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agers
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In a consumer study about dynamics between wealth managers and their clients Five Star Professional polled wealth managers and consumers about communications Both groups said that connecting three to four times a year is the right communications strategy but expectations are not aligned in all areas
bull 29 percent of consumers want to be contacted by their wealth manager whenever events require an update only 7 percent of wealth managers say they contact clients based on the impact of events
bull 63 percent of consumers say they receive the right amount of communication from their wealth manager
From research conducted by Five Star Professional April 2011
Wealth managers broadly defined are those individuals who help you manage your financial world andor implement aspects of your financial strategies Common examples of wealth managers
are financial advisors financial planners investment advisors tax advisors and estate planning attorneys
How do you find a wealth manager with experience who has a good base of clients with high retention rates and who has undergone a regulatory and complaint review And when you find them are they accepting new clients
5280 magazine ColoradoBiz magazine and Five Star Professional partnered to find wealth managers who satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients Among many distinguishing attributes the average one-year client retention rate for this yearrsquos award winners is more than 96 percent
Five Star Wealth Managers
2013 Denver
Donrsquot listen to other people Investigate for yourself Be wary of advisers who say they never had a down yearrdquo
mdash Five Star Wealth Manager
In order to consider a broad population of high-quality wealth managers award candidates are identified by one of three sources firm nomination peer nomination or pre-qualification based on industry standing Self-nominations are not accepted Denver award candidates were identified using internal and external research data including a survey to more than
8900 registered financial services professionals and all identified financial service companies in the area that are registered with FINRA or the SEC
CanDiDateSaward
The 2013 Five Star Wealth Managers are a select group representing less than 4 percent of the wealth managers in the Denver area(1)
Although this list is a useful tool for anyone looking for help in managing their financial world or implementing aspects of their financial strategies it should not be considered exhaustive Undoubtedly there are many excellent wealth managers who for one reason or another are not on this yearrsquos list
aWarDa Select
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2013 Five Star Wealth
Man
agers
FS 2 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Wishful thinking is not planning If you plan for the worst you will never be unpleasantly surprisedrdquo
What matters most is how you recover from setbacksrdquo
Only invest in something that you understandrdquo
Insights from Five Star Wealth Managers
Clients donrsquot care how much you know until they know how much you carerdquo
bull Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers
bull The Five Star award is not indicative of the wealth managerrsquos future performance bull Wealth managers may or may not use discretion in their practice and therefore may not manage
their clientsrsquo assets bull The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed
as an endorsement of the wealth manager by Five Star Professional 5280 magazine or ColoradoBiz magazine
bull Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future
bull Five Star Professional is not an advisory firm and the content of this article should not be considered financial advice For more information on the Five Star award and the researchselection methodology go to wwwfivestarprofessionalcom
bull (1) 2083 award candidates in the Denver area were considered for the Five Star Wealth Manager award 607 (approximately 30 percent of the award candidates) were named 2013 Five Star Wealth Managers
DiSCloSureSresearch
2013
The Five Star award goes to less than 7 percent of wealth managers
Award candidates who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services were named 2013 Five Star Wealth Managers(2)
Eligibility Criteria ndash Required(3)
1 Credentialed as an investment advisory representative (IAR) a FINRA-registered representative a CPA or a licensed attorney
2 Actively employed as a credentialed professional in the financial services industry for a minimum of five years
3 Favorable regulatory and complaint history review(4) 4 Fulfilled their firm review based on internal firm standards 5 Accepting new clients
Evaluation Criteria ndash Considered(3)
6 One-year client retention rate (the average one-year client retention rate of this yearrsquos award winners is more than 96 percent)
7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered (this
yearrsquos award winners administer an average of $101 million in client assets)9 Number of client households served (on average this yearrsquos award winners serve 260
households)10 Education and professional designations
oF aWarD WinnerSDetermination
(2) Wealth managers were required to certify that any information they provided was accurate (3) Criteria 4 8 and 9 do not apply to attorneys or CPAs(4) As defined by Five Star Professional the wealth manager has not
bull Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine bull Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or
Five Star Professionalrsquos consumer complaint processbull Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority bull Filed for personal bankruptcybull Been convicted of a felony
Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Adviser Public Disclosure (IAPD) website Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists Data submitted through these processes was applied per the above criteria
bull Each wealth manager who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed above
bull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth managerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use the services of wealth managers in order to provide consumers the
opportunity to submit complaints regarding a wealth manager More than 30000 households in the Denver area were contacted
The Five Star Wealth Manager selection criteria were updated for the 2012 award year 2005 ndash 2011 Five Star Wealth Managers scored highest in overall satisfaction based on feedback from clients peers and industry experts No more than 7 percent of wealth managers receive the award each year Contact Five Star Professional at infofivestarprofessionalcom for additional information regarding the selection process for 2005 ndash 2011 award winners
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 3
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Business PlanningAmanda Arthur 401k Squared
James Brubaker Exit amp Retirement Strategies
Jay Cohen Koll Gidan Cohen amp Company
Mark Goodside Retirement Solutions of Colorado
Jerome Karsh Karsh Consulting
Greg Livin Bradley Consulting Group
Tad Lyle Planning Resources
Ronald Seigneur Seigneur Gustafson
Thomas Straight First Financial
Bernie Taillon Triad Financial Group
Kerry Walker Business Owner Solutions
Estate PlanningMark Arlen Lincoln Financial Advisors
Theodore Atlass Atlass Professional Corporation
Scott J Atwell Scott J Atwell Attorney
Roxie Bernard Antonio Bates Bernard Professional Corporation
Michael Bland Bryan Cave
Mark Boscoe Ryley Carlock amp Applewhite
Richard Bowers Doussard Turner amp Bowers
Karen Brady Karen Brady amp Associates
Preston Branaugh Branaugh Law Offices
James W Buchanan Buchanan amp Stouffer
Douglas Cain Sherman amp Howard
William Callender Lincoln Financial Advisors
Denis B Clanahan Clanahan Beck amp Bean
Frank Danzo Chayet amp Danzo Page 26
Louis Davis Louis J Davis
Claire E Dineen Law Offices of Claire E Dineen
Daniel Doherty Daniel C Doherty Page 26
Michael Dolan Dolan amp Associates
Stephen Donelson Donelson Ciancio amp Grant
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Stewart Fleisher Elder Law Attorneys
Susan Goddard Goddard amp Goddard
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
Matt Groves Groves Law
Kip Holdren AXA Advisors
Laurie Hunter Wade Ash Woods Hill amp Farley
Erica Johnson Ambler amp Keenan
Reid Johnson MBA Wealth Management
Philip Keenan Ambler amp Keenan
William Krems Davis Graham amp Stubbs
Andrew Kroll Kroll Law Offices
James Littlepage James A Littlepage
Harley Look Katz Look amp Onorato
Mark Masters Lockwood amp Masters
Nathan Merrill Goodspeed Merrill amp Benson
James Morgan James H Morgan
Joyce Nakamura Hall amp Evans Page 27
David Osterman Osterman Law Firm
Kristin Pineiro Wallace Scott
Robert Preeo Preeo Silverman Green amp Egle
Patrick Schilken Patrick A Schilken
Timothy Scott Wallace Scott
Raymond Sutton Jr Baker Hostetler
Donald Thacker Denver Retirement Partners
Stephanie Tuthill Tuthill amp Hughes
Arnold Wegher Wegher amp Associates
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 28
Financial PlanningChad Aaberg Thrivent Financial
Dale Anderson DLA amp Company
Randy Anderson RJ Anderson Financial Page 26
Joel D Andrews Joel D Andrews
Valerie Antonioli Cherry Hills Investment Advisors
Craig Arfsten Prosperion Financial Advisors
Colleen Askew Knopinski amp Fauver Financial Advisors
Daniel Austin Thrivent Financial
Susan G Baldwin AXA Advisors
Ali Barghelame Barghelame Wealth Advisors
Linda Barker Ethos Financial PartnersAmeriprise Financial Services Inc
John Barry Barry Financial Services
Bob Bastiaans RH Bastiaans amp AssociatesAmeriprise Financial Services Inc Page 23
Bruce Bendell Transitions Wealth Management Page 23
John Bennett First Command Financial Planning
A Raymond Benton Lincoln Financial Advisors
David Billingslea Ameriprise Financial Services Inc
Matthew Blake My Portfolio Guide
Thomas Boh Robert W Baird
Lisa Bond First Financial
Steve Booren Prosperion Financial Advisors
Kean Boucher Boucher Wealth Management Group Page 15
Zachary Bouck Denver Wealth Management
Paula Boyka Raymond James amp Associates Page 26
Michael Broker Trilogy Financial Services
Mark Brown Brown amp Tedstrom
Michael Brown Morgan Stanley
JA Tyler Browning II The Browning Group
Rich Broyles Ameriprise Financial Services Inc
Stephen Brubaker Exit amp Retirement Strategies
Christopher Bruhl Financial Dynamics Page 26
Thomas Brunz Alliant Retirement and Investment Services
Erwin Buck Asset One
Christopher Burtraw Prestige Wealth Management Group
Henry Carpenter Ameriprise Financial Services Inc
Matthew Carpinelli AFC Wealth Management Group
Madison Carter Morgan Stanley
Dan Cass Cuso Financial Services
Karlton Childress Sharkey Howes amp Javer
Ronald Colson Colson Financial Group
Daniel Cook Summit Wealth Group Page 15
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2013 Five Star Wealth
Man
agers
FS 4 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Richard Costner G5 Financial Group
Benita Creacy DC amp AssociatesAdvanced Financial Solutions
Kevin Cross Charles Schwab amp Company
Carter Dammen Morgan Stanley
Seth Davis RMB Capital Management
Jordan Dechtman Jordan Dechtman Wealth Management
Clinton Demming The Holben Group
Louis DeNiro Ameriprise Financial Services Inc
John Diak Oatley amp Diak
Robert Dietz RBC Wealth Management
Ben DiSalle JP Turner amp Company
Phil Dispense Morgan Stanley Page 26
Jeffrey Donahue Donaco Financial
Robert Douglass Douglass Financial Group
Kathleen Drake Ameriprise Financial Services Inc
Pam Dumonceau Consistent Values
Robert Eberhardt AampI Financial Services
Deborah Eggleston Wealth Concepts
Gene Fahlsing Capital Financial Services
Raeyane Farrell Ameriprise Financial Services Inc
Alexander Feick Paragon Capital Management
Lawrence Finch G5 Financial Group Page 13
Nelisha Firestone Firestone Financial Group
Keith Fisher Financial Designs
Tamara Fontenot Ameriprise Financial Services Inc
Scott Forsyth G5 Financial Group Page 13
Elyse Foster Harbor Financial Group
Gustin Fox-Smith Fox-Smith Wealth Management
Keree Frakes MetLife Resources
Mark Fuhrman LPL Financial
Matthew Gehring Summit Wealth ManagementAmeriprise Financial Services Inc
Kimberly Gieseler Colorado Financial PartnersLPL Financial
Stephen Gordon Cornerstone Asset Management Page 27
Gerald Graham The Timberline Group
James Graham IV Lincoln Financial Advisors Page 16
Janet Greiner American Zang Investment Council
Rodney Greiner American Zang Investment Council
Aaron Grey Denver Money Manager
Robert E Grey Denver Money Manager
Whitney W Grimm Summit Wealth ManagementAmeriprise Financial Services Inc
Jerry Gruber Greenbook Wealth Management Page 17
Mimi Hackley Sharkey Howes amp Javer
Chad Harmon AampI Financial Services
Roger Harris R Kent Harris amp Associates
Christopher Hassett Eagle Strategies
Joshua Hattig Hattig Financial Company
Lynn Hendricks Hendricks Financial Services
Lisa Henning New York Life
Stephanie Herdahl The Financial Group
Jeffrey Hill Global Wealth Management GroupLPL Financial
Jennifer Hilts First Command Financial Planning
Robert Hochstadt GHP Investment Advisors
Robert L Holland Jr Life Transition Planners Page 19
Kevin Hollis First Command Financial Services
Guy Holman TCI Wealth Advisors
Greg Horstman Prosperion Financial Advisors
Brett Howard Cherry Street Partners
Lawrence Howes Sharkey Howes amp Javer
Phil L Jacobson Synergy Financial Partners
Patrick Janssen Ameriprise Financial Services Inc Page 27
Joel Javer Sharkey Howes amp Javer
Karen Jessey Wealth Strategies Group
Andy Kark MZ Kark amp Associates
Marvin Kark MZ Kark amp Associates
David Keller Wealth Strategies Group
Jonathan Kelley Hinds Financial Group
Matthew Kelley Gold Medal Waters
Rebecca Kennedy Brown amp Tedstrom
Gary Keyfauver Raymond James
Harold Kirschner Sharkey Howes amp Javer
Cain Kobert Rocky Mountain Wealth Management
Nathanael Koch Causey Demgen amp Moore
Christopher Kolker AXA Advisors
Patricia Kummer Kummer Financial Strategies Page 18
Tina Kvitek Thrivent Financial
Paul Lambert Cherry Street Partners
Neal Landauer Cetera Advisors
Bruce Larsen Presidential Brokerage
Ken Larson RBC Wealth Management
Chad Leigh Exit amp Retirement Strategies
Peter Lengsfeld Presidential Brokerage
Richard Levine Synergy Financial Partners
David Loos Charles Schwab amp Company
Ronald Lottridge Catalyst Financial Strategies
Josh Lozow Transitions Wealth Management Page 23
Andy Lyford Charlton Investment Services
Tupper MacDowell Robert W Baird
Joel Martin Denver Money Manager
Marla Mason Presidential Brokerage
Nicole May Ameriprise Financial Services Inc
Cris McBride NFP Securities
Colin McCoy GCG Financial
Mark McCulloch Morgan Stanley
Michael McDonald LPL Financial
Terry Melonakis Melonakis Financial
Salvatore Miceli Miceli Financial Planning
Joe Michalski Focused Money Advisors
Ann Marie Milinazzo Hadad-Milinazzo Financial Group
Jon Moore Moore Financial Group
David Moritz Ameriprise Financial Services Inc Page 27
Jesse Morris Commonwealth Financial Network Page 15
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 5
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
David Morrison Prosperion Financial Advisors
Angela Mueting Thrivent Financial
Ryan Murphy Ameriprise Financial Services Inc Page 17
Jay Murray RM Infinity Advisors
Steven Musick Destiny Capital Page 11
Leslie Myers Myers Financial Limited
Thomas Nazzaro American Portfolios Financial Services
Neil Nichols Intentional Wealth
Amy Noel Amy Noel
Patrick Nolen Nolen Western
Sarah Nowfel First Financial Equity CorporationNowfel Private Wealth Management
Elizabeth OrsquoDonnell OrsquoDonnell Wealth Management Page 25
Karen Ogard Robert W Baird
Sean OrsquoNeill Raymond James Financial Services
David Partheymuller Normandy Group
Roy Persky LPL Financial
Gary Peterson Morgan Stanley Page 16
Russell Petrin Morgan Stanley
Alan Piehl Alan R Piehl CPA
Mary Pierce Ameriprise Financial Services Inc Page 28
Sybil Praski Prosperion Financial Advisors
Hannah Raynes Trilogy Financial Services
James Reinig Reinig amp Associates
David Repka Creative Financial Solutions
Nick Richtsmeier Trilogy Financial Services
Steven Ringquist Raymond James amp Associates
Bret Roberts Morgan Stanley
Keith Robinson Morgan Stanley
Jonathan Roder RBC Capital Markets
Daniel Rosenthall Janiczek amp Company
Kevin Ruebesam Thrivent Financial
Karen Salvatore Shine Investment Advisory Services
James Scatena RBC Wealth Management
Kara Sekavec LPL Financial
David Shapiro Charter Financial Resources
Eileen Sharkey Sharkey Howes amp Javer
Andrea Shortino Ameriprise Financial Services Inc
Gary Sidder Life Transition Planners Page 19
Michael Simmons Transitions Wealth Management Page 23
Mark Sindrich Sindrich amp Associates Page 25
Mark Smith MJ Smith amp Associates
David Sogge RBC Wealth Management
Erik Sorenson Aspen Wealth Management
Gerda Spears RBC Wealth Management
Paul Staib Staib Financial Planning
Keith Stechmesser Thrivent Financial
Thomas Stefaniak Pinnacle Wealth Management Page 22
David Stevens Irongate Financial Services
Carol Sutterfield Capital Evolution Group
Eric Swope Ameriprise Financial Services Inc Page 28
Marilynne Tarrall New West Advisors
Peter Tedstrom Brown amp Tedstrom
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Scott Thisted Bank of AmericaMerrill Lynch
Kris Tower American Portfolios Financial Services
Deborah Towers Towers Wealth Managment
Jennifer Trembley Ethos Financial PartnersAmeriprise Financial Services Inc
Robert Tremlett Charles Schwab amp Company Page 28
James Urbonas Ascent Financial Advisors
Thomas Valdez LPL Financial Corporation
Vince Valentine First Financial Strategies
Ann Vanderslice Retirement Planning Strategies
Jack Venable Ethos Financial PartnersAmeriprise Financial Services Inc
Carin Wagner GHP Investment Advisors
Rhonda Wagner Ameriprise Financial Services Inc
Damian Walsh Walsh amp AssociatesAmeriprise Financial Services Inc Page 28
Nathan Wangerin Thrivent Financial
Sterling Warburton Raymond James Page 25
Kenneth Warner Ameriprise Financial Services Inc
Marilyn Weaver Presidential Brokerage
Daniel Weeks Charles Schwab amp Company
Edward White III Moye White
Brenda Wille-Cope First Financial Strategies
Brian Williams GampW Wealth Management
Craig Williams Williams Investment Network Page 28
Lucila Williams ISIS Financial Group
Diane Zing Trilogy Financial Services
InsuranceVasil Allabashi Wealth Strategies Group
Page 9
John Phillips New York Life Insurance Company
InvestmentsRobert Adams The Milestone Group
Bruce Allen Bruce G Allen Investments Page 10
Candace Allen Wells Fargo Advisors LLC
Steve Allender Aspen Creek Investments
Thomas Alley Morgan Stanley
Philip Almon Wells Fargo Advisors LLC
Gregory Anderson Granderson Wealth Management Group
Doug Applegate Edward Jones
John Arnold Wells Fargo Advisors LLC
Willis Ashby Integra Financial Page 26
Mark E Autterson WIN Wealth Management
Stephen Avis Wells Fargo Advisors LLC
John Baker Morgan Stanley
Haden Barber Oppenheimer amp Company
Mark Barczuk Wells Fargo Advisors LLC
Jeffrey Bartleson Ameriprise Financial Services Inc
Gordon Bauer LPL Financial
Thomas Baumler Asset One
Andy Beasley The Milestone Group
Eric Bench Wells Fargo Advisors LLC
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2013 Five Star Wealth
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agers
FS 6 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Brad Bickham Sargent Bickham Lagudis
Jarrod E Biebel Wells Fargo Advisors LLC
Randall Bills Wealth Strategies Group
Ken Blair Edward Jones
Patrick Bloomfield Bloomfield Asset ManagementWells Fargo Advisors Financial Network LLC
Donna Boender Wells Fargo Advisors LLC
Sally Brandt-Lieb Focused Money Advisors
Barry Bruner Wedbush Securities Page 26
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
Tim Butler Robert W Baird amp Company
James Callahan Janiczek amp Company
Douglas Campbell Wells Fargo Advisors LLC
Khankeo Campbell Wells Fargo Advisors LLC
Robert Campbell Wells Fargo Advisors LLC
Timothy Canfield Key Investment Services
Dominic Capuano Robert W Baird amp Company
Mark Christofferson Wells Fargo Advisors LLC
John Claxton RBC Wealth Management
Margaret Colbert Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 26
John Connell Causey Demgen amp Moore
William Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
David Cooper Edward Jones
Tony Coppola The Milestone Group
John Cormey CoBiz Wealth
Jonathan Cox Morgan Stanley Page 23
Thomas Coxhead RBC Wealth Management
John Crumplar Wedbush Securities
Meagan DrsquoAngelo Sargent Bickham Lagudis
Jim Davis Primerica
Lee Ann Day LPL Financial
Patty Delucas Wells Fargo Advisors LLC
Christine DeRose RBC Wealth Management
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Dickey The Investors New StandardINS Capital Management
Angus Dillon Wells Fargo Advisors LLC
Neil Draxler Edward Jones
Stephen Dreiling Capital Investment Counsel
Mark Duffy Denver Retirement Partners
Steve Durman Wells Fargo Advisors LLC
Todd Dussex LPL Financial
Melissa Dyer Raymond James Financial Services Page 24
David Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC Page 24
Michael D Edwards Morgan Stanley
Steven Ehrman LPL Financial
Michael Elam Charles Schwab amp Company
Bret Elliott Elliott Financial
Steven Ellis Colorado Capital Management
Pat Erickson Cascade Financial Management Page 12
Chad Ernzen The Mutual Fund Store
Galina Esterby Morgan Stanley
Scott Farrar Centric Investment Group
Robert Farris Wells Fargo Advisors LLC
Rob Fauver Knopinski amp Fauver Financial Advisors
Robert Fillingham RBC Capital Markets
David Findlow Charles Schwab amp Company
Richard Fishel The Fishel Group
Thomas Fitzgerald RBC Wealth Management
Harvey Friedentag Friedentag Portfolio Management
Brian Friedman GHP Investment Advisors
Maurice Frilot Wells Fargo Advisors LLC
Mark Frohlich Wells Fargo Advisors LLC
Jonathan Fung Bernstein Global Wealth Management
Ian Gardenswartz Ian D Gardenswartz amp Associates
Marc Gaudreault Western Wealth Management
G Gervasini Wakefield Asset Management
Dave Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Kevin Goldin Morgan Stanley
Richard Gongorek Wells Fargo Advisors LLC
Mark Griffin Wells Fargo Advisors LLC
David Groat Groat amp Soucie
Randy Grose Cherry Creek Retirement Advisors
George Gumbiner Marathon Investment Management
Melanie Hanby Asset One
David Hansen Meridian Wealth Management Page 20
Ted Harris The Milestone Group
Robert Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley Page 14
Katherine Heidtbrink Wells Fargo Advisors LLC
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Jade Holt Charles Schwab amp Company
Charlie Host RBC Wealth Management Page 18
Jeffrey Huff Redpoint Capital ManagementWells Fargo Advisors Financial Network LLC
Jonathan Hume AXA Advisors
Cathy Anderson Hyams RBC Wealth Management
Joseph Janiczek Janiczek amp Company
Eric Jasper Edward Jones
Frederic Jauch RBC Wealth Management
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 17
Douglas Johnson Financial Security Management
Jacqueline Johnson RBC Wealth Management Page 18
Joel Johnson Capital Investment Counsel
Patrick Jolliffe Jolliffe Capital
Steven Jones Tenacity Investment GroupRaymond James
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agers
wwwfivestarprofessionalcom mdash FS 7
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Laurence J Kandel Obermeyer Asset Management Company Page 27
Shawn Kelly Townsend Retirement Specialists
Larry Koenigsberg Raymond James
Eric Koeplin The Milestone Group
Scott Koplar Ameriprise Financial Services Inc
Joe Kozmata Raymond James Financial Services Page 24
David Kraatz Morgan Stanley
Andrew Krantz RBC Wealth Management
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Nathan Kubik Carnick amp Kubik
Timothy Kuhlman Morgan Stanley
Porter Landreth Asset One
Dan Large Edward Jones
Daniel Lassen Ameriprise Financial Services Inc
Lori Lawrence Western Equity Group
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
John Lickly First Financial Strategies
Mark Liley Wells Fargo Advisors LLC
Lisa Lo RBC Wealth Management
Christopher Long Charles Schwab amp Company
Christopher Lynett Wells Fargo Advisors LLC
Peter MacMillan Edward Jones Investments
