jones Operations Manager 2014 winner Adam W Hall CFPreg Wealth Advisor
Our goal is to coordinate both investment management and risk management strategies crafting eff ective multidisciplinary fi nancial plans for business owners and those that value fi nancial independence 14143 Denver West Parkway Suite 510
Golden CO 80401
Offi ce 720-445-7294Offi ce 303-942-1717
christopherbruhllplcom myfi nancialdynamicscom
Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Stephanie E Gudka
Comprehensive Financial Services and Asset Management
bull Understanding your goals and fi nancial values
bull Developing strategies tailored to your needs
bull Delivering a high level of personal service
Left to right Coleen Crews CFS Registered Sales Assistant 2014 winner Stephanie E Gudka CFPreg CFS Executive Financial Advisor Laura Saunders CFS Registered Representative
Stephanie Gudka has provided her clients with dedicated unbiased personalized service and advice for more than 20 years Her experience and independence allow her to off er an objective approach to serving all of your asset needs including investments insurance estate and retirement planning Stephanie and her team can help you make informed decisions about your investment strategy and guide you toward reaching your fi nancial goals
Several locations to serve you Thornton Northglenn and Westminster
8851 Harlan StreetWestminster CO 80031
Offi ce 303-487-8466
cfs-sgudkabellcoorg wwwbellcoorgstephanie-gudka
Investment products and services offered through CUSO Financial Services LP (CFS) are not NCUANCUSIF insured are not credit union guaranteed and may lose value
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Professional
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Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Ron Zimmermann Financial Advisor Manda Neuman Client Service Associate three-year winner Phil Dispense Financial Advisor Kaitlin Inchauspe Registered Associate two-year winner Gary Peterson Financial Advisor
The philosophy of the Falcon Group is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while seeking to provide our clients with an acceptable rate of return We manage portfolios tactically with the objective of controlling risk and generating returns consistent with the customized goals and objectives of our clients Phil Dispense Five Star award winner 2012 2013 and 2014 Gary Peterson Five Star award winner 2012 and 2013 Ron Zimmermann Five Star award winner 2012 and 2014
370 17th Street Suite 2800 Denver CO 80202
Offi ce 303-572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstance from an independent tax advisor copy2014 Morgan Stanley Smith Barney LLC Member SIPC
McGibbon Asset Management
Customized and Personalized Wealth Management
bull Formulating investment strategies that are comfortable for your risk tolerance
bull Our quality fee-based-only management eff ectively aligns your success avoiding the confl ict of interest that comes from prepackaged investments
Left to right 2014 winner Brent McGibbon CIO Mark Stromberg Independent Sales Director
With a strong market understanding McGibbon Asset Management brings both discipline and structure to your portfolio Your investments stay on track with your long-term strategy We remove the emotion from investing by fi ltering through market information available and advising changes to your portfolio only when they are consistent with your specifi c investing goals Your money will be closely managed in-house using a fundamental value investing strategy
McGibbon Asset Management8400 East Prentice Avenue Suite 1360
Greenwood Village CO 80111
Offi ce 303-757-8623 Cell 303-378-4249
bmcgibbonmcgibbon-assetcom wwwmcgibbon-assetcom
McGibbon Asset Management is an independent advisor that is registered with the State of Colorado
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Three-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Senior Registered Associate
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 27 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 24 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120Boulder CO 80302
Kristy 303-545-1844Noel 303-545-1845
kristytochiharamorganstanleycomwwwmorganstanleyfacomtochiharaculberson
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Cherry Hills Investment Advisors IncHelping You Navigate Your Financial Future
bull Dedicated professionals with decades of experience and training
bull Comprehensive investment management and fi nancial planning advice
bull Serving the Colorado community since 1999
Left to right Seated Chelsey Knight Client Services Manager 2014 winner Kate Scott CFPreg CPA Principal Standing Elisabeth Jacobson Investment Advisor 2014 winners Valerie Antonioli CFPreg Principal and Susie Johnston CFPreg Principal and Founder
Cherry Hills Investment Advisors is a wealth management fi rm that works with individuals families and small businesses to design and implement personalized fi nancial strategies Throughout each lifecycle event we serve as our clientsrsquo fi nancial advocate and provide thoughtful counsel on a wide range of wealth management issues We welcome this opportunity to further introduce our fi rm
8400 East Prentice Avenue Suite 1010Greenwood Village CO 80111
Offi ce 303-703-4560
infochiaplancomwwwchiaplancom
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SPECIAL ADVERTISING SECTION
2014 Fiv
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Drexler Groupof Wells Fargo Advisors
bull Disciplined portfolio risk management
bull Process-driven results
bull Personalized goals-based wealth management strategies
Left to right Frank Djonbalaj Mick Pepper Susie Kaufman 2014 winner Stephen Drexler Je Byers
Our focus at the Drexler Group is to simplify enhance and preserve our clientsrsquo fi nancial well-being We hold ourselves to the highest level of accountability as we work in partnership with our clients helping them reach their fi nancial goalsOur belief is that ldquodiscipline is more important than convictionrdquo when it comes to managing risk
102 South Tejon Street Suite 1000 10th FloorColorado Springs CO 80903
Offi ce 719-636-8000Direct 719-636-8044
stephendrexlerwfadvisorscom wwwthedrexlergroupcom
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02994]
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
Top five questions that wealth managers want clients to answer
From research conducted by Five Star Professional April 2011
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce 303-200-1441Cell 719-210-6817toddwarburtonraymondjamescomFrontRangeFinancialConsultingcom
bull Retirement planningbull Custom portfolio managementbull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPCThis award is bestowed by an independent third-party organization not affiliated
with Raymond James
Senior Vice President ndash Investments Branch Manager
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce 303-689-7424Toll-free 800-991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 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
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial 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
Private Wealth AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
Patricia Kummer
8871 Ridgeline Blvd Ste 100Highlands Ranch CO 80129
Offi ce 303-470-1209patkummerfi nancialcomwwwkummerfi nancialcom
bull Creating ethical solutions for 28 years bull Objective personal guidance bull Tailored wealth accumulation strategies
Creating Financial Peace of Mind
KFS is a dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Come experience our full-service personal attention to your specifi c needs We provide fi nancial services education and advice to professionals and families
CERTIFIED FINANCIAL PLANNERtrade
Mark R Paller
68 Inverness Ln E Ste 203Englewood CO 80112
Offi ce 303-858-0045markpallerpallerfi nancialcomwwwPallerFinancialcom
bull Established in 1997 bull Independent and transparent bull Operates under a fi duciary standard
You Are the Only One Who Counts
Paller Financial is dedicated to asking the tough questions of why how and what if By doing so we increase the probability of executing a successful fi nancial plan Our work is designed to manage risk secure appreciation and create regular income Integrated with the proper legal documents the outcome becomes self-evident
CPAPFS CFPreg CLUreg ChFCregcopy Five
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SPECIAL ADVERTISING SECTION
2014 Fiv
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Tom Abboud
6383 S Rifl e StAurora CO 80016
Offi ce 720-252-6004TomAbboudLPLcomVeritasfi nancialplanningcom
bull Truthful honest and upfront on everything bull First priority is your fi nancial success bull Customized fi nancial plans that fi t you
Veritas Noun Latin Meaning Truth
The pursuit of meaningful goals is something we all share Whether yoursquore planning for retirement to fund education for your children or grandchildren or to leave a legacy for the next generation Veritas Financial Planning can help you succeed With an understanding of individual needs and goals we will implement a personalized wealth management plan then monitor and adjust it as necessary to help you achieve those goals
LPL Financial Planner
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
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade professional 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 CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 2013 and 2014
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC This award is bestowed by an independent third-party organization not affiliated with Raymond James
CFPreg CFAreg
Sandon Purcell
Purcell Capital Management 5299 DTC Blvd Ste 210Greenwood Village CO 80111
Offi ce 303-800-3350Toll-free 888-338-4713
sandonpurcellwfafi netcomwwwpurcellcapitalcom
bull More than 60 years of combined experiencebull Multigenerational servicesbull Dividend-oriented income strategies
A Team Approach to Assist
It is our mission to always be committed to our core values of client service integrity and honest advice Because we have the support of a large fi rm such as Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone we believe we are able to off er our clients the very best possible experience Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate of
Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0814-05500 ]
Branch Manager
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80209Phone 303-331-6434elizabethovoyafacom wwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
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 makes 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 o ered through Voya Financial Advisors Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by Voya Financial Advisors
Financial Advisor MBA University of Colorado
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone 303-792-7340 Ext 2Direct 720-209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
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 CERTIFIED FINANCIAL PLANNERtrade 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 Five Star Wealth Manager 2012 2013 and 2014 Securities o ered through Raymond James Financial Services Inc Member FINRASIPC This award
is bestowed by an independent third-party organization not a liated with Raymond James
CFPreg MBA
Mark Sindrich
1490 S Pearl StDenver CO 80210
Offi ce 303-744-8899Toll-free 800-825-8259infosindrichcomwwwsindrichcom
bull Clarity confi dence consensus accountabilitybull Answers to the what-ifs that keep you up at nightbull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions that are clear and simple to each of our clientsrsquo unique fi nancial needs We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be o ered through NFP Advisor Services LLC Member FINRASIPC NFP Advisor Services LLC is not a liated with Sindrich amp Associates
CERTIFIED FINANCIAL PLANNERtrade
Dennis A Leonida
Raymond James Financial Services Inc 8400 E Prentice Ave Ste 1100Greenwood Village CO 80111
Offi ce 303-629-7500Toll-free 800-268-2689
dennisleonidaraymondjamescom
wwwraymondjamescomcfg
bull Comprehensive fi nancial planning bull Business continuity planning bull Employee benefi ts planning
Personalized Financial Planning
Our mission is to create an innovative client experience Through our tireless client service and industry-leading research we focus on assisting our clients in not only defi ning their fi nancial goals but more importantly developing a plan to achieve them
Securities offered through Raymond James Financial Services Inc Member FINRASIPCThis award is bestowed by an independent third-party organization not affiliated with
Raymond James
ChFCreg CLUreg
Jeffrey T Huff
6400 S Fiddlerrsquos Green Cir Ste 1840Greenwood Village CO 80111Offi ce 720-963-6120Cell 303-888-5511jeff reyhuff wfafi netcom
bull Highly personalized service and advice bull Customized portfolio management bull Retirement income and risk management
Professional Advice With Integrity
For over 26 years Jeff has provided his clients with customized comprehensive wealth management strategies and unbiased advice Talk to us if you seek a rich honest dialogue about your individual investment goals and challenges
Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate
of Wells Fargo amp Company Redpoint Capital Management is a separate entity from WFAFN [CAR 0914-02327]
President Branch Manager
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
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wfivestarprofessionalcom
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
23596 Currant DrGolden CO 80401Phone 303-384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
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
CFPreg President LPL Registered Principal
CastleMountain Financial Services Inc
3200 Cherry Creek S DrSte 480Denver CO 80209Phone 303-733-4305lonnyobermeyerassetcomwwwobermeyerassetcom
Laurence J Kandel
I would like to thank our wonderful clients for their continued loyalty
Rankings andor recognition by una liated rating services andor publications should not be construed by a client or prospective client as a guarantee that heshe will experience a certain level of
results if Obermeyer is engaged or continues to be engaged to provide investment advisory services nor should it be construed
as a current or past endorsement of Obermeyer by any of its clients A copy of Obermeyerrsquos current written disclosure statement discussing its advisory services and fees is available upon request
Vice President Investments and Client Advisory
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office 720-836-4534
David W Moritz
I work one-on-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
Financial Advisor CFPreg
2229 S Joliet Way Aurora CO 80014 Direct 303-306-6639 katiecollinslplcom wwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 30 years of experience mdash Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
4419 Orofino CtCastle Rock CO 80108Office 303-663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
An Ameriprise Platinum Financial Servicesreg practice I help my clients plan for their dreams through a comprehensive financial planning approach and long-term investment 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
Financial Advisor CFPreg CLUreg
7665 E Windford StParker CO 80134Office 303-805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams works with high-net-worth individuals family offices and business owners to build sophisticated investment portfolios containing stocks bonds and other asset c lasses that emulate the endowment-style investing employed by large institutional investors
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Myers Financial Limited650 S Cherry St Ste 1250Denver CO 80246Office 303-393-0340Cell 303-319-1752lesliemyerslplcomwwwlplcomlesliemyers
Leslie A Myers
Leslie Myers treats her clients as partners in the investment and management of their assets Her personal touch which focuses on the individual as well as the family needs and wants has enabled her to generate new clients while maintaining a loyal clientele for many years
Securities o ered through LPL Financial Member FINRA SIPC
CFPreg MBA CLUreg ChFCreg LPL Financial Planner
13976 W Bowles Ave Ste 200Littleton CO 80127Office 720-962-6700Cell 303-808-4767wwwwamboltandassoccom
Greg Wambolt
Truth is wealth wonrsquot manage itself Reaching your goals takes a team dedicated to you mdashnot to their firm Our process is proven to identify planning gaps reduce complexity and deliver the best rate of return possible Itrsquos why successful people call on us to grow and protect their wealth Greg ldquoFinish Strongrdquo Wambolt is a f ly fisherman and a sport clay shooter
CFPreg CLUreg ChFCreg
If yoursquore in this business for money
alone you will never make it You have to
genuinely want to make a difference in your
clientsrsquo lives
mdash Five Star award winner
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
e Star W
ealth M
anag
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1801 13th St Ste 200Boulder CO 80302Office 303-541-2047michaeljoakeswellsfargocom
Mike Oakes
For nearly a decade Mike has helped clients implement investment strategies and feel confident in their financial decisions Contact Mike Oakes for a consultation
Wells Fargo Advisors LLC Member SIPC is a registered broker-dealer and a separate non-bank a liate of Wells Fargo amp Company
[CAR 0814-03128]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor
5610 Ward Rd Bldg 100 Ste 110Arvada CO 80002Office 303-393-2456tedswensonlplcomswensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
Denver CO 80202Office 720-399-5555Cell 720-495-1317DerekETriumphCapitalManagementcomTriumphCapitalManagementcom
Derek N Eichenwald
Mr Eichenwald assists clients of Triumph Capital LLC on their l ifetime financial and strategic goals through sound asset management risk planning retirement planning and advanced estate planning techniques
1610 Wynkoop Street Suite 550 Denver CO 80202Securities o ered through JP Turner amp Company LLC (Member SIPC) JP Turner amp Company LLC is not a liated with Triumph Capital LLC
JPT090914-1519
CEO and Senior Investment Executive
8751 E Hampden Ave Ste B-10Denver CO 80231Phone 303-243-5722jimmyhassonlplcomwwwhassonfinancialscom
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 investment advisory retirement planning and education planning
Securities o ered through LPL Financial Member FINRASIPC
CERTIFIED FINANCIAL PLANNERtrade
4430 Arapahoe AveBoulder CO 80303Office 303-444-9300leecoloradocapcomwwwcoloradocapcom
Lee Strongwater
Integrity Quality Results
At Colorado Capital Management we seek to understand the purpose money serves for you before we put it to use We do this by listening and understanding what is most important and then by designing a prudent plan for you to achieve your cherished goals
Financial Advisor
5251 DTC Pkwy Ste 1500Greenwood Village CO 80111Office 303-925-9648michaeljhoodmorganstanleycommorganstanleyfacomhood
Michael J Hood
As your financial advisor I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve 2014 Five Star award winner
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP
(with ame design) in the US copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President CFPreg
7979 E Tufts Ave Ste 715Denver CO 80237Direct 303-689-7480nicolemayampfcomameripriseadvisorscomnicolemay
Nicole May
What are your dreams and goals for retirement I am passionate about working with my clients and want them to experience financial confidence now and in retirement It starts with a conversation discussing cash reserves debt management investments and taxes
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
Financial Advisor CERTIFIED FINANCIAL PLANNERtrade professional
7979 E Tufts Ave Ste 715Denver CO 80237Phone 303-689-7448raeyanexfarrellampfcomameripriseadvisorscomraeyanexfarrell
Raeyane Farrell
Whether itrsquos a long way off fast approaching or already a reality you have dreams and goals for your retirement I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs
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
MBA Financial Advisor
Wells Fargo Advisors LLC3200 Cherry Creek S Dr Ste 100Denver CO 80209Phone 303-248-0842Toll-free 800-777-1401DonnaBoenderWFAdvisorscom
Donna M Boender
Donna Boender CERTIFIED FINANCIAL PLANNERtrade 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 Visit wwwWFAdvisorscomdonnaboender
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02380 91514]
Senior Vice President ndash Investment Officer
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
ww
wfivestarprofessionalcom
FSbull21
Award winners listed by primary services and listed alphabetically by last name
Business PlanningMark Goodside Retirement
Solutions of Colorado
William E Roberts AUCTORIS
Bernard Taillon Triad Financial Group
Kerry Linn Walker Business Owner Solutions
Estate PlanningRichard H Hartmann AUCTORIS
Reid M Johnson MBA Wealth Management
Financial PlanningChad Aaberg Thrivent Financial
Thomas Abboud Veritas Financial Planning Page 16
Chad Michael Alevras Gregory amp Associates
Vasil W Allabashi Wealth Strategies Group Page 4
Gregory Robert Anderson GRAnderson Wealth Management Group
Valerie Antonioli Cherry Hills Investment Advisors Page 13
Nathan M Archuleta Summit Wealth Group
Craig Arfsten Prosperion Financial Advisors
Terri Ashton Townsend Retirement Specialists
Colleen Askew Knopinski amp Fauver Financial Advisors
Mark Autterson Win Advisor
Stephen Baker Ameriprise Financial Services Inc
Ali Barghelame Barghelame Wealth Advisors
Linda R Barker Ethos Financial PartnersAmeriprise Financial Services Inc
John T Barry Barry Financial Services
Jeffrey Bartleson Ameriprise Financial Services Inc
Bob Bastiaans Ameriprise Financial Services Inc Page 15
Dana Bath Aveo Capital
Tom Baumler Asset One
Richard Bellmar Bellmar Family Financial
Benjamin Wills Bender Raymond James
John R Bennett First Command Financial Planning
A Raymond Benton Benton amp Company
Amy Berk Ameriprise Financial Services Inc
David Billingslea Ameriprise Financial Services Inc
Matthew R Blake My Portfolio Guide
Mitchell Lewis Bloom Bloom Financial
Thomas Boh Robert W Baird amp Company
Steve Booren Prosperion Financial Advisors
Kean Boucher Boucher Wealth Management Group Page 5
Paula Boyka Raymond James
Carol Rogers Breglio Ameriprise Financial Services Inc
Michael J Broker Trilogy Financial Services
Mark R Brown Brown amp Tedstrom
Michael V Brown Morgan Stanley
JA Tyler Browning II The Browning Group II
James Roland Brubaker Exit amp Retirement Strategies
Stephen Brubaker Exit amp Retirement Strategies
Christopher P Bruhl LPL Financial Page 11
Stephanie Bruno SBWA
Matthew Carpinelli AFC Wealth Management Group
Madison Anne Carter Morgan Stanley
Karlton D Childress Sharkey Howes amp Javer
Loretta Chiofolo Ameriprise Financial Services Inc
Michael Cohen Lincoln Financial Advisors
Michael Anthony Coleman Ameriprise Financial Services Inc
Richard P Costner G5 Financial Group
Seth Davis RMB Capital
LeeAnn Day LPL Financial
Jordan Dechtman Jordan Dechtman Wealth Management
Louis M DeNiro Ameriprise Financial Services Inc
John Diak Oatley amp Diak
Christopher James Dietz Morgan Stanley
Jeffrey Donahue Donaco Financial Services
Kathleen Drake Ameriprise Financial Services Inc
Pamela Dumonceau Asset One
Robert Eberhardt AampI Financial Services
Mike Edwards Morgan Stanley
Deborah Eggleston The Partners Group
Derek Nathan Eichenwald Triumph Capital Management Page 19
Bret A Elliott Elliott Financial
Daniel D Ellis US Bancorp
Chad Ernzen The Mutual Fund Store
Jason Evans New England Securities
John Wayne Farlow Financial Abundance
Raeyane Farrell Ameriprise Financial Services Inc Page 19
Alexander N Feick Paragon Capital Management
Lawrence Finch G5 Financial Group Page 3
David Findlow Charles Schwab amp Company
Nelisha Firestone Firestone Financial Group
Keith Ryan Fisher Financial Designs
Andrew Flanscha Thrivent Financial
Tamara Fontenot Ameriprise Financial Services Inc
Scott Forsyth G5 Financial Group Page 3
Elyse D Foster Harbor Financial Group
Karl Frank AampI Financial Services
Kimberly Gieseler LPL Financial
James Graham IV Lincoln Financial Advisors
Gerald A Graham Sr The Timberline Group
Kathryn Greene UMB Private Wealth Management
Janet Greiner American Zang Investment Council
Aaron Grey Denver Money Manager
Robert Edmund Grey Denver Money Manager
Whitney Winslow Grimm Summit Wealth ManagementAmeriprise Financial Services Inc
Jerry L Gruber Greenbook Wealth Management Page 10
Stephanie Gudka CUSO Page 11
Eustis Habighorst Public Service Credit Union
Mimi N Hackley Sharkey Howes amp Javer
Adam Watson Hall LPL Financial Page 11
Lowell Hansen Schaefer Financial Management
Chad Michael Harmon AampI Financial Services
Michael J Harrington Morgan Stanley
Roger Harris R Kent Harris amp Associates
Jimmy Hasson Hasson Financial Page 19
Scott M Hauser Ameriprise Financial Services Inc
Ross Haycock Summit Wealth Group
G Bruce Hemmings Morgan Stanley Page 6
Stephanie Herdahl Lincoln Financial Advisors
Debra K Herrington Vision Financial Services
Jennifer Hilts First Command Financial Planning
Jody Hinsey Greenbook Wealth Management Page 10
Robert Hochstadt GHP Investment Advisors
Robert L Holland Jr Life Transition Planners
Kevin D Hollis First Command Financial Planning
Guy Wesley Holman TCI Wealth Advisors
Gregory Horstman Prosperion Financial Advisors
Brett Howard Cherry Street Partners
Lawrence E Howes Sharkey Howes amp Javer
Andrew C Inman Peoples Investment Professionals
Phil Jacobson Synergy Financial Partners
Joseph Janiczek Janiczek amp Company
Patrick Janssen Ameriprise Financial Services Inc
Joel B Javer Sharkey Howes amp Javer
Karen Jessey Wealth Strategies Group Page 4
Debra Marie Johnson Life Transition Planners
Susan Elizabeth Johnston Cherry Hills Investment Advisors Page 13
Marvin Kark MZ Kark and Associates
David Keller Wealth Strategies Group Page 4
Shawn Kelly Townsend Retirement Specialists
Gary Wayne Keyfauver Raymond James
Zachary Kibby Thrivent Financial
Harold W Kirschner Sharkey Howes amp Javer
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
FSbull21
Award winners listed by primary services and listed alphabetically by last name
Cain Kobert Rocky Mountain Wealth Management
Larry N Koenigsberg Raymond James
Patricia Kummer Kummer Financial Strategies Page 15
Paul Lambert Cherry Street Partners
Bruce Larsen Presidential Brokerage
David Lawyer First Command Financial Planning
Chad Leigh Exit amp Retirement Strategies
Dennis A Leonida Raymond James Page 17
Mark Levine US Bancorp Investments
Richard Jason Levine Synergy Financial Partners
Michael Lincoln Lincoln Financial Services
David Loos Charles Schwab amp Company
Ronald C Lottridge Catalyst Financial Strategies
Josh David Lozow Transitions Wealth Management
Tad Michael Lyle Planning Resources
Kimberly Kaye Maez Ameriprise Financial Services Inc
Adam Makkai Makkai Capital Management
Joel Thomas Martin Denver Money Manager
Quinn A Martinez Clear Creek Investment Services
Marla Mason Presidential Brokerage
Nicole May Ameriprise Financial Services Inc Page 19
Cris Robert McBride NFP Securities
Jason Scott McBride Presidential Brokerage
Angel B McCall Lifetime Financial Strategies
Chad McDonnell Denver Investments
Dennis Means LPL Financial
Dot Mechtenberg Dot Mechtenberg
Terry Melonakis Melonakis Financial
Dita Merritt Ameriprise Financial Services Inc
Harve P Meslin Safe Harbor Financial Group
Ann Marie Milinazzo Hadad-Milinazzo Financial Group
Matthew Stephen Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Shawn Moore Morgan Stanley
J Cameron Morgan AampI Financial Services
David Moritz Ameriprise Financial Services Inc Page 18
C Randal Morris Summit Wealth Group
Jesse Morris Summit Wealth Group
David Morrison Prosperion Financial Advisors
Angela Mueting Thrivent Financial
Ryan S Murphy Ameriprise Financial Services Inc Page 7
Jay A Murray RM Infinity Advisors and Solutions for Tuition
Steve R Musick Destiny Capital
Leslie Myers LPL Financial Page 18
Thomas Nazzaro American Portfolios
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Josh Nelson Keystone Financial Services
Neil Norman Nichols Intentional Wealth
Amy Noel LPL Financial
Brad Noland Wagner Wealth Management
Patrick Nolen Nolen Western
William Norris Robert W Baird amp Company
Daniel Noven Noven Financial Group
Elizabeth OrsquoDonnell OrsquoDonnell Wealth Management Page 16
Daniel OrsquoLeary Quintus Financial Services
Sean OrsquoNeill Raymond James
Karen Ogard Robert W Baird amp Company
Dominick Paoloni SMG Partners
Charles Gregory Parr Ameriprise Financial Services Inc
Jeffrey Payne Aspen Wealth Management
Russell Petrin Morgan Stanley
Mary Lee Pierce Ameriprise Financial Services Inc Page 18
Sybil Praski Prosperion Financial Advisors
Christine Raines Azimuth Wealth Management
Jerry R Reiff Morgan Stanley
James A Reinig Reinig amp Associates
David Repka Creative Financial Solutions
Keith Robinson Morgan Stanley
Heather Kristin Roentz Merrill Lynch
Carole L Rominger Full Circle Wealth Management
Eric Rosel Morgan Stanley
Kevin W Ruebesam Thrivent Financial
Karen K Salvatore Shine Investment Advisory Services
Greg Schowe LotusGroup Advisors
Daniel B Schultz Ameriprise Financial Services Inc
Gregory Phillip Seal Seal Financial Services Page 2
Kara Sekavec LPL Financial
Eileen M Sharkey Sharkey Howes amp Javer
Michael Sherman Crestone Capital Advisors
Judith Shine Shine Investment Advisory Services
Andrea Shortino Ameriprise Financial Services Inc
Gary Brian Sidder Life Transition Planners
R Brady Siegrist Janiczek amp Company
Michael G Simmons Transitions Wealth Management
Mark Sindrich Sindrich amp Associates Page 17
Mark Smith MJ Smith and Associates
Mark Andrew Solinski First Allied Securities
Paul Staib Staib Financial Planning
Keith Stechmesser Thrivent Financial
Kelly Stecklein Capital Evolution Group
Stephen L Stribling Morgan Stanley
Kevin Patrick Sullivan Sullivan amp Associates
Marilynne Tarrall NewWest Advisors
Matthew H Tepoorten Charles Schwab amp Company
Mark E Thomas Townsend Retirement Specialists
Kris Tower American Portfolios
Deborah A Towers Towers Wealth Management
Jeff Townsend Townsend Retirement Specialists
Jennifer Trembley Ethos Financial PartnersAmeriprise Financial Services Inc
Scott Tremlett Charles Schwab amp Company
Laura Uchida Invest Financial
James Urbonas Ascent Financial Advisors
Maria Dolores Vargas LPL Financial
Jack Venable Ethos Financial PartnersAmeriprise Financial Services Inc
Gary Wagner Wagner Wealth Management
Rhonda Wagner Ameriprise Financial Services Inc
Carole Wagner-Grauer MetLife
Cortney Walker GW Wealth Management
Damian Walsh Ameriprise Financial Services Inc
Nathan Wangerin Thrivent Financial
Sterling Warburton Raymond James Page 15
Kenneth P Warner Ameriprise Financial Services Inc
Timothy Waters Triumph Capital Management
Rick Watson The Milestone Group
Marilyn S Weaver Presidential Brokerage
Charles Matthew Wernig The Browning Group II
Janet White Shine Investment Advisory Services
Zoe Whitmore Ameriprise Financial Services Inc
Brenda E Wille-Cope First Financial Strategies
Brian Williams GampW Wealth Management
Craig E Williams Williams Investment Network Page 18
Bart Writer Wealth Concepts
Charlene Zahn-Busch Zahn Financial Services
Ron Zimmermann Morgan Stanley Page 12
Diane Zing Trilogy Financial Services
InsuranceMark D Arlen Lincoln Financial
Advisors
Henry Geyelin Carpenter Ameriprise Financial Services Inc
Michael Edwards COPIC Financial Services
Matthew Grant Gehring Summit Wealth ManagementAmeriprise Financial Services Inc
InvestmentsKenneth Acampora Durable Wealth
Management
Patrick Adams PVG Asset Management
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
ww
wfivestarprofessionalcom
FSbull22
Award winners listed by primary services and listed alphabetically by last name
Bruce G Allen Bruce G Allen Investments Page 9
Candace Lee Allen Wells Fargo Advisors LLC
Philip Sheridan Almon Wells Fargo Advisors LLC
David Anderson Triad Financial Group
Douglas Maurice Applegate Edward Jones
John Arnold Wells Fargo Advisors LLC
Willis Ashby Integra Financial
Daniel L Austin Thrivent Financial
Stephen Avis Wells Fargo Advisors LLC
Hugh C Bandy Edward Jones
Gordon Bauer LPL Financial
Andy Beasley The Milestone Group
Brad Bickham Sargent Bickham Lagudis
Donald Billings Charles Schwab amp Company
Kenneth Blair Edward Jones
Patrick A Bloomfield Wells Fargo Advisors Financial Network LLC
Donna M Boender Wells Fargo Advisors LLC Page 19
Brian Boudreau Edward Jones
Sara D Boyd CoBiz Wealth
Jeffery Wayne Bruce Edward Jones
Barry C Bruner Wedbush Securities
Keith Bryant RBC Wealth Management
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
James Callahan Janiczek amp Company
William I Callender Lincoln Financial Advisors
Robert M Campbell Wells Fargo Advisors LLC
John Carnes Edward Jones
Mark William Christofferson Wells Fargo Advisors LLC
John Claxton Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 18
William H Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
Travis Cook Travis CookAvant Garde Advisors
David Arthur Cooper Edward Jones
Tony Coppola The Milestone Group
John R Cormey CoBiz Wealth
James Bryan Cornehlsen Capstone Investment Financial Group
Jonathan D Cox Morgan Stanley
Jordan Curry Morgan Stanley
Patty Delucas Wells Fargo Advisors LLC
Warren Greg Denewiler Denewiler Capital Management
Neil P Dermody Wells Fargo Advisors LLC
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Edward Dickey INS Capital Management
Angus Elder Dillon Wells Fargo Advisors LLC
Robin A Dillon Wells Fargo Advisors LLC
Phil Dispense Morgan Stanley Page 12
Matthew Dolan Edward Jones
Neil Draxler Edward Jones
Greyson Drexel Wells Fargo Advisors LLC
Stephen Drexler Wells Fargo Advisors LLC Page 14
Steve Durman Wells Fargo Advisors LLC
Todd A Dussex LPL Financial
Melissa Dyer Raymond James Page 17
David Huber Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC
Steven Ehrman LPL Financial
Geoff Eliason Peak Capital Management
Steve Ellis Colorado Capital Management
Trevor J Emery ACM Wealth Solutions
Galina Y Esterby Morgan Stanley
Nanette Fahrenbruch Edward Jones
Robert Farris Wells Fargo Advisors LLC
Richard Fishel The Fishel Group
Gustin D Fox-Smith Fox-Smith Wealth Management
Kirk Aaron Freedle Innovative Financial Partners
Brian Friedman GHP Investment Advisors
Mark Frohlich Wells Fargo Advisors LLC
Marc Gaudreault Western Wealth Advisors
Geoffrey Todd Gervasini Wakefield Asset Management
Bob Gibson Edward Jones
David Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Jason Kessler Gocke Edward Jones
Kevin James Goldin Morgan Stanley
Stephen Gordon Cornerstone Asset Management
Mark Griffin Wells Fargo Advisors LLC
Elbert Clark Griggs Griggs Wealth Management
Randy R Grose Cherry Creek Retirement Advisors
Edgar George Aaron Gumbiner Marathon Investment Management
Robert Guthrie Merrill Lynch
Melanie Hanby Asset One
Beth Haney Edward Jones
David Hansen Meridian Wealth Management
Guy Harris Edward Jones
Theodore Harris The Milestone Group
Robert L Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley
Tara Hefty-Hume Peak Asset Management
Katherine Heidtbrink Wells Fargo Advisors LLC
Lynn Zickefoose Hendricks Hendricks Financial Services
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Philip Holbert Robert W Baird amp Company
Michael J Hood Morgan Stanley Page 19
Jeffrey Huff Redpoint Capital Management Page 17
Kyle Hurt Lifetime Capital Management
Jeffrey Hutcheson Edward Jones
Eric Jasper Edward Jones
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 7
Nicholas Ryan Jones Morgan Stanley
Steven T Jones Tenacity Investment Group
Robert Hunter Junge Hunter Retirement amp Wealth Management
Linda S Kalat Morgan Stanley
Laurence J Kandel Obermeyer Asset Management Company Page 18
Brandon Kane Wells Fargo Advisors LLC
Craig Lee Kinnunen Janiczek amp Company
Eric Koeplin The Milestone Group
Leon Koob Wells Fargo Advisors LLC
H Scott Koplar Ameriprise Financial Services Inc
Joseph Kozmata Raymond James Page 16
David Kraatz Morgan Stanley
Bradley Kreidle Mainline West
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Porter Landreth Asset One
Leasha K Larsen Edward Jones
Brian C Larson Edward Jones
Daniel Kit Lassen Ameriprise Financial Services Inc
Lori Taylor Lawrence Western Equity Group
Timothy Lawrence Millennium Portfolio Advisors
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
Mark Liley Wells Fargo Advisors LLC
Christopher Long Ameriprise Financial Services Inc
Brad A Lundberg Edward Jones
Bruce Lutz MetLife
Andy Lyford Charlton Investment Services
Christopher Ryan Lynett Wells Fargo Advisors LLC
Tupper MacDowell Robert W Baird amp Company
Leslie A MacGuire LPL Financial
Peter Noel MacMillan Edward Jones
Gary Mangelsdorf LPL Financial
Ted J Manzanares MetLife
Keith O Marks Openheimer amp Company
Raphael Andre Martorello LotusGroup Advisors
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
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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
Award winners listed by primary services and listed alphabetically by last name
Tanya Rebekah Mathews Meridian Wealth Management
Roger D Maurer Maurer amp Associates Page 10
John McCorvie Peak Asset Management
Colin Michael McCoy CGC Financial
Janet L McCoy Seal Financial Services Page 2
Michael McDonald LPL Financial
Richard C McDowell LPL Financial
Brent McGibbon McGibbon Asset Management Page 12
David W Mckinlay David W Mckinlay ChFC
Patricia Anne McNamara Cherry Creek Investment Advisors
Brandy Shera Merriam Ameriprise Financial Services Inc
Craig Louis Miller Morgan Stanley
Lauretta C Moell Wells Fargo Advisors LLC
Rebecca Moreland Robert W Baird amp Company
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management
John P Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Jesse Brooks Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Thomas V OrsquoDonnell Ameriprise Financial Services Inc
Adam OrsquoHair Edward Jones
Mike Oakes Wells Fargo Advisors LLC Page 19
James M Olson Morgan Stanley
David L Overton Halbert Hargrove Global Advisors
Jay Oyer Merrill Lynch
Mark Paller Paller Financial Services Page 15
Daniel Palm Robert W Baird amp Company
Michael Arris Pappas LPL Financial
Christopher Parsons Wells Fargo Advisors LLC
David C Partheymuller The Normandy Group
Edward William Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Craig Perkins CDP Financial
Roy Persky LPL Financial
Kirk R Peterson Peterson Financial Services
Bryan Pieper Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Victoria Lynne Pinder VP Financial Options
Patrick Eugene Pogue Edward Jones
Gary Poling Raymond James
Brent Powell GWN Securities
Mitchell Powers Investment Security Group
Julie F Pribble CoBiz Wealth
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 16
Walter John Rasmussen Morgan Stanley
Natalie Robbins Edward Jones
Bret Allen Roberts Morgan Stanley
Richard Rust Investment Security Group
Richard Sage LPL Financial
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Catherine Stahl Scheuber LPL Financial
Shelley Schlossberg CastleMountain Financial Page 18
Stacia Schmalzer MetLife
Max Scholfield Scholfield Wealth Management
David Schreiber Edward Jones
Kathleen Scott Cherry Hills Investment Advisors Page 13
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones
Steven Setchfield Setchfield Associates
Andleib Seth LotusGroup Advisors
Lesley Shiffrin NTB Advisors
David Burns Siebert First Financial Equity Corporation
Scott W Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Timothy Soderquist Morgan Stanley
Ann Foster Sparks Wells Fargo Advisors LLC
Eric J Srodulski Edward Jones
Richard Alan Stonger Merrill Lynch
William Stordahl Stordahl Capital ManagementWells Fargo Financial Network LLC
Jeffrey R Stotler Edward Jones
Paul Stratton Edward Jones
Adam Jason Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Greg Stringari Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Lee Strongwater Colorado Capital Management Page 19
Peter Lee Swanson Edward Jones
Theodore Swenson LPL Financial Page 19
Jeffrey Swingle Edward Jones
Eric Swope Ameriprise Financial Services Inc
Hony Mahone Tarrall NewWest Advisors
Scott Taylor Value Financial Advisers
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Betsy Thorpe Wells Fargo Advisors LLC
Dustin Tidwell Latitude Financial Group
Herman Tiemens II Wells Fargo Advisors LLC
Kristy Tochihara Morgan Stanley Page 13
Richard Todd Innovest Portfolio Solutions
Vernon Lee Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
Charles Turner The Mutual Fund Store
Martha Turner Edward Jones
David Twibell Custom Portfolio Group
Vincent William Valentine First Financial Strategies
Carin Wagner GHP Investment Advisors
Victor M Walker Wells Fargo Advisors LLC
Chester Wallace Quintus Financial Services
Greg Wambolt Wambolt amp Associates Page 18
Jeff J Warren Wells Fargo Advisors LLC
Robert Webster Webster Investment Advisors
Richard E Weintraub Meridian Wealth Management
Ward Welles Wells Fargo Advisors LLC
Noel Todd Wickwar Morgan Stanley
Chad A Williams Aveo Capital
Don K Williams WMS Financial Group
TH Williams Wells Fargo Advisors LLC
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Matthew Edward Winter Wells Fargo Advisors LLC
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Todd Warren Young Edward Jones
Michael G Zahler Wells Fargo Advisors LLC
Steven Zahorik Wells Fargo Advisors LLC
Curtis A Zeigler Capital Management Group
Jonathan Zeschin Essential Investment Partners
Matthew Ziereis Wells Fargo Advisors LLC
TaxationBruce Bendell Transitions Wealth
Management
Alan Piehl Alan R Piehl CPA
Trust ServicesRichard W Phillips Wells Fargo
Advisors LLC
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
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ccou
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Five Star Accounting and Estate Planning ProfessionalsHow do you find an accounting or estate planning professional with experience who has a good base of cl ients 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
accounting and estate planning professionals who satisfy 10 objective eligibility and e v a l u a t i o n c r i t e r i a A m o n g m a n y distinguishing attributes the average one-year client retention rate for this yearrsquos award-winning certified public accountants is more than 96 percent Meanwhile our winning estate planning attorneys clock an average of 78 percent of their hours as billable
The 2014 Five Star Certified Public Accountants and Estate Planning Attorneys are a select group representing less than 1 percent of the certified public accountants and 3 percent of the estate planning attorneys in the Denver area
Although this list is a useful tool for anyone looking for help with accounting or managing their estate it should not be considered exhaustive Undoubtedly there are many excellent accounting and estate planning professionals who for one reason or another are not on this yearrsquos list Self-nominations for this award are not accepted Denver award candidates were identified using internal and external research data
AWARDA Select
Award candidates who satisfied the following objective eligibility and evaluation criteria were named 2014 Five Star Certified Public Accountants or Estate Planning AttorneysOF AWARD WINNERS
Determination
Regulatory ReviewAs defined by Five Star Professional the accounting or estate planning professional 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 candidate Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists
bull Each candidate who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed abovebull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a potential winnerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use taxation or estate planning services in order to provide consumers the
opportunity to submit complaints regarding a potential winner
Eligibility Criteria ndash Required1 Credentialed licensed attorney 2 Actively employed as a credentialed professional in
the estate planning services industry for a minimum of five years
3 Favorable regulatory and complaint history review 4 A minimum of 50 percent of practice focus on estate
planning services 5 Accepting new clients
Evaluation Criteria ndash Considered 6 Number of transactions in last 12 months 7 Number of client households served 8 Industry and board certifications 9 Education and professional designations 10 Pro bono activities
Estate Planning AttorneysEligibility Criteria ndash Required 1 Credentialed Certified Public Accountant (CPA)2 Actively employed as a credentialed professional in
the accounting services industry for a minimum of five years
3 Favorable regulatory and complaint history review4 Accepting new clients5 Spend more than 50 percent of their time on taxation
or other accounting services
Evaluation Criteria ndash Considered6 One-year client retention rate7 Five-year client retention rate8 Number of clients served9 One-year billing realization rate10 Educat ion and profess ional des ignat ions
certifications
Certified Public Accountants
2014 Denver
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
FSbull25
2014 Fiv
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Daniel C Doherty
357 Main StLongmont CO 80501
Phone 303-532-2880Fax 303-532-2990dandanieldohertylawcomwwwdanieldohertylawcom
bull Estate planning taxation wills and trusts bull Estate probate and trust administration bull Business formation and succession planning
How Might We Be of Service to You
Never has a client asked that their estate or business planning be complicated diffi cult to understand or costly Everyone wants to keep it simple Unfortunately onersquos circumstances may require us to shift further up the continuum of complexity to resolve the challenge I strive to communicate with my clients in plain English to enable them to fully understand the pros and cons of the options available and the planning I propose
Juris DoctorateMaster of Laws of Taxation
Mira Fineacute
1999 Broadway Ste 4000Denver CO 80202
Offi ce 303-298-9600mfi neheincpacomwwwheincpacom
bull Service rooted in integrity listening and respectbull Technical knowledge to achieve identifi ed goals bull Independent thinking to provide objective advice
Connecting With Clients to Reach Their Goal
Mira has the ability to connect with clients and maintain open and constant communication to help drive decisions Using a solutions-based approach ideas and thoughts are shared in a collaborative environment with the focus on what is best for the client Mira believes various perspectives and points of view are important in achieving the best outcome which ultimately leads to prosperous and satisfi ed clients
Partner National Director of Tax Services
Ryan Senger
6000 Greenwood Plz Blvd Ste 125Greenwood Village CO 80111
Direct 303-488-7575Offi ce 303-488-7570RyanBorchardtSengercomwwwBorchardtSengercom
bull Comprehensive tax compliance servicesbull Intelligent tax planning strategiesbull Expert support for high-net-worth clients
Level of Service You Deserve
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 15 years of public accounting experience He has extensive experience working with partnerships S corporations and individuals Our fi rmrsquos focus is to provide accurate and timely advice to assist our clients in making informed business and personal tax decisions
Partner CPA MT
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
FSbull26
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
2014 Fiv
e Star A
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Success requires
patience discipline
and diligence
mdash Five Star award winner
Award winners listed by primary services and listed alphabetically by last name
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
AccountingMarilyn Burnside Marilyn R
Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey and Company Professional Corporation
Mona Feeley WhippleWood CPAs
Mira Fineacute Hein amp Associates Page 25
Brenda A French Brenda A French CPA
Lenae Jackson May Jackson Hendrick
Gary Jacobs Gary A Jacobs and Associates
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Eric Lake Holben Hay Lake Balzer CPAs
Daniel Noven Noven amp Associates
Alan Piehl Alan R Piehl CPA
William Rooney Crowe Horwath
Ken Saliman Smith Brook Bolshoun amp Company
Mark L Sanders Mark L Sanders CPA
Michael V Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates Page 25
Joey Simon Smith Brook Bolshoun amp Company
Ernest Villany Boulder Valley CPAs
Donna J Ward Ward amp Associates CPAs
Richard Whipple WhippleWood CPAs
Gregory Zick Zick Business Advisors
Estate PlanningMichael Bland Bryan Cave
James W Buchanan III Buchanan amp Stouffer
Nancy R Crow Pendleton Wilson Hennessey amp Crow
Frank J Danzo III Chayet amp Danzo Page 26
Daniel Doherty Doherty Law Office Page 25
John Eckstein Fairfield and Woods
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
William Krems Davis Graham amp Stubbs
James Littlepage James Littlepage Law Offices
Nathan Merrill Goodspeed amp Merrill
David Osterman Osterman Law Firm
Jane Paddison Jane Caddell Paddison
Kristin Pineiro Wallace Scott
Daniel Rich Steele Street Bank amp Trust
Timothy Scott Wallace Scott
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 26
650 S Cherry St Ste 710Denver CO 80246Office 303-355-8500FrankColoradoElderLawcom
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
EstateBusiness Planning Elder Law
600 17th St Ste 2800Denver CO 80202Office 303-226-5861kzaloudekmshzlawcomwwwmszhlawcom
Kevin Zaloudek
Mills Schmitz Halstead amp Zaloudek has built a reputation of providing legal services without the customar y overhead of a typical law firm With practice areas ranging from tax and litigation to real estate and IP law Mills Schmitz Halstead amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
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ealth M
anag
ersmdash
ww
wfivestarprofessionalcom
FSbull11
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Jerry L GruberJody Hinsey
A Comprehensive Integrated Disciplined Approach
bull A strategy-fi rst approach
bull Dedicated and unbiased service and advice
bull Building lasting client relationships
Left to right Terri Tillotson Offi ce ManagerExecutive Assistant 2014 winner Jody Hinsey Partner three-year winner Jerry L Gruber Certifi ed Wealth Strategist CLUreg ChFCreg CWS OwnerPartner Mary Ann Perez Marketing Coordinator
We are an independent fi nancial planning fi rm and 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 104Englewood CO 80112
Offi ce 303-290-6113Toll-free 888-290-6117
jgrubergreenbookwmcomjodygreenbookwmcomwwwgreenbookwmcom
Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inc
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCOthree-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the third straight year
4600 South Syracuse Street Suite 1060Denver CO 80237
Offi ce 303-757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
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ealth M
anag
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Financial Dynamics LLC
Guiding Clients Toward Financial Independence Since 1993
bull Wealth management specialists
bull Risk management specialists
bull Business planning specialists
Left to right Three-year winner Christopher P Bruhl CLUreg ChFCreg CFPreg Wealth Advisor Holly Jones Operations Manager 2014 winner Adam W Hall CFPreg Wealth Advisor
Our goal is to coordinate both investment management and risk management strategies crafting eff ective multidisciplinary fi nancial plans for business owners and those that value fi nancial independence 14143 Denver West Parkway Suite 510
Golden CO 80401
Offi ce 720-445-7294Offi ce 303-942-1717
christopherbruhllplcom myfi nancialdynamicscom
Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Stephanie E Gudka
Comprehensive Financial Services and Asset Management
bull Understanding your goals and fi nancial values
bull Developing strategies tailored to your needs
bull Delivering a high level of personal service
Left to right Coleen Crews CFS Registered Sales Assistant 2014 winner Stephanie E Gudka CFPreg CFS Executive Financial Advisor Laura Saunders CFS Registered Representative
Stephanie Gudka has provided her clients with dedicated unbiased personalized service and advice for more than 20 years Her experience and independence allow her to off er an objective approach to serving all of your asset needs including investments insurance estate and retirement planning Stephanie and her team can help you make informed decisions about your investment strategy and guide you toward reaching your fi nancial goals
Several locations to serve you Thornton Northglenn and Westminster
8851 Harlan StreetWestminster CO 80031
Offi ce 303-487-8466
cfs-sgudkabellcoorg wwwbellcoorgstephanie-gudka
Investment products and services offered through CUSO Financial Services LP (CFS) are not NCUANCUSIF insured are not credit union guaranteed and may lose value
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
ww
wfivestarprofessionalcom
FSbull12
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Ron Zimmermann Financial Advisor Manda Neuman Client Service Associate three-year winner Phil Dispense Financial Advisor Kaitlin Inchauspe Registered Associate two-year winner Gary Peterson Financial Advisor
The philosophy of the Falcon Group is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while seeking to provide our clients with an acceptable rate of return We manage portfolios tactically with the objective of controlling risk and generating returns consistent with the customized goals and objectives of our clients Phil Dispense Five Star award winner 2012 2013 and 2014 Gary Peterson Five Star award winner 2012 and 2013 Ron Zimmermann Five Star award winner 2012 and 2014
370 17th Street Suite 2800 Denver CO 80202
Offi ce 303-572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstance from an independent tax advisor copy2014 Morgan Stanley Smith Barney LLC Member SIPC
McGibbon Asset Management
Customized and Personalized Wealth Management
bull Formulating investment strategies that are comfortable for your risk tolerance
bull Our quality fee-based-only management eff ectively aligns your success avoiding the confl ict of interest that comes from prepackaged investments
Left to right 2014 winner Brent McGibbon CIO Mark Stromberg Independent Sales Director
With a strong market understanding McGibbon Asset Management brings both discipline and structure to your portfolio Your investments stay on track with your long-term strategy We remove the emotion from investing by fi ltering through market information available and advising changes to your portfolio only when they are consistent with your specifi c investing goals Your money will be closely managed in-house using a fundamental value investing strategy
McGibbon Asset Management8400 East Prentice Avenue Suite 1360
Greenwood Village CO 80111
Offi ce 303-757-8623 Cell 303-378-4249
bmcgibbonmcgibbon-assetcom wwwmcgibbon-assetcom
McGibbon Asset Management is an independent advisor that is registered with the State of Colorado
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Three-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Senior Registered Associate
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 27 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 24 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120Boulder CO 80302
Kristy 303-545-1844Noel 303-545-1845
kristytochiharamorganstanleycomwwwmorganstanleyfacomtochiharaculberson
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Cherry Hills Investment Advisors IncHelping You Navigate Your Financial Future
bull Dedicated professionals with decades of experience and training
bull Comprehensive investment management and fi nancial planning advice
bull Serving the Colorado community since 1999
Left to right Seated Chelsey Knight Client Services Manager 2014 winner Kate Scott CFPreg CPA Principal Standing Elisabeth Jacobson Investment Advisor 2014 winners Valerie Antonioli CFPreg Principal and Susie Johnston CFPreg Principal and Founder
Cherry Hills Investment Advisors is a wealth management fi rm that works with individuals families and small businesses to design and implement personalized fi nancial strategies Throughout each lifecycle event we serve as our clientsrsquo fi nancial advocate and provide thoughtful counsel on a wide range of wealth management issues We welcome this opportunity to further introduce our fi rm
8400 East Prentice Avenue Suite 1010Greenwood Village CO 80111
Offi ce 303-703-4560
infochiaplancomwwwchiaplancom
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Drexler Groupof Wells Fargo Advisors
bull Disciplined portfolio risk management
bull Process-driven results
bull Personalized goals-based wealth management strategies
Left to right Frank Djonbalaj Mick Pepper Susie Kaufman 2014 winner Stephen Drexler Je Byers
Our focus at the Drexler Group is to simplify enhance and preserve our clientsrsquo fi nancial well-being We hold ourselves to the highest level of accountability as we work in partnership with our clients helping them reach their fi nancial goalsOur belief is that ldquodiscipline is more important than convictionrdquo when it comes to managing risk
102 South Tejon Street Suite 1000 10th FloorColorado Springs CO 80903
Offi ce 719-636-8000Direct 719-636-8044
stephendrexlerwfadvisorscom wwwthedrexlergroupcom
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02994]
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
Top five questions that wealth managers want clients to answer
From research conducted by Five Star Professional April 2011
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Professional
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Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce 303-200-1441Cell 719-210-6817toddwarburtonraymondjamescomFrontRangeFinancialConsultingcom
bull Retirement planningbull Custom portfolio managementbull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPCThis award is bestowed by an independent third-party organization not affiliated
with Raymond James
Senior Vice President ndash Investments Branch Manager
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce 303-689-7424Toll-free 800-991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 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
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial 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
Private Wealth AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
Patricia Kummer
8871 Ridgeline Blvd Ste 100Highlands Ranch CO 80129
Offi ce 303-470-1209patkummerfi nancialcomwwwkummerfi nancialcom
bull Creating ethical solutions for 28 years bull Objective personal guidance bull Tailored wealth accumulation strategies
Creating Financial Peace of Mind
KFS is a dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Come experience our full-service personal attention to your specifi c needs We provide fi nancial services education and advice to professionals and families
CERTIFIED FINANCIAL PLANNERtrade
Mark R Paller
68 Inverness Ln E Ste 203Englewood CO 80112
Offi ce 303-858-0045markpallerpallerfi nancialcomwwwPallerFinancialcom
bull Established in 1997 bull Independent and transparent bull Operates under a fi duciary standard
You Are the Only One Who Counts
Paller Financial is dedicated to asking the tough questions of why how and what if By doing so we increase the probability of executing a successful fi nancial plan Our work is designed to manage risk secure appreciation and create regular income Integrated with the proper legal documents the outcome becomes self-evident
CPAPFS CFPreg CLUreg ChFCregcopy Five
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Tom Abboud
6383 S Rifl e StAurora CO 80016
Offi ce 720-252-6004TomAbboudLPLcomVeritasfi nancialplanningcom
bull Truthful honest and upfront on everything bull First priority is your fi nancial success bull Customized fi nancial plans that fi t you
Veritas Noun Latin Meaning Truth
The pursuit of meaningful goals is something we all share Whether yoursquore planning for retirement to fund education for your children or grandchildren or to leave a legacy for the next generation Veritas Financial Planning can help you succeed With an understanding of individual needs and goals we will implement a personalized wealth management plan then monitor and adjust it as necessary to help you achieve those goals
LPL Financial Planner
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
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade professional 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 CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 2013 and 2014
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC This award is bestowed by an independent third-party organization not affiliated with Raymond James
CFPreg CFAreg
Sandon Purcell
Purcell Capital Management 5299 DTC Blvd Ste 210Greenwood Village CO 80111
Offi ce 303-800-3350Toll-free 888-338-4713
sandonpurcellwfafi netcomwwwpurcellcapitalcom
bull More than 60 years of combined experiencebull Multigenerational servicesbull Dividend-oriented income strategies
A Team Approach to Assist
It is our mission to always be committed to our core values of client service integrity and honest advice Because we have the support of a large fi rm such as Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone we believe we are able to off er our clients the very best possible experience Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate of
Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0814-05500 ]
Branch Manager
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80209Phone 303-331-6434elizabethovoyafacom wwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
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 makes 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 o ered through Voya Financial Advisors Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by Voya Financial Advisors
Financial Advisor MBA University of Colorado
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Professional
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Professional
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Professional
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone 303-792-7340 Ext 2Direct 720-209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
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 CERTIFIED FINANCIAL PLANNERtrade 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 Five Star Wealth Manager 2012 2013 and 2014 Securities o ered through Raymond James Financial Services Inc Member FINRASIPC This award
is bestowed by an independent third-party organization not a liated with Raymond James
CFPreg MBA
Mark Sindrich
1490 S Pearl StDenver CO 80210
Offi ce 303-744-8899Toll-free 800-825-8259infosindrichcomwwwsindrichcom
bull Clarity confi dence consensus accountabilitybull Answers to the what-ifs that keep you up at nightbull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions that are clear and simple to each of our clientsrsquo unique fi nancial needs We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be o ered through NFP Advisor Services LLC Member FINRASIPC NFP Advisor Services LLC is not a liated with Sindrich amp Associates
CERTIFIED FINANCIAL PLANNERtrade
Dennis A Leonida
Raymond James Financial Services Inc 8400 E Prentice Ave Ste 1100Greenwood Village CO 80111
Offi ce 303-629-7500Toll-free 800-268-2689
dennisleonidaraymondjamescom
wwwraymondjamescomcfg
bull Comprehensive fi nancial planning bull Business continuity planning bull Employee benefi ts planning
Personalized Financial Planning
Our mission is to create an innovative client experience Through our tireless client service and industry-leading research we focus on assisting our clients in not only defi ning their fi nancial goals but more importantly developing a plan to achieve them
Securities offered through Raymond James Financial Services Inc Member FINRASIPCThis award is bestowed by an independent third-party organization not affiliated with
Raymond James
ChFCreg CLUreg
Jeffrey T Huff
6400 S Fiddlerrsquos Green Cir Ste 1840Greenwood Village CO 80111Offi ce 720-963-6120Cell 303-888-5511jeff reyhuff wfafi netcom
bull Highly personalized service and advice bull Customized portfolio management bull Retirement income and risk management
Professional Advice With Integrity
For over 26 years Jeff has provided his clients with customized comprehensive wealth management strategies and unbiased advice Talk to us if you seek a rich honest dialogue about your individual investment goals and challenges
Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate
of Wells Fargo amp Company Redpoint Capital Management is a separate entity from WFAFN [CAR 0914-02327]
President Branch Manager
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Star
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SPECIAL ADVERTISING SECTION
2014 Fiv
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
23596 Currant DrGolden CO 80401Phone 303-384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
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
CFPreg President LPL Registered Principal
CastleMountain Financial Services Inc
3200 Cherry Creek S DrSte 480Denver CO 80209Phone 303-733-4305lonnyobermeyerassetcomwwwobermeyerassetcom
Laurence J Kandel
I would like to thank our wonderful clients for their continued loyalty
Rankings andor recognition by una liated rating services andor publications should not be construed by a client or prospective client as a guarantee that heshe will experience a certain level of
results if Obermeyer is engaged or continues to be engaged to provide investment advisory services nor should it be construed
as a current or past endorsement of Obermeyer by any of its clients A copy of Obermeyerrsquos current written disclosure statement discussing its advisory services and fees is available upon request
Vice President Investments and Client Advisory
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office 720-836-4534
David W Moritz
I work one-on-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
Financial Advisor CFPreg
2229 S Joliet Way Aurora CO 80014 Direct 303-306-6639 katiecollinslplcom wwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 30 years of experience mdash Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
4419 Orofino CtCastle Rock CO 80108Office 303-663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
An Ameriprise Platinum Financial Servicesreg practice I help my clients plan for their dreams through a comprehensive financial planning approach and long-term investment 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
Financial Advisor CFPreg CLUreg
7665 E Windford StParker CO 80134Office 303-805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams works with high-net-worth individuals family offices and business owners to build sophisticated investment portfolios containing stocks bonds and other asset c lasses that emulate the endowment-style investing employed by large institutional investors
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Myers Financial Limited650 S Cherry St Ste 1250Denver CO 80246Office 303-393-0340Cell 303-319-1752lesliemyerslplcomwwwlplcomlesliemyers
Leslie A Myers
Leslie Myers treats her clients as partners in the investment and management of their assets Her personal touch which focuses on the individual as well as the family needs and wants has enabled her to generate new clients while maintaining a loyal clientele for many years
Securities o ered through LPL Financial Member FINRA SIPC
CFPreg MBA CLUreg ChFCreg LPL Financial Planner
13976 W Bowles Ave Ste 200Littleton CO 80127Office 720-962-6700Cell 303-808-4767wwwwamboltandassoccom
Greg Wambolt
Truth is wealth wonrsquot manage itself Reaching your goals takes a team dedicated to you mdashnot to their firm Our process is proven to identify planning gaps reduce complexity and deliver the best rate of return possible Itrsquos why successful people call on us to grow and protect their wealth Greg ldquoFinish Strongrdquo Wambolt is a f ly fisherman and a sport clay shooter
CFPreg CLUreg ChFCreg
If yoursquore in this business for money
alone you will never make it You have to
genuinely want to make a difference in your
clientsrsquo lives
mdash Five Star award winner
copy Five
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Professional
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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1801 13th St Ste 200Boulder CO 80302Office 303-541-2047michaeljoakeswellsfargocom
Mike Oakes
For nearly a decade Mike has helped clients implement investment strategies and feel confident in their financial decisions Contact Mike Oakes for a consultation
Wells Fargo Advisors LLC Member SIPC is a registered broker-dealer and a separate non-bank a liate of Wells Fargo amp Company
[CAR 0814-03128]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor
5610 Ward Rd Bldg 100 Ste 110Arvada CO 80002Office 303-393-2456tedswensonlplcomswensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
Denver CO 80202Office 720-399-5555Cell 720-495-1317DerekETriumphCapitalManagementcomTriumphCapitalManagementcom
Derek N Eichenwald
Mr Eichenwald assists clients of Triumph Capital LLC on their l ifetime financial and strategic goals through sound asset management risk planning retirement planning and advanced estate planning techniques
1610 Wynkoop Street Suite 550 Denver CO 80202Securities o ered through JP Turner amp Company LLC (Member SIPC) JP Turner amp Company LLC is not a liated with Triumph Capital LLC
JPT090914-1519
CEO and Senior Investment Executive
8751 E Hampden Ave Ste B-10Denver CO 80231Phone 303-243-5722jimmyhassonlplcomwwwhassonfinancialscom
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 investment advisory retirement planning and education planning
Securities o ered through LPL Financial Member FINRASIPC
CERTIFIED FINANCIAL PLANNERtrade
4430 Arapahoe AveBoulder CO 80303Office 303-444-9300leecoloradocapcomwwwcoloradocapcom
Lee Strongwater
Integrity Quality Results
At Colorado Capital Management we seek to understand the purpose money serves for you before we put it to use We do this by listening and understanding what is most important and then by designing a prudent plan for you to achieve your cherished goals
Financial Advisor
5251 DTC Pkwy Ste 1500Greenwood Village CO 80111Office 303-925-9648michaeljhoodmorganstanleycommorganstanleyfacomhood
Michael J Hood
As your financial advisor I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve 2014 Five Star award winner
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP
(with ame design) in the US copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President CFPreg
7979 E Tufts Ave Ste 715Denver CO 80237Direct 303-689-7480nicolemayampfcomameripriseadvisorscomnicolemay
Nicole May
What are your dreams and goals for retirement I am passionate about working with my clients and want them to experience financial confidence now and in retirement It starts with a conversation discussing cash reserves debt management investments and taxes
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
Financial Advisor CERTIFIED FINANCIAL PLANNERtrade professional
7979 E Tufts Ave Ste 715Denver CO 80237Phone 303-689-7448raeyanexfarrellampfcomameripriseadvisorscomraeyanexfarrell
Raeyane Farrell
Whether itrsquos a long way off fast approaching or already a reality you have dreams and goals for your retirement I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs
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
MBA Financial Advisor
Wells Fargo Advisors LLC3200 Cherry Creek S Dr Ste 100Denver CO 80209Phone 303-248-0842Toll-free 800-777-1401DonnaBoenderWFAdvisorscom
Donna M Boender
Donna Boender CERTIFIED FINANCIAL PLANNERtrade 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 Visit wwwWFAdvisorscomdonnaboender
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02380 91514]
Senior Vice President ndash Investment Officer
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
ww
wfivestarprofessionalcom
FSbull21
Award winners listed by primary services and listed alphabetically by last name
Business PlanningMark Goodside Retirement
Solutions of Colorado
William E Roberts AUCTORIS
Bernard Taillon Triad Financial Group
Kerry Linn Walker Business Owner Solutions
Estate PlanningRichard H Hartmann AUCTORIS
Reid M Johnson MBA Wealth Management
Financial PlanningChad Aaberg Thrivent Financial
Thomas Abboud Veritas Financial Planning Page 16
Chad Michael Alevras Gregory amp Associates
Vasil W Allabashi Wealth Strategies Group Page 4
Gregory Robert Anderson GRAnderson Wealth Management Group
Valerie Antonioli Cherry Hills Investment Advisors Page 13
Nathan M Archuleta Summit Wealth Group
Craig Arfsten Prosperion Financial Advisors
Terri Ashton Townsend Retirement Specialists
Colleen Askew Knopinski amp Fauver Financial Advisors
Mark Autterson Win Advisor
Stephen Baker Ameriprise Financial Services Inc
Ali Barghelame Barghelame Wealth Advisors
Linda R Barker Ethos Financial PartnersAmeriprise Financial Services Inc
John T Barry Barry Financial Services
Jeffrey Bartleson Ameriprise Financial Services Inc
Bob Bastiaans Ameriprise Financial Services Inc Page 15
Dana Bath Aveo Capital
Tom Baumler Asset One
Richard Bellmar Bellmar Family Financial
Benjamin Wills Bender Raymond James
John R Bennett First Command Financial Planning
A Raymond Benton Benton amp Company
Amy Berk Ameriprise Financial Services Inc
David Billingslea Ameriprise Financial Services Inc
Matthew R Blake My Portfolio Guide
Mitchell Lewis Bloom Bloom Financial
Thomas Boh Robert W Baird amp Company
Steve Booren Prosperion Financial Advisors
Kean Boucher Boucher Wealth Management Group Page 5
Paula Boyka Raymond James
Carol Rogers Breglio Ameriprise Financial Services Inc
Michael J Broker Trilogy Financial Services
Mark R Brown Brown amp Tedstrom
Michael V Brown Morgan Stanley
JA Tyler Browning II The Browning Group II
James Roland Brubaker Exit amp Retirement Strategies
Stephen Brubaker Exit amp Retirement Strategies
Christopher P Bruhl LPL Financial Page 11
Stephanie Bruno SBWA
Matthew Carpinelli AFC Wealth Management Group
Madison Anne Carter Morgan Stanley
Karlton D Childress Sharkey Howes amp Javer
Loretta Chiofolo Ameriprise Financial Services Inc
Michael Cohen Lincoln Financial Advisors
Michael Anthony Coleman Ameriprise Financial Services Inc
Richard P Costner G5 Financial Group
Seth Davis RMB Capital
LeeAnn Day LPL Financial
Jordan Dechtman Jordan Dechtman Wealth Management
Louis M DeNiro Ameriprise Financial Services Inc
John Diak Oatley amp Diak
Christopher James Dietz Morgan Stanley
Jeffrey Donahue Donaco Financial Services
Kathleen Drake Ameriprise Financial Services Inc
Pamela Dumonceau Asset One
