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

  • Brad Bickham, CFA, CFP®

    Managing Partner | Chief Investment Officer

  • Meagan D’Angelo, CFP®

    Principal | Sr. Financial Advisor

  • Luke Daniel, CFP®

    Principal | Sr. Financial Advisor

  • Jordan Kunz, CFA, CFP®

    Financial Advisor

  • Chris Lagudis

    Principal | Sr. Financial Advisor

  • Barbara Lommen, CFP®, CDFA®

    Financial Advisor

  • Joshua Miller, CFP®

    Principal | Sr. Financial Advisor

  • Will Snider

    Financial Advisor

The Team

  • Zach Cole, CFA

    Portfolio Manager

  • Tim Dutton

    Associate Financial Planner

  • Viktoria Falus, CFP®

    Senior Financial Planner

  • Jason Foster

    Director of Financial Planning

  • Greg Francis, CFA

    Trader and Analyst

  • Tyler Haner

    Client Service Manager

  • Anne Kimmell

    Office Manager

  • Shannon Knight

    Senior Client Service Manager

  • Joe Kuepper

    Client Service Manager

  • Richard Lawrence

    President & CEO

  • Patty Meneley

    Principal | Operations Manager

  • Denis Nock

    Equity Analyst and Portfolio Manager

  • Bekah Pickerell

    Operations Administrator

  • Floyd Pierce

    Client Service Manager

  • Jessi Spielberg

    Director of Operations and Human Resources

  • Steve Stein

    Client Service Manager

  • Shirley Sullivan, CFP®

    Systems & Data Manager

  • Bill Walker, CFA, CFP®

    Portfolio Manager

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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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Colorado Financial Management © 2019. All Rights Reserved.