Adam Makkai Makkai Capital Management
Gary Mangelsdorf LPL Financial Page 24
Manuel Martinez Wells Fargo Advisors LLC
Quinn Martinez Clear Creek Investment Services
Michael Massey Edward Jones
Tanya Mathews Meridian Wealth Management Page 20
Roger Maurer Maurer amp Associates Capital Management Page 19
John McCorvie Peak Asset Management
Janet McCoy Seal Financial Services
Chad McDonnell Denver Investments
Brian McDowell Capital Investment Counsel
Richard C McDowell Jr Richard C McDowell Jr
David McKinlay David W McKinlay
Craig Miller Morgan Stanley
Lauretta Moell Wells Fargo Advisors LLC
Matthew Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Becca Moreland Robert W Baird
David Morgan Morgan Stanley
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management Page 20
John Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Richard Negreann Transitions Wealth Management Page 23
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Jesse Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Bill Noyce Walnut Street Securities Page 27
Thomas Obarski LPL Financial Page 27
James OrsquoBrien Gill Capital Partners
Adam OrsquoHair Edward Jones Investments
Mary Pagnard Wells Fargo Advisors LLC
Daniel R Palm Robert W Baird amp Company
Michael Pappas MAP Wealth Management
Christopher Parsons Wells Fargo Advisors LLC
Jeffrey Payne Aspen Wealth Management
Edward Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Jeffery Peoples G5 Financial Group
Craig Perkins CDP Financial Group
Anne Perry Wells Fargo Advisors LLC
Kirk Peterson Peterson Financial Services
Richard Phillips Wells Fargo Advisors LLC
Mitchell Powers Investment Security Group
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 21
Kathy Mezei Raabe Capital Investment Counsel
Walter Rasmussen Morgan Stanley
Jerry Reiff Morgan Stanley
Alan Reifler RBC Wealth Management
Dan Riley Wells Fargo Advisors LLC
Natalie Robbins Edward Jones
Eric Rosel Morgan Stanley
Rich Rust Investment Security Group
Robert Ryan Ryan Financial
Richard Sage LPL Financial
Odette Sahakian Charles Schwab amp Company
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Rick Saunders Wells Fargo Advisors LLC
Donald Sawyer Morgan Stanley
Timothy Scaturro Premier Financial Benefits
Catherine Stahl Scheuber Scheuber Wealth ManagementLPL Financial Page 21
Shelley Schlossberg CastleMountain Financial Services Page 28
Stacia Schmalzer MetLife of the Rockies
Melanie Schmieding Morgan Stanley
Robert Schneebeck RBC Wealth Management
David Schreiber Edward Jones
Elizabeth Schwinghammer Capital Investment Counsel
Kathleen Scott Cherry Hills Investment Advisors
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones Investments
Steve Setchfield Setchfield Associates
Lesley Shiffrin NTB Advisors
Jenna Short Edward Jones Investments
Robert Siegrist Janiczek amp Company
Scott Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
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2013 Five Star Wealth
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agers
FS 8 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
Award winners listed by primary services and listed alphabetically by last name
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Hartsell Soard Wells Fargo Advisors LLC
Tim Soderquist Morgan Stanley
Ann Sparks Wells Fargo Advisors LLC
Sharon Starkey Wells Fargo Advisors LLC
Carrie Steinert Colorado State Bank and Trust Page 25
Beth Stenz Edward Jones
Brenda Stokes-Dixon RBC Wealth Management
Julie R Stone Morgan Stanley
Bill Stordahl Stordahl Capital ManagementWells Fargo Advisors Financial Network LLC
Jeffrey Stotler Edward Jones
Paul Stratton Edward Jones
Adam Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Ted Swenson LPL Financial Page 28
Jeffrey Swingle Edward Jones
Mahone Tarrall New West Avisors
Scott Taylor Value Financial Advisers
Dustin Tidwell Latitude Financial Group
Kristy Tochihara Morgan Stanley Page 22
Richard Todd Innovest Portfolio Solutions
Andrew Torgerson Wells Fargo Advisors LLC
Vernon Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
David Twibell Custom Portfolio Group
Victor Walker Wells Fargo Advisors LLC
Jeff Warren Wells Fargo Advisors LLC
Richard Watson The Milestone Group
Ben Weaver BSW Wealth Partners
Robert Webster Webster Investment Advisors
Marcel Wehr Marc Wehr CPA
Richard Weintraub Meridian Wealth Management Page 20
Chad Williams CIMCO Private Wealth
Jason Williams Schwab Private Client Investment Advisory
Thomas Williams Wells Fargo Advisors LLC Page 28
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Yi-Chen Yang Independent Financial Group
Taylor Yionoulis Nolen Western
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Ali Yousaf Ameriprise Financial Services Inc
Michael Zahler Wells Fargo Advisors LLC
Curt Zeigler Capital Management Group
Jon Zeschin Essential Investment Partners
TaxationKirk Avery Kirk B Avery CPA
Marc Bradac Hanson amp Company CPAs
Timothy Bradley Bradley Consulting Group
William Brashier Brashier amp Foss CPA
Bill Brooks Bill Brooks CPA
Charles Bryson II Bryson Engelstad amp Company
Marilyn R Burnside Marilyn R Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey amp Company
Brent Corrigan Brinkerhoff Revenig amp Corrigan
Matthew Dumford Matthew E Dumford
Mona Feeley WhippleWood CPAs
Mira Fine Hein amp Associates Page 27
Brenda French Brenda A French CPA
Dan Giordano DCG CPAs
Cindy Gomerdinger Gomerdinger amp Associates
Scott Greiner Moye White
Dean Haave Dean Haave CPA
Kenneth Jackson Jackson amp Doerksen
Gary Jacobs Gary A Jacobs amp Associates
Damon Kaplan Kaplan amp Associates Page 27
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Steven Kreisman The Kreisman Group CPAs
James Leake James Leake CPA
Frank Mihoda Mihoda amp Company
Mark Moore Hanson amp Company CPAs
Robert Nadorff Marrs Sevier amp Company
Patricia OrsquoConnor OrsquoConnor amp Company CPAs
Dan Predovich Predovich amp Company Page 20
William Rooney GHP Horwath
Mary Ruparel Tobin Ruparel Konczak amp Mundell
Chris Russo Innovative Accounting Solutions
Kenneth Saliman Smith Brooks Bolshoun amp Company
Mark Sanders Mark L Sanders CPA
Michael Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
James Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates
Daniel Swires Daniel L Swires
Dave Taylor Anton Collins Mitchell
Jefferey Watkins EKSampH
Richard Whipple Jr WhippleWood CPAs
Gregory Zick Zick Business Advisors
Trust ServicesDaniel Rich Steele Street Bank amp Trust
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 9
Special advertiSing Section
Vasil W AllabashiComprehensive Financial Services and Wealth Management
Areas of Focus Comprehensive Financial Services Wealth Management Business Planning and Support Insurance Planning Retirement Planning
Left to right Seated Three-year winner Vasil W Allabashi CLU Lyle Domenitz LUTCFStanding 2011 winner Rico Nelson Rex Thatcher AAMS Robert Fillmore Jeremy Clark
bull Innovative wealth creation accumulation and spending strategiesbull Teams of specialists to coordinate your wealth with business estate and tax objectives
Wealth Strategies Group (formerly VW Allabashi amp Associates LLC) is a complete fi nancial services fi rm incorporating the unique insights developed by Vasil Allabashi during his 53 years in the insurance and fi nancial services industry A premier member of the Denver fi nancial services community since 1987 Wealth Strategies Group specializes in the development and enhancement of client planning by ensuring proper
coordination between all fi nancial assets With a senior management team of 15 WSG assists individuals families and business owners in navigating through all aspects of their fi nancial world employing a distinctive set of strategies and tools to create a clear and exciting map for building and protecting wealth
Wealth Strategies Group6455 South Yosemite Street Suite 300 bull Greenwood Village CO 80111
Phone (303) 770-9020 bull Fax (303) 488-9070wwwwealthsgcom bull wwwwealthsgcom
Securities productsservices and advisory services are offered through Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS)6455 S Yosemite Street Suite 300 Greenwood Village CO 80111 (303) 770-9020 Wealth Strategies Group is not an affiliate or subsidiary of PAS PAS is a member of FINRA SIPC
Neither PAS nor its subsidiaries agents or employees provide tax or legal advice you should consult your tax or legal advisor regarding your individual situation
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2013 Five Star Wealth
Man
agers
FS 10 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Bruce G Allen
Making Your Wealth Work for You
Two-year winner Bruce Allen President AIFAreg CIMAreg CPWAreg General Securities Principal
bull Independent consulting and unbiased advice
bull Comprehensive and ongoing investment management
bull Individualized strategies to achieve your fi nancial goals
We help clients clarify their goals and financial objectives to achieve financial independence
Bruce G Allen Investments LLC was created to serve as our clientsrsquo sole fi nancial advisor mdash as their personal CFO We help them unify the various pieces of their fi nancial puzzle creating an organized fi nancial plan to help our clients realize the
goals and aspirations of their lives We provide consistent and clear communication to monitor their progress and adjust to lifersquos changes
370 17th Street Suite 3580 bull Denver CO 80202Office (303) 592-5535 bull Fax (303) 592-5534
ballennationsfgcom bull wwwbrucegalleninvestmentscom
Investment and advisory products and services are offered through Nations Financial Group Inc Member FINRA SIPC a Registered Investment AdvisorBruce G Allen Investments LLC is a separate entity from Nations Financial Group Inc Availability of services is subject to applicable licensing requirements
Bruce G Allen Investments LLC
Two-
Year
Winn
ercopy Five Star
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 11
Special advertiSing Section
Destiny CapitalManaging Family Wealth for Generations mdash Since 1977
Counselors to Clients for More Than Just Finances
Left to right Jarrod Musick three-year winner Steve Musick Mabel Pirner Judd Kramer Pat Kramer Ken Crabb
bull Taking a holistic view your personal strategic plan is createdbull We help you achieve freedom by delegating execution of your strategy to usbull As an independent we are able to implement your strategy entirely in-house
Finances are complex and often chaotic At Destiny Capital we look beyond money to help you achieve fi nancial vitality We get to know the complete you mdash your history your present and your future Then through a combination of planning and asset management we bring order to your fi nances so you
can achieve a better quality of life You can always count on us to be here when you need us for valued counsel honest opinions or economic insight After all we believe therersquos more to a fi nancial advisor than strong performance and we will deliver more
13922 Denver West Parkway Suite 150 bull Golden CO 80401Office (303) 277-9977
infodccmailnet bull wwwdestinycapitalcorporationcom
Securities Offered through Destiny Capital Securities Corporation member FINRASIPC
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2013 Five Star Wealth
Man
agers
FS 12 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Pat A EricksonPlan Wisely bull Invest With Confi dence bull Enjoy Life
Securing Your Financial Future and Providing Peace of Mind
Left to right Seated Misty Oxford Brooke WalterStanding Katie Stone three-year winner Pat Erickson
bull More than 30 years of industry experiencebull Providing insight discipline and objectivitybull Protecting and preserving your family wealth
At Cascade we recognize that money means diff erent things to diff erent people No two investors are alike and no cookie-cutter approach will achieve the goals that are important to you Pat works with an expert team to design your unique road map to fi nancial security
950 17th Street Suite 950 bull Denver CO 80202 | 4710 Table Mesa Drive bull Boulder CO 80305Office (303) 292-1121 bull Toll-free (800) 353-0050
pericksoncascade-inccom bull wwwcascade-inccom
Securities offered through Cascade Financial Management Inc Member MSRBFINRASECAdvisory services offered through Cascade Financial Management Inc
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 13
Special advertiSing Section
G5 Financial GroupThe Power of Experience
Left to right Three-year winner Scott Forsyth CFPreg Managing Principal G5 Financial Group 2013 winner Lawrence Finch CPA Managing Principal G5 Financial Group
bull Comprehensive wealth management pre- and post-retirement income planningbull Financial planning proactive tactical asset management insurance planningbull Wealth accumulation preservation and transfer strategies
The G5 Financial Grouprsquos premise is simple yet rare combine many minds years of experience wisdom talent and skill in order to be more eff ective at solving your unique issues and better meet your needs With more than 20 investment and insurance professionals up and down the front range from
Colorado Springs to Fort Collins the G5 Financial Group off ers the full array of services found in the large national brokerage fi rms while still maintaining the personalized private attention expected from an independent advisor
5613 DTC Parkway Suite 1200 bull Greenwood Village CO 80111Office (303) 721-0691 bull Toll-free (888) 705-7604
scottforsythg5financialgroupcom bull larryfinchg5financialgroupcom bull wwwg5financialgroupcom
Securities and Advisory Services offered through Geneos Wealth Management Inc Member FINRASIPCAdvisory Services offered through G5 Financial Group RIA LLC and Financial Design and Management SEC-Registered Investment Advisors
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2013 Five Star Wealth
Man
agers
FS 14 mdash wwwfivestarprofessionalcom
Special advertiSing Section
The Hauer Group at Morgan StanleyAchieving Your Goals Is Our Objective
Comprehensive Wealth Management
Left to right Three-year winner Todd M Hauer CIMAreg Senior Vice President Wealth Advisor Tonya Krueger Senior Registered Associate Martin Agebrand CFPreg Financial Advisor
bull Helping you build your plan for tomorrow todaybull Investment advisory diversifi cation and hedging strategies tailored lendingbull Philanthropy and wealth transfer consulting
Your investments are not just about your money They are also about your hard work your dreams your aspirations your family and your future We are committed to understanding you your needs and objectives Together we will help you create a fi nancial strategy that addresses short- and long-term goals Then at every turn we will be here for you advising and adjusting strategies along the way
Todd is pleased to be selected for the Five Star Wealth Manager award a third consecutive year We are grateful to all our valued clients who made it possible
5251 DTC Parkway Suite 1500 bull Greenwood Village CO 80111Office (720) 488-2406 bull Toll-free (800) 347-5099
toddhauermorganstanleycom bull wwwmorganstanleyfacomtoddhauer
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 15
Special advertiSing Section
Kean O Boucher
A Comprehensive Independentand Unbiased Approach
bull Comprehensive wealth management
bull Personalized estate planning
bull Customized retirement strategies
Two-year winner Kean O Boucher Private Wealth ManagerLPL Branch Manager
Mitigating and managing risk is fundamental to any wealth management plan With you we will create strategies that position your assets to take advantage of opportunity and to help protect those assets should the investing environment deteriorate Boucher Wealth Management Group is a comprehensive fi nancial services fi rm committed to helping you improve your long-term fi nancial success through a rational and well-reasoned approach to wealth management and estate planning
4600 South Syracuse Street 9th Floor bull Denver CO 80237230 Center Drive bull Glenwood Springs CO 81601
Toll-free (800) 318-8840
keanboucherlplcomboucherwmgcom
Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor Member FINRASIPC Advertisement sponsored in part by Lincoln Financial Distributors
Two-
Year
Winn
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Daniel Cook and Jesse Morris
Helping Our Clients Navigate the Path to a Better More Secure Future
bull Providing customized fi nancial solutions
bull Passionately pursue excellence
bull Providing an exceptional client experience
Left to right 2013 winner Jesse Morris AIFreg CFSreg and two-year winner Daniel Cook AIFreg CFPreg
We are both honored to have received this award At Summit Wealth Group we believe fi nancial planning is not an end unto itself Rather by providing our clients with customized fi nancial solutions we help them pursue the real goal of achieving their hopes and dreams Whether it is spending more time with the grandkids becoming a ldquoscratchrdquo golfer or supporting a favorite charity Summit Wealth Group exists so our clients can devote their time and energy to pursuing life
9360 Station Street Suite 400 Lone Tree CO 80124
Offi ce (303) 688-6499
jmorrissummitwealthgroupcom dcooksummitwealthgroupcom
wwwsummitwealthgroupcom
Securities and Advisory Services offered through Commonwealth Financial Networkreg Member FINRASIPC a Registered Investment Adviser Fixed insurance products and services offered by Summit Wealth Group are separate and unrelated to Commonwealth
Two-
Year
Winn
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2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Special advertiSing Section
James M Graham IV
Passionately Enriching theLives of Our Clients
bull We off er a lifetime fi nancial-focusing program to help our clients make wise decisions with their wealth
bull Relationship capability confi dence
Left to right Je Shafer CPA Aaron Huntoon MBA CRPCreg Lene Graham two-year winner Jay Graham MBA CRPCreg
This recognition provides a unique opportunity to say thank you to our clients We greatly appreciate the confi dence you have placed in us and we are very mindful of the impact our work has on your fi nancial future Listening to your goals and dreams and then creating a customized fi nancial plan to give you a greater opportunity for success is extremely rewarding for us We look forward to continuing to help you build your fi nancial future
mdash With appreciation the McCrea Allen team
8055 East Tufts Avenue Suite 1400Denver CO 80237
Offi ce (303) 714-4761
jaygrahamLFGcomwwwmccreaallencom
James McCrea Graham IV is a registered representative of Lincoln Financial Advisors Corp Securities and investment advisory services offered through Lincoln Financial Advisors Corp a brokerdealer (member SIPC) and registered investment advisor Insurance offered through Lincoln affiliates and other fine companies CRN201308-2083990
McCrea Allen is not an affiliate of Lincoln Financial Advisors Corp
Two-
Year
Winn
er
The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately-held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Gary A Peterson CRPCreg Vice President ndash Financial Advisor Elyse Baker Registered Associate Manda Neuman Intern Ron A Zimmermann CFPreg CPWAreg Vice President ndash Financial Advisor
The philosophy of the Falcon Group with Five Star Wealth Manager Gary Peterson is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while providing our clients with an acceptable rate of return Generally we manage portfolios tactically to control risk and generate returns consistent with the customized goals and objectives of our clients
370 17th Street Suite 2800Denver CO 80202
Offi ce (303) 572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstances from an independent tax advisorcopy2013 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 17
Special advertiSing Section
Garret T Jett
Your Wealth Your FutureOur Focal Point
bull Disciplined investment approach based on modern portfolio theory overlaid with technical trend analysis security selection and a tactical allocation for a sophisticated approach to risk management
Left to right Two-year winner Ryan Murphy Kathleen Leopold four-year winner Garret T Jett Financial Advisor Associate Vice President APMASM Gregory Dexter
As a fi nancial advisor my mission is to help you plan for the fi nancial future you envision for yourself and your family My practice works with you to create a plan that simplifi es your overall fi nancial picture Our team uses todayrsquos technology to integrate a sophisticated wealth management program with an emphasis on risk management while striving to set ourselves apart from our competition The goal of this system is to provide you with the confi dence needed to navigate through the ldquonew-normal economyrdquo and prepare for the certainty of uncertainty in life We inform our clients on their investment options for the issues that matter most while adhering to our integrity and ethics
10375 Park Meadows Drive Suite 125Lone Tree CO 80124
Offi ce (303) 222-2612 Ext 2612Toll-free (800) 332-9222 Ext 2612
gjettampfcomameripriseadvisorscomgarrettjett
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Asset allocation does not assure a profit or protect against loss in declining markets
Jerry L Gruber
A Comprehensive Integrated Disciplined Approach
bull A strategy-fi rst approach
bull Dedicated and unbiased service and advice
bull Building lasting client relationships
Left to right Terri Tillotson Offi ce ManagerExecutive Assistant Jody Hinsey Partner 2013 winner Jerry L Gruber Certifi ed Wealth Strategist CLUreg ChFCreg CWS Owner Partner Mary Ann Perez Marketing Coordinator
We are an independent fi nancial planning fi rm and are not tied to any single company or product
The fi rst step in our relationship begins with developing a customized written strategy for each client Once we agree on your strategy we search the universe for the most appropriate fi nancial solutions for you Then we implement review and monitor the strategies to make sure you stay on track toward your personal and fi nancial goals and objectives
68 Inverness Lane East Suite 104Englewood CO 80112
Offi ce (303) 290-6113Toll-free (888) 290-6117
jgrubergreenbookwmcomwwwgreenbookwmcom
Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inccopy Five Star
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2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Johnson Host Investment Group
Expertise You Can Trust
bull Committed to placing our clients fi rst
bull Focused on retirement and income solutions
bull Working in partnership with our community
Left to right Shea Macias Senior Investment Associate four-year winner Charlie Host Associate Vice President ndash Financial Advisor2013 winner Jackie Johnson Vice President ndash Financial Advisor
At Johnson Host Investment Group we are dedicated to earning our clientsrsquo trust by taking the time to get to know them and their families We discuss what is important to them and utilize this information to build individualized wealth management plans that are as unique as they are
Jackie and Charlie both received the Five Star Wealth Manager award in 2013
1200 17th Street Suite 2200Denver CO 80202
Jackie Johnson (303) 595-1102Charlie Host (303) 595-1193Shea Macias (303) 595-1123
wwwjohnsonhostinvestmentgroupcom
Kummer Financial Advisors Team
Helping to Align Your Goals for a Successful Future
bull Creating ethical solutions for more than 26 years
bull Objective personal guidance holistic plannin g
bull Tailored wealth accumulation strategies
Left to right Phil Wilson Julie Fletcher four-year winner Patricia Kummer Greg Richards
A dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy
Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Our full-service team can provide personal attention to your specifi c needs
Our mission is to provide fi nancial services education and advice to professionals and families to better enable them to achieve peace of mind and fi nancial security
8871 Ridgeline Boulevard Suite 100 Highlands Ranch CO 80129
Phone (303) 470-1209
clientservicekummerfi nancialcom wwwKummerFinancialcom
Kummer Financial Strategies Inc is an independent Registered Investment Advisory firm
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 19
Special advertiSing Section
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCO ve-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the fi fth