Robert Eberhardt AampI Financial Services
Mike Edwards Morgan Stanley
Deborah Eggleston The Partners Group
Derek Nathan Eichenwald Triumph Capital Management Page 19
Bret A Elliott Elliott Financial
Daniel D Ellis US Bancorp
Chad Ernzen The Mutual Fund Store
Jason Evans New England Securities
John Wayne Farlow Financial Abundance
Raeyane Farrell Ameriprise Financial Services Inc Page 19
Alexander N Feick Paragon Capital Management
Lawrence Finch G5 Financial Group Page 3
David Findlow Charles Schwab amp Company
Nelisha Firestone Firestone Financial Group
Keith Ryan Fisher Financial Designs
Andrew Flanscha Thrivent Financial
Tamara Fontenot Ameriprise Financial Services Inc
Scott Forsyth G5 Financial Group Page 3
Elyse D Foster Harbor Financial Group
Karl Frank AampI Financial Services
Kimberly Gieseler LPL Financial
James Graham IV Lincoln Financial Advisors
Gerald A Graham Sr The Timberline Group
Kathryn Greene UMB Private Wealth Management
Janet Greiner American Zang Investment Council
Aaron Grey Denver Money Manager
Robert Edmund Grey Denver Money Manager
Whitney Winslow Grimm Summit Wealth ManagementAmeriprise Financial Services Inc
Jerry L Gruber Greenbook Wealth Management Page 10
Stephanie Gudka CUSO Page 11
Eustis Habighorst Public Service Credit Union
Mimi N Hackley Sharkey Howes amp Javer
Adam Watson Hall LPL Financial Page 11
Lowell Hansen Schaefer Financial Management
Chad Michael Harmon AampI Financial Services
Michael J Harrington Morgan Stanley
Roger Harris R Kent Harris amp Associates
Jimmy Hasson Hasson Financial Page 19
Scott M Hauser Ameriprise Financial Services Inc
Ross Haycock Summit Wealth Group
G Bruce Hemmings Morgan Stanley Page 6
Stephanie Herdahl Lincoln Financial Advisors
Debra K Herrington Vision Financial Services
Jennifer Hilts First Command Financial Planning
Jody Hinsey Greenbook Wealth Management Page 10
Robert Hochstadt GHP Investment Advisors
Robert L Holland Jr Life Transition Planners
Kevin D Hollis First Command Financial Planning
Guy Wesley Holman TCI Wealth Advisors
Gregory Horstman Prosperion Financial Advisors
Brett Howard Cherry Street Partners
Lawrence E Howes Sharkey Howes amp Javer
Andrew C Inman Peoples Investment Professionals
Phil Jacobson Synergy Financial Partners
Joseph Janiczek Janiczek amp Company
Patrick Janssen Ameriprise Financial Services Inc
Joel B Javer Sharkey Howes amp Javer
Karen Jessey Wealth Strategies Group Page 4
Debra Marie Johnson Life Transition Planners
Susan Elizabeth Johnston Cherry Hills Investment Advisors Page 13
Marvin Kark MZ Kark and Associates
David Keller Wealth Strategies Group Page 4
Shawn Kelly Townsend Retirement Specialists
Gary Wayne Keyfauver Raymond James
Zachary Kibby Thrivent Financial
Harold W Kirschner Sharkey Howes amp Javer
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
FSbull21
Award winners listed by primary services and listed alphabetically by last name
Cain Kobert Rocky Mountain Wealth Management
Larry N Koenigsberg Raymond James
Patricia Kummer Kummer Financial Strategies Page 15
Paul Lambert Cherry Street Partners
Bruce Larsen Presidential Brokerage
David Lawyer First Command Financial Planning
Chad Leigh Exit amp Retirement Strategies
Dennis A Leonida Raymond James Page 17
Mark Levine US Bancorp Investments
Richard Jason Levine Synergy Financial Partners
Michael Lincoln Lincoln Financial Services
David Loos Charles Schwab amp Company
Ronald C Lottridge Catalyst Financial Strategies
Josh David Lozow Transitions Wealth Management
Tad Michael Lyle Planning Resources
Kimberly Kaye Maez Ameriprise Financial Services Inc
Adam Makkai Makkai Capital Management
Joel Thomas Martin Denver Money Manager
Quinn A Martinez Clear Creek Investment Services
Marla Mason Presidential Brokerage
Nicole May Ameriprise Financial Services Inc Page 19
Cris Robert McBride NFP Securities
Jason Scott McBride Presidential Brokerage
Angel B McCall Lifetime Financial Strategies
Chad McDonnell Denver Investments
Dennis Means LPL Financial
Dot Mechtenberg Dot Mechtenberg
Terry Melonakis Melonakis Financial
Dita Merritt Ameriprise Financial Services Inc
Harve P Meslin Safe Harbor Financial Group
Ann Marie Milinazzo Hadad-Milinazzo Financial Group
Matthew Stephen Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Shawn Moore Morgan Stanley
J Cameron Morgan AampI Financial Services
David Moritz Ameriprise Financial Services Inc Page 18
C Randal Morris Summit Wealth Group
Jesse Morris Summit Wealth Group
David Morrison Prosperion Financial Advisors
Angela Mueting Thrivent Financial
Ryan S Murphy Ameriprise Financial Services Inc Page 7
Jay A Murray RM Infinity Advisors and Solutions for Tuition
Steve R Musick Destiny Capital
Leslie Myers LPL Financial Page 18
Thomas Nazzaro American Portfolios
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Josh Nelson Keystone Financial Services
Neil Norman Nichols Intentional Wealth
Amy Noel LPL Financial
Brad Noland Wagner Wealth Management
Patrick Nolen Nolen Western
William Norris Robert W Baird amp Company
Daniel Noven Noven Financial Group
Elizabeth OrsquoDonnell OrsquoDonnell Wealth Management Page 16
Daniel OrsquoLeary Quintus Financial Services
Sean OrsquoNeill Raymond James
Karen Ogard Robert W Baird amp Company
Dominick Paoloni SMG Partners
Charles Gregory Parr Ameriprise Financial Services Inc
Jeffrey Payne Aspen Wealth Management
Russell Petrin Morgan Stanley
Mary Lee Pierce Ameriprise Financial Services Inc Page 18
Sybil Praski Prosperion Financial Advisors
Christine Raines Azimuth Wealth Management
Jerry R Reiff Morgan Stanley
James A Reinig Reinig amp Associates
David Repka Creative Financial Solutions
Keith Robinson Morgan Stanley
Heather Kristin Roentz Merrill Lynch
Carole L Rominger Full Circle Wealth Management
Eric Rosel Morgan Stanley
Kevin W Ruebesam Thrivent Financial
Karen K Salvatore Shine Investment Advisory Services
Greg Schowe LotusGroup Advisors
Daniel B Schultz Ameriprise Financial Services Inc
Gregory Phillip Seal Seal Financial Services Page 2
Kara Sekavec LPL Financial
Eileen M Sharkey Sharkey Howes amp Javer
Michael Sherman Crestone Capital Advisors
Judith Shine Shine Investment Advisory Services
Andrea Shortino Ameriprise Financial Services Inc
Gary Brian Sidder Life Transition Planners
R Brady Siegrist Janiczek amp Company
Michael G Simmons Transitions Wealth Management
Mark Sindrich Sindrich amp Associates Page 17
Mark Smith MJ Smith and Associates
Mark Andrew Solinski First Allied Securities
Paul Staib Staib Financial Planning
Keith Stechmesser Thrivent Financial
Kelly Stecklein Capital Evolution Group
Stephen L Stribling Morgan Stanley
Kevin Patrick Sullivan Sullivan amp Associates
Marilynne Tarrall NewWest Advisors
Matthew H Tepoorten Charles Schwab amp Company
Mark E Thomas Townsend Retirement Specialists
Kris Tower American Portfolios
Deborah A Towers Towers Wealth Management
Jeff Townsend Townsend Retirement Specialists
Jennifer Trembley Ethos Financial PartnersAmeriprise Financial Services Inc
Scott Tremlett Charles Schwab amp Company
Laura Uchida Invest Financial
James Urbonas Ascent Financial Advisors
Maria Dolores Vargas LPL Financial
Jack Venable Ethos Financial PartnersAmeriprise Financial Services Inc
Gary Wagner Wagner Wealth Management
Rhonda Wagner Ameriprise Financial Services Inc
Carole Wagner-Grauer MetLife
Cortney Walker GW Wealth Management
Damian Walsh Ameriprise Financial Services Inc
Nathan Wangerin Thrivent Financial
Sterling Warburton Raymond James Page 15
Kenneth P Warner Ameriprise Financial Services Inc
Timothy Waters Triumph Capital Management
Rick Watson The Milestone Group
Marilyn S Weaver Presidential Brokerage
Charles Matthew Wernig The Browning Group II
Janet White Shine Investment Advisory Services
Zoe Whitmore Ameriprise Financial Services Inc
Brenda E Wille-Cope First Financial Strategies
Brian Williams GampW Wealth Management
Craig E Williams Williams Investment Network Page 18
Bart Writer Wealth Concepts
Charlene Zahn-Busch Zahn Financial Services
Ron Zimmermann Morgan Stanley Page 12
Diane Zing Trilogy Financial Services
InsuranceMark D Arlen Lincoln Financial
Advisors
Henry Geyelin Carpenter Ameriprise Financial Services Inc
Michael Edwards COPIC Financial Services
Matthew Grant Gehring Summit Wealth ManagementAmeriprise Financial Services Inc
InvestmentsKenneth Acampora Durable Wealth
Management
Patrick Adams PVG Asset Management
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
ww
wfivestarprofessionalcom
FSbull22
Award winners listed by primary services and listed alphabetically by last name
Bruce G Allen Bruce G Allen Investments Page 9
Candace Lee Allen Wells Fargo Advisors LLC
Philip Sheridan Almon Wells Fargo Advisors LLC
David Anderson Triad Financial Group
Douglas Maurice Applegate Edward Jones
John Arnold Wells Fargo Advisors LLC
Willis Ashby Integra Financial
Daniel L Austin Thrivent Financial
Stephen Avis Wells Fargo Advisors LLC
Hugh C Bandy Edward Jones
Gordon Bauer LPL Financial
Andy Beasley The Milestone Group
Brad Bickham Sargent Bickham Lagudis
Donald Billings Charles Schwab amp Company
Kenneth Blair Edward Jones
Patrick A Bloomfield Wells Fargo Advisors Financial Network LLC
Donna M Boender Wells Fargo Advisors LLC Page 19
Brian Boudreau Edward Jones
Sara D Boyd CoBiz Wealth
Jeffery Wayne Bruce Edward Jones
Barry C Bruner Wedbush Securities
Keith Bryant RBC Wealth Management
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
James Callahan Janiczek amp Company
William I Callender Lincoln Financial Advisors
Robert M Campbell Wells Fargo Advisors LLC
John Carnes Edward Jones
Mark William Christofferson Wells Fargo Advisors LLC
John Claxton Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 18
William H Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
Travis Cook Travis CookAvant Garde Advisors
David Arthur Cooper Edward Jones
Tony Coppola The Milestone Group
John R Cormey CoBiz Wealth
James Bryan Cornehlsen Capstone Investment Financial Group
Jonathan D Cox Morgan Stanley
Jordan Curry Morgan Stanley
Patty Delucas Wells Fargo Advisors LLC
Warren Greg Denewiler Denewiler Capital Management
Neil P Dermody Wells Fargo Advisors LLC
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Edward Dickey INS Capital Management
Angus Elder Dillon Wells Fargo Advisors LLC
Robin A Dillon Wells Fargo Advisors LLC
Phil Dispense Morgan Stanley Page 12
Matthew Dolan Edward Jones
Neil Draxler Edward Jones
Greyson Drexel Wells Fargo Advisors LLC
Stephen Drexler Wells Fargo Advisors LLC Page 14
Steve Durman Wells Fargo Advisors LLC
Todd A Dussex LPL Financial
Melissa Dyer Raymond James Page 17
David Huber Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC
Steven Ehrman LPL Financial
Geoff Eliason Peak Capital Management
Steve Ellis Colorado Capital Management
Trevor J Emery ACM Wealth Solutions
Galina Y Esterby Morgan Stanley
Nanette Fahrenbruch Edward Jones
Robert Farris Wells Fargo Advisors LLC
Richard Fishel The Fishel Group
Gustin D Fox-Smith Fox-Smith Wealth Management
Kirk Aaron Freedle Innovative Financial Partners
Brian Friedman GHP Investment Advisors
Mark Frohlich Wells Fargo Advisors LLC
Marc Gaudreault Western Wealth Advisors
Geoffrey Todd Gervasini Wakefield Asset Management
Bob Gibson Edward Jones
David Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Jason Kessler Gocke Edward Jones
Kevin James Goldin Morgan Stanley
Stephen Gordon Cornerstone Asset Management
Mark Griffin Wells Fargo Advisors LLC
Elbert Clark Griggs Griggs Wealth Management
Randy R Grose Cherry Creek Retirement Advisors
Edgar George Aaron Gumbiner Marathon Investment Management
Robert Guthrie Merrill Lynch
Melanie Hanby Asset One
Beth Haney Edward Jones
David Hansen Meridian Wealth Management
Guy Harris Edward Jones
Theodore Harris The Milestone Group
Robert L Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley
Tara Hefty-Hume Peak Asset Management
Katherine Heidtbrink Wells Fargo Advisors LLC
Lynn Zickefoose Hendricks Hendricks Financial Services
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Philip Holbert Robert W Baird amp Company
Michael J Hood Morgan Stanley Page 19
Jeffrey Huff Redpoint Capital Management Page 17
Kyle Hurt Lifetime Capital Management
Jeffrey Hutcheson Edward Jones
Eric Jasper Edward Jones
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 7
Nicholas Ryan Jones Morgan Stanley
Steven T Jones Tenacity Investment Group
Robert Hunter Junge Hunter Retirement amp Wealth Management
Linda S Kalat Morgan Stanley
Laurence J Kandel Obermeyer Asset Management Company Page 18
Brandon Kane Wells Fargo Advisors LLC
Craig Lee Kinnunen Janiczek amp Company
Eric Koeplin The Milestone Group
Leon Koob Wells Fargo Advisors LLC
H Scott Koplar Ameriprise Financial Services Inc
Joseph Kozmata Raymond James Page 16
David Kraatz Morgan Stanley
Bradley Kreidle Mainline West
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Porter Landreth Asset One
Leasha K Larsen Edward Jones
Brian C Larson Edward Jones
Daniel Kit Lassen Ameriprise Financial Services Inc
Lori Taylor Lawrence Western Equity Group
Timothy Lawrence Millennium Portfolio Advisors
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
Mark Liley Wells Fargo Advisors LLC
Christopher Long Ameriprise Financial Services Inc
Brad A Lundberg Edward Jones
Bruce Lutz MetLife
Andy Lyford Charlton Investment Services
Christopher Ryan Lynett Wells Fargo Advisors LLC
Tupper MacDowell Robert W Baird amp Company
Leslie A MacGuire LPL Financial
Peter Noel MacMillan Edward Jones
Gary Mangelsdorf LPL Financial
Ted J Manzanares MetLife
Keith O Marks Openheimer amp Company
Raphael Andre Martorello LotusGroup Advisors
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
FSbull23
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
Award winners listed by primary services and listed alphabetically by last name
Tanya Rebekah Mathews Meridian Wealth Management
Roger D Maurer Maurer amp Associates Page 10
John McCorvie Peak Asset Management
Colin Michael McCoy CGC Financial
Janet L McCoy Seal Financial Services Page 2
Michael McDonald LPL Financial
Richard C McDowell LPL Financial
Brent McGibbon McGibbon Asset Management Page 12
David W Mckinlay David W Mckinlay ChFC
Patricia Anne McNamara Cherry Creek Investment Advisors
Brandy Shera Merriam Ameriprise Financial Services Inc
Craig Louis Miller Morgan Stanley
Lauretta C Moell Wells Fargo Advisors LLC
Rebecca Moreland Robert W Baird amp Company
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management
John P Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Jesse Brooks Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Thomas V OrsquoDonnell Ameriprise Financial Services Inc
Adam OrsquoHair Edward Jones
Mike Oakes Wells Fargo Advisors LLC Page 19
James M Olson Morgan Stanley
David L Overton Halbert Hargrove Global Advisors
Jay Oyer Merrill Lynch
Mark Paller Paller Financial Services Page 15
Daniel Palm Robert W Baird amp Company
Michael Arris Pappas LPL Financial
Christopher Parsons Wells Fargo Advisors LLC
David C Partheymuller The Normandy Group
Edward William Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Craig Perkins CDP Financial
Roy Persky LPL Financial
Kirk R Peterson Peterson Financial Services
Bryan Pieper Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Victoria Lynne Pinder VP Financial Options
Patrick Eugene Pogue Edward Jones
Gary Poling Raymond James
Brent Powell GWN Securities
Mitchell Powers Investment Security Group
Julie F Pribble CoBiz Wealth
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 16
Walter John Rasmussen Morgan Stanley
Natalie Robbins Edward Jones
Bret Allen Roberts Morgan Stanley
Richard Rust Investment Security Group
Richard Sage LPL Financial
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Catherine Stahl Scheuber LPL Financial
Shelley Schlossberg CastleMountain Financial Page 18
Stacia Schmalzer MetLife
Max Scholfield Scholfield Wealth Management
David Schreiber Edward Jones
Kathleen Scott Cherry Hills Investment Advisors Page 13
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones
Steven Setchfield Setchfield Associates
Andleib Seth LotusGroup Advisors
Lesley Shiffrin NTB Advisors
David Burns Siebert First Financial Equity Corporation
Scott W Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Timothy Soderquist Morgan Stanley
Ann Foster Sparks Wells Fargo Advisors LLC
Eric J Srodulski Edward Jones
Richard Alan Stonger Merrill Lynch
William Stordahl Stordahl Capital ManagementWells Fargo Financial Network LLC
Jeffrey R Stotler Edward Jones
Paul Stratton Edward Jones
Adam Jason Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Greg Stringari Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Lee Strongwater Colorado Capital Management Page 19
Peter Lee Swanson Edward Jones
Theodore Swenson LPL Financial Page 19
Jeffrey Swingle Edward Jones
Eric Swope Ameriprise Financial Services Inc
Hony Mahone Tarrall NewWest Advisors
Scott Taylor Value Financial Advisers
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Betsy Thorpe Wells Fargo Advisors LLC
Dustin Tidwell Latitude Financial Group
Herman Tiemens II Wells Fargo Advisors LLC
Kristy Tochihara Morgan Stanley Page 13
Richard Todd Innovest Portfolio Solutions
Vernon Lee Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
Charles Turner The Mutual Fund Store
Martha Turner Edward Jones
David Twibell Custom Portfolio Group
Vincent William Valentine First Financial Strategies
Carin Wagner GHP Investment Advisors
Victor M Walker Wells Fargo Advisors LLC
Chester Wallace Quintus Financial Services
Greg Wambolt Wambolt amp Associates Page 18
Jeff J Warren Wells Fargo Advisors LLC
Robert Webster Webster Investment Advisors
Richard E Weintraub Meridian Wealth Management
Ward Welles Wells Fargo Advisors LLC
Noel Todd Wickwar Morgan Stanley
Chad A Williams Aveo Capital
Don K Williams WMS Financial Group
TH Williams Wells Fargo Advisors LLC
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Matthew Edward Winter Wells Fargo Advisors LLC
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Todd Warren Young Edward Jones
Michael G Zahler Wells Fargo Advisors LLC
Steven Zahorik Wells Fargo Advisors LLC
Curtis A Zeigler Capital Management Group
Jonathan Zeschin Essential Investment Partners
Matthew Ziereis Wells Fargo Advisors LLC
TaxationBruce Bendell Transitions Wealth
Management
Alan Piehl Alan R Piehl CPA
Trust ServicesRichard W Phillips Wells Fargo
Advisors LLC
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star A
ccou
ntin
g an
d E
state Plan
nin
g P
rofessio
nals
mdash w
wwfivestarprofessionalcom
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Five Star Accounting and Estate Planning ProfessionalsHow do you find an accounting or estate planning professional with experience who has a good base of cl ients 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
accounting and estate planning professionals who satisfy 10 objective eligibility and e v a l u a t i o n c r i t e r i a A m o n g m a n y distinguishing attributes the average one-year client retention rate for this yearrsquos award-winning certified public accountants is more than 96 percent Meanwhile our winning estate planning attorneys clock an average of 78 percent of their hours as billable
The 2014 Five Star Certified Public Accountants and Estate Planning Attorneys are a select group representing less than 1 percent of the certified public accountants and 3 percent of the estate planning attorneys in the Denver area
Although this list is a useful tool for anyone looking for help with accounting or managing their estate it should not be considered exhaustive Undoubtedly there are many excellent accounting and estate planning professionals who for one reason or another are not on this yearrsquos list Self-nominations for this award are not accepted Denver award candidates were identified using internal and external research data
AWARDA Select
Award candidates who satisfied the following objective eligibility and evaluation criteria were named 2014 Five Star Certified Public Accountants or Estate Planning AttorneysOF AWARD WINNERS
Determination
Regulatory ReviewAs defined by Five Star Professional the accounting or estate planning professional 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 candidate Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists
bull Each candidate who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed abovebull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a potential winnerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use taxation or estate planning services in order to provide consumers the
opportunity to submit complaints regarding a potential winner
Eligibility Criteria ndash Required1 Credentialed licensed attorney 2 Actively employed as a credentialed professional in
the estate planning services industry for a minimum of five years
3 Favorable regulatory and complaint history review 4 A minimum of 50 percent of practice focus on estate
planning services 5 Accepting new clients
Evaluation Criteria ndash Considered 6 Number of transactions in last 12 months 7 Number of client households served 8 Industry and board certifications 9 Education and professional designations 10 Pro bono activities
Estate Planning AttorneysEligibility Criteria ndash Required 1 Credentialed Certified Public Accountant (CPA)2 Actively employed as a credentialed professional in
the accounting services industry for a minimum of five years
3 Favorable regulatory and complaint history review4 Accepting new clients5 Spend more than 50 percent of their time on taxation
or other accounting services
Evaluation Criteria ndash Considered6 One-year client retention rate7 Five-year client retention rate8 Number of clients served9 One-year billing realization rate10 Educat ion and profess ional des ignat ions
certifications
Certified Public Accountants
2014 Denver
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SPECIAL ADVERTISING SECTION
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
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Daniel C Doherty
357 Main StLongmont CO 80501
Phone 303-532-2880Fax 303-532-2990dandanieldohertylawcomwwwdanieldohertylawcom
bull Estate planning taxation wills and trusts bull Estate probate and trust administration bull Business formation and succession planning
How Might We Be of Service to You
Never has a client asked that their estate or business planning be complicated diffi cult to understand or costly Everyone wants to keep it simple Unfortunately onersquos circumstances may require us to shift further up the continuum of complexity to resolve the challenge I strive to communicate with my clients in plain English to enable them to fully understand the pros and cons of the options available and the planning I propose
Juris DoctorateMaster of Laws of Taxation
Mira Fineacute
1999 Broadway Ste 4000Denver CO 80202
Offi ce 303-298-9600mfi neheincpacomwwwheincpacom
bull Service rooted in integrity listening and respectbull Technical knowledge to achieve identifi ed goals bull Independent thinking to provide objective advice
Connecting With Clients to Reach Their Goal
Mira has the ability to connect with clients and maintain open and constant communication to help drive decisions Using a solutions-based approach ideas and thoughts are shared in a collaborative environment with the focus on what is best for the client Mira believes various perspectives and points of view are important in achieving the best outcome which ultimately leads to prosperous and satisfi ed clients
Partner National Director of Tax Services
Ryan Senger
6000 Greenwood Plz Blvd Ste 125Greenwood Village CO 80111
Direct 303-488-7575Offi ce 303-488-7570RyanBorchardtSengercomwwwBorchardtSengercom
bull Comprehensive tax compliance servicesbull Intelligent tax planning strategiesbull Expert support for high-net-worth clients
Level of Service You Deserve
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 15 years of public accounting experience He has extensive experience working with partnerships S corporations and individuals Our fi rmrsquos focus is to provide accurate and timely advice to assist our clients in making informed business and personal tax decisions
Partner CPA MT
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Professional
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Professional
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Professional
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SPECIAL ADVERTISING SECTION
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Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
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Success requires
patience discipline
and diligence
mdash Five Star award winner
Award winners listed by primary services and listed alphabetically by last name
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
AccountingMarilyn Burnside Marilyn R
Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey and Company Professional Corporation
Mona Feeley WhippleWood CPAs
Mira Fineacute Hein amp Associates Page 25
Brenda A French Brenda A French CPA
Lenae Jackson May Jackson Hendrick
Gary Jacobs Gary A Jacobs and Associates
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Eric Lake Holben Hay Lake Balzer CPAs
Daniel Noven Noven amp Associates
Alan Piehl Alan R Piehl CPA
William Rooney Crowe Horwath
Ken Saliman Smith Brook Bolshoun amp Company
Mark L Sanders Mark L Sanders CPA
Michael V Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates Page 25
Joey Simon Smith Brook Bolshoun amp Company
Ernest Villany Boulder Valley CPAs
Donna J Ward Ward amp Associates CPAs
Richard Whipple WhippleWood CPAs
Gregory Zick Zick Business Advisors
Estate PlanningMichael Bland Bryan Cave
James W Buchanan III Buchanan amp Stouffer
Nancy R Crow Pendleton Wilson Hennessey amp Crow
Frank J Danzo III Chayet amp Danzo Page 26
Daniel Doherty Doherty Law Office Page 25
John Eckstein Fairfield and Woods
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
William Krems Davis Graham amp Stubbs
James Littlepage James Littlepage Law Offices
Nathan Merrill Goodspeed amp Merrill
David Osterman Osterman Law Firm
Jane Paddison Jane Caddell Paddison
Kristin Pineiro Wallace Scott
Daniel Rich Steele Street Bank amp Trust
Timothy Scott Wallace Scott
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 26
650 S Cherry St Ste 710Denver CO 80246Office 303-355-8500FrankColoradoElderLawcom
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
EstateBusiness Planning Elder Law
600 17th St Ste 2800Denver CO 80202Office 303-226-5861kzaloudekmshzlawcomwwwmszhlawcom
Kevin Zaloudek
Mills Schmitz Halstead amp Zaloudek has built a reputation of providing legal services without the customar y overhead of a typical law firm With practice areas ranging from tax and litigation to real estate and IP law Mills Schmitz Halstead amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
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Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Professional
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Financial Dynamics LLC
Guiding Clients Toward Financial Independence Since 1993
bull Wealth management specialists
bull Risk management specialists
bull Business planning specialists
Left to right Three-year winner Christopher P Bruhl CLUreg ChFCreg CFPreg Wealth Advisor Holly Jones Operations Manager 2014 winner Adam W Hall CFPreg Wealth Advisor
Our goal is to coordinate both investment management and risk management strategies crafting eff ective multidisciplinary fi nancial plans for business owners and those that value fi nancial independence 14143 Denver West Parkway Suite 510
Golden CO 80401
Offi ce 720-445-7294Offi ce 303-942-1717
christopherbruhllplcom myfi nancialdynamicscom
Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Stephanie E Gudka
Comprehensive Financial Services and Asset Management
bull Understanding your goals and fi nancial values
bull Developing strategies tailored to your needs
bull Delivering a high level of personal service
Left to right Coleen Crews CFS Registered Sales Assistant 2014 winner Stephanie E Gudka CFPreg CFS Executive Financial Advisor Laura Saunders CFS Registered Representative
Stephanie Gudka has provided her clients with dedicated unbiased personalized service and advice for more than 20 years Her experience and independence allow her to off er an objective approach to serving all of your asset needs including investments insurance estate and retirement planning Stephanie and her team can help you make informed decisions about your investment strategy and guide you toward reaching your fi nancial goals
Several locations to serve you Thornton Northglenn and Westminster
8851 Harlan StreetWestminster CO 80031
Offi ce 303-487-8466
cfs-sgudkabellcoorg wwwbellcoorgstephanie-gudka
Investment products and services offered through CUSO Financial Services LP (CFS) are not NCUANCUSIF insured are not credit union guaranteed and may lose value
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Ron Zimmermann Financial Advisor Manda Neuman Client Service Associate three-year winner Phil Dispense Financial Advisor Kaitlin Inchauspe Registered Associate two-year winner Gary Peterson Financial Advisor
The philosophy of the Falcon Group is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while seeking to provide our clients with an acceptable rate of return We manage portfolios tactically with the objective of controlling risk and generating returns consistent with the customized goals and objectives of our clients Phil Dispense Five Star award winner 2012 2013 and 2014 Gary Peterson Five Star award winner 2012 and 2013 Ron Zimmermann Five Star award winner 2012 and 2014
370 17th Street Suite 2800 Denver CO 80202
Offi ce 303-572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstance from an independent tax advisor copy2014 Morgan Stanley Smith Barney LLC Member SIPC
McGibbon Asset Management
Customized and Personalized Wealth Management
bull Formulating investment strategies that are comfortable for your risk tolerance
bull Our quality fee-based-only management eff ectively aligns your success avoiding the confl ict of interest that comes from prepackaged investments
Left to right 2014 winner Brent McGibbon CIO Mark Stromberg Independent Sales Director
With a strong market understanding McGibbon Asset Management brings both discipline and structure to your portfolio Your investments stay on track with your long-term strategy We remove the emotion from investing by fi ltering through market information available and advising changes to your portfolio only when they are consistent with your specifi c investing goals Your money will be closely managed in-house using a fundamental value investing strategy
McGibbon Asset Management8400 East Prentice Avenue Suite 1360
Greenwood Village CO 80111
Offi ce 303-757-8623 Cell 303-378-4249
bmcgibbonmcgibbon-assetcom wwwmcgibbon-assetcom
McGibbon Asset Management is an independent advisor that is registered with the State of Colorado
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Three-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Senior Registered Associate
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 27 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 24 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120Boulder CO 80302
Kristy 303-545-1844Noel 303-545-1845
kristytochiharamorganstanleycomwwwmorganstanleyfacomtochiharaculberson
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Cherry Hills Investment Advisors IncHelping You Navigate Your Financial Future
bull Dedicated professionals with decades of experience and training
bull Comprehensive investment management and fi nancial planning advice
bull Serving the Colorado community since 1999
Left to right Seated Chelsey Knight Client Services Manager 2014 winner Kate Scott CFPreg CPA Principal Standing Elisabeth Jacobson Investment Advisor 2014 winners Valerie Antonioli CFPreg Principal and Susie Johnston CFPreg Principal and Founder
Cherry Hills Investment Advisors is a wealth management fi rm that works with individuals families and small businesses to design and implement personalized fi nancial strategies Throughout each lifecycle event we serve as our clientsrsquo fi nancial advocate and provide thoughtful counsel on a wide range of wealth management issues We welcome this opportunity to further introduce our fi rm
8400 East Prentice Avenue Suite 1010Greenwood Village CO 80111
Offi ce 303-703-4560
infochiaplancomwwwchiaplancom
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Drexler Groupof Wells Fargo Advisors
bull Disciplined portfolio risk management
bull Process-driven results
bull Personalized goals-based wealth management strategies
Left to right Frank Djonbalaj Mick Pepper Susie Kaufman 2014 winner Stephen Drexler Je Byers
Our focus at the Drexler Group is to simplify enhance and preserve our clientsrsquo fi nancial well-being We hold ourselves to the highest level of accountability as we work in partnership with our clients helping them reach their fi nancial goalsOur belief is that ldquodiscipline is more important than convictionrdquo when it comes to managing risk
102 South Tejon Street Suite 1000 10th FloorColorado Springs CO 80903
Offi ce 719-636-8000Direct 719-636-8044
stephendrexlerwfadvisorscom wwwthedrexlergroupcom
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02994]
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
Top five questions that wealth managers want clients to answer
From research conducted by Five Star Professional April 2011
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Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce 303-200-1441Cell 719-210-6817toddwarburtonraymondjamescomFrontRangeFinancialConsultingcom
bull Retirement planningbull Custom portfolio managementbull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPCThis award is bestowed by an independent third-party organization not affiliated
with Raymond James
Senior Vice President ndash Investments Branch Manager
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce 303-689-7424Toll-free 800-991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 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
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial 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
Private Wealth AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
Patricia Kummer
8871 Ridgeline Blvd Ste 100Highlands Ranch CO 80129
Offi ce 303-470-1209patkummerfi nancialcomwwwkummerfi nancialcom
bull Creating ethical solutions for 28 years bull Objective personal guidance bull Tailored wealth accumulation strategies
Creating Financial Peace of Mind
KFS is a dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Come experience our full-service personal attention to your specifi c needs We provide fi nancial services education and advice to professionals and families
CERTIFIED FINANCIAL PLANNERtrade
Mark R Paller
68 Inverness Ln E Ste 203Englewood CO 80112
Offi ce 303-858-0045markpallerpallerfi nancialcomwwwPallerFinancialcom
bull Established in 1997 bull Independent and transparent bull Operates under a fi duciary standard
You Are the Only One Who Counts
Paller Financial is dedicated to asking the tough questions of why how and what if By doing so we increase the probability of executing a successful fi nancial plan Our work is designed to manage risk secure appreciation and create regular income Integrated with the proper legal documents the outcome becomes self-evident
CPAPFS CFPreg CLUreg ChFCregcopy Five
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Tom Abboud
6383 S Rifl e StAurora CO 80016
Offi ce 720-252-6004TomAbboudLPLcomVeritasfi nancialplanningcom
bull Truthful honest and upfront on everything bull First priority is your fi nancial success bull Customized fi nancial plans that fi t you
Veritas Noun Latin Meaning Truth
The pursuit of meaningful goals is something we all share Whether yoursquore planning for retirement to fund education for your children or grandchildren or to leave a legacy for the next generation Veritas Financial Planning can help you succeed With an understanding of individual needs and goals we will implement a personalized wealth management plan then monitor and adjust it as necessary to help you achieve those goals
LPL Financial Planner
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
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade professional 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 CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 2013 and 2014
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC This award is bestowed by an independent third-party organization not affiliated with Raymond James
CFPreg CFAreg
Sandon Purcell
Purcell Capital Management 5299 DTC Blvd Ste 210Greenwood Village CO 80111
Offi ce 303-800-3350Toll-free 888-338-4713
sandonpurcellwfafi netcomwwwpurcellcapitalcom
bull More than 60 years of combined experiencebull Multigenerational servicesbull Dividend-oriented income strategies
A Team Approach to Assist
It is our mission to always be committed to our core values of client service integrity and honest advice Because we have the support of a large fi rm such as Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone we believe we are able to off er our clients the very best possible experience Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate of
Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0814-05500 ]
Branch Manager
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80209Phone 303-331-6434elizabethovoyafacom wwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
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 makes 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 o ered through Voya Financial Advisors Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by Voya Financial Advisors
Financial Advisor MBA University of Colorado
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
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Star
Professional
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Star
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
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Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone 303-792-7340 Ext 2Direct 720-209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
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 CERTIFIED FINANCIAL PLANNERtrade 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 Five Star Wealth Manager 2012 2013 and 2014 Securities o ered through Raymond James Financial Services Inc Member FINRASIPC This award
is bestowed by an independent third-party organization not a liated with Raymond James
CFPreg MBA
Mark Sindrich
1490 S Pearl StDenver CO 80210
Offi ce 303-744-8899Toll-free 800-825-8259infosindrichcomwwwsindrichcom
bull Clarity confi dence consensus accountabilitybull Answers to the what-ifs that keep you up at nightbull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions that are clear and simple to each of our clientsrsquo unique fi nancial needs We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be o ered through NFP Advisor Services LLC Member FINRASIPC NFP Advisor Services LLC is not a liated with Sindrich amp Associates
CERTIFIED FINANCIAL PLANNERtrade
Dennis A Leonida
Raymond James Financial Services Inc 8400 E Prentice Ave Ste 1100Greenwood Village CO 80111
Offi ce 303-629-7500Toll-free 800-268-2689
dennisleonidaraymondjamescom
wwwraymondjamescomcfg
bull Comprehensive fi nancial planning bull Business continuity planning bull Employee benefi ts planning
Personalized Financial Planning
Our mission is to create an innovative client experience Through our tireless client service and industry-leading research we focus on assisting our clients in not only defi ning their fi nancial goals but more importantly developing a plan to achieve them
Securities offered through Raymond James Financial Services Inc Member FINRASIPCThis award is bestowed by an independent third-party organization not affiliated with
Raymond James
ChFCreg CLUreg
Jeffrey T Huff
6400 S Fiddlerrsquos Green Cir Ste 1840Greenwood Village CO 80111Offi ce 720-963-6120Cell 303-888-5511jeff reyhuff wfafi netcom
bull Highly personalized service and advice bull Customized portfolio management bull Retirement income and risk management
Professional Advice With Integrity
For over 26 years Jeff has provided his clients with customized comprehensive wealth management strategies and unbiased advice Talk to us if you seek a rich honest dialogue about your individual investment goals and challenges
Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate
of Wells Fargo amp Company Redpoint Capital Management is a separate entity from WFAFN [CAR 0914-02327]
President Branch Manager
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
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Star
Professional
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Star
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Star
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
23596 Currant DrGolden CO 80401Phone 303-384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
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
CFPreg President LPL Registered Principal
CastleMountain Financial Services Inc
3200 Cherry Creek S DrSte 480Denver CO 80209Phone 303-733-4305lonnyobermeyerassetcomwwwobermeyerassetcom
Laurence J Kandel
I would like to thank our wonderful clients for their continued loyalty
Rankings andor recognition by una liated rating services andor publications should not be construed by a client or prospective client as a guarantee that heshe will experience a certain level of
results if Obermeyer is engaged or continues to be engaged to provide investment advisory services nor should it be construed
as a current or past endorsement of Obermeyer by any of its clients A copy of Obermeyerrsquos current written disclosure statement discussing its advisory services and fees is available upon request
Vice President Investments and Client Advisory
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office 720-836-4534
David W Moritz
I work one-on-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
Financial Advisor CFPreg
2229 S Joliet Way Aurora CO 80014 Direct 303-306-6639 katiecollinslplcom wwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 30 years of experience mdash Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
4419 Orofino CtCastle Rock CO 80108Office 303-663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
An Ameriprise Platinum Financial Servicesreg practice I help my clients plan for their dreams through a comprehensive financial planning approach and long-term investment 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
Financial Advisor CFPreg CLUreg
7665 E Windford StParker CO 80134Office 303-805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams works with high-net-worth individuals family offices and business owners to build sophisticated investment portfolios containing stocks bonds and other asset c lasses that emulate the endowment-style investing employed by large institutional investors
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Myers Financial Limited650 S Cherry St Ste 1250Denver CO 80246Office 303-393-0340Cell 303-319-1752lesliemyerslplcomwwwlplcomlesliemyers
Leslie A Myers
Leslie Myers treats her clients as partners in the investment and management of their assets Her personal touch which focuses on the individual as well as the family needs and wants has enabled her to generate new clients while maintaining a loyal clientele for many years
Securities o ered through LPL Financial Member FINRA SIPC
CFPreg MBA CLUreg ChFCreg LPL Financial Planner
13976 W Bowles Ave Ste 200Littleton CO 80127Office 720-962-6700Cell 303-808-4767wwwwamboltandassoccom
Greg Wambolt
Truth is wealth wonrsquot manage itself Reaching your goals takes a team dedicated to you mdashnot to their firm Our process is proven to identify planning gaps reduce complexity and deliver the best rate of return possible Itrsquos why successful people call on us to grow and protect their wealth Greg ldquoFinish Strongrdquo Wambolt is a f ly fisherman and a sport clay shooter
CFPreg CLUreg ChFCreg
If yoursquore in this business for money
alone you will never make it You have to
genuinely want to make a difference in your
clientsrsquo lives
mdash Five Star award winner
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
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ealth M
anag
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1801 13th St Ste 200Boulder CO 80302Office 303-541-2047michaeljoakeswellsfargocom
Mike Oakes
For nearly a decade Mike has helped clients implement investment strategies and feel confident in their financial decisions Contact Mike Oakes for a consultation
Wells Fargo Advisors LLC Member SIPC is a registered broker-dealer and a separate non-bank a liate of Wells Fargo amp Company
[CAR 0814-03128]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor
5610 Ward Rd Bldg 100 Ste 110Arvada CO 80002Office 303-393-2456tedswensonlplcomswensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
Denver CO 80202Office 720-399-5555Cell 720-495-1317DerekETriumphCapitalManagementcomTriumphCapitalManagementcom
Derek N Eichenwald
Mr Eichenwald assists clients of Triumph Capital LLC on their l ifetime financial and strategic goals through sound asset management risk planning retirement planning and advanced estate planning techniques
1610 Wynkoop Street Suite 550 Denver CO 80202Securities o ered through JP Turner amp Company LLC (Member SIPC) JP Turner amp Company LLC is not a liated with Triumph Capital LLC
JPT090914-1519
CEO and Senior Investment Executive
8751 E Hampden Ave Ste B-10Denver CO 80231Phone 303-243-5722jimmyhassonlplcomwwwhassonfinancialscom
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 investment advisory retirement planning and education planning
Securities o ered through LPL Financial Member FINRASIPC
CERTIFIED FINANCIAL PLANNERtrade
4430 Arapahoe AveBoulder CO 80303Office 303-444-9300leecoloradocapcomwwwcoloradocapcom
Lee Strongwater
Integrity Quality Results
At Colorado Capital Management we seek to understand the purpose money serves for you before we put it to use We do this by listening and understanding what is most important and then by designing a prudent plan for you to achieve your cherished goals
Financial Advisor
5251 DTC Pkwy Ste 1500Greenwood Village CO 80111Office 303-925-9648michaeljhoodmorganstanleycommorganstanleyfacomhood
Michael J Hood
As your financial advisor I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve 2014 Five Star award winner
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP
(with ame design) in the US copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President CFPreg
7979 E Tufts Ave Ste 715Denver CO 80237Direct 303-689-7480nicolemayampfcomameripriseadvisorscomnicolemay
Nicole May
What are your dreams and goals for retirement I am passionate about working with my clients and want them to experience financial confidence now and in retirement It starts with a conversation discussing cash reserves debt management investments and taxes
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
Financial Advisor CERTIFIED FINANCIAL PLANNERtrade professional
7979 E Tufts Ave Ste 715Denver CO 80237Phone 303-689-7448raeyanexfarrellampfcomameripriseadvisorscomraeyanexfarrell
Raeyane Farrell
Whether itrsquos a long way off fast approaching or already a reality you have dreams and goals for your retirement I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs
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
MBA Financial Advisor
Wells Fargo Advisors LLC3200 Cherry Creek S Dr Ste 100Denver CO 80209Phone 303-248-0842Toll-free 800-777-1401DonnaBoenderWFAdvisorscom
Donna M Boender
Donna Boender CERTIFIED FINANCIAL PLANNERtrade 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 Visit wwwWFAdvisorscomdonnaboender
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02380 91514]
Senior Vice President ndash Investment Officer
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
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Star
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Star
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
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ealth M
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wfivestarprofessionalcom
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Award winners listed by primary services and listed alphabetically by last name
Business PlanningMark Goodside Retirement
Solutions of Colorado
William E Roberts AUCTORIS
Bernard Taillon Triad Financial Group
Kerry Linn Walker Business Owner Solutions
Estate PlanningRichard H Hartmann AUCTORIS
Reid M Johnson MBA Wealth Management
Financial PlanningChad Aaberg Thrivent Financial
Thomas Abboud Veritas Financial Planning Page 16
Chad Michael Alevras Gregory amp Associates
Vasil W Allabashi Wealth Strategies Group Page 4
Gregory Robert Anderson GRAnderson Wealth Management Group
Valerie Antonioli Cherry Hills Investment Advisors Page 13
Nathan M Archuleta Summit Wealth Group
Craig Arfsten Prosperion Financial Advisors
Terri Ashton Townsend Retirement Specialists
Colleen Askew Knopinski amp Fauver Financial Advisors
Mark Autterson Win Advisor
Stephen Baker Ameriprise Financial Services Inc
Ali Barghelame Barghelame Wealth Advisors
Linda R Barker Ethos Financial PartnersAmeriprise Financial Services Inc
John T Barry Barry Financial Services
Jeffrey Bartleson Ameriprise Financial Services Inc
Bob Bastiaans Ameriprise Financial Services Inc Page 15
Dana Bath Aveo Capital
Tom Baumler Asset One
Richard Bellmar Bellmar Family Financial
Benjamin Wills Bender Raymond James
John R Bennett First Command Financial Planning
A Raymond Benton Benton amp Company
Amy Berk Ameriprise Financial Services Inc
David Billingslea Ameriprise Financial Services Inc
Matthew R Blake My Portfolio Guide
Mitchell Lewis Bloom Bloom Financial
Thomas Boh Robert W Baird amp Company
Steve Booren Prosperion Financial Advisors
Kean Boucher Boucher Wealth Management Group Page 5
Paula Boyka Raymond James
Carol Rogers Breglio Ameriprise Financial Services Inc
Michael J Broker Trilogy Financial Services
Mark R Brown Brown amp Tedstrom
Michael V Brown Morgan Stanley
JA Tyler Browning II The Browning Group II
James Roland Brubaker Exit amp Retirement Strategies
Stephen Brubaker Exit amp Retirement Strategies
Christopher P Bruhl LPL Financial Page 11
Stephanie Bruno SBWA
Matthew Carpinelli AFC Wealth Management Group
Madison Anne Carter Morgan Stanley
Karlton D Childress Sharkey Howes amp Javer
Loretta Chiofolo Ameriprise Financial Services Inc
Michael Cohen Lincoln Financial Advisors
Michael Anthony Coleman Ameriprise Financial Services Inc
Richard P Costner G5 Financial Group
Seth Davis RMB Capital
LeeAnn Day LPL Financial
Jordan Dechtman Jordan Dechtman Wealth Management
Louis M DeNiro Ameriprise Financial Services Inc
John Diak Oatley amp Diak
Christopher James Dietz Morgan Stanley
Jeffrey Donahue Donaco Financial Services
Kathleen Drake Ameriprise Financial Services Inc
Pamela Dumonceau Asset One
Robert Eberhardt AampI Financial Services
Mike Edwards Morgan Stanley
Deborah Eggleston The Partners Group
Derek Nathan Eichenwald Triumph Capital Management Page 19
Bret A Elliott Elliott Financial
Daniel D Ellis US Bancorp
Chad Ernzen The Mutual Fund Store
Jason Evans New England Securities
John Wayne Farlow Financial Abundance
Raeyane Farrell Ameriprise Financial Services Inc Page 19
Alexander N Feick Paragon Capital Management
Lawrence Finch G5 Financial Group Page 3
David Findlow Charles Schwab amp Company
Nelisha Firestone Firestone Financial Group
Keith Ryan Fisher Financial Designs
Andrew Flanscha Thrivent Financial
Tamara Fontenot Ameriprise Financial Services Inc
Scott Forsyth G5 Financial Group Page 3
Elyse D Foster Harbor Financial Group
Karl Frank AampI Financial Services
Kimberly Gieseler LPL Financial
James Graham IV Lincoln Financial Advisors
Gerald A Graham Sr The Timberline Group
Kathryn Greene UMB Private Wealth Management
Janet Greiner American Zang Investment Council
Aaron Grey Denver Money Manager
Robert Edmund Grey Denver Money Manager
Whitney Winslow Grimm Summit Wealth ManagementAmeriprise Financial Services Inc
Jerry L Gruber Greenbook Wealth Management Page 10
Stephanie Gudka CUSO Page 11
Eustis Habighorst Public Service Credit Union
Mimi N Hackley Sharkey Howes amp Javer
Adam Watson Hall LPL Financial Page 11
Lowell Hansen Schaefer Financial Management
Chad Michael Harmon AampI Financial Services
Michael J Harrington Morgan Stanley
Roger Harris R Kent Harris amp Associates
Jimmy Hasson Hasson Financial Page 19
Scott M Hauser Ameriprise Financial Services Inc
Ross Haycock Summit Wealth Group
G Bruce Hemmings Morgan Stanley Page 6
Stephanie Herdahl Lincoln Financial Advisors
Debra K Herrington Vision Financial Services
Jennifer Hilts First Command Financial Planning
Jody Hinsey Greenbook Wealth Management Page 10
Robert Hochstadt GHP Investment Advisors
Robert L Holland Jr Life Transition Planners
Kevin D Hollis First Command Financial Planning
Guy Wesley Holman TCI Wealth Advisors
Gregory Horstman Prosperion Financial Advisors
Brett Howard Cherry Street Partners
Lawrence E Howes Sharkey Howes amp Javer
Andrew C Inman Peoples Investment Professionals
Phil Jacobson Synergy Financial Partners
Joseph Janiczek Janiczek amp Company
Patrick Janssen Ameriprise Financial Services Inc
Joel B Javer Sharkey Howes amp Javer
Karen Jessey Wealth Strategies Group Page 4
Debra Marie Johnson Life Transition Planners
Susan Elizabeth Johnston Cherry Hills Investment Advisors Page 13
Marvin Kark MZ Kark and Associates
David Keller Wealth Strategies Group Page 4
Shawn Kelly Townsend Retirement Specialists
Gary Wayne Keyfauver Raymond James
Zachary Kibby Thrivent Financial
Harold W Kirschner Sharkey Howes amp Javer
copy Five
Star
Professional
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Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
FSbull21
Award winners listed by primary services and listed alphabetically by last name
Cain Kobert Rocky Mountain Wealth Management
Larry N Koenigsberg Raymond James
Patricia Kummer Kummer Financial Strategies Page 15
Paul Lambert Cherry Street Partners
Bruce Larsen Presidential Brokerage
David Lawyer First Command Financial Planning
Chad Leigh Exit amp Retirement Strategies
Dennis A Leonida Raymond James Page 17
Mark Levine US Bancorp Investments
Richard Jason Levine Synergy Financial Partners
Michael Lincoln Lincoln Financial Services
David Loos Charles Schwab amp Company
Ronald C Lottridge Catalyst Financial Strategies
Josh David Lozow Transitions Wealth Management
Tad Michael Lyle Planning Resources
Kimberly Kaye Maez Ameriprise Financial Services Inc
Adam Makkai Makkai Capital Management
Joel Thomas Martin Denver Money Manager
Quinn A Martinez Clear Creek Investment Services
Marla Mason Presidential Brokerage
Nicole May Ameriprise Financial Services Inc Page 19
Cris Robert McBride NFP Securities
Jason Scott McBride Presidential Brokerage
Angel B McCall Lifetime Financial Strategies
Chad McDonnell Denver Investments
Dennis Means LPL Financial
Dot Mechtenberg Dot Mechtenberg
Terry Melonakis Melonakis Financial
Dita Merritt Ameriprise Financial Services Inc
Harve P Meslin Safe Harbor Financial Group
Ann Marie Milinazzo Hadad-Milinazzo Financial Group
Matthew Stephen Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Shawn Moore Morgan Stanley
J Cameron Morgan AampI Financial Services
David Moritz Ameriprise Financial Services Inc Page 18
C Randal Morris Summit Wealth Group
Jesse Morris Summit Wealth Group
David Morrison Prosperion Financial Advisors
Angela Mueting Thrivent Financial
Ryan S Murphy Ameriprise Financial Services Inc Page 7
Jay A Murray RM Infinity Advisors and Solutions for Tuition
Steve R Musick Destiny Capital
Leslie Myers LPL Financial Page 18
Thomas Nazzaro American Portfolios
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Josh Nelson Keystone Financial Services
Neil Norman Nichols Intentional Wealth
Amy Noel LPL Financial
Brad Noland Wagner Wealth Management
Patrick Nolen Nolen Western
William Norris Robert W Baird amp Company
Daniel Noven Noven Financial Group
Elizabeth OrsquoDonnell OrsquoDonnell Wealth Management Page 16
Daniel OrsquoLeary Quintus Financial Services
Sean OrsquoNeill Raymond James
Karen Ogard Robert W Baird amp Company
Dominick Paoloni SMG Partners
Charles Gregory Parr Ameriprise Financial Services Inc
Jeffrey Payne Aspen Wealth Management
Russell Petrin Morgan Stanley
Mary Lee Pierce Ameriprise Financial Services Inc Page 18
Sybil Praski Prosperion Financial Advisors
Christine Raines Azimuth Wealth Management
Jerry R Reiff Morgan Stanley
James A Reinig Reinig amp Associates
David Repka Creative Financial Solutions
Keith Robinson Morgan Stanley
Heather Kristin Roentz Merrill Lynch
Carole L Rominger Full Circle Wealth Management
Eric Rosel Morgan Stanley
Kevin W Ruebesam Thrivent Financial
Karen K Salvatore Shine Investment Advisory Services
Greg Schowe LotusGroup Advisors
Daniel B Schultz Ameriprise Financial Services Inc
Gregory Phillip Seal Seal Financial Services Page 2
Kara Sekavec LPL Financial
Eileen M Sharkey Sharkey Howes amp Javer
Michael Sherman Crestone Capital Advisors
Judith Shine Shine Investment Advisory Services
Andrea Shortino Ameriprise Financial Services Inc
Gary Brian Sidder Life Transition Planners
R Brady Siegrist Janiczek amp Company
Michael G Simmons Transitions Wealth Management
Mark Sindrich Sindrich amp Associates Page 17
Mark Smith MJ Smith and Associates
Mark Andrew Solinski First Allied Securities
Paul Staib Staib Financial Planning
Keith Stechmesser Thrivent Financial
Kelly Stecklein Capital Evolution Group
Stephen L Stribling Morgan Stanley
Kevin Patrick Sullivan Sullivan amp Associates
Marilynne Tarrall NewWest Advisors
Matthew H Tepoorten Charles Schwab amp Company
Mark E Thomas Townsend Retirement Specialists
Kris Tower American Portfolios
Deborah A Towers Towers Wealth Management
Jeff Townsend Townsend Retirement Specialists
Jennifer Trembley Ethos Financial PartnersAmeriprise Financial Services Inc
Scott Tremlett Charles Schwab amp Company
Laura Uchida Invest Financial
James Urbonas Ascent Financial Advisors
Maria Dolores Vargas LPL Financial
Jack Venable Ethos Financial PartnersAmeriprise Financial Services Inc
Gary Wagner Wagner Wealth Management
Rhonda Wagner Ameriprise Financial Services Inc
Carole Wagner-Grauer MetLife
Cortney Walker GW Wealth Management
Damian Walsh Ameriprise Financial Services Inc
Nathan Wangerin Thrivent Financial
Sterling Warburton Raymond James Page 15
Kenneth P Warner Ameriprise Financial Services Inc
Timothy Waters Triumph Capital Management
Rick Watson The Milestone Group
Marilyn S Weaver Presidential Brokerage
Charles Matthew Wernig The Browning Group II
Janet White Shine Investment Advisory Services
Zoe Whitmore Ameriprise Financial Services Inc
Brenda E Wille-Cope First Financial Strategies
Brian Williams GampW Wealth Management
Craig E Williams Williams Investment Network Page 18
Bart Writer Wealth Concepts
Charlene Zahn-Busch Zahn Financial Services
Ron Zimmermann Morgan Stanley Page 12
Diane Zing Trilogy Financial Services
InsuranceMark D Arlen Lincoln Financial
Advisors
Henry Geyelin Carpenter Ameriprise Financial Services Inc
Michael Edwards COPIC Financial Services
Matthew Grant Gehring Summit Wealth ManagementAmeriprise Financial Services Inc
InvestmentsKenneth Acampora Durable Wealth
Management
Patrick Adams PVG Asset Management
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
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Award winners listed by primary services and listed alphabetically by last name
Bruce G Allen Bruce G Allen Investments Page 9
Candace Lee Allen Wells Fargo Advisors LLC
Philip Sheridan Almon Wells Fargo Advisors LLC
David Anderson Triad Financial Group
Douglas Maurice Applegate Edward Jones
John Arnold Wells Fargo Advisors LLC
Willis Ashby Integra Financial
Daniel L Austin Thrivent Financial
Stephen Avis Wells Fargo Advisors LLC
Hugh C Bandy Edward Jones
Gordon Bauer LPL Financial
Andy Beasley The Milestone Group
Brad Bickham Sargent Bickham Lagudis
Donald Billings Charles Schwab amp Company
Kenneth Blair Edward Jones
Patrick A Bloomfield Wells Fargo Advisors Financial Network LLC
Donna M Boender Wells Fargo Advisors LLC Page 19
Brian Boudreau Edward Jones
Sara D Boyd CoBiz Wealth
Jeffery Wayne Bruce Edward Jones
Barry C Bruner Wedbush Securities
Keith Bryant RBC Wealth Management
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
James Callahan Janiczek amp Company
William I Callender Lincoln Financial Advisors
Robert M Campbell Wells Fargo Advisors LLC
John Carnes Edward Jones
Mark William Christofferson Wells Fargo Advisors LLC
John Claxton Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 18
William H Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
Travis Cook Travis CookAvant Garde Advisors
David Arthur Cooper Edward Jones
Tony Coppola The Milestone Group
John R Cormey CoBiz Wealth
James Bryan Cornehlsen Capstone Investment Financial Group
Jonathan D Cox Morgan Stanley
Jordan Curry Morgan Stanley
Patty Delucas Wells Fargo Advisors LLC
Warren Greg Denewiler Denewiler Capital Management
Neil P Dermody Wells Fargo Advisors LLC
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Edward Dickey INS Capital Management
Angus Elder Dillon Wells Fargo Advisors LLC
Robin A Dillon Wells Fargo Advisors LLC
Phil Dispense Morgan Stanley Page 12
Matthew Dolan Edward Jones
Neil Draxler Edward Jones
Greyson Drexel Wells Fargo Advisors LLC
Stephen Drexler Wells Fargo Advisors LLC Page 14
Steve Durman Wells Fargo Advisors LLC
Todd A Dussex LPL Financial
Melissa Dyer Raymond James Page 17
David Huber Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC
Steven Ehrman LPL Financial
Geoff Eliason Peak Capital Management
Steve Ellis Colorado Capital Management
Trevor J Emery ACM Wealth Solutions
Galina Y Esterby Morgan Stanley
Nanette Fahrenbruch Edward Jones
Robert Farris Wells Fargo Advisors LLC
Richard Fishel The Fishel Group
Gustin D Fox-Smith Fox-Smith Wealth Management
Kirk Aaron Freedle Innovative Financial Partners
Brian Friedman GHP Investment Advisors
Mark Frohlich Wells Fargo Advisors LLC
Marc Gaudreault Western Wealth Advisors
Geoffrey Todd Gervasini Wakefield Asset Management
Bob Gibson Edward Jones
David Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Jason Kessler Gocke Edward Jones
Kevin James Goldin Morgan Stanley
Stephen Gordon Cornerstone Asset Management
Mark Griffin Wells Fargo Advisors LLC
Elbert Clark Griggs Griggs Wealth Management
Randy R Grose Cherry Creek Retirement Advisors
Edgar George Aaron Gumbiner Marathon Investment Management
Robert Guthrie Merrill Lynch
Melanie Hanby Asset One
Beth Haney Edward Jones
David Hansen Meridian Wealth Management
Guy Harris Edward Jones
Theodore Harris The Milestone Group
Robert L Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley
Tara Hefty-Hume Peak Asset Management
Katherine Heidtbrink Wells Fargo Advisors LLC
Lynn Zickefoose Hendricks Hendricks Financial Services
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Philip Holbert Robert W Baird amp Company
Michael J Hood Morgan Stanley Page 19
Jeffrey Huff Redpoint Capital Management Page 17
Kyle Hurt Lifetime Capital Management
Jeffrey Hutcheson Edward Jones
Eric Jasper Edward Jones
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 7
Nicholas Ryan Jones Morgan Stanley
Steven T Jones Tenacity Investment Group
Robert Hunter Junge Hunter Retirement amp Wealth Management
Linda S Kalat Morgan Stanley
Laurence J Kandel Obermeyer Asset Management Company Page 18
Brandon Kane Wells Fargo Advisors LLC
Craig Lee Kinnunen Janiczek amp Company
Eric Koeplin The Milestone Group
Leon Koob Wells Fargo Advisors LLC
H Scott Koplar Ameriprise Financial Services Inc
Joseph Kozmata Raymond James Page 16
David Kraatz Morgan Stanley
Bradley Kreidle Mainline West
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Porter Landreth Asset One
Leasha K Larsen Edward Jones
Brian C Larson Edward Jones
Daniel Kit Lassen Ameriprise Financial Services Inc
Lori Taylor Lawrence Western Equity Group
Timothy Lawrence Millennium Portfolio Advisors
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
Mark Liley Wells Fargo Advisors LLC
Christopher Long Ameriprise Financial Services Inc
Brad A Lundberg Edward Jones
Bruce Lutz MetLife
Andy Lyford Charlton Investment Services
Christopher Ryan Lynett Wells Fargo Advisors LLC
Tupper MacDowell Robert W Baird amp Company
Leslie A MacGuire LPL Financial
Peter Noel MacMillan Edward Jones
Gary Mangelsdorf LPL Financial
Ted J Manzanares MetLife
Keith O Marks Openheimer amp Company
Raphael Andre Martorello LotusGroup Advisors
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Star
Professional
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Star
Professional
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Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
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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
Award winners listed by primary services and listed alphabetically by last name
Tanya Rebekah Mathews Meridian Wealth Management
Roger D Maurer Maurer amp Associates Page 10
John McCorvie Peak Asset Management
Colin Michael McCoy CGC Financial
Janet L McCoy Seal Financial Services Page 2
Michael McDonald LPL Financial
Richard C McDowell LPL Financial
Brent McGibbon McGibbon Asset Management Page 12
David W Mckinlay David W Mckinlay ChFC
Patricia Anne McNamara Cherry Creek Investment Advisors
Brandy Shera Merriam Ameriprise Financial Services Inc
Craig Louis Miller Morgan Stanley
Lauretta C Moell Wells Fargo Advisors LLC
Rebecca Moreland Robert W Baird amp Company
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management
John P Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Jesse Brooks Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Thomas V OrsquoDonnell Ameriprise Financial Services Inc
Adam OrsquoHair Edward Jones
Mike Oakes Wells Fargo Advisors LLC Page 19
James M Olson Morgan Stanley
David L Overton Halbert Hargrove Global Advisors
Jay Oyer Merrill Lynch
Mark Paller Paller Financial Services Page 15
Daniel Palm Robert W Baird amp Company
Michael Arris Pappas LPL Financial
Christopher Parsons Wells Fargo Advisors LLC
David C Partheymuller The Normandy Group
Edward William Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Craig Perkins CDP Financial
Roy Persky LPL Financial
Kirk R Peterson Peterson Financial Services
Bryan Pieper Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Victoria Lynne Pinder VP Financial Options
Patrick Eugene Pogue Edward Jones
Gary Poling Raymond James
Brent Powell GWN Securities
Mitchell Powers Investment Security Group
Julie F Pribble CoBiz Wealth
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 16
Walter John Rasmussen Morgan Stanley
Natalie Robbins Edward Jones
Bret Allen Roberts Morgan Stanley
Richard Rust Investment Security Group
Richard Sage LPL Financial
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Catherine Stahl Scheuber LPL Financial
Shelley Schlossberg CastleMountain Financial Page 18
Stacia Schmalzer MetLife
Max Scholfield Scholfield Wealth Management
David Schreiber Edward Jones
Kathleen Scott Cherry Hills Investment Advisors Page 13
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones
Steven Setchfield Setchfield Associates
Andleib Seth LotusGroup Advisors
Lesley Shiffrin NTB Advisors
David Burns Siebert First Financial Equity Corporation
Scott W Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Timothy Soderquist Morgan Stanley
Ann Foster Sparks Wells Fargo Advisors LLC
Eric J Srodulski Edward Jones
Richard Alan Stonger Merrill Lynch
William Stordahl Stordahl Capital ManagementWells Fargo Financial Network LLC
Jeffrey R Stotler Edward Jones
Paul Stratton Edward Jones
Adam Jason Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Greg Stringari Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Lee Strongwater Colorado Capital Management Page 19
Peter Lee Swanson Edward Jones
Theodore Swenson LPL Financial Page 19
Jeffrey Swingle Edward Jones
Eric Swope Ameriprise Financial Services Inc
Hony Mahone Tarrall NewWest Advisors
Scott Taylor Value Financial Advisers
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Betsy Thorpe Wells Fargo Advisors LLC
Dustin Tidwell Latitude Financial Group
Herman Tiemens II Wells Fargo Advisors LLC
Kristy Tochihara Morgan Stanley Page 13
Richard Todd Innovest Portfolio Solutions
Vernon Lee Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
Charles Turner The Mutual Fund Store
Martha Turner Edward Jones
David Twibell Custom Portfolio Group
Vincent William Valentine First Financial Strategies
Carin Wagner GHP Investment Advisors
Victor M Walker Wells Fargo Advisors LLC
Chester Wallace Quintus Financial Services
Greg Wambolt Wambolt amp Associates Page 18
Jeff J Warren Wells Fargo Advisors LLC
Robert Webster Webster Investment Advisors
Richard E Weintraub Meridian Wealth Management
Ward Welles Wells Fargo Advisors LLC
Noel Todd Wickwar Morgan Stanley
Chad A Williams Aveo Capital
Don K Williams WMS Financial Group
TH Williams Wells Fargo Advisors LLC
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Matthew Edward Winter Wells Fargo Advisors LLC
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Todd Warren Young Edward Jones
Michael G Zahler Wells Fargo Advisors LLC
Steven Zahorik Wells Fargo Advisors LLC
Curtis A Zeigler Capital Management Group
Jonathan Zeschin Essential Investment Partners
Matthew Ziereis Wells Fargo Advisors LLC
TaxationBruce Bendell Transitions Wealth
Management
Alan Piehl Alan R Piehl CPA
Trust ServicesRichard W Phillips Wells Fargo
Advisors LLC
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Star
Professional
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Star
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Star
Professional
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Star
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Star
Professional
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Professional
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Professional
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Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
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Five Star Accounting and Estate Planning ProfessionalsHow do you find an accounting or estate planning professional with experience who has a good base of cl ients 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
accounting and estate planning professionals who satisfy 10 objective eligibility and e v a l u a t i o n c r i t e r i a A m o n g m a n y distinguishing attributes the average one-year client retention rate for this yearrsquos award-winning certified public accountants is more than 96 percent Meanwhile our winning estate planning attorneys clock an average of 78 percent of their hours as billable
The 2014 Five Star Certified Public Accountants and Estate Planning Attorneys are a select group representing less than 1 percent of the certified public accountants and 3 percent of the estate planning attorneys in the Denver area
Although this list is a useful tool for anyone looking for help with accounting or managing their estate it should not be considered exhaustive Undoubtedly there are many excellent accounting and estate planning professionals who for one reason or another are not on this yearrsquos list Self-nominations for this award are not accepted Denver award candidates were identified using internal and external research data
AWARDA Select
Award candidates who satisfied the following objective eligibility and evaluation criteria were named 2014 Five Star Certified Public Accountants or Estate Planning AttorneysOF AWARD WINNERS
Determination
Regulatory ReviewAs defined by Five Star Professional the accounting or estate planning professional 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 candidate Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists
bull Each candidate who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed abovebull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a potential winnerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use taxation or estate planning services in order to provide consumers the
opportunity to submit complaints regarding a potential winner
Eligibility Criteria ndash Required1 Credentialed licensed attorney 2 Actively employed as a credentialed professional in
the estate planning services industry for a minimum of five years
3 Favorable regulatory and complaint history review 4 A minimum of 50 percent of practice focus on estate
planning services 5 Accepting new clients
Evaluation Criteria ndash Considered 6 Number of transactions in last 12 months 7 Number of client households served 8 Industry and board certifications 9 Education and professional designations 10 Pro bono activities
Estate Planning AttorneysEligibility Criteria ndash Required 1 Credentialed Certified Public Accountant (CPA)2 Actively employed as a credentialed professional in
the accounting services industry for a minimum of five years
3 Favorable regulatory and complaint history review4 Accepting new clients5 Spend more than 50 percent of their time on taxation
or other accounting services
Evaluation Criteria ndash Considered6 One-year client retention rate7 Five-year client retention rate8 Number of clients served9 One-year billing realization rate10 Educat ion and profess ional des ignat ions
certifications
Certified Public Accountants
2014 Denver
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Star
Professional
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Star
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Star
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Star
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Star
Professional
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Star
Professional
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Star
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
FSbull25
2014 Fiv
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Daniel C Doherty
357 Main StLongmont CO 80501
Phone 303-532-2880Fax 303-532-2990dandanieldohertylawcomwwwdanieldohertylawcom
bull Estate planning taxation wills and trusts bull Estate probate and trust administration bull Business formation and succession planning
How Might We Be of Service to You
Never has a client asked that their estate or business planning be complicated diffi cult to understand or costly Everyone wants to keep it simple Unfortunately onersquos circumstances may require us to shift further up the continuum of complexity to resolve the challenge I strive to communicate with my clients in plain English to enable them to fully understand the pros and cons of the options available and the planning I propose
Juris DoctorateMaster of Laws of Taxation
