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