straight year
4600 South Syracuse Street Suite 1060 Denver CO 80237
Offi ce (303) 757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
WINNER
Life Transition Planners
Innovative Solutions to Navigate Lifersquos Transitions
bull Caring experienced and dedicated
bull Solid principles sound strategies
bull Your goals our mission
Left to right Three-year winner Bob Holland CFPreg 2012 winner Deb Johnson ChFCreg CDFAtrade and ve-year winner Gary Sidder CFPreg
LTP is a fee-based comprehensive fi nancial planning and wealth management practice All of our clients get the benefi ts of a full fi nancial plan before we recommend any course of action beginning with the end in mind As fi duciaries we strive to place the interest of our clients ahead of our own at all times Building lasting relationships and helping our clients to meet their fi nancial and life goals such as wealth accumulation and retirement distribution strategies are the foundations of our practice We are passionate about educating our clients and helping them succeed
Life Transition Planners Inc7631 Shaff er Parkway Suite A bull Littleton CO 80127-3011
Phone (303) 933-6226 bull Toll-free (800) 926-3302
bobhollandlifetransitionplannerscomgarylifetransitionplannerscomdeblifetransitionplannerscomwwwlifetransitionplannerscom
wwwrhollandretirementtimecom
CERTIFIED FINANCIAL PLANNERtrade practitioner as authorized by the Certified Financial Planner Board of StandardsSecurities and Investment Advisory Services offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Life Transition Planners Inc
WINNER
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2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Daniel J Predovich
Solutions for Complexity
bull Tax planning and preparation
bull Accounting and bookkeeping
bull Financial services
Two-year winner Daniel J Predovich CPA CFE CFF CITP
We are privileged to live in Colorado and like our clients take full advantage of what Colorado has to off er This shared interest allows us to profoundly connect with clients We look forward to explaining to you the complexities of tax and fi nance in nontechnical terms We work side-by-side with your fi nancial advisors to manage your fi nancial world Our success is a direct measure of our large-fi rm resources molded around small-fi rm friendliness
1745 Shea Center Drive Suite 360 Highlands Ranch CO 80129
Offi ce (303) 791-3000Fax (303) 791-0665
JBolgrendpredovichcomwwwdpredovichcom
Two-
Year
Winn
er
Meridian Wealth Management
Unbiased and Independent
bull Working together on lifersquos ldquowhat ifsrdquo
bull Independence powered by LPL Financial
bull Trusted guidance exceptional service
Left to right Two-year winner Richard Weintraub three-year winner Richard Mowertwo-year winner Tanya Mathews four-year winner David Hansen
It is a great honor for all four partners in Meridian Wealth Management to again receive the coveted Five Star Wealth Manager award
As an independent fi rm we provide truly unbiased investment advice and highly personalized service Founded by seasoned and accomplished investment advisors our fi rm intentionally serves a limited number of valued clients Serving fewer clients lets us develop intimate relationships and create multigenerational trust
4430 Arapahoe Avenue Suite 210Boulder CO 80303
Boulder (720) 274-1656Denver (303) 357-4741
meridianteamcom
Securities offered through LPL Financial member FINRASIPC Investment advice offered through Meridian Wealth Management a registered investment advisor and separate entity from LPL Financialcopy Five
Star Pro
fessio
nal
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 21
Special advertiSing Section
Catherine Stahl Scheuber
You the Client Are the Greatest Asset in Our Business
bull Listening understanding implementing mdash our process
bull Trust confi dentiality quality service mdash focused on you
bull Let us assist you in your fi nancial journey
Left to right 2013 winner Catherine Stahl Scheuber CRPCreg 2009 winner Carshon Rodgers
It is an honor to receive this recognition With more than 30 years of experience in the fi nancial services industry I have navigated through numerous market cycles Together my clients and I have weathered the ups and downs It is managing
reasonable expectations that make us successful Thanks to each of you for your trust It is my passion to assist people in hopes of addressing their fi nancial goals I assist high-net-worth individuals and it is my pleasure
5201 South Yosemite Street Suite 201Greenwood Village CO 80111
Offi ce (303) 963-5705
catherinescheuberlplcom wwwcatherinescheubercom
Securities and Financial Planning offered through LPL Financial a registered Investment Advisor Member FINRASIPC
Sandon Purcell
A Team Approach to Assist
bull More than 60 years of combined experience
bull Multigenerational services
bull D ividend-oriented income strategies
Left to right Loretta Freelong Client Services Manager two-year winner Sandon ldquoSandyrdquo Purcell Branch Manager Daniel ldquoDanrdquo Andrews Financial Advisor
It is our mission to always be committed to our core values of client service integrity and honest advice Having the support of a large fi rm like Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone combined with our independent spirit we believe we are able to off er our clients the very best possible experience
Call us today for a complimentary fi nancial analysis
Purcell Capital Management5299 DTC Boulevard Suite 210Greenwood Village CO 80111
Offi ce (303) 800-3350Toll-free (888) 338-4713
sandonpurcellwfafi netcom wwwpurcellcapitalcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank
affiliate of Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0813-05666]
Two-
Year
Winn
er
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Profes
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2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Special advertiSing Section
TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Four-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Registered CSA
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 26 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 23 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120 Boulder CO 80302
Kristy (303) 545-1844Noel (303) 545-1845
kristytochiharamorganstanleycom wwwmorganstanleyfacomtochiharaculberso n
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Tom Stefaniak
Investing for Your Best Interest
bull Face-to-face meetings
bull Personalized fi nancial planning
bull Surge and protect investment strategy
2009 2010 2011 2012 and 2013 winner Tom Stefaniak
ldquoOn behalf of all of us at Pinnacle Wealth Management I would like to thank our clients for the trust they have placed in us We truly appreciate itrdquo mdash Tom Stefaniak
Tom Stefaniak is dedicated to developing long-term relationships to provide outstanding client service and accessibility to assist clients with a wide range of fi nancial needs
Tom Stefaniak has been a CERTIFIED FINANCIAL PLANNERtrade practitioner since 1990 and has more than 25 years of experience in the fi nancial services industry
2696 South Colorado Boulevard Suite 430 Denver CO 80222
Offi ce (303) 806-0988
tompinnaclewmcom wwwpinnaclewmcom
Securities offered through LPL Financial ndash Member FINRASIPC ndash Investment Advice offered through Pinnacle Wealth Management a Registered Investment Advisor and a separate entity from LPL Financial
WINNER
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 23
Special advertiSing Section
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce (303) 689-7424Toll-free (800) 991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 years I have been helping clients develop fi nancial planning strategies that address multigenerational planning as well as day-to-day needs My talented team and I strive to enhance our clientsrsquo abilities to make fi nancial and investment decisions
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Private Weath AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
WINNER
John Cox
370 17th St Ste 5100Denver CO 80202
Offi ce (303) 595-2125Toll-free (800) 767-9983johncoxmorganstanleycom
bull Discretionary active account managerbull Average relationship duration 19 yearsbull 30 years as an investment professional
Relationships for the Long Run
In this new era of economic uncertainty the traditional approach to long-term investing needs to be questioned With more than 30 years as an investment professional and asset manager John utilizes active management risk strategies and discipline to build and protect client assets This approach has resulted in relationships that last through generations Is active account management for you
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Portfolio Manager Financial Advisor
Transitions Wealth Management TeamWealth Management Through a
Comprehensive Five-Step Process
bull Simple and elegant wealth management
bull Disciplined approach to our process
bull Collaborative needs-based solutions
Left to right Five-year winner Bruce Bendell CPA PFS three-year winner Josh Lozow two-year winner Michael Simmons CFPreg four-year winner Richard Negreann CPA PFS
Transitions Wealth Management LLC assists those experiencing life transitions (widows divorce retirement inheritance and liquidity events) to make intelligent decisions with their fi nances through a comprehensive fi ve-step process We do this by acting as your personal wealth manager We use a consultative process to identify your current fi nancial situation and challenges and then design solutions intended to help you achieve your most important goals
8101 East Prentice Avenue Suite 800Greenwood Village CO 80111
Phone (303) 221-4867 Toll-free (800) 230-2941
infotransitionswmcom wwwtransitionswmcom
Registered Investment Advisor Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability Transitions Wealth Management LLC and the Five Star program are not affiliated
WINNER
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Profes
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2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340 Ext 2Direct (720) 209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
Personalized Financial Planning
Blending integrity hard work and a willingness to listen to each client like he or she is the only investor in the world Melissa Dyer is dedicated to assisting her clients in reaching their fi nancial goals She uses a hands-on approach when working with clients meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives Five Star Wealth Manager 2012 and 2013
Securities o ered through Raymond James Financial Services Inc Member FINRASIPC The Five Star award is bestowed by an independent third party organization not a liated with Raymond James
CERTIFIED FINANCIAL PLANNERtrade MBA
Two-
Year
Winn
er
Samantha Ediger
15 S Main StBrighton CO 80601
Offi ce (303) 659-5532samanthaledigerwellsfargocomwwwwfadvisorscomsamanthalediger
bull Honest well-thought-out advice bull Custom-tailored investment planning bull Client-focused relationship management
Client-Focused Wealth Management
During my 23 years in fi nancial services I have helped families grow wealth improve retirement lifestyles and preserve income I save you time simplify complex issues and help manage transitions
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC is a registered broker-dealer and a separate non-bank
affiliate of Wells Fargo amp Company Member SIPC [CAR 0813-04471]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor Assistant Vice President ndash Investments
Joseph Kozmata
Raymond James Financial Services 10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340
Josephkozmataraymondjamescom
RaymondJamescomJosephKozmata
bull Comprehensive wealth managementbull Investments tailored to clientsrsquo objectivesbull Personalized service
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade and Chartered Financial Analystreg credentials Joe focuses his eff orts on managing and preserving his clientsrsquo wealth for their fi nancial future He works with his clientsrsquo CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 and 2013
Securities offered through Raymond James Financial Services Inc Member FINRASIPC This Five Star Wealth Manager award is bestowed by an independent third party
organization not affiliated with Raymond James
CFPreg CFAreg
Two-
Year
Winn
er
Gary Mangelsdorf
LPL Financial 14143 Denver W Pkwy Ste 510 Golden CO 80401
Offi ce (303) 393-2378
garymangelsdorflplcom wwwColoradoFinancialPartnerscom
bull Comprehensive fi nancial planning bull Unparalleled client service bull Solid unbiased advice
Your Needs Come First
In todays complex fi nancial environment timely insights and prudent guidance are essential for eff ectively managing personal assets and achieving fi nancial success Over the past 25 years Gary has developed a proprietary asset-allocation model designed to match a clients short- and long-term goals with their tolerance to risk His dedication and experience can help you pursue greater fi nancial well-being Contact Gary today for a free no-obligation consultation
Securities and Financial Planning offered through LPL Finanical a Registered Investment Advisor Member FINRASIPC
Financial Advisor
WINNER
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 25
Special advertiSing Section
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80206Phone (303) 331-6434elizabethoingfpcomwwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
Integrity bull Excellence bull Commitment
Elizabeth has an impressive reputation for objective intelligent highly-personalized service Her integrity and experience enable her to deliver eff ective plans that refl ect her clientsrsquo values personal objectives and long-term goals Her breadth of knowledge makes her a trusted fi nancial advisor able to inform motivate and advise clients so they are best positioned for success and peace of mind
Securities and investment advisory services o ered through ING Financial Partners Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by ING Financial Partners
Financial Advisor MBA University of Colorado
Mark Sindrich
1490 South Pearl St Denver CO 80210 Offi ce (303) 744-8899 Toll-free (800) 825-8259 infosindrichcom wwwsindrichcom
bull Clarity confi dence consensus accountability bull Answers to the ldquowhat ifsrdquo that keep you up at night bull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions to each of our clientrsquos unique fi nancial needs that are clear and simple We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Sindrich amp Associates or
Five Star Professional NFP Securities Inc does not provide legal or tax advice
CERTIFIED FINANCIAL PLANNERtrade
Carrie Steinert
1600 Broadway Denver CO 80202 Direct (303) 864-7264 Cell (303) 507-4644 csteinertcsbtcom wwwcsbtcom
bull Relationships built on trust integrity and objective advice bull Customized wealth management solutions bull Easy-to-understand fi nancial strategies
Long Live Personal Relationships
Carrie off ers an array of comprehensive wealth management services designed to meet the needs of high-net-worth individuals families and business owners Every client enjoys a one-on-one relationship to address individual fi nancial priorities For more than 20 years Carrie has delivered an experienced disciplined approach to providing customized solutions for clients Call Carrie Steinert to discuss your fi nancial future
copy2013 Colorado State Bank and Trust a division of BOKF NA Member FDIC Equal Opportunity Lender
Vice President Client Advisor CTFA Series 7 66 ndash IAR Ins
S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce (303) 200-1441Cell (719) 210-6817toddwarburtonraymondjamescom
FrontRangeFinancialConsultingcom
bull Retirement planning bull Custom portfolio management bull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President ndash InvestmentsBranch Manager
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2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Special advertiSing Section
8742 Lucent Blvd Ste 600 Highlands Ranch CO 80129 Office (303) 305-5446 randyandersonaxa-advisorscom wwwrjandersonfinancialcom
Randy J Anderson
I provide financial services to help people clarify and define their financial goals recommend strategies that fit their needs and monitor their financial progress
Randy Anderson o ers securities through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity and
insurance products o ered through AXA Network LLC RJ Anderson Financial LLC is not owned or operated by AXA
Advisors or AXA Network AGE-80340(0912)(exp0914)
Financial Professional CFPreg
WINNER
5105 DTC Pkwy Ste 316Greenwood Village CO 80111Office (303) 220-5525 Toll-free (800) 898-5450willisintegrafinancialwswwwintegrafinancialws
Willis Ashby
With more than 30 years of experience Willis offers trusted personalized and value-based financial planning services to help you achieve your goals and minimize risk throughout the changing stages of your life As an independent advisory firm there are no conflicts of interest with banks or a brokerdealer We work only for you
President and CFPreg
4643 S Ulster St Ste 1350Denver CO 80237Office (303) 200-1440Cell (303) 829-4790PaulaBoykaraymondjamescomFrontRangeFinancialConsultingcom
Paula Boyka
Understanding your visionWe believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of appropriate asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President Investments
14143 Denver W Pkwy Ste 510 Golden CO 80401 Direct (303) 942-1717 Office (720) 445-7294 christopherbruhllplcom wwwmyfinancialdynamicscom
Christopher P Bruhl
Our goal at Financial Dynamics LLC is to coordinate both investment and risk management strategies crafting effective multidisciplinary financial plans for business owners self-employed professionals and their key people
Securities amp Financial Planning o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Wealth Advisor ChFCreg CLUreg CFPreg
50 S Steele St Ste 850Denver CO 80209Office (303) 377-7327Phone (800) 313-7239barrybrunerwedbushcom
Barry Bruner
Barry helps his clients achieve their financial g o a l s b y d e s i g n i n g i nv e s t m e n t a n d retirement strategies specific to their needs and objectives He focuses on building long-term relationships with his clients while consistently using a prudent approach to investing
wwwwedbushcom | Member NYSEFINRASIPC
Senior Vice President Investments
Two-
Year
Winn
er
2229 S Joliet WayAurora CO 80014Direct (303) 306-6639katiecollinslplcomwwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 29 years of experience Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
650 S Cherry St Ste 710Denver CO 80246Phone (303) 355-8500frankcoloradoelderlawcom
Frank J Danzo III
Frank has committed his law practice to planning and implementing specialized estate plans for individuals and families Frank is a member of the trust and estate and elder law sections of the Colorado Bar Association and the Denver Estate Planning Council
EstateBusiness Planning Elder Law
370 17th St Ste 2800Denver CO 80202Phone (303) 572-4825phildispensemorganstanleycom
Phil Dispense
Phil has 17 years of experience in retirement planning custom portfolio management and company retirement plansFive Star award winner 2009 ndash 2013
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor CFPreg Chartered Retirement Plans Specialist
WINNER
Daniel C Doherty PC 357 Main StLongmont CO 80501Phone (303) 532-2880Fax (303) 532-2990danieldohertylawcom
Daniel C Doherty
Dan specializes in estate gift and income tax law the law of wills trusts and estates estate planning probate and trust settlement guardianship and conservatorship business formation planning and succession and charitable gifting and asset preservation strategies
JD LLM
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 27
Special advertiSing Section
7979 E Tufts Ave Ste 715Denver CO 80237Office (303) 689-7465patrickjanssenampfcom ameripriseadvisorscompatrickjanssen
Patrick H Janssen
As a Financial Advisor with a Certified Divorce Financial Analyst designation my goal is to help my clients succeed through the complex financial change and recovery that divorce can create
Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise
Financial Services Inc Member FINRA and SIPC
MBA CDFAtrade
3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom
Laurence J Kandel
On behalf of the entire firm I would like to thank our wonderful clients for their continued loyalty and partnership I look forward to our ongoing relationships and find them extremely rewarding
At Obermeyer Asset Management Company we are deeply committed to delivering a highly individualized approach and
sound thoughtful investment advice designed to preserve and grow our clientsrsquo net worth
Vice President Investments and Client Advisory
Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom
Damon L Kaplan
Thank you for this prestigious honor Dedication to clients is the foundation for building long-term relationships and strong partnershipsOur areas of focus include personal business and bankruptcy taxation estatebusiness planning
CPA
7400 E Orchard Rd Ste 120 Greenwood Village CO 80111 Phone (303) 683-9555 wnoycejrwalnutstreetcom
Bill Noyce
As an investment advisor representative with Walnut Street Securities Bill has built his practice around helping clients define achieve and grow their individual financial aspirations
Securities and investment advisory services o ered through registered representatives and investment advisor representatives
of Walnut Street Securities Inc Member FINRASIPC
Investment Advisor Representative
Hall amp Evans LLC1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom
Joyce H Nakamura
With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives Her areas of focus include estate planning trust and estate administration litigation and charitable and business succession planning
WINNER
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office (720) 836-4534
David W Moritz
I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg
1999 Broadway Ste 4000Denver CO 80202Office (303) 298-9600mfineheincpacomwwwHeinCPAcom
Mira Fineacute
Mira provides tax planning and compliance services to family business trusts and estates She assists clients with significant transactions retirement planning succession planning executive compensation planning estate planning exit planning and entity structuring and planning
National Director of Tax Operations
2000 S Colorado BlvdSte 2-630Denver CO 80222Phone (303) 779-2524sgordoncornerstoneassetscomwwwcornerstoneassetscom
Stephen Gordon
Long-term client relationships based on customized planning wealth management s t r a t e g i e s a n d p r o a c t i v e o n g o i n g maintenance Stephen has more than 17 years of experience providing financial services with an independent firm Investment Advisory Services o ered through CUE Financial Group Inc
an SEC-Registered Investment Advisor Branch o ce of and securities o ered through Foothill Securities Inc member FINRASIPC
President Registered Principal
WINNER
LPL Financial5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski
Tom Obarski
Thank you for this award for five years in a rowOur focus working toward the protection of retirement assets and investment education
Securities o ered through LPL Financial Member FINRASIPC
LPL Branch Manager
WINNER
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2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
Year
Winn
er
14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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Profes
sional
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Profes
sional
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Profes
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Profes
sional
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Profes
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Profes
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Profes
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sional
2013 Five Star Wealth
Man
agers
FS 2 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Wishful thinking is not planning If you plan for the worst you will never be unpleasantly surprisedrdquo