Mira Fineacute
1999 Broadway Ste 4000Denver CO 80202
Offi ce 303-298-9600mfi neheincpacomwwwheincpacom
bull Service rooted in integrity listening and respectbull Technical knowledge to achieve identifi ed goals bull Independent thinking to provide objective advice
Connecting With Clients to Reach Their Goal
Mira has the ability to connect with clients and maintain open and constant communication to help drive decisions Using a solutions-based approach ideas and thoughts are shared in a collaborative environment with the focus on what is best for the client Mira believes various perspectives and points of view are important in achieving the best outcome which ultimately leads to prosperous and satisfi ed clients
Partner National Director of Tax Services
Ryan Senger
6000 Greenwood Plz Blvd Ste 125Greenwood Village CO 80111
Direct 303-488-7575Offi ce 303-488-7570RyanBorchardtSengercomwwwBorchardtSengercom
bull Comprehensive tax compliance servicesbull Intelligent tax planning strategiesbull Expert support for high-net-worth clients
Level of Service You Deserve
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 15 years of public accounting experience He has extensive experience working with partnerships S corporations and individuals Our fi rmrsquos focus is to provide accurate and timely advice to assist our clients in making informed business and personal tax decisions
Partner CPA MT
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Star
Professional
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Star
Professional
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Star
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Star
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Star
Professional
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Star
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Star
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
FSbull26
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
2014 Fiv
e Star A
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Success requires
patience discipline
and diligence
mdash Five Star award winner
Award winners listed by primary services and listed alphabetically by last name
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
AccountingMarilyn Burnside Marilyn R
Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey and Company Professional Corporation
Mona Feeley WhippleWood CPAs
Mira Fineacute Hein amp Associates Page 25
Brenda A French Brenda A French CPA
Lenae Jackson May Jackson Hendrick
Gary Jacobs Gary A Jacobs and Associates
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Eric Lake Holben Hay Lake Balzer CPAs
Daniel Noven Noven amp Associates
Alan Piehl Alan R Piehl CPA
William Rooney Crowe Horwath
Ken Saliman Smith Brook Bolshoun amp Company
Mark L Sanders Mark L Sanders CPA
Michael V Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates Page 25
Joey Simon Smith Brook Bolshoun amp Company
Ernest Villany Boulder Valley CPAs
Donna J Ward Ward amp Associates CPAs
Richard Whipple WhippleWood CPAs
Gregory Zick Zick Business Advisors
Estate PlanningMichael Bland Bryan Cave
James W Buchanan III Buchanan amp Stouffer
Nancy R Crow Pendleton Wilson Hennessey amp Crow
Frank J Danzo III Chayet amp Danzo Page 26
Daniel Doherty Doherty Law Office Page 25
John Eckstein Fairfield and Woods
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
William Krems Davis Graham amp Stubbs
James Littlepage James Littlepage Law Offices
Nathan Merrill Goodspeed amp Merrill
David Osterman Osterman Law Firm
Jane Paddison Jane Caddell Paddison
Kristin Pineiro Wallace Scott
Daniel Rich Steele Street Bank amp Trust
Timothy Scott Wallace Scott
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 26
650 S Cherry St Ste 710Denver CO 80246Office 303-355-8500FrankColoradoElderLawcom
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
EstateBusiness Planning Elder Law
600 17th St Ste 2800Denver CO 80202Office 303-226-5861kzaloudekmshzlawcomwwwmszhlawcom
Kevin Zaloudek
Mills Schmitz Halstead amp Zaloudek has built a reputation of providing legal services without the customar y overhead of a typical law firm With practice areas ranging from tax and litigation to real estate and IP law Mills Schmitz Halstead amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
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Star
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
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wfivestarprofessionalcom
FSbull12
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Ron Zimmermann Financial Advisor Manda Neuman Client Service Associate three-year winner Phil Dispense Financial Advisor Kaitlin Inchauspe Registered Associate two-year winner Gary Peterson Financial Advisor
The philosophy of the Falcon Group is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while seeking to provide our clients with an acceptable rate of return We manage portfolios tactically with the objective of controlling risk and generating returns consistent with the customized goals and objectives of our clients Phil Dispense Five Star award winner 2012 2013 and 2014 Gary Peterson Five Star award winner 2012 and 2013 Ron Zimmermann Five Star award winner 2012 and 2014
370 17th Street Suite 2800 Denver CO 80202
Offi ce 303-572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstance from an independent tax advisor copy2014 Morgan Stanley Smith Barney LLC Member SIPC
McGibbon Asset Management
Customized and Personalized Wealth Management
bull Formulating investment strategies that are comfortable for your risk tolerance
bull Our quality fee-based-only management eff ectively aligns your success avoiding the confl ict of interest that comes from prepackaged investments
Left to right 2014 winner Brent McGibbon CIO Mark Stromberg Independent Sales Director
With a strong market understanding McGibbon Asset Management brings both discipline and structure to your portfolio Your investments stay on track with your long-term strategy We remove the emotion from investing by fi ltering through market information available and advising changes to your portfolio only when they are consistent with your specifi c investing goals Your money will be closely managed in-house using a fundamental value investing strategy
McGibbon Asset Management8400 East Prentice Avenue Suite 1360
Greenwood Village CO 80111
Offi ce 303-757-8623 Cell 303-378-4249
bmcgibbonmcgibbon-assetcom wwwmcgibbon-assetcom
McGibbon Asset Management is an independent advisor that is registered with the State of Colorado
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Star
Professional
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Star
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Star
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Star
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Star
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Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Three-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Senior Registered Associate
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 27 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 24 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120Boulder CO 80302
Kristy 303-545-1844Noel 303-545-1845
kristytochiharamorganstanleycomwwwmorganstanleyfacomtochiharaculberson
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Cherry Hills Investment Advisors IncHelping You Navigate Your Financial Future
bull Dedicated professionals with decades of experience and training
bull Comprehensive investment management and fi nancial planning advice
bull Serving the Colorado community since 1999
Left to right Seated Chelsey Knight Client Services Manager 2014 winner Kate Scott CFPreg CPA Principal Standing Elisabeth Jacobson Investment Advisor 2014 winners Valerie Antonioli CFPreg Principal and Susie Johnston CFPreg Principal and Founder
Cherry Hills Investment Advisors is a wealth management fi rm that works with individuals families and small businesses to design and implement personalized fi nancial strategies Throughout each lifecycle event we serve as our clientsrsquo fi nancial advocate and provide thoughtful counsel on a wide range of wealth management issues We welcome this opportunity to further introduce our fi rm
8400 East Prentice Avenue Suite 1010Greenwood Village CO 80111
Offi ce 303-703-4560
infochiaplancomwwwchiaplancom
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Drexler Groupof Wells Fargo Advisors
bull Disciplined portfolio risk management
bull Process-driven results
bull Personalized goals-based wealth management strategies
Left to right Frank Djonbalaj Mick Pepper Susie Kaufman 2014 winner Stephen Drexler Je Byers
Our focus at the Drexler Group is to simplify enhance and preserve our clientsrsquo fi nancial well-being We hold ourselves to the highest level of accountability as we work in partnership with our clients helping them reach their fi nancial goalsOur belief is that ldquodiscipline is more important than convictionrdquo when it comes to managing risk
102 South Tejon Street Suite 1000 10th FloorColorado Springs CO 80903
Offi ce 719-636-8000Direct 719-636-8044
stephendrexlerwfadvisorscom wwwthedrexlergroupcom
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02994]
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
Top five questions that wealth managers want clients to answer
From research conducted by Five Star Professional April 2011
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Star
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Professional
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Professional
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Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce 303-200-1441Cell 719-210-6817toddwarburtonraymondjamescomFrontRangeFinancialConsultingcom
bull Retirement planningbull Custom portfolio managementbull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPCThis award is bestowed by an independent third-party organization not affiliated
with Raymond James
Senior Vice President ndash Investments Branch Manager
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce 303-689-7424Toll-free 800-991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 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
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial 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
Private Wealth AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
Patricia Kummer
8871 Ridgeline Blvd Ste 100Highlands Ranch CO 80129
Offi ce 303-470-1209patkummerfi nancialcomwwwkummerfi nancialcom
bull Creating ethical solutions for 28 years bull Objective personal guidance bull Tailored wealth accumulation strategies
Creating Financial Peace of Mind
KFS is a dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Come experience our full-service personal attention to your specifi c needs We provide fi nancial services education and advice to professionals and families
CERTIFIED FINANCIAL PLANNERtrade
Mark R Paller
68 Inverness Ln E Ste 203Englewood CO 80112
Offi ce 303-858-0045markpallerpallerfi nancialcomwwwPallerFinancialcom
bull Established in 1997 bull Independent and transparent bull Operates under a fi duciary standard
You Are the Only One Who Counts
Paller Financial is dedicated to asking the tough questions of why how and what if By doing so we increase the probability of executing a successful fi nancial plan Our work is designed to manage risk secure appreciation and create regular income Integrated with the proper legal documents the outcome becomes self-evident
CPAPFS CFPreg CLUreg ChFCregcopy Five
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Tom Abboud
6383 S Rifl e StAurora CO 80016
Offi ce 720-252-6004TomAbboudLPLcomVeritasfi nancialplanningcom
bull Truthful honest and upfront on everything bull First priority is your fi nancial success bull Customized fi nancial plans that fi t you
Veritas Noun Latin Meaning Truth
The pursuit of meaningful goals is something we all share Whether yoursquore planning for retirement to fund education for your children or grandchildren or to leave a legacy for the next generation Veritas Financial Planning can help you succeed With an understanding of individual needs and goals we will implement a personalized wealth management plan then monitor and adjust it as necessary to help you achieve those goals
LPL Financial Planner
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
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade professional 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 CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 2013 and 2014
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC This award is bestowed by an independent third-party organization not affiliated with Raymond James
CFPreg CFAreg
Sandon Purcell
Purcell Capital Management 5299 DTC Blvd Ste 210Greenwood Village CO 80111
Offi ce 303-800-3350Toll-free 888-338-4713
sandonpurcellwfafi netcomwwwpurcellcapitalcom
bull More than 60 years of combined experiencebull Multigenerational servicesbull Dividend-oriented income strategies
A Team Approach to Assist
It is our mission to always be committed to our core values of client service integrity and honest advice Because we have the support of a large fi rm such as Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone we believe we are able to off er our clients the very best possible experience Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate of
Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0814-05500 ]
Branch Manager
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80209Phone 303-331-6434elizabethovoyafacom wwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
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 makes 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 o ered through Voya Financial Advisors Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by Voya Financial Advisors
Financial Advisor MBA University of Colorado
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Professional
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Professional
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Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone 303-792-7340 Ext 2Direct 720-209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
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 CERTIFIED FINANCIAL PLANNERtrade 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 Five Star Wealth Manager 2012 2013 and 2014 Securities o ered through Raymond James Financial Services Inc Member FINRASIPC This award
is bestowed by an independent third-party organization not a liated with Raymond James
CFPreg MBA
Mark Sindrich
1490 S Pearl StDenver CO 80210
Offi ce 303-744-8899Toll-free 800-825-8259infosindrichcomwwwsindrichcom
bull Clarity confi dence consensus accountabilitybull Answers to the what-ifs that keep you up at nightbull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions that are clear and simple to each of our clientsrsquo unique fi nancial needs We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be o ered through NFP Advisor Services LLC Member FINRASIPC NFP Advisor Services LLC is not a liated with Sindrich amp Associates
CERTIFIED FINANCIAL PLANNERtrade
Dennis A Leonida
Raymond James Financial Services Inc 8400 E Prentice Ave Ste 1100Greenwood Village CO 80111
Offi ce 303-629-7500Toll-free 800-268-2689
dennisleonidaraymondjamescom
wwwraymondjamescomcfg
bull Comprehensive fi nancial planning bull Business continuity planning bull Employee benefi ts planning
Personalized Financial Planning
Our mission is to create an innovative client experience Through our tireless client service and industry-leading research we focus on assisting our clients in not only defi ning their fi nancial goals but more importantly developing a plan to achieve them
Securities offered through Raymond James Financial Services Inc Member FINRASIPCThis award is bestowed by an independent third-party organization not affiliated with
Raymond James
ChFCreg CLUreg
Jeffrey T Huff
6400 S Fiddlerrsquos Green Cir Ste 1840Greenwood Village CO 80111Offi ce 720-963-6120Cell 303-888-5511jeff reyhuff wfafi netcom
bull Highly personalized service and advice bull Customized portfolio management bull Retirement income and risk management
Professional Advice With Integrity
For over 26 years Jeff has provided his clients with customized comprehensive wealth management strategies and unbiased advice Talk to us if you seek a rich honest dialogue about your individual investment goals and challenges
Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate
of Wells Fargo amp Company Redpoint Capital Management is a separate entity from WFAFN [CAR 0914-02327]
President Branch Manager
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
23596 Currant DrGolden CO 80401Phone 303-384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
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
CFPreg President LPL Registered Principal
CastleMountain Financial Services Inc
3200 Cherry Creek S DrSte 480Denver CO 80209Phone 303-733-4305lonnyobermeyerassetcomwwwobermeyerassetcom
Laurence J Kandel
I would like to thank our wonderful clients for their continued loyalty
Rankings andor recognition by una liated rating services andor publications should not be construed by a client or prospective client as a guarantee that heshe will experience a certain level of
results if Obermeyer is engaged or continues to be engaged to provide investment advisory services nor should it be construed
as a current or past endorsement of Obermeyer by any of its clients A copy of Obermeyerrsquos current written disclosure statement discussing its advisory services and fees is available upon request
Vice President Investments and Client Advisory
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office 720-836-4534
David W Moritz
I work one-on-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
Financial Advisor CFPreg
2229 S Joliet Way Aurora CO 80014 Direct 303-306-6639 katiecollinslplcom wwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 30 years of experience mdash Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
4419 Orofino CtCastle Rock CO 80108Office 303-663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
An Ameriprise Platinum Financial Servicesreg practice I help my clients plan for their dreams through a comprehensive financial planning approach and long-term investment 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
Financial Advisor CFPreg CLUreg
7665 E Windford StParker CO 80134Office 303-805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams works with high-net-worth individuals family offices and business owners to build sophisticated investment portfolios containing stocks bonds and other asset c lasses that emulate the endowment-style investing employed by large institutional investors
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Myers Financial Limited650 S Cherry St Ste 1250Denver CO 80246Office 303-393-0340Cell 303-319-1752lesliemyerslplcomwwwlplcomlesliemyers
Leslie A Myers
Leslie Myers treats her clients as partners in the investment and management of their assets Her personal touch which focuses on the individual as well as the family needs and wants has enabled her to generate new clients while maintaining a loyal clientele for many years
Securities o ered through LPL Financial Member FINRA SIPC
CFPreg MBA CLUreg ChFCreg LPL Financial Planner
13976 W Bowles Ave Ste 200Littleton CO 80127Office 720-962-6700Cell 303-808-4767wwwwamboltandassoccom
Greg Wambolt
Truth is wealth wonrsquot manage itself Reaching your goals takes a team dedicated to you mdashnot to their firm Our process is proven to identify planning gaps reduce complexity and deliver the best rate of return possible Itrsquos why successful people call on us to grow and protect their wealth Greg ldquoFinish Strongrdquo Wambolt is a f ly fisherman and a sport clay shooter
CFPreg CLUreg ChFCreg
If yoursquore in this business for money
alone you will never make it You have to
genuinely want to make a difference in your
clientsrsquo lives
mdash Five Star award winner
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Star
Professional
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Professional
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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1801 13th St Ste 200Boulder CO 80302Office 303-541-2047michaeljoakeswellsfargocom
Mike Oakes
For nearly a decade Mike has helped clients implement investment strategies and feel confident in their financial decisions Contact Mike Oakes for a consultation
Wells Fargo Advisors LLC Member SIPC is a registered broker-dealer and a separate non-bank a liate of Wells Fargo amp Company
[CAR 0814-03128]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor
5610 Ward Rd Bldg 100 Ste 110Arvada CO 80002Office 303-393-2456tedswensonlplcomswensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
Denver CO 80202Office 720-399-5555Cell 720-495-1317DerekETriumphCapitalManagementcomTriumphCapitalManagementcom
Derek N Eichenwald
Mr Eichenwald assists clients of Triumph Capital LLC on their l ifetime financial and strategic goals through sound asset management risk planning retirement planning and advanced estate planning techniques
1610 Wynkoop Street Suite 550 Denver CO 80202Securities o ered through JP Turner amp Company LLC (Member SIPC) JP Turner amp Company LLC is not a liated with Triumph Capital LLC
JPT090914-1519
CEO and Senior Investment Executive
8751 E Hampden Ave Ste B-10Denver CO 80231Phone 303-243-5722jimmyhassonlplcomwwwhassonfinancialscom
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 investment advisory retirement planning and education planning
Securities o ered through LPL Financial Member FINRASIPC
CERTIFIED FINANCIAL PLANNERtrade
4430 Arapahoe AveBoulder CO 80303Office 303-444-9300leecoloradocapcomwwwcoloradocapcom
Lee Strongwater
Integrity Quality Results
At Colorado Capital Management we seek to understand the purpose money serves for you before we put it to use We do this by listening and understanding what is most important and then by designing a prudent plan for you to achieve your cherished goals
Financial Advisor
5251 DTC Pkwy Ste 1500Greenwood Village CO 80111Office 303-925-9648michaeljhoodmorganstanleycommorganstanleyfacomhood
Michael J Hood
As your financial advisor I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve 2014 Five Star award winner
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP
(with ame design) in the US copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President CFPreg
7979 E Tufts Ave Ste 715Denver CO 80237Direct 303-689-7480nicolemayampfcomameripriseadvisorscomnicolemay
Nicole May
What are your dreams and goals for retirement I am passionate about working with my clients and want them to experience financial confidence now and in retirement It starts with a conversation discussing cash reserves debt management investments and taxes
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
Financial Advisor CERTIFIED FINANCIAL PLANNERtrade professional
7979 E Tufts Ave Ste 715Denver CO 80237Phone 303-689-7448raeyanexfarrellampfcomameripriseadvisorscomraeyanexfarrell
Raeyane Farrell
Whether itrsquos a long way off fast approaching or already a reality you have dreams and goals for your retirement I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs
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
MBA Financial Advisor
Wells Fargo Advisors LLC3200 Cherry Creek S Dr Ste 100Denver CO 80209Phone 303-248-0842Toll-free 800-777-1401DonnaBoenderWFAdvisorscom
Donna M Boender
Donna Boender CERTIFIED FINANCIAL PLANNERtrade 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 Visit wwwWFAdvisorscomdonnaboender
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02380 91514]
Senior Vice President ndash Investment Officer
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
ww
wfivestarprofessionalcom
FSbull21
Award winners listed by primary services and listed alphabetically by last name
Business PlanningMark Goodside Retirement
Solutions of Colorado
William E Roberts AUCTORIS
Bernard Taillon Triad Financial Group
Kerry Linn Walker Business Owner Solutions
Estate PlanningRichard H Hartmann AUCTORIS
Reid M Johnson MBA Wealth Management
Financial PlanningChad Aaberg Thrivent Financial
Thomas Abboud Veritas Financial Planning Page 16
Chad Michael Alevras Gregory amp Associates
Vasil W Allabashi Wealth Strategies Group Page 4
Gregory Robert Anderson GRAnderson Wealth Management Group
Valerie Antonioli Cherry Hills Investment Advisors Page 13
Nathan M Archuleta Summit Wealth Group
Craig Arfsten Prosperion Financial Advisors
Terri Ashton Townsend Retirement Specialists
Colleen Askew Knopinski amp Fauver Financial Advisors
Mark Autterson Win Advisor
Stephen Baker Ameriprise Financial Services Inc
Ali Barghelame Barghelame Wealth Advisors
Linda R Barker Ethos Financial PartnersAmeriprise Financial Services Inc
John T Barry Barry Financial Services
Jeffrey Bartleson Ameriprise Financial Services Inc
Bob Bastiaans Ameriprise Financial Services Inc Page 15
Dana Bath Aveo Capital
Tom Baumler Asset One
Richard Bellmar Bellmar Family Financial
Benjamin Wills Bender Raymond James
John R Bennett First Command Financial Planning
A Raymond Benton Benton amp Company
Amy Berk Ameriprise Financial Services Inc
David Billingslea Ameriprise Financial Services Inc
Matthew R Blake My Portfolio Guide
Mitchell Lewis Bloom Bloom Financial
Thomas Boh Robert W Baird amp Company
Steve Booren Prosperion Financial Advisors
Kean Boucher Boucher Wealth Management Group Page 5
Paula Boyka Raymond James
Carol Rogers Breglio Ameriprise Financial Services Inc
Michael J Broker Trilogy Financial Services
Mark R Brown Brown amp Tedstrom
Michael V Brown Morgan Stanley
JA Tyler Browning II The Browning Group II
James Roland Brubaker Exit amp Retirement Strategies
Stephen Brubaker Exit amp Retirement Strategies
Christopher P Bruhl LPL Financial Page 11
Stephanie Bruno SBWA
Matthew Carpinelli AFC Wealth Management Group
Madison Anne Carter Morgan Stanley
Karlton D Childress Sharkey Howes amp Javer
Loretta Chiofolo Ameriprise Financial Services Inc
Michael Cohen Lincoln Financial Advisors
Michael Anthony Coleman Ameriprise Financial Services Inc
Richard P Costner G5 Financial Group
Seth Davis RMB Capital
LeeAnn Day LPL Financial
Jordan Dechtman Jordan Dechtman Wealth Management
Louis M DeNiro Ameriprise Financial Services Inc
John Diak Oatley amp Diak
Christopher James Dietz Morgan Stanley
Jeffrey Donahue Donaco Financial Services
Kathleen Drake Ameriprise Financial Services Inc
Pamela Dumonceau Asset One
Robert Eberhardt AampI Financial Services
Mike Edwards Morgan Stanley
Deborah Eggleston The Partners Group
Derek Nathan Eichenwald Triumph Capital Management Page 19
Bret A Elliott Elliott Financial
Daniel D Ellis US Bancorp
Chad Ernzen The Mutual Fund Store
Jason Evans New England Securities
John Wayne Farlow Financial Abundance
Raeyane Farrell Ameriprise Financial Services Inc Page 19
Alexander N Feick Paragon Capital Management
Lawrence Finch G5 Financial Group Page 3
David Findlow Charles Schwab amp Company
Nelisha Firestone Firestone Financial Group
Keith Ryan Fisher Financial Designs
Andrew Flanscha Thrivent Financial
Tamara Fontenot Ameriprise Financial Services Inc
Scott Forsyth G5 Financial Group Page 3
Elyse D Foster Harbor Financial Group
Karl Frank AampI Financial Services
Kimberly Gieseler LPL Financial
James Graham IV Lincoln Financial Advisors
Gerald A Graham Sr The Timberline Group
Kathryn Greene UMB Private Wealth Management
Janet Greiner American Zang Investment Council
Aaron Grey Denver Money Manager
Robert Edmund Grey Denver Money Manager
Whitney Winslow Grimm Summit Wealth ManagementAmeriprise Financial Services Inc
Jerry L Gruber Greenbook Wealth Management Page 10
Stephanie Gudka CUSO Page 11
Eustis Habighorst Public Service Credit Union
Mimi N Hackley Sharkey Howes amp Javer
Adam Watson Hall LPL Financial Page 11
Lowell Hansen Schaefer Financial Management
Chad Michael Harmon AampI Financial Services
Michael J Harrington Morgan Stanley
Roger Harris R Kent Harris amp Associates
Jimmy Hasson Hasson Financial Page 19
Scott M Hauser Ameriprise Financial Services Inc
Ross Haycock Summit Wealth Group
G Bruce Hemmings Morgan Stanley Page 6
Stephanie Herdahl Lincoln Financial Advisors
Debra K Herrington Vision Financial Services
Jennifer Hilts First Command Financial Planning
Jody Hinsey Greenbook Wealth Management Page 10
Robert Hochstadt GHP Investment Advisors
Robert L Holland Jr Life Transition Planners
Kevin D Hollis First Command Financial Planning
Guy Wesley Holman TCI Wealth Advisors
Gregory Horstman Prosperion Financial Advisors
Brett Howard Cherry Street Partners
Lawrence E Howes Sharkey Howes amp Javer
Andrew C Inman Peoples Investment Professionals
Phil Jacobson Synergy Financial Partners
Joseph Janiczek Janiczek amp Company
Patrick Janssen Ameriprise Financial Services Inc
Joel B Javer Sharkey Howes amp Javer
Karen Jessey Wealth Strategies Group Page 4
Debra Marie Johnson Life Transition Planners
Susan Elizabeth Johnston Cherry Hills Investment Advisors Page 13
Marvin Kark MZ Kark and Associates
David Keller Wealth Strategies Group Page 4
Shawn Kelly Townsend Retirement Specialists
Gary Wayne Keyfauver Raymond James
Zachary Kibby Thrivent Financial
Harold W Kirschner Sharkey Howes amp Javer
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
FSbull21
Award winners listed by primary services and listed alphabetically by last name
Cain Kobert Rocky Mountain Wealth Management
Larry N Koenigsberg Raymond James
Patricia Kummer Kummer Financial Strategies Page 15
Paul Lambert Cherry Street Partners
Bruce Larsen Presidential Brokerage
David Lawyer First Command Financial Planning
Chad Leigh Exit amp Retirement Strategies
Dennis A Leonida Raymond James Page 17
Mark Levine US Bancorp Investments
Richard Jason Levine Synergy Financial Partners
Michael Lincoln Lincoln Financial Services
David Loos Charles Schwab amp Company
Ronald C Lottridge Catalyst Financial Strategies
Josh David Lozow Transitions Wealth Management
Tad Michael Lyle Planning Resources
Kimberly Kaye Maez Ameriprise Financial Services Inc
Adam Makkai Makkai Capital Management
Joel Thomas Martin Denver Money Manager
Quinn A Martinez Clear Creek Investment Services
Marla Mason Presidential Brokerage
Nicole May Ameriprise Financial Services Inc Page 19
Cris Robert McBride NFP Securities
Jason Scott McBride Presidential Brokerage
Angel B McCall Lifetime Financial Strategies
Chad McDonnell Denver Investments
Dennis Means LPL Financial
Dot Mechtenberg Dot Mechtenberg
Terry Melonakis Melonakis Financial
Dita Merritt Ameriprise Financial Services Inc
Harve P Meslin Safe Harbor Financial Group
Ann Marie Milinazzo Hadad-Milinazzo Financial Group
Matthew Stephen Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Shawn Moore Morgan Stanley
J Cameron Morgan AampI Financial Services
David Moritz Ameriprise Financial Services Inc Page 18
C Randal Morris Summit Wealth Group
Jesse Morris Summit Wealth Group
David Morrison Prosperion Financial Advisors
Angela Mueting Thrivent Financial
Ryan S Murphy Ameriprise Financial Services Inc Page 7
Jay A Murray RM Infinity Advisors and Solutions for Tuition
Steve R Musick Destiny Capital
Leslie Myers LPL Financial Page 18
Thomas Nazzaro American Portfolios
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Josh Nelson Keystone Financial Services
Neil Norman Nichols Intentional Wealth
Amy Noel LPL Financial
Brad Noland Wagner Wealth Management
Patrick Nolen Nolen Western
William Norris Robert W Baird amp Company
Daniel Noven Noven Financial Group
Elizabeth OrsquoDonnell OrsquoDonnell Wealth Management Page 16
Daniel OrsquoLeary Quintus Financial Services
Sean OrsquoNeill Raymond James
Karen Ogard Robert W Baird amp Company
Dominick Paoloni SMG Partners
Charles Gregory Parr Ameriprise Financial Services Inc
Jeffrey Payne Aspen Wealth Management
Russell Petrin Morgan Stanley
Mary Lee Pierce Ameriprise Financial Services Inc Page 18
Sybil Praski Prosperion Financial Advisors
Christine Raines Azimuth Wealth Management
Jerry R Reiff Morgan Stanley
James A Reinig Reinig amp Associates
David Repka Creative Financial Solutions
Keith Robinson Morgan Stanley
Heather Kristin Roentz Merrill Lynch
Carole L Rominger Full Circle Wealth Management
Eric Rosel Morgan Stanley
Kevin W Ruebesam Thrivent Financial
Karen K Salvatore Shine Investment Advisory Services
Greg Schowe LotusGroup Advisors
Daniel B Schultz Ameriprise Financial Services Inc
Gregory Phillip Seal Seal Financial Services Page 2
Kara Sekavec LPL Financial
Eileen M Sharkey Sharkey Howes amp Javer
Michael Sherman Crestone Capital Advisors
Judith Shine Shine Investment Advisory Services
Andrea Shortino Ameriprise Financial Services Inc
Gary Brian Sidder Life Transition Planners
R Brady Siegrist Janiczek amp Company
Michael G Simmons Transitions Wealth Management
Mark Sindrich Sindrich amp Associates Page 17
Mark Smith MJ Smith and Associates
Mark Andrew Solinski First Allied Securities
Paul Staib Staib Financial Planning
Keith Stechmesser Thrivent Financial
Kelly Stecklein Capital Evolution Group
Stephen L Stribling Morgan Stanley
Kevin Patrick Sullivan Sullivan amp Associates
Marilynne Tarrall NewWest Advisors
Matthew H Tepoorten Charles Schwab amp Company
Mark E Thomas Townsend Retirement Specialists
Kris Tower American Portfolios
Deborah A Towers Towers Wealth Management
Jeff Townsend Townsend Retirement Specialists
Jennifer Trembley Ethos Financial PartnersAmeriprise Financial Services Inc
Scott Tremlett Charles Schwab amp Company
Laura Uchida Invest Financial
James Urbonas Ascent Financial Advisors
Maria Dolores Vargas LPL Financial
Jack Venable Ethos Financial PartnersAmeriprise Financial Services Inc
Gary Wagner Wagner Wealth Management
Rhonda Wagner Ameriprise Financial Services Inc
Carole Wagner-Grauer MetLife
Cortney Walker GW Wealth Management
Damian Walsh Ameriprise Financial Services Inc
Nathan Wangerin Thrivent Financial
Sterling Warburton Raymond James Page 15
Kenneth P Warner Ameriprise Financial Services Inc
Timothy Waters Triumph Capital Management
Rick Watson The Milestone Group
Marilyn S Weaver Presidential Brokerage
Charles Matthew Wernig The Browning Group II
Janet White Shine Investment Advisory Services
Zoe Whitmore Ameriprise Financial Services Inc
Brenda E Wille-Cope First Financial Strategies
Brian Williams GampW Wealth Management
Craig E Williams Williams Investment Network Page 18
Bart Writer Wealth Concepts
Charlene Zahn-Busch Zahn Financial Services
Ron Zimmermann Morgan Stanley Page 12
Diane Zing Trilogy Financial Services
InsuranceMark D Arlen Lincoln Financial
Advisors
Henry Geyelin Carpenter Ameriprise Financial Services Inc
Michael Edwards COPIC Financial Services
Matthew Grant Gehring Summit Wealth ManagementAmeriprise Financial Services Inc
InvestmentsKenneth Acampora Durable Wealth
Management
Patrick Adams PVG Asset Management
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
ww
wfivestarprofessionalcom
FSbull22
Award winners listed by primary services and listed alphabetically by last name
Bruce G Allen Bruce G Allen Investments Page 9
Candace Lee Allen Wells Fargo Advisors LLC
Philip Sheridan Almon Wells Fargo Advisors LLC
David Anderson Triad Financial Group
Douglas Maurice Applegate Edward Jones
John Arnold Wells Fargo Advisors LLC
Willis Ashby Integra Financial
Daniel L Austin Thrivent Financial
Stephen Avis Wells Fargo Advisors LLC
Hugh C Bandy Edward Jones
Gordon Bauer LPL Financial
Andy Beasley The Milestone Group
Brad Bickham Sargent Bickham Lagudis
Donald Billings Charles Schwab amp Company
Kenneth Blair Edward Jones
Patrick A Bloomfield Wells Fargo Advisors Financial Network LLC
Donna M Boender Wells Fargo Advisors LLC Page 19
Brian Boudreau Edward Jones
Sara D Boyd CoBiz Wealth
Jeffery Wayne Bruce Edward Jones
Barry C Bruner Wedbush Securities
Keith Bryant RBC Wealth Management
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
James Callahan Janiczek amp Company
William I Callender Lincoln Financial Advisors
Robert M Campbell Wells Fargo Advisors LLC
John Carnes Edward Jones
Mark William Christofferson Wells Fargo Advisors LLC
John Claxton Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 18
William H Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
Travis Cook Travis CookAvant Garde Advisors
David Arthur Cooper Edward Jones
Tony Coppola The Milestone Group
John R Cormey CoBiz Wealth
James Bryan Cornehlsen Capstone Investment Financial Group
Jonathan D Cox Morgan Stanley
Jordan Curry Morgan Stanley
Patty Delucas Wells Fargo Advisors LLC
Warren Greg Denewiler Denewiler Capital Management
Neil P Dermody Wells Fargo Advisors LLC
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Edward Dickey INS Capital Management
Angus Elder Dillon Wells Fargo Advisors LLC
Robin A Dillon Wells Fargo Advisors LLC
Phil Dispense Morgan Stanley Page 12
Matthew Dolan Edward Jones
Neil Draxler Edward Jones
Greyson Drexel Wells Fargo Advisors LLC
Stephen Drexler Wells Fargo Advisors LLC Page 14
Steve Durman Wells Fargo Advisors LLC
Todd A Dussex LPL Financial
Melissa Dyer Raymond James Page 17
David Huber Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC
Steven Ehrman LPL Financial
Geoff Eliason Peak Capital Management
Steve Ellis Colorado Capital Management
Trevor J Emery ACM Wealth Solutions
Galina Y Esterby Morgan Stanley
Nanette Fahrenbruch Edward Jones
Robert Farris Wells Fargo Advisors LLC
Richard Fishel The Fishel Group
Gustin D Fox-Smith Fox-Smith Wealth Management
Kirk Aaron Freedle Innovative Financial Partners
Brian Friedman GHP Investment Advisors
Mark Frohlich Wells Fargo Advisors LLC
Marc Gaudreault Western Wealth Advisors
Geoffrey Todd Gervasini Wakefield Asset Management
Bob Gibson Edward Jones
David Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Jason Kessler Gocke Edward Jones
Kevin James Goldin Morgan Stanley
Stephen Gordon Cornerstone Asset Management
Mark Griffin Wells Fargo Advisors LLC
Elbert Clark Griggs Griggs Wealth Management
Randy R Grose Cherry Creek Retirement Advisors
Edgar George Aaron Gumbiner Marathon Investment Management
Robert Guthrie Merrill Lynch
Melanie Hanby Asset One
Beth Haney Edward Jones
David Hansen Meridian Wealth Management
Guy Harris Edward Jones
Theodore Harris The Milestone Group
Robert L Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley
Tara Hefty-Hume Peak Asset Management
Katherine Heidtbrink Wells Fargo Advisors LLC
Lynn Zickefoose Hendricks Hendricks Financial Services
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Philip Holbert Robert W Baird amp Company
Michael J Hood Morgan Stanley Page 19
Jeffrey Huff Redpoint Capital Management Page 17
Kyle Hurt Lifetime Capital Management
Jeffrey Hutcheson Edward Jones
Eric Jasper Edward Jones
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 7
Nicholas Ryan Jones Morgan Stanley
Steven T Jones Tenacity Investment Group
Robert Hunter Junge Hunter Retirement amp Wealth Management
Linda S Kalat Morgan Stanley
Laurence J Kandel Obermeyer Asset Management Company Page 18
Brandon Kane Wells Fargo Advisors LLC
Craig Lee Kinnunen Janiczek amp Company
Eric Koeplin The Milestone Group
Leon Koob Wells Fargo Advisors LLC
H Scott Koplar Ameriprise Financial Services Inc
Joseph Kozmata Raymond James Page 16
David Kraatz Morgan Stanley
Bradley Kreidle Mainline West
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Porter Landreth Asset One
Leasha K Larsen Edward Jones
Brian C Larson Edward Jones
Daniel Kit Lassen Ameriprise Financial Services Inc
Lori Taylor Lawrence Western Equity Group
Timothy Lawrence Millennium Portfolio Advisors
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
Mark Liley Wells Fargo Advisors LLC
Christopher Long Ameriprise Financial Services Inc
Brad A Lundberg Edward Jones
Bruce Lutz MetLife
Andy Lyford Charlton Investment Services
Christopher Ryan Lynett Wells Fargo Advisors LLC
Tupper MacDowell Robert W Baird amp Company
Leslie A MacGuire LPL Financial
Peter Noel MacMillan Edward Jones
Gary Mangelsdorf LPL Financial
Ted J Manzanares MetLife
Keith O Marks Openheimer amp Company
Raphael Andre Martorello LotusGroup Advisors
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
FSbull23
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
Award winners listed by primary services and listed alphabetically by last name
Tanya Rebekah Mathews Meridian Wealth Management
Roger D Maurer Maurer amp Associates Page 10
John McCorvie Peak Asset Management
Colin Michael McCoy CGC Financial
Janet L McCoy Seal Financial Services Page 2
Michael McDonald LPL Financial
Richard C McDowell LPL Financial
Brent McGibbon McGibbon Asset Management Page 12
David W Mckinlay David W Mckinlay ChFC
Patricia Anne McNamara Cherry Creek Investment Advisors
Brandy Shera Merriam Ameriprise Financial Services Inc
Craig Louis Miller Morgan Stanley
Lauretta C Moell Wells Fargo Advisors LLC
Rebecca Moreland Robert W Baird amp Company
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management
John P Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Jesse Brooks Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Thomas V OrsquoDonnell Ameriprise Financial Services Inc
Adam OrsquoHair Edward Jones
Mike Oakes Wells Fargo Advisors LLC Page 19
James M Olson Morgan Stanley
David L Overton Halbert Hargrove Global Advisors
Jay Oyer Merrill Lynch
Mark Paller Paller Financial Services Page 15
Daniel Palm Robert W Baird amp Company
Michael Arris Pappas LPL Financial
Christopher Parsons Wells Fargo Advisors LLC
David C Partheymuller The Normandy Group
Edward William Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Craig Perkins CDP Financial
Roy Persky LPL Financial
Kirk R Peterson Peterson Financial Services
Bryan Pieper Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Victoria Lynne Pinder VP Financial Options
Patrick Eugene Pogue Edward Jones
Gary Poling Raymond James
Brent Powell GWN Securities
Mitchell Powers Investment Security Group
Julie F Pribble CoBiz Wealth
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 16
Walter John Rasmussen Morgan Stanley
Natalie Robbins Edward Jones
Bret Allen Roberts Morgan Stanley
Richard Rust Investment Security Group
Richard Sage LPL Financial
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Catherine Stahl Scheuber LPL Financial
Shelley Schlossberg CastleMountain Financial Page 18
Stacia Schmalzer MetLife
Max Scholfield Scholfield Wealth Management
David Schreiber Edward Jones
Kathleen Scott Cherry Hills Investment Advisors Page 13
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones
Steven Setchfield Setchfield Associates
Andleib Seth LotusGroup Advisors
Lesley Shiffrin NTB Advisors
David Burns Siebert First Financial Equity Corporation
Scott W Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Timothy Soderquist Morgan Stanley
Ann Foster Sparks Wells Fargo Advisors LLC
Eric J Srodulski Edward Jones
Richard Alan Stonger Merrill Lynch
William Stordahl Stordahl Capital ManagementWells Fargo Financial Network LLC
Jeffrey R Stotler Edward Jones
Paul Stratton Edward Jones
Adam Jason Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Greg Stringari Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Lee Strongwater Colorado Capital Management Page 19
Peter Lee Swanson Edward Jones
Theodore Swenson LPL Financial Page 19
Jeffrey Swingle Edward Jones
Eric Swope Ameriprise Financial Services Inc
Hony Mahone Tarrall NewWest Advisors
Scott Taylor Value Financial Advisers
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Betsy Thorpe Wells Fargo Advisors LLC
Dustin Tidwell Latitude Financial Group
Herman Tiemens II Wells Fargo Advisors LLC
Kristy Tochihara Morgan Stanley Page 13
Richard Todd Innovest Portfolio Solutions
Vernon Lee Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
Charles Turner The Mutual Fund Store
Martha Turner Edward Jones
David Twibell Custom Portfolio Group
Vincent William Valentine First Financial Strategies
Carin Wagner GHP Investment Advisors
Victor M Walker Wells Fargo Advisors LLC
Chester Wallace Quintus Financial Services
Greg Wambolt Wambolt amp Associates Page 18
Jeff J Warren Wells Fargo Advisors LLC
Robert Webster Webster Investment Advisors
Richard E Weintraub Meridian Wealth Management
Ward Welles Wells Fargo Advisors LLC
Noel Todd Wickwar Morgan Stanley
Chad A Williams Aveo Capital
Don K Williams WMS Financial Group
TH Williams Wells Fargo Advisors LLC
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Matthew Edward Winter Wells Fargo Advisors LLC
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Todd Warren Young Edward Jones
Michael G Zahler Wells Fargo Advisors LLC
Steven Zahorik Wells Fargo Advisors LLC
Curtis A Zeigler Capital Management Group
Jonathan Zeschin Essential Investment Partners
Matthew Ziereis Wells Fargo Advisors LLC
TaxationBruce Bendell Transitions Wealth
Management
Alan Piehl Alan R Piehl CPA
Trust ServicesRichard W Phillips Wells Fargo
Advisors LLC
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star A
ccou
ntin
g an
d E
state Plan
nin
g P
rofessio
nals
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wwfivestarprofessionalcom
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Five Star Accounting and Estate Planning ProfessionalsHow do you find an accounting or estate planning professional with experience who has a good base of cl ients 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
accounting and estate planning professionals who satisfy 10 objective eligibility and e v a l u a t i o n c r i t e r i a A m o n g m a n y distinguishing attributes the average one-year client retention rate for this yearrsquos award-winning certified public accountants is more than 96 percent Meanwhile our winning estate planning attorneys clock an average of 78 percent of their hours as billable
The 2014 Five Star Certified Public Accountants and Estate Planning Attorneys are a select group representing less than 1 percent of the certified public accountants and 3 percent of the estate planning attorneys in the Denver area
Although this list is a useful tool for anyone looking for help with accounting or managing their estate it should not be considered exhaustive Undoubtedly there are many excellent accounting and estate planning professionals who for one reason or another are not on this yearrsquos list Self-nominations for this award are not accepted Denver award candidates were identified using internal and external research data
AWARDA Select
Award candidates who satisfied the following objective eligibility and evaluation criteria were named 2014 Five Star Certified Public Accountants or Estate Planning AttorneysOF AWARD WINNERS
Determination
Regulatory ReviewAs defined by Five Star Professional the accounting or estate planning professional 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 candidate Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists
bull Each candidate who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed abovebull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a potential winnerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use taxation or estate planning services in order to provide consumers the
opportunity to submit complaints regarding a potential winner
Eligibility Criteria ndash Required1 Credentialed licensed attorney 2 Actively employed as a credentialed professional in
the estate planning services industry for a minimum of five years
3 Favorable regulatory and complaint history review 4 A minimum of 50 percent of practice focus on estate
planning services 5 Accepting new clients
Evaluation Criteria ndash Considered 6 Number of transactions in last 12 months 7 Number of client households served 8 Industry and board certifications 9 Education and professional designations 10 Pro bono activities
Estate Planning AttorneysEligibility Criteria ndash Required 1 Credentialed Certified Public Accountant (CPA)2 Actively employed as a credentialed professional in
the accounting services industry for a minimum of five years
3 Favorable regulatory and complaint history review4 Accepting new clients5 Spend more than 50 percent of their time on taxation
or other accounting services
Evaluation Criteria ndash Considered6 One-year client retention rate7 Five-year client retention rate8 Number of clients served9 One-year billing realization rate10 Educat ion and profess ional des ignat ions
certifications
Certified Public Accountants
2014 Denver
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
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SPECIAL ADVERTISING SECTION
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
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Daniel C Doherty
357 Main StLongmont CO 80501
Phone 303-532-2880Fax 303-532-2990dandanieldohertylawcomwwwdanieldohertylawcom
bull Estate planning taxation wills and trusts bull Estate probate and trust administration bull Business formation and succession planning
How Might We Be of Service to You
Never has a client asked that their estate or business planning be complicated diffi cult to understand or costly Everyone wants to keep it simple Unfortunately onersquos circumstances may require us to shift further up the continuum of complexity to resolve the challenge I strive to communicate with my clients in plain English to enable them to fully understand the pros and cons of the options available and the planning I propose
Juris DoctorateMaster of Laws of Taxation
Mira Fineacute
1999 Broadway Ste 4000Denver CO 80202
Offi ce 303-298-9600mfi neheincpacomwwwheincpacom
bull Service rooted in integrity listening and respectbull Technical knowledge to achieve identifi ed goals bull Independent thinking to provide objective advice
Connecting With Clients to Reach Their Goal
Mira has the ability to connect with clients and maintain open and constant communication to help drive decisions Using a solutions-based approach ideas and thoughts are shared in a collaborative environment with the focus on what is best for the client Mira believes various perspectives and points of view are important in achieving the best outcome which ultimately leads to prosperous and satisfi ed clients
Partner National Director of Tax Services
Ryan Senger
6000 Greenwood Plz Blvd Ste 125Greenwood Village CO 80111
Direct 303-488-7575Offi ce 303-488-7570RyanBorchardtSengercomwwwBorchardtSengercom
bull Comprehensive tax compliance servicesbull Intelligent tax planning strategiesbull Expert support for high-net-worth clients
Level of Service You Deserve
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 15 years of public accounting experience He has extensive experience working with partnerships S corporations and individuals Our fi rmrsquos focus is to provide accurate and timely advice to assist our clients in making informed business and personal tax decisions
Partner CPA MT
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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SPECIAL ADVERTISING SECTION
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Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
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Success requires
patience discipline
and diligence
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Award winners listed by primary services and listed alphabetically by last name
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
AccountingMarilyn Burnside Marilyn R
Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey and Company Professional Corporation
Mona Feeley WhippleWood CPAs
Mira Fineacute Hein amp Associates Page 25
Brenda A French Brenda A French CPA
Lenae Jackson May Jackson Hendrick
Gary Jacobs Gary A Jacobs and Associates
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Eric Lake Holben Hay Lake Balzer CPAs
Daniel Noven Noven amp Associates
Alan Piehl Alan R Piehl CPA
William Rooney Crowe Horwath
Ken Saliman Smith Brook Bolshoun amp Company
Mark L Sanders Mark L Sanders CPA
Michael V Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates Page 25
Joey Simon Smith Brook Bolshoun amp Company
Ernest Villany Boulder Valley CPAs
Donna J Ward Ward amp Associates CPAs
Richard Whipple WhippleWood CPAs
Gregory Zick Zick Business Advisors
Estate PlanningMichael Bland Bryan Cave
James W Buchanan III Buchanan amp Stouffer
Nancy R Crow Pendleton Wilson Hennessey amp Crow
Frank J Danzo III Chayet amp Danzo Page 26
Daniel Doherty Doherty Law Office Page 25
John Eckstein Fairfield and Woods
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
William Krems Davis Graham amp Stubbs
James Littlepage James Littlepage Law Offices
Nathan Merrill Goodspeed amp Merrill
David Osterman Osterman Law Firm
Jane Paddison Jane Caddell Paddison
Kristin Pineiro Wallace Scott
Daniel Rich Steele Street Bank amp Trust
Timothy Scott Wallace Scott
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 26
650 S Cherry St Ste 710Denver CO 80246Office 303-355-8500FrankColoradoElderLawcom
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
EstateBusiness Planning Elder Law
600 17th St Ste 2800Denver CO 80202Office 303-226-5861kzaloudekmshzlawcomwwwmszhlawcom
Kevin Zaloudek
Mills Schmitz Halstead amp Zaloudek has built a reputation of providing legal services without the customar y overhead of a typical law firm With practice areas ranging from tax and litigation to real estate and IP law Mills Schmitz Halstead amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Three-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Senior Registered Associate
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 27 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 24 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120Boulder CO 80302
Kristy 303-545-1844Noel 303-545-1845
kristytochiharamorganstanleycomwwwmorganstanleyfacomtochiharaculberson
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Cherry Hills Investment Advisors IncHelping You Navigate Your Financial Future
bull Dedicated professionals with decades of experience and training
bull Comprehensive investment management and fi nancial planning advice
bull Serving the Colorado community since 1999
Left to right Seated Chelsey Knight Client Services Manager 2014 winner Kate Scott CFPreg CPA Principal Standing Elisabeth Jacobson Investment Advisor 2014 winners Valerie Antonioli CFPreg Principal and Susie Johnston CFPreg Principal and Founder
Cherry Hills Investment Advisors is a wealth management fi rm that works with individuals families and small businesses to design and implement personalized fi nancial strategies Throughout each lifecycle event we serve as our clientsrsquo fi nancial advocate and provide thoughtful counsel on a wide range of wealth management issues We welcome this opportunity to further introduce our fi rm
8400 East Prentice Avenue Suite 1010Greenwood Village CO 80111
Offi ce 303-703-4560
infochiaplancomwwwchiaplancom
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Drexler Groupof Wells Fargo Advisors
bull Disciplined portfolio risk management
bull Process-driven results
bull Personalized goals-based wealth management strategies
Left to right Frank Djonbalaj Mick Pepper Susie Kaufman 2014 winner Stephen Drexler Je Byers
Our focus at the Drexler Group is to simplify enhance and preserve our clientsrsquo fi nancial well-being We hold ourselves to the highest level of accountability as we work in partnership with our clients helping them reach their fi nancial goalsOur belief is that ldquodiscipline is more important than convictionrdquo when it comes to managing risk
102 South Tejon Street Suite 1000 10th FloorColorado Springs CO 80903
Offi ce 719-636-8000Direct 719-636-8044
stephendrexlerwfadvisorscom wwwthedrexlergroupcom
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02994]
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
Top five questions that wealth managers want clients to answer
From research conducted by Five Star Professional April 2011
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce 303-200-1441Cell 719-210-6817toddwarburtonraymondjamescomFrontRangeFinancialConsultingcom
bull Retirement planningbull Custom portfolio managementbull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPCThis award is bestowed by an independent third-party organization not affiliated
with Raymond James
Senior Vice President ndash Investments Branch Manager
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce 303-689-7424Toll-free 800-991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 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
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial 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
Private Wealth AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
Patricia Kummer
8871 Ridgeline Blvd Ste 100Highlands Ranch CO 80129
Offi ce 303-470-1209patkummerfi nancialcomwwwkummerfi nancialcom
bull Creating ethical solutions for 28 years bull Objective personal guidance bull Tailored wealth accumulation strategies
Creating Financial Peace of Mind
KFS is a dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Come experience our full-service personal attention to your specifi c needs We provide fi nancial services education and advice to professionals and families
CERTIFIED FINANCIAL PLANNERtrade
Mark R Paller
68 Inverness Ln E Ste 203Englewood CO 80112
Offi ce 303-858-0045markpallerpallerfi nancialcomwwwPallerFinancialcom
bull Established in 1997 bull Independent and transparent bull Operates under a fi duciary standard
You Are the Only One Who Counts
Paller Financial is dedicated to asking the tough questions of why how and what if By doing so we increase the probability of executing a successful fi nancial plan Our work is designed to manage risk secure appreciation and create regular income Integrated with the proper legal documents the outcome becomes self-evident
CPAPFS CFPreg CLUreg ChFCregcopy Five
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Tom Abboud
6383 S Rifl e StAurora CO 80016
Offi ce 720-252-6004TomAbboudLPLcomVeritasfi nancialplanningcom
bull Truthful honest and upfront on everything bull First priority is your fi nancial success bull Customized fi nancial plans that fi t you
Veritas Noun Latin Meaning Truth
The pursuit of meaningful goals is something we all share Whether yoursquore planning for retirement to fund education for your children or grandchildren or to leave a legacy for the next generation Veritas Financial Planning can help you succeed With an understanding of individual needs and goals we will implement a personalized wealth management plan then monitor and adjust it as necessary to help you achieve those goals
LPL Financial Planner
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
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade professional 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 CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 2013 and 2014
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC This award is bestowed by an independent third-party organization not affiliated with Raymond James
CFPreg CFAreg
Sandon Purcell
Purcell Capital Management 5299 DTC Blvd Ste 210Greenwood Village CO 80111
Offi ce 303-800-3350Toll-free 888-338-4713
sandonpurcellwfafi netcomwwwpurcellcapitalcom
bull More than 60 years of combined experiencebull Multigenerational servicesbull Dividend-oriented income strategies
A Team Approach to Assist
It is our mission to always be committed to our core values of client service integrity and honest advice Because we have the support of a large fi rm such as Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone we believe we are able to off er our clients the very best possible experience Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate of
Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0814-05500 ]
Branch Manager
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80209Phone 303-331-6434elizabethovoyafacom wwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
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 makes 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 o ered through Voya Financial Advisors Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by Voya Financial Advisors
Financial Advisor MBA University of Colorado
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone 303-792-7340 Ext 2Direct 720-209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
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 CERTIFIED FINANCIAL PLANNERtrade 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 Five Star Wealth Manager 2012 2013 and 2014 Securities o ered through Raymond James Financial Services Inc Member FINRASIPC This award
is bestowed by an independent third-party organization not a liated with Raymond James
CFPreg MBA
Mark Sindrich
1490 S Pearl StDenver CO 80210
Offi ce 303-744-8899Toll-free 800-825-8259infosindrichcomwwwsindrichcom
bull Clarity confi dence consensus accountabilitybull Answers to the what-ifs that keep you up at nightbull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions that are clear and simple to each of our clientsrsquo unique fi nancial needs We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be o ered through NFP Advisor Services LLC Member FINRASIPC NFP Advisor Services LLC is not a liated with Sindrich amp Associates
CERTIFIED FINANCIAL PLANNERtrade
Dennis A Leonida
Raymond James Financial Services Inc 8400 E Prentice Ave Ste 1100Greenwood Village CO 80111
Offi ce 303-629-7500Toll-free 800-268-2689
dennisleonidaraymondjamescom
wwwraymondjamescomcfg
bull Comprehensive fi nancial planning bull Business continuity planning bull Employee benefi ts planning
Personalized Financial Planning
Our mission is to create an innovative client experience Through our tireless client service and industry-leading research we focus on assisting our clients in not only defi ning their fi nancial goals but more importantly developing a plan to achieve them
Securities offered through Raymond James Financial Services Inc Member FINRASIPCThis award is bestowed by an independent third-party organization not affiliated with
Raymond James
ChFCreg CLUreg
Jeffrey T Huff
6400 S Fiddlerrsquos Green Cir Ste 1840Greenwood Village CO 80111Offi ce 720-963-6120Cell 303-888-5511jeff reyhuff wfafi netcom
bull Highly personalized service and advice bull Customized portfolio management bull Retirement income and risk management
Professional Advice With Integrity
For over 26 years Jeff has provided his clients with customized comprehensive wealth management strategies and unbiased advice Talk to us if you seek a rich honest dialogue about your individual investment goals and challenges
Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate
of Wells Fargo amp Company Redpoint Capital Management is a separate entity from WFAFN [CAR 0914-02327]
President Branch Manager
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SPECIAL ADVERTISING SECTION
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
23596 Currant DrGolden CO 80401Phone 303-384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
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
CFPreg President LPL Registered Principal
CastleMountain Financial Services Inc
3200 Cherry Creek S DrSte 480Denver CO 80209Phone 303-733-4305lonnyobermeyerassetcomwwwobermeyerassetcom
Laurence J Kandel
I would like to thank our wonderful clients for their continued loyalty
Rankings andor recognition by una liated rating services andor publications should not be construed by a client or prospective client as a guarantee that heshe will experience a certain level of
results if Obermeyer is engaged or continues to be engaged to provide investment advisory services nor should it be construed
as a current or past endorsement of Obermeyer by any of its clients A copy of Obermeyerrsquos current written disclosure statement discussing its advisory services and fees is available upon request
Vice President Investments and Client Advisory
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office 720-836-4534
David W Moritz
I work one-on-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
Financial Advisor CFPreg
2229 S Joliet Way Aurora CO 80014 Direct 303-306-6639 katiecollinslplcom wwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 30 years of experience mdash Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
4419 Orofino CtCastle Rock CO 80108Office 303-663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
An Ameriprise Platinum Financial Servicesreg practice I help my clients plan for their dreams through a comprehensive financial planning approach and long-term investment 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
Financial Advisor CFPreg CLUreg
7665 E Windford StParker CO 80134Office 303-805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams works with high-net-worth individuals family offices and business owners to build sophisticated investment portfolios containing stocks bonds and other asset c lasses that emulate the endowment-style investing employed by large institutional investors
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Myers Financial Limited650 S Cherry St Ste 1250Denver CO 80246Office 303-393-0340Cell 303-319-1752lesliemyerslplcomwwwlplcomlesliemyers
Leslie A Myers
Leslie Myers treats her clients as partners in the investment and management of their assets Her personal touch which focuses on the individual as well as the family needs and wants has enabled her to generate new clients while maintaining a loyal clientele for many years
Securities o ered through LPL Financial Member FINRA SIPC
CFPreg MBA CLUreg ChFCreg LPL Financial Planner
13976 W Bowles Ave Ste 200Littleton CO 80127Office 720-962-6700Cell 303-808-4767wwwwamboltandassoccom
Greg Wambolt
Truth is wealth wonrsquot manage itself Reaching your goals takes a team dedicated to you mdashnot to their firm Our process is proven to identify planning gaps reduce complexity and deliver the best rate of return possible Itrsquos why successful people call on us to grow and protect their wealth Greg ldquoFinish Strongrdquo Wambolt is a f ly fisherman and a sport clay shooter
CFPreg CLUreg ChFCreg
If yoursquore in this business for money
alone you will never make it You have to
genuinely want to make a difference in your
clientsrsquo lives
mdash Five Star award winner
copy Five
Star
Professional
copy Five
Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
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ealth M
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1801 13th St Ste 200Boulder CO 80302Office 303-541-2047michaeljoakeswellsfargocom
Mike Oakes
For nearly a decade Mike has helped clients implement investment strategies and feel confident in their financial decisions Contact Mike Oakes for a consultation
Wells Fargo Advisors LLC Member SIPC is a registered broker-dealer and a separate non-bank a liate of Wells Fargo amp Company
[CAR 0814-03128]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor
5610 Ward Rd Bldg 100 Ste 110Arvada CO 80002Office 303-393-2456tedswensonlplcomswensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
Denver CO 80202Office 720-399-5555Cell 720-495-1317DerekETriumphCapitalManagementcomTriumphCapitalManagementcom
Derek N Eichenwald
Mr Eichenwald assists clients of Triumph Capital LLC on their l ifetime financial and strategic goals through sound asset management risk planning retirement planning and advanced estate planning techniques
1610 Wynkoop Street Suite 550 Denver CO 80202Securities o ered through JP Turner amp Company LLC (Member SIPC) JP Turner amp Company LLC is not a liated with Triumph Capital LLC
JPT090914-1519
CEO and Senior Investment Executive
8751 E Hampden Ave Ste B-10Denver CO 80231Phone 303-243-5722jimmyhassonlplcomwwwhassonfinancialscom
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 investment advisory retirement planning and education planning
Securities o ered through LPL Financial Member FINRASIPC
CERTIFIED FINANCIAL PLANNERtrade
4430 Arapahoe AveBoulder CO 80303Office 303-444-9300leecoloradocapcomwwwcoloradocapcom
Lee Strongwater
Integrity Quality Results
At Colorado Capital Management we seek to understand the purpose money serves for you before we put it to use We do this by listening and understanding what is most important and then by designing a prudent plan for you to achieve your cherished goals
Financial Advisor
5251 DTC Pkwy Ste 1500Greenwood Village CO 80111Office 303-925-9648michaeljhoodmorganstanleycommorganstanleyfacomhood
Michael J Hood
As your financial advisor I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve 2014 Five Star award winner
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP
(with ame design) in the US copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President CFPreg
7979 E Tufts Ave Ste 715Denver CO 80237Direct 303-689-7480nicolemayampfcomameripriseadvisorscomnicolemay
Nicole May
What are your dreams and goals for retirement I am passionate about working with my clients and want them to experience financial confidence now and in retirement It starts with a conversation discussing cash reserves debt management investments and taxes
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
Financial Advisor CERTIFIED FINANCIAL PLANNERtrade professional
7979 E Tufts Ave Ste 715Denver CO 80237Phone 303-689-7448raeyanexfarrellampfcomameripriseadvisorscomraeyanexfarrell
Raeyane Farrell
Whether itrsquos a long way off fast approaching or already a reality you have dreams and goals for your retirement I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs
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
MBA Financial Advisor
Wells Fargo Advisors LLC3200 Cherry Creek S Dr Ste 100Denver CO 80209Phone 303-248-0842Toll-free 800-777-1401DonnaBoenderWFAdvisorscom
Donna M Boender
Donna Boender CERTIFIED FINANCIAL PLANNERtrade 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 Visit wwwWFAdvisorscomdonnaboender
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02380 91514]
Senior Vice President ndash Investment Officer
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
ww
wfivestarprofessionalcom
FSbull21
Award winners listed by primary services and listed alphabetically by last name
Business PlanningMark Goodside Retirement
Solutions of Colorado
William E Roberts AUCTORIS
Bernard Taillon Triad Financial Group
Kerry Linn Walker Business Owner Solutions
Estate PlanningRichard H Hartmann AUCTORIS
Reid M Johnson MBA Wealth Management
Financial PlanningChad Aaberg Thrivent Financial
Thomas Abboud Veritas Financial Planning Page 16
Chad Michael Alevras Gregory amp Associates
Vasil W Allabashi Wealth Strategies Group Page 4
Gregory Robert Anderson GRAnderson Wealth Management Group
Valerie Antonioli Cherry Hills Investment Advisors Page 13
Nathan M Archuleta Summit Wealth Group
Craig Arfsten Prosperion Financial Advisors
Terri Ashton Townsend Retirement Specialists
Colleen Askew Knopinski amp Fauver Financial Advisors
Mark Autterson Win Advisor
Stephen Baker Ameriprise Financial Services Inc
Ali Barghelame Barghelame Wealth Advisors
Linda R Barker Ethos Financial PartnersAmeriprise Financial Services Inc
John T Barry Barry Financial Services
Jeffrey Bartleson Ameriprise Financial Services Inc
Bob Bastiaans Ameriprise Financial Services Inc Page 15
Dana Bath Aveo Capital
Tom Baumler Asset One
Richard Bellmar Bellmar Family Financial
Benjamin Wills Bender Raymond James
John R Bennett First Command Financial Planning
A Raymond Benton Benton amp Company
Amy Berk Ameriprise Financial Services Inc
David Billingslea Ameriprise Financial Services Inc
Matthew R Blake My Portfolio Guide
Mitchell Lewis Bloom Bloom Financial
Thomas Boh Robert W Baird amp Company
Steve Booren Prosperion Financial Advisors
Kean Boucher Boucher Wealth Management Group Page 5
Paula Boyka Raymond James
Carol Rogers Breglio Ameriprise Financial Services Inc
Michael J Broker Trilogy Financial Services
Mark R Brown Brown amp Tedstrom
Michael V Brown Morgan Stanley
JA Tyler Browning II The Browning Group II
James Roland Brubaker Exit amp Retirement Strategies
Stephen Brubaker Exit amp Retirement Strategies
Christopher P Bruhl LPL Financial Page 11
Stephanie Bruno SBWA
Matthew Carpinelli AFC Wealth Management Group
Madison Anne Carter Morgan Stanley
Karlton D Childress Sharkey Howes amp Javer
Loretta Chiofolo Ameriprise Financial Services Inc
Michael Cohen Lincoln Financial Advisors
Michael Anthony Coleman Ameriprise Financial Services Inc
Richard P Costner G5 Financial Group
Seth Davis RMB Capital
LeeAnn Day LPL Financial
Jordan Dechtman Jordan Dechtman Wealth Management
Louis M DeNiro Ameriprise Financial Services Inc
John Diak Oatley amp Diak
Christopher James Dietz Morgan Stanley
Jeffrey Donahue Donaco Financial Services
Kathleen Drake Ameriprise Financial Services Inc
Pamela Dumonceau Asset One
Robert Eberhardt AampI Financial Services
Mike Edwards Morgan Stanley
Deborah Eggleston The Partners Group
Derek Nathan Eichenwald Triumph Capital Management Page 19
Bret A Elliott Elliott Financial
Daniel D Ellis US Bancorp
Chad Ernzen The Mutual Fund Store
Jason Evans New England Securities
John Wayne Farlow Financial Abundance
Raeyane Farrell Ameriprise Financial Services Inc Page 19
Alexander N Feick Paragon Capital Management
Lawrence Finch G5 Financial Group Page 3
David Findlow Charles Schwab amp Company
Nelisha Firestone Firestone Financial Group
Keith Ryan Fisher Financial Designs
Andrew Flanscha Thrivent Financial
Tamara Fontenot Ameriprise Financial Services Inc
Scott Forsyth G5 Financial Group Page 3
Elyse D Foster Harbor Financial Group
Karl Frank AampI Financial Services
Kimberly Gieseler LPL Financial
James Graham IV Lincoln Financial Advisors
Gerald A Graham Sr The Timberline Group
Kathryn Greene UMB Private Wealth Management
Janet Greiner American Zang Investment Council
Aaron Grey Denver Money Manager
Robert Edmund Grey Denver Money Manager
Whitney Winslow Grimm Summit Wealth ManagementAmeriprise Financial Services Inc
Jerry L Gruber Greenbook Wealth Management Page 10
Stephanie Gudka CUSO Page 11
Eustis Habighorst Public Service Credit Union
Mimi N Hackley Sharkey Howes amp Javer
Adam Watson Hall LPL Financial Page 11
Lowell Hansen Schaefer Financial Management
Chad Michael Harmon AampI Financial Services
Michael J Harrington Morgan Stanley
Roger Harris R Kent Harris amp Associates
Jimmy Hasson Hasson Financial Page 19
Scott M Hauser Ameriprise Financial Services Inc
Ross Haycock Summit Wealth Group
G Bruce Hemmings Morgan Stanley Page 6
Stephanie Herdahl Lincoln Financial Advisors
Debra K Herrington Vision Financial Services
Jennifer Hilts First Command Financial Planning
Jody Hinsey Greenbook Wealth Management Page 10
Robert Hochstadt GHP Investment Advisors
Robert L Holland Jr Life Transition Planners
Kevin D Hollis First Command Financial Planning
Guy Wesley Holman TCI Wealth Advisors
Gregory Horstman Prosperion Financial Advisors
