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.
Wealth Advisory
AFFILIATED Lido Advisors PROFESSIONALS
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Roberto Paredes
Senior Managing Director, National Distribution
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Meagan D’Angelo, CFP®
Managing Director, Senior Wealth Advisor
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Luke Daniel, CFP®
Managing Director, Senior Wealth Advisor
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Chris Lagudis
Managing Director, Senior Wealth Advisor
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Barbara Lommen, CFP®, CDFA®
Senior Vice President, Senior Wealth Advisor
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Jordan Kunz, CFA, CFP®, CSRIC®
Senior Vice President, Senior Wealth Manager
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Will Snider
Vice President, Senior Wealth Advisor
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Jason Foster, JD
Director, Wealth Strategies
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Viktoria Falus, CFP®, EA
Vice President, Advanced Wealth Planning
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Nicki Green, CFP®
Senior Associate, Advanced Wealth Planning
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Tyler Haner
Senior Associate, Private Client Services
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Joe Kuepper
Senior Associate, Private Client Services
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Steve Stein
Senior Associate, Private Client Services
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Brittany Bugler
Associate, Private Client Services
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Jose Irizarry
Associate, Private Client Services
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Katelyn Russell
Associate, Private Client Services
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Mathias Silberstein
Associate, Private Client Services
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Richard Lawrence
Senior Managing Director, Mountain West
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Shirley Sullivan, CFP®
Senior Vice President, Operations
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Denis Nock
Vice President, Research & Investments
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Jack McDonald
Associate, Research & Investments
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Jessica Stine, SPHR®
Vice President, Human Resources and Talent