OUR TEAM
Personalized financial advice and planning from proven, trusted professionals is a hallmark of Colorado Financial Management. Our clients appreciate that we work as a team, so that they receive the experience of the entire firm.
Advisors
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Will Snider
Financial Advisor
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Barbara Lommen, CFP®, CDFA®
Financial Advisor
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Jordan Kunz, CFA, CFP®, CSRIC™
Financial Advisor
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Luke Daniel, CFP®
Principal | Sr. Financial Advisor
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Meagan D’Angelo, CFP®
Principal | Sr. Financial Advisor
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Joshua Miller, CFP®
Principal | Sr. Financial Advisor
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Chris Lagudis
Principal | Sr. Financial Advisor
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Brad Bickham, CFA, CFP®
Managing Partner | Chief Investment Officer
The Team
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Jack McDonald
Trader and Analyst
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Katelyn Russell
Client Service Manager
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Jessica Stine, SPHR®
HR Generalist
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Jose Irizarry
Client Service Manager
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Mathias Silberstein
Client Service Manager
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Research Interns
Joey Covington and Connor Reuter
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Nicki Green, CFP®
Associate Financial Planner
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Brittany Bugler
Client Service Manager
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Shirley Sullivan, CFP®
Director of Operations
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Zach Cole, CFA
Portfolio Manager
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Bill Walker, CFA, CFP®
Portfolio Manager Emeritus
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Steve Stein
Senior Client Service Manager
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Jessi Spielberg
Director of Human Resources
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Denis Nock
Equity Analyst
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Richard Lawrence
President & CEO
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Joe Kuepper
Client Service Manager
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Anne Kimmell
Office Manager
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Tyler Haner
Client Service Manager
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Jason Foster, JD
Director of Financial Planning
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Viktoria Falus, CFP®, EA
Senior Financial Planner