What matters most is how you recover from setbacksrdquo
Only invest in something that you understandrdquo
Insights from Five Star Wealth Managers
Clients donrsquot care how much you know until they know how much you carerdquo
bull Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers
bull The Five Star award is not indicative of the wealth managerrsquos future performance bull Wealth managers may or may not use discretion in their practice and therefore may not manage
their clientsrsquo assets bull The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed
as an endorsement of the wealth manager by Five Star Professional 5280 magazine or ColoradoBiz magazine
bull Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future
bull Five Star Professional is not an advisory firm and the content of this article should not be considered financial advice For more information on the Five Star award and the researchselection methodology go to wwwfivestarprofessionalcom
bull (1) 2083 award candidates in the Denver area were considered for the Five Star Wealth Manager award 607 (approximately 30 percent of the award candidates) were named 2013 Five Star Wealth Managers
DiSCloSureSresearch
2013
The Five Star award goes to less than 7 percent of wealth managers
Award candidates who satisfied 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services were named 2013 Five Star Wealth Managers(2)
Eligibility Criteria ndash Required(3)
1 Credentialed as an investment advisory representative (IAR) a FINRA-registered representative a CPA or a licensed attorney
2 Actively employed as a credentialed professional in the financial services industry for a minimum of five years
3 Favorable regulatory and complaint history review(4) 4 Fulfilled their firm review based on internal firm standards 5 Accepting new clients
Evaluation Criteria ndash Considered(3)
6 One-year client retention rate (the average one-year client retention rate of this yearrsquos award winners is more than 96 percent)
7 Five-year client retention rate 8 Non-institutional discretionary andor non-discretionary client assets administered (this
yearrsquos award winners administer an average of $101 million in client assets)9 Number of client households served (on average this yearrsquos award winners serve 260
households)10 Education and professional designations
oF aWarD WinnerSDetermination
(2) Wealth managers were required to certify that any information they provided was accurate (3) Criteria 4 8 and 9 do not apply to attorneys or CPAs(4) As defined by Five Star Professional the wealth manager has not
bull Been subject to a regulatory action that resulted in a license being suspended or revoked or payment of a fine bull Had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or
Five Star Professionalrsquos consumer complaint processbull Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority bull Filed for personal bankruptcybull Been convicted of a felony
Five Star Professional conducts a regulatory review of each nominated wealth manager using the Investment Adviser Public Disclosure (IAPD) website Five Star Professional also uses multiple supporting processes to help ensure that a favorable regulatory and complaint history exists Data submitted through these processes was applied per the above criteria
bull Each wealth manager who passes the Five Star Professional regulatory review must attest that they meet the definition of favorable regulatory history based upon the criteria listed above
bull Five Star Professional promotes via local advertising the opportunity for consumers to confidentially submit complaints regarding a wealth managerbull Five Star Professional contacted approximately 1 in 12 households identified as having a high propensity to use the services of wealth managers in order to provide consumers the
opportunity to submit complaints regarding a wealth manager More than 30000 households in the Denver area were contacted
The Five Star Wealth Manager selection criteria were updated for the 2012 award year 2005 ndash 2011 Five Star Wealth Managers scored highest in overall satisfaction based on feedback from clients peers and industry experts No more than 7 percent of wealth managers receive the award each year Contact Five Star Professional at infofivestarprofessionalcom for additional information regarding the selection process for 2005 ndash 2011 award winners
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2013 Five Star Wealth
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agers
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Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Business PlanningAmanda Arthur 401k Squared
James Brubaker Exit amp Retirement Strategies
Jay Cohen Koll Gidan Cohen amp Company
Mark Goodside Retirement Solutions of Colorado
Jerome Karsh Karsh Consulting
Greg Livin Bradley Consulting Group
Tad Lyle Planning Resources
Ronald Seigneur Seigneur Gustafson
Thomas Straight First Financial
Bernie Taillon Triad Financial Group
Kerry Walker Business Owner Solutions
Estate PlanningMark Arlen Lincoln Financial Advisors
Theodore Atlass Atlass Professional Corporation
Scott J Atwell Scott J Atwell Attorney
Roxie Bernard Antonio Bates Bernard Professional Corporation
Michael Bland Bryan Cave
Mark Boscoe Ryley Carlock amp Applewhite
Richard Bowers Doussard Turner amp Bowers
Karen Brady Karen Brady amp Associates
Preston Branaugh Branaugh Law Offices
James W Buchanan Buchanan amp Stouffer
Douglas Cain Sherman amp Howard
William Callender Lincoln Financial Advisors
Denis B Clanahan Clanahan Beck amp Bean
Frank Danzo Chayet amp Danzo Page 26
Louis Davis Louis J Davis
Claire E Dineen Law Offices of Claire E Dineen
Daniel Doherty Daniel C Doherty Page 26
Michael Dolan Dolan amp Associates
Stephen Donelson Donelson Ciancio amp Grant
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Stewart Fleisher Elder Law Attorneys
Susan Goddard Goddard amp Goddard
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
Matt Groves Groves Law
Kip Holdren AXA Advisors
Laurie Hunter Wade Ash Woods Hill amp Farley
Erica Johnson Ambler amp Keenan
Reid Johnson MBA Wealth Management
Philip Keenan Ambler amp Keenan
William Krems Davis Graham amp Stubbs
Andrew Kroll Kroll Law Offices
James Littlepage James A Littlepage
Harley Look Katz Look amp Onorato
Mark Masters Lockwood amp Masters
Nathan Merrill Goodspeed Merrill amp Benson
James Morgan James H Morgan
Joyce Nakamura Hall amp Evans Page 27
David Osterman Osterman Law Firm
Kristin Pineiro Wallace Scott
Robert Preeo Preeo Silverman Green amp Egle
Patrick Schilken Patrick A Schilken
Timothy Scott Wallace Scott
Raymond Sutton Jr Baker Hostetler
Donald Thacker Denver Retirement Partners
Stephanie Tuthill Tuthill amp Hughes
Arnold Wegher Wegher amp Associates
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 28
Financial PlanningChad Aaberg Thrivent Financial
Dale Anderson DLA amp Company
Randy Anderson RJ Anderson Financial Page 26
Joel D Andrews Joel D Andrews
Valerie Antonioli Cherry Hills Investment Advisors
Craig Arfsten Prosperion Financial Advisors
Colleen Askew Knopinski amp Fauver Financial Advisors
Daniel Austin Thrivent Financial
Susan G Baldwin AXA Advisors
Ali Barghelame Barghelame Wealth Advisors
Linda Barker Ethos Financial PartnersAmeriprise Financial Services Inc
John Barry Barry Financial Services
Bob Bastiaans RH Bastiaans amp AssociatesAmeriprise Financial Services Inc Page 23
Bruce Bendell Transitions Wealth Management Page 23
John Bennett First Command Financial Planning
A Raymond Benton Lincoln Financial Advisors
David Billingslea Ameriprise Financial Services Inc
Matthew Blake My Portfolio Guide
Thomas Boh Robert W Baird
Lisa Bond First Financial
Steve Booren Prosperion Financial Advisors
Kean Boucher Boucher Wealth Management Group Page 15
Zachary Bouck Denver Wealth Management
Paula Boyka Raymond James amp Associates Page 26
Michael Broker Trilogy Financial Services
Mark Brown Brown amp Tedstrom
Michael Brown Morgan Stanley
JA Tyler Browning II The Browning Group
Rich Broyles Ameriprise Financial Services Inc
Stephen Brubaker Exit amp Retirement Strategies
Christopher Bruhl Financial Dynamics Page 26
Thomas Brunz Alliant Retirement and Investment Services
Erwin Buck Asset One
Christopher Burtraw Prestige Wealth Management Group
Henry Carpenter Ameriprise Financial Services Inc
Matthew Carpinelli AFC Wealth Management Group
Madison Carter Morgan Stanley
Dan Cass Cuso Financial Services
Karlton Childress Sharkey Howes amp Javer
Ronald Colson Colson Financial Group
Daniel Cook Summit Wealth Group Page 15
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2013 Five Star Wealth
Man
agers
FS 4 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Richard Costner G5 Financial Group
Benita Creacy DC amp AssociatesAdvanced Financial Solutions
Kevin Cross Charles Schwab amp Company
Carter Dammen Morgan Stanley
Seth Davis RMB Capital Management
Jordan Dechtman Jordan Dechtman Wealth Management
Clinton Demming The Holben Group
Louis DeNiro Ameriprise Financial Services Inc
John Diak Oatley amp Diak
Robert Dietz RBC Wealth Management
Ben DiSalle JP Turner amp Company
Phil Dispense Morgan Stanley Page 26
Jeffrey Donahue Donaco Financial
Robert Douglass Douglass Financial Group
Kathleen Drake Ameriprise Financial Services Inc
Pam Dumonceau Consistent Values
Robert Eberhardt AampI Financial Services
Deborah Eggleston Wealth Concepts
Gene Fahlsing Capital Financial Services
Raeyane Farrell Ameriprise Financial Services Inc
Alexander Feick Paragon Capital Management
Lawrence Finch G5 Financial Group Page 13
Nelisha Firestone Firestone Financial Group
Keith Fisher Financial Designs
Tamara Fontenot Ameriprise Financial Services Inc
Scott Forsyth G5 Financial Group Page 13
Elyse Foster Harbor Financial Group
Gustin Fox-Smith Fox-Smith Wealth Management
Keree Frakes MetLife Resources
Mark Fuhrman LPL Financial
Matthew Gehring Summit Wealth ManagementAmeriprise Financial Services Inc
Kimberly Gieseler Colorado Financial PartnersLPL Financial
Stephen Gordon Cornerstone Asset Management Page 27
Gerald Graham The Timberline Group
James Graham IV Lincoln Financial Advisors Page 16
Janet Greiner American Zang Investment Council
Rodney Greiner American Zang Investment Council
Aaron Grey Denver Money Manager
Robert E Grey Denver Money Manager
Whitney W Grimm Summit Wealth ManagementAmeriprise Financial Services Inc
Jerry Gruber Greenbook Wealth Management Page 17
Mimi Hackley Sharkey Howes amp Javer
Chad Harmon AampI Financial Services
Roger Harris R Kent Harris amp Associates
Christopher Hassett Eagle Strategies
Joshua Hattig Hattig Financial Company
Lynn Hendricks Hendricks Financial Services
Lisa Henning New York Life
Stephanie Herdahl The Financial Group
Jeffrey Hill Global Wealth Management GroupLPL Financial
Jennifer Hilts First Command Financial Planning
Robert Hochstadt GHP Investment Advisors
Robert L Holland Jr Life Transition Planners Page 19
Kevin Hollis First Command Financial Services
Guy Holman TCI Wealth Advisors
Greg Horstman Prosperion Financial Advisors
Brett Howard Cherry Street Partners
Lawrence Howes Sharkey Howes amp Javer
Phil L Jacobson Synergy Financial Partners
Patrick Janssen Ameriprise Financial Services Inc Page 27
Joel Javer Sharkey Howes amp Javer
Karen Jessey Wealth Strategies Group
Andy Kark MZ Kark amp Associates
Marvin Kark MZ Kark amp Associates
David Keller Wealth Strategies Group
Jonathan Kelley Hinds Financial Group
Matthew Kelley Gold Medal Waters
Rebecca Kennedy Brown amp Tedstrom
Gary Keyfauver Raymond James
Harold Kirschner Sharkey Howes amp Javer
Cain Kobert Rocky Mountain Wealth Management
Nathanael Koch Causey Demgen amp Moore
Christopher Kolker AXA Advisors
Patricia Kummer Kummer Financial Strategies Page 18
Tina Kvitek Thrivent Financial
Paul Lambert Cherry Street Partners
Neal Landauer Cetera Advisors
Bruce Larsen Presidential Brokerage
Ken Larson RBC Wealth Management
Chad Leigh Exit amp Retirement Strategies
Peter Lengsfeld Presidential Brokerage
Richard Levine Synergy Financial Partners
David Loos Charles Schwab amp Company
Ronald Lottridge Catalyst Financial Strategies
Josh Lozow Transitions Wealth Management Page 23
Andy Lyford Charlton Investment Services
Tupper MacDowell Robert W Baird
Joel Martin Denver Money Manager
Marla Mason Presidential Brokerage
Nicole May Ameriprise Financial Services Inc
Cris McBride NFP Securities
Colin McCoy GCG Financial
Mark McCulloch Morgan Stanley
Michael McDonald LPL Financial
Terry Melonakis Melonakis Financial
Salvatore Miceli Miceli Financial Planning
Joe Michalski Focused Money Advisors
Ann Marie Milinazzo Hadad-Milinazzo Financial Group
Jon Moore Moore Financial Group
David Moritz Ameriprise Financial Services Inc Page 27
Jesse Morris Commonwealth Financial Network Page 15
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 5
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
David Morrison Prosperion Financial Advisors
Angela Mueting Thrivent Financial
Ryan Murphy Ameriprise Financial Services Inc Page 17
Jay Murray RM Infinity Advisors
Steven Musick Destiny Capital Page 11
Leslie Myers Myers Financial Limited
Thomas Nazzaro American Portfolios Financial Services
Neil Nichols Intentional Wealth
Amy Noel Amy Noel
Patrick Nolen Nolen Western
Sarah Nowfel First Financial Equity CorporationNowfel Private Wealth Management
Elizabeth OrsquoDonnell OrsquoDonnell Wealth Management Page 25
Karen Ogard Robert W Baird
Sean OrsquoNeill Raymond James Financial Services
David Partheymuller Normandy Group
Roy Persky LPL Financial
Gary Peterson Morgan Stanley Page 16
Russell Petrin Morgan Stanley
Alan Piehl Alan R Piehl CPA
Mary Pierce Ameriprise Financial Services Inc Page 28
Sybil Praski Prosperion Financial Advisors
Hannah Raynes Trilogy Financial Services
James Reinig Reinig amp Associates
David Repka Creative Financial Solutions
Nick Richtsmeier Trilogy Financial Services
Steven Ringquist Raymond James amp Associates
Bret Roberts Morgan Stanley
Keith Robinson Morgan Stanley
Jonathan Roder RBC Capital Markets
Daniel Rosenthall Janiczek amp Company
Kevin Ruebesam Thrivent Financial
Karen Salvatore Shine Investment Advisory Services
James Scatena RBC Wealth Management
Kara Sekavec LPL Financial
David Shapiro Charter Financial Resources
Eileen Sharkey Sharkey Howes amp Javer
Andrea Shortino Ameriprise Financial Services Inc
Gary Sidder Life Transition Planners Page 19
Michael Simmons Transitions Wealth Management Page 23
Mark Sindrich Sindrich amp Associates Page 25
Mark Smith MJ Smith amp Associates
David Sogge RBC Wealth Management
Erik Sorenson Aspen Wealth Management
Gerda Spears RBC Wealth Management
Paul Staib Staib Financial Planning
Keith Stechmesser Thrivent Financial
Thomas Stefaniak Pinnacle Wealth Management Page 22
David Stevens Irongate Financial Services
Carol Sutterfield Capital Evolution Group
Eric Swope Ameriprise Financial Services Inc Page 28
Marilynne Tarrall New West Advisors
Peter Tedstrom Brown amp Tedstrom
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Scott Thisted Bank of AmericaMerrill Lynch
Kris Tower American Portfolios Financial Services
Deborah Towers Towers Wealth Managment
Jennifer Trembley Ethos Financial PartnersAmeriprise Financial Services Inc
Robert Tremlett Charles Schwab amp Company Page 28
James Urbonas Ascent Financial Advisors
Thomas Valdez LPL Financial Corporation
Vince Valentine First Financial Strategies
Ann Vanderslice Retirement Planning Strategies
Jack Venable Ethos Financial PartnersAmeriprise Financial Services Inc
Carin Wagner GHP Investment Advisors
Rhonda Wagner Ameriprise Financial Services Inc
Damian Walsh Walsh amp AssociatesAmeriprise Financial Services Inc Page 28
Nathan Wangerin Thrivent Financial
Sterling Warburton Raymond James Page 25
Kenneth Warner Ameriprise Financial Services Inc
Marilyn Weaver Presidential Brokerage
Daniel Weeks Charles Schwab amp Company
Edward White III Moye White
Brenda Wille-Cope First Financial Strategies
Brian Williams GampW Wealth Management
Craig Williams Williams Investment Network Page 28
Lucila Williams ISIS Financial Group
Diane Zing Trilogy Financial Services
InsuranceVasil Allabashi Wealth Strategies Group
Page 9
John Phillips New York Life Insurance Company
InvestmentsRobert Adams The Milestone Group
Bruce Allen Bruce G Allen Investments Page 10
Candace Allen Wells Fargo Advisors LLC
Steve Allender Aspen Creek Investments
Thomas Alley Morgan Stanley
Philip Almon Wells Fargo Advisors LLC
Gregory Anderson Granderson Wealth Management Group
Doug Applegate Edward Jones
John Arnold Wells Fargo Advisors LLC
Willis Ashby Integra Financial Page 26
Mark E Autterson WIN Wealth Management
Stephen Avis Wells Fargo Advisors LLC
John Baker Morgan Stanley
Haden Barber Oppenheimer amp Company
Mark Barczuk Wells Fargo Advisors LLC
Jeffrey Bartleson Ameriprise Financial Services Inc
Gordon Bauer LPL Financial
Thomas Baumler Asset One
Andy Beasley The Milestone Group
Eric Bench Wells Fargo Advisors LLC
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agers
FS 6 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Brad Bickham Sargent Bickham Lagudis
Jarrod E Biebel Wells Fargo Advisors LLC
Randall Bills Wealth Strategies Group
Ken Blair Edward Jones
Patrick Bloomfield Bloomfield Asset ManagementWells Fargo Advisors Financial Network LLC
Donna Boender Wells Fargo Advisors LLC
Sally Brandt-Lieb Focused Money Advisors
Barry Bruner Wedbush Securities Page 26
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
Tim Butler Robert W Baird amp Company
James Callahan Janiczek amp Company
Douglas Campbell Wells Fargo Advisors LLC
Khankeo Campbell Wells Fargo Advisors LLC
Robert Campbell Wells Fargo Advisors LLC
Timothy Canfield Key Investment Services
Dominic Capuano Robert W Baird amp Company
Mark Christofferson Wells Fargo Advisors LLC
John Claxton RBC Wealth Management
Margaret Colbert Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 26
John Connell Causey Demgen amp Moore
William Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
David Cooper Edward Jones
Tony Coppola The Milestone Group
John Cormey CoBiz Wealth
Jonathan Cox Morgan Stanley Page 23
Thomas Coxhead RBC Wealth Management
John Crumplar Wedbush Securities
Meagan DrsquoAngelo Sargent Bickham Lagudis
Jim Davis Primerica
Lee Ann Day LPL Financial
Patty Delucas Wells Fargo Advisors LLC
Christine DeRose RBC Wealth Management
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Dickey The Investors New StandardINS Capital Management
Angus Dillon Wells Fargo Advisors LLC
Neil Draxler Edward Jones
Stephen Dreiling Capital Investment Counsel
Mark Duffy Denver Retirement Partners
Steve Durman Wells Fargo Advisors LLC
Todd Dussex LPL Financial
Melissa Dyer Raymond James Financial Services Page 24
David Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC Page 24
Michael D Edwards Morgan Stanley
Steven Ehrman LPL Financial
Michael Elam Charles Schwab amp Company
Bret Elliott Elliott Financial
Steven Ellis Colorado Capital Management
Pat Erickson Cascade Financial Management Page 12
Chad Ernzen The Mutual Fund Store
Galina Esterby Morgan Stanley
Scott Farrar Centric Investment Group
Robert Farris Wells Fargo Advisors LLC
Rob Fauver Knopinski amp Fauver Financial Advisors
Robert Fillingham RBC Capital Markets
David Findlow Charles Schwab amp Company
Richard Fishel The Fishel Group
Thomas Fitzgerald RBC Wealth Management
Harvey Friedentag Friedentag Portfolio Management
Brian Friedman GHP Investment Advisors
Maurice Frilot Wells Fargo Advisors LLC
Mark Frohlich Wells Fargo Advisors LLC
Jonathan Fung Bernstein Global Wealth Management
Ian Gardenswartz Ian D Gardenswartz amp Associates
Marc Gaudreault Western Wealth Management
G Gervasini Wakefield Asset Management
Dave Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Kevin Goldin Morgan Stanley
Richard Gongorek Wells Fargo Advisors LLC
Mark Griffin Wells Fargo Advisors LLC
David Groat Groat amp Soucie
Randy Grose Cherry Creek Retirement Advisors
George Gumbiner Marathon Investment Management
Melanie Hanby Asset One
David Hansen Meridian Wealth Management Page 20
Ted Harris The Milestone Group
Robert Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley Page 14
Katherine Heidtbrink Wells Fargo Advisors LLC
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Jade Holt Charles Schwab amp Company
Charlie Host RBC Wealth Management Page 18
Jeffrey Huff Redpoint Capital ManagementWells Fargo Advisors Financial Network LLC
Jonathan Hume AXA Advisors
Cathy Anderson Hyams RBC Wealth Management
Joseph Janiczek Janiczek amp Company
Eric Jasper Edward Jones
Frederic Jauch RBC Wealth Management
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 17
Douglas Johnson Financial Security Management
Jacqueline Johnson RBC Wealth Management Page 18
Joel Johnson Capital Investment Counsel
Patrick Jolliffe Jolliffe Capital
Steven Jones Tenacity Investment GroupRaymond James
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 7
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Laurence J Kandel Obermeyer Asset Management Company Page 27
Shawn Kelly Townsend Retirement Specialists
Larry Koenigsberg Raymond James
Eric Koeplin The Milestone Group
Scott Koplar Ameriprise Financial Services Inc
Joe Kozmata Raymond James Financial Services Page 24
David Kraatz Morgan Stanley
Andrew Krantz RBC Wealth Management
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Nathan Kubik Carnick amp Kubik
Timothy Kuhlman Morgan Stanley
Porter Landreth Asset One
Dan Large Edward Jones
Daniel Lassen Ameriprise Financial Services Inc
Lori Lawrence Western Equity Group
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
John Lickly First Financial Strategies
Mark Liley Wells Fargo Advisors LLC
Lisa Lo RBC Wealth Management
Christopher Long Charles Schwab amp Company
Christopher Lynett Wells Fargo Advisors LLC
Peter MacMillan Edward Jones Investments
Adam Makkai Makkai Capital Management
Gary Mangelsdorf LPL Financial Page 24
Manuel Martinez Wells Fargo Advisors LLC
Quinn Martinez Clear Creek Investment Services
Michael Massey Edward Jones
Tanya Mathews Meridian Wealth Management Page 20
Roger Maurer Maurer amp Associates Capital Management Page 19
John McCorvie Peak Asset Management
Janet McCoy Seal Financial Services
Chad McDonnell Denver Investments
Brian McDowell Capital Investment Counsel
Richard C McDowell Jr Richard C McDowell Jr
David McKinlay David W McKinlay
Craig Miller Morgan Stanley
Lauretta Moell Wells Fargo Advisors LLC
Matthew Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Becca Moreland Robert W Baird
David Morgan Morgan Stanley
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management Page 20
John Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Richard Negreann Transitions Wealth Management Page 23
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Jesse Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Bill Noyce Walnut Street Securities Page 27
Thomas Obarski LPL Financial Page 27
James OrsquoBrien Gill Capital Partners
Adam OrsquoHair Edward Jones Investments
Mary Pagnard Wells Fargo Advisors LLC
Daniel R Palm Robert W Baird amp Company
Michael Pappas MAP Wealth Management
Christopher Parsons Wells Fargo Advisors LLC
Jeffrey Payne Aspen Wealth Management
Edward Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Jeffery Peoples G5 Financial Group
Craig Perkins CDP Financial Group
Anne Perry Wells Fargo Advisors LLC
Kirk Peterson Peterson Financial Services
Richard Phillips Wells Fargo Advisors LLC
Mitchell Powers Investment Security Group
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 21
Kathy Mezei Raabe Capital Investment Counsel
Walter Rasmussen Morgan Stanley
Jerry Reiff Morgan Stanley
Alan Reifler RBC Wealth Management
Dan Riley Wells Fargo Advisors LLC
Natalie Robbins Edward Jones
Eric Rosel Morgan Stanley
Rich Rust Investment Security Group
Robert Ryan Ryan Financial
Richard Sage LPL Financial
Odette Sahakian Charles Schwab amp Company
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Rick Saunders Wells Fargo Advisors LLC
Donald Sawyer Morgan Stanley
Timothy Scaturro Premier Financial Benefits
Catherine Stahl Scheuber Scheuber Wealth ManagementLPL Financial Page 21
Shelley Schlossberg CastleMountain Financial Services Page 28
Stacia Schmalzer MetLife of the Rockies
Melanie Schmieding Morgan Stanley