Brett Howard Cherry Street Partners
Lawrence E Howes Sharkey Howes amp Javer
Andrew C Inman Peoples Investment Professionals
Phil Jacobson Synergy Financial Partners
Joseph Janiczek Janiczek amp Company
Patrick Janssen Ameriprise Financial Services Inc
Joel B Javer Sharkey Howes amp Javer
Karen Jessey Wealth Strategies Group Page 4
Debra Marie Johnson Life Transition Planners
Susan Elizabeth Johnston Cherry Hills Investment Advisors Page 13
Marvin Kark MZ Kark and Associates
David Keller Wealth Strategies Group Page 4
Shawn Kelly Townsend Retirement Specialists
Gary Wayne Keyfauver Raymond James
Zachary Kibby Thrivent Financial
Harold W Kirschner Sharkey Howes amp Javer
copy Five
Star
Professional
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
FSbull21
Award winners listed by primary services and listed alphabetically by last name
Cain Kobert Rocky Mountain Wealth Management
Larry N Koenigsberg Raymond James
Patricia Kummer Kummer Financial Strategies Page 15
Paul Lambert Cherry Street Partners
Bruce Larsen Presidential Brokerage
David Lawyer First Command Financial Planning
Chad Leigh Exit amp Retirement Strategies
Dennis A Leonida Raymond James Page 17
Mark Levine US Bancorp Investments
Richard Jason Levine Synergy Financial Partners
Michael Lincoln Lincoln Financial Services
David Loos Charles Schwab amp Company
Ronald C Lottridge Catalyst Financial Strategies
Josh David Lozow Transitions Wealth Management
Tad Michael Lyle Planning Resources
Kimberly Kaye Maez Ameriprise Financial Services Inc
Adam Makkai Makkai Capital Management
Joel Thomas Martin Denver Money Manager
Quinn A Martinez Clear Creek Investment Services
Marla Mason Presidential Brokerage
Nicole May Ameriprise Financial Services Inc Page 19
Cris Robert McBride NFP Securities
Jason Scott McBride Presidential Brokerage
Angel B McCall Lifetime Financial Strategies
Chad McDonnell Denver Investments
Dennis Means LPL Financial
Dot Mechtenberg Dot Mechtenberg
Terry Melonakis Melonakis Financial
Dita Merritt Ameriprise Financial Services Inc
Harve P Meslin Safe Harbor Financial Group
Ann Marie Milinazzo Hadad-Milinazzo Financial Group
Matthew Stephen Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Shawn Moore Morgan Stanley
J Cameron Morgan AampI Financial Services
David Moritz Ameriprise Financial Services Inc Page 18
C Randal Morris Summit Wealth Group
Jesse Morris Summit Wealth Group
David Morrison Prosperion Financial Advisors
Angela Mueting Thrivent Financial
Ryan S Murphy Ameriprise Financial Services Inc Page 7
Jay A Murray RM Infinity Advisors and Solutions for Tuition
Steve R Musick Destiny Capital
Leslie Myers LPL Financial Page 18
Thomas Nazzaro American Portfolios
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Josh Nelson Keystone Financial Services
Neil Norman Nichols Intentional Wealth
Amy Noel LPL Financial
Brad Noland Wagner Wealth Management
Patrick Nolen Nolen Western
William Norris Robert W Baird amp Company
Daniel Noven Noven Financial Group
Elizabeth OrsquoDonnell OrsquoDonnell Wealth Management Page 16
Daniel OrsquoLeary Quintus Financial Services
Sean OrsquoNeill Raymond James
Karen Ogard Robert W Baird amp Company
Dominick Paoloni SMG Partners
Charles Gregory Parr Ameriprise Financial Services Inc
Jeffrey Payne Aspen Wealth Management
Russell Petrin Morgan Stanley
Mary Lee Pierce Ameriprise Financial Services Inc Page 18
Sybil Praski Prosperion Financial Advisors
Christine Raines Azimuth Wealth Management
Jerry R Reiff Morgan Stanley
James A Reinig Reinig amp Associates
David Repka Creative Financial Solutions
Keith Robinson Morgan Stanley
Heather Kristin Roentz Merrill Lynch
Carole L Rominger Full Circle Wealth Management
Eric Rosel Morgan Stanley
Kevin W Ruebesam Thrivent Financial
Karen K Salvatore Shine Investment Advisory Services
Greg Schowe LotusGroup Advisors
Daniel B Schultz Ameriprise Financial Services Inc
Gregory Phillip Seal Seal Financial Services Page 2
Kara Sekavec LPL Financial
Eileen M Sharkey Sharkey Howes amp Javer
Michael Sherman Crestone Capital Advisors
Judith Shine Shine Investment Advisory Services
Andrea Shortino Ameriprise Financial Services Inc
Gary Brian Sidder Life Transition Planners
R Brady Siegrist Janiczek amp Company
Michael G Simmons Transitions Wealth Management
Mark Sindrich Sindrich amp Associates Page 17
Mark Smith MJ Smith and Associates
Mark Andrew Solinski First Allied Securities
Paul Staib Staib Financial Planning
Keith Stechmesser Thrivent Financial
Kelly Stecklein Capital Evolution Group
Stephen L Stribling Morgan Stanley
Kevin Patrick Sullivan Sullivan amp Associates
Marilynne Tarrall NewWest Advisors
Matthew H Tepoorten Charles Schwab amp Company
Mark E Thomas Townsend Retirement Specialists
Kris Tower American Portfolios
Deborah A Towers Towers Wealth Management
Jeff Townsend Townsend Retirement Specialists
Jennifer Trembley Ethos Financial PartnersAmeriprise Financial Services Inc
Scott Tremlett Charles Schwab amp Company
Laura Uchida Invest Financial
James Urbonas Ascent Financial Advisors
Maria Dolores Vargas LPL Financial
Jack Venable Ethos Financial PartnersAmeriprise Financial Services Inc
Gary Wagner Wagner Wealth Management
Rhonda Wagner Ameriprise Financial Services Inc
Carole Wagner-Grauer MetLife
Cortney Walker GW Wealth Management
Damian Walsh Ameriprise Financial Services Inc
Nathan Wangerin Thrivent Financial
Sterling Warburton Raymond James Page 15
Kenneth P Warner Ameriprise Financial Services Inc
Timothy Waters Triumph Capital Management
Rick Watson The Milestone Group
Marilyn S Weaver Presidential Brokerage
Charles Matthew Wernig The Browning Group II
Janet White Shine Investment Advisory Services
Zoe Whitmore Ameriprise Financial Services Inc
Brenda E Wille-Cope First Financial Strategies
Brian Williams GampW Wealth Management
Craig E Williams Williams Investment Network Page 18
Bart Writer Wealth Concepts
Charlene Zahn-Busch Zahn Financial Services
Ron Zimmermann Morgan Stanley Page 12
Diane Zing Trilogy Financial Services
InsuranceMark D Arlen Lincoln Financial
Advisors
Henry Geyelin Carpenter Ameriprise Financial Services Inc
Michael Edwards COPIC Financial Services
Matthew Grant Gehring Summit Wealth ManagementAmeriprise Financial Services Inc
InvestmentsKenneth Acampora Durable Wealth
Management
Patrick Adams PVG Asset Management
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
ww
wfivestarprofessionalcom
FSbull22
Award winners listed by primary services and listed alphabetically by last name
Bruce G Allen Bruce G Allen Investments Page 9
Candace Lee Allen Wells Fargo Advisors LLC
Philip Sheridan Almon Wells Fargo Advisors LLC
David Anderson Triad Financial Group
Douglas Maurice Applegate Edward Jones
John Arnold Wells Fargo Advisors LLC
Willis Ashby Integra Financial
Daniel L Austin Thrivent Financial
Stephen Avis Wells Fargo Advisors LLC
Hugh C Bandy Edward Jones
Gordon Bauer LPL Financial
Andy Beasley The Milestone Group
Brad Bickham Sargent Bickham Lagudis
Donald Billings Charles Schwab amp Company
Kenneth Blair Edward Jones
Patrick A Bloomfield Wells Fargo Advisors Financial Network LLC
Donna M Boender Wells Fargo Advisors LLC Page 19
Brian Boudreau Edward Jones
Sara D Boyd CoBiz Wealth
Jeffery Wayne Bruce Edward Jones
Barry C Bruner Wedbush Securities
Keith Bryant RBC Wealth Management
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
James Callahan Janiczek amp Company
William I Callender Lincoln Financial Advisors
Robert M Campbell Wells Fargo Advisors LLC
John Carnes Edward Jones
Mark William Christofferson Wells Fargo Advisors LLC
John Claxton Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 18
William H Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
Travis Cook Travis CookAvant Garde Advisors
David Arthur Cooper Edward Jones
Tony Coppola The Milestone Group
John R Cormey CoBiz Wealth
James Bryan Cornehlsen Capstone Investment Financial Group
Jonathan D Cox Morgan Stanley
Jordan Curry Morgan Stanley
Patty Delucas Wells Fargo Advisors LLC
Warren Greg Denewiler Denewiler Capital Management
Neil P Dermody Wells Fargo Advisors LLC
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Edward Dickey INS Capital Management
Angus Elder Dillon Wells Fargo Advisors LLC
Robin A Dillon Wells Fargo Advisors LLC
Phil Dispense Morgan Stanley Page 12
Matthew Dolan Edward Jones
Neil Draxler Edward Jones
Greyson Drexel Wells Fargo Advisors LLC
Stephen Drexler Wells Fargo Advisors LLC Page 14
Steve Durman Wells Fargo Advisors LLC
Todd A Dussex LPL Financial
Melissa Dyer Raymond James Page 17
David Huber Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC
Steven Ehrman LPL Financial
Geoff Eliason Peak Capital Management
Steve Ellis Colorado Capital Management
Trevor J Emery ACM Wealth Solutions
Galina Y Esterby Morgan Stanley
Nanette Fahrenbruch Edward Jones
Robert Farris Wells Fargo Advisors LLC
Richard Fishel The Fishel Group
Gustin D Fox-Smith Fox-Smith Wealth Management
Kirk Aaron Freedle Innovative Financial Partners
Brian Friedman GHP Investment Advisors
Mark Frohlich Wells Fargo Advisors LLC
Marc Gaudreault Western Wealth Advisors
Geoffrey Todd Gervasini Wakefield Asset Management
Bob Gibson Edward Jones
David Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Jason Kessler Gocke Edward Jones
Kevin James Goldin Morgan Stanley
Stephen Gordon Cornerstone Asset Management
Mark Griffin Wells Fargo Advisors LLC
Elbert Clark Griggs Griggs Wealth Management
Randy R Grose Cherry Creek Retirement Advisors
Edgar George Aaron Gumbiner Marathon Investment Management
Robert Guthrie Merrill Lynch
Melanie Hanby Asset One
Beth Haney Edward Jones
David Hansen Meridian Wealth Management
Guy Harris Edward Jones
Theodore Harris The Milestone Group
Robert L Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley
Tara Hefty-Hume Peak Asset Management
Katherine Heidtbrink Wells Fargo Advisors LLC
Lynn Zickefoose Hendricks Hendricks Financial Services
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Philip Holbert Robert W Baird amp Company
Michael J Hood Morgan Stanley Page 19
Jeffrey Huff Redpoint Capital Management Page 17
Kyle Hurt Lifetime Capital Management
Jeffrey Hutcheson Edward Jones
Eric Jasper Edward Jones
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 7
Nicholas Ryan Jones Morgan Stanley
Steven T Jones Tenacity Investment Group
Robert Hunter Junge Hunter Retirement amp Wealth Management
Linda S Kalat Morgan Stanley
Laurence J Kandel Obermeyer Asset Management Company Page 18
Brandon Kane Wells Fargo Advisors LLC
Craig Lee Kinnunen Janiczek amp Company
Eric Koeplin The Milestone Group
Leon Koob Wells Fargo Advisors LLC
H Scott Koplar Ameriprise Financial Services Inc
Joseph Kozmata Raymond James Page 16
David Kraatz Morgan Stanley
Bradley Kreidle Mainline West
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Porter Landreth Asset One
Leasha K Larsen Edward Jones
Brian C Larson Edward Jones
Daniel Kit Lassen Ameriprise Financial Services Inc
Lori Taylor Lawrence Western Equity Group
Timothy Lawrence Millennium Portfolio Advisors
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
Mark Liley Wells Fargo Advisors LLC
Christopher Long Ameriprise Financial Services Inc
Brad A Lundberg Edward Jones
Bruce Lutz MetLife
Andy Lyford Charlton Investment Services
Christopher Ryan Lynett Wells Fargo Advisors LLC
Tupper MacDowell Robert W Baird amp Company
Leslie A MacGuire LPL Financial
Peter Noel MacMillan Edward Jones
Gary Mangelsdorf LPL Financial
Ted J Manzanares MetLife
Keith O Marks Openheimer amp Company
Raphael Andre Martorello LotusGroup Advisors
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
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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
Award winners listed by primary services and listed alphabetically by last name
Tanya Rebekah Mathews Meridian Wealth Management
Roger D Maurer Maurer amp Associates Page 10
John McCorvie Peak Asset Management
Colin Michael McCoy CGC Financial
Janet L McCoy Seal Financial Services Page 2
Michael McDonald LPL Financial
Richard C McDowell LPL Financial
Brent McGibbon McGibbon Asset Management Page 12
David W Mckinlay David W Mckinlay ChFC
Patricia Anne McNamara Cherry Creek Investment Advisors
Brandy Shera Merriam Ameriprise Financial Services Inc
Craig Louis Miller Morgan Stanley
Lauretta C Moell Wells Fargo Advisors LLC
Rebecca Moreland Robert W Baird amp Company
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management
John P Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Jesse Brooks Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Thomas V OrsquoDonnell Ameriprise Financial Services Inc
Adam OrsquoHair Edward Jones
Mike Oakes Wells Fargo Advisors LLC Page 19
James M Olson Morgan Stanley
David L Overton Halbert Hargrove Global Advisors
Jay Oyer Merrill Lynch
Mark Paller Paller Financial Services Page 15
Daniel Palm Robert W Baird amp Company
Michael Arris Pappas LPL Financial
Christopher Parsons Wells Fargo Advisors LLC
David C Partheymuller The Normandy Group
Edward William Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Craig Perkins CDP Financial
Roy Persky LPL Financial
Kirk R Peterson Peterson Financial Services
Bryan Pieper Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Victoria Lynne Pinder VP Financial Options
Patrick Eugene Pogue Edward Jones
Gary Poling Raymond James
Brent Powell GWN Securities
Mitchell Powers Investment Security Group
Julie F Pribble CoBiz Wealth
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 16
Walter John Rasmussen Morgan Stanley
Natalie Robbins Edward Jones
Bret Allen Roberts Morgan Stanley
Richard Rust Investment Security Group
Richard Sage LPL Financial
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Catherine Stahl Scheuber LPL Financial
Shelley Schlossberg CastleMountain Financial Page 18
Stacia Schmalzer MetLife
Max Scholfield Scholfield Wealth Management
David Schreiber Edward Jones
Kathleen Scott Cherry Hills Investment Advisors Page 13
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones
Steven Setchfield Setchfield Associates
Andleib Seth LotusGroup Advisors
Lesley Shiffrin NTB Advisors
David Burns Siebert First Financial Equity Corporation
Scott W Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Timothy Soderquist Morgan Stanley
Ann Foster Sparks Wells Fargo Advisors LLC
Eric J Srodulski Edward Jones
Richard Alan Stonger Merrill Lynch
William Stordahl Stordahl Capital ManagementWells Fargo Financial Network LLC
Jeffrey R Stotler Edward Jones
Paul Stratton Edward Jones
Adam Jason Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Greg Stringari Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Lee Strongwater Colorado Capital Management Page 19
Peter Lee Swanson Edward Jones
Theodore Swenson LPL Financial Page 19
Jeffrey Swingle Edward Jones
Eric Swope Ameriprise Financial Services Inc
Hony Mahone Tarrall NewWest Advisors
Scott Taylor Value Financial Advisers
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Betsy Thorpe Wells Fargo Advisors LLC
Dustin Tidwell Latitude Financial Group
Herman Tiemens II Wells Fargo Advisors LLC
Kristy Tochihara Morgan Stanley Page 13
Richard Todd Innovest Portfolio Solutions
Vernon Lee Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
Charles Turner The Mutual Fund Store
Martha Turner Edward Jones
David Twibell Custom Portfolio Group
Vincent William Valentine First Financial Strategies
Carin Wagner GHP Investment Advisors
Victor M Walker Wells Fargo Advisors LLC
Chester Wallace Quintus Financial Services
Greg Wambolt Wambolt amp Associates Page 18
Jeff J Warren Wells Fargo Advisors LLC
Robert Webster Webster Investment Advisors
Richard E Weintraub Meridian Wealth Management
Ward Welles Wells Fargo Advisors LLC
Noel Todd Wickwar Morgan Stanley
Chad A Williams Aveo Capital
Don K Williams WMS Financial Group
TH Williams Wells Fargo Advisors LLC
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Matthew Edward Winter Wells Fargo Advisors LLC
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Todd Warren Young Edward Jones
Michael G Zahler Wells Fargo Advisors LLC
Steven Zahorik Wells Fargo Advisors LLC
Curtis A Zeigler Capital Management Group
Jonathan Zeschin Essential Investment Partners
Matthew Ziereis Wells Fargo Advisors LLC
TaxationBruce Bendell Transitions Wealth
Management
Alan Piehl Alan R Piehl CPA
Trust ServicesRichard W Phillips Wells Fargo
Advisors LLC
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2014 Fiv
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Five Star Accounting and Estate Planning ProfessionalsHow do you find an accounting or estate planning professional with experience who has a good base of cl ients 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
accounting and estate planning professionals who satisfy 10 objective eligibility and e v a l u a t i o n c r i t e r i a A m o n g m a n y distinguishing attributes the average one-year client retention rate for this yearrsquos award-winning certified public accountants is more than 96 percent Meanwhile our winning estate planning attorneys clock an average of 78 percent of their hours as billable
The 2014 Five Star Certified Public Accountants and Estate Planning Attorneys are a select group representing less than 1 percent of the certified public accountants and 3 percent of the estate planning attorneys in the Denver area
Although this list is a useful tool for anyone looking for help with accounting or managing their estate it should not be considered exhaustive Undoubtedly there are many excellent accounting and estate planning professionals who for one reason or another are not on this yearrsquos list Self-nominations for this award are not accepted Denver award candidates were identified using internal and external research data
AWARDA Select
Award candidates who satisfied the following objective eligibility and evaluation criteria were named 2014 Five Star Certified Public Accountants or Estate Planning AttorneysOF AWARD WINNERS
Determination
Regulatory ReviewAs defined by Five Star Professional the accounting or estate planning professional 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 candidate Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists
bull Each candidate who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed abovebull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a potential winnerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use taxation or estate planning services in order to provide consumers the
opportunity to submit complaints regarding a potential winner
Eligibility Criteria ndash Required1 Credentialed licensed attorney 2 Actively employed as a credentialed professional in
the estate planning services industry for a minimum of five years
3 Favorable regulatory and complaint history review 4 A minimum of 50 percent of practice focus on estate
planning services 5 Accepting new clients
Evaluation Criteria ndash Considered 6 Number of transactions in last 12 months 7 Number of client households served 8 Industry and board certifications 9 Education and professional designations 10 Pro bono activities
Estate Planning AttorneysEligibility Criteria ndash Required 1 Credentialed Certified Public Accountant (CPA)2 Actively employed as a credentialed professional in
the accounting services industry for a minimum of five years
3 Favorable regulatory and complaint history review4 Accepting new clients5 Spend more than 50 percent of their time on taxation
or other accounting services
Evaluation Criteria ndash Considered6 One-year client retention rate7 Five-year client retention rate8 Number of clients served9 One-year billing realization rate10 Educat ion and profess ional des ignat ions
certifications
Certified Public Accountants
2014 Denver
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SPECIAL ADVERTISING SECTION
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
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Daniel C Doherty
357 Main StLongmont CO 80501
Phone 303-532-2880Fax 303-532-2990dandanieldohertylawcomwwwdanieldohertylawcom
bull Estate planning taxation wills and trusts bull Estate probate and trust administration bull Business formation and succession planning
How Might We Be of Service to You
Never has a client asked that their estate or business planning be complicated diffi cult to understand or costly Everyone wants to keep it simple Unfortunately onersquos circumstances may require us to shift further up the continuum of complexity to resolve the challenge I strive to communicate with my clients in plain English to enable them to fully understand the pros and cons of the options available and the planning I propose
Juris DoctorateMaster of Laws of Taxation
Mira Fineacute
1999 Broadway Ste 4000Denver CO 80202
Offi ce 303-298-9600mfi neheincpacomwwwheincpacom
bull Service rooted in integrity listening and respectbull Technical knowledge to achieve identifi ed goals bull Independent thinking to provide objective advice
Connecting With Clients to Reach Their Goal
Mira has the ability to connect with clients and maintain open and constant communication to help drive decisions Using a solutions-based approach ideas and thoughts are shared in a collaborative environment with the focus on what is best for the client Mira believes various perspectives and points of view are important in achieving the best outcome which ultimately leads to prosperous and satisfi ed clients
Partner National Director of Tax Services
Ryan Senger
6000 Greenwood Plz Blvd Ste 125Greenwood Village CO 80111
Direct 303-488-7575Offi ce 303-488-7570RyanBorchardtSengercomwwwBorchardtSengercom
bull Comprehensive tax compliance servicesbull Intelligent tax planning strategiesbull Expert support for high-net-worth clients
Level of Service You Deserve
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 15 years of public accounting experience He has extensive experience working with partnerships S corporations and individuals Our fi rmrsquos focus is to provide accurate and timely advice to assist our clients in making informed business and personal tax decisions
Partner CPA MT
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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SPECIAL ADVERTISING SECTION
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Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
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Success requires
patience discipline
and diligence
mdash Five Star award winner
Award winners listed by primary services and listed alphabetically by last name
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
AccountingMarilyn Burnside Marilyn R
Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey and Company Professional Corporation
Mona Feeley WhippleWood CPAs
Mira Fineacute Hein amp Associates Page 25
Brenda A French Brenda A French CPA
Lenae Jackson May Jackson Hendrick
Gary Jacobs Gary A Jacobs and Associates
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Eric Lake Holben Hay Lake Balzer CPAs
Daniel Noven Noven amp Associates
Alan Piehl Alan R Piehl CPA
William Rooney Crowe Horwath
Ken Saliman Smith Brook Bolshoun amp Company
Mark L Sanders Mark L Sanders CPA
Michael V Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates Page 25
Joey Simon Smith Brook Bolshoun amp Company
Ernest Villany Boulder Valley CPAs
Donna J Ward Ward amp Associates CPAs
Richard Whipple WhippleWood CPAs
Gregory Zick Zick Business Advisors
Estate PlanningMichael Bland Bryan Cave
James W Buchanan III Buchanan amp Stouffer
Nancy R Crow Pendleton Wilson Hennessey amp Crow
Frank J Danzo III Chayet amp Danzo Page 26
Daniel Doherty Doherty Law Office Page 25
John Eckstein Fairfield and Woods
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
William Krems Davis Graham amp Stubbs
James Littlepage James Littlepage Law Offices
Nathan Merrill Goodspeed amp Merrill
David Osterman Osterman Law Firm
Jane Paddison Jane Caddell Paddison
Kristin Pineiro Wallace Scott
Daniel Rich Steele Street Bank amp Trust
Timothy Scott Wallace Scott
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 26
650 S Cherry St Ste 710Denver CO 80246Office 303-355-8500FrankColoradoElderLawcom
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
EstateBusiness Planning Elder Law
600 17th St Ste 2800Denver CO 80202Office 303-226-5861kzaloudekmshzlawcomwwwmszhlawcom
Kevin Zaloudek
Mills Schmitz Halstead amp Zaloudek has built a reputation of providing legal services without the customar y overhead of a typical law firm With practice areas ranging from tax and litigation to real estate and IP law Mills Schmitz Halstead amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
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SPECIAL ADVERTISING SECTION
2014 Fiv
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
The Drexler Groupof Wells Fargo Advisors
bull Disciplined portfolio risk management
bull Process-driven results
bull Personalized goals-based wealth management strategies
Left to right Frank Djonbalaj Mick Pepper Susie Kaufman 2014 winner Stephen Drexler Je Byers
Our focus at the Drexler Group is to simplify enhance and preserve our clientsrsquo fi nancial well-being We hold ourselves to the highest level of accountability as we work in partnership with our clients helping them reach their fi nancial goalsOur belief is that ldquodiscipline is more important than convictionrdquo when it comes to managing risk
102 South Tejon Street Suite 1000 10th FloorColorado Springs CO 80903
Offi ce 719-636-8000Direct 719-636-8044
stephendrexlerwfadvisorscom wwwthedrexlergroupcom
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02994]
1 What are your goals and objectives with your finances
2 What is your most pressing need right now
3 Where do you see yourself in 5 10 15 years
4 Where are all of your assets invested now
5 What is important about money to you
Top five questions that wealth managers want clients to answer
From research conducted by Five Star Professional April 2011
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
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S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce 303-200-1441Cell 719-210-6817toddwarburtonraymondjamescomFrontRangeFinancialConsultingcom
bull Retirement planningbull Custom portfolio managementbull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPCThis award is bestowed by an independent third-party organization not affiliated
with Raymond James
Senior Vice President ndash Investments Branch Manager
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce 303-689-7424Toll-free 800-991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 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
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial 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
Private Wealth AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
Patricia Kummer
8871 Ridgeline Blvd Ste 100Highlands Ranch CO 80129
Offi ce 303-470-1209patkummerfi nancialcomwwwkummerfi nancialcom
bull Creating ethical solutions for 28 years bull Objective personal guidance bull Tailored wealth accumulation strategies
Creating Financial Peace of Mind
KFS is a dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Come experience our full-service personal attention to your specifi c needs We provide fi nancial services education and advice to professionals and families
CERTIFIED FINANCIAL PLANNERtrade
Mark R Paller
68 Inverness Ln E Ste 203Englewood CO 80112
Offi ce 303-858-0045markpallerpallerfi nancialcomwwwPallerFinancialcom
bull Established in 1997 bull Independent and transparent bull Operates under a fi duciary standard
You Are the Only One Who Counts
Paller Financial is dedicated to asking the tough questions of why how and what if By doing so we increase the probability of executing a successful fi nancial plan Our work is designed to manage risk secure appreciation and create regular income Integrated with the proper legal documents the outcome becomes self-evident
CPAPFS CFPreg CLUreg ChFCregcopy Five
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SPECIAL ADVERTISING SECTION
2014 Fiv
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Tom Abboud
6383 S Rifl e StAurora CO 80016
Offi ce 720-252-6004TomAbboudLPLcomVeritasfi nancialplanningcom
bull Truthful honest and upfront on everything bull First priority is your fi nancial success bull Customized fi nancial plans that fi t you
Veritas Noun Latin Meaning Truth
The pursuit of meaningful goals is something we all share Whether yoursquore planning for retirement to fund education for your children or grandchildren or to leave a legacy for the next generation Veritas Financial Planning can help you succeed With an understanding of individual needs and goals we will implement a personalized wealth management plan then monitor and adjust it as necessary to help you achieve those goals
LPL Financial Planner
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
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade professional 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 CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 2013 and 2014
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC This award is bestowed by an independent third-party organization not affiliated with Raymond James
CFPreg CFAreg
Sandon Purcell
Purcell Capital Management 5299 DTC Blvd Ste 210Greenwood Village CO 80111
Offi ce 303-800-3350Toll-free 888-338-4713
sandonpurcellwfafi netcomwwwpurcellcapitalcom
bull More than 60 years of combined experiencebull Multigenerational servicesbull Dividend-oriented income strategies
A Team Approach to Assist
It is our mission to always be committed to our core values of client service integrity and honest advice Because we have the support of a large fi rm such as Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone we believe we are able to off er our clients the very best possible experience Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate of
Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0814-05500 ]
Branch Manager
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80209Phone 303-331-6434elizabethovoyafacom wwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
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 makes 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 o ered through Voya Financial Advisors Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by Voya Financial Advisors
Financial Advisor MBA University of Colorado
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Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
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Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone 303-792-7340 Ext 2Direct 720-209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
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 CERTIFIED FINANCIAL PLANNERtrade 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 Five Star Wealth Manager 2012 2013 and 2014 Securities o ered through Raymond James Financial Services Inc Member FINRASIPC This award
is bestowed by an independent third-party organization not a liated with Raymond James
CFPreg MBA
Mark Sindrich
1490 S Pearl StDenver CO 80210
Offi ce 303-744-8899Toll-free 800-825-8259infosindrichcomwwwsindrichcom
bull Clarity confi dence consensus accountabilitybull Answers to the what-ifs that keep you up at nightbull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions that are clear and simple to each of our clientsrsquo unique fi nancial needs We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be o ered through NFP Advisor Services LLC Member FINRASIPC NFP Advisor Services LLC is not a liated with Sindrich amp Associates
CERTIFIED FINANCIAL PLANNERtrade
Dennis A Leonida
Raymond James Financial Services Inc 8400 E Prentice Ave Ste 1100Greenwood Village CO 80111
Offi ce 303-629-7500Toll-free 800-268-2689
dennisleonidaraymondjamescom
wwwraymondjamescomcfg
bull Comprehensive fi nancial planning bull Business continuity planning bull Employee benefi ts planning
Personalized Financial Planning
Our mission is to create an innovative client experience Through our tireless client service and industry-leading research we focus on assisting our clients in not only defi ning their fi nancial goals but more importantly developing a plan to achieve them
Securities offered through Raymond James Financial Services Inc Member FINRASIPCThis award is bestowed by an independent third-party organization not affiliated with
Raymond James
ChFCreg CLUreg
Jeffrey T Huff
6400 S Fiddlerrsquos Green Cir Ste 1840Greenwood Village CO 80111Offi ce 720-963-6120Cell 303-888-5511jeff reyhuff wfafi netcom
bull Highly personalized service and advice bull Customized portfolio management bull Retirement income and risk management
Professional Advice With Integrity
For over 26 years Jeff has provided his clients with customized comprehensive wealth management strategies and unbiased advice Talk to us if you seek a rich honest dialogue about your individual investment goals and challenges
Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate
of Wells Fargo amp Company Redpoint Capital Management is a separate entity from WFAFN [CAR 0914-02327]
President Branch Manager
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
23596 Currant DrGolden CO 80401Phone 303-384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
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
CFPreg President LPL Registered Principal
CastleMountain Financial Services Inc
3200 Cherry Creek S DrSte 480Denver CO 80209Phone 303-733-4305lonnyobermeyerassetcomwwwobermeyerassetcom
Laurence J Kandel
I would like to thank our wonderful clients for their continued loyalty
Rankings andor recognition by una liated rating services andor publications should not be construed by a client or prospective client as a guarantee that heshe will experience a certain level of
results if Obermeyer is engaged or continues to be engaged to provide investment advisory services nor should it be construed
as a current or past endorsement of Obermeyer by any of its clients A copy of Obermeyerrsquos current written disclosure statement discussing its advisory services and fees is available upon request
Vice President Investments and Client Advisory
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office 720-836-4534
David W Moritz
I work one-on-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
Financial Advisor CFPreg
2229 S Joliet Way Aurora CO 80014 Direct 303-306-6639 katiecollinslplcom wwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 30 years of experience mdash Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
4419 Orofino CtCastle Rock CO 80108Office 303-663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
An Ameriprise Platinum Financial Servicesreg practice I help my clients plan for their dreams through a comprehensive financial planning approach and long-term investment 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
Financial Advisor CFPreg CLUreg
7665 E Windford StParker CO 80134Office 303-805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams works with high-net-worth individuals family offices and business owners to build sophisticated investment portfolios containing stocks bonds and other asset c lasses that emulate the endowment-style investing employed by large institutional investors
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Myers Financial Limited650 S Cherry St Ste 1250Denver CO 80246Office 303-393-0340Cell 303-319-1752lesliemyerslplcomwwwlplcomlesliemyers
Leslie A Myers
Leslie Myers treats her clients as partners in the investment and management of their assets Her personal touch which focuses on the individual as well as the family needs and wants has enabled her to generate new clients while maintaining a loyal clientele for many years
Securities o ered through LPL Financial Member FINRA SIPC
CFPreg MBA CLUreg ChFCreg LPL Financial Planner
13976 W Bowles Ave Ste 200Littleton CO 80127Office 720-962-6700Cell 303-808-4767wwwwamboltandassoccom
Greg Wambolt
Truth is wealth wonrsquot manage itself Reaching your goals takes a team dedicated to you mdashnot to their firm Our process is proven to identify planning gaps reduce complexity and deliver the best rate of return possible Itrsquos why successful people call on us to grow and protect their wealth Greg ldquoFinish Strongrdquo Wambolt is a f ly fisherman and a sport clay shooter
CFPreg CLUreg ChFCreg
If yoursquore in this business for money
alone you will never make it You have to
genuinely want to make a difference in your
clientsrsquo lives
mdash Five Star award winner
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
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ealth M
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1801 13th St Ste 200Boulder CO 80302Office 303-541-2047michaeljoakeswellsfargocom
Mike Oakes
For nearly a decade Mike has helped clients implement investment strategies and feel confident in their financial decisions Contact Mike Oakes for a consultation
Wells Fargo Advisors LLC Member SIPC is a registered broker-dealer and a separate non-bank a liate of Wells Fargo amp Company
[CAR 0814-03128]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor
5610 Ward Rd Bldg 100 Ste 110Arvada CO 80002Office 303-393-2456tedswensonlplcomswensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
Denver CO 80202Office 720-399-5555Cell 720-495-1317DerekETriumphCapitalManagementcomTriumphCapitalManagementcom
Derek N Eichenwald
Mr Eichenwald assists clients of Triumph Capital LLC on their l ifetime financial and strategic goals through sound asset management risk planning retirement planning and advanced estate planning techniques
1610 Wynkoop Street Suite 550 Denver CO 80202Securities o ered through JP Turner amp Company LLC (Member SIPC) JP Turner amp Company LLC is not a liated with Triumph Capital LLC
JPT090914-1519
CEO and Senior Investment Executive
8751 E Hampden Ave Ste B-10Denver CO 80231Phone 303-243-5722jimmyhassonlplcomwwwhassonfinancialscom
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 investment advisory retirement planning and education planning
Securities o ered through LPL Financial Member FINRASIPC
CERTIFIED FINANCIAL PLANNERtrade
4430 Arapahoe AveBoulder CO 80303Office 303-444-9300leecoloradocapcomwwwcoloradocapcom
Lee Strongwater
Integrity Quality Results
At Colorado Capital Management we seek to understand the purpose money serves for you before we put it to use We do this by listening and understanding what is most important and then by designing a prudent plan for you to achieve your cherished goals
Financial Advisor
5251 DTC Pkwy Ste 1500Greenwood Village CO 80111Office 303-925-9648michaeljhoodmorganstanleycommorganstanleyfacomhood
Michael J Hood
As your financial advisor I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve 2014 Five Star award winner
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP
(with ame design) in the US copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President CFPreg
7979 E Tufts Ave Ste 715Denver CO 80237Direct 303-689-7480nicolemayampfcomameripriseadvisorscomnicolemay
Nicole May
What are your dreams and goals for retirement I am passionate about working with my clients and want them to experience financial confidence now and in retirement It starts with a conversation discussing cash reserves debt management investments and taxes
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
Financial Advisor CERTIFIED FINANCIAL PLANNERtrade professional
7979 E Tufts Ave Ste 715Denver CO 80237Phone 303-689-7448raeyanexfarrellampfcomameripriseadvisorscomraeyanexfarrell
Raeyane Farrell
Whether itrsquos a long way off fast approaching or already a reality you have dreams and goals for your retirement I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs
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
MBA Financial Advisor
Wells Fargo Advisors LLC3200 Cherry Creek S Dr Ste 100Denver CO 80209Phone 303-248-0842Toll-free 800-777-1401DonnaBoenderWFAdvisorscom
Donna M Boender
Donna Boender CERTIFIED FINANCIAL PLANNERtrade 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 Visit wwwWFAdvisorscomdonnaboender
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02380 91514]
Senior Vice President ndash Investment Officer
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
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ww
wfivestarprofessionalcom
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Award winners listed by primary services and listed alphabetically by last name
Business PlanningMark Goodside Retirement
Solutions of Colorado
William E Roberts AUCTORIS
Bernard Taillon Triad Financial Group
Kerry Linn Walker Business Owner Solutions
Estate PlanningRichard H Hartmann AUCTORIS
Reid M Johnson MBA Wealth Management
Financial PlanningChad Aaberg Thrivent Financial
Thomas Abboud Veritas Financial Planning Page 16
Chad Michael Alevras Gregory amp Associates
Vasil W Allabashi Wealth Strategies Group Page 4
Gregory Robert Anderson GRAnderson Wealth Management Group
Valerie Antonioli Cherry Hills Investment Advisors Page 13
Nathan M Archuleta Summit Wealth Group
Craig Arfsten Prosperion Financial Advisors
Terri Ashton Townsend Retirement Specialists
Colleen Askew Knopinski amp Fauver Financial Advisors
Mark Autterson Win Advisor
Stephen Baker Ameriprise Financial Services Inc
Ali Barghelame Barghelame Wealth Advisors
Linda R Barker Ethos Financial PartnersAmeriprise Financial Services Inc
John T Barry Barry Financial Services
Jeffrey Bartleson Ameriprise Financial Services Inc
Bob Bastiaans Ameriprise Financial Services Inc Page 15
Dana Bath Aveo Capital
Tom Baumler Asset One
Richard Bellmar Bellmar Family Financial
Benjamin Wills Bender Raymond James
John R Bennett First Command Financial Planning
A Raymond Benton Benton amp Company
Amy Berk Ameriprise Financial Services Inc
David Billingslea Ameriprise Financial Services Inc
Matthew R Blake My Portfolio Guide
Mitchell Lewis Bloom Bloom Financial
Thomas Boh Robert W Baird amp Company
Steve Booren Prosperion Financial Advisors
Kean Boucher Boucher Wealth Management Group Page 5
Paula Boyka Raymond James
Carol Rogers Breglio Ameriprise Financial Services Inc
Michael J Broker Trilogy Financial Services
Mark R Brown Brown amp Tedstrom
Michael V Brown Morgan Stanley
JA Tyler Browning II The Browning Group II
James Roland Brubaker Exit amp Retirement Strategies
Stephen Brubaker Exit amp Retirement Strategies
Christopher P Bruhl LPL Financial Page 11
Stephanie Bruno SBWA
Matthew Carpinelli AFC Wealth Management Group
Madison Anne Carter Morgan Stanley
Karlton D Childress Sharkey Howes amp Javer
Loretta Chiofolo Ameriprise Financial Services Inc
Michael Cohen Lincoln Financial Advisors
Michael Anthony Coleman Ameriprise Financial Services Inc
Richard P Costner G5 Financial Group
Seth Davis RMB Capital
LeeAnn Day LPL Financial
Jordan Dechtman Jordan Dechtman Wealth Management
Louis M DeNiro Ameriprise Financial Services Inc
John Diak Oatley amp Diak
Christopher James Dietz Morgan Stanley
Jeffrey Donahue Donaco Financial Services
Kathleen Drake Ameriprise Financial Services Inc
Pamela Dumonceau Asset One
Robert Eberhardt AampI Financial Services
Mike Edwards Morgan Stanley
Deborah Eggleston The Partners Group
Derek Nathan Eichenwald Triumph Capital Management Page 19
Bret A Elliott Elliott Financial
Daniel D Ellis US Bancorp
Chad Ernzen The Mutual Fund Store
Jason Evans New England Securities
John Wayne Farlow Financial Abundance
Raeyane Farrell Ameriprise Financial Services Inc Page 19
Alexander N Feick Paragon Capital Management
Lawrence Finch G5 Financial Group Page 3
David Findlow Charles Schwab amp Company
Nelisha Firestone Firestone Financial Group
Keith Ryan Fisher Financial Designs
Andrew Flanscha Thrivent Financial
Tamara Fontenot Ameriprise Financial Services Inc
Scott Forsyth G5 Financial Group Page 3
Elyse D Foster Harbor Financial Group
Karl Frank AampI Financial Services
Kimberly Gieseler LPL Financial
James Graham IV Lincoln Financial Advisors
Gerald A Graham Sr The Timberline Group
Kathryn Greene UMB Private Wealth Management
Janet Greiner American Zang Investment Council
Aaron Grey Denver Money Manager
Robert Edmund Grey Denver Money Manager
Whitney Winslow Grimm Summit Wealth ManagementAmeriprise Financial Services Inc
Jerry L Gruber Greenbook Wealth Management Page 10
Stephanie Gudka CUSO Page 11
Eustis Habighorst Public Service Credit Union
Mimi N Hackley Sharkey Howes amp Javer
Adam Watson Hall LPL Financial Page 11
Lowell Hansen Schaefer Financial Management
Chad Michael Harmon AampI Financial Services
Michael J Harrington Morgan Stanley
Roger Harris R Kent Harris amp Associates
Jimmy Hasson Hasson Financial Page 19
Scott M Hauser Ameriprise Financial Services Inc
Ross Haycock Summit Wealth Group
G Bruce Hemmings Morgan Stanley Page 6
Stephanie Herdahl Lincoln Financial Advisors
Debra K Herrington Vision Financial Services
Jennifer Hilts First Command Financial Planning
Jody Hinsey Greenbook Wealth Management Page 10
Robert Hochstadt GHP Investment Advisors
Robert L Holland Jr Life Transition Planners
Kevin D Hollis First Command Financial Planning
Guy Wesley Holman TCI Wealth Advisors
Gregory Horstman Prosperion Financial Advisors
Brett Howard Cherry Street Partners
Lawrence E Howes Sharkey Howes amp Javer
Andrew C Inman Peoples Investment Professionals
Phil Jacobson Synergy Financial Partners
Joseph Janiczek Janiczek amp Company
Patrick Janssen Ameriprise Financial Services Inc
Joel B Javer Sharkey Howes amp Javer
Karen Jessey Wealth Strategies Group Page 4
Debra Marie Johnson Life Transition Planners
Susan Elizabeth Johnston Cherry Hills Investment Advisors Page 13
Marvin Kark MZ Kark and Associates
David Keller Wealth Strategies Group Page 4
Shawn Kelly Townsend Retirement Specialists
Gary Wayne Keyfauver Raymond James
Zachary Kibby Thrivent Financial
Harold W Kirschner Sharkey Howes amp Javer
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
FSbull21
Award winners listed by primary services and listed alphabetically by last name
Cain Kobert Rocky Mountain Wealth Management
Larry N Koenigsberg Raymond James
Patricia Kummer Kummer Financial Strategies Page 15
Paul Lambert Cherry Street Partners
Bruce Larsen Presidential Brokerage
David Lawyer First Command Financial Planning
Chad Leigh Exit amp Retirement Strategies
Dennis A Leonida Raymond James Page 17
Mark Levine US Bancorp Investments
Richard Jason Levine Synergy Financial Partners
Michael Lincoln Lincoln Financial Services
David Loos Charles Schwab amp Company
Ronald C Lottridge Catalyst Financial Strategies
Josh David Lozow Transitions Wealth Management
Tad Michael Lyle Planning Resources
Kimberly Kaye Maez Ameriprise Financial Services Inc
Adam Makkai Makkai Capital Management
Joel Thomas Martin Denver Money Manager
Quinn A Martinez Clear Creek Investment Services
Marla Mason Presidential Brokerage
Nicole May Ameriprise Financial Services Inc Page 19
Cris Robert McBride NFP Securities
Jason Scott McBride Presidential Brokerage
Angel B McCall Lifetime Financial Strategies
Chad McDonnell Denver Investments
Dennis Means LPL Financial
Dot Mechtenberg Dot Mechtenberg
Terry Melonakis Melonakis Financial
Dita Merritt Ameriprise Financial Services Inc
Harve P Meslin Safe Harbor Financial Group
Ann Marie Milinazzo Hadad-Milinazzo Financial Group
Matthew Stephen Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Shawn Moore Morgan Stanley
J Cameron Morgan AampI Financial Services
David Moritz Ameriprise Financial Services Inc Page 18
C Randal Morris Summit Wealth Group
Jesse Morris Summit Wealth Group
David Morrison Prosperion Financial Advisors
Angela Mueting Thrivent Financial
Ryan S Murphy Ameriprise Financial Services Inc Page 7
Jay A Murray RM Infinity Advisors and Solutions for Tuition
Steve R Musick Destiny Capital
Leslie Myers LPL Financial Page 18
Thomas Nazzaro American Portfolios
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Josh Nelson Keystone Financial Services
Neil Norman Nichols Intentional Wealth
Amy Noel LPL Financial
Brad Noland Wagner Wealth Management
Patrick Nolen Nolen Western
William Norris Robert W Baird amp Company
Daniel Noven Noven Financial Group
Elizabeth OrsquoDonnell OrsquoDonnell Wealth Management Page 16
Daniel OrsquoLeary Quintus Financial Services
Sean OrsquoNeill Raymond James
Karen Ogard Robert W Baird amp Company
Dominick Paoloni SMG Partners
Charles Gregory Parr Ameriprise Financial Services Inc
Jeffrey Payne Aspen Wealth Management
Russell Petrin Morgan Stanley
Mary Lee Pierce Ameriprise Financial Services Inc Page 18
Sybil Praski Prosperion Financial Advisors
Christine Raines Azimuth Wealth Management
Jerry R Reiff Morgan Stanley
James A Reinig Reinig amp Associates
David Repka Creative Financial Solutions
Keith Robinson Morgan Stanley
Heather Kristin Roentz Merrill Lynch
Carole L Rominger Full Circle Wealth Management
Eric Rosel Morgan Stanley
Kevin W Ruebesam Thrivent Financial
Karen K Salvatore Shine Investment Advisory Services
Greg Schowe LotusGroup Advisors
Daniel B Schultz Ameriprise Financial Services Inc
Gregory Phillip Seal Seal Financial Services Page 2
Kara Sekavec LPL Financial
Eileen M Sharkey Sharkey Howes amp Javer
Michael Sherman Crestone Capital Advisors
Judith Shine Shine Investment Advisory Services
Andrea Shortino Ameriprise Financial Services Inc
Gary Brian Sidder Life Transition Planners
R Brady Siegrist Janiczek amp Company
Michael G Simmons Transitions Wealth Management
Mark Sindrich Sindrich amp Associates Page 17
Mark Smith MJ Smith and Associates
Mark Andrew Solinski First Allied Securities
Paul Staib Staib Financial Planning
Keith Stechmesser Thrivent Financial
Kelly Stecklein Capital Evolution Group
Stephen L Stribling Morgan Stanley
Kevin Patrick Sullivan Sullivan amp Associates
Marilynne Tarrall NewWest Advisors
Matthew H Tepoorten Charles Schwab amp Company
Mark E Thomas Townsend Retirement Specialists
Kris Tower American Portfolios
Deborah A Towers Towers Wealth Management
Jeff Townsend Townsend Retirement Specialists
Jennifer Trembley Ethos Financial PartnersAmeriprise Financial Services Inc
Scott Tremlett Charles Schwab amp Company
Laura Uchida Invest Financial
James Urbonas Ascent Financial Advisors
Maria Dolores Vargas LPL Financial
Jack Venable Ethos Financial PartnersAmeriprise Financial Services Inc
Gary Wagner Wagner Wealth Management
Rhonda Wagner Ameriprise Financial Services Inc
Carole Wagner-Grauer MetLife
Cortney Walker GW Wealth Management
Damian Walsh Ameriprise Financial Services Inc
Nathan Wangerin Thrivent Financial
Sterling Warburton Raymond James Page 15
Kenneth P Warner Ameriprise Financial Services Inc
Timothy Waters Triumph Capital Management
Rick Watson The Milestone Group
Marilyn S Weaver Presidential Brokerage
Charles Matthew Wernig The Browning Group II
Janet White Shine Investment Advisory Services
Zoe Whitmore Ameriprise Financial Services Inc
Brenda E Wille-Cope First Financial Strategies
Brian Williams GampW Wealth Management
Craig E Williams Williams Investment Network Page 18
Bart Writer Wealth Concepts
Charlene Zahn-Busch Zahn Financial Services
Ron Zimmermann Morgan Stanley Page 12
Diane Zing Trilogy Financial Services
InsuranceMark D Arlen Lincoln Financial
Advisors
Henry Geyelin Carpenter Ameriprise Financial Services Inc
Michael Edwards COPIC Financial Services
Matthew Grant Gehring Summit Wealth ManagementAmeriprise Financial Services Inc
InvestmentsKenneth Acampora Durable Wealth
Management
Patrick Adams PVG Asset Management
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
ww
wfivestarprofessionalcom
FSbull22
Award winners listed by primary services and listed alphabetically by last name
Bruce G Allen Bruce G Allen Investments Page 9
Candace Lee Allen Wells Fargo Advisors LLC
Philip Sheridan Almon Wells Fargo Advisors LLC
David Anderson Triad Financial Group
Douglas Maurice Applegate Edward Jones
John Arnold Wells Fargo Advisors LLC
Willis Ashby Integra Financial
Daniel L Austin Thrivent Financial
Stephen Avis Wells Fargo Advisors LLC
Hugh C Bandy Edward Jones
Gordon Bauer LPL Financial
Andy Beasley The Milestone Group
Brad Bickham Sargent Bickham Lagudis
Donald Billings Charles Schwab amp Company
Kenneth Blair Edward Jones
Patrick A Bloomfield Wells Fargo Advisors Financial Network LLC
Donna M Boender Wells Fargo Advisors LLC Page 19
Brian Boudreau Edward Jones
Sara D Boyd CoBiz Wealth
Jeffery Wayne Bruce Edward Jones
Barry C Bruner Wedbush Securities
Keith Bryant RBC Wealth Management
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
James Callahan Janiczek amp Company
William I Callender Lincoln Financial Advisors
Robert M Campbell Wells Fargo Advisors LLC
John Carnes Edward Jones
Mark William Christofferson Wells Fargo Advisors LLC
John Claxton Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 18
William H Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
Travis Cook Travis CookAvant Garde Advisors
David Arthur Cooper Edward Jones
Tony Coppola The Milestone Group
John R Cormey CoBiz Wealth
James Bryan Cornehlsen Capstone Investment Financial Group
Jonathan D Cox Morgan Stanley
Jordan Curry Morgan Stanley
Patty Delucas Wells Fargo Advisors LLC
Warren Greg Denewiler Denewiler Capital Management
Neil P Dermody Wells Fargo Advisors LLC
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Edward Dickey INS Capital Management
Angus Elder Dillon Wells Fargo Advisors LLC
Robin A Dillon Wells Fargo Advisors LLC
Phil Dispense Morgan Stanley Page 12
Matthew Dolan Edward Jones
Neil Draxler Edward Jones
Greyson Drexel Wells Fargo Advisors LLC
Stephen Drexler Wells Fargo Advisors LLC Page 14
Steve Durman Wells Fargo Advisors LLC
Todd A Dussex LPL Financial
Melissa Dyer Raymond James Page 17
David Huber Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC
Steven Ehrman LPL Financial
Geoff Eliason Peak Capital Management
Steve Ellis Colorado Capital Management
Trevor J Emery ACM Wealth Solutions
Galina Y Esterby Morgan Stanley
Nanette Fahrenbruch Edward Jones
Robert Farris Wells Fargo Advisors LLC
Richard Fishel The Fishel Group
Gustin D Fox-Smith Fox-Smith Wealth Management
Kirk Aaron Freedle Innovative Financial Partners
Brian Friedman GHP Investment Advisors
Mark Frohlich Wells Fargo Advisors LLC
Marc Gaudreault Western Wealth Advisors
Geoffrey Todd Gervasini Wakefield Asset Management
Bob Gibson Edward Jones
David Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Jason Kessler Gocke Edward Jones
Kevin James Goldin Morgan Stanley
Stephen Gordon Cornerstone Asset Management
Mark Griffin Wells Fargo Advisors LLC
Elbert Clark Griggs Griggs Wealth Management
Randy R Grose Cherry Creek Retirement Advisors
Edgar George Aaron Gumbiner Marathon Investment Management
Robert Guthrie Merrill Lynch
Melanie Hanby Asset One
Beth Haney Edward Jones
David Hansen Meridian Wealth Management
Guy Harris Edward Jones
Theodore Harris The Milestone Group
Robert L Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley
Tara Hefty-Hume Peak Asset Management
Katherine Heidtbrink Wells Fargo Advisors LLC
Lynn Zickefoose Hendricks Hendricks Financial Services
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Philip Holbert Robert W Baird amp Company
Michael J Hood Morgan Stanley Page 19
Jeffrey Huff Redpoint Capital Management Page 17
Kyle Hurt Lifetime Capital Management
Jeffrey Hutcheson Edward Jones
Eric Jasper Edward Jones
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 7
Nicholas Ryan Jones Morgan Stanley
Steven T Jones Tenacity Investment Group
Robert Hunter Junge Hunter Retirement amp Wealth Management
Linda S Kalat Morgan Stanley
Laurence J Kandel Obermeyer Asset Management Company Page 18
Brandon Kane Wells Fargo Advisors LLC
Craig Lee Kinnunen Janiczek amp Company
Eric Koeplin The Milestone Group
Leon Koob Wells Fargo Advisors LLC
H Scott Koplar Ameriprise Financial Services Inc
Joseph Kozmata Raymond James Page 16
David Kraatz Morgan Stanley
Bradley Kreidle Mainline West
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Porter Landreth Asset One
Leasha K Larsen Edward Jones
Brian C Larson Edward Jones
Daniel Kit Lassen Ameriprise Financial Services Inc
Lori Taylor Lawrence Western Equity Group
Timothy Lawrence Millennium Portfolio Advisors
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
Mark Liley Wells Fargo Advisors LLC
Christopher Long Ameriprise Financial Services Inc
Brad A Lundberg Edward Jones
Bruce Lutz MetLife
Andy Lyford Charlton Investment Services
Christopher Ryan Lynett Wells Fargo Advisors LLC
Tupper MacDowell Robert W Baird amp Company
Leslie A MacGuire LPL Financial
Peter Noel MacMillan Edward Jones
Gary Mangelsdorf LPL Financial
Ted J Manzanares MetLife
Keith O Marks Openheimer amp Company
Raphael Andre Martorello LotusGroup Advisors
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Professional
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Professional
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Star
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
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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
Award winners listed by primary services and listed alphabetically by last name
Tanya Rebekah Mathews Meridian Wealth Management
Roger D Maurer Maurer amp Associates Page 10
John McCorvie Peak Asset Management
Colin Michael McCoy CGC Financial
Janet L McCoy Seal Financial Services Page 2
Michael McDonald LPL Financial
Richard C McDowell LPL Financial
Brent McGibbon McGibbon Asset Management Page 12
David W Mckinlay David W Mckinlay ChFC
Patricia Anne McNamara Cherry Creek Investment Advisors
Brandy Shera Merriam Ameriprise Financial Services Inc
Craig Louis Miller Morgan Stanley
Lauretta C Moell Wells Fargo Advisors LLC
Rebecca Moreland Robert W Baird amp Company
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management
John P Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Jesse Brooks Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Thomas V OrsquoDonnell Ameriprise Financial Services Inc
Adam OrsquoHair Edward Jones
Mike Oakes Wells Fargo Advisors LLC Page 19
James M Olson Morgan Stanley
David L Overton Halbert Hargrove Global Advisors
Jay Oyer Merrill Lynch
Mark Paller Paller Financial Services Page 15
Daniel Palm Robert W Baird amp Company
Michael Arris Pappas LPL Financial
Christopher Parsons Wells Fargo Advisors LLC
David C Partheymuller The Normandy Group
Edward William Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Craig Perkins CDP Financial
Roy Persky LPL Financial
Kirk R Peterson Peterson Financial Services
Bryan Pieper Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Victoria Lynne Pinder VP Financial Options
Patrick Eugene Pogue Edward Jones
Gary Poling Raymond James
Brent Powell GWN Securities
Mitchell Powers Investment Security Group
Julie F Pribble CoBiz Wealth
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 16
Walter John Rasmussen Morgan Stanley
Natalie Robbins Edward Jones
Bret Allen Roberts Morgan Stanley
Richard Rust Investment Security Group
Richard Sage LPL Financial
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Catherine Stahl Scheuber LPL Financial
Shelley Schlossberg CastleMountain Financial Page 18
Stacia Schmalzer MetLife
Max Scholfield Scholfield Wealth Management
David Schreiber Edward Jones
Kathleen Scott Cherry Hills Investment Advisors Page 13
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones
Steven Setchfield Setchfield Associates
Andleib Seth LotusGroup Advisors
Lesley Shiffrin NTB Advisors
David Burns Siebert First Financial Equity Corporation
Scott W Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Timothy Soderquist Morgan Stanley
Ann Foster Sparks Wells Fargo Advisors LLC
Eric J Srodulski Edward Jones
Richard Alan Stonger Merrill Lynch
William Stordahl Stordahl Capital ManagementWells Fargo Financial Network LLC
Jeffrey R Stotler Edward Jones
Paul Stratton Edward Jones
Adam Jason Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Greg Stringari Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Lee Strongwater Colorado Capital Management Page 19
Peter Lee Swanson Edward Jones
Theodore Swenson LPL Financial Page 19
Jeffrey Swingle Edward Jones
Eric Swope Ameriprise Financial Services Inc
Hony Mahone Tarrall NewWest Advisors
Scott Taylor Value Financial Advisers
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Betsy Thorpe Wells Fargo Advisors LLC
Dustin Tidwell Latitude Financial Group
Herman Tiemens II Wells Fargo Advisors LLC
Kristy Tochihara Morgan Stanley Page 13
Richard Todd Innovest Portfolio Solutions
Vernon Lee Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
Charles Turner The Mutual Fund Store
Martha Turner Edward Jones
David Twibell Custom Portfolio Group
Vincent William Valentine First Financial Strategies
Carin Wagner GHP Investment Advisors
Victor M Walker Wells Fargo Advisors LLC
Chester Wallace Quintus Financial Services
Greg Wambolt Wambolt amp Associates Page 18
Jeff J Warren Wells Fargo Advisors LLC
Robert Webster Webster Investment Advisors
Richard E Weintraub Meridian Wealth Management
Ward Welles Wells Fargo Advisors LLC
Noel Todd Wickwar Morgan Stanley
Chad A Williams Aveo Capital
Don K Williams WMS Financial Group
TH Williams Wells Fargo Advisors LLC
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Matthew Edward Winter Wells Fargo Advisors LLC
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Todd Warren Young Edward Jones
Michael G Zahler Wells Fargo Advisors LLC
Steven Zahorik Wells Fargo Advisors LLC
Curtis A Zeigler Capital Management Group
Jonathan Zeschin Essential Investment Partners
Matthew Ziereis Wells Fargo Advisors LLC
TaxationBruce Bendell Transitions Wealth
Management
Alan Piehl Alan R Piehl CPA
Trust ServicesRichard W Phillips Wells Fargo
Advisors LLC
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Professional
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Professional
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SPECIAL ADVERTISING SECTION
2014 Fiv
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Five Star Accounting and Estate Planning ProfessionalsHow do you find an accounting or estate planning professional with experience who has a good base of cl ients 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
accounting and estate planning professionals who satisfy 10 objective eligibility and e v a l u a t i o n c r i t e r i a A m o n g m a n y distinguishing attributes the average one-year client retention rate for this yearrsquos award-winning certified public accountants is more than 96 percent Meanwhile our winning estate planning attorneys clock an average of 78 percent of their hours as billable
The 2014 Five Star Certified Public Accountants and Estate Planning Attorneys are a select group representing less than 1 percent of the certified public accountants and 3 percent of the estate planning attorneys in the Denver area
Although this list is a useful tool for anyone looking for help with accounting or managing their estate it should not be considered exhaustive Undoubtedly there are many excellent accounting and estate planning professionals who for one reason or another are not on this yearrsquos list Self-nominations for this award are not accepted Denver award candidates were identified using internal and external research data
AWARDA Select
Award candidates who satisfied the following objective eligibility and evaluation criteria were named 2014 Five Star Certified Public Accountants or Estate Planning AttorneysOF AWARD WINNERS
Determination
Regulatory ReviewAs defined by Five Star Professional the accounting or estate planning professional 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 candidate Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists
bull Each candidate who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed abovebull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a potential winnerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use taxation or estate planning services in order to provide consumers the
opportunity to submit complaints regarding a potential winner
Eligibility Criteria ndash Required1 Credentialed licensed attorney 2 Actively employed as a credentialed professional in
the estate planning services industry for a minimum of five years
3 Favorable regulatory and complaint history review 4 A minimum of 50 percent of practice focus on estate
planning services 5 Accepting new clients
Evaluation Criteria ndash Considered 6 Number of transactions in last 12 months 7 Number of client households served 8 Industry and board certifications 9 Education and professional designations 10 Pro bono activities
Estate Planning AttorneysEligibility Criteria ndash Required 1 Credentialed Certified Public Accountant (CPA)2 Actively employed as a credentialed professional in
the accounting services industry for a minimum of five years
3 Favorable regulatory and complaint history review4 Accepting new clients5 Spend more than 50 percent of their time on taxation
or other accounting services
Evaluation Criteria ndash Considered6 One-year client retention rate7 Five-year client retention rate8 Number of clients served9 One-year billing realization rate10 Educat ion and profess ional des ignat ions
certifications
Certified Public Accountants
2014 Denver
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
FSbull25
2014 Fiv
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Daniel C Doherty
357 Main StLongmont CO 80501
Phone 303-532-2880Fax 303-532-2990dandanieldohertylawcomwwwdanieldohertylawcom
bull Estate planning taxation wills and trusts bull Estate probate and trust administration bull Business formation and succession planning
How Might We Be of Service to You
Never has a client asked that their estate or business planning be complicated diffi cult to understand or costly Everyone wants to keep it simple Unfortunately onersquos circumstances may require us to shift further up the continuum of complexity to resolve the challenge I strive to communicate with my clients in plain English to enable them to fully understand the pros and cons of the options available and the planning I propose
Juris DoctorateMaster of Laws of Taxation
Mira Fineacute
1999 Broadway Ste 4000Denver CO 80202
Offi ce 303-298-9600mfi neheincpacomwwwheincpacom
bull Service rooted in integrity listening and respectbull Technical knowledge to achieve identifi ed goals bull Independent thinking to provide objective advice
Connecting With Clients to Reach Their Goal
Mira has the ability to connect with clients and maintain open and constant communication to help drive decisions Using a solutions-based approach ideas and thoughts are shared in a collaborative environment with the focus on what is best for the client Mira believes various perspectives and points of view are important in achieving the best outcome which ultimately leads to prosperous and satisfi ed clients
Partner National Director of Tax Services
Ryan Senger
6000 Greenwood Plz Blvd Ste 125Greenwood Village CO 80111
Direct 303-488-7575Offi ce 303-488-7570RyanBorchardtSengercomwwwBorchardtSengercom
bull Comprehensive tax compliance servicesbull Intelligent tax planning strategiesbull Expert support for high-net-worth clients
Level of Service You Deserve
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 15 years of public accounting experience He has extensive experience working with partnerships S corporations and individuals Our fi rmrsquos focus is to provide accurate and timely advice to assist our clients in making informed business and personal tax decisions
Partner CPA MT
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
FSbull26
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
2014 Fiv
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Success requires
patience discipline
and diligence
mdash Five Star award winner
Award winners listed by primary services and listed alphabetically by last name
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
AccountingMarilyn Burnside Marilyn R
Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey and Company Professional Corporation
Mona Feeley WhippleWood CPAs
Mira Fineacute Hein amp Associates Page 25
Brenda A French Brenda A French CPA
Lenae Jackson May Jackson Hendrick
Gary Jacobs Gary A Jacobs and Associates
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Eric Lake Holben Hay Lake Balzer CPAs
Daniel Noven Noven amp Associates
Alan Piehl Alan R Piehl CPA
William Rooney Crowe Horwath
Ken Saliman Smith Brook Bolshoun amp Company
Mark L Sanders Mark L Sanders CPA
Michael V Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates Page 25
Joey Simon Smith Brook Bolshoun amp Company
Ernest Villany Boulder Valley CPAs
Donna J Ward Ward amp Associates CPAs
Richard Whipple WhippleWood CPAs
Gregory Zick Zick Business Advisors
Estate PlanningMichael Bland Bryan Cave
James W Buchanan III Buchanan amp Stouffer
Nancy R Crow Pendleton Wilson Hennessey amp Crow
Frank J Danzo III Chayet amp Danzo Page 26
Daniel Doherty Doherty Law Office Page 25
John Eckstein Fairfield and Woods
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
William Krems Davis Graham amp Stubbs
James Littlepage James Littlepage Law Offices
Nathan Merrill Goodspeed amp Merrill
David Osterman Osterman Law Firm
Jane Paddison Jane Caddell Paddison
Kristin Pineiro Wallace Scott
Daniel Rich Steele Street Bank amp Trust
Timothy Scott Wallace Scott
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 26
650 S Cherry St Ste 710Denver CO 80246Office 303-355-8500FrankColoradoElderLawcom
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
EstateBusiness Planning Elder Law
600 17th St Ste 2800Denver CO 80202Office 303-226-5861kzaloudekmshzlawcomwwwmszhlawcom
Kevin Zaloudek
Mills Schmitz Halstead amp Zaloudek has built a reputation of providing legal services without the customar y overhead of a typical law firm With practice areas ranging from tax and litigation to real estate and IP law Mills Schmitz Halstead amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Professional
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Star
Professional
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Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
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S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce 303-200-1441Cell 719-210-6817toddwarburtonraymondjamescomFrontRangeFinancialConsultingcom
bull Retirement planningbull Custom portfolio managementbull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPCThis award is bestowed by an independent third-party organization not affiliated
with Raymond James
Senior Vice President ndash Investments Branch Manager
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce 303-689-7424Toll-free 800-991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 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
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial 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
Private Wealth AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
Patricia Kummer
8871 Ridgeline Blvd Ste 100Highlands Ranch CO 80129
Offi ce 303-470-1209patkummerfi nancialcomwwwkummerfi nancialcom
bull Creating ethical solutions for 28 years bull Objective personal guidance bull Tailored wealth accumulation strategies
Creating Financial Peace of Mind
KFS is a dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Come experience our full-service personal attention to your specifi c needs We provide fi nancial services education and advice to professionals and families
CERTIFIED FINANCIAL PLANNERtrade
Mark R Paller
68 Inverness Ln E Ste 203Englewood CO 80112
Offi ce 303-858-0045markpallerpallerfi nancialcomwwwPallerFinancialcom
bull Established in 1997 bull Independent and transparent bull Operates under a fi duciary standard
You Are the Only One Who Counts
Paller Financial is dedicated to asking the tough questions of why how and what if By doing so we increase the probability of executing a successful fi nancial plan Our work is designed to manage risk secure appreciation and create regular income Integrated with the proper legal documents the outcome becomes self-evident
CPAPFS CFPreg CLUreg ChFCregcopy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
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wfivestarprofessionalcom
FSbull16
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Tom Abboud
6383 S Rifl e StAurora CO 80016
Offi ce 720-252-6004TomAbboudLPLcomVeritasfi nancialplanningcom
bull Truthful honest and upfront on everything bull First priority is your fi nancial success bull Customized fi nancial plans that fi t you
Veritas Noun Latin Meaning Truth
The pursuit of meaningful goals is something we all share Whether yoursquore planning for retirement to fund education for your children or grandchildren or to leave a legacy for the next generation Veritas Financial Planning can help you succeed With an understanding of individual needs and goals we will implement a personalized wealth management plan then monitor and adjust it as necessary to help you achieve those goals
LPL Financial Planner
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
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade professional 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 CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 2013 and 2014
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC This award is bestowed by an independent third-party organization not affiliated with Raymond James
CFPreg CFAreg
Sandon Purcell
Purcell Capital Management 5299 DTC Blvd Ste 210Greenwood Village CO 80111
Offi ce 303-800-3350Toll-free 888-338-4713
sandonpurcellwfafi netcomwwwpurcellcapitalcom
bull More than 60 years of combined experiencebull Multigenerational servicesbull Dividend-oriented income strategies
A Team Approach to Assist
It is our mission to always be committed to our core values of client service integrity and honest advice Because we have the support of a large fi rm such as Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone we believe we are able to off er our clients the very best possible experience Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate of
Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0814-05500 ]
Branch Manager
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80209Phone 303-331-6434elizabethovoyafacom wwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
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 makes 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 o ered through Voya Financial Advisors Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by Voya Financial Advisors
Financial Advisor MBA University of Colorado
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Star
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Star
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
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Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone 303-792-7340 Ext 2Direct 720-209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
