Colorado Financial Management
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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

  • Will Snider

    Financial Advisor

  • Barbara Lommen, CFP®, CDFA®

    Financial Advisor

  • Jordan Kunz, CFA, CFP®, CSRIC™

    Financial Advisor

  • Luke Daniel, CFP®

    Principal | Sr. Financial Advisor

  • Meagan D’Angelo, CFP®

    Principal | Sr. Financial Advisor

  • Joshua Miller, CFP®

    Principal | Sr. Financial Advisor

  • Chris Lagudis

    Principal | Sr. Financial Advisor

  • Brad Bickham, CFA, CFP®

    Managing Partner | Chief Investment Officer

The Team

  • Jack McDonald

    Trader and Analyst

  • Katelyn Russell

    Client Service Manager

  • Jessica Stine, SPHR®

    HR Generalist

  • Jose Irizarry

    Client Service Manager

  • Mathias Silberstein

    Client Service Manager

  • Research Interns

    Joey Covington and Connor Reuter

  • Nicki Green, CFP®

    Associate Financial Planner

  • Brittany Bugler

    Client Service Manager

  • Shirley Sullivan, CFP®

    Director of Operations

  • Zach Cole, CFA

    Portfolio Manager

  • Bill Walker, CFA, CFP®

    Portfolio Manager Emeritus

  • Steve Stein

    Senior Client Service Manager

  • Jessi Spielberg

    Director of Human Resources

  • Denis Nock

    Equity Analyst

  • Richard Lawrence

    President & CEO

  • Joe Kuepper

    Client Service Manager

  • Anne Kimmell

    Office Manager

  • Tyler Haner

    Client Service Manager

  • Jason Foster, JD

    Director of Financial Planning

  • Viktoria Falus, CFP®, EA

    Senior Financial Planner

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Our Locations

Boulder: 4840 Pearl East Circle, Suite 300E, Boulder, CO 80301

Denver: 3033 E First Ave, Suite 408, Denver, CO 80206

Loveland: 4848 Thompson Pkwy, Suite 320, Johnstown, CO 80534

Get in Touch

303-443-2433
info@colofinancial.com

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