Robert Schneebeck RBC Wealth Management
David Schreiber Edward Jones
Elizabeth Schwinghammer Capital Investment Counsel
Kathleen Scott Cherry Hills Investment Advisors
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones Investments
Steve Setchfield Setchfield Associates
Lesley Shiffrin NTB Advisors
Jenna Short Edward Jones Investments
Robert Siegrist Janiczek amp Company
Scott Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
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2013 Five Star Wealth
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agers
FS 8 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
Award winners listed by primary services and listed alphabetically by last name
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Hartsell Soard Wells Fargo Advisors LLC
Tim Soderquist Morgan Stanley
Ann Sparks Wells Fargo Advisors LLC
Sharon Starkey Wells Fargo Advisors LLC
Carrie Steinert Colorado State Bank and Trust Page 25
Beth Stenz Edward Jones
Brenda Stokes-Dixon RBC Wealth Management
Julie R Stone Morgan Stanley
Bill Stordahl Stordahl Capital ManagementWells Fargo Advisors Financial Network LLC
Jeffrey Stotler Edward Jones
Paul Stratton Edward Jones
Adam Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Ted Swenson LPL Financial Page 28
Jeffrey Swingle Edward Jones
Mahone Tarrall New West Avisors
Scott Taylor Value Financial Advisers
Dustin Tidwell Latitude Financial Group
Kristy Tochihara Morgan Stanley Page 22
Richard Todd Innovest Portfolio Solutions
Andrew Torgerson Wells Fargo Advisors LLC
Vernon Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
David Twibell Custom Portfolio Group
Victor Walker Wells Fargo Advisors LLC
Jeff Warren Wells Fargo Advisors LLC
Richard Watson The Milestone Group
Ben Weaver BSW Wealth Partners
Robert Webster Webster Investment Advisors
Marcel Wehr Marc Wehr CPA
Richard Weintraub Meridian Wealth Management Page 20
Chad Williams CIMCO Private Wealth
Jason Williams Schwab Private Client Investment Advisory
Thomas Williams Wells Fargo Advisors LLC Page 28
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Yi-Chen Yang Independent Financial Group
Taylor Yionoulis Nolen Western
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Ali Yousaf Ameriprise Financial Services Inc
Michael Zahler Wells Fargo Advisors LLC
Curt Zeigler Capital Management Group
Jon Zeschin Essential Investment Partners
TaxationKirk Avery Kirk B Avery CPA
Marc Bradac Hanson amp Company CPAs
Timothy Bradley Bradley Consulting Group
William Brashier Brashier amp Foss CPA
Bill Brooks Bill Brooks CPA
Charles Bryson II Bryson Engelstad amp Company
Marilyn R Burnside Marilyn R Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey amp Company
Brent Corrigan Brinkerhoff Revenig amp Corrigan
Matthew Dumford Matthew E Dumford
Mona Feeley WhippleWood CPAs
Mira Fine Hein amp Associates Page 27
Brenda French Brenda A French CPA
Dan Giordano DCG CPAs
Cindy Gomerdinger Gomerdinger amp Associates
Scott Greiner Moye White
Dean Haave Dean Haave CPA
Kenneth Jackson Jackson amp Doerksen
Gary Jacobs Gary A Jacobs amp Associates
Damon Kaplan Kaplan amp Associates Page 27
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Steven Kreisman The Kreisman Group CPAs
James Leake James Leake CPA
Frank Mihoda Mihoda amp Company
Mark Moore Hanson amp Company CPAs
Robert Nadorff Marrs Sevier amp Company
Patricia OrsquoConnor OrsquoConnor amp Company CPAs
Dan Predovich Predovich amp Company Page 20
William Rooney GHP Horwath
Mary Ruparel Tobin Ruparel Konczak amp Mundell
Chris Russo Innovative Accounting Solutions
Kenneth Saliman Smith Brooks Bolshoun amp Company
Mark Sanders Mark L Sanders CPA
Michael Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
James Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates
Daniel Swires Daniel L Swires
Dave Taylor Anton Collins Mitchell
Jefferey Watkins EKSampH
Richard Whipple Jr WhippleWood CPAs
Gregory Zick Zick Business Advisors
Trust ServicesDaniel Rich Steele Street Bank amp Trust
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 9
Special advertiSing Section
Vasil W AllabashiComprehensive Financial Services and Wealth Management
Areas of Focus Comprehensive Financial Services Wealth Management Business Planning and Support Insurance Planning Retirement Planning
Left to right Seated Three-year winner Vasil W Allabashi CLU Lyle Domenitz LUTCFStanding 2011 winner Rico Nelson Rex Thatcher AAMS Robert Fillmore Jeremy Clark
bull Innovative wealth creation accumulation and spending strategiesbull Teams of specialists to coordinate your wealth with business estate and tax objectives
Wealth Strategies Group (formerly VW Allabashi amp Associates LLC) is a complete fi nancial services fi rm incorporating the unique insights developed by Vasil Allabashi during his 53 years in the insurance and fi nancial services industry A premier member of the Denver fi nancial services community since 1987 Wealth Strategies Group specializes in the development and enhancement of client planning by ensuring proper
coordination between all fi nancial assets With a senior management team of 15 WSG assists individuals families and business owners in navigating through all aspects of their fi nancial world employing a distinctive set of strategies and tools to create a clear and exciting map for building and protecting wealth
Wealth Strategies Group6455 South Yosemite Street Suite 300 bull Greenwood Village CO 80111
Phone (303) 770-9020 bull Fax (303) 488-9070wwwwealthsgcom bull wwwwealthsgcom
Securities productsservices and advisory services are offered through Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS)6455 S Yosemite Street Suite 300 Greenwood Village CO 80111 (303) 770-9020 Wealth Strategies Group is not an affiliate or subsidiary of PAS PAS is a member of FINRA SIPC
Neither PAS nor its subsidiaries agents or employees provide tax or legal advice you should consult your tax or legal advisor regarding your individual situation
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2013 Five Star Wealth
Man
agers
FS 10 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Bruce G Allen
Making Your Wealth Work for You
Two-year winner Bruce Allen President AIFAreg CIMAreg CPWAreg General Securities Principal
bull Independent consulting and unbiased advice
bull Comprehensive and ongoing investment management
bull Individualized strategies to achieve your fi nancial goals
We help clients clarify their goals and financial objectives to achieve financial independence
Bruce G Allen Investments LLC was created to serve as our clientsrsquo sole fi nancial advisor mdash as their personal CFO We help them unify the various pieces of their fi nancial puzzle creating an organized fi nancial plan to help our clients realize the
goals and aspirations of their lives We provide consistent and clear communication to monitor their progress and adjust to lifersquos changes
370 17th Street Suite 3580 bull Denver CO 80202Office (303) 592-5535 bull Fax (303) 592-5534
ballennationsfgcom bull wwwbrucegalleninvestmentscom
Investment and advisory products and services are offered through Nations Financial Group Inc Member FINRA SIPC a Registered Investment AdvisorBruce G Allen Investments LLC is a separate entity from Nations Financial Group Inc Availability of services is subject to applicable licensing requirements
Bruce G Allen Investments LLC
Two-
Year
Winn
ercopy Five Star
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 11
Special advertiSing Section
Destiny CapitalManaging Family Wealth for Generations mdash Since 1977
Counselors to Clients for More Than Just Finances
Left to right Jarrod Musick three-year winner Steve Musick Mabel Pirner Judd Kramer Pat Kramer Ken Crabb
bull Taking a holistic view your personal strategic plan is createdbull We help you achieve freedom by delegating execution of your strategy to usbull As an independent we are able to implement your strategy entirely in-house
Finances are complex and often chaotic At Destiny Capital we look beyond money to help you achieve fi nancial vitality We get to know the complete you mdash your history your present and your future Then through a combination of planning and asset management we bring order to your fi nances so you
can achieve a better quality of life You can always count on us to be here when you need us for valued counsel honest opinions or economic insight After all we believe therersquos more to a fi nancial advisor than strong performance and we will deliver more
13922 Denver West Parkway Suite 150 bull Golden CO 80401Office (303) 277-9977
infodccmailnet bull wwwdestinycapitalcorporationcom
Securities Offered through Destiny Capital Securities Corporation member FINRASIPC
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2013 Five Star Wealth
Man
agers
FS 12 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Pat A EricksonPlan Wisely bull Invest With Confi dence bull Enjoy Life
Securing Your Financial Future and Providing Peace of Mind
Left to right Seated Misty Oxford Brooke WalterStanding Katie Stone three-year winner Pat Erickson
bull More than 30 years of industry experiencebull Providing insight discipline and objectivitybull Protecting and preserving your family wealth
At Cascade we recognize that money means diff erent things to diff erent people No two investors are alike and no cookie-cutter approach will achieve the goals that are important to you Pat works with an expert team to design your unique road map to fi nancial security
950 17th Street Suite 950 bull Denver CO 80202 | 4710 Table Mesa Drive bull Boulder CO 80305Office (303) 292-1121 bull Toll-free (800) 353-0050
pericksoncascade-inccom bull wwwcascade-inccom
Securities offered through Cascade Financial Management Inc Member MSRBFINRASECAdvisory services offered through Cascade Financial Management Inc
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 13
Special advertiSing Section
G5 Financial GroupThe Power of Experience
Left to right Three-year winner Scott Forsyth CFPreg Managing Principal G5 Financial Group 2013 winner Lawrence Finch CPA Managing Principal G5 Financial Group
bull Comprehensive wealth management pre- and post-retirement income planningbull Financial planning proactive tactical asset management insurance planningbull Wealth accumulation preservation and transfer strategies
The G5 Financial Grouprsquos premise is simple yet rare combine many minds years of experience wisdom talent and skill in order to be more eff ective at solving your unique issues and better meet your needs With more than 20 investment and insurance professionals up and down the front range from
Colorado Springs to Fort Collins the G5 Financial Group off ers the full array of services found in the large national brokerage fi rms while still maintaining the personalized private attention expected from an independent advisor
5613 DTC Parkway Suite 1200 bull Greenwood Village CO 80111Office (303) 721-0691 bull Toll-free (888) 705-7604
scottforsythg5financialgroupcom bull larryfinchg5financialgroupcom bull wwwg5financialgroupcom
Securities and Advisory Services offered through Geneos Wealth Management Inc Member FINRASIPCAdvisory Services offered through G5 Financial Group RIA LLC and Financial Design and Management SEC-Registered Investment Advisors
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2013 Five Star Wealth
Man
agers
FS 14 mdash wwwfivestarprofessionalcom
Special advertiSing Section
The Hauer Group at Morgan StanleyAchieving Your Goals Is Our Objective
Comprehensive Wealth Management
Left to right Three-year winner Todd M Hauer CIMAreg Senior Vice President Wealth Advisor Tonya Krueger Senior Registered Associate Martin Agebrand CFPreg Financial Advisor
bull Helping you build your plan for tomorrow todaybull Investment advisory diversifi cation and hedging strategies tailored lendingbull Philanthropy and wealth transfer consulting
Your investments are not just about your money They are also about your hard work your dreams your aspirations your family and your future We are committed to understanding you your needs and objectives Together we will help you create a fi nancial strategy that addresses short- and long-term goals Then at every turn we will be here for you advising and adjusting strategies along the way
Todd is pleased to be selected for the Five Star Wealth Manager award a third consecutive year We are grateful to all our valued clients who made it possible
5251 DTC Parkway Suite 1500 bull Greenwood Village CO 80111Office (720) 488-2406 bull Toll-free (800) 347-5099
toddhauermorganstanleycom bull wwwmorganstanleyfacomtoddhauer
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 15
Special advertiSing Section
Kean O Boucher
A Comprehensive Independentand Unbiased Approach
bull Comprehensive wealth management
bull Personalized estate planning
bull Customized retirement strategies
Two-year winner Kean O Boucher Private Wealth ManagerLPL Branch Manager
Mitigating and managing risk is fundamental to any wealth management plan With you we will create strategies that position your assets to take advantage of opportunity and to help protect those assets should the investing environment deteriorate Boucher Wealth Management Group is a comprehensive fi nancial services fi rm committed to helping you improve your long-term fi nancial success through a rational and well-reasoned approach to wealth management and estate planning
4600 South Syracuse Street 9th Floor bull Denver CO 80237230 Center Drive bull Glenwood Springs CO 81601
Toll-free (800) 318-8840
keanboucherlplcomboucherwmgcom
Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor Member FINRASIPC Advertisement sponsored in part by Lincoln Financial Distributors
Two-
Year
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Daniel Cook and Jesse Morris
Helping Our Clients Navigate the Path to a Better More Secure Future
bull Providing customized fi nancial solutions
bull Passionately pursue excellence
bull Providing an exceptional client experience
Left to right 2013 winner Jesse Morris AIFreg CFSreg and two-year winner Daniel Cook AIFreg CFPreg
We are both honored to have received this award At Summit Wealth Group we believe fi nancial planning is not an end unto itself Rather by providing our clients with customized fi nancial solutions we help them pursue the real goal of achieving their hopes and dreams Whether it is spending more time with the grandkids becoming a ldquoscratchrdquo golfer or supporting a favorite charity Summit Wealth Group exists so our clients can devote their time and energy to pursuing life
9360 Station Street Suite 400 Lone Tree CO 80124
Offi ce (303) 688-6499
jmorrissummitwealthgroupcom dcooksummitwealthgroupcom
wwwsummitwealthgroupcom
Securities and Advisory Services offered through Commonwealth Financial Networkreg Member FINRASIPC a Registered Investment Adviser Fixed insurance products and services offered by Summit Wealth Group are separate and unrelated to Commonwealth
Two-
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2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Special advertiSing Section
James M Graham IV
Passionately Enriching theLives of Our Clients
bull We off er a lifetime fi nancial-focusing program to help our clients make wise decisions with their wealth
bull Relationship capability confi dence
Left to right Je Shafer CPA Aaron Huntoon MBA CRPCreg Lene Graham two-year winner Jay Graham MBA CRPCreg
This recognition provides a unique opportunity to say thank you to our clients We greatly appreciate the confi dence you have placed in us and we are very mindful of the impact our work has on your fi nancial future Listening to your goals and dreams and then creating a customized fi nancial plan to give you a greater opportunity for success is extremely rewarding for us We look forward to continuing to help you build your fi nancial future
mdash With appreciation the McCrea Allen team
8055 East Tufts Avenue Suite 1400Denver CO 80237
Offi ce (303) 714-4761
jaygrahamLFGcomwwwmccreaallencom
James McCrea Graham IV is a registered representative of Lincoln Financial Advisors Corp Securities and investment advisory services offered through Lincoln Financial Advisors Corp a brokerdealer (member SIPC) and registered investment advisor Insurance offered through Lincoln affiliates and other fine companies CRN201308-2083990
McCrea Allen is not an affiliate of Lincoln Financial Advisors Corp
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The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately-held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Gary A Peterson CRPCreg Vice President ndash Financial Advisor Elyse Baker Registered Associate Manda Neuman Intern Ron A Zimmermann CFPreg CPWAreg Vice President ndash Financial Advisor
The philosophy of the Falcon Group with Five Star Wealth Manager Gary Peterson is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while providing our clients with an acceptable rate of return Generally we manage portfolios tactically to control risk and generate returns consistent with the customized goals and objectives of our clients
370 17th Street Suite 2800Denver CO 80202
Offi ce (303) 572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstances from an independent tax advisorcopy2013 Morgan Stanley Smith Barney LLC Member SIPC
Two-
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 17
Special advertiSing Section
Garret T Jett
Your Wealth Your FutureOur Focal Point
bull Disciplined investment approach based on modern portfolio theory overlaid with technical trend analysis security selection and a tactical allocation for a sophisticated approach to risk management
Left to right Two-year winner Ryan Murphy Kathleen Leopold four-year winner Garret T Jett Financial Advisor Associate Vice President APMASM Gregory Dexter
As a fi nancial advisor my mission is to help you plan for the fi nancial future you envision for yourself and your family My practice works with you to create a plan that simplifi es your overall fi nancial picture Our team uses todayrsquos technology to integrate a sophisticated wealth management program with an emphasis on risk management while striving to set ourselves apart from our competition The goal of this system is to provide you with the confi dence needed to navigate through the ldquonew-normal economyrdquo and prepare for the certainty of uncertainty in life We inform our clients on their investment options for the issues that matter most while adhering to our integrity and ethics
10375 Park Meadows Drive Suite 125Lone Tree CO 80124
Offi ce (303) 222-2612 Ext 2612Toll-free (800) 332-9222 Ext 2612
gjettampfcomameripriseadvisorscomgarrettjett
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Asset allocation does not assure a profit or protect against loss in declining markets
Jerry L Gruber
A Comprehensive Integrated Disciplined Approach
bull A strategy-fi rst approach
bull Dedicated and unbiased service and advice
bull Building lasting client relationships
Left to right Terri Tillotson Offi ce ManagerExecutive Assistant Jody Hinsey Partner 2013 winner Jerry L Gruber Certifi ed Wealth Strategist CLUreg ChFCreg CWS Owner Partner Mary Ann Perez Marketing Coordinator
We are an independent fi nancial planning fi rm and are not tied to any single company or product
The fi rst step in our relationship begins with developing a customized written strategy for each client Once we agree on your strategy we search the universe for the most appropriate fi nancial solutions for you Then we implement review and monitor the strategies to make sure you stay on track toward your personal and fi nancial goals and objectives
68 Inverness Lane East Suite 104Englewood CO 80112
Offi ce (303) 290-6113Toll-free (888) 290-6117
jgrubergreenbookwmcomwwwgreenbookwmcom
Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inccopy Five Star
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2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Johnson Host Investment Group
Expertise You Can Trust
bull Committed to placing our clients fi rst
bull Focused on retirement and income solutions
bull Working in partnership with our community
Left to right Shea Macias Senior Investment Associate four-year winner Charlie Host Associate Vice President ndash Financial Advisor2013 winner Jackie Johnson Vice President ndash Financial Advisor
At Johnson Host Investment Group we are dedicated to earning our clientsrsquo trust by taking the time to get to know them and their families We discuss what is important to them and utilize this information to build individualized wealth management plans that are as unique as they are
Jackie and Charlie both received the Five Star Wealth Manager award in 2013
1200 17th Street Suite 2200Denver CO 80202
Jackie Johnson (303) 595-1102Charlie Host (303) 595-1193Shea Macias (303) 595-1123
wwwjohnsonhostinvestmentgroupcom
Kummer Financial Advisors Team
Helping to Align Your Goals for a Successful Future
bull Creating ethical solutions for more than 26 years
bull Objective personal guidance holistic plannin g
bull Tailored wealth accumulation strategies
Left to right Phil Wilson Julie Fletcher four-year winner Patricia Kummer Greg Richards
A dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy
Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Our full-service team can provide personal attention to your specifi c needs
Our mission is to provide fi nancial services education and advice to professionals and families to better enable them to achieve peace of mind and fi nancial security
8871 Ridgeline Boulevard Suite 100 Highlands Ranch CO 80129
Phone (303) 470-1209
clientservicekummerfi nancialcom wwwKummerFinancialcom
Kummer Financial Strategies Inc is an independent Registered Investment Advisory firm
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 19
Special advertiSing Section
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCO ve-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the fi fth
straight year
4600 South Syracuse Street Suite 1060 Denver CO 80237
Offi ce (303) 757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
WINNER
Life Transition Planners
Innovative Solutions to Navigate Lifersquos Transitions
bull Caring experienced and dedicated
bull Solid principles sound strategies
bull Your goals our mission
Left to right Three-year winner Bob Holland CFPreg 2012 winner Deb Johnson ChFCreg CDFAtrade and ve-year winner Gary Sidder CFPreg
LTP is a fee-based comprehensive fi nancial planning and wealth management practice All of our clients get the benefi ts of a full fi nancial plan before we recommend any course of action beginning with the end in mind As fi duciaries we strive to place the interest of our clients ahead of our own at all times Building lasting relationships and helping our clients to meet their fi nancial and life goals such as wealth accumulation and retirement distribution strategies are the foundations of our practice We are passionate about educating our clients and helping them succeed
Life Transition Planners Inc7631 Shaff er Parkway Suite A bull Littleton CO 80127-3011
Phone (303) 933-6226 bull Toll-free (800) 926-3302
bobhollandlifetransitionplannerscomgarylifetransitionplannerscomdeblifetransitionplannerscomwwwlifetransitionplannerscom
wwwrhollandretirementtimecom
CERTIFIED FINANCIAL PLANNERtrade practitioner as authorized by the Certified Financial Planner Board of StandardsSecurities and Investment Advisory Services offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Life Transition Planners Inc
WINNER
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2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Daniel J Predovich
Solutions for Complexity
bull Tax planning and preparation
bull Accounting and bookkeeping
bull Financial services
Two-year winner Daniel J Predovich CPA CFE CFF CITP
We are privileged to live in Colorado and like our clients take full advantage of what Colorado has to off er This shared interest allows us to profoundly connect with clients We look forward to explaining to you the complexities of tax and fi nance in nontechnical terms We work side-by-side with your fi nancial advisors to manage your fi nancial world Our success is a direct measure of our large-fi rm resources molded around small-fi rm friendliness