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 CERTIFIED FINANCIAL PLANNERtrade 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 Five Star Wealth Manager 2012 2013 and 2014 Securities o ered through Raymond James Financial Services Inc Member FINRASIPC This award
is bestowed by an independent third-party organization not a liated with Raymond James
CFPreg MBA
Mark Sindrich
1490 S Pearl StDenver CO 80210
Offi ce 303-744-8899Toll-free 800-825-8259infosindrichcomwwwsindrichcom
bull Clarity confi dence consensus accountabilitybull Answers to the what-ifs that keep you up at nightbull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions that are clear and simple to each of our clientsrsquo unique fi nancial needs We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be o ered through NFP Advisor Services LLC Member FINRASIPC NFP Advisor Services LLC is not a liated with Sindrich amp Associates
CERTIFIED FINANCIAL PLANNERtrade
Dennis A Leonida
Raymond James Financial Services Inc 8400 E Prentice Ave Ste 1100Greenwood Village CO 80111
Offi ce 303-629-7500Toll-free 800-268-2689
dennisleonidaraymondjamescom
wwwraymondjamescomcfg
bull Comprehensive fi nancial planning bull Business continuity planning bull Employee benefi ts planning
Personalized Financial Planning
Our mission is to create an innovative client experience Through our tireless client service and industry-leading research we focus on assisting our clients in not only defi ning their fi nancial goals but more importantly developing a plan to achieve them
Securities offered through Raymond James Financial Services Inc Member FINRASIPCThis award is bestowed by an independent third-party organization not affiliated with
Raymond James
ChFCreg CLUreg
Jeffrey T Huff
6400 S Fiddlerrsquos Green Cir Ste 1840Greenwood Village CO 80111Offi ce 720-963-6120Cell 303-888-5511jeff reyhuff wfafi netcom
bull Highly personalized service and advice bull Customized portfolio management bull Retirement income and risk management
Professional Advice With Integrity
For over 26 years Jeff has provided his clients with customized comprehensive wealth management strategies and unbiased advice Talk to us if you seek a rich honest dialogue about your individual investment goals and challenges
Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate
of Wells Fargo amp Company Redpoint Capital Management is a separate entity from WFAFN [CAR 0914-02327]
President Branch Manager
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Star
Professional
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Star
Professional
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Star
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Star
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Star
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Star
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Star
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Star
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SPECIAL ADVERTISING SECTION
2014 Fiv
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
23596 Currant DrGolden CO 80401Phone 303-384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
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
CFPreg President LPL Registered Principal
CastleMountain Financial Services Inc
3200 Cherry Creek S DrSte 480Denver CO 80209Phone 303-733-4305lonnyobermeyerassetcomwwwobermeyerassetcom
Laurence J Kandel
I would like to thank our wonderful clients for their continued loyalty
Rankings andor recognition by una liated rating services andor publications should not be construed by a client or prospective client as a guarantee that heshe will experience a certain level of
results if Obermeyer is engaged or continues to be engaged to provide investment advisory services nor should it be construed
as a current or past endorsement of Obermeyer by any of its clients A copy of Obermeyerrsquos current written disclosure statement discussing its advisory services and fees is available upon request
Vice President Investments and Client Advisory
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office 720-836-4534
David W Moritz
I work one-on-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
Financial Advisor CFPreg
2229 S Joliet Way Aurora CO 80014 Direct 303-306-6639 katiecollinslplcom wwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 30 years of experience mdash Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
4419 Orofino CtCastle Rock CO 80108Office 303-663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
An Ameriprise Platinum Financial Servicesreg practice I help my clients plan for their dreams through a comprehensive financial planning approach and long-term investment 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
Financial Advisor CFPreg CLUreg
7665 E Windford StParker CO 80134Office 303-805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams works with high-net-worth individuals family offices and business owners to build sophisticated investment portfolios containing stocks bonds and other asset c lasses that emulate the endowment-style investing employed by large institutional investors
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Myers Financial Limited650 S Cherry St Ste 1250Denver CO 80246Office 303-393-0340Cell 303-319-1752lesliemyerslplcomwwwlplcomlesliemyers
Leslie A Myers
Leslie Myers treats her clients as partners in the investment and management of their assets Her personal touch which focuses on the individual as well as the family needs and wants has enabled her to generate new clients while maintaining a loyal clientele for many years
Securities o ered through LPL Financial Member FINRA SIPC
CFPreg MBA CLUreg ChFCreg LPL Financial Planner
13976 W Bowles Ave Ste 200Littleton CO 80127Office 720-962-6700Cell 303-808-4767wwwwamboltandassoccom
Greg Wambolt
Truth is wealth wonrsquot manage itself Reaching your goals takes a team dedicated to you mdashnot to their firm Our process is proven to identify planning gaps reduce complexity and deliver the best rate of return possible Itrsquos why successful people call on us to grow and protect their wealth Greg ldquoFinish Strongrdquo Wambolt is a f ly fisherman and a sport clay shooter
CFPreg CLUreg ChFCreg
If yoursquore in this business for money
alone you will never make it You have to
genuinely want to make a difference in your
clientsrsquo lives
mdash Five Star award winner
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
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Star
Professional
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Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
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ealth M
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1801 13th St Ste 200Boulder CO 80302Office 303-541-2047michaeljoakeswellsfargocom
Mike Oakes
For nearly a decade Mike has helped clients implement investment strategies and feel confident in their financial decisions Contact Mike Oakes for a consultation
Wells Fargo Advisors LLC Member SIPC is a registered broker-dealer and a separate non-bank a liate of Wells Fargo amp Company
[CAR 0814-03128]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor
5610 Ward Rd Bldg 100 Ste 110Arvada CO 80002Office 303-393-2456tedswensonlplcomswensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
Denver CO 80202Office 720-399-5555Cell 720-495-1317DerekETriumphCapitalManagementcomTriumphCapitalManagementcom
Derek N Eichenwald
Mr Eichenwald assists clients of Triumph Capital LLC on their l ifetime financial and strategic goals through sound asset management risk planning retirement planning and advanced estate planning techniques
1610 Wynkoop Street Suite 550 Denver CO 80202Securities o ered through JP Turner amp Company LLC (Member SIPC) JP Turner amp Company LLC is not a liated with Triumph Capital LLC
JPT090914-1519
CEO and Senior Investment Executive
8751 E Hampden Ave Ste B-10Denver CO 80231Phone 303-243-5722jimmyhassonlplcomwwwhassonfinancialscom
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 investment advisory retirement planning and education planning
Securities o ered through LPL Financial Member FINRASIPC
CERTIFIED FINANCIAL PLANNERtrade
4430 Arapahoe AveBoulder CO 80303Office 303-444-9300leecoloradocapcomwwwcoloradocapcom
Lee Strongwater
Integrity Quality Results
At Colorado Capital Management we seek to understand the purpose money serves for you before we put it to use We do this by listening and understanding what is most important and then by designing a prudent plan for you to achieve your cherished goals
Financial Advisor
5251 DTC Pkwy Ste 1500Greenwood Village CO 80111Office 303-925-9648michaeljhoodmorganstanleycommorganstanleyfacomhood
Michael J Hood
As your financial advisor I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve 2014 Five Star award winner
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP
(with ame design) in the US copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President CFPreg
7979 E Tufts Ave Ste 715Denver CO 80237Direct 303-689-7480nicolemayampfcomameripriseadvisorscomnicolemay
Nicole May
What are your dreams and goals for retirement I am passionate about working with my clients and want them to experience financial confidence now and in retirement It starts with a conversation discussing cash reserves debt management investments and taxes
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
Financial Advisor CERTIFIED FINANCIAL PLANNERtrade professional
7979 E Tufts Ave Ste 715Denver CO 80237Phone 303-689-7448raeyanexfarrellampfcomameripriseadvisorscomraeyanexfarrell
Raeyane Farrell
Whether itrsquos a long way off fast approaching or already a reality you have dreams and goals for your retirement I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs
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
MBA Financial Advisor
Wells Fargo Advisors LLC3200 Cherry Creek S Dr Ste 100Denver CO 80209Phone 303-248-0842Toll-free 800-777-1401DonnaBoenderWFAdvisorscom
Donna M Boender
Donna Boender CERTIFIED FINANCIAL PLANNERtrade 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 Visit wwwWFAdvisorscomdonnaboender
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02380 91514]
Senior Vice President ndash Investment Officer
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Star
Professional
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Star
Professional
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Star
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Professional
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SPECIAL ADVERTISING SECTION
2014 Fiv
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ealth M
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Award winners listed by primary services and listed alphabetically by last name
Business PlanningMark Goodside Retirement
Solutions of Colorado
William E Roberts AUCTORIS
Bernard Taillon Triad Financial Group
Kerry Linn Walker Business Owner Solutions
Estate PlanningRichard H Hartmann AUCTORIS
Reid M Johnson MBA Wealth Management
Financial PlanningChad Aaberg Thrivent Financial
Thomas Abboud Veritas Financial Planning Page 16
Chad Michael Alevras Gregory amp Associates
Vasil W Allabashi Wealth Strategies Group Page 4
Gregory Robert Anderson GRAnderson Wealth Management Group
Valerie Antonioli Cherry Hills Investment Advisors Page 13
Nathan M Archuleta Summit Wealth Group
Craig Arfsten Prosperion Financial Advisors
Terri Ashton Townsend Retirement Specialists
Colleen Askew Knopinski amp Fauver Financial Advisors
Mark Autterson Win Advisor
Stephen Baker Ameriprise Financial Services Inc
Ali Barghelame Barghelame Wealth Advisors
Linda R Barker Ethos Financial PartnersAmeriprise Financial Services Inc
John T Barry Barry Financial Services
Jeffrey Bartleson Ameriprise Financial Services Inc
Bob Bastiaans Ameriprise Financial Services Inc Page 15
Dana Bath Aveo Capital
Tom Baumler Asset One
Richard Bellmar Bellmar Family Financial
Benjamin Wills Bender Raymond James
John R Bennett First Command Financial Planning
A Raymond Benton Benton amp Company
Amy Berk Ameriprise Financial Services Inc
David Billingslea Ameriprise Financial Services Inc
Matthew R Blake My Portfolio Guide
Mitchell Lewis Bloom Bloom Financial
Thomas Boh Robert W Baird amp Company
Steve Booren Prosperion Financial Advisors
Kean Boucher Boucher Wealth Management Group Page 5
Paula Boyka Raymond James
Carol Rogers Breglio Ameriprise Financial Services Inc
Michael J Broker Trilogy Financial Services
Mark R Brown Brown amp Tedstrom
Michael V Brown Morgan Stanley
JA Tyler Browning II The Browning Group II
James Roland Brubaker Exit amp Retirement Strategies
Stephen Brubaker Exit amp Retirement Strategies
Christopher P Bruhl LPL Financial Page 11
Stephanie Bruno SBWA
Matthew Carpinelli AFC Wealth Management Group
Madison Anne Carter Morgan Stanley
Karlton D Childress Sharkey Howes amp Javer
Loretta Chiofolo Ameriprise Financial Services Inc
Michael Cohen Lincoln Financial Advisors
Michael Anthony Coleman Ameriprise Financial Services Inc
Richard P Costner G5 Financial Group
Seth Davis RMB Capital
LeeAnn Day LPL Financial
Jordan Dechtman Jordan Dechtman Wealth Management
Louis M DeNiro Ameriprise Financial Services Inc
John Diak Oatley amp Diak
Christopher James Dietz Morgan Stanley
Jeffrey Donahue Donaco Financial Services
Kathleen Drake Ameriprise Financial Services Inc
Pamela Dumonceau Asset One
Robert Eberhardt AampI Financial Services
Mike Edwards Morgan Stanley
Deborah Eggleston The Partners Group
Derek Nathan Eichenwald Triumph Capital Management Page 19
Bret A Elliott Elliott Financial
Daniel D Ellis US Bancorp
Chad Ernzen The Mutual Fund Store
Jason Evans New England Securities
John Wayne Farlow Financial Abundance
Raeyane Farrell Ameriprise Financial Services Inc Page 19
Alexander N Feick Paragon Capital Management
Lawrence Finch G5 Financial Group Page 3
David Findlow Charles Schwab amp Company
Nelisha Firestone Firestone Financial Group
Keith Ryan Fisher Financial Designs
Andrew Flanscha Thrivent Financial
Tamara Fontenot Ameriprise Financial Services Inc
Scott Forsyth G5 Financial Group Page 3
Elyse D Foster Harbor Financial Group
Karl Frank AampI Financial Services
Kimberly Gieseler LPL Financial
James Graham IV Lincoln Financial Advisors
Gerald A Graham Sr The Timberline Group
Kathryn Greene UMB Private Wealth Management
Janet Greiner American Zang Investment Council
Aaron Grey Denver Money Manager
Robert Edmund Grey Denver Money Manager
Whitney Winslow Grimm Summit Wealth ManagementAmeriprise Financial Services Inc
Jerry L Gruber Greenbook Wealth Management Page 10
Stephanie Gudka CUSO Page 11
Eustis Habighorst Public Service Credit Union
Mimi N Hackley Sharkey Howes amp Javer
Adam Watson Hall LPL Financial Page 11
Lowell Hansen Schaefer Financial Management
Chad Michael Harmon AampI Financial Services
Michael J Harrington Morgan Stanley
Roger Harris R Kent Harris amp Associates
Jimmy Hasson Hasson Financial Page 19
Scott M Hauser Ameriprise Financial Services Inc
Ross Haycock Summit Wealth Group
G Bruce Hemmings Morgan Stanley Page 6
Stephanie Herdahl Lincoln Financial Advisors
Debra K Herrington Vision Financial Services
Jennifer Hilts First Command Financial Planning
Jody Hinsey Greenbook Wealth Management Page 10
Robert Hochstadt GHP Investment Advisors
Robert L Holland Jr Life Transition Planners
Kevin D Hollis First Command Financial Planning
Guy Wesley Holman TCI Wealth Advisors
Gregory Horstman Prosperion Financial Advisors
Brett Howard Cherry Street Partners
Lawrence E Howes Sharkey Howes amp Javer
Andrew C Inman Peoples Investment Professionals
Phil Jacobson Synergy Financial Partners
Joseph Janiczek Janiczek amp Company
Patrick Janssen Ameriprise Financial Services Inc
Joel B Javer Sharkey Howes amp Javer
Karen Jessey Wealth Strategies Group Page 4
Debra Marie Johnson Life Transition Planners
Susan Elizabeth Johnston Cherry Hills Investment Advisors Page 13
Marvin Kark MZ Kark and Associates
David Keller Wealth Strategies Group Page 4
Shawn Kelly Townsend Retirement Specialists
Gary Wayne Keyfauver Raymond James
Zachary Kibby Thrivent Financial
Harold W Kirschner Sharkey Howes amp Javer
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
copy Five
Star
Professional
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Star
Professional
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Star
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SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
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Award winners listed by primary services and listed alphabetically by last name
Cain Kobert Rocky Mountain Wealth Management
Larry N Koenigsberg Raymond James
Patricia Kummer Kummer Financial Strategies Page 15
Paul Lambert Cherry Street Partners
Bruce Larsen Presidential Brokerage
David Lawyer First Command Financial Planning
Chad Leigh Exit amp Retirement Strategies
Dennis A Leonida Raymond James Page 17
Mark Levine US Bancorp Investments
Richard Jason Levine Synergy Financial Partners
Michael Lincoln Lincoln Financial Services
David Loos Charles Schwab amp Company
Ronald C Lottridge Catalyst Financial Strategies
Josh David Lozow Transitions Wealth Management
Tad Michael Lyle Planning Resources
Kimberly Kaye Maez Ameriprise Financial Services Inc
Adam Makkai Makkai Capital Management
Joel Thomas Martin Denver Money Manager
Quinn A Martinez Clear Creek Investment Services
Marla Mason Presidential Brokerage
Nicole May Ameriprise Financial Services Inc Page 19
Cris Robert McBride NFP Securities
Jason Scott McBride Presidential Brokerage
Angel B McCall Lifetime Financial Strategies
Chad McDonnell Denver Investments
Dennis Means LPL Financial
Dot Mechtenberg Dot Mechtenberg
Terry Melonakis Melonakis Financial
Dita Merritt Ameriprise Financial Services Inc
Harve P Meslin Safe Harbor Financial Group
Ann Marie Milinazzo Hadad-Milinazzo Financial Group
Matthew Stephen Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Shawn Moore Morgan Stanley
J Cameron Morgan AampI Financial Services
David Moritz Ameriprise Financial Services Inc Page 18
C Randal Morris Summit Wealth Group
Jesse Morris Summit Wealth Group
David Morrison Prosperion Financial Advisors
Angela Mueting Thrivent Financial
Ryan S Murphy Ameriprise Financial Services Inc Page 7
Jay A Murray RM Infinity Advisors and Solutions for Tuition
Steve R Musick Destiny Capital
Leslie Myers LPL Financial Page 18
Thomas Nazzaro American Portfolios
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Josh Nelson Keystone Financial Services
Neil Norman Nichols Intentional Wealth
Amy Noel LPL Financial
Brad Noland Wagner Wealth Management
Patrick Nolen Nolen Western
William Norris Robert W Baird amp Company
Daniel Noven Noven Financial Group
Elizabeth OrsquoDonnell OrsquoDonnell Wealth Management Page 16
Daniel OrsquoLeary Quintus Financial Services
Sean OrsquoNeill Raymond James
Karen Ogard Robert W Baird amp Company
Dominick Paoloni SMG Partners
Charles Gregory Parr Ameriprise Financial Services Inc
Jeffrey Payne Aspen Wealth Management
Russell Petrin Morgan Stanley
Mary Lee Pierce Ameriprise Financial Services Inc Page 18
Sybil Praski Prosperion Financial Advisors
Christine Raines Azimuth Wealth Management
Jerry R Reiff Morgan Stanley
James A Reinig Reinig amp Associates
David Repka Creative Financial Solutions
Keith Robinson Morgan Stanley
Heather Kristin Roentz Merrill Lynch
Carole L Rominger Full Circle Wealth Management
Eric Rosel Morgan Stanley
Kevin W Ruebesam Thrivent Financial
Karen K Salvatore Shine Investment Advisory Services
Greg Schowe LotusGroup Advisors
Daniel B Schultz Ameriprise Financial Services Inc
Gregory Phillip Seal Seal Financial Services Page 2
Kara Sekavec LPL Financial
Eileen M Sharkey Sharkey Howes amp Javer
Michael Sherman Crestone Capital Advisors
Judith Shine Shine Investment Advisory Services
Andrea Shortino Ameriprise Financial Services Inc
Gary Brian Sidder Life Transition Planners
R Brady Siegrist Janiczek amp Company
Michael G Simmons Transitions Wealth Management
Mark Sindrich Sindrich amp Associates Page 17
Mark Smith MJ Smith and Associates
Mark Andrew Solinski First Allied Securities
Paul Staib Staib Financial Planning
Keith Stechmesser Thrivent Financial
Kelly Stecklein Capital Evolution Group
Stephen L Stribling Morgan Stanley
Kevin Patrick Sullivan Sullivan amp Associates
Marilynne Tarrall NewWest Advisors
Matthew H Tepoorten Charles Schwab amp Company
Mark E Thomas Townsend Retirement Specialists
Kris Tower American Portfolios
Deborah A Towers Towers Wealth Management
Jeff Townsend Townsend Retirement Specialists
Jennifer Trembley Ethos Financial PartnersAmeriprise Financial Services Inc
Scott Tremlett Charles Schwab amp Company
Laura Uchida Invest Financial
James Urbonas Ascent Financial Advisors
Maria Dolores Vargas LPL Financial
Jack Venable Ethos Financial PartnersAmeriprise Financial Services Inc
Gary Wagner Wagner Wealth Management
Rhonda Wagner Ameriprise Financial Services Inc
Carole Wagner-Grauer MetLife
Cortney Walker GW Wealth Management
Damian Walsh Ameriprise Financial Services Inc
Nathan Wangerin Thrivent Financial
Sterling Warburton Raymond James Page 15
Kenneth P Warner Ameriprise Financial Services Inc
Timothy Waters Triumph Capital Management
Rick Watson The Milestone Group
Marilyn S Weaver Presidential Brokerage
Charles Matthew Wernig The Browning Group II
Janet White Shine Investment Advisory Services
Zoe Whitmore Ameriprise Financial Services Inc
Brenda E Wille-Cope First Financial Strategies
Brian Williams GampW Wealth Management
Craig E Williams Williams Investment Network Page 18
Bart Writer Wealth Concepts
Charlene Zahn-Busch Zahn Financial Services
Ron Zimmermann Morgan Stanley Page 12
Diane Zing Trilogy Financial Services
InsuranceMark D Arlen Lincoln Financial
Advisors
Henry Geyelin Carpenter Ameriprise Financial Services Inc
Michael Edwards COPIC Financial Services
Matthew Grant Gehring Summit Wealth ManagementAmeriprise Financial Services Inc
InvestmentsKenneth Acampora Durable Wealth
Management
Patrick Adams PVG Asset Management
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
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ealth M
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Award winners listed by primary services and listed alphabetically by last name
Bruce G Allen Bruce G Allen Investments Page 9
Candace Lee Allen Wells Fargo Advisors LLC
Philip Sheridan Almon Wells Fargo Advisors LLC
David Anderson Triad Financial Group
Douglas Maurice Applegate Edward Jones
John Arnold Wells Fargo Advisors LLC
Willis Ashby Integra Financial
Daniel L Austin Thrivent Financial
Stephen Avis Wells Fargo Advisors LLC
Hugh C Bandy Edward Jones
Gordon Bauer LPL Financial
Andy Beasley The Milestone Group
Brad Bickham Sargent Bickham Lagudis
Donald Billings Charles Schwab amp Company
Kenneth Blair Edward Jones
Patrick A Bloomfield Wells Fargo Advisors Financial Network LLC
Donna M Boender Wells Fargo Advisors LLC Page 19
Brian Boudreau Edward Jones
Sara D Boyd CoBiz Wealth
Jeffery Wayne Bruce Edward Jones
Barry C Bruner Wedbush Securities
Keith Bryant RBC Wealth Management
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
James Callahan Janiczek amp Company
William I Callender Lincoln Financial Advisors
Robert M Campbell Wells Fargo Advisors LLC
John Carnes Edward Jones
Mark William Christofferson Wells Fargo Advisors LLC
John Claxton Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 18
William H Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
Travis Cook Travis CookAvant Garde Advisors
David Arthur Cooper Edward Jones
Tony Coppola The Milestone Group
John R Cormey CoBiz Wealth
James Bryan Cornehlsen Capstone Investment Financial Group
Jonathan D Cox Morgan Stanley
Jordan Curry Morgan Stanley
Patty Delucas Wells Fargo Advisors LLC
Warren Greg Denewiler Denewiler Capital Management
Neil P Dermody Wells Fargo Advisors LLC
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Edward Dickey INS Capital Management
Angus Elder Dillon Wells Fargo Advisors LLC
Robin A Dillon Wells Fargo Advisors LLC
Phil Dispense Morgan Stanley Page 12
Matthew Dolan Edward Jones
Neil Draxler Edward Jones
Greyson Drexel Wells Fargo Advisors LLC
Stephen Drexler Wells Fargo Advisors LLC Page 14
Steve Durman Wells Fargo Advisors LLC
Todd A Dussex LPL Financial
Melissa Dyer Raymond James Page 17
David Huber Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC
Steven Ehrman LPL Financial
Geoff Eliason Peak Capital Management
Steve Ellis Colorado Capital Management
Trevor J Emery ACM Wealth Solutions
Galina Y Esterby Morgan Stanley
Nanette Fahrenbruch Edward Jones
Robert Farris Wells Fargo Advisors LLC
Richard Fishel The Fishel Group
Gustin D Fox-Smith Fox-Smith Wealth Management
Kirk Aaron Freedle Innovative Financial Partners
Brian Friedman GHP Investment Advisors
Mark Frohlich Wells Fargo Advisors LLC
Marc Gaudreault Western Wealth Advisors
Geoffrey Todd Gervasini Wakefield Asset Management
Bob Gibson Edward Jones
David Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Jason Kessler Gocke Edward Jones
Kevin James Goldin Morgan Stanley
Stephen Gordon Cornerstone Asset Management
Mark Griffin Wells Fargo Advisors LLC
Elbert Clark Griggs Griggs Wealth Management
Randy R Grose Cherry Creek Retirement Advisors
Edgar George Aaron Gumbiner Marathon Investment Management
Robert Guthrie Merrill Lynch
Melanie Hanby Asset One
Beth Haney Edward Jones
David Hansen Meridian Wealth Management
Guy Harris Edward Jones
Theodore Harris The Milestone Group
Robert L Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley
Tara Hefty-Hume Peak Asset Management
Katherine Heidtbrink Wells Fargo Advisors LLC
Lynn Zickefoose Hendricks Hendricks Financial Services
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Philip Holbert Robert W Baird amp Company
Michael J Hood Morgan Stanley Page 19
Jeffrey Huff Redpoint Capital Management Page 17
Kyle Hurt Lifetime Capital Management
Jeffrey Hutcheson Edward Jones
Eric Jasper Edward Jones
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 7
Nicholas Ryan Jones Morgan Stanley
Steven T Jones Tenacity Investment Group
Robert Hunter Junge Hunter Retirement amp Wealth Management
Linda S Kalat Morgan Stanley
Laurence J Kandel Obermeyer Asset Management Company Page 18
Brandon Kane Wells Fargo Advisors LLC
Craig Lee Kinnunen Janiczek amp Company
Eric Koeplin The Milestone Group
Leon Koob Wells Fargo Advisors LLC
H Scott Koplar Ameriprise Financial Services Inc
Joseph Kozmata Raymond James Page 16
David Kraatz Morgan Stanley
Bradley Kreidle Mainline West
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Porter Landreth Asset One
Leasha K Larsen Edward Jones
Brian C Larson Edward Jones
Daniel Kit Lassen Ameriprise Financial Services Inc
Lori Taylor Lawrence Western Equity Group
Timothy Lawrence Millennium Portfolio Advisors
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
Mark Liley Wells Fargo Advisors LLC
Christopher Long Ameriprise Financial Services Inc
Brad A Lundberg Edward Jones
Bruce Lutz MetLife
Andy Lyford Charlton Investment Services
Christopher Ryan Lynett Wells Fargo Advisors LLC
Tupper MacDowell Robert W Baird amp Company
Leslie A MacGuire LPL Financial
Peter Noel MacMillan Edward Jones
Gary Mangelsdorf LPL Financial
Ted J Manzanares MetLife
Keith O Marks Openheimer amp Company
Raphael Andre Martorello LotusGroup Advisors
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Star
Professional
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Star
Professional
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Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Professional
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Star
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
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Man
agers
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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
Award winners listed by primary services and listed alphabetically by last name
Tanya Rebekah Mathews Meridian Wealth Management
Roger D Maurer Maurer amp Associates Page 10
John McCorvie Peak Asset Management
Colin Michael McCoy CGC Financial
Janet L McCoy Seal Financial Services Page 2
Michael McDonald LPL Financial
Richard C McDowell LPL Financial
Brent McGibbon McGibbon Asset Management Page 12
David W Mckinlay David W Mckinlay ChFC
Patricia Anne McNamara Cherry Creek Investment Advisors
Brandy Shera Merriam Ameriprise Financial Services Inc
Craig Louis Miller Morgan Stanley
Lauretta C Moell Wells Fargo Advisors LLC
Rebecca Moreland Robert W Baird amp Company
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management
John P Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Jesse Brooks Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Thomas V OrsquoDonnell Ameriprise Financial Services Inc
Adam OrsquoHair Edward Jones
Mike Oakes Wells Fargo Advisors LLC Page 19
James M Olson Morgan Stanley
David L Overton Halbert Hargrove Global Advisors
Jay Oyer Merrill Lynch
Mark Paller Paller Financial Services Page 15
Daniel Palm Robert W Baird amp Company
Michael Arris Pappas LPL Financial
Christopher Parsons Wells Fargo Advisors LLC
David C Partheymuller The Normandy Group
Edward William Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Craig Perkins CDP Financial
Roy Persky LPL Financial
Kirk R Peterson Peterson Financial Services
Bryan Pieper Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Victoria Lynne Pinder VP Financial Options
Patrick Eugene Pogue Edward Jones
Gary Poling Raymond James
Brent Powell GWN Securities
Mitchell Powers Investment Security Group
Julie F Pribble CoBiz Wealth
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 16
Walter John Rasmussen Morgan Stanley
Natalie Robbins Edward Jones
Bret Allen Roberts Morgan Stanley
Richard Rust Investment Security Group
Richard Sage LPL Financial
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Catherine Stahl Scheuber LPL Financial
Shelley Schlossberg CastleMountain Financial Page 18
Stacia Schmalzer MetLife
Max Scholfield Scholfield Wealth Management
David Schreiber Edward Jones
Kathleen Scott Cherry Hills Investment Advisors Page 13
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones
Steven Setchfield Setchfield Associates
Andleib Seth LotusGroup Advisors
Lesley Shiffrin NTB Advisors
David Burns Siebert First Financial Equity Corporation
Scott W Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Timothy Soderquist Morgan Stanley
Ann Foster Sparks Wells Fargo Advisors LLC
Eric J Srodulski Edward Jones
Richard Alan Stonger Merrill Lynch
William Stordahl Stordahl Capital ManagementWells Fargo Financial Network LLC
Jeffrey R Stotler Edward Jones
Paul Stratton Edward Jones
Adam Jason Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Greg Stringari Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Lee Strongwater Colorado Capital Management Page 19
Peter Lee Swanson Edward Jones
Theodore Swenson LPL Financial Page 19
Jeffrey Swingle Edward Jones
Eric Swope Ameriprise Financial Services Inc
Hony Mahone Tarrall NewWest Advisors
Scott Taylor Value Financial Advisers
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Betsy Thorpe Wells Fargo Advisors LLC
Dustin Tidwell Latitude Financial Group
Herman Tiemens II Wells Fargo Advisors LLC
Kristy Tochihara Morgan Stanley Page 13
Richard Todd Innovest Portfolio Solutions
Vernon Lee Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
Charles Turner The Mutual Fund Store
Martha Turner Edward Jones
David Twibell Custom Portfolio Group
Vincent William Valentine First Financial Strategies
Carin Wagner GHP Investment Advisors
Victor M Walker Wells Fargo Advisors LLC
Chester Wallace Quintus Financial Services
Greg Wambolt Wambolt amp Associates Page 18
Jeff J Warren Wells Fargo Advisors LLC
Robert Webster Webster Investment Advisors
Richard E Weintraub Meridian Wealth Management
Ward Welles Wells Fargo Advisors LLC
Noel Todd Wickwar Morgan Stanley
Chad A Williams Aveo Capital
Don K Williams WMS Financial Group
TH Williams Wells Fargo Advisors LLC
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Matthew Edward Winter Wells Fargo Advisors LLC
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Todd Warren Young Edward Jones
Michael G Zahler Wells Fargo Advisors LLC
Steven Zahorik Wells Fargo Advisors LLC
Curtis A Zeigler Capital Management Group
Jonathan Zeschin Essential Investment Partners
Matthew Ziereis Wells Fargo Advisors LLC
TaxationBruce Bendell Transitions Wealth
Management
Alan Piehl Alan R Piehl CPA
Trust ServicesRichard W Phillips Wells Fargo
Advisors LLC
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Star
Professional
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Star
Professional
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Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Professional
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Professional
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Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
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Five Star Accounting and Estate Planning ProfessionalsHow do you find an accounting or estate planning professional with experience who has a good base of cl ients 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
accounting and estate planning professionals who satisfy 10 objective eligibility and e v a l u a t i o n c r i t e r i a A m o n g m a n y distinguishing attributes the average one-year client retention rate for this yearrsquos award-winning certified public accountants is more than 96 percent Meanwhile our winning estate planning attorneys clock an average of 78 percent of their hours as billable
The 2014 Five Star Certified Public Accountants and Estate Planning Attorneys are a select group representing less than 1 percent of the certified public accountants and 3 percent of the estate planning attorneys in the Denver area
Although this list is a useful tool for anyone looking for help with accounting or managing their estate it should not be considered exhaustive Undoubtedly there are many excellent accounting and estate planning professionals who for one reason or another are not on this yearrsquos list Self-nominations for this award are not accepted Denver award candidates were identified using internal and external research data
AWARDA Select
Award candidates who satisfied the following objective eligibility and evaluation criteria were named 2014 Five Star Certified Public Accountants or Estate Planning AttorneysOF AWARD WINNERS
Determination
Regulatory ReviewAs defined by Five Star Professional the accounting or estate planning professional 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 candidate Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists
bull Each candidate who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed abovebull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a potential winnerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use taxation or estate planning services in order to provide consumers the
opportunity to submit complaints regarding a potential winner
Eligibility Criteria ndash Required1 Credentialed licensed attorney 2 Actively employed as a credentialed professional in
the estate planning services industry for a minimum of five years
3 Favorable regulatory and complaint history review 4 A minimum of 50 percent of practice focus on estate
planning services 5 Accepting new clients
Evaluation Criteria ndash Considered 6 Number of transactions in last 12 months 7 Number of client households served 8 Industry and board certifications 9 Education and professional designations 10 Pro bono activities
Estate Planning AttorneysEligibility Criteria ndash Required 1 Credentialed Certified Public Accountant (CPA)2 Actively employed as a credentialed professional in
the accounting services industry for a minimum of five years
3 Favorable regulatory and complaint history review4 Accepting new clients5 Spend more than 50 percent of their time on taxation
or other accounting services
Evaluation Criteria ndash Considered6 One-year client retention rate7 Five-year client retention rate8 Number of clients served9 One-year billing realization rate10 Educat ion and profess ional des ignat ions
certifications
Certified Public Accountants
2014 Denver
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Star
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Star
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Star
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Star
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Star
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Star
Professional
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Star
Professional
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Star
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
FSbull25
2014 Fiv
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Daniel C Doherty
357 Main StLongmont CO 80501
Phone 303-532-2880Fax 303-532-2990dandanieldohertylawcomwwwdanieldohertylawcom
bull Estate planning taxation wills and trusts bull Estate probate and trust administration bull Business formation and succession planning
How Might We Be of Service to You
Never has a client asked that their estate or business planning be complicated diffi cult to understand or costly Everyone wants to keep it simple Unfortunately onersquos circumstances may require us to shift further up the continuum of complexity to resolve the challenge I strive to communicate with my clients in plain English to enable them to fully understand the pros and cons of the options available and the planning I propose
Juris DoctorateMaster of Laws of Taxation
Mira Fineacute
1999 Broadway Ste 4000Denver CO 80202
Offi ce 303-298-9600mfi neheincpacomwwwheincpacom
bull Service rooted in integrity listening and respectbull Technical knowledge to achieve identifi ed goals bull Independent thinking to provide objective advice
Connecting With Clients to Reach Their Goal
Mira has the ability to connect with clients and maintain open and constant communication to help drive decisions Using a solutions-based approach ideas and thoughts are shared in a collaborative environment with the focus on what is best for the client Mira believes various perspectives and points of view are important in achieving the best outcome which ultimately leads to prosperous and satisfi ed clients
Partner National Director of Tax Services
Ryan Senger
6000 Greenwood Plz Blvd Ste 125Greenwood Village CO 80111
Direct 303-488-7575Offi ce 303-488-7570RyanBorchardtSengercomwwwBorchardtSengercom
bull Comprehensive tax compliance servicesbull Intelligent tax planning strategiesbull Expert support for high-net-worth clients
Level of Service You Deserve
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 15 years of public accounting experience He has extensive experience working with partnerships S corporations and individuals Our fi rmrsquos focus is to provide accurate and timely advice to assist our clients in making informed business and personal tax decisions
Partner CPA MT
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
FSbull26
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
2014 Fiv
e Star A
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Success requires
patience discipline
and diligence
mdash Five Star award winner
Award winners listed by primary services and listed alphabetically by last name
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
AccountingMarilyn Burnside Marilyn R
Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey and Company Professional Corporation
Mona Feeley WhippleWood CPAs
Mira Fineacute Hein amp Associates Page 25
Brenda A French Brenda A French CPA
Lenae Jackson May Jackson Hendrick
Gary Jacobs Gary A Jacobs and Associates
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Eric Lake Holben Hay Lake Balzer CPAs
Daniel Noven Noven amp Associates
Alan Piehl Alan R Piehl CPA
William Rooney Crowe Horwath
Ken Saliman Smith Brook Bolshoun amp Company
Mark L Sanders Mark L Sanders CPA
Michael V Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates Page 25
Joey Simon Smith Brook Bolshoun amp Company
Ernest Villany Boulder Valley CPAs
Donna J Ward Ward amp Associates CPAs
Richard Whipple WhippleWood CPAs
Gregory Zick Zick Business Advisors
Estate PlanningMichael Bland Bryan Cave
James W Buchanan III Buchanan amp Stouffer
Nancy R Crow Pendleton Wilson Hennessey amp Crow
Frank J Danzo III Chayet amp Danzo Page 26
Daniel Doherty Doherty Law Office Page 25
John Eckstein Fairfield and Woods
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
William Krems Davis Graham amp Stubbs
James Littlepage James Littlepage Law Offices
Nathan Merrill Goodspeed amp Merrill
David Osterman Osterman Law Firm
Jane Paddison Jane Caddell Paddison
Kristin Pineiro Wallace Scott
Daniel Rich Steele Street Bank amp Trust
Timothy Scott Wallace Scott
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 26
650 S Cherry St Ste 710Denver CO 80246Office 303-355-8500FrankColoradoElderLawcom
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
EstateBusiness Planning Elder Law
600 17th St Ste 2800Denver CO 80202Office 303-226-5861kzaloudekmshzlawcomwwwmszhlawcom
Kevin Zaloudek
Mills Schmitz Halstead amp Zaloudek has built a reputation of providing legal services without the customar y overhead of a typical law firm With practice areas ranging from tax and litigation to real estate and IP law Mills Schmitz Halstead amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
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Star
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
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ealth M
anag
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
Tom Abboud
6383 S Rifl e StAurora CO 80016
Offi ce 720-252-6004TomAbboudLPLcomVeritasfi nancialplanningcom
bull Truthful honest and upfront on everything bull First priority is your fi nancial success bull Customized fi nancial plans that fi t you
Veritas Noun Latin Meaning Truth
The pursuit of meaningful goals is something we all share Whether yoursquore planning for retirement to fund education for your children or grandchildren or to leave a legacy for the next generation Veritas Financial Planning can help you succeed With an understanding of individual needs and goals we will implement a personalized wealth management plan then monitor and adjust it as necessary to help you achieve those goals
LPL Financial Planner
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
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade professional 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 CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 2013 and 2014
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC This award is bestowed by an independent third-party organization not affiliated with Raymond James
CFPreg CFAreg
Sandon Purcell
Purcell Capital Management 5299 DTC Blvd Ste 210Greenwood Village CO 80111
Offi ce 303-800-3350Toll-free 888-338-4713
sandonpurcellwfafi netcomwwwpurcellcapitalcom
bull More than 60 years of combined experiencebull Multigenerational servicesbull Dividend-oriented income strategies
A Team Approach to Assist
It is our mission to always be committed to our core values of client service integrity and honest advice Because we have the support of a large fi rm such as Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone we believe we are able to off er our clients the very best possible experience Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate of
Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0814-05500 ]
Branch Manager
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80209Phone 303-331-6434elizabethovoyafacom wwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
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 makes 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 o ered through Voya Financial Advisors Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by Voya Financial Advisors
Financial Advisor MBA University of Colorado
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Star
Professional
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Star
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Star
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Star
Professional
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Star
Professional
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Star
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Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
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Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone 303-792-7340 Ext 2Direct 720-209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
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 CERTIFIED FINANCIAL PLANNERtrade 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 Five Star Wealth Manager 2012 2013 and 2014 Securities o ered through Raymond James Financial Services Inc Member FINRASIPC This award
is bestowed by an independent third-party organization not a liated with Raymond James
CFPreg MBA
Mark Sindrich
1490 S Pearl StDenver CO 80210
Offi ce 303-744-8899Toll-free 800-825-8259infosindrichcomwwwsindrichcom
bull Clarity confi dence consensus accountabilitybull Answers to the what-ifs that keep you up at nightbull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions that are clear and simple to each of our clientsrsquo unique fi nancial needs We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be o ered through NFP Advisor Services LLC Member FINRASIPC NFP Advisor Services LLC is not a liated with Sindrich amp Associates
CERTIFIED FINANCIAL PLANNERtrade
Dennis A Leonida
Raymond James Financial Services Inc 8400 E Prentice Ave Ste 1100Greenwood Village CO 80111
Offi ce 303-629-7500Toll-free 800-268-2689
dennisleonidaraymondjamescom
wwwraymondjamescomcfg
bull Comprehensive fi nancial planning bull Business continuity planning bull Employee benefi ts planning
Personalized Financial Planning
Our mission is to create an innovative client experience Through our tireless client service and industry-leading research we focus on assisting our clients in not only defi ning their fi nancial goals but more importantly developing a plan to achieve them
Securities offered through Raymond James Financial Services Inc Member FINRASIPCThis award is bestowed by an independent third-party organization not affiliated with
Raymond James
ChFCreg CLUreg
Jeffrey T Huff
6400 S Fiddlerrsquos Green Cir Ste 1840Greenwood Village CO 80111Offi ce 720-963-6120Cell 303-888-5511jeff reyhuff wfafi netcom
bull Highly personalized service and advice bull Customized portfolio management bull Retirement income and risk management
Professional Advice With Integrity
For over 26 years Jeff has provided his clients with customized comprehensive wealth management strategies and unbiased advice Talk to us if you seek a rich honest dialogue about your individual investment goals and challenges
Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate
of Wells Fargo amp Company Redpoint Capital Management is a separate entity from WFAFN [CAR 0914-02327]
President Branch Manager
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
23596 Currant DrGolden CO 80401Phone 303-384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
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
CFPreg President LPL Registered Principal
CastleMountain Financial Services Inc
3200 Cherry Creek S DrSte 480Denver CO 80209Phone 303-733-4305lonnyobermeyerassetcomwwwobermeyerassetcom
Laurence J Kandel
I would like to thank our wonderful clients for their continued loyalty
Rankings andor recognition by una liated rating services andor publications should not be construed by a client or prospective client as a guarantee that heshe will experience a certain level of
results if Obermeyer is engaged or continues to be engaged to provide investment advisory services nor should it be construed
as a current or past endorsement of Obermeyer by any of its clients A copy of Obermeyerrsquos current written disclosure statement discussing its advisory services and fees is available upon request
Vice President Investments and Client Advisory
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office 720-836-4534
David W Moritz
I work one-on-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
Financial Advisor CFPreg
2229 S Joliet Way Aurora CO 80014 Direct 303-306-6639 katiecollinslplcom wwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 30 years of experience mdash Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
4419 Orofino CtCastle Rock CO 80108Office 303-663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
An Ameriprise Platinum Financial Servicesreg practice I help my clients plan for their dreams through a comprehensive financial planning approach and long-term investment 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
Financial Advisor CFPreg CLUreg
7665 E Windford StParker CO 80134Office 303-805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams works with high-net-worth individuals family offices and business owners to build sophisticated investment portfolios containing stocks bonds and other asset c lasses that emulate the endowment-style investing employed by large institutional investors
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Myers Financial Limited650 S Cherry St Ste 1250Denver CO 80246Office 303-393-0340Cell 303-319-1752lesliemyerslplcomwwwlplcomlesliemyers
Leslie A Myers
Leslie Myers treats her clients as partners in the investment and management of their assets Her personal touch which focuses on the individual as well as the family needs and wants has enabled her to generate new clients while maintaining a loyal clientele for many years
Securities o ered through LPL Financial Member FINRA SIPC
CFPreg MBA CLUreg ChFCreg LPL Financial Planner
13976 W Bowles Ave Ste 200Littleton CO 80127Office 720-962-6700Cell 303-808-4767wwwwamboltandassoccom
Greg Wambolt
Truth is wealth wonrsquot manage itself Reaching your goals takes a team dedicated to you mdashnot to their firm Our process is proven to identify planning gaps reduce complexity and deliver the best rate of return possible Itrsquos why successful people call on us to grow and protect their wealth Greg ldquoFinish Strongrdquo Wambolt is a f ly fisherman and a sport clay shooter
CFPreg CLUreg ChFCreg
If yoursquore in this business for money
alone you will never make it You have to
genuinely want to make a difference in your
clientsrsquo lives
mdash Five Star award winner
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
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ealth M
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1801 13th St Ste 200Boulder CO 80302Office 303-541-2047michaeljoakeswellsfargocom
Mike Oakes
For nearly a decade Mike has helped clients implement investment strategies and feel confident in their financial decisions Contact Mike Oakes for a consultation
Wells Fargo Advisors LLC Member SIPC is a registered broker-dealer and a separate non-bank a liate of Wells Fargo amp Company
[CAR 0814-03128]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor
5610 Ward Rd Bldg 100 Ste 110Arvada CO 80002Office 303-393-2456tedswensonlplcomswensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
Denver CO 80202Office 720-399-5555Cell 720-495-1317DerekETriumphCapitalManagementcomTriumphCapitalManagementcom
Derek N Eichenwald
Mr Eichenwald assists clients of Triumph Capital LLC on their l ifetime financial and strategic goals through sound asset management risk planning retirement planning and advanced estate planning techniques
1610 Wynkoop Street Suite 550 Denver CO 80202Securities o ered through JP Turner amp Company LLC (Member SIPC) JP Turner amp Company LLC is not a liated with Triumph Capital LLC
JPT090914-1519
CEO and Senior Investment Executive
8751 E Hampden Ave Ste B-10Denver CO 80231Phone 303-243-5722jimmyhassonlplcomwwwhassonfinancialscom
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 investment advisory retirement planning and education planning
Securities o ered through LPL Financial Member FINRASIPC
CERTIFIED FINANCIAL PLANNERtrade
4430 Arapahoe AveBoulder CO 80303Office 303-444-9300leecoloradocapcomwwwcoloradocapcom
Lee Strongwater
Integrity Quality Results
At Colorado Capital Management we seek to understand the purpose money serves for you before we put it to use We do this by listening and understanding what is most important and then by designing a prudent plan for you to achieve your cherished goals
Financial Advisor
5251 DTC Pkwy Ste 1500Greenwood Village CO 80111Office 303-925-9648michaeljhoodmorganstanleycommorganstanleyfacomhood
Michael J Hood
As your financial advisor I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve 2014 Five Star award winner
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP
(with ame design) in the US copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President CFPreg
7979 E Tufts Ave Ste 715Denver CO 80237Direct 303-689-7480nicolemayampfcomameripriseadvisorscomnicolemay
Nicole May
What are your dreams and goals for retirement I am passionate about working with my clients and want them to experience financial confidence now and in retirement It starts with a conversation discussing cash reserves debt management investments and taxes
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
Financial Advisor CERTIFIED FINANCIAL PLANNERtrade professional
7979 E Tufts Ave Ste 715Denver CO 80237Phone 303-689-7448raeyanexfarrellampfcomameripriseadvisorscomraeyanexfarrell
Raeyane Farrell
Whether itrsquos a long way off fast approaching or already a reality you have dreams and goals for your retirement I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs
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
MBA Financial Advisor
Wells Fargo Advisors LLC3200 Cherry Creek S Dr Ste 100Denver CO 80209Phone 303-248-0842Toll-free 800-777-1401DonnaBoenderWFAdvisorscom
Donna M Boender
Donna Boender CERTIFIED FINANCIAL PLANNERtrade 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 Visit wwwWFAdvisorscomdonnaboender
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02380 91514]
Senior Vice President ndash Investment Officer
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
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ww
wfivestarprofessionalcom
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Award winners listed by primary services and listed alphabetically by last name
Business PlanningMark Goodside Retirement
Solutions of Colorado
William E Roberts AUCTORIS
Bernard Taillon Triad Financial Group
Kerry Linn Walker Business Owner Solutions
Estate PlanningRichard H Hartmann AUCTORIS
Reid M Johnson MBA Wealth Management
Financial PlanningChad Aaberg Thrivent Financial
Thomas Abboud Veritas Financial Planning Page 16
Chad Michael Alevras Gregory amp Associates
Vasil W Allabashi Wealth Strategies Group Page 4
Gregory Robert Anderson GRAnderson Wealth Management Group
Valerie Antonioli Cherry Hills Investment Advisors Page 13
Nathan M Archuleta Summit Wealth Group
Craig Arfsten Prosperion Financial Advisors
Terri Ashton Townsend Retirement Specialists
Colleen Askew Knopinski amp Fauver Financial Advisors
Mark Autterson Win Advisor
Stephen Baker Ameriprise Financial Services Inc
Ali Barghelame Barghelame Wealth Advisors
Linda R Barker Ethos Financial PartnersAmeriprise Financial Services Inc
John T Barry Barry Financial Services
Jeffrey Bartleson Ameriprise Financial Services Inc
Bob Bastiaans Ameriprise Financial Services Inc Page 15
Dana Bath Aveo Capital
Tom Baumler Asset One
Richard Bellmar Bellmar Family Financial
Benjamin Wills Bender Raymond James
John R Bennett First Command Financial Planning
A Raymond Benton Benton amp Company
Amy Berk Ameriprise Financial Services Inc
David Billingslea Ameriprise Financial Services Inc
Matthew R Blake My Portfolio Guide
Mitchell Lewis Bloom Bloom Financial
Thomas Boh Robert W Baird amp Company
Steve Booren Prosperion Financial Advisors
Kean Boucher Boucher Wealth Management Group Page 5
Paula Boyka Raymond James
Carol Rogers Breglio Ameriprise Financial Services Inc
Michael J Broker Trilogy Financial Services
Mark R Brown Brown amp Tedstrom
Michael V Brown Morgan Stanley
JA Tyler Browning II The Browning Group II
James Roland Brubaker Exit amp Retirement Strategies
Stephen Brubaker Exit amp Retirement Strategies
Christopher P Bruhl LPL Financial Page 11
Stephanie Bruno SBWA
Matthew Carpinelli AFC Wealth Management Group
Madison Anne Carter Morgan Stanley
Karlton D Childress Sharkey Howes amp Javer
Loretta Chiofolo Ameriprise Financial Services Inc
Michael Cohen Lincoln Financial Advisors
Michael Anthony Coleman Ameriprise Financial Services Inc
Richard P Costner G5 Financial Group
Seth Davis RMB Capital
LeeAnn Day LPL Financial
Jordan Dechtman Jordan Dechtman Wealth Management
Louis M DeNiro Ameriprise Financial Services Inc
John Diak Oatley amp Diak
Christopher James Dietz Morgan Stanley
Jeffrey Donahue Donaco Financial Services
Kathleen Drake Ameriprise Financial Services Inc
Pamela Dumonceau Asset One
Robert Eberhardt AampI Financial Services
Mike Edwards Morgan Stanley
Deborah Eggleston The Partners Group
Derek Nathan Eichenwald Triumph Capital Management Page 19
Bret A Elliott Elliott Financial
Daniel D Ellis US Bancorp
Chad Ernzen The Mutual Fund Store
Jason Evans New England Securities
John Wayne Farlow Financial Abundance
Raeyane Farrell Ameriprise Financial Services Inc Page 19
Alexander N Feick Paragon Capital Management
Lawrence Finch G5 Financial Group Page 3
David Findlow Charles Schwab amp Company
Nelisha Firestone Firestone Financial Group
Keith Ryan Fisher Financial Designs
Andrew Flanscha Thrivent Financial
Tamara Fontenot Ameriprise Financial Services Inc
Scott Forsyth G5 Financial Group Page 3
Elyse D Foster Harbor Financial Group
Karl Frank AampI Financial Services
Kimberly Gieseler LPL Financial
James Graham IV Lincoln Financial Advisors
Gerald A Graham Sr The Timberline Group
Kathryn Greene UMB Private Wealth Management
Janet Greiner American Zang Investment Council
Aaron Grey Denver Money Manager
Robert Edmund Grey Denver Money Manager
Whitney Winslow Grimm Summit Wealth ManagementAmeriprise Financial Services Inc
Jerry L Gruber Greenbook Wealth Management Page 10
Stephanie Gudka CUSO Page 11
Eustis Habighorst Public Service Credit Union
Mimi N Hackley Sharkey Howes amp Javer
Adam Watson Hall LPL Financial Page 11
Lowell Hansen Schaefer Financial Management
Chad Michael Harmon AampI Financial Services
Michael J Harrington Morgan Stanley
Roger Harris R Kent Harris amp Associates
Jimmy Hasson Hasson Financial Page 19
Scott M Hauser Ameriprise Financial Services Inc
Ross Haycock Summit Wealth Group
G Bruce Hemmings Morgan Stanley Page 6
Stephanie Herdahl Lincoln Financial Advisors
Debra K Herrington Vision Financial Services
Jennifer Hilts First Command Financial Planning
Jody Hinsey Greenbook Wealth Management Page 10
Robert Hochstadt GHP Investment Advisors
Robert L Holland Jr Life Transition Planners
Kevin D Hollis First Command Financial Planning
Guy Wesley Holman TCI Wealth Advisors
Gregory Horstman Prosperion Financial Advisors
Brett Howard Cherry Street Partners
Lawrence E Howes Sharkey Howes amp Javer
Andrew C Inman Peoples Investment Professionals
Phil Jacobson Synergy Financial Partners
Joseph Janiczek Janiczek amp Company
Patrick Janssen Ameriprise Financial Services Inc
Joel B Javer Sharkey Howes amp Javer
Karen Jessey Wealth Strategies Group Page 4
Debra Marie Johnson Life Transition Planners
Susan Elizabeth Johnston Cherry Hills Investment Advisors Page 13
Marvin Kark MZ Kark and Associates
David Keller Wealth Strategies Group Page 4
Shawn Kelly Townsend Retirement Specialists
Gary Wayne Keyfauver Raymond James
Zachary Kibby Thrivent Financial
Harold W Kirschner Sharkey Howes amp Javer
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
FSbull21
Award winners listed by primary services and listed alphabetically by last name
Cain Kobert Rocky Mountain Wealth Management
Larry N Koenigsberg Raymond James
Patricia Kummer Kummer Financial Strategies Page 15
Paul Lambert Cherry Street Partners
Bruce Larsen Presidential Brokerage
David Lawyer First Command Financial Planning
Chad Leigh Exit amp Retirement Strategies
Dennis A Leonida Raymond James Page 17
Mark Levine US Bancorp Investments
Richard Jason Levine Synergy Financial Partners
Michael Lincoln Lincoln Financial Services
David Loos Charles Schwab amp Company
Ronald C Lottridge Catalyst Financial Strategies
Josh David Lozow Transitions Wealth Management
Tad Michael Lyle Planning Resources
Kimberly Kaye Maez Ameriprise Financial Services Inc
Adam Makkai Makkai Capital Management
Joel Thomas Martin Denver Money Manager
Quinn A Martinez Clear Creek Investment Services
Marla Mason Presidential Brokerage
Nicole May Ameriprise Financial Services Inc Page 19
Cris Robert McBride NFP Securities
Jason Scott McBride Presidential Brokerage
Angel B McCall Lifetime Financial Strategies
Chad McDonnell Denver Investments
Dennis Means LPL Financial
Dot Mechtenberg Dot Mechtenberg
Terry Melonakis Melonakis Financial
Dita Merritt Ameriprise Financial Services Inc
Harve P Meslin Safe Harbor Financial Group
Ann Marie Milinazzo Hadad-Milinazzo Financial Group
Matthew Stephen Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Shawn Moore Morgan Stanley
J Cameron Morgan AampI Financial Services
David Moritz Ameriprise Financial Services Inc Page 18
C Randal Morris Summit Wealth Group
Jesse Morris Summit Wealth Group
David Morrison Prosperion Financial Advisors
Angela Mueting Thrivent Financial
Ryan S Murphy Ameriprise Financial Services Inc Page 7
Jay A Murray RM Infinity Advisors and Solutions for Tuition
Steve R Musick Destiny Capital
Leslie Myers LPL Financial Page 18
Thomas Nazzaro American Portfolios
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Josh Nelson Keystone Financial Services
Neil Norman Nichols Intentional Wealth
Amy Noel LPL Financial
Brad Noland Wagner Wealth Management
Patrick Nolen Nolen Western
William Norris Robert W Baird amp Company
Daniel Noven Noven Financial Group
Elizabeth OrsquoDonnell OrsquoDonnell Wealth Management Page 16
Daniel OrsquoLeary Quintus Financial Services
Sean OrsquoNeill Raymond James
Karen Ogard Robert W Baird amp Company
Dominick Paoloni SMG Partners
Charles Gregory Parr Ameriprise Financial Services Inc
Jeffrey Payne Aspen Wealth Management
Russell Petrin Morgan Stanley
Mary Lee Pierce Ameriprise Financial Services Inc Page 18
Sybil Praski Prosperion Financial Advisors
Christine Raines Azimuth Wealth Management
Jerry R Reiff Morgan Stanley
James A Reinig Reinig amp Associates
David Repka Creative Financial Solutions
Keith Robinson Morgan Stanley
Heather Kristin Roentz Merrill Lynch
Carole L Rominger Full Circle Wealth Management
Eric Rosel Morgan Stanley
Kevin W Ruebesam Thrivent Financial
Karen K Salvatore Shine Investment Advisory Services
Greg Schowe LotusGroup Advisors
Daniel B Schultz Ameriprise Financial Services Inc
Gregory Phillip Seal Seal Financial Services Page 2
Kara Sekavec LPL Financial
Eileen M Sharkey Sharkey Howes amp Javer
Michael Sherman Crestone Capital Advisors
Judith Shine Shine Investment Advisory Services
Andrea Shortino Ameriprise Financial Services Inc
Gary Brian Sidder Life Transition Planners
R Brady Siegrist Janiczek amp Company
Michael G Simmons Transitions Wealth Management
Mark Sindrich Sindrich amp Associates Page 17
Mark Smith MJ Smith and Associates
Mark Andrew Solinski First Allied Securities
Paul Staib Staib Financial Planning
Keith Stechmesser Thrivent Financial
Kelly Stecklein Capital Evolution Group
Stephen L Stribling Morgan Stanley
Kevin Patrick Sullivan Sullivan amp Associates
Marilynne Tarrall NewWest Advisors
Matthew H Tepoorten Charles Schwab amp Company
Mark E Thomas Townsend Retirement Specialists
Kris Tower American Portfolios
Deborah A Towers Towers Wealth Management
Jeff Townsend Townsend Retirement Specialists
Jennifer Trembley Ethos Financial PartnersAmeriprise Financial Services Inc
Scott Tremlett Charles Schwab amp Company
Laura Uchida Invest Financial
James Urbonas Ascent Financial Advisors
Maria Dolores Vargas LPL Financial
Jack Venable Ethos Financial PartnersAmeriprise Financial Services Inc
Gary Wagner Wagner Wealth Management
Rhonda Wagner Ameriprise Financial Services Inc
Carole Wagner-Grauer MetLife
Cortney Walker GW Wealth Management
Damian Walsh Ameriprise Financial Services Inc
Nathan Wangerin Thrivent Financial
Sterling Warburton Raymond James Page 15
Kenneth P Warner Ameriprise Financial Services Inc
Timothy Waters Triumph Capital Management
Rick Watson The Milestone Group
Marilyn S Weaver Presidential Brokerage
Charles Matthew Wernig The Browning Group II
Janet White Shine Investment Advisory Services
Zoe Whitmore Ameriprise Financial Services Inc
Brenda E Wille-Cope First Financial Strategies
Brian Williams GampW Wealth Management
Craig E Williams Williams Investment Network Page 18
Bart Writer Wealth Concepts
Charlene Zahn-Busch Zahn Financial Services
Ron Zimmermann Morgan Stanley Page 12
Diane Zing Trilogy Financial Services
InsuranceMark D Arlen Lincoln Financial
Advisors
Henry Geyelin Carpenter Ameriprise Financial Services Inc
Michael Edwards COPIC Financial Services
Matthew Grant Gehring Summit Wealth ManagementAmeriprise Financial Services Inc
InvestmentsKenneth Acampora Durable Wealth
Management
Patrick Adams PVG Asset Management
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
ww
wfivestarprofessionalcom
FSbull22
Award winners listed by primary services and listed alphabetically by last name
Bruce G Allen Bruce G Allen Investments Page 9
Candace Lee Allen Wells Fargo Advisors LLC
Philip Sheridan Almon Wells Fargo Advisors LLC
David Anderson Triad Financial Group
Douglas Maurice Applegate Edward Jones
John Arnold Wells Fargo Advisors LLC
Willis Ashby Integra Financial
Daniel L Austin Thrivent Financial
Stephen Avis Wells Fargo Advisors LLC
Hugh C Bandy Edward Jones
Gordon Bauer LPL Financial
Andy Beasley The Milestone Group
Brad Bickham Sargent Bickham Lagudis
Donald Billings Charles Schwab amp Company
Kenneth Blair Edward Jones
Patrick A Bloomfield Wells Fargo Advisors Financial Network LLC
Donna M Boender Wells Fargo Advisors LLC Page 19
Brian Boudreau Edward Jones
Sara D Boyd CoBiz Wealth
Jeffery Wayne Bruce Edward Jones
Barry C Bruner Wedbush Securities
Keith Bryant RBC Wealth Management
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
James Callahan Janiczek amp Company
William I Callender Lincoln Financial Advisors
Robert M Campbell Wells Fargo Advisors LLC
John Carnes Edward Jones
Mark William Christofferson Wells Fargo Advisors LLC
John Claxton Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 18
William H Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
Travis Cook Travis CookAvant Garde Advisors
David Arthur Cooper Edward Jones
Tony Coppola The Milestone Group
John R Cormey CoBiz Wealth
James Bryan Cornehlsen Capstone Investment Financial Group
Jonathan D Cox Morgan Stanley
Jordan Curry Morgan Stanley
Patty Delucas Wells Fargo Advisors LLC
Warren Greg Denewiler Denewiler Capital Management
Neil P Dermody Wells Fargo Advisors LLC
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Edward Dickey INS Capital Management
Angus Elder Dillon Wells Fargo Advisors LLC
Robin A Dillon Wells Fargo Advisors LLC
Phil Dispense Morgan Stanley Page 12
Matthew Dolan Edward Jones
Neil Draxler Edward Jones
Greyson Drexel Wells Fargo Advisors LLC
Stephen Drexler Wells Fargo Advisors LLC Page 14
Steve Durman Wells Fargo Advisors LLC
Todd A Dussex LPL Financial
Melissa Dyer Raymond James Page 17
David Huber Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC
Steven Ehrman LPL Financial
Geoff Eliason Peak Capital Management
Steve Ellis Colorado Capital Management
Trevor J Emery ACM Wealth Solutions
Galina Y Esterby Morgan Stanley
Nanette Fahrenbruch Edward Jones
Robert Farris Wells Fargo Advisors LLC
Richard Fishel The Fishel Group
Gustin D Fox-Smith Fox-Smith Wealth Management
Kirk Aaron Freedle Innovative Financial Partners
Brian Friedman GHP Investment Advisors
Mark Frohlich Wells Fargo Advisors LLC
Marc Gaudreault Western Wealth Advisors
Geoffrey Todd Gervasini Wakefield Asset Management
Bob Gibson Edward Jones
David Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Jason Kessler Gocke Edward Jones
Kevin James Goldin Morgan Stanley
Stephen Gordon Cornerstone Asset Management
Mark Griffin Wells Fargo Advisors LLC
Elbert Clark Griggs Griggs Wealth Management
Randy R Grose Cherry Creek Retirement Advisors
Edgar George Aaron Gumbiner Marathon Investment Management
Robert Guthrie Merrill Lynch
Melanie Hanby Asset One
Beth Haney Edward Jones
David Hansen Meridian Wealth Management
Guy Harris Edward Jones
Theodore Harris The Milestone Group
Robert L Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley
Tara Hefty-Hume Peak Asset Management
Katherine Heidtbrink Wells Fargo Advisors LLC
Lynn Zickefoose Hendricks Hendricks Financial Services
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Philip Holbert Robert W Baird amp Company
Michael J Hood Morgan Stanley Page 19
Jeffrey Huff Redpoint Capital Management Page 17
Kyle Hurt Lifetime Capital Management
Jeffrey Hutcheson Edward Jones
Eric Jasper Edward Jones
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 7
Nicholas Ryan Jones Morgan Stanley
Steven T Jones Tenacity Investment Group
Robert Hunter Junge Hunter Retirement amp Wealth Management
Linda S Kalat Morgan Stanley
Laurence J Kandel Obermeyer Asset Management Company Page 18
Brandon Kane Wells Fargo Advisors LLC
Craig Lee Kinnunen Janiczek amp Company
Eric Koeplin The Milestone Group
Leon Koob Wells Fargo Advisors LLC
H Scott Koplar Ameriprise Financial Services Inc
Joseph Kozmata Raymond James Page 16
David Kraatz Morgan Stanley
Bradley Kreidle Mainline West
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Porter Landreth Asset One
Leasha K Larsen Edward Jones
Brian C Larson Edward Jones
Daniel Kit Lassen Ameriprise Financial Services Inc
Lori Taylor Lawrence Western Equity Group
Timothy Lawrence Millennium Portfolio Advisors
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
Mark Liley Wells Fargo Advisors LLC
Christopher Long Ameriprise Financial Services Inc
Brad A Lundberg Edward Jones
Bruce Lutz MetLife
Andy Lyford Charlton Investment Services
Christopher Ryan Lynett Wells Fargo Advisors LLC
Tupper MacDowell Robert W Baird amp Company
Leslie A MacGuire LPL Financial
Peter Noel MacMillan Edward Jones
Gary Mangelsdorf LPL Financial
Ted J Manzanares MetLife
Keith O Marks Openheimer amp Company
Raphael Andre Martorello LotusGroup Advisors
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
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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
Award winners listed by primary services and listed alphabetically by last name
Tanya Rebekah Mathews Meridian Wealth Management
Roger D Maurer Maurer amp Associates Page 10
John McCorvie Peak Asset Management
Colin Michael McCoy CGC Financial
Janet L McCoy Seal Financial Services Page 2
Michael McDonald LPL Financial
Richard C McDowell LPL Financial
Brent McGibbon McGibbon Asset Management Page 12
David W Mckinlay David W Mckinlay ChFC
Patricia Anne McNamara Cherry Creek Investment Advisors
Brandy Shera Merriam Ameriprise Financial Services Inc
Craig Louis Miller Morgan Stanley
Lauretta C Moell Wells Fargo Advisors LLC
Rebecca Moreland Robert W Baird amp Company
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management
John P Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Jesse Brooks Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Thomas V OrsquoDonnell Ameriprise Financial Services Inc
Adam OrsquoHair Edward Jones
Mike Oakes Wells Fargo Advisors LLC Page 19
James M Olson Morgan Stanley
David L Overton Halbert Hargrove Global Advisors
Jay Oyer Merrill Lynch
Mark Paller Paller Financial Services Page 15
Daniel Palm Robert W Baird amp Company
Michael Arris Pappas LPL Financial
Christopher Parsons Wells Fargo Advisors LLC
David C Partheymuller The Normandy Group
Edward William Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Craig Perkins CDP Financial
Roy Persky LPL Financial
Kirk R Peterson Peterson Financial Services
Bryan Pieper Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Victoria Lynne Pinder VP Financial Options
Patrick Eugene Pogue Edward Jones
Gary Poling Raymond James
Brent Powell GWN Securities
Mitchell Powers Investment Security Group
Julie F Pribble CoBiz Wealth
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 16
Walter John Rasmussen Morgan Stanley
Natalie Robbins Edward Jones
Bret Allen Roberts Morgan Stanley
Richard Rust Investment Security Group
Richard Sage LPL Financial
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Catherine Stahl Scheuber LPL Financial
Shelley Schlossberg CastleMountain Financial Page 18
Stacia Schmalzer MetLife
Max Scholfield Scholfield Wealth Management
David Schreiber Edward Jones
Kathleen Scott Cherry Hills Investment Advisors Page 13
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones
Steven Setchfield Setchfield Associates
Andleib Seth LotusGroup Advisors
Lesley Shiffrin NTB Advisors
David Burns Siebert First Financial Equity Corporation
Scott W Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Timothy Soderquist Morgan Stanley
Ann Foster Sparks Wells Fargo Advisors LLC
Eric J Srodulski Edward Jones
Richard Alan Stonger Merrill Lynch
William Stordahl Stordahl Capital ManagementWells Fargo Financial Network LLC
Jeffrey R Stotler Edward Jones
Paul Stratton Edward Jones
Adam Jason Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Greg Stringari Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Lee Strongwater Colorado Capital Management Page 19
Peter Lee Swanson Edward Jones
Theodore Swenson LPL Financial Page 19
Jeffrey Swingle Edward Jones
Eric Swope Ameriprise Financial Services Inc
Hony Mahone Tarrall NewWest Advisors
Scott Taylor Value Financial Advisers
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Betsy Thorpe Wells Fargo Advisors LLC
Dustin Tidwell Latitude Financial Group
Herman Tiemens II Wells Fargo Advisors LLC
Kristy Tochihara Morgan Stanley Page 13
Richard Todd Innovest Portfolio Solutions
Vernon Lee Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
Charles Turner The Mutual Fund Store
Martha Turner Edward Jones
David Twibell Custom Portfolio Group
Vincent William Valentine First Financial Strategies
Carin Wagner GHP Investment Advisors
Victor M Walker Wells Fargo Advisors LLC
Chester Wallace Quintus Financial Services
Greg Wambolt Wambolt amp Associates Page 18
Jeff J Warren Wells Fargo Advisors LLC
Robert Webster Webster Investment Advisors
Richard E Weintraub Meridian Wealth Management
Ward Welles Wells Fargo Advisors LLC
Noel Todd Wickwar Morgan Stanley
Chad A Williams Aveo Capital
Don K Williams WMS Financial Group
TH Williams Wells Fargo Advisors LLC