1745 Shea Center Drive Suite 360 Highlands Ranch CO 80129
Offi ce (303) 791-3000Fax (303) 791-0665
JBolgrendpredovichcomwwwdpredovichcom
Two-
Year
Winn
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Meridian Wealth Management
Unbiased and Independent
bull Working together on lifersquos ldquowhat ifsrdquo
bull Independence powered by LPL Financial
bull Trusted guidance exceptional service
Left to right Two-year winner Richard Weintraub three-year winner Richard Mowertwo-year winner Tanya Mathews four-year winner David Hansen
It is a great honor for all four partners in Meridian Wealth Management to again receive the coveted Five Star Wealth Manager award
As an independent fi rm we provide truly unbiased investment advice and highly personalized service Founded by seasoned and accomplished investment advisors our fi rm intentionally serves a limited number of valued clients Serving fewer clients lets us develop intimate relationships and create multigenerational trust
4430 Arapahoe Avenue Suite 210Boulder CO 80303
Boulder (720) 274-1656Denver (303) 357-4741
meridianteamcom
Securities offered through LPL Financial member FINRASIPC Investment advice offered through Meridian Wealth Management a registered investment advisor and separate entity from LPL Financialcopy Five
Star Pro
fessio
nal
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 21
Special advertiSing Section
Catherine Stahl Scheuber
You the Client Are the Greatest Asset in Our Business
bull Listening understanding implementing mdash our process
bull Trust confi dentiality quality service mdash focused on you
bull Let us assist you in your fi nancial journey
Left to right 2013 winner Catherine Stahl Scheuber CRPCreg 2009 winner Carshon Rodgers
It is an honor to receive this recognition With more than 30 years of experience in the fi nancial services industry I have navigated through numerous market cycles Together my clients and I have weathered the ups and downs It is managing
reasonable expectations that make us successful Thanks to each of you for your trust It is my passion to assist people in hopes of addressing their fi nancial goals I assist high-net-worth individuals and it is my pleasure
5201 South Yosemite Street Suite 201Greenwood Village CO 80111
Offi ce (303) 963-5705
catherinescheuberlplcom wwwcatherinescheubercom
Securities and Financial Planning offered through LPL Financial a registered Investment Advisor Member FINRASIPC
Sandon Purcell
A Team Approach to Assist
bull More than 60 years of combined experience
bull Multigenerational services
bull D ividend-oriented income strategies
Left to right Loretta Freelong Client Services Manager two-year winner Sandon ldquoSandyrdquo Purcell Branch Manager Daniel ldquoDanrdquo Andrews Financial Advisor
It is our mission to always be committed to our core values of client service integrity and honest advice Having the support of a large fi rm like Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone combined with our independent spirit we believe we are able to off er our clients the very best possible experience
Call us today for a complimentary fi nancial analysis
Purcell Capital Management5299 DTC Boulevard Suite 210Greenwood Village CO 80111
Offi ce (303) 800-3350Toll-free (888) 338-4713
sandonpurcellwfafi netcom wwwpurcellcapitalcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank
affiliate of Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0813-05666]
Two-
Year
Winn
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2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Special advertiSing Section
TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Four-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Registered CSA
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 26 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 23 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120 Boulder CO 80302
Kristy (303) 545-1844Noel (303) 545-1845
kristytochiharamorganstanleycom wwwmorganstanleyfacomtochiharaculberso n
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Tom Stefaniak
Investing for Your Best Interest
bull Face-to-face meetings
bull Personalized fi nancial planning
bull Surge and protect investment strategy
2009 2010 2011 2012 and 2013 winner Tom Stefaniak
ldquoOn behalf of all of us at Pinnacle Wealth Management I would like to thank our clients for the trust they have placed in us We truly appreciate itrdquo mdash Tom Stefaniak
Tom Stefaniak is dedicated to developing long-term relationships to provide outstanding client service and accessibility to assist clients with a wide range of fi nancial needs
Tom Stefaniak has been a CERTIFIED FINANCIAL PLANNERtrade practitioner since 1990 and has more than 25 years of experience in the fi nancial services industry
2696 South Colorado Boulevard Suite 430 Denver CO 80222
Offi ce (303) 806-0988
tompinnaclewmcom wwwpinnaclewmcom
Securities offered through LPL Financial ndash Member FINRASIPC ndash Investment Advice offered through Pinnacle Wealth Management a Registered Investment Advisor and a separate entity from LPL Financial
WINNER
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 23
Special advertiSing Section
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce (303) 689-7424Toll-free (800) 991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 years I have been helping clients develop fi nancial planning strategies that address multigenerational planning as well as day-to-day needs My talented team and I strive to enhance our clientsrsquo abilities to make fi nancial and investment decisions
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Private Weath AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
WINNER
John Cox
370 17th St Ste 5100Denver CO 80202
Offi ce (303) 595-2125Toll-free (800) 767-9983johncoxmorganstanleycom
bull Discretionary active account managerbull Average relationship duration 19 yearsbull 30 years as an investment professional
Relationships for the Long Run
In this new era of economic uncertainty the traditional approach to long-term investing needs to be questioned With more than 30 years as an investment professional and asset manager John utilizes active management risk strategies and discipline to build and protect client assets This approach has resulted in relationships that last through generations Is active account management for you
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Portfolio Manager Financial Advisor
Transitions Wealth Management TeamWealth Management Through a
Comprehensive Five-Step Process
bull Simple and elegant wealth management
bull Disciplined approach to our process
bull Collaborative needs-based solutions
Left to right Five-year winner Bruce Bendell CPA PFS three-year winner Josh Lozow two-year winner Michael Simmons CFPreg four-year winner Richard Negreann CPA PFS
Transitions Wealth Management LLC assists those experiencing life transitions (widows divorce retirement inheritance and liquidity events) to make intelligent decisions with their fi nances through a comprehensive fi ve-step process We do this by acting as your personal wealth manager We use a consultative process to identify your current fi nancial situation and challenges and then design solutions intended to help you achieve your most important goals
8101 East Prentice Avenue Suite 800Greenwood Village CO 80111
Phone (303) 221-4867 Toll-free (800) 230-2941
infotransitionswmcom wwwtransitionswmcom
Registered Investment Advisor Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability Transitions Wealth Management LLC and the Five Star program are not affiliated
WINNER
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2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340 Ext 2Direct (720) 209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
Personalized Financial Planning
Blending integrity hard work and a willingness to listen to each client like he or she is the only investor in the world Melissa Dyer is dedicated to assisting her clients in reaching their fi nancial goals She uses a hands-on approach when working with clients meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives Five Star Wealth Manager 2012 and 2013
Securities o ered through Raymond James Financial Services Inc Member FINRASIPC The Five Star award is bestowed by an independent third party organization not a liated with Raymond James
CERTIFIED FINANCIAL PLANNERtrade MBA
Two-
Year
Winn
er
Samantha Ediger
15 S Main StBrighton CO 80601
Offi ce (303) 659-5532samanthaledigerwellsfargocomwwwwfadvisorscomsamanthalediger
bull Honest well-thought-out advice bull Custom-tailored investment planning bull Client-focused relationship management
Client-Focused Wealth Management
During my 23 years in fi nancial services I have helped families grow wealth improve retirement lifestyles and preserve income I save you time simplify complex issues and help manage transitions
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC is a registered broker-dealer and a separate non-bank
affiliate of Wells Fargo amp Company Member SIPC [CAR 0813-04471]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor Assistant Vice President ndash Investments
Joseph Kozmata
Raymond James Financial Services 10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340
Josephkozmataraymondjamescom
RaymondJamescomJosephKozmata
bull Comprehensive wealth managementbull Investments tailored to clientsrsquo objectivesbull Personalized service
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade and Chartered Financial Analystreg credentials Joe focuses his eff orts on managing and preserving his clientsrsquo wealth for their fi nancial future He works with his clientsrsquo CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 and 2013
Securities offered through Raymond James Financial Services Inc Member FINRASIPC This Five Star Wealth Manager award is bestowed by an independent third party
organization not affiliated with Raymond James
CFPreg CFAreg
Two-
Year
Winn
er
Gary Mangelsdorf
LPL Financial 14143 Denver W Pkwy Ste 510 Golden CO 80401
Offi ce (303) 393-2378
garymangelsdorflplcom wwwColoradoFinancialPartnerscom
bull Comprehensive fi nancial planning bull Unparalleled client service bull Solid unbiased advice
Your Needs Come First
In todays complex fi nancial environment timely insights and prudent guidance are essential for eff ectively managing personal assets and achieving fi nancial success Over the past 25 years Gary has developed a proprietary asset-allocation model designed to match a clients short- and long-term goals with their tolerance to risk His dedication and experience can help you pursue greater fi nancial well-being Contact Gary today for a free no-obligation consultation
Securities and Financial Planning offered through LPL Finanical a Registered Investment Advisor Member FINRASIPC
Financial Advisor
WINNER
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 25
Special advertiSing Section
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80206Phone (303) 331-6434elizabethoingfpcomwwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
Integrity bull Excellence bull Commitment
Elizabeth has an impressive reputation for objective intelligent highly-personalized service Her integrity and experience enable her to deliver eff ective plans that refl ect her clientsrsquo values personal objectives and long-term goals Her breadth of knowledge makes her a trusted fi nancial advisor able to inform motivate and advise clients so they are best positioned for success and peace of mind
Securities and investment advisory services o ered through ING Financial Partners Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by ING Financial Partners
Financial Advisor MBA University of Colorado
Mark Sindrich
1490 South Pearl St Denver CO 80210 Offi ce (303) 744-8899 Toll-free (800) 825-8259 infosindrichcom wwwsindrichcom
bull Clarity confi dence consensus accountability bull Answers to the ldquowhat ifsrdquo that keep you up at night bull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions to each of our clientrsquos unique fi nancial needs that are clear and simple We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Sindrich amp Associates or
Five Star Professional NFP Securities Inc does not provide legal or tax advice
CERTIFIED FINANCIAL PLANNERtrade
Carrie Steinert
1600 Broadway Denver CO 80202 Direct (303) 864-7264 Cell (303) 507-4644 csteinertcsbtcom wwwcsbtcom
bull Relationships built on trust integrity and objective advice bull Customized wealth management solutions bull Easy-to-understand fi nancial strategies
Long Live Personal Relationships
Carrie off ers an array of comprehensive wealth management services designed to meet the needs of high-net-worth individuals families and business owners Every client enjoys a one-on-one relationship to address individual fi nancial priorities For more than 20 years Carrie has delivered an experienced disciplined approach to providing customized solutions for clients Call Carrie Steinert to discuss your fi nancial future
copy2013 Colorado State Bank and Trust a division of BOKF NA Member FDIC Equal Opportunity Lender
Vice President Client Advisor CTFA Series 7 66 ndash IAR Ins
S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce (303) 200-1441Cell (719) 210-6817toddwarburtonraymondjamescom
FrontRangeFinancialConsultingcom
bull Retirement planning bull Custom portfolio management bull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President ndash InvestmentsBranch Manager
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2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Special advertiSing Section
8742 Lucent Blvd Ste 600 Highlands Ranch CO 80129 Office (303) 305-5446 randyandersonaxa-advisorscom wwwrjandersonfinancialcom
Randy J Anderson
I provide financial services to help people clarify and define their financial goals recommend strategies that fit their needs and monitor their financial progress
Randy Anderson o ers securities through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity and
insurance products o ered through AXA Network LLC RJ Anderson Financial LLC is not owned or operated by AXA
Advisors or AXA Network AGE-80340(0912)(exp0914)
Financial Professional CFPreg
WINNER
5105 DTC Pkwy Ste 316Greenwood Village CO 80111Office (303) 220-5525 Toll-free (800) 898-5450willisintegrafinancialwswwwintegrafinancialws
Willis Ashby
With more than 30 years of experience Willis offers trusted personalized and value-based financial planning services to help you achieve your goals and minimize risk throughout the changing stages of your life As an independent advisory firm there are no conflicts of interest with banks or a brokerdealer We work only for you
President and CFPreg
4643 S Ulster St Ste 1350Denver CO 80237Office (303) 200-1440Cell (303) 829-4790PaulaBoykaraymondjamescomFrontRangeFinancialConsultingcom
Paula Boyka
Understanding your visionWe believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of appropriate asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President Investments
14143 Denver W Pkwy Ste 510 Golden CO 80401 Direct (303) 942-1717 Office (720) 445-7294 christopherbruhllplcom wwwmyfinancialdynamicscom
Christopher P Bruhl
Our goal at Financial Dynamics LLC is to coordinate both investment and risk management strategies crafting effective multidisciplinary financial plans for business owners self-employed professionals and their key people
Securities amp Financial Planning o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Wealth Advisor ChFCreg CLUreg CFPreg
50 S Steele St Ste 850Denver CO 80209Office (303) 377-7327Phone (800) 313-7239barrybrunerwedbushcom
Barry Bruner
Barry helps his clients achieve their financial g o a l s b y d e s i g n i n g i nv e s t m e n t a n d retirement strategies specific to their needs and objectives He focuses on building long-term relationships with his clients while consistently using a prudent approach to investing
wwwwedbushcom | Member NYSEFINRASIPC
Senior Vice President Investments
Two-
Year
Winn
er
2229 S Joliet WayAurora CO 80014Direct (303) 306-6639katiecollinslplcomwwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 29 years of experience Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
650 S Cherry St Ste 710Denver CO 80246Phone (303) 355-8500frankcoloradoelderlawcom
Frank J Danzo III
Frank has committed his law practice to planning and implementing specialized estate plans for individuals and families Frank is a member of the trust and estate and elder law sections of the Colorado Bar Association and the Denver Estate Planning Council
EstateBusiness Planning Elder Law
370 17th St Ste 2800Denver CO 80202Phone (303) 572-4825phildispensemorganstanleycom
Phil Dispense
Phil has 17 years of experience in retirement planning custom portfolio management and company retirement plansFive Star award winner 2009 ndash 2013
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor CFPreg Chartered Retirement Plans Specialist
WINNER
Daniel C Doherty PC 357 Main StLongmont CO 80501Phone (303) 532-2880Fax (303) 532-2990danieldohertylawcom
Daniel C Doherty
Dan specializes in estate gift and income tax law the law of wills trusts and estates estate planning probate and trust settlement guardianship and conservatorship business formation planning and succession and charitable gifting and asset preservation strategies
JD LLM
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 27
Special advertiSing Section
7979 E Tufts Ave Ste 715Denver CO 80237Office (303) 689-7465patrickjanssenampfcom ameripriseadvisorscompatrickjanssen
Patrick H Janssen
As a Financial Advisor with a Certified Divorce Financial Analyst designation my goal is to help my clients succeed through the complex financial change and recovery that divorce can create
Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise
Financial Services Inc Member FINRA and SIPC
MBA CDFAtrade
3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom
Laurence J Kandel
On behalf of the entire firm I would like to thank our wonderful clients for their continued loyalty and partnership I look forward to our ongoing relationships and find them extremely rewarding
At Obermeyer Asset Management Company we are deeply committed to delivering a highly individualized approach and
sound thoughtful investment advice designed to preserve and grow our clientsrsquo net worth
Vice President Investments and Client Advisory
Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom
Damon L Kaplan
Thank you for this prestigious honor Dedication to clients is the foundation for building long-term relationships and strong partnershipsOur areas of focus include personal business and bankruptcy taxation estatebusiness planning
CPA
7400 E Orchard Rd Ste 120 Greenwood Village CO 80111 Phone (303) 683-9555 wnoycejrwalnutstreetcom
Bill Noyce
As an investment advisor representative with Walnut Street Securities Bill has built his practice around helping clients define achieve and grow their individual financial aspirations
Securities and investment advisory services o ered through registered representatives and investment advisor representatives
of Walnut Street Securities Inc Member FINRASIPC
Investment Advisor Representative
Hall amp Evans LLC1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom
Joyce H Nakamura
With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives Her areas of focus include estate planning trust and estate administration litigation and charitable and business succession planning
WINNER
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office (720) 836-4534
David W Moritz
I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg
1999 Broadway Ste 4000Denver CO 80202Office (303) 298-9600mfineheincpacomwwwHeinCPAcom
Mira Fineacute
Mira provides tax planning and compliance services to family business trusts and estates She assists clients with significant transactions retirement planning succession planning executive compensation planning estate planning exit planning and entity structuring and planning
National Director of Tax Operations
2000 S Colorado BlvdSte 2-630Denver CO 80222Phone (303) 779-2524sgordoncornerstoneassetscomwwwcornerstoneassetscom
Stephen Gordon
Long-term client relationships based on customized planning wealth management s t r a t e g i e s a n d p r o a c t i v e o n g o i n g maintenance Stephen has more than 17 years of experience providing financial services with an independent firm Investment Advisory Services o ered through CUE Financial Group Inc
an SEC-Registered Investment Advisor Branch o ce of and securities o ered through Foothill Securities Inc member FINRASIPC
President Registered Principal
WINNER
LPL Financial5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski
Tom Obarski
Thank you for this award for five years in a rowOur focus working toward the protection of retirement assets and investment education
Securities o ered through LPL Financial Member FINRASIPC
LPL Branch Manager
WINNER
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2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
Year
Winn
er
14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 3
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Business PlanningAmanda Arthur 401k Squared
James Brubaker Exit amp Retirement Strategies
Jay Cohen Koll Gidan Cohen amp Company
Mark Goodside Retirement Solutions of Colorado
Jerome Karsh Karsh Consulting
Greg Livin Bradley Consulting Group
Tad Lyle Planning Resources
Ronald Seigneur Seigneur Gustafson
Thomas Straight First Financial
Bernie Taillon Triad Financial Group
Kerry Walker Business Owner Solutions
Estate PlanningMark Arlen Lincoln Financial Advisors
Theodore Atlass Atlass Professional Corporation
Scott J Atwell Scott J Atwell Attorney
Roxie Bernard Antonio Bates Bernard Professional Corporation
Michael Bland Bryan Cave
Mark Boscoe Ryley Carlock amp Applewhite
Richard Bowers Doussard Turner amp Bowers
Karen Brady Karen Brady amp Associates
Preston Branaugh Branaugh Law Offices
James W Buchanan Buchanan amp Stouffer
Douglas Cain Sherman amp Howard
William Callender Lincoln Financial Advisors
Denis B Clanahan Clanahan Beck amp Bean
Frank Danzo Chayet amp Danzo Page 26
Louis Davis Louis J Davis
Claire E Dineen Law Offices of Claire E Dineen
Daniel Doherty Daniel C Doherty Page 26
Michael Dolan Dolan amp Associates
Stephen Donelson Donelson Ciancio amp Grant
Richard Elsberg Flanders Elsberg Herber amp Dunn
Richard Finke Finke amp Associates
Stewart Fleisher Elder Law Attorneys
Susan Goddard Goddard amp Goddard
Bernard Greenberg Kokish amp Goldmanis
Julie Groves Groves Law
Matt Groves Groves Law
Kip Holdren AXA Advisors
Laurie Hunter Wade Ash Woods Hill amp Farley
Erica Johnson Ambler amp Keenan
Reid Johnson MBA Wealth Management
Philip Keenan Ambler amp Keenan
William Krems Davis Graham amp Stubbs
Andrew Kroll Kroll Law Offices
James Littlepage James A Littlepage
Harley Look Katz Look amp Onorato
Mark Masters Lockwood amp Masters
Nathan Merrill Goodspeed Merrill amp Benson
James Morgan James H Morgan
Joyce Nakamura Hall amp Evans Page 27
David Osterman Osterman Law Firm
Kristin Pineiro Wallace Scott
Robert Preeo Preeo Silverman Green amp Egle
Patrick Schilken Patrick A Schilken
Timothy Scott Wallace Scott
Raymond Sutton Jr Baker Hostetler
Donald Thacker Denver Retirement Partners
Stephanie Tuthill Tuthill amp Hughes
Arnold Wegher Wegher amp Associates
Kevin Zaloudek Mills Schmitz amp Zaloudek Page 28
Financial PlanningChad Aaberg Thrivent Financial
Dale Anderson DLA amp Company
Randy Anderson RJ Anderson Financial Page 26
Joel D Andrews Joel D Andrews
Valerie Antonioli Cherry Hills Investment Advisors
Craig Arfsten Prosperion Financial Advisors
Colleen Askew Knopinski amp Fauver Financial Advisors
Daniel Austin Thrivent Financial
Susan G Baldwin AXA Advisors
Ali Barghelame Barghelame Wealth Advisors
Linda Barker Ethos Financial PartnersAmeriprise Financial Services Inc
John Barry Barry Financial Services
Bob Bastiaans RH Bastiaans amp AssociatesAmeriprise Financial Services Inc Page 23
Bruce Bendell Transitions Wealth Management Page 23
John Bennett First Command Financial Planning
A Raymond Benton Lincoln Financial Advisors
David Billingslea Ameriprise Financial Services Inc
Matthew Blake My Portfolio Guide
Thomas Boh Robert W Baird
Lisa Bond First Financial
Steve Booren Prosperion Financial Advisors
Kean Boucher Boucher Wealth Management Group Page 15
Zachary Bouck Denver Wealth Management
Paula Boyka Raymond James amp Associates Page 26
Michael Broker Trilogy Financial Services
Mark Brown Brown amp Tedstrom
Michael Brown Morgan Stanley
JA Tyler Browning II The Browning Group
Rich Broyles Ameriprise Financial Services Inc
Stephen Brubaker Exit amp Retirement Strategies
Christopher Bruhl Financial Dynamics Page 26
Thomas Brunz Alliant Retirement and Investment Services
Erwin Buck Asset One
Christopher Burtraw Prestige Wealth Management Group
Henry Carpenter Ameriprise Financial Services Inc
Matthew Carpinelli AFC Wealth Management Group
Madison Carter Morgan Stanley
Dan Cass Cuso Financial Services
Karlton Childress Sharkey Howes amp Javer
Ronald Colson Colson Financial Group
Daniel Cook Summit Wealth Group Page 15
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Man
agers
FS 4 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Richard Costner G5 Financial Group
Benita Creacy DC amp AssociatesAdvanced Financial Solutions
Kevin Cross Charles Schwab amp Company
Carter Dammen Morgan Stanley
Seth Davis RMB Capital Management
Jordan Dechtman Jordan Dechtman Wealth Management
Clinton Demming The Holben Group
Louis DeNiro Ameriprise Financial Services Inc
John Diak Oatley amp Diak
Robert Dietz RBC Wealth Management
Ben DiSalle JP Turner amp Company
Phil Dispense Morgan Stanley Page 26
Jeffrey Donahue Donaco Financial
Robert Douglass Douglass Financial Group
Kathleen Drake Ameriprise Financial Services Inc
Pam Dumonceau Consistent Values
Robert Eberhardt AampI Financial Services
Deborah Eggleston Wealth Concepts
Gene Fahlsing Capital Financial Services
Raeyane Farrell Ameriprise Financial Services Inc
Alexander Feick Paragon Capital Management
Lawrence Finch G5 Financial Group Page 13
Nelisha Firestone Firestone Financial Group
Keith Fisher Financial Designs
Tamara Fontenot Ameriprise Financial Services Inc
Scott Forsyth G5 Financial Group Page 13
Elyse Foster Harbor Financial Group
Gustin Fox-Smith Fox-Smith Wealth Management
Keree Frakes MetLife Resources
Mark Fuhrman LPL Financial
Matthew Gehring Summit Wealth ManagementAmeriprise Financial Services Inc
Kimberly Gieseler Colorado Financial PartnersLPL Financial
Stephen Gordon Cornerstone Asset Management Page 27
Gerald Graham The Timberline Group
James Graham IV Lincoln Financial Advisors Page 16
Janet Greiner American Zang Investment Council
Rodney Greiner American Zang Investment Council
Aaron Grey Denver Money Manager
Robert E Grey Denver Money Manager
Whitney W Grimm Summit Wealth ManagementAmeriprise Financial Services Inc
Jerry Gruber Greenbook Wealth Management Page 17
Mimi Hackley Sharkey Howes amp Javer
Chad Harmon AampI Financial Services
Roger Harris R Kent Harris amp Associates
Christopher Hassett Eagle Strategies
Joshua Hattig Hattig Financial Company
Lynn Hendricks Hendricks Financial Services
Lisa Henning New York Life
Stephanie Herdahl The Financial Group
Jeffrey Hill Global Wealth Management GroupLPL Financial
Jennifer Hilts First Command Financial Planning
Robert Hochstadt GHP Investment Advisors
Robert L Holland Jr Life Transition Planners Page 19
Kevin Hollis First Command Financial Services
Guy Holman TCI Wealth Advisors
Greg Horstman Prosperion Financial Advisors
Brett Howard Cherry Street Partners
Lawrence Howes Sharkey Howes amp Javer
Phil L Jacobson Synergy Financial Partners
Patrick Janssen Ameriprise Financial Services Inc Page 27
Joel Javer Sharkey Howes amp Javer
Karen Jessey Wealth Strategies Group
Andy Kark MZ Kark amp Associates
Marvin Kark MZ Kark amp Associates
David Keller Wealth Strategies Group
Jonathan Kelley Hinds Financial Group
Matthew Kelley Gold Medal Waters
Rebecca Kennedy Brown amp Tedstrom
Gary Keyfauver Raymond James
Harold Kirschner Sharkey Howes amp Javer
Cain Kobert Rocky Mountain Wealth Management
Nathanael Koch Causey Demgen amp Moore
Christopher Kolker AXA Advisors
Patricia Kummer Kummer Financial Strategies Page 18
Tina Kvitek Thrivent Financial
Paul Lambert Cherry Street Partners
Neal Landauer Cetera Advisors
Bruce Larsen Presidential Brokerage
Ken Larson RBC Wealth Management
Chad Leigh Exit amp Retirement Strategies
Peter Lengsfeld Presidential Brokerage
Richard Levine Synergy Financial Partners
David Loos Charles Schwab amp Company
Ronald Lottridge Catalyst Financial Strategies
Josh Lozow Transitions Wealth Management Page 23
Andy Lyford Charlton Investment Services
Tupper MacDowell Robert W Baird
Joel Martin Denver Money Manager
Marla Mason Presidential Brokerage
Nicole May Ameriprise Financial Services Inc
Cris McBride NFP Securities
Colin McCoy GCG Financial
Mark McCulloch Morgan Stanley
Michael McDonald LPL Financial
Terry Melonakis Melonakis Financial
Salvatore Miceli Miceli Financial Planning
Joe Michalski Focused Money Advisors
Ann Marie Milinazzo Hadad-Milinazzo Financial Group
Jon Moore Moore Financial Group
David Moritz Ameriprise Financial Services Inc Page 27
Jesse Morris Commonwealth Financial Network Page 15
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 5
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
David Morrison Prosperion Financial Advisors
Angela Mueting Thrivent Financial
Ryan Murphy Ameriprise Financial Services Inc Page 17
Jay Murray RM Infinity Advisors
Steven Musick Destiny Capital Page 11
Leslie Myers Myers Financial Limited
Thomas Nazzaro American Portfolios Financial Services
Neil Nichols Intentional Wealth
Amy Noel Amy Noel
Patrick Nolen Nolen Western
Sarah Nowfel First Financial Equity CorporationNowfel Private Wealth Management
Elizabeth OrsquoDonnell OrsquoDonnell Wealth Management Page 25
Karen Ogard Robert W Baird
Sean OrsquoNeill Raymond James Financial Services
David Partheymuller Normandy Group
Roy Persky LPL Financial
Gary Peterson Morgan Stanley Page 16
Russell Petrin Morgan Stanley
Alan Piehl Alan R Piehl CPA
Mary Pierce Ameriprise Financial Services Inc Page 28
Sybil Praski Prosperion Financial Advisors
Hannah Raynes Trilogy Financial Services
James Reinig Reinig amp Associates
David Repka Creative Financial Solutions
Nick Richtsmeier Trilogy Financial Services
Steven Ringquist Raymond James amp Associates
Bret Roberts Morgan Stanley
Keith Robinson Morgan Stanley
Jonathan Roder RBC Capital Markets
Daniel Rosenthall Janiczek amp Company
Kevin Ruebesam Thrivent Financial
Karen Salvatore Shine Investment Advisory Services
James Scatena RBC Wealth Management
Kara Sekavec LPL Financial
David Shapiro Charter Financial Resources
Eileen Sharkey Sharkey Howes amp Javer
Andrea Shortino Ameriprise Financial Services Inc
Gary Sidder Life Transition Planners Page 19
Michael Simmons Transitions Wealth Management Page 23
Mark Sindrich Sindrich amp Associates Page 25
Mark Smith MJ Smith amp Associates
David Sogge RBC Wealth Management
Erik Sorenson Aspen Wealth Management
Gerda Spears RBC Wealth Management
Paul Staib Staib Financial Planning
Keith Stechmesser Thrivent Financial
Thomas Stefaniak Pinnacle Wealth Management Page 22
David Stevens Irongate Financial Services
Carol Sutterfield Capital Evolution Group
Eric Swope Ameriprise Financial Services Inc Page 28
Marilynne Tarrall New West Advisors
Peter Tedstrom Brown amp Tedstrom
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Scott Thisted Bank of AmericaMerrill Lynch
Kris Tower American Portfolios Financial Services
Deborah Towers Towers Wealth Managment
Jennifer Trembley Ethos Financial PartnersAmeriprise Financial Services Inc
Robert Tremlett Charles Schwab amp Company Page 28
James Urbonas Ascent Financial Advisors
Thomas Valdez LPL Financial Corporation
Vince Valentine First Financial Strategies
Ann Vanderslice Retirement Planning Strategies
Jack Venable Ethos Financial PartnersAmeriprise Financial Services Inc
Carin Wagner GHP Investment Advisors
Rhonda Wagner Ameriprise Financial Services Inc
Damian Walsh Walsh amp AssociatesAmeriprise Financial Services Inc Page 28
Nathan Wangerin Thrivent Financial
Sterling Warburton Raymond James Page 25
Kenneth Warner Ameriprise Financial Services Inc
Marilyn Weaver Presidential Brokerage
Daniel Weeks Charles Schwab amp Company
Edward White III Moye White
Brenda Wille-Cope First Financial Strategies
Brian Williams GampW Wealth Management
Craig Williams Williams Investment Network Page 28
Lucila Williams ISIS Financial Group
Diane Zing Trilogy Financial Services
InsuranceVasil Allabashi Wealth Strategies Group
Page 9
John Phillips New York Life Insurance Company
InvestmentsRobert Adams The Milestone Group
Bruce Allen Bruce G Allen Investments Page 10
Candace Allen Wells Fargo Advisors LLC
Steve Allender Aspen Creek Investments
Thomas Alley Morgan Stanley
Philip Almon Wells Fargo Advisors LLC
Gregory Anderson Granderson Wealth Management Group
Doug Applegate Edward Jones
John Arnold Wells Fargo Advisors LLC
Willis Ashby Integra Financial Page 26
Mark E Autterson WIN Wealth Management
Stephen Avis Wells Fargo Advisors LLC
John Baker Morgan Stanley
Haden Barber Oppenheimer amp Company
Mark Barczuk Wells Fargo Advisors LLC
Jeffrey Bartleson Ameriprise Financial Services Inc
Gordon Bauer LPL Financial
Thomas Baumler Asset One
Andy Beasley The Milestone Group
Eric Bench Wells Fargo Advisors LLC
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2013 Five Star Wealth
Man
agers
FS 6 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Brad Bickham Sargent Bickham Lagudis
Jarrod E Biebel Wells Fargo Advisors LLC
Randall Bills Wealth Strategies Group
Ken Blair Edward Jones
Patrick Bloomfield Bloomfield Asset ManagementWells Fargo Advisors Financial Network LLC
Donna Boender Wells Fargo Advisors LLC
Sally Brandt-Lieb Focused Money Advisors
Barry Bruner Wedbush Securities Page 26
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
Tim Butler Robert W Baird amp Company
James Callahan Janiczek amp Company
Douglas Campbell Wells Fargo Advisors LLC
Khankeo Campbell Wells Fargo Advisors LLC
Robert Campbell Wells Fargo Advisors LLC
Timothy Canfield Key Investment Services
Dominic Capuano Robert W Baird amp Company
Mark Christofferson Wells Fargo Advisors LLC
John Claxton RBC Wealth Management
Margaret Colbert Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 26
John Connell Causey Demgen amp Moore
William Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
David Cooper Edward Jones
Tony Coppola The Milestone Group
John Cormey CoBiz Wealth
Jonathan Cox Morgan Stanley Page 23
Thomas Coxhead RBC Wealth Management
John Crumplar Wedbush Securities
Meagan DrsquoAngelo Sargent Bickham Lagudis
Jim Davis Primerica
Lee Ann Day LPL Financial
Patty Delucas Wells Fargo Advisors LLC
Christine DeRose RBC Wealth Management
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Dickey The Investors New StandardINS Capital Management
Angus Dillon Wells Fargo Advisors LLC
Neil Draxler Edward Jones
Stephen Dreiling Capital Investment Counsel
Mark Duffy Denver Retirement Partners
Steve Durman Wells Fargo Advisors LLC
Todd Dussex LPL Financial
Melissa Dyer Raymond James Financial Services Page 24
David Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC Page 24
Michael D Edwards Morgan Stanley
Steven Ehrman LPL Financial
Michael Elam Charles Schwab amp Company
Bret Elliott Elliott Financial
Steven Ellis Colorado Capital Management
Pat Erickson Cascade Financial Management Page 12
Chad Ernzen The Mutual Fund Store
Galina Esterby Morgan Stanley
Scott Farrar Centric Investment Group
Robert Farris Wells Fargo Advisors LLC
Rob Fauver Knopinski amp Fauver Financial Advisors
Robert Fillingham RBC Capital Markets
David Findlow Charles Schwab amp Company
Richard Fishel The Fishel Group
Thomas Fitzgerald RBC Wealth Management
Harvey Friedentag Friedentag Portfolio Management
Brian Friedman GHP Investment Advisors
Maurice Frilot Wells Fargo Advisors LLC
Mark Frohlich Wells Fargo Advisors LLC
Jonathan Fung Bernstein Global Wealth Management
Ian Gardenswartz Ian D Gardenswartz amp Associates
Marc Gaudreault Western Wealth Management
G Gervasini Wakefield Asset Management
Dave Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Kevin Goldin Morgan Stanley
Richard Gongorek Wells Fargo Advisors LLC
Mark Griffin Wells Fargo Advisors LLC
David Groat Groat amp Soucie
Randy Grose Cherry Creek Retirement Advisors
George Gumbiner Marathon Investment Management
Melanie Hanby Asset One
David Hansen Meridian Wealth Management Page 20
Ted Harris The Milestone Group
Robert Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley Page 14
Katherine Heidtbrink Wells Fargo Advisors LLC
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Jade Holt Charles Schwab amp Company
Charlie Host RBC Wealth Management Page 18
Jeffrey Huff Redpoint Capital ManagementWells Fargo Advisors Financial Network LLC
Jonathan Hume AXA Advisors
Cathy Anderson Hyams RBC Wealth Management
Joseph Janiczek Janiczek amp Company
Eric Jasper Edward Jones
Frederic Jauch RBC Wealth Management
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 17
Douglas Johnson Financial Security Management
Jacqueline Johnson RBC Wealth Management Page 18
Joel Johnson Capital Investment Counsel
Patrick Jolliffe Jolliffe Capital
Steven Jones Tenacity Investment GroupRaymond James
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wwwfivestarprofessionalcom mdash FS 7
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Laurence J Kandel Obermeyer Asset Management Company Page 27
Shawn Kelly Townsend Retirement Specialists
Larry Koenigsberg Raymond James
Eric Koeplin The Milestone Group
Scott Koplar Ameriprise Financial Services Inc
Joe Kozmata Raymond James Financial Services Page 24
David Kraatz Morgan Stanley
Andrew Krantz RBC Wealth Management
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Nathan Kubik Carnick amp Kubik
Timothy Kuhlman Morgan Stanley
Porter Landreth Asset One
Dan Large Edward Jones
Daniel Lassen Ameriprise Financial Services Inc
Lori Lawrence Western Equity Group
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
John Lickly First Financial Strategies
Mark Liley Wells Fargo Advisors LLC
Lisa Lo RBC Wealth Management
Christopher Long Charles Schwab amp Company
Christopher Lynett Wells Fargo Advisors LLC
Peter MacMillan Edward Jones Investments
Adam Makkai Makkai Capital Management
Gary Mangelsdorf LPL Financial Page 24
Manuel Martinez Wells Fargo Advisors LLC
Quinn Martinez Clear Creek Investment Services
Michael Massey Edward Jones
Tanya Mathews Meridian Wealth Management Page 20
Roger Maurer Maurer amp Associates Capital Management Page 19
John McCorvie Peak Asset Management
Janet McCoy Seal Financial Services
Chad McDonnell Denver Investments
Brian McDowell Capital Investment Counsel
Richard C McDowell Jr Richard C McDowell Jr
David McKinlay David W McKinlay
Craig Miller Morgan Stanley
Lauretta Moell Wells Fargo Advisors LLC
Matthew Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Becca Moreland Robert W Baird
David Morgan Morgan Stanley
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management Page 20
John Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Richard Negreann Transitions Wealth Management Page 23
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Jesse Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Bill Noyce Walnut Street Securities Page 27
Thomas Obarski LPL Financial Page 27
James OrsquoBrien Gill Capital Partners
Adam OrsquoHair Edward Jones Investments
Mary Pagnard Wells Fargo Advisors LLC
Daniel R Palm Robert W Baird amp Company
Michael Pappas MAP Wealth Management
Christopher Parsons Wells Fargo Advisors LLC
Jeffrey Payne Aspen Wealth Management
Edward Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Jeffery Peoples G5 Financial Group
Craig Perkins CDP Financial Group
Anne Perry Wells Fargo Advisors LLC
Kirk Peterson Peterson Financial Services
Richard Phillips Wells Fargo Advisors LLC
Mitchell Powers Investment Security Group
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 21
Kathy Mezei Raabe Capital Investment Counsel
Walter Rasmussen Morgan Stanley
Jerry Reiff Morgan Stanley
Alan Reifler RBC Wealth Management
Dan Riley Wells Fargo Advisors LLC
Natalie Robbins Edward Jones
Eric Rosel Morgan Stanley
Rich Rust Investment Security Group
Robert Ryan Ryan Financial
Richard Sage LPL Financial
Odette Sahakian Charles Schwab amp Company
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Rick Saunders Wells Fargo Advisors LLC
Donald Sawyer Morgan Stanley
Timothy Scaturro Premier Financial Benefits
Catherine Stahl Scheuber Scheuber Wealth ManagementLPL Financial Page 21
Shelley Schlossberg CastleMountain Financial Services Page 28
Stacia Schmalzer MetLife of the Rockies
Melanie Schmieding Morgan Stanley
Robert Schneebeck RBC Wealth Management
David Schreiber Edward Jones
Elizabeth Schwinghammer Capital Investment Counsel
Kathleen Scott Cherry Hills Investment Advisors
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones Investments
Steve Setchfield Setchfield Associates
Lesley Shiffrin NTB Advisors
Jenna Short Edward Jones Investments
Robert Siegrist Janiczek amp Company
Scott Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
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Man
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FS 8 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
Award winners listed by primary services and listed alphabetically by last name
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Hartsell Soard Wells Fargo Advisors LLC
Tim Soderquist Morgan Stanley
Ann Sparks Wells Fargo Advisors LLC
Sharon Starkey Wells Fargo Advisors LLC
Carrie Steinert Colorado State Bank and Trust Page 25
Beth Stenz Edward Jones
Brenda Stokes-Dixon RBC Wealth Management
Julie R Stone Morgan Stanley
Bill Stordahl Stordahl Capital ManagementWells Fargo Advisors Financial Network LLC
Jeffrey Stotler Edward Jones
Paul Stratton Edward Jones
Adam Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Ted Swenson LPL Financial Page 28
Jeffrey Swingle Edward Jones
Mahone Tarrall New West Avisors
Scott Taylor Value Financial Advisers
Dustin Tidwell Latitude Financial Group
Kristy Tochihara Morgan Stanley Page 22
Richard Todd Innovest Portfolio Solutions
Andrew Torgerson Wells Fargo Advisors LLC
Vernon Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
David Twibell Custom Portfolio Group
Victor Walker Wells Fargo Advisors LLC
Jeff Warren Wells Fargo Advisors LLC
Richard Watson The Milestone Group
Ben Weaver BSW Wealth Partners
Robert Webster Webster Investment Advisors
Marcel Wehr Marc Wehr CPA
Richard Weintraub Meridian Wealth Management Page 20
Chad Williams CIMCO Private Wealth
Jason Williams Schwab Private Client Investment Advisory
Thomas Williams Wells Fargo Advisors LLC Page 28
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Yi-Chen Yang Independent Financial Group
Taylor Yionoulis Nolen Western
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Ali Yousaf Ameriprise Financial Services Inc
Michael Zahler Wells Fargo Advisors LLC
Curt Zeigler Capital Management Group
Jon Zeschin Essential Investment Partners
TaxationKirk Avery Kirk B Avery CPA
Marc Bradac Hanson amp Company CPAs
Timothy Bradley Bradley Consulting Group
William Brashier Brashier amp Foss CPA
Bill Brooks Bill Brooks CPA
Charles Bryson II Bryson Engelstad amp Company
Marilyn R Burnside Marilyn R Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey amp Company
Brent Corrigan Brinkerhoff Revenig amp Corrigan
Matthew Dumford Matthew E Dumford
Mona Feeley WhippleWood CPAs
Mira Fine Hein amp Associates Page 27
Brenda French Brenda A French CPA
Dan Giordano DCG CPAs
Cindy Gomerdinger Gomerdinger amp Associates
Scott Greiner Moye White
Dean Haave Dean Haave CPA
Kenneth Jackson Jackson amp Doerksen
Gary Jacobs Gary A Jacobs amp Associates
Damon Kaplan Kaplan amp Associates Page 27
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Steven Kreisman The Kreisman Group CPAs
James Leake James Leake CPA
Frank Mihoda Mihoda amp Company
Mark Moore Hanson amp Company CPAs
Robert Nadorff Marrs Sevier amp Company
Patricia OrsquoConnor OrsquoConnor amp Company CPAs
Dan Predovich Predovich amp Company Page 20
William Rooney GHP Horwath
Mary Ruparel Tobin Ruparel Konczak amp Mundell
Chris Russo Innovative Accounting Solutions
Kenneth Saliman Smith Brooks Bolshoun amp Company
Mark Sanders Mark L Sanders CPA
Michael Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
James Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates
Daniel Swires Daniel L Swires
Dave Taylor Anton Collins Mitchell
Jefferey Watkins EKSampH
Richard Whipple Jr WhippleWood CPAs
Gregory Zick Zick Business Advisors
Trust ServicesDaniel Rich Steele Street Bank amp Trust
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 9
Special advertiSing Section
Vasil W AllabashiComprehensive Financial Services and Wealth Management
Areas of Focus Comprehensive Financial Services Wealth Management Business Planning and Support Insurance Planning Retirement Planning
Left to right Seated Three-year winner Vasil W Allabashi CLU Lyle Domenitz LUTCFStanding 2011 winner Rico Nelson Rex Thatcher AAMS Robert Fillmore Jeremy Clark
bull Innovative wealth creation accumulation and spending strategiesbull Teams of specialists to coordinate your wealth with business estate and tax objectives
Wealth Strategies Group (formerly VW Allabashi amp Associates LLC) is a complete fi nancial services fi rm incorporating the unique insights developed by Vasil Allabashi during his 53 years in the insurance and fi nancial services industry A premier member of the Denver fi nancial services community since 1987 Wealth Strategies Group specializes in the development and enhancement of client planning by ensuring proper
coordination between all fi nancial assets With a senior management team of 15 WSG assists individuals families and business owners in navigating through all aspects of their fi nancial world employing a distinctive set of strategies and tools to create a clear and exciting map for building and protecting wealth
Wealth Strategies Group6455 South Yosemite Street Suite 300 bull Greenwood Village CO 80111
Phone (303) 770-9020 bull Fax (303) 488-9070wwwwealthsgcom bull wwwwealthsgcom
Securities productsservices and advisory services are offered through Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS)6455 S Yosemite Street Suite 300 Greenwood Village CO 80111 (303) 770-9020 Wealth Strategies Group is not an affiliate or subsidiary of PAS PAS is a member of FINRA SIPC
Neither PAS nor its subsidiaries agents or employees provide tax or legal advice you should consult your tax or legal advisor regarding your individual situation
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agers
FS 10 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Bruce G Allen
Making Your Wealth Work for You
Two-year winner Bruce Allen President AIFAreg CIMAreg CPWAreg General Securities Principal
bull Independent consulting and unbiased advice
bull Comprehensive and ongoing investment management
bull Individualized strategies to achieve your fi nancial goals
We help clients clarify their goals and financial objectives to achieve financial independence
Bruce G Allen Investments LLC was created to serve as our clientsrsquo sole fi nancial advisor mdash as their personal CFO We help them unify the various pieces of their fi nancial puzzle creating an organized fi nancial plan to help our clients realize the
goals and aspirations of their lives We provide consistent and clear communication to monitor their progress and adjust to lifersquos changes
370 17th Street Suite 3580 bull Denver CO 80202Office (303) 592-5535 bull Fax (303) 592-5534
ballennationsfgcom bull wwwbrucegalleninvestmentscom
Investment and advisory products and services are offered through Nations Financial Group Inc Member FINRA SIPC a Registered Investment AdvisorBruce G Allen Investments LLC is a separate entity from Nations Financial Group Inc Availability of services is subject to applicable licensing requirements
Bruce G Allen Investments LLC
Two-
Year
Winn
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agers
wwwfivestarprofessionalcom mdash FS 11
Special advertiSing Section
Destiny CapitalManaging Family Wealth for Generations mdash Since 1977
Counselors to Clients for More Than Just Finances