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Matthew Edward Winter Wells Fargo Advisors LLC
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Todd Warren Young Edward Jones
Michael G Zahler Wells Fargo Advisors LLC
Steven Zahorik Wells Fargo Advisors LLC
Curtis A Zeigler Capital Management Group
Jonathan Zeschin Essential Investment Partners
Matthew Ziereis Wells Fargo Advisors LLC
TaxationBruce Bendell Transitions Wealth
Management
Alan Piehl Alan R Piehl CPA
Trust ServicesRichard W Phillips Wells Fargo
Advisors LLC
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
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Five Star Accounting and Estate Planning ProfessionalsHow do you find an accounting or estate planning professional with experience who has a good base of cl ients 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
accounting and estate planning professionals who satisfy 10 objective eligibility and e v a l u a t i o n c r i t e r i a A m o n g m a n y distinguishing attributes the average one-year client retention rate for this yearrsquos award-winning certified public accountants is more than 96 percent Meanwhile our winning estate planning attorneys clock an average of 78 percent of their hours as billable
The 2014 Five Star Certified Public Accountants and Estate Planning Attorneys are a select group representing less than 1 percent of the certified public accountants and 3 percent of the estate planning attorneys in the Denver area
Although this list is a useful tool for anyone looking for help with accounting or managing their estate it should not be considered exhaustive Undoubtedly there are many excellent accounting and estate planning professionals who for one reason or another are not on this yearrsquos list Self-nominations for this award are not accepted Denver award candidates were identified using internal and external research data
AWARDA Select
Award candidates who satisfied the following objective eligibility and evaluation criteria were named 2014 Five Star Certified Public Accountants or Estate Planning AttorneysOF AWARD WINNERS
Determination
Regulatory ReviewAs defined by Five Star Professional the accounting or estate planning professional 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 candidate Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists
bull Each candidate who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed abovebull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a potential winnerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use taxation or estate planning services in order to provide consumers the
opportunity to submit complaints regarding a potential winner
Eligibility Criteria ndash Required1 Credentialed licensed attorney 2 Actively employed as a credentialed professional in
the estate planning services industry for a minimum of five years
3 Favorable regulatory and complaint history review 4 A minimum of 50 percent of practice focus on estate
planning services 5 Accepting new clients
Evaluation Criteria ndash Considered 6 Number of transactions in last 12 months 7 Number of client households served 8 Industry and board certifications 9 Education and professional designations 10 Pro bono activities
Estate Planning AttorneysEligibility Criteria ndash Required 1 Credentialed Certified Public Accountant (CPA)2 Actively employed as a credentialed professional in
the accounting services industry for a minimum of five years
3 Favorable regulatory and complaint history review4 Accepting new clients5 Spend more than 50 percent of their time on taxation
or other accounting services
Evaluation Criteria ndash Considered6 One-year client retention rate7 Five-year client retention rate8 Number of clients served9 One-year billing realization rate10 Educat ion and profess ional des ignat ions
certifications
Certified Public Accountants
2014 Denver
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
FSbull25
2014 Fiv
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Daniel C Doherty
357 Main StLongmont CO 80501
Phone 303-532-2880Fax 303-532-2990dandanieldohertylawcomwwwdanieldohertylawcom
bull Estate planning taxation wills and trusts bull Estate probate and trust administration bull Business formation and succession planning
How Might We Be of Service to You
Never has a client asked that their estate or business planning be complicated diffi cult to understand or costly Everyone wants to keep it simple Unfortunately onersquos circumstances may require us to shift further up the continuum of complexity to resolve the challenge I strive to communicate with my clients in plain English to enable them to fully understand the pros and cons of the options available and the planning I propose
Juris DoctorateMaster of Laws of Taxation
Mira Fineacute
1999 Broadway Ste 4000Denver CO 80202
Offi ce 303-298-9600mfi neheincpacomwwwheincpacom
bull Service rooted in integrity listening and respectbull Technical knowledge to achieve identifi ed goals bull Independent thinking to provide objective advice
Connecting With Clients to Reach Their Goal
Mira has the ability to connect with clients and maintain open and constant communication to help drive decisions Using a solutions-based approach ideas and thoughts are shared in a collaborative environment with the focus on what is best for the client Mira believes various perspectives and points of view are important in achieving the best outcome which ultimately leads to prosperous and satisfi ed clients
Partner National Director of Tax Services
Ryan Senger
6000 Greenwood Plz Blvd Ste 125Greenwood Village CO 80111
Direct 303-488-7575Offi ce 303-488-7570RyanBorchardtSengercomwwwBorchardtSengercom
bull Comprehensive tax compliance servicesbull Intelligent tax planning strategiesbull Expert support for high-net-worth clients
Level of Service You Deserve
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 15 years of public accounting experience He has extensive experience working with partnerships S corporations and individuals Our fi rmrsquos focus is to provide accurate and timely advice to assist our clients in making informed business and personal tax decisions
Partner CPA MT
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
FSbull26
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
2014 Fiv
e Star A
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Success requires
patience discipline
and diligence
mdash Five Star award winner
Award winners listed by primary services and listed alphabetically by last name
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
AccountingMarilyn Burnside Marilyn R
Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey and Company Professional Corporation
Mona Feeley WhippleWood CPAs
Mira Fineacute Hein amp Associates Page 25
Brenda A French Brenda A French CPA
Lenae Jackson May Jackson Hendrick
Gary Jacobs Gary A Jacobs and Associates
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Eric Lake Holben Hay Lake Balzer CPAs
Daniel Noven Noven amp Associates
Alan Piehl Alan R Piehl CPA
William Rooney Crowe Horwath
Ken Saliman Smith Brook Bolshoun amp Company
Mark L Sanders Mark L Sanders CPA
Michael V Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates Page 25
Joey Simon Smith Brook Bolshoun amp Company
Ernest Villany Boulder Valley CPAs
Donna J Ward Ward amp Associates CPAs
Richard Whipple WhippleWood CPAs
Gregory Zick Zick Business Advisors
Estate PlanningMichael Bland Bryan Cave
James W Buchanan III Buchanan amp Stouffer
Nancy R Crow Pendleton Wilson Hennessey amp Crow
Frank J Danzo III Chayet amp Danzo Page 26
Daniel Doherty Doherty Law Office Page 25
John Eckstein Fairfield and Woods
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
William Krems Davis Graham amp Stubbs
James Littlepage James Littlepage Law Offices
Nathan Merrill Goodspeed amp Merrill
David Osterman Osterman Law Firm
Jane Paddison Jane Caddell Paddison
Kristin Pineiro Wallace Scott
Daniel Rich Steele Street Bank amp Trust
Timothy Scott Wallace Scott
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 26
650 S Cherry St Ste 710Denver CO 80246Office 303-355-8500FrankColoradoElderLawcom
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
EstateBusiness Planning Elder Law
600 17th St Ste 2800Denver CO 80202Office 303-226-5861kzaloudekmshzlawcomwwwmszhlawcom
Kevin Zaloudek
Mills Schmitz Halstead amp Zaloudek has built a reputation of providing legal services without the customar y overhead of a typical law firm With practice areas ranging from tax and litigation to real estate and IP law Mills Schmitz Halstead amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
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Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone 303-792-7340 Ext 2Direct 720-209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
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 CERTIFIED FINANCIAL PLANNERtrade 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 Five Star Wealth Manager 2012 2013 and 2014 Securities o ered through Raymond James Financial Services Inc Member FINRASIPC This award
is bestowed by an independent third-party organization not a liated with Raymond James
CFPreg MBA
Mark Sindrich
1490 S Pearl StDenver CO 80210
Offi ce 303-744-8899Toll-free 800-825-8259infosindrichcomwwwsindrichcom
bull Clarity confi dence consensus accountabilitybull Answers to the what-ifs that keep you up at nightbull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions that are clear and simple to each of our clientsrsquo unique fi nancial needs We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be o ered through NFP Advisor Services LLC Member FINRASIPC NFP Advisor Services LLC is not a liated with Sindrich amp Associates
CERTIFIED FINANCIAL PLANNERtrade
Dennis A Leonida
Raymond James Financial Services Inc 8400 E Prentice Ave Ste 1100Greenwood Village CO 80111
Offi ce 303-629-7500Toll-free 800-268-2689
dennisleonidaraymondjamescom
wwwraymondjamescomcfg
bull Comprehensive fi nancial planning bull Business continuity planning bull Employee benefi ts planning
Personalized Financial Planning
Our mission is to create an innovative client experience Through our tireless client service and industry-leading research we focus on assisting our clients in not only defi ning their fi nancial goals but more importantly developing a plan to achieve them
Securities offered through Raymond James Financial Services Inc Member FINRASIPCThis award is bestowed by an independent third-party organization not affiliated with
Raymond James
ChFCreg CLUreg
Jeffrey T Huff
6400 S Fiddlerrsquos Green Cir Ste 1840Greenwood Village CO 80111Offi ce 720-963-6120Cell 303-888-5511jeff reyhuff wfafi netcom
bull Highly personalized service and advice bull Customized portfolio management bull Retirement income and risk management
Professional Advice With Integrity
For over 26 years Jeff has provided his clients with customized comprehensive wealth management strategies and unbiased advice Talk to us if you seek a rich honest dialogue about your individual investment goals and challenges
Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank affiliate
of Wells Fargo amp Company Redpoint Capital Management is a separate entity from WFAFN [CAR 0914-02327]
President Branch Manager
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
ww
wfivestarprofessionalcom
FSbull18
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
23596 Currant DrGolden CO 80401Phone 303-384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
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
CFPreg President LPL Registered Principal
CastleMountain Financial Services Inc
3200 Cherry Creek S DrSte 480Denver CO 80209Phone 303-733-4305lonnyobermeyerassetcomwwwobermeyerassetcom
Laurence J Kandel
I would like to thank our wonderful clients for their continued loyalty
Rankings andor recognition by una liated rating services andor publications should not be construed by a client or prospective client as a guarantee that heshe will experience a certain level of
results if Obermeyer is engaged or continues to be engaged to provide investment advisory services nor should it be construed
as a current or past endorsement of Obermeyer by any of its clients A copy of Obermeyerrsquos current written disclosure statement discussing its advisory services and fees is available upon request
Vice President Investments and Client Advisory
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office 720-836-4534
David W Moritz
I work one-on-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
Financial Advisor CFPreg
2229 S Joliet Way Aurora CO 80014 Direct 303-306-6639 katiecollinslplcom wwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 30 years of experience mdash Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
4419 Orofino CtCastle Rock CO 80108Office 303-663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
An Ameriprise Platinum Financial Servicesreg practice I help my clients plan for their dreams through a comprehensive financial planning approach and long-term investment 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
Financial Advisor CFPreg CLUreg
7665 E Windford StParker CO 80134Office 303-805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams works with high-net-worth individuals family offices and business owners to build sophisticated investment portfolios containing stocks bonds and other asset c lasses that emulate the endowment-style investing employed by large institutional investors
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Myers Financial Limited650 S Cherry St Ste 1250Denver CO 80246Office 303-393-0340Cell 303-319-1752lesliemyerslplcomwwwlplcomlesliemyers
Leslie A Myers
Leslie Myers treats her clients as partners in the investment and management of their assets Her personal touch which focuses on the individual as well as the family needs and wants has enabled her to generate new clients while maintaining a loyal clientele for many years
Securities o ered through LPL Financial Member FINRA SIPC
CFPreg MBA CLUreg ChFCreg LPL Financial Planner
13976 W Bowles Ave Ste 200Littleton CO 80127Office 720-962-6700Cell 303-808-4767wwwwamboltandassoccom
Greg Wambolt
Truth is wealth wonrsquot manage itself Reaching your goals takes a team dedicated to you mdashnot to their firm Our process is proven to identify planning gaps reduce complexity and deliver the best rate of return possible Itrsquos why successful people call on us to grow and protect their wealth Greg ldquoFinish Strongrdquo Wambolt is a f ly fisherman and a sport clay shooter
CFPreg CLUreg ChFCreg
If yoursquore in this business for money
alone you will never make it You have to
genuinely want to make a difference in your
clientsrsquo lives
mdash Five Star award winner
copy Five
Star
Professional
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
e Star W
ealth M
anag
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FSbull19
1801 13th St Ste 200Boulder CO 80302Office 303-541-2047michaeljoakeswellsfargocom
Mike Oakes
For nearly a decade Mike has helped clients implement investment strategies and feel confident in their financial decisions Contact Mike Oakes for a consultation
Wells Fargo Advisors LLC Member SIPC is a registered broker-dealer and a separate non-bank a liate of Wells Fargo amp Company
[CAR 0814-03128]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor
5610 Ward Rd Bldg 100 Ste 110Arvada CO 80002Office 303-393-2456tedswensonlplcomswensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
Denver CO 80202Office 720-399-5555Cell 720-495-1317DerekETriumphCapitalManagementcomTriumphCapitalManagementcom
Derek N Eichenwald
Mr Eichenwald assists clients of Triumph Capital LLC on their l ifetime financial and strategic goals through sound asset management risk planning retirement planning and advanced estate planning techniques
1610 Wynkoop Street Suite 550 Denver CO 80202Securities o ered through JP Turner amp Company LLC (Member SIPC) JP Turner amp Company LLC is not a liated with Triumph Capital LLC
JPT090914-1519
CEO and Senior Investment Executive
8751 E Hampden Ave Ste B-10Denver CO 80231Phone 303-243-5722jimmyhassonlplcomwwwhassonfinancialscom
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 investment advisory retirement planning and education planning
Securities o ered through LPL Financial Member FINRASIPC
CERTIFIED FINANCIAL PLANNERtrade
4430 Arapahoe AveBoulder CO 80303Office 303-444-9300leecoloradocapcomwwwcoloradocapcom
Lee Strongwater
Integrity Quality Results
At Colorado Capital Management we seek to understand the purpose money serves for you before we put it to use We do this by listening and understanding what is most important and then by designing a prudent plan for you to achieve your cherished goals
Financial Advisor
5251 DTC Pkwy Ste 1500Greenwood Village CO 80111Office 303-925-9648michaeljhoodmorganstanleycommorganstanleyfacomhood
Michael J Hood
As your financial advisor I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve 2014 Five Star award winner
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP
(with ame design) in the US copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President CFPreg
7979 E Tufts Ave Ste 715Denver CO 80237Direct 303-689-7480nicolemayampfcomameripriseadvisorscomnicolemay
Nicole May
What are your dreams and goals for retirement I am passionate about working with my clients and want them to experience financial confidence now and in retirement It starts with a conversation discussing cash reserves debt management investments and taxes
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
Financial Advisor CERTIFIED FINANCIAL PLANNERtrade professional
7979 E Tufts Ave Ste 715Denver CO 80237Phone 303-689-7448raeyanexfarrellampfcomameripriseadvisorscomraeyanexfarrell
Raeyane Farrell
Whether itrsquos a long way off fast approaching or already a reality you have dreams and goals for your retirement I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs
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
MBA Financial Advisor
Wells Fargo Advisors LLC3200 Cherry Creek S Dr Ste 100Denver CO 80209Phone 303-248-0842Toll-free 800-777-1401DonnaBoenderWFAdvisorscom
Donna M Boender
Donna Boender CERTIFIED FINANCIAL PLANNERtrade 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 Visit wwwWFAdvisorscomdonnaboender
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02380 91514]
Senior Vice President ndash Investment Officer
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
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Star
Professional
copy Five
Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
ww
wfivestarprofessionalcom
FSbull21
Award winners listed by primary services and listed alphabetically by last name
Business PlanningMark Goodside Retirement
Solutions of Colorado
William E Roberts AUCTORIS
Bernard Taillon Triad Financial Group
Kerry Linn Walker Business Owner Solutions
Estate PlanningRichard H Hartmann AUCTORIS
Reid M Johnson MBA Wealth Management
Financial PlanningChad Aaberg Thrivent Financial
Thomas Abboud Veritas Financial Planning Page 16
Chad Michael Alevras Gregory amp Associates
Vasil W Allabashi Wealth Strategies Group Page 4
Gregory Robert Anderson GRAnderson Wealth Management Group
Valerie Antonioli Cherry Hills Investment Advisors Page 13
Nathan M Archuleta Summit Wealth Group
Craig Arfsten Prosperion Financial Advisors
Terri Ashton Townsend Retirement Specialists
Colleen Askew Knopinski amp Fauver Financial Advisors
Mark Autterson Win Advisor
Stephen Baker Ameriprise Financial Services Inc
Ali Barghelame Barghelame Wealth Advisors
Linda R Barker Ethos Financial PartnersAmeriprise Financial Services Inc
John T Barry Barry Financial Services
Jeffrey Bartleson Ameriprise Financial Services Inc
Bob Bastiaans Ameriprise Financial Services Inc Page 15
Dana Bath Aveo Capital
Tom Baumler Asset One
Richard Bellmar Bellmar Family Financial
Benjamin Wills Bender Raymond James
John R Bennett First Command Financial Planning
A Raymond Benton Benton amp Company
Amy Berk Ameriprise Financial Services Inc
David Billingslea Ameriprise Financial Services Inc
Matthew R Blake My Portfolio Guide
Mitchell Lewis Bloom Bloom Financial
Thomas Boh Robert W Baird amp Company
Steve Booren Prosperion Financial Advisors
Kean Boucher Boucher Wealth Management Group Page 5
Paula Boyka Raymond James
Carol Rogers Breglio Ameriprise Financial Services Inc
Michael J Broker Trilogy Financial Services
Mark R Brown Brown amp Tedstrom
Michael V Brown Morgan Stanley
JA Tyler Browning II The Browning Group II
James Roland Brubaker Exit amp Retirement Strategies
Stephen Brubaker Exit amp Retirement Strategies
Christopher P Bruhl LPL Financial Page 11
Stephanie Bruno SBWA
Matthew Carpinelli AFC Wealth Management Group
Madison Anne Carter Morgan Stanley
Karlton D Childress Sharkey Howes amp Javer
Loretta Chiofolo Ameriprise Financial Services Inc
Michael Cohen Lincoln Financial Advisors
Michael Anthony Coleman Ameriprise Financial Services Inc
Richard P Costner G5 Financial Group
Seth Davis RMB Capital
LeeAnn Day LPL Financial
Jordan Dechtman Jordan Dechtman Wealth Management
Louis M DeNiro Ameriprise Financial Services Inc
John Diak Oatley amp Diak
Christopher James Dietz Morgan Stanley
Jeffrey Donahue Donaco Financial Services
Kathleen Drake Ameriprise Financial Services Inc
Pamela Dumonceau Asset One
Robert Eberhardt AampI Financial Services
Mike Edwards Morgan Stanley
Deborah Eggleston The Partners Group
Derek Nathan Eichenwald Triumph Capital Management Page 19
Bret A Elliott Elliott Financial
Daniel D Ellis US Bancorp
Chad Ernzen The Mutual Fund Store
Jason Evans New England Securities
John Wayne Farlow Financial Abundance
Raeyane Farrell Ameriprise Financial Services Inc Page 19
Alexander N Feick Paragon Capital Management
Lawrence Finch G5 Financial Group Page 3
David Findlow Charles Schwab amp Company
Nelisha Firestone Firestone Financial Group
Keith Ryan Fisher Financial Designs
Andrew Flanscha Thrivent Financial
Tamara Fontenot Ameriprise Financial Services Inc
Scott Forsyth G5 Financial Group Page 3
Elyse D Foster Harbor Financial Group
Karl Frank AampI Financial Services
Kimberly Gieseler LPL Financial
James Graham IV Lincoln Financial Advisors
Gerald A Graham Sr The Timberline Group
Kathryn Greene UMB Private Wealth Management
Janet Greiner American Zang Investment Council
Aaron Grey Denver Money Manager
Robert Edmund Grey Denver Money Manager
Whitney Winslow Grimm Summit Wealth ManagementAmeriprise Financial Services Inc
Jerry L Gruber Greenbook Wealth Management Page 10
Stephanie Gudka CUSO Page 11
Eustis Habighorst Public Service Credit Union
Mimi N Hackley Sharkey Howes amp Javer
Adam Watson Hall LPL Financial Page 11
Lowell Hansen Schaefer Financial Management
Chad Michael Harmon AampI Financial Services
Michael J Harrington Morgan Stanley
Roger Harris R Kent Harris amp Associates
Jimmy Hasson Hasson Financial Page 19
Scott M Hauser Ameriprise Financial Services Inc
Ross Haycock Summit Wealth Group
G Bruce Hemmings Morgan Stanley Page 6
Stephanie Herdahl Lincoln Financial Advisors
Debra K Herrington Vision Financial Services
Jennifer Hilts First Command Financial Planning
Jody Hinsey Greenbook Wealth Management Page 10
Robert Hochstadt GHP Investment Advisors
Robert L Holland Jr Life Transition Planners
Kevin D Hollis First Command Financial Planning
Guy Wesley Holman TCI Wealth Advisors
Gregory Horstman Prosperion Financial Advisors
Brett Howard Cherry Street Partners
Lawrence E Howes Sharkey Howes amp Javer
Andrew C Inman Peoples Investment Professionals
Phil Jacobson Synergy Financial Partners
Joseph Janiczek Janiczek amp Company
Patrick Janssen Ameriprise Financial Services Inc
Joel B Javer Sharkey Howes amp Javer
Karen Jessey Wealth Strategies Group Page 4
Debra Marie Johnson Life Transition Planners
Susan Elizabeth Johnston Cherry Hills Investment Advisors Page 13
Marvin Kark MZ Kark and Associates
David Keller Wealth Strategies Group Page 4
Shawn Kelly Townsend Retirement Specialists
Gary Wayne Keyfauver Raymond James
Zachary Kibby Thrivent Financial
Harold W Kirschner Sharkey Howes amp Javer
copy Five
Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
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Star
Professional
copy Five
Star
Professional
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Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
FSbull21
Award winners listed by primary services and listed alphabetically by last name
Cain Kobert Rocky Mountain Wealth Management
Larry N Koenigsberg Raymond James
Patricia Kummer Kummer Financial Strategies Page 15
Paul Lambert Cherry Street Partners
Bruce Larsen Presidential Brokerage
David Lawyer First Command Financial Planning
Chad Leigh Exit amp Retirement Strategies
Dennis A Leonida Raymond James Page 17
Mark Levine US Bancorp Investments
Richard Jason Levine Synergy Financial Partners
Michael Lincoln Lincoln Financial Services
David Loos Charles Schwab amp Company
Ronald C Lottridge Catalyst Financial Strategies
Josh David Lozow Transitions Wealth Management
Tad Michael Lyle Planning Resources
Kimberly Kaye Maez Ameriprise Financial Services Inc
Adam Makkai Makkai Capital Management
Joel Thomas Martin Denver Money Manager
Quinn A Martinez Clear Creek Investment Services
Marla Mason Presidential Brokerage
Nicole May Ameriprise Financial Services Inc Page 19
Cris Robert McBride NFP Securities
Jason Scott McBride Presidential Brokerage
Angel B McCall Lifetime Financial Strategies
Chad McDonnell Denver Investments
Dennis Means LPL Financial
Dot Mechtenberg Dot Mechtenberg
Terry Melonakis Melonakis Financial
Dita Merritt Ameriprise Financial Services Inc
Harve P Meslin Safe Harbor Financial Group
Ann Marie Milinazzo Hadad-Milinazzo Financial Group
Matthew Stephen Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Shawn Moore Morgan Stanley
J Cameron Morgan AampI Financial Services
David Moritz Ameriprise Financial Services Inc Page 18
C Randal Morris Summit Wealth Group
Jesse Morris Summit Wealth Group
David Morrison Prosperion Financial Advisors
Angela Mueting Thrivent Financial
Ryan S Murphy Ameriprise Financial Services Inc Page 7
Jay A Murray RM Infinity Advisors and Solutions for Tuition
Steve R Musick Destiny Capital
Leslie Myers LPL Financial Page 18
Thomas Nazzaro American Portfolios
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Josh Nelson Keystone Financial Services
Neil Norman Nichols Intentional Wealth
Amy Noel LPL Financial
Brad Noland Wagner Wealth Management
Patrick Nolen Nolen Western
William Norris Robert W Baird amp Company
Daniel Noven Noven Financial Group
Elizabeth OrsquoDonnell OrsquoDonnell Wealth Management Page 16
Daniel OrsquoLeary Quintus Financial Services
Sean OrsquoNeill Raymond James
Karen Ogard Robert W Baird amp Company
Dominick Paoloni SMG Partners
Charles Gregory Parr Ameriprise Financial Services Inc
Jeffrey Payne Aspen Wealth Management
Russell Petrin Morgan Stanley
Mary Lee Pierce Ameriprise Financial Services Inc Page 18
Sybil Praski Prosperion Financial Advisors
Christine Raines Azimuth Wealth Management
Jerry R Reiff Morgan Stanley
James A Reinig Reinig amp Associates
David Repka Creative Financial Solutions
Keith Robinson Morgan Stanley
Heather Kristin Roentz Merrill Lynch
Carole L Rominger Full Circle Wealth Management
Eric Rosel Morgan Stanley
Kevin W Ruebesam Thrivent Financial
Karen K Salvatore Shine Investment Advisory Services
Greg Schowe LotusGroup Advisors
Daniel B Schultz Ameriprise Financial Services Inc
Gregory Phillip Seal Seal Financial Services Page 2
Kara Sekavec LPL Financial
Eileen M Sharkey Sharkey Howes amp Javer
Michael Sherman Crestone Capital Advisors
Judith Shine Shine Investment Advisory Services
Andrea Shortino Ameriprise Financial Services Inc
Gary Brian Sidder Life Transition Planners
R Brady Siegrist Janiczek amp Company
Michael G Simmons Transitions Wealth Management
Mark Sindrich Sindrich amp Associates Page 17
Mark Smith MJ Smith and Associates
Mark Andrew Solinski First Allied Securities
Paul Staib Staib Financial Planning
Keith Stechmesser Thrivent Financial
Kelly Stecklein Capital Evolution Group
Stephen L Stribling Morgan Stanley
Kevin Patrick Sullivan Sullivan amp Associates
Marilynne Tarrall NewWest Advisors
Matthew H Tepoorten Charles Schwab amp Company
Mark E Thomas Townsend Retirement Specialists
Kris Tower American Portfolios
Deborah A Towers Towers Wealth Management
Jeff Townsend Townsend Retirement Specialists
Jennifer Trembley Ethos Financial PartnersAmeriprise Financial Services Inc
Scott Tremlett Charles Schwab amp Company
Laura Uchida Invest Financial
James Urbonas Ascent Financial Advisors
Maria Dolores Vargas LPL Financial
Jack Venable Ethos Financial PartnersAmeriprise Financial Services Inc
Gary Wagner Wagner Wealth Management
Rhonda Wagner Ameriprise Financial Services Inc
Carole Wagner-Grauer MetLife
Cortney Walker GW Wealth Management
Damian Walsh Ameriprise Financial Services Inc
Nathan Wangerin Thrivent Financial
Sterling Warburton Raymond James Page 15
Kenneth P Warner Ameriprise Financial Services Inc
Timothy Waters Triumph Capital Management
Rick Watson The Milestone Group
Marilyn S Weaver Presidential Brokerage
Charles Matthew Wernig The Browning Group II
Janet White Shine Investment Advisory Services
Zoe Whitmore Ameriprise Financial Services Inc
Brenda E Wille-Cope First Financial Strategies
Brian Williams GampW Wealth Management
Craig E Williams Williams Investment Network Page 18
Bart Writer Wealth Concepts
Charlene Zahn-Busch Zahn Financial Services
Ron Zimmermann Morgan Stanley Page 12
Diane Zing Trilogy Financial Services
InsuranceMark D Arlen Lincoln Financial
Advisors
Henry Geyelin Carpenter Ameriprise Financial Services Inc
Michael Edwards COPIC Financial Services
Matthew Grant Gehring Summit Wealth ManagementAmeriprise Financial Services Inc
InvestmentsKenneth Acampora Durable Wealth
Management
Patrick Adams PVG Asset Management
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
ww
wfivestarprofessionalcom
FSbull22
Award winners listed by primary services and listed alphabetically by last name
Bruce G Allen Bruce G Allen Investments Page 9
Candace Lee Allen Wells Fargo Advisors LLC
Philip Sheridan Almon Wells Fargo Advisors LLC
David Anderson Triad Financial Group
Douglas Maurice Applegate Edward Jones
John Arnold Wells Fargo Advisors LLC
Willis Ashby Integra Financial
Daniel L Austin Thrivent Financial
Stephen Avis Wells Fargo Advisors LLC
Hugh C Bandy Edward Jones
Gordon Bauer LPL Financial
Andy Beasley The Milestone Group
Brad Bickham Sargent Bickham Lagudis
Donald Billings Charles Schwab amp Company
Kenneth Blair Edward Jones
Patrick A Bloomfield Wells Fargo Advisors Financial Network LLC
Donna M Boender Wells Fargo Advisors LLC Page 19
Brian Boudreau Edward Jones
Sara D Boyd CoBiz Wealth
Jeffery Wayne Bruce Edward Jones
Barry C Bruner Wedbush Securities
Keith Bryant RBC Wealth Management
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
James Callahan Janiczek amp Company
William I Callender Lincoln Financial Advisors
Robert M Campbell Wells Fargo Advisors LLC
John Carnes Edward Jones
Mark William Christofferson Wells Fargo Advisors LLC
John Claxton Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 18
William H Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
Travis Cook Travis CookAvant Garde Advisors
David Arthur Cooper Edward Jones
Tony Coppola The Milestone Group
John R Cormey CoBiz Wealth
James Bryan Cornehlsen Capstone Investment Financial Group
Jonathan D Cox Morgan Stanley
Jordan Curry Morgan Stanley
Patty Delucas Wells Fargo Advisors LLC
Warren Greg Denewiler Denewiler Capital Management
Neil P Dermody Wells Fargo Advisors LLC
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Edward Dickey INS Capital Management
Angus Elder Dillon Wells Fargo Advisors LLC
Robin A Dillon Wells Fargo Advisors LLC
Phil Dispense Morgan Stanley Page 12
Matthew Dolan Edward Jones
Neil Draxler Edward Jones
Greyson Drexel Wells Fargo Advisors LLC
Stephen Drexler Wells Fargo Advisors LLC Page 14
Steve Durman Wells Fargo Advisors LLC
Todd A Dussex LPL Financial
Melissa Dyer Raymond James Page 17
David Huber Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC
Steven Ehrman LPL Financial
Geoff Eliason Peak Capital Management
Steve Ellis Colorado Capital Management
Trevor J Emery ACM Wealth Solutions
Galina Y Esterby Morgan Stanley
Nanette Fahrenbruch Edward Jones
Robert Farris Wells Fargo Advisors LLC
Richard Fishel The Fishel Group
Gustin D Fox-Smith Fox-Smith Wealth Management
Kirk Aaron Freedle Innovative Financial Partners
Brian Friedman GHP Investment Advisors
Mark Frohlich Wells Fargo Advisors LLC
Marc Gaudreault Western Wealth Advisors
Geoffrey Todd Gervasini Wakefield Asset Management
Bob Gibson Edward Jones
David Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Jason Kessler Gocke Edward Jones
Kevin James Goldin Morgan Stanley
Stephen Gordon Cornerstone Asset Management
Mark Griffin Wells Fargo Advisors LLC
Elbert Clark Griggs Griggs Wealth Management
Randy R Grose Cherry Creek Retirement Advisors
Edgar George Aaron Gumbiner Marathon Investment Management
Robert Guthrie Merrill Lynch
Melanie Hanby Asset One
Beth Haney Edward Jones
David Hansen Meridian Wealth Management
Guy Harris Edward Jones
Theodore Harris The Milestone Group
Robert L Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley
Tara Hefty-Hume Peak Asset Management
Katherine Heidtbrink Wells Fargo Advisors LLC
Lynn Zickefoose Hendricks Hendricks Financial Services
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Philip Holbert Robert W Baird amp Company
Michael J Hood Morgan Stanley Page 19
Jeffrey Huff Redpoint Capital Management Page 17
Kyle Hurt Lifetime Capital Management
Jeffrey Hutcheson Edward Jones
Eric Jasper Edward Jones
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 7
Nicholas Ryan Jones Morgan Stanley
Steven T Jones Tenacity Investment Group
Robert Hunter Junge Hunter Retirement amp Wealth Management
Linda S Kalat Morgan Stanley
Laurence J Kandel Obermeyer Asset Management Company Page 18
Brandon Kane Wells Fargo Advisors LLC
Craig Lee Kinnunen Janiczek amp Company
Eric Koeplin The Milestone Group
Leon Koob Wells Fargo Advisors LLC
H Scott Koplar Ameriprise Financial Services Inc
Joseph Kozmata Raymond James Page 16
David Kraatz Morgan Stanley
Bradley Kreidle Mainline West
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Porter Landreth Asset One
Leasha K Larsen Edward Jones
Brian C Larson Edward Jones
Daniel Kit Lassen Ameriprise Financial Services Inc
Lori Taylor Lawrence Western Equity Group
Timothy Lawrence Millennium Portfolio Advisors
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
Mark Liley Wells Fargo Advisors LLC
Christopher Long Ameriprise Financial Services Inc
Brad A Lundberg Edward Jones
Bruce Lutz MetLife
Andy Lyford Charlton Investment Services
Christopher Ryan Lynett Wells Fargo Advisors LLC
Tupper MacDowell Robert W Baird amp Company
Leslie A MacGuire LPL Financial
Peter Noel MacMillan Edward Jones
Gary Mangelsdorf LPL Financial
Ted J Manzanares MetLife
Keith O Marks Openheimer amp Company
Raphael Andre Martorello LotusGroup Advisors
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
FSbull23
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
Award winners listed by primary services and listed alphabetically by last name
Tanya Rebekah Mathews Meridian Wealth Management
Roger D Maurer Maurer amp Associates Page 10
John McCorvie Peak Asset Management
Colin Michael McCoy CGC Financial
Janet L McCoy Seal Financial Services Page 2
Michael McDonald LPL Financial
Richard C McDowell LPL Financial
Brent McGibbon McGibbon Asset Management Page 12
David W Mckinlay David W Mckinlay ChFC
Patricia Anne McNamara Cherry Creek Investment Advisors
Brandy Shera Merriam Ameriprise Financial Services Inc
Craig Louis Miller Morgan Stanley
Lauretta C Moell Wells Fargo Advisors LLC
Rebecca Moreland Robert W Baird amp Company
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management
John P Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Jesse Brooks Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Thomas V OrsquoDonnell Ameriprise Financial Services Inc
Adam OrsquoHair Edward Jones
Mike Oakes Wells Fargo Advisors LLC Page 19
James M Olson Morgan Stanley
David L Overton Halbert Hargrove Global Advisors
Jay Oyer Merrill Lynch
Mark Paller Paller Financial Services Page 15
Daniel Palm Robert W Baird amp Company
Michael Arris Pappas LPL Financial
Christopher Parsons Wells Fargo Advisors LLC
David C Partheymuller The Normandy Group
Edward William Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Craig Perkins CDP Financial
Roy Persky LPL Financial
Kirk R Peterson Peterson Financial Services
Bryan Pieper Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Victoria Lynne Pinder VP Financial Options
Patrick Eugene Pogue Edward Jones
Gary Poling Raymond James
Brent Powell GWN Securities
Mitchell Powers Investment Security Group
Julie F Pribble CoBiz Wealth
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 16
Walter John Rasmussen Morgan Stanley
Natalie Robbins Edward Jones
Bret Allen Roberts Morgan Stanley
Richard Rust Investment Security Group
Richard Sage LPL Financial
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Catherine Stahl Scheuber LPL Financial
Shelley Schlossberg CastleMountain Financial Page 18
Stacia Schmalzer MetLife
Max Scholfield Scholfield Wealth Management
David Schreiber Edward Jones
Kathleen Scott Cherry Hills Investment Advisors Page 13
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones
Steven Setchfield Setchfield Associates
Andleib Seth LotusGroup Advisors
Lesley Shiffrin NTB Advisors
David Burns Siebert First Financial Equity Corporation
Scott W Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Timothy Soderquist Morgan Stanley
Ann Foster Sparks Wells Fargo Advisors LLC
Eric J Srodulski Edward Jones
Richard Alan Stonger Merrill Lynch
William Stordahl Stordahl Capital ManagementWells Fargo Financial Network LLC
Jeffrey R Stotler Edward Jones
Paul Stratton Edward Jones
Adam Jason Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Greg Stringari Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Lee Strongwater Colorado Capital Management Page 19
Peter Lee Swanson Edward Jones
Theodore Swenson LPL Financial Page 19
Jeffrey Swingle Edward Jones
Eric Swope Ameriprise Financial Services Inc
Hony Mahone Tarrall NewWest Advisors
Scott Taylor Value Financial Advisers
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Betsy Thorpe Wells Fargo Advisors LLC
Dustin Tidwell Latitude Financial Group
Herman Tiemens II Wells Fargo Advisors LLC
Kristy Tochihara Morgan Stanley Page 13
Richard Todd Innovest Portfolio Solutions
Vernon Lee Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
Charles Turner The Mutual Fund Store
Martha Turner Edward Jones
David Twibell Custom Portfolio Group
Vincent William Valentine First Financial Strategies
Carin Wagner GHP Investment Advisors
Victor M Walker Wells Fargo Advisors LLC
Chester Wallace Quintus Financial Services
Greg Wambolt Wambolt amp Associates Page 18
Jeff J Warren Wells Fargo Advisors LLC
Robert Webster Webster Investment Advisors
Richard E Weintraub Meridian Wealth Management
Ward Welles Wells Fargo Advisors LLC
Noel Todd Wickwar Morgan Stanley
Chad A Williams Aveo Capital
Don K Williams WMS Financial Group
TH Williams Wells Fargo Advisors LLC
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Matthew Edward Winter Wells Fargo Advisors LLC
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Todd Warren Young Edward Jones
Michael G Zahler Wells Fargo Advisors LLC
Steven Zahorik Wells Fargo Advisors LLC
Curtis A Zeigler Capital Management Group
Jonathan Zeschin Essential Investment Partners
Matthew Ziereis Wells Fargo Advisors LLC
TaxationBruce Bendell Transitions Wealth
Management
Alan Piehl Alan R Piehl CPA
Trust ServicesRichard W Phillips Wells Fargo
Advisors LLC
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Star
Professional
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Professional
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Star
Professional
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Professional
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SPECIAL ADVERTISING SECTION
2014 Fiv
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Five Star Accounting and Estate Planning ProfessionalsHow do you find an accounting or estate planning professional with experience who has a good base of cl ients 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
accounting and estate planning professionals who satisfy 10 objective eligibility and e v a l u a t i o n c r i t e r i a A m o n g m a n y distinguishing attributes the average one-year client retention rate for this yearrsquos award-winning certified public accountants is more than 96 percent Meanwhile our winning estate planning attorneys clock an average of 78 percent of their hours as billable
The 2014 Five Star Certified Public Accountants and Estate Planning Attorneys are a select group representing less than 1 percent of the certified public accountants and 3 percent of the estate planning attorneys in the Denver area
Although this list is a useful tool for anyone looking for help with accounting or managing their estate it should not be considered exhaustive Undoubtedly there are many excellent accounting and estate planning professionals who for one reason or another are not on this yearrsquos list Self-nominations for this award are not accepted Denver award candidates were identified using internal and external research data
AWARDA Select
Award candidates who satisfied the following objective eligibility and evaluation criteria were named 2014 Five Star Certified Public Accountants or Estate Planning AttorneysOF AWARD WINNERS
Determination
Regulatory ReviewAs defined by Five Star Professional the accounting or estate planning professional 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 candidate Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists
bull Each candidate who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed abovebull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a potential winnerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use taxation or estate planning services in order to provide consumers the
opportunity to submit complaints regarding a potential winner
Eligibility Criteria ndash Required1 Credentialed licensed attorney 2 Actively employed as a credentialed professional in
the estate planning services industry for a minimum of five years
3 Favorable regulatory and complaint history review 4 A minimum of 50 percent of practice focus on estate
planning services 5 Accepting new clients
Evaluation Criteria ndash Considered 6 Number of transactions in last 12 months 7 Number of client households served 8 Industry and board certifications 9 Education and professional designations 10 Pro bono activities
Estate Planning AttorneysEligibility Criteria ndash Required 1 Credentialed Certified Public Accountant (CPA)2 Actively employed as a credentialed professional in
the accounting services industry for a minimum of five years
3 Favorable regulatory and complaint history review4 Accepting new clients5 Spend more than 50 percent of their time on taxation
or other accounting services
Evaluation Criteria ndash Considered6 One-year client retention rate7 Five-year client retention rate8 Number of clients served9 One-year billing realization rate10 Educat ion and profess ional des ignat ions
certifications
Certified Public Accountants
2014 Denver
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Professional
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Star
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SPECIAL ADVERTISING SECTION
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
FSbull25
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Daniel C Doherty
357 Main StLongmont CO 80501
Phone 303-532-2880Fax 303-532-2990dandanieldohertylawcomwwwdanieldohertylawcom
bull Estate planning taxation wills and trusts bull Estate probate and trust administration bull Business formation and succession planning
How Might We Be of Service to You
Never has a client asked that their estate or business planning be complicated diffi cult to understand or costly Everyone wants to keep it simple Unfortunately onersquos circumstances may require us to shift further up the continuum of complexity to resolve the challenge I strive to communicate with my clients in plain English to enable them to fully understand the pros and cons of the options available and the planning I propose
Juris DoctorateMaster of Laws of Taxation
Mira Fineacute
1999 Broadway Ste 4000Denver CO 80202
Offi ce 303-298-9600mfi neheincpacomwwwheincpacom
bull Service rooted in integrity listening and respectbull Technical knowledge to achieve identifi ed goals bull Independent thinking to provide objective advice
Connecting With Clients to Reach Their Goal
Mira has the ability to connect with clients and maintain open and constant communication to help drive decisions Using a solutions-based approach ideas and thoughts are shared in a collaborative environment with the focus on what is best for the client Mira believes various perspectives and points of view are important in achieving the best outcome which ultimately leads to prosperous and satisfi ed clients
Partner National Director of Tax Services
Ryan Senger
6000 Greenwood Plz Blvd Ste 125Greenwood Village CO 80111
Direct 303-488-7575Offi ce 303-488-7570RyanBorchardtSengercomwwwBorchardtSengercom
bull Comprehensive tax compliance servicesbull Intelligent tax planning strategiesbull Expert support for high-net-worth clients
Level of Service You Deserve
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 15 years of public accounting experience He has extensive experience working with partnerships S corporations and individuals Our fi rmrsquos focus is to provide accurate and timely advice to assist our clients in making informed business and personal tax decisions
Partner CPA MT
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Professional
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Professional
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Star
Professional
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Star
Professional
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Professional
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SPECIAL ADVERTISING SECTION
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Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
2014 Fiv
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Success requires
patience discipline
and diligence
mdash Five Star award winner
Award winners listed by primary services and listed alphabetically by last name
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
AccountingMarilyn Burnside Marilyn R
Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey and Company Professional Corporation
Mona Feeley WhippleWood CPAs
Mira Fineacute Hein amp Associates Page 25
Brenda A French Brenda A French CPA
Lenae Jackson May Jackson Hendrick
Gary Jacobs Gary A Jacobs and Associates
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Eric Lake Holben Hay Lake Balzer CPAs
Daniel Noven Noven amp Associates
Alan Piehl Alan R Piehl CPA
William Rooney Crowe Horwath
Ken Saliman Smith Brook Bolshoun amp Company
Mark L Sanders Mark L Sanders CPA
Michael V Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates Page 25
Joey Simon Smith Brook Bolshoun amp Company
Ernest Villany Boulder Valley CPAs
Donna J Ward Ward amp Associates CPAs
Richard Whipple WhippleWood CPAs
Gregory Zick Zick Business Advisors
Estate PlanningMichael Bland Bryan Cave
James W Buchanan III Buchanan amp Stouffer
Nancy R Crow Pendleton Wilson Hennessey amp Crow
Frank J Danzo III Chayet amp Danzo Page 26
Daniel Doherty Doherty Law Office Page 25
John Eckstein Fairfield and Woods
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
William Krems Davis Graham amp Stubbs
James Littlepage James Littlepage Law Offices
Nathan Merrill Goodspeed amp Merrill
David Osterman Osterman Law Firm
Jane Paddison Jane Caddell Paddison
Kristin Pineiro Wallace Scott
Daniel Rich Steele Street Bank amp Trust
Timothy Scott Wallace Scott
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 26
650 S Cherry St Ste 710Denver CO 80246Office 303-355-8500FrankColoradoElderLawcom
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
EstateBusiness Planning Elder Law
600 17th St Ste 2800Denver CO 80202Office 303-226-5861kzaloudekmshzlawcomwwwmszhlawcom
Kevin Zaloudek
Mills Schmitz Halstead amp Zaloudek has built a reputation of providing legal services without the customar y overhead of a typical law firm With practice areas ranging from tax and litigation to real estate and IP law Mills Schmitz Halstead amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
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Professional
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Professional
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Professional
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Star
Professional
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Professional
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SPECIAL ADVERTISING SECTION
2014 Fiv
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The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
23596 Currant DrGolden CO 80401Phone 303-384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
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
CFPreg President LPL Registered Principal
CastleMountain Financial Services Inc
3200 Cherry Creek S DrSte 480Denver CO 80209Phone 303-733-4305lonnyobermeyerassetcomwwwobermeyerassetcom
Laurence J Kandel
I would like to thank our wonderful clients for their continued loyalty
Rankings andor recognition by una liated rating services andor publications should not be construed by a client or prospective client as a guarantee that heshe will experience a certain level of
results if Obermeyer is engaged or continues to be engaged to provide investment advisory services nor should it be construed
as a current or past endorsement of Obermeyer by any of its clients A copy of Obermeyerrsquos current written disclosure statement discussing its advisory services and fees is available upon request
Vice President Investments and Client Advisory
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office 720-836-4534
David W Moritz
I work one-on-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
Financial Advisor CFPreg
2229 S Joliet Way Aurora CO 80014 Direct 303-306-6639 katiecollinslplcom wwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 30 years of experience mdash Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
4419 Orofino CtCastle Rock CO 80108Office 303-663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
An Ameriprise Platinum Financial Servicesreg practice I help my clients plan for their dreams through a comprehensive financial planning approach and long-term investment 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
Financial Advisor CFPreg CLUreg
7665 E Windford StParker CO 80134Office 303-805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams works with high-net-worth individuals family offices and business owners to build sophisticated investment portfolios containing stocks bonds and other asset c lasses that emulate the endowment-style investing employed by large institutional investors
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Myers Financial Limited650 S Cherry St Ste 1250Denver CO 80246Office 303-393-0340Cell 303-319-1752lesliemyerslplcomwwwlplcomlesliemyers
Leslie A Myers
Leslie Myers treats her clients as partners in the investment and management of their assets Her personal touch which focuses on the individual as well as the family needs and wants has enabled her to generate new clients while maintaining a loyal clientele for many years
Securities o ered through LPL Financial Member FINRA SIPC
CFPreg MBA CLUreg ChFCreg LPL Financial Planner
13976 W Bowles Ave Ste 200Littleton CO 80127Office 720-962-6700Cell 303-808-4767wwwwamboltandassoccom
Greg Wambolt
Truth is wealth wonrsquot manage itself Reaching your goals takes a team dedicated to you mdashnot to their firm Our process is proven to identify planning gaps reduce complexity and deliver the best rate of return possible Itrsquos why successful people call on us to grow and protect their wealth Greg ldquoFinish Strongrdquo Wambolt is a f ly fisherman and a sport clay shooter
CFPreg CLUreg ChFCreg
If yoursquore in this business for money
alone you will never make it You have to
genuinely want to make a difference in your
clientsrsquo lives
mdash Five Star award winner
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Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Professional
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Professional
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Professional
SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
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1801 13th St Ste 200Boulder CO 80302Office 303-541-2047michaeljoakeswellsfargocom
Mike Oakes
For nearly a decade Mike has helped clients implement investment strategies and feel confident in their financial decisions Contact Mike Oakes for a consultation
Wells Fargo Advisors LLC Member SIPC is a registered broker-dealer and a separate non-bank a liate of Wells Fargo amp Company
[CAR 0814-03128]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor
5610 Ward Rd Bldg 100 Ste 110Arvada CO 80002Office 303-393-2456tedswensonlplcomswensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
Denver CO 80202Office 720-399-5555Cell 720-495-1317DerekETriumphCapitalManagementcomTriumphCapitalManagementcom
Derek N Eichenwald
Mr Eichenwald assists clients of Triumph Capital LLC on their l ifetime financial and strategic goals through sound asset management risk planning retirement planning and advanced estate planning techniques
1610 Wynkoop Street Suite 550 Denver CO 80202Securities o ered through JP Turner amp Company LLC (Member SIPC) JP Turner amp Company LLC is not a liated with Triumph Capital LLC
JPT090914-1519
CEO and Senior Investment Executive
8751 E Hampden Ave Ste B-10Denver CO 80231Phone 303-243-5722jimmyhassonlplcomwwwhassonfinancialscom
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 investment advisory retirement planning and education planning
Securities o ered through LPL Financial Member FINRASIPC
CERTIFIED FINANCIAL PLANNERtrade
4430 Arapahoe AveBoulder CO 80303Office 303-444-9300leecoloradocapcomwwwcoloradocapcom
Lee Strongwater
Integrity Quality Results
At Colorado Capital Management we seek to understand the purpose money serves for you before we put it to use We do this by listening and understanding what is most important and then by designing a prudent plan for you to achieve your cherished goals
Financial Advisor
5251 DTC Pkwy Ste 1500Greenwood Village CO 80111Office 303-925-9648michaeljhoodmorganstanleycommorganstanleyfacomhood
Michael J Hood
As your financial advisor I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve 2014 Five Star award winner
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP
(with ame design) in the US copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President CFPreg
7979 E Tufts Ave Ste 715Denver CO 80237Direct 303-689-7480nicolemayampfcomameripriseadvisorscomnicolemay
Nicole May
What are your dreams and goals for retirement I am passionate about working with my clients and want them to experience financial confidence now and in retirement It starts with a conversation discussing cash reserves debt management investments and taxes
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
Financial Advisor CERTIFIED FINANCIAL PLANNERtrade professional
7979 E Tufts Ave Ste 715Denver CO 80237Phone 303-689-7448raeyanexfarrellampfcomameripriseadvisorscomraeyanexfarrell
Raeyane Farrell
Whether itrsquos a long way off fast approaching or already a reality you have dreams and goals for your retirement I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs
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
MBA Financial Advisor
Wells Fargo Advisors LLC3200 Cherry Creek S Dr Ste 100Denver CO 80209Phone 303-248-0842Toll-free 800-777-1401DonnaBoenderWFAdvisorscom
Donna M Boender
Donna Boender CERTIFIED FINANCIAL PLANNERtrade 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 Visit wwwWFAdvisorscomdonnaboender
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02380 91514]
Senior Vice President ndash Investment Officer
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Professional
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Professional
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Professional
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Professional
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Professional
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SPECIAL ADVERTISING SECTION
2014 Fiv
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Award winners listed by primary services and listed alphabetically by last name
Business PlanningMark Goodside Retirement
Solutions of Colorado
William E Roberts AUCTORIS
Bernard Taillon Triad Financial Group
Kerry Linn Walker Business Owner Solutions
Estate PlanningRichard H Hartmann AUCTORIS
Reid M Johnson MBA Wealth Management
Financial PlanningChad Aaberg Thrivent Financial
Thomas Abboud Veritas Financial Planning Page 16
Chad Michael Alevras Gregory amp Associates
Vasil W Allabashi Wealth Strategies Group Page 4
Gregory Robert Anderson GRAnderson Wealth Management Group
Valerie Antonioli Cherry Hills Investment Advisors Page 13
Nathan M Archuleta Summit Wealth Group
Craig Arfsten Prosperion Financial Advisors
Terri Ashton Townsend Retirement Specialists
Colleen Askew Knopinski amp Fauver Financial Advisors
Mark Autterson Win Advisor
Stephen Baker Ameriprise Financial Services Inc
Ali Barghelame Barghelame Wealth Advisors
Linda R Barker Ethos Financial PartnersAmeriprise Financial Services Inc
John T Barry Barry Financial Services
Jeffrey Bartleson Ameriprise Financial Services Inc
Bob Bastiaans Ameriprise Financial Services Inc Page 15
Dana Bath Aveo Capital
Tom Baumler Asset One
Richard Bellmar Bellmar Family Financial
Benjamin Wills Bender Raymond James
John R Bennett First Command Financial Planning
A Raymond Benton Benton amp Company
Amy Berk Ameriprise Financial Services Inc
David Billingslea Ameriprise Financial Services Inc
Matthew R Blake My Portfolio Guide
Mitchell Lewis Bloom Bloom Financial
Thomas Boh Robert W Baird amp Company
Steve Booren Prosperion Financial Advisors
Kean Boucher Boucher Wealth Management Group Page 5
Paula Boyka Raymond James
Carol Rogers Breglio Ameriprise Financial Services Inc
Michael J Broker Trilogy Financial Services
Mark R Brown Brown amp Tedstrom
Michael V Brown Morgan Stanley
JA Tyler Browning II The Browning Group II
James Roland Brubaker Exit amp Retirement Strategies
Stephen Brubaker Exit amp Retirement Strategies
Christopher P Bruhl LPL Financial Page 11
Stephanie Bruno SBWA
Matthew Carpinelli AFC Wealth Management Group
Madison Anne Carter Morgan Stanley
Karlton D Childress Sharkey Howes amp Javer
Loretta Chiofolo Ameriprise Financial Services Inc
Michael Cohen Lincoln Financial Advisors
Michael Anthony Coleman Ameriprise Financial Services Inc
Richard P Costner G5 Financial Group
Seth Davis RMB Capital
LeeAnn Day LPL Financial
Jordan Dechtman Jordan Dechtman Wealth Management
Louis M DeNiro Ameriprise Financial Services Inc
John Diak Oatley amp Diak
Christopher James Dietz Morgan Stanley
Jeffrey Donahue Donaco Financial Services
Kathleen Drake Ameriprise Financial Services Inc
Pamela Dumonceau Asset One
Robert Eberhardt AampI Financial Services
Mike Edwards Morgan Stanley
Deborah Eggleston The Partners Group
Derek Nathan Eichenwald Triumph Capital Management Page 19
Bret A Elliott Elliott Financial
Daniel D Ellis US Bancorp
Chad Ernzen The Mutual Fund Store
Jason Evans New England Securities
John Wayne Farlow Financial Abundance
Raeyane Farrell Ameriprise Financial Services Inc Page 19
Alexander N Feick Paragon Capital Management
Lawrence Finch G5 Financial Group Page 3
David Findlow Charles Schwab amp Company
Nelisha Firestone Firestone Financial Group
Keith Ryan Fisher Financial Designs
Andrew Flanscha Thrivent Financial
Tamara Fontenot Ameriprise Financial Services Inc
Scott Forsyth G5 Financial Group Page 3
Elyse D Foster Harbor Financial Group
Karl Frank AampI Financial Services
Kimberly Gieseler LPL Financial
James Graham IV Lincoln Financial Advisors
Gerald A Graham Sr The Timberline Group
Kathryn Greene UMB Private Wealth Management
Janet Greiner American Zang Investment Council
Aaron Grey Denver Money Manager
Robert Edmund Grey Denver Money Manager
Whitney Winslow Grimm Summit Wealth ManagementAmeriprise Financial Services Inc
Jerry L Gruber Greenbook Wealth Management Page 10
Stephanie Gudka CUSO Page 11
Eustis Habighorst Public Service Credit Union
Mimi N Hackley Sharkey Howes amp Javer
Adam Watson Hall LPL Financial Page 11
Lowell Hansen Schaefer Financial Management
Chad Michael Harmon AampI Financial Services
Michael J Harrington Morgan Stanley
Roger Harris R Kent Harris amp Associates
Jimmy Hasson Hasson Financial Page 19
Scott M Hauser Ameriprise Financial Services Inc
Ross Haycock Summit Wealth Group
G Bruce Hemmings Morgan Stanley Page 6
Stephanie Herdahl Lincoln Financial Advisors
Debra K Herrington Vision Financial Services
Jennifer Hilts First Command Financial Planning
Jody Hinsey Greenbook Wealth Management Page 10
Robert Hochstadt GHP Investment Advisors
Robert L Holland Jr Life Transition Planners
Kevin D Hollis First Command Financial Planning
Guy Wesley Holman TCI Wealth Advisors
Gregory Horstman Prosperion Financial Advisors
Brett Howard Cherry Street Partners
Lawrence E Howes Sharkey Howes amp Javer
Andrew C Inman Peoples Investment Professionals
Phil Jacobson Synergy Financial Partners
Joseph Janiczek Janiczek amp Company
Patrick Janssen Ameriprise Financial Services Inc
Joel B Javer Sharkey Howes amp Javer
Karen Jessey Wealth Strategies Group Page 4
Debra Marie Johnson Life Transition Planners
Susan Elizabeth Johnston Cherry Hills Investment Advisors Page 13
Marvin Kark MZ Kark and Associates
David Keller Wealth Strategies Group Page 4
Shawn Kelly Townsend Retirement Specialists
Gary Wayne Keyfauver Raymond James
Zachary Kibby Thrivent Financial
Harold W Kirschner Sharkey Howes amp Javer
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
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Award winners listed by primary services and listed alphabetically by last name
Cain Kobert Rocky Mountain Wealth Management
Larry N Koenigsberg Raymond James
Patricia Kummer Kummer Financial Strategies Page 15
Paul Lambert Cherry Street Partners
Bruce Larsen Presidential Brokerage
David Lawyer First Command Financial Planning
Chad Leigh Exit amp Retirement Strategies
Dennis A Leonida Raymond James Page 17
Mark Levine US Bancorp Investments
Richard Jason Levine Synergy Financial Partners
Michael Lincoln Lincoln Financial Services
David Loos Charles Schwab amp Company
Ronald C Lottridge Catalyst Financial Strategies
Josh David Lozow Transitions Wealth Management
Tad Michael Lyle Planning Resources
Kimberly Kaye Maez Ameriprise Financial Services Inc
Adam Makkai Makkai Capital Management
Joel Thomas Martin Denver Money Manager
Quinn A Martinez Clear Creek Investment Services
Marla Mason Presidential Brokerage
Nicole May Ameriprise Financial Services Inc Page 19
Cris Robert McBride NFP Securities
Jason Scott McBride Presidential Brokerage
Angel B McCall Lifetime Financial Strategies
Chad McDonnell Denver Investments
Dennis Means LPL Financial
Dot Mechtenberg Dot Mechtenberg
Terry Melonakis Melonakis Financial
Dita Merritt Ameriprise Financial Services Inc
Harve P Meslin Safe Harbor Financial Group
Ann Marie Milinazzo Hadad-Milinazzo Financial Group
Matthew Stephen Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Shawn Moore Morgan Stanley
J Cameron Morgan AampI Financial Services
David Moritz Ameriprise Financial Services Inc Page 18
C Randal Morris Summit Wealth Group
Jesse Morris Summit Wealth Group
David Morrison Prosperion Financial Advisors
Angela Mueting Thrivent Financial
Ryan S Murphy Ameriprise Financial Services Inc Page 7
Jay A Murray RM Infinity Advisors and Solutions for Tuition
Steve R Musick Destiny Capital
Leslie Myers LPL Financial Page 18
Thomas Nazzaro American Portfolios
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Josh Nelson Keystone Financial Services
Neil Norman Nichols Intentional Wealth
Amy Noel LPL Financial
Brad Noland Wagner Wealth Management
Patrick Nolen Nolen Western
William Norris Robert W Baird amp Company
Daniel Noven Noven Financial Group
Elizabeth OrsquoDonnell OrsquoDonnell Wealth Management Page 16
Daniel OrsquoLeary Quintus Financial Services
Sean OrsquoNeill Raymond James
Karen Ogard Robert W Baird amp Company
Dominick Paoloni SMG Partners
Charles Gregory Parr Ameriprise Financial Services Inc
Jeffrey Payne Aspen Wealth Management
Russell Petrin Morgan Stanley
Mary Lee Pierce Ameriprise Financial Services Inc Page 18
Sybil Praski Prosperion Financial Advisors
Christine Raines Azimuth Wealth Management
Jerry R Reiff Morgan Stanley
James A Reinig Reinig amp Associates
David Repka Creative Financial Solutions
Keith Robinson Morgan Stanley
Heather Kristin Roentz Merrill Lynch
Carole L Rominger Full Circle Wealth Management
Eric Rosel Morgan Stanley
Kevin W Ruebesam Thrivent Financial
Karen K Salvatore Shine Investment Advisory Services
Greg Schowe LotusGroup Advisors
Daniel B Schultz Ameriprise Financial Services Inc
Gregory Phillip Seal Seal Financial Services Page 2
Kara Sekavec LPL Financial
Eileen M Sharkey Sharkey Howes amp Javer
Michael Sherman Crestone Capital Advisors
Judith Shine Shine Investment Advisory Services
Andrea Shortino Ameriprise Financial Services Inc
Gary Brian Sidder Life Transition Planners
R Brady Siegrist Janiczek amp Company
Michael G Simmons Transitions Wealth Management
Mark Sindrich Sindrich amp Associates Page 17
Mark Smith MJ Smith and Associates
Mark Andrew Solinski First Allied Securities
Paul Staib Staib Financial Planning
Keith Stechmesser Thrivent Financial
Kelly Stecklein Capital Evolution Group
Stephen L Stribling Morgan Stanley
Kevin Patrick Sullivan Sullivan amp Associates
Marilynne Tarrall NewWest Advisors
Matthew H Tepoorten Charles Schwab amp Company
Mark E Thomas Townsend Retirement Specialists
Kris Tower American Portfolios
Deborah A Towers Towers Wealth Management
Jeff Townsend Townsend Retirement Specialists
Jennifer Trembley Ethos Financial PartnersAmeriprise Financial Services Inc
Scott Tremlett Charles Schwab amp Company
Laura Uchida Invest Financial
James Urbonas Ascent Financial Advisors
Maria Dolores Vargas LPL Financial
Jack Venable Ethos Financial PartnersAmeriprise Financial Services Inc
Gary Wagner Wagner Wealth Management
Rhonda Wagner Ameriprise Financial Services Inc
Carole Wagner-Grauer MetLife
Cortney Walker GW Wealth Management
Damian Walsh Ameriprise Financial Services Inc
Nathan Wangerin Thrivent Financial
Sterling Warburton Raymond James Page 15
Kenneth P Warner Ameriprise Financial Services Inc
Timothy Waters Triumph Capital Management
Rick Watson The Milestone Group
Marilyn S Weaver Presidential Brokerage
Charles Matthew Wernig The Browning Group II
Janet White Shine Investment Advisory Services
Zoe Whitmore Ameriprise Financial Services Inc
Brenda E Wille-Cope First Financial Strategies
Brian Williams GampW Wealth Management
Craig E Williams Williams Investment Network Page 18
Bart Writer Wealth Concepts
Charlene Zahn-Busch Zahn Financial Services
Ron Zimmermann Morgan Stanley Page 12
Diane Zing Trilogy Financial Services
InsuranceMark D Arlen Lincoln Financial
Advisors
Henry Geyelin Carpenter Ameriprise Financial Services Inc
Michael Edwards COPIC Financial Services
Matthew Grant Gehring Summit Wealth ManagementAmeriprise Financial Services Inc
InvestmentsKenneth Acampora Durable Wealth
Management
Patrick Adams PVG Asset Management
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
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wfivestarprofessionalcom
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Award winners listed by primary services and listed alphabetically by last name
Bruce G Allen Bruce G Allen Investments Page 9
Candace Lee Allen Wells Fargo Advisors LLC
Philip Sheridan Almon Wells Fargo Advisors LLC
David Anderson Triad Financial Group
Douglas Maurice Applegate Edward Jones
John Arnold Wells Fargo Advisors LLC
Willis Ashby Integra Financial
Daniel L Austin Thrivent Financial
Stephen Avis Wells Fargo Advisors LLC
Hugh C Bandy Edward Jones
Gordon Bauer LPL Financial
Andy Beasley The Milestone Group
Brad Bickham Sargent Bickham Lagudis
Donald Billings Charles Schwab amp Company
Kenneth Blair Edward Jones
Patrick A Bloomfield Wells Fargo Advisors Financial Network LLC
Donna M Boender Wells Fargo Advisors LLC Page 19
Brian Boudreau Edward Jones
Sara D Boyd CoBiz Wealth
Jeffery Wayne Bruce Edward Jones
Barry C Bruner Wedbush Securities
Keith Bryant RBC Wealth Management
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
James Callahan Janiczek amp Company
William I Callender Lincoln Financial Advisors
Robert M Campbell Wells Fargo Advisors LLC
John Carnes Edward Jones
Mark William Christofferson Wells Fargo Advisors LLC
John Claxton Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 18
William H Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
Travis Cook Travis CookAvant Garde Advisors
David Arthur Cooper Edward Jones
Tony Coppola The Milestone Group
John R Cormey CoBiz Wealth
James Bryan Cornehlsen Capstone Investment Financial Group
Jonathan D Cox Morgan Stanley
Jordan Curry Morgan Stanley
Patty Delucas Wells Fargo Advisors LLC
Warren Greg Denewiler Denewiler Capital Management
Neil P Dermody Wells Fargo Advisors LLC
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Edward Dickey INS Capital Management
Angus Elder Dillon Wells Fargo Advisors LLC
Robin A Dillon Wells Fargo Advisors LLC
Phil Dispense Morgan Stanley Page 12
Matthew Dolan Edward Jones
Neil Draxler Edward Jones
Greyson Drexel Wells Fargo Advisors LLC
Stephen Drexler Wells Fargo Advisors LLC Page 14
Steve Durman Wells Fargo Advisors LLC
Todd A Dussex LPL Financial
Melissa Dyer Raymond James Page 17
David Huber Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC
Steven Ehrman LPL Financial
Geoff Eliason Peak Capital Management
Steve Ellis Colorado Capital Management
Trevor J Emery ACM Wealth Solutions
Galina Y Esterby Morgan Stanley
Nanette Fahrenbruch Edward Jones
Robert Farris Wells Fargo Advisors LLC
Richard Fishel The Fishel Group
Gustin D Fox-Smith Fox-Smith Wealth Management
Kirk Aaron Freedle Innovative Financial Partners
Brian Friedman GHP Investment Advisors
Mark Frohlich Wells Fargo Advisors LLC
Marc Gaudreault Western Wealth Advisors
Geoffrey Todd Gervasini Wakefield Asset Management
Bob Gibson Edward Jones
David Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Jason Kessler Gocke Edward Jones
Kevin James Goldin Morgan Stanley
Stephen Gordon Cornerstone Asset Management
Mark Griffin Wells Fargo Advisors LLC
Elbert Clark Griggs Griggs Wealth Management
Randy R Grose Cherry Creek Retirement Advisors
Edgar George Aaron Gumbiner Marathon Investment Management
Robert Guthrie Merrill Lynch
Melanie Hanby Asset One
Beth Haney Edward Jones
David Hansen Meridian Wealth Management
Guy Harris Edward Jones
Theodore Harris The Milestone Group
Robert L Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley
Tara Hefty-Hume Peak Asset Management
Katherine Heidtbrink Wells Fargo Advisors LLC
Lynn Zickefoose Hendricks Hendricks Financial Services
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Philip Holbert Robert W Baird amp Company
Michael J Hood Morgan Stanley Page 19
Jeffrey Huff Redpoint Capital Management Page 17
Kyle Hurt Lifetime Capital Management
Jeffrey Hutcheson Edward Jones
Eric Jasper Edward Jones
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 7
Nicholas Ryan Jones Morgan Stanley
Steven T Jones Tenacity Investment Group
Robert Hunter Junge Hunter Retirement amp Wealth Management
Linda S Kalat Morgan Stanley
Laurence J Kandel Obermeyer Asset Management Company Page 18
Brandon Kane Wells Fargo Advisors LLC
Craig Lee Kinnunen Janiczek amp Company
Eric Koeplin The Milestone Group
Leon Koob Wells Fargo Advisors LLC
H Scott Koplar Ameriprise Financial Services Inc
Joseph Kozmata Raymond James Page 16
David Kraatz Morgan Stanley
Bradley Kreidle Mainline West
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Porter Landreth Asset One
Leasha K Larsen Edward Jones
Brian C Larson Edward Jones
Daniel Kit Lassen Ameriprise Financial Services Inc
Lori Taylor Lawrence Western Equity Group
Timothy Lawrence Millennium Portfolio Advisors
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
Mark Liley Wells Fargo Advisors LLC
Christopher Long Ameriprise Financial Services Inc
Brad A Lundberg Edward Jones
Bruce Lutz MetLife
Andy Lyford Charlton Investment Services
Christopher Ryan Lynett Wells Fargo Advisors LLC
Tupper MacDowell Robert W Baird amp Company
Leslie A MacGuire LPL Financial
Peter Noel MacMillan Edward Jones
Gary Mangelsdorf LPL Financial
Ted J Manzanares MetLife
Keith O Marks Openheimer amp Company
Raphael Andre Martorello LotusGroup Advisors
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
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Man
agers
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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
Award winners listed by primary services and listed alphabetically by last name
Tanya Rebekah Mathews Meridian Wealth Management
Roger D Maurer Maurer amp Associates Page 10
John McCorvie Peak Asset Management
Colin Michael McCoy CGC Financial
Janet L McCoy Seal Financial Services Page 2
Michael McDonald LPL Financial
Richard C McDowell LPL Financial
Brent McGibbon McGibbon Asset Management Page 12
David W Mckinlay David W Mckinlay ChFC
Patricia Anne McNamara Cherry Creek Investment Advisors
Brandy Shera Merriam Ameriprise Financial Services Inc
Craig Louis Miller Morgan Stanley
Lauretta C Moell Wells Fargo Advisors LLC
Rebecca Moreland Robert W Baird amp Company
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management
John P Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Jesse Brooks Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Thomas V OrsquoDonnell Ameriprise Financial Services Inc
Adam OrsquoHair Edward Jones
Mike Oakes Wells Fargo Advisors LLC Page 19
James M Olson Morgan Stanley
David L Overton Halbert Hargrove Global Advisors
Jay Oyer Merrill Lynch
Mark Paller Paller Financial Services Page 15
Daniel Palm Robert W Baird amp Company
Michael Arris Pappas LPL Financial
Christopher Parsons Wells Fargo Advisors LLC
David C Partheymuller The Normandy Group
Edward William Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Craig Perkins CDP Financial
Roy Persky LPL Financial
Kirk R Peterson Peterson Financial Services
Bryan Pieper Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Victoria Lynne Pinder VP Financial Options
Patrick Eugene Pogue Edward Jones
Gary Poling Raymond James
Brent Powell GWN Securities
Mitchell Powers Investment Security Group
Julie F Pribble CoBiz Wealth
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 16
Walter John Rasmussen Morgan Stanley
Natalie Robbins Edward Jones
Bret Allen Roberts Morgan Stanley
Richard Rust Investment Security Group
Richard Sage LPL Financial
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Catherine Stahl Scheuber LPL Financial
Shelley Schlossberg CastleMountain Financial Page 18
Stacia Schmalzer MetLife
Max Scholfield Scholfield Wealth Management
David Schreiber Edward Jones
Kathleen Scott Cherry Hills Investment Advisors Page 13
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones
Steven Setchfield Setchfield Associates
Andleib Seth LotusGroup Advisors
Lesley Shiffrin NTB Advisors
David Burns Siebert First Financial Equity Corporation
Scott W Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Timothy Soderquist Morgan Stanley
Ann Foster Sparks Wells Fargo Advisors LLC
Eric J Srodulski Edward Jones
Richard Alan Stonger Merrill Lynch
William Stordahl Stordahl Capital ManagementWells Fargo Financial Network LLC
Jeffrey R Stotler Edward Jones
Paul Stratton Edward Jones
Adam Jason Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Greg Stringari Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Lee Strongwater Colorado Capital Management Page 19
Peter Lee Swanson Edward Jones
Theodore Swenson LPL Financial Page 19
Jeffrey Swingle Edward Jones
Eric Swope Ameriprise Financial Services Inc
Hony Mahone Tarrall NewWest Advisors
Scott Taylor Value Financial Advisers
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Betsy Thorpe Wells Fargo Advisors LLC
Dustin Tidwell Latitude Financial Group
Herman Tiemens II Wells Fargo Advisors LLC
Kristy Tochihara Morgan Stanley Page 13
Richard Todd Innovest Portfolio Solutions
Vernon Lee Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
Charles Turner The Mutual Fund Store
Martha Turner Edward Jones
David Twibell Custom Portfolio Group
Vincent William Valentine First Financial Strategies
Carin Wagner GHP Investment Advisors
Victor M Walker Wells Fargo Advisors LLC
Chester Wallace Quintus Financial Services
Greg Wambolt Wambolt amp Associates Page 18
Jeff J Warren Wells Fargo Advisors LLC
Robert Webster Webster Investment Advisors
Richard E Weintraub Meridian Wealth Management
Ward Welles Wells Fargo Advisors LLC
Noel Todd Wickwar Morgan Stanley
Chad A Williams Aveo Capital
Don K Williams WMS Financial Group
TH Williams Wells Fargo Advisors LLC
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Matthew Edward Winter Wells Fargo Advisors LLC
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Todd Warren Young Edward Jones
Michael G Zahler Wells Fargo Advisors LLC
Steven Zahorik Wells Fargo Advisors LLC
Curtis A Zeigler Capital Management Group
Jonathan Zeschin Essential Investment Partners
Matthew Ziereis Wells Fargo Advisors LLC
TaxationBruce Bendell Transitions Wealth
Management
Alan Piehl Alan R Piehl CPA
Trust ServicesRichard W Phillips Wells Fargo
Advisors LLC
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
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Five Star Accounting and Estate Planning ProfessionalsHow do you find an accounting or estate planning professional with experience who has a good base of cl ients 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
accounting and estate planning professionals who satisfy 10 objective eligibility and e v a l u a t i o n c r i t e r i a A m o n g m a n y distinguishing attributes the average one-year client retention rate for this yearrsquos award-winning certified public accountants is more than 96 percent Meanwhile our winning estate planning attorneys clock an average of 78 percent of their hours as billable
The 2014 Five Star Certified Public Accountants and Estate Planning Attorneys are a select group representing less than 1 percent of the certified public accountants and 3 percent of the estate planning attorneys in the Denver area
Although this list is a useful tool for anyone looking for help with accounting or managing their estate it should not be considered exhaustive Undoubtedly there are many excellent accounting and estate planning professionals who for one reason or another are not on this yearrsquos list Self-nominations for this award are not accepted Denver award candidates were identified using internal and external research data
AWARDA Select
Award candidates who satisfied the following objective eligibility and evaluation criteria were named 2014 Five Star Certified Public Accountants or Estate Planning AttorneysOF AWARD WINNERS
Determination
Regulatory ReviewAs defined by Five Star Professional the accounting or estate planning professional 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 candidate Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists
bull Each candidate who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed abovebull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a potential winnerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use taxation or estate planning services in order to provide consumers the
opportunity to submit complaints regarding a potential winner
Eligibility Criteria ndash Required1 Credentialed licensed attorney 2 Actively employed as a credentialed professional in
the estate planning services industry for a minimum of five years
3 Favorable regulatory and complaint history review 4 A minimum of 50 percent of practice focus on estate
planning services 5 Accepting new clients
Evaluation Criteria ndash Considered 6 Number of transactions in last 12 months 7 Number of client households served 8 Industry and board certifications 9 Education and professional designations 10 Pro bono activities
Estate Planning AttorneysEligibility Criteria ndash Required 1 Credentialed Certified Public Accountant (CPA)2 Actively employed as a credentialed professional in
the accounting services industry for a minimum of five years
3 Favorable regulatory and complaint history review4 Accepting new clients5 Spend more than 50 percent of their time on taxation
or other accounting services
Evaluation Criteria ndash Considered6 One-year client retention rate7 Five-year client retention rate8 Number of clients served9 One-year billing realization rate10 Educat ion and profess ional des ignat ions
certifications
Certified Public Accountants
2014 Denver
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
FSbull25
2014 Fiv
e Star A
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Daniel C Doherty
357 Main StLongmont CO 80501
Phone 303-532-2880Fax 303-532-2990dandanieldohertylawcomwwwdanieldohertylawcom
bull Estate planning taxation wills and trusts bull Estate probate and trust administration bull Business formation and succession planning
How Might We Be of Service to You
Never has a client asked that their estate or business planning be complicated diffi cult to understand or costly Everyone wants to keep it simple Unfortunately onersquos circumstances may require us to shift further up the continuum of complexity to resolve the challenge I strive to communicate with my clients in plain English to enable them to fully understand the pros and cons of the options available and the planning I propose
Juris DoctorateMaster of Laws of Taxation
Mira Fineacute
1999 Broadway Ste 4000Denver CO 80202
Offi ce 303-298-9600mfi neheincpacomwwwheincpacom
bull Service rooted in integrity listening and respectbull Technical knowledge to achieve identifi ed goals bull Independent thinking to provide objective advice
Connecting With Clients to Reach Their Goal
Mira has the ability to connect with clients and maintain open and constant communication to help drive decisions Using a solutions-based approach ideas and thoughts are shared in a collaborative environment with the focus on what is best for the client Mira believes various perspectives and points of view are important in achieving the best outcome which ultimately leads to prosperous and satisfi ed clients
Partner National Director of Tax Services
Ryan Senger
6000 Greenwood Plz Blvd Ste 125Greenwood Village CO 80111
Direct 303-488-7575Offi ce 303-488-7570RyanBorchardtSengercomwwwBorchardtSengercom
bull Comprehensive tax compliance servicesbull Intelligent tax planning strategiesbull Expert support for high-net-worth clients
Level of Service You Deserve
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 15 years of public accounting experience He has extensive experience working with partnerships S corporations and individuals Our fi rmrsquos focus is to provide accurate and timely advice to assist our clients in making informed business and personal tax decisions
Partner CPA MT
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
FSbull26
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
2014 Fiv
e Star A
ccou
ntin
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Success requires
patience discipline
and diligence
mdash Five Star award winner
Award winners listed by primary services and listed alphabetically by last name
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
AccountingMarilyn Burnside Marilyn R
Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey and Company Professional Corporation
Mona Feeley WhippleWood CPAs
Mira Fineacute Hein amp Associates Page 25
Brenda A French Brenda A French CPA
Lenae Jackson May Jackson Hendrick
Gary Jacobs Gary A Jacobs and Associates
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Eric Lake Holben Hay Lake Balzer CPAs
Daniel Noven Noven amp Associates
Alan Piehl Alan R Piehl CPA
William Rooney Crowe Horwath
Ken Saliman Smith Brook Bolshoun amp Company
Mark L Sanders Mark L Sanders CPA
Michael V Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates Page 25
Joey Simon Smith Brook Bolshoun amp Company
Ernest Villany Boulder Valley CPAs
Donna J Ward Ward amp Associates CPAs
Richard Whipple WhippleWood CPAs
Gregory Zick Zick Business Advisors
Estate PlanningMichael Bland Bryan Cave
James W Buchanan III Buchanan amp Stouffer
Nancy R Crow Pendleton Wilson Hennessey amp Crow
Frank J Danzo III Chayet amp Danzo Page 26
Daniel Doherty Doherty Law Office Page 25
John Eckstein Fairfield and Woods
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
William Krems Davis Graham amp Stubbs
James Littlepage James Littlepage Law Offices
Nathan Merrill Goodspeed amp Merrill
David Osterman Osterman Law Firm
Jane Paddison Jane Caddell Paddison
Kristin Pineiro Wallace Scott
Daniel Rich Steele Street Bank amp Trust
Timothy Scott Wallace Scott
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 26
650 S Cherry St Ste 710Denver CO 80246Office 303-355-8500FrankColoradoElderLawcom
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
EstateBusiness Planning Elder Law
600 17th St Ste 2800Denver CO 80202Office 303-226-5861kzaloudekmshzlawcomwwwmszhlawcom
Kevin Zaloudek
Mills Schmitz Halstead amp Zaloudek has built a reputation of providing legal services without the customar y overhead of a typical law firm With practice areas ranging from tax and litigation to real estate and IP law Mills Schmitz Halstead amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
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Star
Professional
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Star
Professional
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Star
Professional
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Star
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SPECIAL ADVERTISING SECTION
The Five Star Wealth Manager award administered by Crescendo Business Services LLC (dba Five Star Professional) is based on 10 objective criteria 1 Credentialed as a registered investment adviser or a registered investment adviser representative 2 Active as a credentialed professional in the financial services industry for a minimum of 5 years 3 Favorable regulatory and complaint history review (As defined by Five Star Professional the wealth manager has not A Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine B 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 process Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professionalrsquos consumer complaint process C Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority D Filed for personal bankruptcy E Been convicted of a felony) 4 Fulfilled their firm review based on internal standards 5 Accepting new clients 6 One-year client retention rate 7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered 9 Number of client households served 10 Education and professional designations Wealth managers do not pay a fee to be considered or awarded Once awarded wealth managers may purchase additional profile ad space or promotional products The award methodology does not evaluate the quality of services provided and is not indicative of the winnerrsquos future performance 4385 Denver wealth managers were considered for the award 528 (13 percent of candidates) were named Five Star Wealth Managers
2014 Fiv
e Star W
ealth M
anag
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FSbull19
1801 13th St Ste 200Boulder CO 80302Office 303-541-2047michaeljoakeswellsfargocom
Mike Oakes
For nearly a decade Mike has helped clients implement investment strategies and feel confident in their financial decisions Contact Mike Oakes for a consultation
Wells Fargo Advisors LLC Member SIPC is a registered broker-dealer and a separate non-bank a liate of Wells Fargo amp Company
[CAR 0814-03128]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor
5610 Ward Rd Bldg 100 Ste 110Arvada CO 80002Office 303-393-2456tedswensonlplcomswensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
Denver CO 80202Office 720-399-5555Cell 720-495-1317DerekETriumphCapitalManagementcomTriumphCapitalManagementcom
Derek N Eichenwald
Mr Eichenwald assists clients of Triumph Capital LLC on their l ifetime financial and strategic goals through sound asset management risk planning retirement planning and advanced estate planning techniques
1610 Wynkoop Street Suite 550 Denver CO 80202Securities o ered through JP Turner amp Company LLC (Member SIPC) JP Turner amp Company LLC is not a liated with Triumph Capital LLC
JPT090914-1519
CEO and Senior Investment Executive
8751 E Hampden Ave Ste B-10Denver CO 80231Phone 303-243-5722jimmyhassonlplcomwwwhassonfinancialscom
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 investment advisory retirement planning and education planning
Securities o ered through LPL Financial Member FINRASIPC
CERTIFIED FINANCIAL PLANNERtrade
4430 Arapahoe AveBoulder CO 80303Office 303-444-9300leecoloradocapcomwwwcoloradocapcom
Lee Strongwater
Integrity Quality Results
At Colorado Capital Management we seek to understand the purpose money serves for you before we put it to use We do this by listening and understanding what is most important and then by designing a prudent plan for you to achieve your cherished goals
Financial Advisor
5251 DTC Pkwy Ste 1500Greenwood Village CO 80111Office 303-925-9648michaeljhoodmorganstanleycommorganstanleyfacomhood
Michael J Hood
As your financial advisor I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve 2014 Five Star award winner
Certi ed Financial Planner Board of Standards Inc owns the certi cation marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP
(with ame design) in the US copy2014 Morgan Stanley Smith Barney LLC Member SIPC
Senior Vice President CFPreg
7979 E Tufts Ave Ste 715Denver CO 80237Direct 303-689-7480nicolemayampfcomameripriseadvisorscomnicolemay
Nicole May
What are your dreams and goals for retirement I am passionate about working with my clients and want them to experience financial confidence now and in retirement It starts with a conversation discussing cash reserves debt management investments and taxes
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
Financial Advisor CERTIFIED FINANCIAL PLANNERtrade professional
7979 E Tufts Ave Ste 715Denver CO 80237Phone 303-689-7448raeyanexfarrellampfcomameripriseadvisorscomraeyanexfarrell
Raeyane Farrell
Whether itrsquos a long way off fast approaching or already a reality you have dreams and goals for your retirement I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs
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
MBA Financial Advisor
Wells Fargo Advisors LLC3200 Cherry Creek S Dr Ste 100Denver CO 80209Phone 303-248-0842Toll-free 800-777-1401DonnaBoenderWFAdvisorscom
Donna M Boender
Donna Boender CERTIFIED FINANCIAL PLANNERtrade 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 Visit wwwWFAdvisorscomdonnaboender
Wells Fargo Advisors LLC Member SIPC [CAR 0914-02380 91514]
Senior Vice President ndash Investment Officer
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
ww
wfivestarprofessionalcom
FSbull21
Award winners listed by primary services and listed alphabetically by last name
Business PlanningMark Goodside Retirement
Solutions of Colorado
William E Roberts AUCTORIS
Bernard Taillon Triad Financial Group
Kerry Linn Walker Business Owner Solutions
Estate PlanningRichard H Hartmann AUCTORIS
Reid M Johnson MBA Wealth Management
Financial PlanningChad Aaberg Thrivent Financial
Thomas Abboud Veritas Financial Planning Page 16
Chad Michael Alevras Gregory amp Associates
Vasil W Allabashi Wealth Strategies Group Page 4
Gregory Robert Anderson GRAnderson Wealth Management Group
Valerie Antonioli Cherry Hills Investment Advisors Page 13
Nathan M Archuleta Summit Wealth Group
Craig Arfsten Prosperion Financial Advisors
Terri Ashton Townsend Retirement Specialists
Colleen Askew Knopinski amp Fauver Financial Advisors
Mark Autterson Win Advisor
Stephen Baker Ameriprise Financial Services Inc
Ali Barghelame Barghelame Wealth Advisors
Linda R Barker Ethos Financial PartnersAmeriprise Financial Services Inc
John T Barry Barry Financial Services
Jeffrey Bartleson Ameriprise Financial Services Inc
Bob Bastiaans Ameriprise Financial Services Inc Page 15
Dana Bath Aveo Capital
Tom Baumler Asset One
Richard Bellmar Bellmar Family Financial
Benjamin Wills Bender Raymond James
John R Bennett First Command Financial Planning
A Raymond Benton Benton amp Company
Amy Berk Ameriprise Financial Services Inc
David Billingslea Ameriprise Financial Services Inc
Matthew R Blake My Portfolio Guide
Mitchell Lewis Bloom Bloom Financial
Thomas Boh Robert W Baird amp Company
Steve Booren Prosperion Financial Advisors
Kean Boucher Boucher Wealth Management Group Page 5
Paula Boyka Raymond James
Carol Rogers Breglio Ameriprise Financial Services Inc
Michael J Broker Trilogy Financial Services
Mark R Brown Brown amp Tedstrom
Michael V Brown Morgan Stanley
JA Tyler Browning II The Browning Group II
James Roland Brubaker Exit amp Retirement Strategies
Stephen Brubaker Exit amp Retirement Strategies
Christopher P Bruhl LPL Financial Page 11
Stephanie Bruno SBWA
Matthew Carpinelli AFC Wealth Management Group
Madison Anne Carter Morgan Stanley
Karlton D Childress Sharkey Howes amp Javer
Loretta Chiofolo Ameriprise Financial Services Inc
Michael Cohen Lincoln Financial Advisors
Michael Anthony Coleman Ameriprise Financial Services Inc
Richard P Costner G5 Financial Group
Seth Davis RMB Capital
LeeAnn Day LPL Financial
Jordan Dechtman Jordan Dechtman Wealth Management
Louis M DeNiro Ameriprise Financial Services Inc
John Diak Oatley amp Diak
Christopher James Dietz Morgan Stanley
Jeffrey Donahue Donaco Financial Services
Kathleen Drake Ameriprise Financial Services Inc
Pamela Dumonceau Asset One
Robert Eberhardt AampI Financial Services
Mike Edwards Morgan Stanley
Deborah Eggleston The Partners Group
Derek Nathan Eichenwald Triumph Capital Management Page 19
Bret A Elliott Elliott Financial
Daniel D Ellis US Bancorp
Chad Ernzen The Mutual Fund Store
Jason Evans New England Securities
John Wayne Farlow Financial Abundance
Raeyane Farrell Ameriprise Financial Services Inc Page 19
Alexander N Feick Paragon Capital Management
Lawrence Finch G5 Financial Group Page 3
David Findlow Charles Schwab amp Company
Nelisha Firestone Firestone Financial Group
Keith Ryan Fisher Financial Designs
Andrew Flanscha Thrivent Financial
Tamara Fontenot Ameriprise Financial Services Inc
Scott Forsyth G5 Financial Group Page 3
Elyse D Foster Harbor Financial Group
Karl Frank AampI Financial Services
Kimberly Gieseler LPL Financial
James Graham IV Lincoln Financial Advisors
Gerald A Graham Sr The Timberline Group
Kathryn Greene UMB Private Wealth Management
Janet Greiner American Zang Investment Council
Aaron Grey Denver Money Manager
Robert Edmund Grey Denver Money Manager
Whitney Winslow Grimm Summit Wealth ManagementAmeriprise Financial Services Inc
Jerry L Gruber Greenbook Wealth Management Page 10
Stephanie Gudka CUSO Page 11
Eustis Habighorst Public Service Credit Union
Mimi N Hackley Sharkey Howes amp Javer
Adam Watson Hall LPL Financial Page 11
Lowell Hansen Schaefer Financial Management
Chad Michael Harmon AampI Financial Services
Michael J Harrington Morgan Stanley
Roger Harris R Kent Harris amp Associates
Jimmy Hasson Hasson Financial Page 19
Scott M Hauser Ameriprise Financial Services Inc
Ross Haycock Summit Wealth Group
G Bruce Hemmings Morgan Stanley Page 6
Stephanie Herdahl Lincoln Financial Advisors
Debra K Herrington Vision Financial Services
Jennifer Hilts First Command Financial Planning
Jody Hinsey Greenbook Wealth Management Page 10
Robert Hochstadt GHP Investment Advisors
Robert L Holland Jr Life Transition Planners
Kevin D Hollis First Command Financial Planning
Guy Wesley Holman TCI Wealth Advisors
Gregory Horstman Prosperion Financial Advisors
Brett Howard Cherry Street Partners
Lawrence E Howes Sharkey Howes amp Javer
Andrew C Inman Peoples Investment Professionals
Phil Jacobson Synergy Financial Partners
Joseph Janiczek Janiczek amp Company
Patrick Janssen Ameriprise Financial Services Inc
Joel B Javer Sharkey Howes amp Javer
Karen Jessey Wealth Strategies Group Page 4
Debra Marie Johnson Life Transition Planners
Susan Elizabeth Johnston Cherry Hills Investment Advisors Page 13
Marvin Kark MZ Kark and Associates
David Keller Wealth Strategies Group Page 4
Shawn Kelly Townsend Retirement Specialists
Gary Wayne Keyfauver Raymond James
Zachary Kibby Thrivent Financial
Harold W Kirschner Sharkey Howes amp Javer
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
FSbull21
Award winners listed by primary services and listed alphabetically by last name
Cain Kobert Rocky Mountain Wealth Management
Larry N Koenigsberg Raymond James
Patricia Kummer Kummer Financial Strategies Page 15
Paul Lambert Cherry Street Partners
Bruce Larsen Presidential Brokerage
David Lawyer First Command Financial Planning
Chad Leigh Exit amp Retirement Strategies
Dennis A Leonida Raymond James Page 17
Mark Levine US Bancorp Investments
Richard Jason Levine Synergy Financial Partners
Michael Lincoln Lincoln Financial Services
David Loos Charles Schwab amp Company
Ronald C Lottridge Catalyst Financial Strategies
Josh David Lozow Transitions Wealth Management
Tad Michael Lyle Planning Resources
Kimberly Kaye Maez Ameriprise Financial Services Inc
Adam Makkai Makkai Capital Management
Joel Thomas Martin Denver Money Manager
Quinn A Martinez Clear Creek Investment Services
Marla Mason Presidential Brokerage
Nicole May Ameriprise Financial Services Inc Page 19
Cris Robert McBride NFP Securities
Jason Scott McBride Presidential Brokerage
Angel B McCall Lifetime Financial Strategies
Chad McDonnell Denver Investments
Dennis Means LPL Financial
Dot Mechtenberg Dot Mechtenberg
Terry Melonakis Melonakis Financial
Dita Merritt Ameriprise Financial Services Inc
Harve P Meslin Safe Harbor Financial Group
Ann Marie Milinazzo Hadad-Milinazzo Financial Group
Matthew Stephen Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Shawn Moore Morgan Stanley
J Cameron Morgan AampI Financial Services
David Moritz Ameriprise Financial Services Inc Page 18
C Randal Morris Summit Wealth Group
Jesse Morris Summit Wealth Group
David Morrison Prosperion Financial Advisors
Angela Mueting Thrivent Financial
Ryan S Murphy Ameriprise Financial Services Inc Page 7
Jay A Murray RM Infinity Advisors and Solutions for Tuition
Steve R Musick Destiny Capital
Leslie Myers LPL Financial Page 18
Thomas Nazzaro American Portfolios
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Josh Nelson Keystone Financial Services
Neil Norman Nichols Intentional Wealth
Amy Noel LPL Financial
Brad Noland Wagner Wealth Management
Patrick Nolen Nolen Western
William Norris Robert W Baird amp Company
Daniel Noven Noven Financial Group
Elizabeth OrsquoDonnell OrsquoDonnell Wealth Management Page 16
Daniel OrsquoLeary Quintus Financial Services
Sean OrsquoNeill Raymond James
Karen Ogard Robert W Baird amp Company
Dominick Paoloni SMG Partners
Charles Gregory Parr Ameriprise Financial Services Inc
Jeffrey Payne Aspen Wealth Management
Russell Petrin Morgan Stanley
Mary Lee Pierce Ameriprise Financial Services Inc Page 18
Sybil Praski Prosperion Financial Advisors
Christine Raines Azimuth Wealth Management
Jerry R Reiff Morgan Stanley
James A Reinig Reinig amp Associates
David Repka Creative Financial Solutions
Keith Robinson Morgan Stanley
Heather Kristin Roentz Merrill Lynch
Carole L Rominger Full Circle Wealth Management
Eric Rosel Morgan Stanley
Kevin W Ruebesam Thrivent Financial
Karen K Salvatore Shine Investment Advisory Services
Greg Schowe LotusGroup Advisors
Daniel B Schultz Ameriprise Financial Services Inc
Gregory Phillip Seal Seal Financial Services Page 2
Kara Sekavec LPL Financial
Eileen M Sharkey Sharkey Howes amp Javer
Michael Sherman Crestone Capital Advisors
Judith Shine Shine Investment Advisory Services
Andrea Shortino Ameriprise Financial Services Inc
Gary Brian Sidder Life Transition Planners
R Brady Siegrist Janiczek amp Company
Michael G Simmons Transitions Wealth Management
Mark Sindrich Sindrich amp Associates Page 17
Mark Smith MJ Smith and Associates
Mark Andrew Solinski First Allied Securities
Paul Staib Staib Financial Planning
Keith Stechmesser Thrivent Financial
Kelly Stecklein Capital Evolution Group
Stephen L Stribling Morgan Stanley
Kevin Patrick Sullivan Sullivan amp Associates
Marilynne Tarrall NewWest Advisors
Matthew H Tepoorten Charles Schwab amp Company
Mark E Thomas Townsend Retirement Specialists
Kris Tower American Portfolios
Deborah A Towers Towers Wealth Management
Jeff Townsend Townsend Retirement Specialists
Jennifer Trembley Ethos Financial PartnersAmeriprise Financial Services Inc
Scott Tremlett Charles Schwab amp Company
Laura Uchida Invest Financial
James Urbonas Ascent Financial Advisors
Maria Dolores Vargas LPL Financial
Jack Venable Ethos Financial PartnersAmeriprise Financial Services Inc
Gary Wagner Wagner Wealth Management
Rhonda Wagner Ameriprise Financial Services Inc
Carole Wagner-Grauer MetLife
Cortney Walker GW Wealth Management
Damian Walsh Ameriprise Financial Services Inc
Nathan Wangerin Thrivent Financial
Sterling Warburton Raymond James Page 15
Kenneth P Warner Ameriprise Financial Services Inc
Timothy Waters Triumph Capital Management
Rick Watson The Milestone Group
Marilyn S Weaver Presidential Brokerage
Charles Matthew Wernig The Browning Group II
Janet White Shine Investment Advisory Services
Zoe Whitmore Ameriprise Financial Services Inc
Brenda E Wille-Cope First Financial Strategies
Brian Williams GampW Wealth Management
Craig E Williams Williams Investment Network Page 18
Bart Writer Wealth Concepts
Charlene Zahn-Busch Zahn Financial Services
Ron Zimmermann Morgan Stanley Page 12
Diane Zing Trilogy Financial Services
InsuranceMark D Arlen Lincoln Financial
Advisors
Henry Geyelin Carpenter Ameriprise Financial Services Inc
Michael Edwards COPIC Financial Services
Matthew Grant Gehring Summit Wealth ManagementAmeriprise Financial Services Inc
InvestmentsKenneth Acampora Durable Wealth
Management
Patrick Adams PVG Asset Management
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
ww
wfivestarprofessionalcom
FSbull22
Award winners listed by primary services and listed alphabetically by last name
Bruce G Allen Bruce G Allen Investments Page 9
Candace Lee Allen Wells Fargo Advisors LLC
Philip Sheridan Almon Wells Fargo Advisors LLC
David Anderson Triad Financial Group
Douglas Maurice Applegate Edward Jones
John Arnold Wells Fargo Advisors LLC
Willis Ashby Integra Financial
Daniel L Austin Thrivent Financial
Stephen Avis Wells Fargo Advisors LLC
Hugh C Bandy Edward Jones
Gordon Bauer LPL Financial
Andy Beasley The Milestone Group
Brad Bickham Sargent Bickham Lagudis
Donald Billings Charles Schwab amp Company
Kenneth Blair Edward Jones
Patrick A Bloomfield Wells Fargo Advisors Financial Network LLC
Donna M Boender Wells Fargo Advisors LLC Page 19
Brian Boudreau Edward Jones
Sara D Boyd CoBiz Wealth
Jeffery Wayne Bruce Edward Jones
Barry C Bruner Wedbush Securities
Keith Bryant RBC Wealth Management
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
James Callahan Janiczek amp Company
William I Callender Lincoln Financial Advisors
Robert M Campbell Wells Fargo Advisors LLC
John Carnes Edward Jones
Mark William Christofferson Wells Fargo Advisors LLC
John Claxton Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 18
William H Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
Travis Cook Travis CookAvant Garde Advisors
David Arthur Cooper Edward Jones
Tony Coppola The Milestone Group
John R Cormey CoBiz Wealth
James Bryan Cornehlsen Capstone Investment Financial Group
Jonathan D Cox Morgan Stanley
Jordan Curry Morgan Stanley
Patty Delucas Wells Fargo Advisors LLC
Warren Greg Denewiler Denewiler Capital Management
Neil P Dermody Wells Fargo Advisors LLC
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Edward Dickey INS Capital Management
Angus Elder Dillon Wells Fargo Advisors LLC
Robin A Dillon Wells Fargo Advisors LLC
Phil Dispense Morgan Stanley Page 12
Matthew Dolan Edward Jones
Neil Draxler Edward Jones
Greyson Drexel Wells Fargo Advisors LLC
Stephen Drexler Wells Fargo Advisors LLC Page 14
Steve Durman Wells Fargo Advisors LLC
Todd A Dussex LPL Financial
Melissa Dyer Raymond James Page 17
David Huber Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC
Steven Ehrman LPL Financial
Geoff Eliason Peak Capital Management
Steve Ellis Colorado Capital Management
Trevor J Emery ACM Wealth Solutions
Galina Y Esterby Morgan Stanley
Nanette Fahrenbruch Edward Jones
Robert Farris Wells Fargo Advisors LLC
Richard Fishel The Fishel Group
Gustin D Fox-Smith Fox-Smith Wealth Management
Kirk Aaron Freedle Innovative Financial Partners
Brian Friedman GHP Investment Advisors
Mark Frohlich Wells Fargo Advisors LLC
Marc Gaudreault Western Wealth Advisors
Geoffrey Todd Gervasini Wakefield Asset Management
Bob Gibson Edward Jones
David Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Jason Kessler Gocke Edward Jones
Kevin James Goldin Morgan Stanley
Stephen Gordon Cornerstone Asset Management
Mark Griffin Wells Fargo Advisors LLC
Elbert Clark Griggs Griggs Wealth Management
Randy R Grose Cherry Creek Retirement Advisors
Edgar George Aaron Gumbiner Marathon Investment Management
Robert Guthrie Merrill Lynch
Melanie Hanby Asset One
Beth Haney Edward Jones
David Hansen Meridian Wealth Management
Guy Harris Edward Jones
Theodore Harris The Milestone Group
Robert L Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley
Tara Hefty-Hume Peak Asset Management
Katherine Heidtbrink Wells Fargo Advisors LLC
Lynn Zickefoose Hendricks Hendricks Financial Services
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Philip Holbert Robert W Baird amp Company
Michael J Hood Morgan Stanley Page 19
Jeffrey Huff Redpoint Capital Management Page 17
Kyle Hurt Lifetime Capital Management
Jeffrey Hutcheson Edward Jones
Eric Jasper Edward Jones
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 7
Nicholas Ryan Jones Morgan Stanley
Steven T Jones Tenacity Investment Group
Robert Hunter Junge Hunter Retirement amp Wealth Management
Linda S Kalat Morgan Stanley
Laurence J Kandel Obermeyer Asset Management Company Page 18
Brandon Kane Wells Fargo Advisors LLC
Craig Lee Kinnunen Janiczek amp Company
Eric Koeplin The Milestone Group
Leon Koob Wells Fargo Advisors LLC
H Scott Koplar Ameriprise Financial Services Inc
Joseph Kozmata Raymond James Page 16
David Kraatz Morgan Stanley
Bradley Kreidle Mainline West
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Porter Landreth Asset One
Leasha K Larsen Edward Jones
Brian C Larson Edward Jones
Daniel Kit Lassen Ameriprise Financial Services Inc
Lori Taylor Lawrence Western Equity Group
Timothy Lawrence Millennium Portfolio Advisors
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
Mark Liley Wells Fargo Advisors LLC
Christopher Long Ameriprise Financial Services Inc
Brad A Lundberg Edward Jones
Bruce Lutz MetLife
Andy Lyford Charlton Investment Services
Christopher Ryan Lynett Wells Fargo Advisors LLC
Tupper MacDowell Robert W Baird amp Company
Leslie A MacGuire LPL Financial
Peter Noel MacMillan Edward Jones
Gary Mangelsdorf LPL Financial
Ted J Manzanares MetLife
Keith O Marks Openheimer amp Company
Raphael Andre Martorello LotusGroup Advisors
copy Five
Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
FSbull23
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
Award winners listed by primary services and listed alphabetically by last name
Tanya Rebekah Mathews Meridian Wealth Management
Roger D Maurer Maurer amp Associates Page 10
John McCorvie Peak Asset Management
Colin Michael McCoy CGC Financial
Janet L McCoy Seal Financial Services Page 2
Michael McDonald LPL Financial
Richard C McDowell LPL Financial
Brent McGibbon McGibbon Asset Management Page 12
David W Mckinlay David W Mckinlay ChFC
Patricia Anne McNamara Cherry Creek Investment Advisors
Brandy Shera Merriam Ameriprise Financial Services Inc
Craig Louis Miller Morgan Stanley
Lauretta C Moell Wells Fargo Advisors LLC
Rebecca Moreland Robert W Baird amp Company
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management
John P Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Jesse Brooks Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Thomas V OrsquoDonnell Ameriprise Financial Services Inc
Adam OrsquoHair Edward Jones
Mike Oakes Wells Fargo Advisors LLC Page 19
James M Olson Morgan Stanley
David L Overton Halbert Hargrove Global Advisors
Jay Oyer Merrill Lynch
Mark Paller Paller Financial Services Page 15
Daniel Palm Robert W Baird amp Company
Michael Arris Pappas LPL Financial
Christopher Parsons Wells Fargo Advisors LLC
David C Partheymuller The Normandy Group
Edward William Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Craig Perkins CDP Financial
Roy Persky LPL Financial
Kirk R Peterson Peterson Financial Services
Bryan Pieper Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Victoria Lynne Pinder VP Financial Options
Patrick Eugene Pogue Edward Jones
Gary Poling Raymond James
Brent Powell GWN Securities
Mitchell Powers Investment Security Group
Julie F Pribble CoBiz Wealth
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 16
Walter John Rasmussen Morgan Stanley
Natalie Robbins Edward Jones
Bret Allen Roberts Morgan Stanley
Richard Rust Investment Security Group
Richard Sage LPL Financial
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Catherine Stahl Scheuber LPL Financial
Shelley Schlossberg CastleMountain Financial Page 18
Stacia Schmalzer MetLife
Max Scholfield Scholfield Wealth Management
David Schreiber Edward Jones
Kathleen Scott Cherry Hills Investment Advisors Page 13
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones
Steven Setchfield Setchfield Associates
Andleib Seth LotusGroup Advisors
Lesley Shiffrin NTB Advisors
David Burns Siebert First Financial Equity Corporation
Scott W Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Timothy Soderquist Morgan Stanley
Ann Foster Sparks Wells Fargo Advisors LLC
Eric J Srodulski Edward Jones
Richard Alan Stonger Merrill Lynch
William Stordahl Stordahl Capital ManagementWells Fargo Financial Network LLC
Jeffrey R Stotler Edward Jones
Paul Stratton Edward Jones
Adam Jason Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Greg Stringari Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Lee Strongwater Colorado Capital Management Page 19
Peter Lee Swanson Edward Jones
Theodore Swenson LPL Financial Page 19
Jeffrey Swingle Edward Jones
Eric Swope Ameriprise Financial Services Inc
Hony Mahone Tarrall NewWest Advisors
Scott Taylor Value Financial Advisers
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Betsy Thorpe Wells Fargo Advisors LLC
Dustin Tidwell Latitude Financial Group
Herman Tiemens II Wells Fargo Advisors LLC
Kristy Tochihara Morgan Stanley Page 13
Richard Todd Innovest Portfolio Solutions
Vernon Lee Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
Charles Turner The Mutual Fund Store
Martha Turner Edward Jones
David Twibell Custom Portfolio Group
Vincent William Valentine First Financial Strategies
Carin Wagner GHP Investment Advisors
Victor M Walker Wells Fargo Advisors LLC
Chester Wallace Quintus Financial Services
Greg Wambolt Wambolt amp Associates Page 18
Jeff J Warren Wells Fargo Advisors LLC
Robert Webster Webster Investment Advisors
Richard E Weintraub Meridian Wealth Management
Ward Welles Wells Fargo Advisors LLC
Noel Todd Wickwar Morgan Stanley
Chad A Williams Aveo Capital
Don K Williams WMS Financial Group
TH Williams Wells Fargo Advisors LLC
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Matthew Edward Winter Wells Fargo Advisors LLC
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Todd Warren Young Edward Jones
Michael G Zahler Wells Fargo Advisors LLC
Steven Zahorik Wells Fargo Advisors LLC
Curtis A Zeigler Capital Management Group
Jonathan Zeschin Essential Investment Partners
Matthew Ziereis Wells Fargo Advisors LLC
TaxationBruce Bendell Transitions Wealth
Management
Alan Piehl Alan R Piehl CPA
Trust ServicesRichard W Phillips Wells Fargo
Advisors LLC
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Star
Professional
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Star
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SPECIAL ADVERTISING SECTION
2014 Fiv
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Five Star Accounting and Estate Planning ProfessionalsHow do you find an accounting or estate planning professional with experience who has a good base of cl ients 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
accounting and estate planning professionals who satisfy 10 objective eligibility and e v a l u a t i o n c r i t e r i a A m o n g m a n y distinguishing attributes the average one-year client retention rate for this yearrsquos award-winning certified public accountants is more than 96 percent Meanwhile our winning estate planning attorneys clock an average of 78 percent of their hours as billable
The 2014 Five Star Certified Public Accountants and Estate Planning Attorneys are a select group representing less than 1 percent of the certified public accountants and 3 percent of the estate planning attorneys in the Denver area
Although this list is a useful tool for anyone looking for help with accounting or managing their estate it should not be considered exhaustive Undoubtedly there are many excellent accounting and estate planning professionals who for one reason or another are not on this yearrsquos list Self-nominations for this award are not accepted Denver award candidates were identified using internal and external research data
AWARDA Select
Award candidates who satisfied the following objective eligibility and evaluation criteria were named 2014 Five Star Certified Public Accountants or Estate Planning AttorneysOF AWARD WINNERS
Determination
Regulatory ReviewAs defined by Five Star Professional the accounting or estate planning professional 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 candidate Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists
bull Each candidate who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed abovebull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a potential winnerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use taxation or estate planning services in order to provide consumers the
opportunity to submit complaints regarding a potential winner
Eligibility Criteria ndash Required1 Credentialed licensed attorney 2 Actively employed as a credentialed professional in
the estate planning services industry for a minimum of five years
3 Favorable regulatory and complaint history review 4 A minimum of 50 percent of practice focus on estate
planning services 5 Accepting new clients
Evaluation Criteria ndash Considered 6 Number of transactions in last 12 months 7 Number of client households served 8 Industry and board certifications 9 Education and professional designations 10 Pro bono activities
Estate Planning AttorneysEligibility Criteria ndash Required 1 Credentialed Certified Public Accountant (CPA)2 Actively employed as a credentialed professional in
the accounting services industry for a minimum of five years
3 Favorable regulatory and complaint history review4 Accepting new clients5 Spend more than 50 percent of their time on taxation
or other accounting services
Evaluation Criteria ndash Considered6 One-year client retention rate7 Five-year client retention rate8 Number of clients served9 One-year billing realization rate10 Educat ion and profess ional des ignat ions
certifications
Certified Public Accountants
2014 Denver
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Star
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Star
Professional
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Star
Professional
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Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
FSbull25
2014 Fiv
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Daniel C Doherty
357 Main StLongmont CO 80501
Phone 303-532-2880Fax 303-532-2990dandanieldohertylawcomwwwdanieldohertylawcom
bull Estate planning taxation wills and trusts bull Estate probate and trust administration bull Business formation and succession planning
How Might We Be of Service to You
Never has a client asked that their estate or business planning be complicated diffi cult to understand or costly Everyone wants to keep it simple Unfortunately onersquos circumstances may require us to shift further up the continuum of complexity to resolve the challenge I strive to communicate with my clients in plain English to enable them to fully understand the pros and cons of the options available and the planning I propose
Juris DoctorateMaster of Laws of Taxation
Mira Fineacute
1999 Broadway Ste 4000Denver CO 80202
Offi ce 303-298-9600mfi neheincpacomwwwheincpacom
bull Service rooted in integrity listening and respectbull Technical knowledge to achieve identifi ed goals bull Independent thinking to provide objective advice
Connecting With Clients to Reach Their Goal
Mira has the ability to connect with clients and maintain open and constant communication to help drive decisions Using a solutions-based approach ideas and thoughts are shared in a collaborative environment with the focus on what is best for the client Mira believes various perspectives and points of view are important in achieving the best outcome which ultimately leads to prosperous and satisfi ed clients
Partner National Director of Tax Services
Ryan Senger
6000 Greenwood Plz Blvd Ste 125Greenwood Village CO 80111
Direct 303-488-7575Offi ce 303-488-7570RyanBorchardtSengercomwwwBorchardtSengercom
bull Comprehensive tax compliance servicesbull Intelligent tax planning strategiesbull Expert support for high-net-worth clients
Level of Service You Deserve
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 15 years of public accounting experience He has extensive experience working with partnerships S corporations and individuals Our fi rmrsquos focus is to provide accurate and timely advice to assist our clients in making informed business and personal tax decisions
Partner CPA MT
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Star
Professional
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Star
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Professional
SPECIAL ADVERTISING SECTION
FSbull26
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
2014 Fiv
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Success requires
patience discipline
and diligence
mdash Five Star award winner
Award winners listed by primary services and listed alphabetically by last name
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
AccountingMarilyn Burnside Marilyn R
Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey and Company Professional Corporation
Mona Feeley WhippleWood CPAs
Mira Fineacute Hein amp Associates Page 25
Brenda A French Brenda A French CPA
Lenae Jackson May Jackson Hendrick
Gary Jacobs Gary A Jacobs and Associates
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Eric Lake Holben Hay Lake Balzer CPAs
Daniel Noven Noven amp Associates
Alan Piehl Alan R Piehl CPA
William Rooney Crowe Horwath
Ken Saliman Smith Brook Bolshoun amp Company
Mark L Sanders Mark L Sanders CPA
Michael V Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates Page 25
Joey Simon Smith Brook Bolshoun amp Company
Ernest Villany Boulder Valley CPAs
Donna J Ward Ward amp Associates CPAs
Richard Whipple WhippleWood CPAs
Gregory Zick Zick Business Advisors
Estate PlanningMichael Bland Bryan Cave
James W Buchanan III Buchanan amp Stouffer
Nancy R Crow Pendleton Wilson Hennessey amp Crow
Frank J Danzo III Chayet amp Danzo Page 26
Daniel Doherty Doherty Law Office Page 25
John Eckstein Fairfield and Woods
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
William Krems Davis Graham amp Stubbs
James Littlepage James Littlepage Law Offices
Nathan Merrill Goodspeed amp Merrill
David Osterman Osterman Law Firm
Jane Paddison Jane Caddell Paddison
Kristin Pineiro Wallace Scott
Daniel Rich Steele Street Bank amp Trust
Timothy Scott Wallace Scott
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 26
650 S Cherry St Ste 710Denver CO 80246Office 303-355-8500FrankColoradoElderLawcom
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
EstateBusiness Planning Elder Law
600 17th St Ste 2800Denver CO 80202Office 303-226-5861kzaloudekmshzlawcomwwwmszhlawcom
Kevin Zaloudek
Mills Schmitz Halstead amp Zaloudek has built a reputation of providing legal services without the customar y overhead of a typical law firm With practice areas ranging from tax and litigation to real estate and IP law Mills Schmitz Halstead amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
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Star
Professional
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Star
Professional
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Professional
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Star
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Star
Professional
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Star
Professional
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Professional
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Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
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Award winners listed by primary services and listed alphabetically by last name
Business PlanningMark Goodside Retirement
Solutions of Colorado
William E Roberts AUCTORIS
Bernard Taillon Triad Financial Group
Kerry Linn Walker Business Owner Solutions
Estate PlanningRichard H Hartmann AUCTORIS
Reid M Johnson MBA Wealth Management
Financial PlanningChad Aaberg Thrivent Financial
Thomas Abboud Veritas Financial Planning Page 16
Chad Michael Alevras Gregory amp Associates
Vasil W Allabashi Wealth Strategies Group Page 4
Gregory Robert Anderson GRAnderson Wealth Management Group
Valerie Antonioli Cherry Hills Investment Advisors Page 13
Nathan M Archuleta Summit Wealth Group
Craig Arfsten Prosperion Financial Advisors
Terri Ashton Townsend Retirement Specialists
Colleen Askew Knopinski amp Fauver Financial Advisors
Mark Autterson Win Advisor
Stephen Baker Ameriprise Financial Services Inc
Ali Barghelame Barghelame Wealth Advisors
Linda R Barker Ethos Financial PartnersAmeriprise Financial Services Inc
John T Barry Barry Financial Services
Jeffrey Bartleson Ameriprise Financial Services Inc
Bob Bastiaans Ameriprise Financial Services Inc Page 15
Dana Bath Aveo Capital
Tom Baumler Asset One
Richard Bellmar Bellmar Family Financial
Benjamin Wills Bender Raymond James
John R Bennett First Command Financial Planning
A Raymond Benton Benton amp Company
Amy Berk Ameriprise Financial Services Inc
David Billingslea Ameriprise Financial Services Inc
Matthew R Blake My Portfolio Guide
Mitchell Lewis Bloom Bloom Financial
Thomas Boh Robert W Baird amp Company
Steve Booren Prosperion Financial Advisors
Kean Boucher Boucher Wealth Management Group Page 5
Paula Boyka Raymond James
Carol Rogers Breglio Ameriprise Financial Services Inc
Michael J Broker Trilogy Financial Services
Mark R Brown Brown amp Tedstrom
Michael V Brown Morgan Stanley
JA Tyler Browning II The Browning Group II
James Roland Brubaker Exit amp Retirement Strategies
Stephen Brubaker Exit amp Retirement Strategies
Christopher P Bruhl LPL Financial Page 11
Stephanie Bruno SBWA
Matthew Carpinelli AFC Wealth Management Group
Madison Anne Carter Morgan Stanley
Karlton D Childress Sharkey Howes amp Javer
Loretta Chiofolo Ameriprise Financial Services Inc
Michael Cohen Lincoln Financial Advisors
Michael Anthony Coleman Ameriprise Financial Services Inc
Richard P Costner G5 Financial Group
Seth Davis RMB Capital
LeeAnn Day LPL Financial
Jordan Dechtman Jordan Dechtman Wealth Management
Louis M DeNiro Ameriprise Financial Services Inc
John Diak Oatley amp Diak
Christopher James Dietz Morgan Stanley
Jeffrey Donahue Donaco Financial Services
Kathleen Drake Ameriprise Financial Services Inc
Pamela Dumonceau Asset One
Robert Eberhardt AampI Financial Services
Mike Edwards Morgan Stanley
Deborah Eggleston The Partners Group
Derek Nathan Eichenwald Triumph Capital Management Page 19
Bret A Elliott Elliott Financial
Daniel D Ellis US Bancorp
Chad Ernzen The Mutual Fund Store
Jason Evans New England Securities
John Wayne Farlow Financial Abundance
Raeyane Farrell Ameriprise Financial Services Inc Page 19
Alexander N Feick Paragon Capital Management
Lawrence Finch G5 Financial Group Page 3
David Findlow Charles Schwab amp Company
Nelisha Firestone Firestone Financial Group
Keith Ryan Fisher Financial Designs
Andrew Flanscha Thrivent Financial
Tamara Fontenot Ameriprise Financial Services Inc
Scott Forsyth G5 Financial Group Page 3
Elyse D Foster Harbor Financial Group
Karl Frank AampI Financial Services
Kimberly Gieseler LPL Financial
James Graham IV Lincoln Financial Advisors
Gerald A Graham Sr The Timberline Group
Kathryn Greene UMB Private Wealth Management
Janet Greiner American Zang Investment Council
Aaron Grey Denver Money Manager
Robert Edmund Grey Denver Money Manager
Whitney Winslow Grimm Summit Wealth ManagementAmeriprise Financial Services Inc
Jerry L Gruber Greenbook Wealth Management Page 10
Stephanie Gudka CUSO Page 11
Eustis Habighorst Public Service Credit Union
Mimi N Hackley Sharkey Howes amp Javer
Adam Watson Hall LPL Financial Page 11
Lowell Hansen Schaefer Financial Management
Chad Michael Harmon AampI Financial Services
Michael J Harrington Morgan Stanley
Roger Harris R Kent Harris amp Associates
Jimmy Hasson Hasson Financial Page 19
Scott M Hauser Ameriprise Financial Services Inc
Ross Haycock Summit Wealth Group
G Bruce Hemmings Morgan Stanley Page 6
Stephanie Herdahl Lincoln Financial Advisors
Debra K Herrington Vision Financial Services
Jennifer Hilts First Command Financial Planning
Jody Hinsey Greenbook Wealth Management Page 10
Robert Hochstadt GHP Investment Advisors
Robert L Holland Jr Life Transition Planners
Kevin D Hollis First Command Financial Planning
Guy Wesley Holman TCI Wealth Advisors
Gregory Horstman Prosperion Financial Advisors
Brett Howard Cherry Street Partners
Lawrence E Howes Sharkey Howes amp Javer
Andrew C Inman Peoples Investment Professionals
Phil Jacobson Synergy Financial Partners
Joseph Janiczek Janiczek amp Company
Patrick Janssen Ameriprise Financial Services Inc
Joel B Javer Sharkey Howes amp Javer
Karen Jessey Wealth Strategies Group Page 4
Debra Marie Johnson Life Transition Planners
Susan Elizabeth Johnston Cherry Hills Investment Advisors Page 13
Marvin Kark MZ Kark and Associates
David Keller Wealth Strategies Group Page 4
Shawn Kelly Townsend Retirement Specialists
Gary Wayne Keyfauver Raymond James
Zachary Kibby Thrivent Financial
Harold W Kirschner Sharkey Howes amp Javer
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Star
Professional
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SPECIAL ADVERTISING SECTION 2014 F
ive S
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Man
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Award winners listed by primary services and listed alphabetically by last name
Cain Kobert Rocky Mountain Wealth Management
Larry N Koenigsberg Raymond James
Patricia Kummer Kummer Financial Strategies Page 15
Paul Lambert Cherry Street Partners
Bruce Larsen Presidential Brokerage
David Lawyer First Command Financial Planning
Chad Leigh Exit amp Retirement Strategies
Dennis A Leonida Raymond James Page 17
Mark Levine US Bancorp Investments
Richard Jason Levine Synergy Financial Partners
Michael Lincoln Lincoln Financial Services
David Loos Charles Schwab amp Company
Ronald C Lottridge Catalyst Financial Strategies
Josh David Lozow Transitions Wealth Management
Tad Michael Lyle Planning Resources
Kimberly Kaye Maez Ameriprise Financial Services Inc
Adam Makkai Makkai Capital Management
Joel Thomas Martin Denver Money Manager
Quinn A Martinez Clear Creek Investment Services
Marla Mason Presidential Brokerage
Nicole May Ameriprise Financial Services Inc Page 19
Cris Robert McBride NFP Securities
Jason Scott McBride Presidential Brokerage
Angel B McCall Lifetime Financial Strategies
Chad McDonnell Denver Investments
Dennis Means LPL Financial
Dot Mechtenberg Dot Mechtenberg
Terry Melonakis Melonakis Financial
Dita Merritt Ameriprise Financial Services Inc
Harve P Meslin Safe Harbor Financial Group
Ann Marie Milinazzo Hadad-Milinazzo Financial Group
Matthew Stephen Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Shawn Moore Morgan Stanley
J Cameron Morgan AampI Financial Services
David Moritz Ameriprise Financial Services Inc Page 18
C Randal Morris Summit Wealth Group
Jesse Morris Summit Wealth Group
David Morrison Prosperion Financial Advisors
Angela Mueting Thrivent Financial
Ryan S Murphy Ameriprise Financial Services Inc Page 7
Jay A Murray RM Infinity Advisors and Solutions for Tuition
Steve R Musick Destiny Capital
Leslie Myers LPL Financial Page 18
Thomas Nazzaro American Portfolios
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Josh Nelson Keystone Financial Services
Neil Norman Nichols Intentional Wealth
Amy Noel LPL Financial
Brad Noland Wagner Wealth Management
Patrick Nolen Nolen Western
William Norris Robert W Baird amp Company
Daniel Noven Noven Financial Group
Elizabeth OrsquoDonnell OrsquoDonnell Wealth Management Page 16
Daniel OrsquoLeary Quintus Financial Services
Sean OrsquoNeill Raymond James
Karen Ogard Robert W Baird amp Company
Dominick Paoloni SMG Partners
Charles Gregory Parr Ameriprise Financial Services Inc
Jeffrey Payne Aspen Wealth Management
Russell Petrin Morgan Stanley
Mary Lee Pierce Ameriprise Financial Services Inc Page 18
Sybil Praski Prosperion Financial Advisors
Christine Raines Azimuth Wealth Management
Jerry R Reiff Morgan Stanley
James A Reinig Reinig amp Associates
David Repka Creative Financial Solutions
Keith Robinson Morgan Stanley
Heather Kristin Roentz Merrill Lynch
Carole L Rominger Full Circle Wealth Management
Eric Rosel Morgan Stanley
Kevin W Ruebesam Thrivent Financial
Karen K Salvatore Shine Investment Advisory Services
Greg Schowe LotusGroup Advisors
Daniel B Schultz Ameriprise Financial Services Inc
Gregory Phillip Seal Seal Financial Services Page 2
Kara Sekavec LPL Financial
Eileen M Sharkey Sharkey Howes amp Javer
Michael Sherman Crestone Capital Advisors
Judith Shine Shine Investment Advisory Services
Andrea Shortino Ameriprise Financial Services Inc
Gary Brian Sidder Life Transition Planners
R Brady Siegrist Janiczek amp Company
Michael G Simmons Transitions Wealth Management
Mark Sindrich Sindrich amp Associates Page 17
Mark Smith MJ Smith and Associates
Mark Andrew Solinski First Allied Securities
Paul Staib Staib Financial Planning
Keith Stechmesser Thrivent Financial
Kelly Stecklein Capital Evolution Group
Stephen L Stribling Morgan Stanley
Kevin Patrick Sullivan Sullivan amp Associates
Marilynne Tarrall NewWest Advisors
Matthew H Tepoorten Charles Schwab amp Company
Mark E Thomas Townsend Retirement Specialists
Kris Tower American Portfolios
Deborah A Towers Towers Wealth Management
Jeff Townsend Townsend Retirement Specialists
Jennifer Trembley Ethos Financial PartnersAmeriprise Financial Services Inc
Scott Tremlett Charles Schwab amp Company
Laura Uchida Invest Financial
James Urbonas Ascent Financial Advisors
Maria Dolores Vargas LPL Financial
Jack Venable Ethos Financial PartnersAmeriprise Financial Services Inc
Gary Wagner Wagner Wealth Management
Rhonda Wagner Ameriprise Financial Services Inc
Carole Wagner-Grauer MetLife
Cortney Walker GW Wealth Management
Damian Walsh Ameriprise Financial Services Inc
Nathan Wangerin Thrivent Financial
Sterling Warburton Raymond James Page 15
Kenneth P Warner Ameriprise Financial Services Inc
Timothy Waters Triumph Capital Management
Rick Watson The Milestone Group
Marilyn S Weaver Presidential Brokerage
Charles Matthew Wernig The Browning Group II
Janet White Shine Investment Advisory Services
Zoe Whitmore Ameriprise Financial Services Inc
Brenda E Wille-Cope First Financial Strategies
Brian Williams GampW Wealth Management
Craig E Williams Williams Investment Network Page 18
Bart Writer Wealth Concepts
Charlene Zahn-Busch Zahn Financial Services
Ron Zimmermann Morgan Stanley Page 12
Diane Zing Trilogy Financial Services
InsuranceMark D Arlen Lincoln Financial
Advisors
Henry Geyelin Carpenter Ameriprise Financial Services Inc
Michael Edwards COPIC Financial Services
Matthew Grant Gehring Summit Wealth ManagementAmeriprise Financial Services Inc
InvestmentsKenneth Acampora Durable Wealth
Management
Patrick Adams PVG Asset Management
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Star
Professional
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Star
Professional
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Star
Professional
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Star
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Star
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Star
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
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ealth M
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Award winners listed by primary services and listed alphabetically by last name
Bruce G Allen Bruce G Allen Investments Page 9
Candace Lee Allen Wells Fargo Advisors LLC
Philip Sheridan Almon Wells Fargo Advisors LLC
David Anderson Triad Financial Group
Douglas Maurice Applegate Edward Jones
John Arnold Wells Fargo Advisors LLC
Willis Ashby Integra Financial
Daniel L Austin Thrivent Financial
Stephen Avis Wells Fargo Advisors LLC
Hugh C Bandy Edward Jones
Gordon Bauer LPL Financial
Andy Beasley The Milestone Group
Brad Bickham Sargent Bickham Lagudis
Donald Billings Charles Schwab amp Company
Kenneth Blair Edward Jones
Patrick A Bloomfield Wells Fargo Advisors Financial Network LLC
Donna M Boender Wells Fargo Advisors LLC Page 19
Brian Boudreau Edward Jones
Sara D Boyd CoBiz Wealth
Jeffery Wayne Bruce Edward Jones
Barry C Bruner Wedbush Securities
Keith Bryant RBC Wealth Management
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
James Callahan Janiczek amp Company
William I Callender Lincoln Financial Advisors
Robert M Campbell Wells Fargo Advisors LLC
John Carnes Edward Jones
Mark William Christofferson Wells Fargo Advisors LLC
John Claxton Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 18
William H Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
Travis Cook Travis CookAvant Garde Advisors
David Arthur Cooper Edward Jones
Tony Coppola The Milestone Group
John R Cormey CoBiz Wealth
James Bryan Cornehlsen Capstone Investment Financial Group
Jonathan D Cox Morgan Stanley
Jordan Curry Morgan Stanley
Patty Delucas Wells Fargo Advisors LLC
Warren Greg Denewiler Denewiler Capital Management
Neil P Dermody Wells Fargo Advisors LLC
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Edward Dickey INS Capital Management
Angus Elder Dillon Wells Fargo Advisors LLC
Robin A Dillon Wells Fargo Advisors LLC
Phil Dispense Morgan Stanley Page 12
Matthew Dolan Edward Jones
Neil Draxler Edward Jones
Greyson Drexel Wells Fargo Advisors LLC
Stephen Drexler Wells Fargo Advisors LLC Page 14
Steve Durman Wells Fargo Advisors LLC
Todd A Dussex LPL Financial
Melissa Dyer Raymond James Page 17
David Huber Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC
Steven Ehrman LPL Financial
Geoff Eliason Peak Capital Management
Steve Ellis Colorado Capital Management
Trevor J Emery ACM Wealth Solutions
Galina Y Esterby Morgan Stanley
Nanette Fahrenbruch Edward Jones
Robert Farris Wells Fargo Advisors LLC
Richard Fishel The Fishel Group
Gustin D Fox-Smith Fox-Smith Wealth Management
Kirk Aaron Freedle Innovative Financial Partners
Brian Friedman GHP Investment Advisors
Mark Frohlich Wells Fargo Advisors LLC
Marc Gaudreault Western Wealth Advisors
Geoffrey Todd Gervasini Wakefield Asset Management
Bob Gibson Edward Jones
David Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Jason Kessler Gocke Edward Jones
Kevin James Goldin Morgan Stanley
Stephen Gordon Cornerstone Asset Management
Mark Griffin Wells Fargo Advisors LLC
Elbert Clark Griggs Griggs Wealth Management
Randy R Grose Cherry Creek Retirement Advisors
Edgar George Aaron Gumbiner Marathon Investment Management
Robert Guthrie Merrill Lynch
Melanie Hanby Asset One
Beth Haney Edward Jones
David Hansen Meridian Wealth Management
Guy Harris Edward Jones
Theodore Harris The Milestone Group
Robert L Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley
Tara Hefty-Hume Peak Asset Management
Katherine Heidtbrink Wells Fargo Advisors LLC
Lynn Zickefoose Hendricks Hendricks Financial Services
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Philip Holbert Robert W Baird amp Company
Michael J Hood Morgan Stanley Page 19
Jeffrey Huff Redpoint Capital Management Page 17
Kyle Hurt Lifetime Capital Management
Jeffrey Hutcheson Edward Jones
Eric Jasper Edward Jones
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 7
Nicholas Ryan Jones Morgan Stanley
Steven T Jones Tenacity Investment Group
Robert Hunter Junge Hunter Retirement amp Wealth Management
Linda S Kalat Morgan Stanley
Laurence J Kandel Obermeyer Asset Management Company Page 18
Brandon Kane Wells Fargo Advisors LLC
Craig Lee Kinnunen Janiczek amp Company
Eric Koeplin The Milestone Group
Leon Koob Wells Fargo Advisors LLC
H Scott Koplar Ameriprise Financial Services Inc
Joseph Kozmata Raymond James Page 16
David Kraatz Morgan Stanley
Bradley Kreidle Mainline West
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Porter Landreth Asset One
Leasha K Larsen Edward Jones
Brian C Larson Edward Jones
Daniel Kit Lassen Ameriprise Financial Services Inc
Lori Taylor Lawrence Western Equity Group
Timothy Lawrence Millennium Portfolio Advisors
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
Mark Liley Wells Fargo Advisors LLC
Christopher Long Ameriprise Financial Services Inc
Brad A Lundberg Edward Jones
Bruce Lutz MetLife
Andy Lyford Charlton Investment Services
Christopher Ryan Lynett Wells Fargo Advisors LLC
Tupper MacDowell Robert W Baird amp Company
Leslie A MacGuire LPL Financial
Peter Noel MacMillan Edward Jones
Gary Mangelsdorf LPL Financial
Ted J Manzanares MetLife
Keith O Marks Openheimer amp Company
Raphael Andre Martorello LotusGroup Advisors
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
FSbull23
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
Award winners listed by primary services and listed alphabetically by last name
Tanya Rebekah Mathews Meridian Wealth Management
Roger D Maurer Maurer amp Associates Page 10
John McCorvie Peak Asset Management
Colin Michael McCoy CGC Financial
Janet L McCoy Seal Financial Services Page 2
Michael McDonald LPL Financial
Richard C McDowell LPL Financial
Brent McGibbon McGibbon Asset Management Page 12
David W Mckinlay David W Mckinlay ChFC
Patricia Anne McNamara Cherry Creek Investment Advisors
Brandy Shera Merriam Ameriprise Financial Services Inc
Craig Louis Miller Morgan Stanley
Lauretta C Moell Wells Fargo Advisors LLC
Rebecca Moreland Robert W Baird amp Company
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management
John P Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Jesse Brooks Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Thomas V OrsquoDonnell Ameriprise Financial Services Inc
Adam OrsquoHair Edward Jones
Mike Oakes Wells Fargo Advisors LLC Page 19
James M Olson Morgan Stanley
David L Overton Halbert Hargrove Global Advisors
Jay Oyer Merrill Lynch
Mark Paller Paller Financial Services Page 15
Daniel Palm Robert W Baird amp Company
Michael Arris Pappas LPL Financial
Christopher Parsons Wells Fargo Advisors LLC
David C Partheymuller The Normandy Group
Edward William Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Craig Perkins CDP Financial
Roy Persky LPL Financial
Kirk R Peterson Peterson Financial Services
Bryan Pieper Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Victoria Lynne Pinder VP Financial Options
Patrick Eugene Pogue Edward Jones
Gary Poling Raymond James
Brent Powell GWN Securities
Mitchell Powers Investment Security Group
Julie F Pribble CoBiz Wealth
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 16
Walter John Rasmussen Morgan Stanley
Natalie Robbins Edward Jones
Bret Allen Roberts Morgan Stanley
Richard Rust Investment Security Group
Richard Sage LPL Financial
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Catherine Stahl Scheuber LPL Financial
Shelley Schlossberg CastleMountain Financial Page 18
Stacia Schmalzer MetLife
Max Scholfield Scholfield Wealth Management
David Schreiber Edward Jones
Kathleen Scott Cherry Hills Investment Advisors Page 13
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones
Steven Setchfield Setchfield Associates
Andleib Seth LotusGroup Advisors
Lesley Shiffrin NTB Advisors
David Burns Siebert First Financial Equity Corporation
Scott W Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Timothy Soderquist Morgan Stanley
Ann Foster Sparks Wells Fargo Advisors LLC
Eric J Srodulski Edward Jones
Richard Alan Stonger Merrill Lynch
William Stordahl Stordahl Capital ManagementWells Fargo Financial Network LLC
Jeffrey R Stotler Edward Jones
Paul Stratton Edward Jones
Adam Jason Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Greg Stringari Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Lee Strongwater Colorado Capital Management Page 19
Peter Lee Swanson Edward Jones
Theodore Swenson LPL Financial Page 19
Jeffrey Swingle Edward Jones
Eric Swope Ameriprise Financial Services Inc
Hony Mahone Tarrall NewWest Advisors
Scott Taylor Value Financial Advisers
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Betsy Thorpe Wells Fargo Advisors LLC
Dustin Tidwell Latitude Financial Group
Herman Tiemens II Wells Fargo Advisors LLC
Kristy Tochihara Morgan Stanley Page 13
Richard Todd Innovest Portfolio Solutions
Vernon Lee Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
Charles Turner The Mutual Fund Store
Martha Turner Edward Jones
David Twibell Custom Portfolio Group
Vincent William Valentine First Financial Strategies
Carin Wagner GHP Investment Advisors
Victor M Walker Wells Fargo Advisors LLC
Chester Wallace Quintus Financial Services
Greg Wambolt Wambolt amp Associates Page 18
Jeff J Warren Wells Fargo Advisors LLC
Robert Webster Webster Investment Advisors
Richard E Weintraub Meridian Wealth Management
Ward Welles Wells Fargo Advisors LLC
Noel Todd Wickwar Morgan Stanley
Chad A Williams Aveo Capital
Don K Williams WMS Financial Group
TH Williams Wells Fargo Advisors LLC
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Matthew Edward Winter Wells Fargo Advisors LLC
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Todd Warren Young Edward Jones
Michael G Zahler Wells Fargo Advisors LLC
Steven Zahorik Wells Fargo Advisors LLC
Curtis A Zeigler Capital Management Group
Jonathan Zeschin Essential Investment Partners
Matthew Ziereis Wells Fargo Advisors LLC
TaxationBruce Bendell Transitions Wealth
Management
Alan Piehl Alan R Piehl CPA
Trust ServicesRichard W Phillips Wells Fargo
Advisors LLC
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star A
ccou
ntin
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state Plan
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rofessio
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Five Star Accounting and Estate Planning ProfessionalsHow do you find an accounting or estate planning professional with experience who has a good base of cl ients 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
accounting and estate planning professionals who satisfy 10 objective eligibility and e v a l u a t i o n c r i t e r i a A m o n g m a n y distinguishing attributes the average one-year client retention rate for this yearrsquos award-winning certified public accountants is more than 96 percent Meanwhile our winning estate planning attorneys clock an average of 78 percent of their hours as billable
The 2014 Five Star Certified Public Accountants and Estate Planning Attorneys are a select group representing less than 1 percent of the certified public accountants and 3 percent of the estate planning attorneys in the Denver area
Although this list is a useful tool for anyone looking for help with accounting or managing their estate it should not be considered exhaustive Undoubtedly there are many excellent accounting and estate planning professionals who for one reason or another are not on this yearrsquos list Self-nominations for this award are not accepted Denver award candidates were identified using internal and external research data
AWARDA Select
Award candidates who satisfied the following objective eligibility and evaluation criteria were named 2014 Five Star Certified Public Accountants or Estate Planning AttorneysOF AWARD WINNERS
Determination
Regulatory ReviewAs defined by Five Star Professional the accounting or estate planning professional 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 candidate Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists
bull Each candidate who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed abovebull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a potential winnerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use taxation or estate planning services in order to provide consumers the
opportunity to submit complaints regarding a potential winner
Eligibility Criteria ndash Required1 Credentialed licensed attorney 2 Actively employed as a credentialed professional in
the estate planning services industry for a minimum of five years
3 Favorable regulatory and complaint history review 4 A minimum of 50 percent of practice focus on estate
planning services 5 Accepting new clients
Evaluation Criteria ndash Considered 6 Number of transactions in last 12 months 7 Number of client households served 8 Industry and board certifications 9 Education and professional designations 10 Pro bono activities
Estate Planning AttorneysEligibility Criteria ndash Required 1 Credentialed Certified Public Accountant (CPA)2 Actively employed as a credentialed professional in
the accounting services industry for a minimum of five years
3 Favorable regulatory and complaint history review4 Accepting new clients5 Spend more than 50 percent of their time on taxation
or other accounting services
Evaluation Criteria ndash Considered6 One-year client retention rate7 Five-year client retention rate8 Number of clients served9 One-year billing realization rate10 Educat ion and profess ional des ignat ions
certifications
Certified Public Accountants
2014 Denver
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Star
Professional
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Star
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Star
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Star
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Star
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Star
Professional
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Star
Professional
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Star
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
FSbull25
2014 Fiv
e Star A
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Daniel C Doherty
357 Main StLongmont CO 80501
Phone 303-532-2880Fax 303-532-2990dandanieldohertylawcomwwwdanieldohertylawcom
bull Estate planning taxation wills and trusts bull Estate probate and trust administration bull Business formation and succession planning
How Might We Be of Service to You
Never has a client asked that their estate or business planning be complicated diffi cult to understand or costly Everyone wants to keep it simple Unfortunately onersquos circumstances may require us to shift further up the continuum of complexity to resolve the challenge I strive to communicate with my clients in plain English to enable them to fully understand the pros and cons of the options available and the planning I propose
Juris DoctorateMaster of Laws of Taxation
Mira Fineacute
1999 Broadway Ste 4000Denver CO 80202
Offi ce 303-298-9600mfi neheincpacomwwwheincpacom
bull Service rooted in integrity listening and respectbull Technical knowledge to achieve identifi ed goals bull Independent thinking to provide objective advice
Connecting With Clients to Reach Their Goal
Mira has the ability to connect with clients and maintain open and constant communication to help drive decisions Using a solutions-based approach ideas and thoughts are shared in a collaborative environment with the focus on what is best for the client Mira believes various perspectives and points of view are important in achieving the best outcome which ultimately leads to prosperous and satisfi ed clients
Partner National Director of Tax Services
Ryan Senger
6000 Greenwood Plz Blvd Ste 125Greenwood Village CO 80111
Direct 303-488-7575Offi ce 303-488-7570RyanBorchardtSengercomwwwBorchardtSengercom
bull Comprehensive tax compliance servicesbull Intelligent tax planning strategiesbull Expert support for high-net-worth clients
Level of Service You Deserve
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 15 years of public accounting experience He has extensive experience working with partnerships S corporations and individuals Our fi rmrsquos focus is to provide accurate and timely advice to assist our clients in making informed business and personal tax decisions
Partner CPA MT
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
FSbull26
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
2014 Fiv
e Star A
ccou
ntin
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d E
state Plan
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wwfivestarprofessionalcom
Success requires
patience discipline
and diligence
mdash Five Star award winner
Award winners listed by primary services and listed alphabetically by last name
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
AccountingMarilyn Burnside Marilyn R
Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey and Company Professional Corporation
Mona Feeley WhippleWood CPAs
Mira Fineacute Hein amp Associates Page 25
Brenda A French Brenda A French CPA
Lenae Jackson May Jackson Hendrick
Gary Jacobs Gary A Jacobs and Associates
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Eric Lake Holben Hay Lake Balzer CPAs
Daniel Noven Noven amp Associates
Alan Piehl Alan R Piehl CPA
William Rooney Crowe Horwath
Ken Saliman Smith Brook Bolshoun amp Company
Mark L Sanders Mark L Sanders CPA
Michael V Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates Page 25
Joey Simon Smith Brook Bolshoun amp Company
Ernest Villany Boulder Valley CPAs
Donna J Ward Ward amp Associates CPAs
Richard Whipple WhippleWood CPAs
Gregory Zick Zick Business Advisors
Estate PlanningMichael Bland Bryan Cave
James W Buchanan III Buchanan amp Stouffer
Nancy R Crow Pendleton Wilson Hennessey amp Crow
Frank J Danzo III Chayet amp Danzo Page 26
Daniel Doherty Doherty Law Office Page 25
John Eckstein Fairfield and Woods
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
William Krems Davis Graham amp Stubbs
James Littlepage James Littlepage Law Offices
Nathan Merrill Goodspeed amp Merrill
David Osterman Osterman Law Firm
Jane Paddison Jane Caddell Paddison
Kristin Pineiro Wallace Scott
Daniel Rich Steele Street Bank amp Trust
Timothy Scott Wallace Scott
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 26
650 S Cherry St Ste 710Denver CO 80246Office 303-355-8500FrankColoradoElderLawcom
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
EstateBusiness Planning Elder Law
600 17th St Ste 2800Denver CO 80202Office 303-226-5861kzaloudekmshzlawcomwwwmszhlawcom
Kevin Zaloudek
Mills Schmitz Halstead amp Zaloudek has built a reputation of providing legal services without the customar y overhead of a typical law firm With practice areas ranging from tax and litigation to real estate and IP law Mills Schmitz Halstead amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
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Award winners listed by primary services and listed alphabetically by last name
Cain Kobert Rocky Mountain Wealth Management
Larry N Koenigsberg Raymond James
Patricia Kummer Kummer Financial Strategies Page 15
Paul Lambert Cherry Street Partners
Bruce Larsen Presidential Brokerage
David Lawyer First Command Financial Planning
Chad Leigh Exit amp Retirement Strategies
Dennis A Leonida Raymond James Page 17
Mark Levine US Bancorp Investments
Richard Jason Levine Synergy Financial Partners
Michael Lincoln Lincoln Financial Services
David Loos Charles Schwab amp Company
Ronald C Lottridge Catalyst Financial Strategies
Josh David Lozow Transitions Wealth Management
Tad Michael Lyle Planning Resources
Kimberly Kaye Maez Ameriprise Financial Services Inc
Adam Makkai Makkai Capital Management
Joel Thomas Martin Denver Money Manager
Quinn A Martinez Clear Creek Investment Services
Marla Mason Presidential Brokerage
Nicole May Ameriprise Financial Services Inc Page 19
Cris Robert McBride NFP Securities
Jason Scott McBride Presidential Brokerage
Angel B McCall Lifetime Financial Strategies
Chad McDonnell Denver Investments
Dennis Means LPL Financial
Dot Mechtenberg Dot Mechtenberg
Terry Melonakis Melonakis Financial
Dita Merritt Ameriprise Financial Services Inc
Harve P Meslin Safe Harbor Financial Group
Ann Marie Milinazzo Hadad-Milinazzo Financial Group
Matthew Stephen Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Shawn Moore Morgan Stanley
J Cameron Morgan AampI Financial Services
David Moritz Ameriprise Financial Services Inc Page 18
C Randal Morris Summit Wealth Group
Jesse Morris Summit Wealth Group
David Morrison Prosperion Financial Advisors
Angela Mueting Thrivent Financial
Ryan S Murphy Ameriprise Financial Services Inc Page 7
Jay A Murray RM Infinity Advisors and Solutions for Tuition
Steve R Musick Destiny Capital
Leslie Myers LPL Financial Page 18
Thomas Nazzaro American Portfolios
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Josh Nelson Keystone Financial Services
Neil Norman Nichols Intentional Wealth
Amy Noel LPL Financial
Brad Noland Wagner Wealth Management
Patrick Nolen Nolen Western
William Norris Robert W Baird amp Company
Daniel Noven Noven Financial Group
Elizabeth OrsquoDonnell OrsquoDonnell Wealth Management Page 16
Daniel OrsquoLeary Quintus Financial Services
Sean OrsquoNeill Raymond James
Karen Ogard Robert W Baird amp Company
Dominick Paoloni SMG Partners
Charles Gregory Parr Ameriprise Financial Services Inc
Jeffrey Payne Aspen Wealth Management
Russell Petrin Morgan Stanley
Mary Lee Pierce Ameriprise Financial Services Inc Page 18
Sybil Praski Prosperion Financial Advisors
Christine Raines Azimuth Wealth Management
Jerry R Reiff Morgan Stanley
James A Reinig Reinig amp Associates
David Repka Creative Financial Solutions
Keith Robinson Morgan Stanley
Heather Kristin Roentz Merrill Lynch
Carole L Rominger Full Circle Wealth Management
Eric Rosel Morgan Stanley
Kevin W Ruebesam Thrivent Financial
Karen K Salvatore Shine Investment Advisory Services
Greg Schowe LotusGroup Advisors
Daniel B Schultz Ameriprise Financial Services Inc
Gregory Phillip Seal Seal Financial Services Page 2
Kara Sekavec LPL Financial
Eileen M Sharkey Sharkey Howes amp Javer
Michael Sherman Crestone Capital Advisors
Judith Shine Shine Investment Advisory Services
Andrea Shortino Ameriprise Financial Services Inc
Gary Brian Sidder Life Transition Planners
R Brady Siegrist Janiczek amp Company
Michael G Simmons Transitions Wealth Management
Mark Sindrich Sindrich amp Associates Page 17
Mark Smith MJ Smith and Associates
Mark Andrew Solinski First Allied Securities
Paul Staib Staib Financial Planning
Keith Stechmesser Thrivent Financial
Kelly Stecklein Capital Evolution Group
Stephen L Stribling Morgan Stanley
Kevin Patrick Sullivan Sullivan amp Associates
Marilynne Tarrall NewWest Advisors
Matthew H Tepoorten Charles Schwab amp Company
Mark E Thomas Townsend Retirement Specialists
Kris Tower American Portfolios
Deborah A Towers Towers Wealth Management
Jeff Townsend Townsend Retirement Specialists
Jennifer Trembley Ethos Financial PartnersAmeriprise Financial Services Inc
Scott Tremlett Charles Schwab amp Company
Laura Uchida Invest Financial
James Urbonas Ascent Financial Advisors
Maria Dolores Vargas LPL Financial
Jack Venable Ethos Financial PartnersAmeriprise Financial Services Inc
Gary Wagner Wagner Wealth Management
Rhonda Wagner Ameriprise Financial Services Inc
Carole Wagner-Grauer MetLife
Cortney Walker GW Wealth Management
Damian Walsh Ameriprise Financial Services Inc
Nathan Wangerin Thrivent Financial
Sterling Warburton Raymond James Page 15
Kenneth P Warner Ameriprise Financial Services Inc
Timothy Waters Triumph Capital Management
Rick Watson The Milestone Group
Marilyn S Weaver Presidential Brokerage
Charles Matthew Wernig The Browning Group II
Janet White Shine Investment Advisory Services
Zoe Whitmore Ameriprise Financial Services Inc
Brenda E Wille-Cope First Financial Strategies
Brian Williams GampW Wealth Management
Craig E Williams Williams Investment Network Page 18
Bart Writer Wealth Concepts
Charlene Zahn-Busch Zahn Financial Services
Ron Zimmermann Morgan Stanley Page 12
Diane Zing Trilogy Financial Services
InsuranceMark D Arlen Lincoln Financial
Advisors
Henry Geyelin Carpenter Ameriprise Financial Services Inc
Michael Edwards COPIC Financial Services
Matthew Grant Gehring Summit Wealth ManagementAmeriprise Financial Services Inc
InvestmentsKenneth Acampora Durable Wealth
Management
Patrick Adams PVG Asset Management
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
ww
wfivestarprofessionalcom
FSbull22
Award winners listed by primary services and listed alphabetically by last name
Bruce G Allen Bruce G Allen Investments Page 9
Candace Lee Allen Wells Fargo Advisors LLC
Philip Sheridan Almon Wells Fargo Advisors LLC
David Anderson Triad Financial Group
Douglas Maurice Applegate Edward Jones
John Arnold Wells Fargo Advisors LLC
Willis Ashby Integra Financial
Daniel L Austin Thrivent Financial
Stephen Avis Wells Fargo Advisors LLC
Hugh C Bandy Edward Jones
Gordon Bauer LPL Financial
Andy Beasley The Milestone Group
Brad Bickham Sargent Bickham Lagudis
Donald Billings Charles Schwab amp Company
Kenneth Blair Edward Jones
Patrick A Bloomfield Wells Fargo Advisors Financial Network LLC
Donna M Boender Wells Fargo Advisors LLC Page 19
Brian Boudreau Edward Jones
Sara D Boyd CoBiz Wealth
Jeffery Wayne Bruce Edward Jones
Barry C Bruner Wedbush Securities
Keith Bryant RBC Wealth Management
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
James Callahan Janiczek amp Company
William I Callender Lincoln Financial Advisors
Robert M Campbell Wells Fargo Advisors LLC
John Carnes Edward Jones
Mark William Christofferson Wells Fargo Advisors LLC
John Claxton Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 18
William H Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
Travis Cook Travis CookAvant Garde Advisors
David Arthur Cooper Edward Jones
Tony Coppola The Milestone Group
John R Cormey CoBiz Wealth
James Bryan Cornehlsen Capstone Investment Financial Group
Jonathan D Cox Morgan Stanley
Jordan Curry Morgan Stanley
Patty Delucas Wells Fargo Advisors LLC
Warren Greg Denewiler Denewiler Capital Management
Neil P Dermody Wells Fargo Advisors LLC
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Edward Dickey INS Capital Management
Angus Elder Dillon Wells Fargo Advisors LLC
Robin A Dillon Wells Fargo Advisors LLC
Phil Dispense Morgan Stanley Page 12
Matthew Dolan Edward Jones
Neil Draxler Edward Jones
Greyson Drexel Wells Fargo Advisors LLC
Stephen Drexler Wells Fargo Advisors LLC Page 14
Steve Durman Wells Fargo Advisors LLC
Todd A Dussex LPL Financial
Melissa Dyer Raymond James Page 17
David Huber Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC
Steven Ehrman LPL Financial
Geoff Eliason Peak Capital Management
Steve Ellis Colorado Capital Management
Trevor J Emery ACM Wealth Solutions
Galina Y Esterby Morgan Stanley
Nanette Fahrenbruch Edward Jones
Robert Farris Wells Fargo Advisors LLC
Richard Fishel The Fishel Group
Gustin D Fox-Smith Fox-Smith Wealth Management
Kirk Aaron Freedle Innovative Financial Partners
Brian Friedman GHP Investment Advisors
Mark Frohlich Wells Fargo Advisors LLC
Marc Gaudreault Western Wealth Advisors
Geoffrey Todd Gervasini Wakefield Asset Management
Bob Gibson Edward Jones
David Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Jason Kessler Gocke Edward Jones
Kevin James Goldin Morgan Stanley
Stephen Gordon Cornerstone Asset Management
Mark Griffin Wells Fargo Advisors LLC
Elbert Clark Griggs Griggs Wealth Management
Randy R Grose Cherry Creek Retirement Advisors
Edgar George Aaron Gumbiner Marathon Investment Management
Robert Guthrie Merrill Lynch
Melanie Hanby Asset One
Beth Haney Edward Jones
David Hansen Meridian Wealth Management
Guy Harris Edward Jones
Theodore Harris The Milestone Group
Robert L Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley
Tara Hefty-Hume Peak Asset Management
Katherine Heidtbrink Wells Fargo Advisors LLC
Lynn Zickefoose Hendricks Hendricks Financial Services
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Philip Holbert Robert W Baird amp Company
Michael J Hood Morgan Stanley Page 19
Jeffrey Huff Redpoint Capital Management Page 17
Kyle Hurt Lifetime Capital Management
Jeffrey Hutcheson Edward Jones
Eric Jasper Edward Jones
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 7
Nicholas Ryan Jones Morgan Stanley
Steven T Jones Tenacity Investment Group
Robert Hunter Junge Hunter Retirement amp Wealth Management
Linda S Kalat Morgan Stanley
Laurence J Kandel Obermeyer Asset Management Company Page 18
Brandon Kane Wells Fargo Advisors LLC
Craig Lee Kinnunen Janiczek amp Company
Eric Koeplin The Milestone Group
Leon Koob Wells Fargo Advisors LLC
H Scott Koplar Ameriprise Financial Services Inc
Joseph Kozmata Raymond James Page 16
David Kraatz Morgan Stanley
Bradley Kreidle Mainline West
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Porter Landreth Asset One
Leasha K Larsen Edward Jones
Brian C Larson Edward Jones
Daniel Kit Lassen Ameriprise Financial Services Inc
Lori Taylor Lawrence Western Equity Group
Timothy Lawrence Millennium Portfolio Advisors
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
Mark Liley Wells Fargo Advisors LLC
Christopher Long Ameriprise Financial Services Inc
Brad A Lundberg Edward Jones
Bruce Lutz MetLife
Andy Lyford Charlton Investment Services
Christopher Ryan Lynett Wells Fargo Advisors LLC
Tupper MacDowell Robert W Baird amp Company
Leslie A MacGuire LPL Financial
Peter Noel MacMillan Edward Jones
Gary Mangelsdorf LPL Financial
Ted J Manzanares MetLife
Keith O Marks Openheimer amp Company
Raphael Andre Martorello LotusGroup Advisors
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
FSbull23
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
Award winners listed by primary services and listed alphabetically by last name
Tanya Rebekah Mathews Meridian Wealth Management
Roger D Maurer Maurer amp Associates Page 10
John McCorvie Peak Asset Management
Colin Michael McCoy CGC Financial
Janet L McCoy Seal Financial Services Page 2
Michael McDonald LPL Financial
Richard C McDowell LPL Financial
Brent McGibbon McGibbon Asset Management Page 12
David W Mckinlay David W Mckinlay ChFC
Patricia Anne McNamara Cherry Creek Investment Advisors
Brandy Shera Merriam Ameriprise Financial Services Inc
Craig Louis Miller Morgan Stanley
Lauretta C Moell Wells Fargo Advisors LLC
Rebecca Moreland Robert W Baird amp Company
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management
John P Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Jesse Brooks Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Thomas V OrsquoDonnell Ameriprise Financial Services Inc
Adam OrsquoHair Edward Jones
Mike Oakes Wells Fargo Advisors LLC Page 19
James M Olson Morgan Stanley
David L Overton Halbert Hargrove Global Advisors
Jay Oyer Merrill Lynch
Mark Paller Paller Financial Services Page 15
Daniel Palm Robert W Baird amp Company
Michael Arris Pappas LPL Financial
Christopher Parsons Wells Fargo Advisors LLC
David C Partheymuller The Normandy Group
Edward William Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Craig Perkins CDP Financial
Roy Persky LPL Financial
Kirk R Peterson Peterson Financial Services
Bryan Pieper Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Victoria Lynne Pinder VP Financial Options
Patrick Eugene Pogue Edward Jones
Gary Poling Raymond James
Brent Powell GWN Securities
Mitchell Powers Investment Security Group
Julie F Pribble CoBiz Wealth
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 16
Walter John Rasmussen Morgan Stanley
Natalie Robbins Edward Jones
Bret Allen Roberts Morgan Stanley
Richard Rust Investment Security Group
Richard Sage LPL Financial
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Catherine Stahl Scheuber LPL Financial
Shelley Schlossberg CastleMountain Financial Page 18
Stacia Schmalzer MetLife
Max Scholfield Scholfield Wealth Management
David Schreiber Edward Jones
Kathleen Scott Cherry Hills Investment Advisors Page 13
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones
Steven Setchfield Setchfield Associates
Andleib Seth LotusGroup Advisors
Lesley Shiffrin NTB Advisors
David Burns Siebert First Financial Equity Corporation
Scott W Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Timothy Soderquist Morgan Stanley
Ann Foster Sparks Wells Fargo Advisors LLC
Eric J Srodulski Edward Jones
Richard Alan Stonger Merrill Lynch
William Stordahl Stordahl Capital ManagementWells Fargo Financial Network LLC
Jeffrey R Stotler Edward Jones
Paul Stratton Edward Jones
Adam Jason Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Greg Stringari Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Lee Strongwater Colorado Capital Management Page 19
Peter Lee Swanson Edward Jones
Theodore Swenson LPL Financial Page 19
Jeffrey Swingle Edward Jones
Eric Swope Ameriprise Financial Services Inc
Hony Mahone Tarrall NewWest Advisors
Scott Taylor Value Financial Advisers
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Betsy Thorpe Wells Fargo Advisors LLC
Dustin Tidwell Latitude Financial Group
Herman Tiemens II Wells Fargo Advisors LLC
Kristy Tochihara Morgan Stanley Page 13
Richard Todd Innovest Portfolio Solutions
Vernon Lee Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
Charles Turner The Mutual Fund Store
Martha Turner Edward Jones
David Twibell Custom Portfolio Group
Vincent William Valentine First Financial Strategies
Carin Wagner GHP Investment Advisors
Victor M Walker Wells Fargo Advisors LLC
Chester Wallace Quintus Financial Services
Greg Wambolt Wambolt amp Associates Page 18
Jeff J Warren Wells Fargo Advisors LLC
Robert Webster Webster Investment Advisors
Richard E Weintraub Meridian Wealth Management
Ward Welles Wells Fargo Advisors LLC
Noel Todd Wickwar Morgan Stanley
Chad A Williams Aveo Capital
Don K Williams WMS Financial Group
TH Williams Wells Fargo Advisors LLC
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Matthew Edward Winter Wells Fargo Advisors LLC
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Todd Warren Young Edward Jones
Michael G Zahler Wells Fargo Advisors LLC
Steven Zahorik Wells Fargo Advisors LLC
Curtis A Zeigler Capital Management Group
Jonathan Zeschin Essential Investment Partners
Matthew Ziereis Wells Fargo Advisors LLC
TaxationBruce Bendell Transitions Wealth
Management
Alan Piehl Alan R Piehl CPA
Trust ServicesRichard W Phillips Wells Fargo
Advisors LLC
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star A
ccou
ntin
g an
d E
state Plan
nin
g P
rofessio
nals
mdash w
wwfivestarprofessionalcom
FSbull24
Five Star Accounting and Estate Planning ProfessionalsHow do you find an accounting or estate planning professional with experience who has a good base of cl ients 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
accounting and estate planning professionals who satisfy 10 objective eligibility and e v a l u a t i o n c r i t e r i a A m o n g m a n y distinguishing attributes the average one-year client retention rate for this yearrsquos award-winning certified public accountants is more than 96 percent Meanwhile our winning estate planning attorneys clock an average of 78 percent of their hours as billable
The 2014 Five Star Certified Public Accountants and Estate Planning Attorneys are a select group representing less than 1 percent of the certified public accountants and 3 percent of the estate planning attorneys in the Denver area
Although this list is a useful tool for anyone looking for help with accounting or managing their estate it should not be considered exhaustive Undoubtedly there are many excellent accounting and estate planning professionals who for one reason or another are not on this yearrsquos list Self-nominations for this award are not accepted Denver award candidates were identified using internal and external research data
AWARDA Select
Award candidates who satisfied the following objective eligibility and evaluation criteria were named 2014 Five Star Certified Public Accountants or Estate Planning AttorneysOF AWARD WINNERS
Determination
Regulatory ReviewAs defined by Five Star Professional the accounting or estate planning professional 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 candidate Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists
bull Each candidate who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed abovebull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a potential winnerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use taxation or estate planning services in order to provide consumers the
opportunity to submit complaints regarding a potential winner
Eligibility Criteria ndash Required1 Credentialed licensed attorney 2 Actively employed as a credentialed professional in
the estate planning services industry for a minimum of five years
3 Favorable regulatory and complaint history review 4 A minimum of 50 percent of practice focus on estate
planning services 5 Accepting new clients
Evaluation Criteria ndash Considered 6 Number of transactions in last 12 months 7 Number of client households served 8 Industry and board certifications 9 Education and professional designations 10 Pro bono activities
Estate Planning AttorneysEligibility Criteria ndash Required 1 Credentialed Certified Public Accountant (CPA)2 Actively employed as a credentialed professional in
the accounting services industry for a minimum of five years
3 Favorable regulatory and complaint history review4 Accepting new clients5 Spend more than 50 percent of their time on taxation
or other accounting services
Evaluation Criteria ndash Considered6 One-year client retention rate7 Five-year client retention rate8 Number of clients served9 One-year billing realization rate10 Educat ion and profess ional des ignat ions
certifications
Certified Public Accountants
2014 Denver
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
FSbull25
2014 Fiv
e Star A
ccou
ntin
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state Plan
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Daniel C Doherty
357 Main StLongmont CO 80501
Phone 303-532-2880Fax 303-532-2990dandanieldohertylawcomwwwdanieldohertylawcom
bull Estate planning taxation wills and trusts bull Estate probate and trust administration bull Business formation and succession planning
How Might We Be of Service to You
Never has a client asked that their estate or business planning be complicated diffi cult to understand or costly Everyone wants to keep it simple Unfortunately onersquos circumstances may require us to shift further up the continuum of complexity to resolve the challenge I strive to communicate with my clients in plain English to enable them to fully understand the pros and cons of the options available and the planning I propose
Juris DoctorateMaster of Laws of Taxation
Mira Fineacute
1999 Broadway Ste 4000Denver CO 80202
Offi ce 303-298-9600mfi neheincpacomwwwheincpacom
bull Service rooted in integrity listening and respectbull Technical knowledge to achieve identifi ed goals bull Independent thinking to provide objective advice
Connecting With Clients to Reach Their Goal
Mira has the ability to connect with clients and maintain open and constant communication to help drive decisions Using a solutions-based approach ideas and thoughts are shared in a collaborative environment with the focus on what is best for the client Mira believes various perspectives and points of view are important in achieving the best outcome which ultimately leads to prosperous and satisfi ed clients
Partner National Director of Tax Services
Ryan Senger
6000 Greenwood Plz Blvd Ste 125Greenwood Village CO 80111
Direct 303-488-7575Offi ce 303-488-7570RyanBorchardtSengercomwwwBorchardtSengercom
bull Comprehensive tax compliance servicesbull Intelligent tax planning strategiesbull Expert support for high-net-worth clients
Level of Service You Deserve
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 15 years of public accounting experience He has extensive experience working with partnerships S corporations and individuals Our fi rmrsquos focus is to provide accurate and timely advice to assist our clients in making informed business and personal tax decisions
Partner CPA MT
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION
FSbull26
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
2014 Fiv
e Star A
ccou
ntin
g an
d E
state Plan
nin
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rofessio
nals
mdash w
wwfivestarprofessionalcom
Success requires
patience discipline
and diligence
mdash Five Star award winner
Award winners listed by primary services and listed alphabetically by last name
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
AccountingMarilyn Burnside Marilyn R
Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey and Company Professional Corporation
Mona Feeley WhippleWood CPAs
Mira Fineacute Hein amp Associates Page 25
Brenda A French Brenda A French CPA
Lenae Jackson May Jackson Hendrick
Gary Jacobs Gary A Jacobs and Associates
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Eric Lake Holben Hay Lake Balzer CPAs
Daniel Noven Noven amp Associates
Alan Piehl Alan R Piehl CPA
William Rooney Crowe Horwath
Ken Saliman Smith Brook Bolshoun amp Company
Mark L Sanders Mark L Sanders CPA
Michael V Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates Page 25
Joey Simon Smith Brook Bolshoun amp Company
Ernest Villany Boulder Valley CPAs
Donna J Ward Ward amp Associates CPAs
Richard Whipple WhippleWood CPAs
Gregory Zick Zick Business Advisors
Estate PlanningMichael Bland Bryan Cave
James W Buchanan III Buchanan amp Stouffer
Nancy R Crow Pendleton Wilson Hennessey amp Crow
Frank J Danzo III Chayet amp Danzo Page 26
Daniel Doherty Doherty Law Office Page 25
John Eckstein Fairfield and Woods
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
William Krems Davis Graham amp Stubbs
James Littlepage James Littlepage Law Offices
Nathan Merrill Goodspeed amp Merrill
David Osterman Osterman Law Firm
Jane Paddison Jane Caddell Paddison
Kristin Pineiro Wallace Scott
Daniel Rich Steele Street Bank amp Trust
Timothy Scott Wallace Scott
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 26
650 S Cherry St Ste 710Denver CO 80246Office 303-355-8500FrankColoradoElderLawcom
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
EstateBusiness Planning Elder Law
600 17th St Ste 2800Denver CO 80202Office 303-226-5861kzaloudekmshzlawcomwwwmszhlawcom
Kevin Zaloudek
Mills Schmitz Halstead amp Zaloudek has built a reputation of providing legal services without the customar y overhead of a typical law firm With practice areas ranging from tax and litigation to real estate and IP law Mills Schmitz Halstead amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star W
ealth M
anag
ersmdash
ww
wfivestarprofessionalcom
FSbull22
Award winners listed by primary services and listed alphabetically by last name
Bruce G Allen Bruce G Allen Investments Page 9
Candace Lee Allen Wells Fargo Advisors LLC
Philip Sheridan Almon Wells Fargo Advisors LLC
David Anderson Triad Financial Group
Douglas Maurice Applegate Edward Jones
John Arnold Wells Fargo Advisors LLC
Willis Ashby Integra Financial
Daniel L Austin Thrivent Financial
Stephen Avis Wells Fargo Advisors LLC
Hugh C Bandy Edward Jones
Gordon Bauer LPL Financial
Andy Beasley The Milestone Group
Brad Bickham Sargent Bickham Lagudis
Donald Billings Charles Schwab amp Company
Kenneth Blair Edward Jones
Patrick A Bloomfield Wells Fargo Advisors Financial Network LLC
Donna M Boender Wells Fargo Advisors LLC Page 19
Brian Boudreau Edward Jones
Sara D Boyd CoBiz Wealth
Jeffery Wayne Bruce Edward Jones
Barry C Bruner Wedbush Securities
Keith Bryant RBC Wealth Management
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
James Callahan Janiczek amp Company
William I Callender Lincoln Financial Advisors
Robert M Campbell Wells Fargo Advisors LLC
John Carnes Edward Jones
Mark William Christofferson Wells Fargo Advisors LLC
John Claxton Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 18
William H Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
Travis Cook Travis CookAvant Garde Advisors
David Arthur Cooper Edward Jones
Tony Coppola The Milestone Group
John R Cormey CoBiz Wealth
James Bryan Cornehlsen Capstone Investment Financial Group
Jonathan D Cox Morgan Stanley
Jordan Curry Morgan Stanley
Patty Delucas Wells Fargo Advisors LLC
Warren Greg Denewiler Denewiler Capital Management
Neil P Dermody Wells Fargo Advisors LLC
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Edward Dickey INS Capital Management
Angus Elder Dillon Wells Fargo Advisors LLC
Robin A Dillon Wells Fargo Advisors LLC
Phil Dispense Morgan Stanley Page 12
Matthew Dolan Edward Jones
Neil Draxler Edward Jones
Greyson Drexel Wells Fargo Advisors LLC
Stephen Drexler Wells Fargo Advisors LLC Page 14
Steve Durman Wells Fargo Advisors LLC
Todd A Dussex LPL Financial
Melissa Dyer Raymond James Page 17
David Huber Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC
Steven Ehrman LPL Financial
Geoff Eliason Peak Capital Management
Steve Ellis Colorado Capital Management
Trevor J Emery ACM Wealth Solutions
Galina Y Esterby Morgan Stanley
Nanette Fahrenbruch Edward Jones
Robert Farris Wells Fargo Advisors LLC
Richard Fishel The Fishel Group
Gustin D Fox-Smith Fox-Smith Wealth Management
Kirk Aaron Freedle Innovative Financial Partners
Brian Friedman GHP Investment Advisors
Mark Frohlich Wells Fargo Advisors LLC
Marc Gaudreault Western Wealth Advisors
Geoffrey Todd Gervasini Wakefield Asset Management
Bob Gibson Edward Jones
David Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Jason Kessler Gocke Edward Jones
Kevin James Goldin Morgan Stanley
Stephen Gordon Cornerstone Asset Management
Mark Griffin Wells Fargo Advisors LLC
Elbert Clark Griggs Griggs Wealth Management
Randy R Grose Cherry Creek Retirement Advisors
Edgar George Aaron Gumbiner Marathon Investment Management
Robert Guthrie Merrill Lynch
Melanie Hanby Asset One
Beth Haney Edward Jones
David Hansen Meridian Wealth Management
Guy Harris Edward Jones
Theodore Harris The Milestone Group
Robert L Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley
Tara Hefty-Hume Peak Asset Management
Katherine Heidtbrink Wells Fargo Advisors LLC
Lynn Zickefoose Hendricks Hendricks Financial Services
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Philip Holbert Robert W Baird amp Company
Michael J Hood Morgan Stanley Page 19
Jeffrey Huff Redpoint Capital Management Page 17
Kyle Hurt Lifetime Capital Management
Jeffrey Hutcheson Edward Jones
Eric Jasper Edward Jones
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 7
Nicholas Ryan Jones Morgan Stanley
Steven T Jones Tenacity Investment Group
Robert Hunter Junge Hunter Retirement amp Wealth Management
Linda S Kalat Morgan Stanley
Laurence J Kandel Obermeyer Asset Management Company Page 18
Brandon Kane Wells Fargo Advisors LLC
Craig Lee Kinnunen Janiczek amp Company
Eric Koeplin The Milestone Group
Leon Koob Wells Fargo Advisors LLC
H Scott Koplar Ameriprise Financial Services Inc
Joseph Kozmata Raymond James Page 16
David Kraatz Morgan Stanley
Bradley Kreidle Mainline West
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Porter Landreth Asset One
Leasha K Larsen Edward Jones
Brian C Larson Edward Jones
Daniel Kit Lassen Ameriprise Financial Services Inc
Lori Taylor Lawrence Western Equity Group
Timothy Lawrence Millennium Portfolio Advisors
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
Mark Liley Wells Fargo Advisors LLC
Christopher Long Ameriprise Financial Services Inc
Brad A Lundberg Edward Jones
Bruce Lutz MetLife
Andy Lyford Charlton Investment Services
Christopher Ryan Lynett Wells Fargo Advisors LLC
Tupper MacDowell Robert W Baird amp Company
Leslie A MacGuire LPL Financial
Peter Noel MacMillan Edward Jones
Gary Mangelsdorf LPL Financial
Ted J Manzanares MetLife
Keith O Marks Openheimer amp Company
Raphael Andre Martorello LotusGroup Advisors
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
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Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
FSbull23
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
Award winners listed by primary services and listed alphabetically by last name
Tanya Rebekah Mathews Meridian Wealth Management
Roger D Maurer Maurer amp Associates Page 10
John McCorvie Peak Asset Management
Colin Michael McCoy CGC Financial
Janet L McCoy Seal Financial Services Page 2
Michael McDonald LPL Financial
Richard C McDowell LPL Financial
Brent McGibbon McGibbon Asset Management Page 12
David W Mckinlay David W Mckinlay ChFC
Patricia Anne McNamara Cherry Creek Investment Advisors
Brandy Shera Merriam Ameriprise Financial Services Inc
Craig Louis Miller Morgan Stanley
Lauretta C Moell Wells Fargo Advisors LLC
Rebecca Moreland Robert W Baird amp Company
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management
John P Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Jesse Brooks Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Thomas V OrsquoDonnell Ameriprise Financial Services Inc
Adam OrsquoHair Edward Jones
Mike Oakes Wells Fargo Advisors LLC Page 19
James M Olson Morgan Stanley
David L Overton Halbert Hargrove Global Advisors
Jay Oyer Merrill Lynch
Mark Paller Paller Financial Services Page 15
Daniel Palm Robert W Baird amp Company
Michael Arris Pappas LPL Financial
Christopher Parsons Wells Fargo Advisors LLC
David C Partheymuller The Normandy Group
Edward William Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Craig Perkins CDP Financial
Roy Persky LPL Financial
Kirk R Peterson Peterson Financial Services
Bryan Pieper Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Victoria Lynne Pinder VP Financial Options
Patrick Eugene Pogue Edward Jones
Gary Poling Raymond James
Brent Powell GWN Securities
Mitchell Powers Investment Security Group
Julie F Pribble CoBiz Wealth
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 16
Walter John Rasmussen Morgan Stanley
Natalie Robbins Edward Jones
Bret Allen Roberts Morgan Stanley
Richard Rust Investment Security Group
Richard Sage LPL Financial
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Catherine Stahl Scheuber LPL Financial
Shelley Schlossberg CastleMountain Financial Page 18
Stacia Schmalzer MetLife
Max Scholfield Scholfield Wealth Management
David Schreiber Edward Jones
Kathleen Scott Cherry Hills Investment Advisors Page 13
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones
Steven Setchfield Setchfield Associates
Andleib Seth LotusGroup Advisors
Lesley Shiffrin NTB Advisors
David Burns Siebert First Financial Equity Corporation
Scott W Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Timothy Soderquist Morgan Stanley
Ann Foster Sparks Wells Fargo Advisors LLC
Eric J Srodulski Edward Jones
Richard Alan Stonger Merrill Lynch
William Stordahl Stordahl Capital ManagementWells Fargo Financial Network LLC
Jeffrey R Stotler Edward Jones
Paul Stratton Edward Jones
Adam Jason Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Greg Stringari Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Lee Strongwater Colorado Capital Management Page 19
Peter Lee Swanson Edward Jones
Theodore Swenson LPL Financial Page 19
Jeffrey Swingle Edward Jones
Eric Swope Ameriprise Financial Services Inc
Hony Mahone Tarrall NewWest Advisors
Scott Taylor Value Financial Advisers
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Betsy Thorpe Wells Fargo Advisors LLC
Dustin Tidwell Latitude Financial Group
Herman Tiemens II Wells Fargo Advisors LLC
Kristy Tochihara Morgan Stanley Page 13
Richard Todd Innovest Portfolio Solutions
Vernon Lee Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
Charles Turner The Mutual Fund Store
Martha Turner Edward Jones
David Twibell Custom Portfolio Group
Vincent William Valentine First Financial Strategies
Carin Wagner GHP Investment Advisors
Victor M Walker Wells Fargo Advisors LLC
Chester Wallace Quintus Financial Services
Greg Wambolt Wambolt amp Associates Page 18
Jeff J Warren Wells Fargo Advisors LLC
Robert Webster Webster Investment Advisors
Richard E Weintraub Meridian Wealth Management
Ward Welles Wells Fargo Advisors LLC
Noel Todd Wickwar Morgan Stanley
Chad A Williams Aveo Capital
Don K Williams WMS Financial Group
TH Williams Wells Fargo Advisors LLC
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Matthew Edward Winter Wells Fargo Advisors LLC
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Todd Warren Young Edward Jones
Michael G Zahler Wells Fargo Advisors LLC
Steven Zahorik Wells Fargo Advisors LLC
Curtis A Zeigler Capital Management Group
Jonathan Zeschin Essential Investment Partners
Matthew Ziereis Wells Fargo Advisors LLC
TaxationBruce Bendell Transitions Wealth
Management
Alan Piehl Alan R Piehl CPA
Trust ServicesRichard W Phillips Wells Fargo
Advisors LLC
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
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Star
Professional
copy Five
Star
Professional
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Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star A
ccou
ntin
g an
d E
state Plan
nin
g P
rofessio
nals
mdash w
wwfivestarprofessionalcom
FSbull24
Five Star Accounting and Estate Planning ProfessionalsHow do you find an accounting or estate planning professional with experience who has a good base of cl ients 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
accounting and estate planning professionals who satisfy 10 objective eligibility and e v a l u a t i o n c r i t e r i a A m o n g m a n y distinguishing attributes the average one-year client retention rate for this yearrsquos award-winning certified public accountants is more than 96 percent Meanwhile our winning estate planning attorneys clock an average of 78 percent of their hours as billable
The 2014 Five Star Certified Public Accountants and Estate Planning Attorneys are a select group representing less than 1 percent of the certified public accountants and 3 percent of the estate planning attorneys in the Denver area
Although this list is a useful tool for anyone looking for help with accounting or managing their estate it should not be considered exhaustive Undoubtedly there are many excellent accounting and estate planning professionals who for one reason or another are not on this yearrsquos list Self-nominations for this award are not accepted Denver award candidates were identified using internal and external research data
AWARDA Select
Award candidates who satisfied the following objective eligibility and evaluation criteria were named 2014 Five Star Certified Public Accountants or Estate Planning AttorneysOF AWARD WINNERS
Determination
Regulatory ReviewAs defined by Five Star Professional the accounting or estate planning professional 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 candidate Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists
bull Each candidate who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed abovebull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a potential winnerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use taxation or estate planning services in order to provide consumers the
opportunity to submit complaints regarding a potential winner
Eligibility Criteria ndash Required1 Credentialed licensed attorney 2 Actively employed as a credentialed professional in
the estate planning services industry for a minimum of five years
3 Favorable regulatory and complaint history review 4 A minimum of 50 percent of practice focus on estate
planning services 5 Accepting new clients
Evaluation Criteria ndash Considered 6 Number of transactions in last 12 months 7 Number of client households served 8 Industry and board certifications 9 Education and professional designations 10 Pro bono activities
Estate Planning AttorneysEligibility Criteria ndash Required 1 Credentialed Certified Public Accountant (CPA)2 Actively employed as a credentialed professional in
the accounting services industry for a minimum of five years
3 Favorable regulatory and complaint history review4 Accepting new clients5 Spend more than 50 percent of their time on taxation
or other accounting services
Evaluation Criteria ndash Considered6 One-year client retention rate7 Five-year client retention rate8 Number of clients served9 One-year billing realization rate10 Educat ion and profess ional des ignat ions
certifications
Certified Public Accountants
2014 Denver
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
FSbull25
2014 Fiv
e Star A
ccou
ntin
g an
d E
state Plan
nin
g P
rofessio
nals
mdash w
wwfivestarprofessionalcom
Daniel C Doherty
357 Main StLongmont CO 80501
Phone 303-532-2880Fax 303-532-2990dandanieldohertylawcomwwwdanieldohertylawcom
bull Estate planning taxation wills and trusts bull Estate probate and trust administration bull Business formation and succession planning
How Might We Be of Service to You
Never has a client asked that their estate or business planning be complicated diffi cult to understand or costly Everyone wants to keep it simple Unfortunately onersquos circumstances may require us to shift further up the continuum of complexity to resolve the challenge I strive to communicate with my clients in plain English to enable them to fully understand the pros and cons of the options available and the planning I propose
Juris DoctorateMaster of Laws of Taxation
Mira Fineacute
1999 Broadway Ste 4000Denver CO 80202
Offi ce 303-298-9600mfi neheincpacomwwwheincpacom
bull Service rooted in integrity listening and respectbull Technical knowledge to achieve identifi ed goals bull Independent thinking to provide objective advice
Connecting With Clients to Reach Their Goal
Mira has the ability to connect with clients and maintain open and constant communication to help drive decisions Using a solutions-based approach ideas and thoughts are shared in a collaborative environment with the focus on what is best for the client Mira believes various perspectives and points of view are important in achieving the best outcome which ultimately leads to prosperous and satisfi ed clients
Partner National Director of Tax Services
Ryan Senger
6000 Greenwood Plz Blvd Ste 125Greenwood Village CO 80111
Direct 303-488-7575Offi ce 303-488-7570RyanBorchardtSengercomwwwBorchardtSengercom
bull Comprehensive tax compliance servicesbull Intelligent tax planning strategiesbull Expert support for high-net-worth clients
Level of Service You Deserve
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 15 years of public accounting experience He has extensive experience working with partnerships S corporations and individuals Our fi rmrsquos focus is to provide accurate and timely advice to assist our clients in making informed business and personal tax decisions
Partner CPA MT
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
FSbull26
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
2014 Fiv
e Star A
ccou
ntin
g an
d E
state Plan
nin
g P
rofessio
nals
mdash w
wwfivestarprofessionalcom
Success requires
patience discipline
and diligence
mdash Five Star award winner
Award winners listed by primary services and listed alphabetically by last name
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
AccountingMarilyn Burnside Marilyn R
Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey and Company Professional Corporation
Mona Feeley WhippleWood CPAs
Mira Fineacute Hein amp Associates Page 25
Brenda A French Brenda A French CPA
Lenae Jackson May Jackson Hendrick
Gary Jacobs Gary A Jacobs and Associates
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Eric Lake Holben Hay Lake Balzer CPAs
Daniel Noven Noven amp Associates
Alan Piehl Alan R Piehl CPA
William Rooney Crowe Horwath
Ken Saliman Smith Brook Bolshoun amp Company
Mark L Sanders Mark L Sanders CPA
Michael V Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates Page 25
Joey Simon Smith Brook Bolshoun amp Company
Ernest Villany Boulder Valley CPAs
Donna J Ward Ward amp Associates CPAs
Richard Whipple WhippleWood CPAs
Gregory Zick Zick Business Advisors
Estate PlanningMichael Bland Bryan Cave
James W Buchanan III Buchanan amp Stouffer
Nancy R Crow Pendleton Wilson Hennessey amp Crow
Frank J Danzo III Chayet amp Danzo Page 26
Daniel Doherty Doherty Law Office Page 25
John Eckstein Fairfield and Woods
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
William Krems Davis Graham amp Stubbs
James Littlepage James Littlepage Law Offices
Nathan Merrill Goodspeed amp Merrill
David Osterman Osterman Law Firm
Jane Paddison Jane Caddell Paddison
Kristin Pineiro Wallace Scott
Daniel Rich Steele Street Bank amp Trust
Timothy Scott Wallace Scott
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 26
650 S Cherry St Ste 710Denver CO 80246Office 303-355-8500FrankColoradoElderLawcom
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
EstateBusiness Planning Elder Law
600 17th St Ste 2800Denver CO 80202Office 303-226-5861kzaloudekmshzlawcomwwwmszhlawcom
Kevin Zaloudek
Mills Schmitz Halstead amp Zaloudek has built a reputation of providing legal services without the customar y overhead of a typical law firm With practice areas ranging from tax and litigation to real estate and IP law Mills Schmitz Halstead amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION 2014 F
ive S
tar Wealth
Man
agers
mdash w
wwfivestarprofessionalcom
FSbull23
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
Award winners listed by primary services and listed alphabetically by last name
Tanya Rebekah Mathews Meridian Wealth Management
Roger D Maurer Maurer amp Associates Page 10
John McCorvie Peak Asset Management
Colin Michael McCoy CGC Financial
Janet L McCoy Seal Financial Services Page 2
Michael McDonald LPL Financial
Richard C McDowell LPL Financial
Brent McGibbon McGibbon Asset Management Page 12
David W Mckinlay David W Mckinlay ChFC
Patricia Anne McNamara Cherry Creek Investment Advisors
Brandy Shera Merriam Ameriprise Financial Services Inc
Craig Louis Miller Morgan Stanley
Lauretta C Moell Wells Fargo Advisors LLC
Rebecca Moreland Robert W Baird amp Company
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management
John P Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Jesse Brooks Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Thomas V OrsquoDonnell Ameriprise Financial Services Inc
Adam OrsquoHair Edward Jones
Mike Oakes Wells Fargo Advisors LLC Page 19
James M Olson Morgan Stanley
David L Overton Halbert Hargrove Global Advisors
Jay Oyer Merrill Lynch
Mark Paller Paller Financial Services Page 15
Daniel Palm Robert W Baird amp Company
Michael Arris Pappas LPL Financial
Christopher Parsons Wells Fargo Advisors LLC
David C Partheymuller The Normandy Group
Edward William Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Craig Perkins CDP Financial
Roy Persky LPL Financial
Kirk R Peterson Peterson Financial Services
Bryan Pieper Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Victoria Lynne Pinder VP Financial Options
Patrick Eugene Pogue Edward Jones
Gary Poling Raymond James
Brent Powell GWN Securities
Mitchell Powers Investment Security Group
Julie F Pribble CoBiz Wealth
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 16
Walter John Rasmussen Morgan Stanley
Natalie Robbins Edward Jones
Bret Allen Roberts Morgan Stanley
Richard Rust Investment Security Group
Richard Sage LPL Financial
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Catherine Stahl Scheuber LPL Financial
Shelley Schlossberg CastleMountain Financial Page 18
Stacia Schmalzer MetLife
Max Scholfield Scholfield Wealth Management
David Schreiber Edward Jones
Kathleen Scott Cherry Hills Investment Advisors Page 13
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones
Steven Setchfield Setchfield Associates
Andleib Seth LotusGroup Advisors
Lesley Shiffrin NTB Advisors
David Burns Siebert First Financial Equity Corporation
Scott W Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Timothy Soderquist Morgan Stanley
Ann Foster Sparks Wells Fargo Advisors LLC
Eric J Srodulski Edward Jones
Richard Alan Stonger Merrill Lynch
William Stordahl Stordahl Capital ManagementWells Fargo Financial Network LLC
Jeffrey R Stotler Edward Jones
Paul Stratton Edward Jones
Adam Jason Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Greg Stringari Trailhead Wealth ManagementWells Fargo Advisors LLC Page 8
Lee Strongwater Colorado Capital Management Page 19
Peter Lee Swanson Edward Jones
Theodore Swenson LPL Financial Page 19
Jeffrey Swingle Edward Jones
Eric Swope Ameriprise Financial Services Inc
Hony Mahone Tarrall NewWest Advisors
Scott Taylor Value Financial Advisers
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Betsy Thorpe Wells Fargo Advisors LLC
Dustin Tidwell Latitude Financial Group
Herman Tiemens II Wells Fargo Advisors LLC
Kristy Tochihara Morgan Stanley Page 13
Richard Todd Innovest Portfolio Solutions
Vernon Lee Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
Charles Turner The Mutual Fund Store
Martha Turner Edward Jones
David Twibell Custom Portfolio Group
Vincent William Valentine First Financial Strategies
Carin Wagner GHP Investment Advisors
Victor M Walker Wells Fargo Advisors LLC
Chester Wallace Quintus Financial Services
Greg Wambolt Wambolt amp Associates Page 18
Jeff J Warren Wells Fargo Advisors LLC
Robert Webster Webster Investment Advisors
Richard E Weintraub Meridian Wealth Management
Ward Welles Wells Fargo Advisors LLC
Noel Todd Wickwar Morgan Stanley
Chad A Williams Aveo Capital
Don K Williams WMS Financial Group
TH Williams Wells Fargo Advisors LLC
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Matthew Edward Winter Wells Fargo Advisors LLC
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Todd Warren Young Edward Jones
Michael G Zahler Wells Fargo Advisors LLC
Steven Zahorik Wells Fargo Advisors LLC
Curtis A Zeigler Capital Management Group
Jonathan Zeschin Essential Investment Partners
Matthew Ziereis Wells Fargo Advisors LLC
TaxationBruce Bendell Transitions Wealth
Management
Alan Piehl Alan R Piehl CPA
Trust ServicesRichard W Phillips Wells Fargo
Advisors LLC
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star A
ccou
ntin
g an
d E
state Plan
nin
g P
rofessio
nals
mdash w
wwfivestarprofessionalcom
FSbull24
Five Star Accounting and Estate Planning ProfessionalsHow do you find an accounting or estate planning professional with experience who has a good base of cl ients 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
accounting and estate planning professionals who satisfy 10 objective eligibility and e v a l u a t i o n c r i t e r i a A m o n g m a n y distinguishing attributes the average one-year client retention rate for this yearrsquos award-winning certified public accountants is more than 96 percent Meanwhile our winning estate planning attorneys clock an average of 78 percent of their hours as billable
The 2014 Five Star Certified Public Accountants and Estate Planning Attorneys are a select group representing less than 1 percent of the certified public accountants and 3 percent of the estate planning attorneys in the Denver area
Although this list is a useful tool for anyone looking for help with accounting or managing their estate it should not be considered exhaustive Undoubtedly there are many excellent accounting and estate planning professionals who for one reason or another are not on this yearrsquos list Self-nominations for this award are not accepted Denver award candidates were identified using internal and external research data
AWARDA Select
Award candidates who satisfied the following objective eligibility and evaluation criteria were named 2014 Five Star Certified Public Accountants or Estate Planning AttorneysOF AWARD WINNERS
Determination
Regulatory ReviewAs defined by Five Star Professional the accounting or estate planning professional 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 candidate Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists
bull Each candidate who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed abovebull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a potential winnerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use taxation or estate planning services in order to provide consumers the
opportunity to submit complaints regarding a potential winner
Eligibility Criteria ndash Required1 Credentialed licensed attorney 2 Actively employed as a credentialed professional in
the estate planning services industry for a minimum of five years
3 Favorable regulatory and complaint history review 4 A minimum of 50 percent of practice focus on estate
planning services 5 Accepting new clients
Evaluation Criteria ndash Considered 6 Number of transactions in last 12 months 7 Number of client households served 8 Industry and board certifications 9 Education and professional designations 10 Pro bono activities
Estate Planning AttorneysEligibility Criteria ndash Required 1 Credentialed Certified Public Accountant (CPA)2 Actively employed as a credentialed professional in
the accounting services industry for a minimum of five years
3 Favorable regulatory and complaint history review4 Accepting new clients5 Spend more than 50 percent of their time on taxation
or other accounting services
Evaluation Criteria ndash Considered6 One-year client retention rate7 Five-year client retention rate8 Number of clients served9 One-year billing realization rate10 Educat ion and profess ional des ignat ions
certifications
Certified Public Accountants
2014 Denver
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
FSbull25
2014 Fiv
e Star A
ccou
ntin
g an
d E
state Plan
nin
g P
rofessio
nals
mdash w
wwfivestarprofessionalcom
Daniel C Doherty
357 Main StLongmont CO 80501
Phone 303-532-2880Fax 303-532-2990dandanieldohertylawcomwwwdanieldohertylawcom
bull Estate planning taxation wills and trusts bull Estate probate and trust administration bull Business formation and succession planning
How Might We Be of Service to You
Never has a client asked that their estate or business planning be complicated diffi cult to understand or costly Everyone wants to keep it simple Unfortunately onersquos circumstances may require us to shift further up the continuum of complexity to resolve the challenge I strive to communicate with my clients in plain English to enable them to fully understand the pros and cons of the options available and the planning I propose
Juris DoctorateMaster of Laws of Taxation
Mira Fineacute
1999 Broadway Ste 4000Denver CO 80202
Offi ce 303-298-9600mfi neheincpacomwwwheincpacom
bull Service rooted in integrity listening and respectbull Technical knowledge to achieve identifi ed goals bull Independent thinking to provide objective advice
Connecting With Clients to Reach Their Goal
Mira has the ability to connect with clients and maintain open and constant communication to help drive decisions Using a solutions-based approach ideas and thoughts are shared in a collaborative environment with the focus on what is best for the client Mira believes various perspectives and points of view are important in achieving the best outcome which ultimately leads to prosperous and satisfi ed clients
Partner National Director of Tax Services
Ryan Senger
6000 Greenwood Plz Blvd Ste 125Greenwood Village CO 80111
Direct 303-488-7575Offi ce 303-488-7570RyanBorchardtSengercomwwwBorchardtSengercom
bull Comprehensive tax compliance servicesbull Intelligent tax planning strategiesbull Expert support for high-net-worth clients
Level of Service You Deserve
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 15 years of public accounting experience He has extensive experience working with partnerships S corporations and individuals Our fi rmrsquos focus is to provide accurate and timely advice to assist our clients in making informed business and personal tax decisions
Partner CPA MT
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
FSbull26
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
2014 Fiv
e Star A
ccou
ntin
g an
d E
state Plan
nin
g P
rofessio
nals
mdash w
wwfivestarprofessionalcom
Success requires
patience discipline
and diligence
mdash Five Star award winner
Award winners listed by primary services and listed alphabetically by last name
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
AccountingMarilyn Burnside Marilyn R
Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey and Company Professional Corporation
Mona Feeley WhippleWood CPAs
Mira Fineacute Hein amp Associates Page 25
Brenda A French Brenda A French CPA
Lenae Jackson May Jackson Hendrick
Gary Jacobs Gary A Jacobs and Associates
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Eric Lake Holben Hay Lake Balzer CPAs
Daniel Noven Noven amp Associates
Alan Piehl Alan R Piehl CPA
William Rooney Crowe Horwath
Ken Saliman Smith Brook Bolshoun amp Company
Mark L Sanders Mark L Sanders CPA
Michael V Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates Page 25
Joey Simon Smith Brook Bolshoun amp Company
Ernest Villany Boulder Valley CPAs
Donna J Ward Ward amp Associates CPAs
Richard Whipple WhippleWood CPAs
Gregory Zick Zick Business Advisors
Estate PlanningMichael Bland Bryan Cave
James W Buchanan III Buchanan amp Stouffer
Nancy R Crow Pendleton Wilson Hennessey amp Crow
Frank J Danzo III Chayet amp Danzo Page 26
Daniel Doherty Doherty Law Office Page 25
John Eckstein Fairfield and Woods
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
William Krems Davis Graham amp Stubbs
James Littlepage James Littlepage Law Offices
Nathan Merrill Goodspeed amp Merrill
David Osterman Osterman Law Firm
Jane Paddison Jane Caddell Paddison
Kristin Pineiro Wallace Scott
Daniel Rich Steele Street Bank amp Trust
Timothy Scott Wallace Scott
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 26
650 S Cherry St Ste 710Denver CO 80246Office 303-355-8500FrankColoradoElderLawcom
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
EstateBusiness Planning Elder Law
600 17th St Ste 2800Denver CO 80202Office 303-226-5861kzaloudekmshzlawcomwwwmszhlawcom
Kevin Zaloudek
Mills Schmitz Halstead amp Zaloudek has built a reputation of providing legal services without the customar y overhead of a typical law firm With practice areas ranging from tax and litigation to real estate and IP law Mills Schmitz Halstead amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
2014 Fiv
e Star A
ccou
ntin
g an
d E
state Plan
nin
g P
rofessio
nals
mdash w
wwfivestarprofessionalcom
FSbull24
Five Star Accounting and Estate Planning ProfessionalsHow do you find an accounting or estate planning professional with experience who has a good base of cl ients 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
accounting and estate planning professionals who satisfy 10 objective eligibility and e v a l u a t i o n c r i t e r i a A m o n g m a n y distinguishing attributes the average one-year client retention rate for this yearrsquos award-winning certified public accountants is more than 96 percent Meanwhile our winning estate planning attorneys clock an average of 78 percent of their hours as billable
The 2014 Five Star Certified Public Accountants and Estate Planning Attorneys are a select group representing less than 1 percent of the certified public accountants and 3 percent of the estate planning attorneys in the Denver area
Although this list is a useful tool for anyone looking for help with accounting or managing their estate it should not be considered exhaustive Undoubtedly there are many excellent accounting and estate planning professionals who for one reason or another are not on this yearrsquos list Self-nominations for this award are not accepted Denver award candidates were identified using internal and external research data
AWARDA Select
Award candidates who satisfied the following objective eligibility and evaluation criteria were named 2014 Five Star Certified Public Accountants or Estate Planning AttorneysOF AWARD WINNERS
Determination
Regulatory ReviewAs defined by Five Star Professional the accounting or estate planning professional 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 candidate Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists
bull Each candidate who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed abovebull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a potential winnerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use taxation or estate planning services in order to provide consumers the
opportunity to submit complaints regarding a potential winner
Eligibility Criteria ndash Required1 Credentialed licensed attorney 2 Actively employed as a credentialed professional in
the estate planning services industry for a minimum of five years
3 Favorable regulatory and complaint history review 4 A minimum of 50 percent of practice focus on estate
planning services 5 Accepting new clients
Evaluation Criteria ndash Considered 6 Number of transactions in last 12 months 7 Number of client households served 8 Industry and board certifications 9 Education and professional designations 10 Pro bono activities
Estate Planning AttorneysEligibility Criteria ndash Required 1 Credentialed Certified Public Accountant (CPA)2 Actively employed as a credentialed professional in
the accounting services industry for a minimum of five years
3 Favorable regulatory and complaint history review4 Accepting new clients5 Spend more than 50 percent of their time on taxation
or other accounting services
Evaluation Criteria ndash Considered6 One-year client retention rate7 Five-year client retention rate8 Number of clients served9 One-year billing realization rate10 Educat ion and profess ional des ignat ions
certifications
Certified Public Accountants
2014 Denver
copy Five
Star
Professional
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Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
FSbull25
2014 Fiv
e Star A
ccou
ntin
g an
d E
state Plan
nin
g P
rofessio
nals
mdash w
wwfivestarprofessionalcom
Daniel C Doherty
357 Main StLongmont CO 80501
Phone 303-532-2880Fax 303-532-2990dandanieldohertylawcomwwwdanieldohertylawcom
bull Estate planning taxation wills and trusts bull Estate probate and trust administration bull Business formation and succession planning
How Might We Be of Service to You
Never has a client asked that their estate or business planning be complicated diffi cult to understand or costly Everyone wants to keep it simple Unfortunately onersquos circumstances may require us to shift further up the continuum of complexity to resolve the challenge I strive to communicate with my clients in plain English to enable them to fully understand the pros and cons of the options available and the planning I propose
Juris DoctorateMaster of Laws of Taxation
Mira Fineacute
1999 Broadway Ste 4000Denver CO 80202
Offi ce 303-298-9600mfi neheincpacomwwwheincpacom
bull Service rooted in integrity listening and respectbull Technical knowledge to achieve identifi ed goals bull Independent thinking to provide objective advice
Connecting With Clients to Reach Their Goal
Mira has the ability to connect with clients and maintain open and constant communication to help drive decisions Using a solutions-based approach ideas and thoughts are shared in a collaborative environment with the focus on what is best for the client Mira believes various perspectives and points of view are important in achieving the best outcome which ultimately leads to prosperous and satisfi ed clients
Partner National Director of Tax Services
Ryan Senger
6000 Greenwood Plz Blvd Ste 125Greenwood Village CO 80111
Direct 303-488-7575Offi ce 303-488-7570RyanBorchardtSengercomwwwBorchardtSengercom
bull Comprehensive tax compliance servicesbull Intelligent tax planning strategiesbull Expert support for high-net-worth clients
Level of Service You Deserve
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 15 years of public accounting experience He has extensive experience working with partnerships S corporations and individuals Our fi rmrsquos focus is to provide accurate and timely advice to assist our clients in making informed business and personal tax decisions
Partner CPA MT
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
FSbull26
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
2014 Fiv
e Star A
ccou
ntin
g an
d E
state Plan
nin
g P
rofessio
nals
mdash w
wwfivestarprofessionalcom
Success requires
patience discipline
and diligence
mdash Five Star award winner
Award winners listed by primary services and listed alphabetically by last name
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
AccountingMarilyn Burnside Marilyn R
Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey and Company Professional Corporation
Mona Feeley WhippleWood CPAs
Mira Fineacute Hein amp Associates Page 25
Brenda A French Brenda A French CPA
Lenae Jackson May Jackson Hendrick
Gary Jacobs Gary A Jacobs and Associates
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Eric Lake Holben Hay Lake Balzer CPAs
Daniel Noven Noven amp Associates
Alan Piehl Alan R Piehl CPA
William Rooney Crowe Horwath
Ken Saliman Smith Brook Bolshoun amp Company
Mark L Sanders Mark L Sanders CPA
Michael V Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates Page 25
Joey Simon Smith Brook Bolshoun amp Company
Ernest Villany Boulder Valley CPAs
Donna J Ward Ward amp Associates CPAs
Richard Whipple WhippleWood CPAs
Gregory Zick Zick Business Advisors
Estate PlanningMichael Bland Bryan Cave
James W Buchanan III Buchanan amp Stouffer
Nancy R Crow Pendleton Wilson Hennessey amp Crow
Frank J Danzo III Chayet amp Danzo Page 26
Daniel Doherty Doherty Law Office Page 25
John Eckstein Fairfield and Woods
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
William Krems Davis Graham amp Stubbs
James Littlepage James Littlepage Law Offices
Nathan Merrill Goodspeed amp Merrill
David Osterman Osterman Law Firm
Jane Paddison Jane Caddell Paddison
Kristin Pineiro Wallace Scott
Daniel Rich Steele Street Bank amp Trust
Timothy Scott Wallace Scott
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 26
650 S Cherry St Ste 710Denver CO 80246Office 303-355-8500FrankColoradoElderLawcom
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
EstateBusiness Planning Elder Law
600 17th St Ste 2800Denver CO 80202Office 303-226-5861kzaloudekmshzlawcomwwwmszhlawcom
Kevin Zaloudek
Mills Schmitz Halstead amp Zaloudek has built a reputation of providing legal services without the customar y overhead of a typical law firm With practice areas ranging from tax and litigation to real estate and IP law Mills Schmitz Halstead amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
FSbull25
2014 Fiv
e Star A
ccou
ntin
g an
d E
state Plan
nin
g P
rofessio
nals
mdash w
wwfivestarprofessionalcom
Daniel C Doherty
357 Main StLongmont CO 80501
Phone 303-532-2880Fax 303-532-2990dandanieldohertylawcomwwwdanieldohertylawcom
bull Estate planning taxation wills and trusts bull Estate probate and trust administration bull Business formation and succession planning
How Might We Be of Service to You
Never has a client asked that their estate or business planning be complicated diffi cult to understand or costly Everyone wants to keep it simple Unfortunately onersquos circumstances may require us to shift further up the continuum of complexity to resolve the challenge I strive to communicate with my clients in plain English to enable them to fully understand the pros and cons of the options available and the planning I propose
Juris DoctorateMaster of Laws of Taxation
Mira Fineacute
1999 Broadway Ste 4000Denver CO 80202
Offi ce 303-298-9600mfi neheincpacomwwwheincpacom
bull Service rooted in integrity listening and respectbull Technical knowledge to achieve identifi ed goals bull Independent thinking to provide objective advice
Connecting With Clients to Reach Their Goal
Mira has the ability to connect with clients and maintain open and constant communication to help drive decisions Using a solutions-based approach ideas and thoughts are shared in a collaborative environment with the focus on what is best for the client Mira believes various perspectives and points of view are important in achieving the best outcome which ultimately leads to prosperous and satisfi ed clients
Partner National Director of Tax Services
Ryan Senger
6000 Greenwood Plz Blvd Ste 125Greenwood Village CO 80111
Direct 303-488-7575Offi ce 303-488-7570RyanBorchardtSengercomwwwBorchardtSengercom
bull Comprehensive tax compliance servicesbull Intelligent tax planning strategiesbull Expert support for high-net-worth clients
Level of Service You Deserve
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 15 years of public accounting experience He has extensive experience working with partnerships S corporations and individuals Our fi rmrsquos focus is to provide accurate and timely advice to assist our clients in making informed business and personal tax decisions
Partner CPA MT
What matters
most is how you
recover from
setbacks
mdash Five Star award winner
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
FSbull26
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
2014 Fiv
e Star A
ccou
ntin
g an
d E
state Plan
nin
g P
rofessio
nals
mdash w
wwfivestarprofessionalcom
Success requires
patience discipline
and diligence
mdash Five Star award winner
Award winners listed by primary services and listed alphabetically by last name
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
AccountingMarilyn Burnside Marilyn R
Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey and Company Professional Corporation
Mona Feeley WhippleWood CPAs
Mira Fineacute Hein amp Associates Page 25
Brenda A French Brenda A French CPA
Lenae Jackson May Jackson Hendrick
Gary Jacobs Gary A Jacobs and Associates
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Eric Lake Holben Hay Lake Balzer CPAs
Daniel Noven Noven amp Associates
Alan Piehl Alan R Piehl CPA
William Rooney Crowe Horwath
Ken Saliman Smith Brook Bolshoun amp Company
Mark L Sanders Mark L Sanders CPA
Michael V Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates Page 25
Joey Simon Smith Brook Bolshoun amp Company
Ernest Villany Boulder Valley CPAs
Donna J Ward Ward amp Associates CPAs
Richard Whipple WhippleWood CPAs
Gregory Zick Zick Business Advisors
Estate PlanningMichael Bland Bryan Cave
James W Buchanan III Buchanan amp Stouffer
Nancy R Crow Pendleton Wilson Hennessey amp Crow
Frank J Danzo III Chayet amp Danzo Page 26
Daniel Doherty Doherty Law Office Page 25
John Eckstein Fairfield and Woods
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
William Krems Davis Graham amp Stubbs
James Littlepage James Littlepage Law Offices
Nathan Merrill Goodspeed amp Merrill
David Osterman Osterman Law Firm
Jane Paddison Jane Caddell Paddison
Kristin Pineiro Wallace Scott
Daniel Rich Steele Street Bank amp Trust
Timothy Scott Wallace Scott
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 26
650 S Cherry St Ste 710Denver CO 80246Office 303-355-8500FrankColoradoElderLawcom
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
EstateBusiness Planning Elder Law
600 17th St Ste 2800Denver CO 80202Office 303-226-5861kzaloudekmshzlawcomwwwmszhlawcom
Kevin Zaloudek
Mills Schmitz Halstead amp Zaloudek has built a reputation of providing legal services without the customar y overhead of a typical law firm With practice areas ranging from tax and litigation to real estate and IP law Mills Schmitz Halstead amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
SPECIAL ADVERTISING SECTION
FSbull26
Research Disclosuresbull Accounting and estate planning professionals do not pay a fee to be considered or placed on the final list of Five Star Certified Public Accountants or Estate
Planning Attorneys Once awarded accounting and estate planning professionals may opt to purchase additional profile ad space or related award promotional products bull The Five Star award is not indicative of an accounting or estate planning professionalrsquos future performance bull The inclusion of an accounting or estate planning professional on the Five Star Certified Public Accountants or Estate Planning Attorneys list should not be construed as an endorsement of the professional by Five Star Professional 5280 magazine or ColoradoBiz magazine 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 go to wwwfivestarprofessionalcom bull 764 award candidates in the Denver area were considered for the Five Star Certified Public Accountant award 28 (approximately 4 percent of the award candidates) were named 2014 Five Star Certified Public Accountants bull 230 award candidates in the Denver area were considered for the Five Star Estate Planning Attorney award 19 (approximately 9 percent of the award candidates) were named 2014 Five Star Estate Planning Attorneys bull The award methodology does not evaluate the quality of services provided
2014 Fiv
e Star A
ccou
ntin
g an
d E
state Plan
nin
g P
rofessio
nals
mdash w
wwfivestarprofessionalcom
Success requires
patience discipline
and diligence
mdash Five Star award winner
Award winners listed by primary services and listed alphabetically by last name
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
AccountingMarilyn Burnside Marilyn R
Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey and Company Professional Corporation
Mona Feeley WhippleWood CPAs
Mira Fineacute Hein amp Associates Page 25
Brenda A French Brenda A French CPA
Lenae Jackson May Jackson Hendrick
Gary Jacobs Gary A Jacobs and Associates
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Eric Lake Holben Hay Lake Balzer CPAs
Daniel Noven Noven amp Associates
Alan Piehl Alan R Piehl CPA
William Rooney Crowe Horwath
Ken Saliman Smith Brook Bolshoun amp Company
Mark L Sanders Mark L Sanders CPA
Michael V Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates Page 25
Joey Simon Smith Brook Bolshoun amp Company
Ernest Villany Boulder Valley CPAs
Donna J Ward Ward amp Associates CPAs
Richard Whipple WhippleWood CPAs
Gregory Zick Zick Business Advisors
Estate PlanningMichael Bland Bryan Cave
James W Buchanan III Buchanan amp Stouffer
Nancy R Crow Pendleton Wilson Hennessey amp Crow
Frank J Danzo III Chayet amp Danzo Page 26
Daniel Doherty Doherty Law Office Page 25
John Eckstein Fairfield and Woods
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
William Krems Davis Graham amp Stubbs
James Littlepage James Littlepage Law Offices
Nathan Merrill Goodspeed amp Merrill
David Osterman Osterman Law Firm
Jane Paddison Jane Caddell Paddison
Kristin Pineiro Wallace Scott
Daniel Rich Steele Street Bank amp Trust
Timothy Scott Wallace Scott
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 26
650 S Cherry St Ste 710Denver CO 80246Office 303-355-8500FrankColoradoElderLawcom
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
EstateBusiness Planning Elder Law
600 17th St Ste 2800Denver CO 80202Office 303-226-5861kzaloudekmshzlawcomwwwmszhlawcom
Kevin Zaloudek
Mills Schmitz Halstead amp Zaloudek has built a reputation of providing legal services without the customar y overhead of a typical law firm With practice areas ranging from tax and litigation to real estate and IP law Mills Schmitz Halstead amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional
copy Five
Star
Professional