Left to right Jarrod Musick three-year winner Steve Musick Mabel Pirner Judd Kramer Pat Kramer Ken Crabb
bull Taking a holistic view your personal strategic plan is createdbull We help you achieve freedom by delegating execution of your strategy to usbull As an independent we are able to implement your strategy entirely in-house
Finances are complex and often chaotic At Destiny Capital we look beyond money to help you achieve fi nancial vitality We get to know the complete you mdash your history your present and your future Then through a combination of planning and asset management we bring order to your fi nances so you
can achieve a better quality of life You can always count on us to be here when you need us for valued counsel honest opinions or economic insight After all we believe therersquos more to a fi nancial advisor than strong performance and we will deliver more
13922 Denver West Parkway Suite 150 bull Golden CO 80401Office (303) 277-9977
infodccmailnet bull wwwdestinycapitalcorporationcom
Securities Offered through Destiny Capital Securities Corporation member FINRASIPC
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Man
agers
FS 12 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Pat A EricksonPlan Wisely bull Invest With Confi dence bull Enjoy Life
Securing Your Financial Future and Providing Peace of Mind
Left to right Seated Misty Oxford Brooke WalterStanding Katie Stone three-year winner Pat Erickson
bull More than 30 years of industry experiencebull Providing insight discipline and objectivitybull Protecting and preserving your family wealth
At Cascade we recognize that money means diff erent things to diff erent people No two investors are alike and no cookie-cutter approach will achieve the goals that are important to you Pat works with an expert team to design your unique road map to fi nancial security
950 17th Street Suite 950 bull Denver CO 80202 | 4710 Table Mesa Drive bull Boulder CO 80305Office (303) 292-1121 bull Toll-free (800) 353-0050
pericksoncascade-inccom bull wwwcascade-inccom
Securities offered through Cascade Financial Management Inc Member MSRBFINRASECAdvisory services offered through Cascade Financial Management Inc
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Man
agers
wwwfivestarprofessionalcom mdash FS 13
Special advertiSing Section
G5 Financial GroupThe Power of Experience
Left to right Three-year winner Scott Forsyth CFPreg Managing Principal G5 Financial Group 2013 winner Lawrence Finch CPA Managing Principal G5 Financial Group
bull Comprehensive wealth management pre- and post-retirement income planningbull Financial planning proactive tactical asset management insurance planningbull Wealth accumulation preservation and transfer strategies
The G5 Financial Grouprsquos premise is simple yet rare combine many minds years of experience wisdom talent and skill in order to be more eff ective at solving your unique issues and better meet your needs With more than 20 investment and insurance professionals up and down the front range from
Colorado Springs to Fort Collins the G5 Financial Group off ers the full array of services found in the large national brokerage fi rms while still maintaining the personalized private attention expected from an independent advisor
5613 DTC Parkway Suite 1200 bull Greenwood Village CO 80111Office (303) 721-0691 bull Toll-free (888) 705-7604
scottforsythg5financialgroupcom bull larryfinchg5financialgroupcom bull wwwg5financialgroupcom
Securities and Advisory Services offered through Geneos Wealth Management Inc Member FINRASIPCAdvisory Services offered through G5 Financial Group RIA LLC and Financial Design and Management SEC-Registered Investment Advisors
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2013 Five Star Wealth
Man
agers
FS 14 mdash wwwfivestarprofessionalcom
Special advertiSing Section
The Hauer Group at Morgan StanleyAchieving Your Goals Is Our Objective
Comprehensive Wealth Management
Left to right Three-year winner Todd M Hauer CIMAreg Senior Vice President Wealth Advisor Tonya Krueger Senior Registered Associate Martin Agebrand CFPreg Financial Advisor
bull Helping you build your plan for tomorrow todaybull Investment advisory diversifi cation and hedging strategies tailored lendingbull Philanthropy and wealth transfer consulting
Your investments are not just about your money They are also about your hard work your dreams your aspirations your family and your future We are committed to understanding you your needs and objectives Together we will help you create a fi nancial strategy that addresses short- and long-term goals Then at every turn we will be here for you advising and adjusting strategies along the way
Todd is pleased to be selected for the Five Star Wealth Manager award a third consecutive year We are grateful to all our valued clients who made it possible
5251 DTC Parkway Suite 1500 bull Greenwood Village CO 80111Office (720) 488-2406 bull Toll-free (800) 347-5099
toddhauermorganstanleycom bull wwwmorganstanleyfacomtoddhauer
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 15
Special advertiSing Section
Kean O Boucher
A Comprehensive Independentand Unbiased Approach
bull Comprehensive wealth management
bull Personalized estate planning
bull Customized retirement strategies
Two-year winner Kean O Boucher Private Wealth ManagerLPL Branch Manager
Mitigating and managing risk is fundamental to any wealth management plan With you we will create strategies that position your assets to take advantage of opportunity and to help protect those assets should the investing environment deteriorate Boucher Wealth Management Group is a comprehensive fi nancial services fi rm committed to helping you improve your long-term fi nancial success through a rational and well-reasoned approach to wealth management and estate planning
4600 South Syracuse Street 9th Floor bull Denver CO 80237230 Center Drive bull Glenwood Springs CO 81601
Toll-free (800) 318-8840
keanboucherlplcomboucherwmgcom
Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor Member FINRASIPC Advertisement sponsored in part by Lincoln Financial Distributors
Two-
Year
Winn
er
Daniel Cook and Jesse Morris
Helping Our Clients Navigate the Path to a Better More Secure Future
bull Providing customized fi nancial solutions
bull Passionately pursue excellence
bull Providing an exceptional client experience
Left to right 2013 winner Jesse Morris AIFreg CFSreg and two-year winner Daniel Cook AIFreg CFPreg
We are both honored to have received this award At Summit Wealth Group we believe fi nancial planning is not an end unto itself Rather by providing our clients with customized fi nancial solutions we help them pursue the real goal of achieving their hopes and dreams Whether it is spending more time with the grandkids becoming a ldquoscratchrdquo golfer or supporting a favorite charity Summit Wealth Group exists so our clients can devote their time and energy to pursuing life
9360 Station Street Suite 400 Lone Tree CO 80124
Offi ce (303) 688-6499
jmorrissummitwealthgroupcom dcooksummitwealthgroupcom
wwwsummitwealthgroupcom
Securities and Advisory Services offered through Commonwealth Financial Networkreg Member FINRASIPC a Registered Investment Adviser Fixed insurance products and services offered by Summit Wealth Group are separate and unrelated to Commonwealth
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Special advertiSing Section
James M Graham IV
Passionately Enriching theLives of Our Clients
bull We off er a lifetime fi nancial-focusing program to help our clients make wise decisions with their wealth
bull Relationship capability confi dence
Left to right Je Shafer CPA Aaron Huntoon MBA CRPCreg Lene Graham two-year winner Jay Graham MBA CRPCreg
This recognition provides a unique opportunity to say thank you to our clients We greatly appreciate the confi dence you have placed in us and we are very mindful of the impact our work has on your fi nancial future Listening to your goals and dreams and then creating a customized fi nancial plan to give you a greater opportunity for success is extremely rewarding for us We look forward to continuing to help you build your fi nancial future
mdash With appreciation the McCrea Allen team
8055 East Tufts Avenue Suite 1400Denver CO 80237
Offi ce (303) 714-4761
jaygrahamLFGcomwwwmccreaallencom
James McCrea Graham IV is a registered representative of Lincoln Financial Advisors Corp Securities and investment advisory services offered through Lincoln Financial Advisors Corp a brokerdealer (member SIPC) and registered investment advisor Insurance offered through Lincoln affiliates and other fine companies CRN201308-2083990
McCrea Allen is not an affiliate of Lincoln Financial Advisors Corp
Two-
Year
Winn
er
The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately-held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Gary A Peterson CRPCreg Vice President ndash Financial Advisor Elyse Baker Registered Associate Manda Neuman Intern Ron A Zimmermann CFPreg CPWAreg Vice President ndash Financial Advisor
The philosophy of the Falcon Group with Five Star Wealth Manager Gary Peterson is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while providing our clients with an acceptable rate of return Generally we manage portfolios tactically to control risk and generate returns consistent with the customized goals and objectives of our clients
370 17th Street Suite 2800Denver CO 80202
Offi ce (303) 572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstances from an independent tax advisorcopy2013 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 17
Special advertiSing Section
Garret T Jett
Your Wealth Your FutureOur Focal Point
bull Disciplined investment approach based on modern portfolio theory overlaid with technical trend analysis security selection and a tactical allocation for a sophisticated approach to risk management
Left to right Two-year winner Ryan Murphy Kathleen Leopold four-year winner Garret T Jett Financial Advisor Associate Vice President APMASM Gregory Dexter
As a fi nancial advisor my mission is to help you plan for the fi nancial future you envision for yourself and your family My practice works with you to create a plan that simplifi es your overall fi nancial picture Our team uses todayrsquos technology to integrate a sophisticated wealth management program with an emphasis on risk management while striving to set ourselves apart from our competition The goal of this system is to provide you with the confi dence needed to navigate through the ldquonew-normal economyrdquo and prepare for the certainty of uncertainty in life We inform our clients on their investment options for the issues that matter most while adhering to our integrity and ethics
10375 Park Meadows Drive Suite 125Lone Tree CO 80124
Offi ce (303) 222-2612 Ext 2612Toll-free (800) 332-9222 Ext 2612
gjettampfcomameripriseadvisorscomgarrettjett
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Asset allocation does not assure a profit or protect against loss in declining markets
Jerry L Gruber
A Comprehensive Integrated Disciplined Approach
bull A strategy-fi rst approach
bull Dedicated and unbiased service and advice
bull Building lasting client relationships
Left to right Terri Tillotson Offi ce ManagerExecutive Assistant Jody Hinsey Partner 2013 winner Jerry L Gruber Certifi ed Wealth Strategist CLUreg ChFCreg CWS Owner Partner Mary Ann Perez Marketing Coordinator
We are an independent fi nancial planning fi rm and are not tied to any single company or product
The fi rst step in our relationship begins with developing a customized written strategy for each client Once we agree on your strategy we search the universe for the most appropriate fi nancial solutions for you Then we implement review and monitor the strategies to make sure you stay on track toward your personal and fi nancial goals and objectives
68 Inverness Lane East Suite 104Englewood CO 80112
Offi ce (303) 290-6113Toll-free (888) 290-6117
jgrubergreenbookwmcomwwwgreenbookwmcom
Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inccopy Five Star
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sional
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2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Johnson Host Investment Group
Expertise You Can Trust
bull Committed to placing our clients fi rst
bull Focused on retirement and income solutions
bull Working in partnership with our community
Left to right Shea Macias Senior Investment Associate four-year winner Charlie Host Associate Vice President ndash Financial Advisor2013 winner Jackie Johnson Vice President ndash Financial Advisor
At Johnson Host Investment Group we are dedicated to earning our clientsrsquo trust by taking the time to get to know them and their families We discuss what is important to them and utilize this information to build individualized wealth management plans that are as unique as they are
Jackie and Charlie both received the Five Star Wealth Manager award in 2013
1200 17th Street Suite 2200Denver CO 80202
Jackie Johnson (303) 595-1102Charlie Host (303) 595-1193Shea Macias (303) 595-1123
wwwjohnsonhostinvestmentgroupcom
Kummer Financial Advisors Team
Helping to Align Your Goals for a Successful Future
bull Creating ethical solutions for more than 26 years
bull Objective personal guidance holistic plannin g
bull Tailored wealth accumulation strategies
Left to right Phil Wilson Julie Fletcher four-year winner Patricia Kummer Greg Richards
A dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy
Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Our full-service team can provide personal attention to your specifi c needs
Our mission is to provide fi nancial services education and advice to professionals and families to better enable them to achieve peace of mind and fi nancial security
8871 Ridgeline Boulevard Suite 100 Highlands Ranch CO 80129
Phone (303) 470-1209
clientservicekummerfi nancialcom wwwKummerFinancialcom
Kummer Financial Strategies Inc is an independent Registered Investment Advisory firm
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 19
Special advertiSing Section
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCO ve-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the fi fth
straight year
4600 South Syracuse Street Suite 1060 Denver CO 80237
Offi ce (303) 757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
WINNER
Life Transition Planners
Innovative Solutions to Navigate Lifersquos Transitions
bull Caring experienced and dedicated
bull Solid principles sound strategies
bull Your goals our mission
Left to right Three-year winner Bob Holland CFPreg 2012 winner Deb Johnson ChFCreg CDFAtrade and ve-year winner Gary Sidder CFPreg
LTP is a fee-based comprehensive fi nancial planning and wealth management practice All of our clients get the benefi ts of a full fi nancial plan before we recommend any course of action beginning with the end in mind As fi duciaries we strive to place the interest of our clients ahead of our own at all times Building lasting relationships and helping our clients to meet their fi nancial and life goals such as wealth accumulation and retirement distribution strategies are the foundations of our practice We are passionate about educating our clients and helping them succeed
Life Transition Planners Inc7631 Shaff er Parkway Suite A bull Littleton CO 80127-3011
Phone (303) 933-6226 bull Toll-free (800) 926-3302
bobhollandlifetransitionplannerscomgarylifetransitionplannerscomdeblifetransitionplannerscomwwwlifetransitionplannerscom
wwwrhollandretirementtimecom
CERTIFIED FINANCIAL PLANNERtrade practitioner as authorized by the Certified Financial Planner Board of StandardsSecurities and Investment Advisory Services offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Life Transition Planners Inc
WINNER
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2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Daniel J Predovich
Solutions for Complexity
bull Tax planning and preparation
bull Accounting and bookkeeping
bull Financial services
Two-year winner Daniel J Predovich CPA CFE CFF CITP
We are privileged to live in Colorado and like our clients take full advantage of what Colorado has to off er This shared interest allows us to profoundly connect with clients We look forward to explaining to you the complexities of tax and fi nance in nontechnical terms We work side-by-side with your fi nancial advisors to manage your fi nancial world Our success is a direct measure of our large-fi rm resources molded around small-fi rm friendliness
1745 Shea Center Drive Suite 360 Highlands Ranch CO 80129
Offi ce (303) 791-3000Fax (303) 791-0665
JBolgrendpredovichcomwwwdpredovichcom
Two-
Year
Winn
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Meridian Wealth Management
Unbiased and Independent
bull Working together on lifersquos ldquowhat ifsrdquo
bull Independence powered by LPL Financial
bull Trusted guidance exceptional service
Left to right Two-year winner Richard Weintraub three-year winner Richard Mowertwo-year winner Tanya Mathews four-year winner David Hansen
It is a great honor for all four partners in Meridian Wealth Management to again receive the coveted Five Star Wealth Manager award
As an independent fi rm we provide truly unbiased investment advice and highly personalized service Founded by seasoned and accomplished investment advisors our fi rm intentionally serves a limited number of valued clients Serving fewer clients lets us develop intimate relationships and create multigenerational trust
4430 Arapahoe Avenue Suite 210Boulder CO 80303
Boulder (720) 274-1656Denver (303) 357-4741
meridianteamcom
Securities offered through LPL Financial member FINRASIPC Investment advice offered through Meridian Wealth Management a registered investment advisor and separate entity from LPL Financialcopy Five
Star Pro
fessio
nal
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 21
Special advertiSing Section
Catherine Stahl Scheuber
You the Client Are the Greatest Asset in Our Business
bull Listening understanding implementing mdash our process
bull Trust confi dentiality quality service mdash focused on you
bull Let us assist you in your fi nancial journey
Left to right 2013 winner Catherine Stahl Scheuber CRPCreg 2009 winner Carshon Rodgers
It is an honor to receive this recognition With more than 30 years of experience in the fi nancial services industry I have navigated through numerous market cycles Together my clients and I have weathered the ups and downs It is managing
reasonable expectations that make us successful Thanks to each of you for your trust It is my passion to assist people in hopes of addressing their fi nancial goals I assist high-net-worth individuals and it is my pleasure
5201 South Yosemite Street Suite 201Greenwood Village CO 80111
Offi ce (303) 963-5705
catherinescheuberlplcom wwwcatherinescheubercom
Securities and Financial Planning offered through LPL Financial a registered Investment Advisor Member FINRASIPC
Sandon Purcell
A Team Approach to Assist
bull More than 60 years of combined experience
bull Multigenerational services
bull D ividend-oriented income strategies
Left to right Loretta Freelong Client Services Manager two-year winner Sandon ldquoSandyrdquo Purcell Branch Manager Daniel ldquoDanrdquo Andrews Financial Advisor
It is our mission to always be committed to our core values of client service integrity and honest advice Having the support of a large fi rm like Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone combined with our independent spirit we believe we are able to off er our clients the very best possible experience
Call us today for a complimentary fi nancial analysis
Purcell Capital Management5299 DTC Boulevard Suite 210Greenwood Village CO 80111
Offi ce (303) 800-3350Toll-free (888) 338-4713
sandonpurcellwfafi netcom wwwpurcellcapitalcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank
affiliate of Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0813-05666]
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Special advertiSing Section
TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Four-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Registered CSA
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 26 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 23 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120 Boulder CO 80302
Kristy (303) 545-1844Noel (303) 545-1845
kristytochiharamorganstanleycom wwwmorganstanleyfacomtochiharaculberso n
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Tom Stefaniak
Investing for Your Best Interest
bull Face-to-face meetings
bull Personalized fi nancial planning
bull Surge and protect investment strategy
2009 2010 2011 2012 and 2013 winner Tom Stefaniak
ldquoOn behalf of all of us at Pinnacle Wealth Management I would like to thank our clients for the trust they have placed in us We truly appreciate itrdquo mdash Tom Stefaniak
Tom Stefaniak is dedicated to developing long-term relationships to provide outstanding client service and accessibility to assist clients with a wide range of fi nancial needs
Tom Stefaniak has been a CERTIFIED FINANCIAL PLANNERtrade practitioner since 1990 and has more than 25 years of experience in the fi nancial services industry
2696 South Colorado Boulevard Suite 430 Denver CO 80222
Offi ce (303) 806-0988
tompinnaclewmcom wwwpinnaclewmcom
Securities offered through LPL Financial ndash Member FINRASIPC ndash Investment Advice offered through Pinnacle Wealth Management a Registered Investment Advisor and a separate entity from LPL Financial
WINNER
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 23
Special advertiSing Section
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce (303) 689-7424Toll-free (800) 991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 years I have been helping clients develop fi nancial planning strategies that address multigenerational planning as well as day-to-day needs My talented team and I strive to enhance our clientsrsquo abilities to make fi nancial and investment decisions
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Private Weath AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
WINNER
John Cox
370 17th St Ste 5100Denver CO 80202
Offi ce (303) 595-2125Toll-free (800) 767-9983johncoxmorganstanleycom
bull Discretionary active account managerbull Average relationship duration 19 yearsbull 30 years as an investment professional
Relationships for the Long Run
In this new era of economic uncertainty the traditional approach to long-term investing needs to be questioned With more than 30 years as an investment professional and asset manager John utilizes active management risk strategies and discipline to build and protect client assets This approach has resulted in relationships that last through generations Is active account management for you
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Portfolio Manager Financial Advisor
Transitions Wealth Management TeamWealth Management Through a
Comprehensive Five-Step Process
bull Simple and elegant wealth management
bull Disciplined approach to our process
bull Collaborative needs-based solutions
Left to right Five-year winner Bruce Bendell CPA PFS three-year winner Josh Lozow two-year winner Michael Simmons CFPreg four-year winner Richard Negreann CPA PFS
Transitions Wealth Management LLC assists those experiencing life transitions (widows divorce retirement inheritance and liquidity events) to make intelligent decisions with their fi nances through a comprehensive fi ve-step process We do this by acting as your personal wealth manager We use a consultative process to identify your current fi nancial situation and challenges and then design solutions intended to help you achieve your most important goals
8101 East Prentice Avenue Suite 800Greenwood Village CO 80111
Phone (303) 221-4867 Toll-free (800) 230-2941
infotransitionswmcom wwwtransitionswmcom
Registered Investment Advisor Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability Transitions Wealth Management LLC and the Five Star program are not affiliated
WINNER
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2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340 Ext 2Direct (720) 209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
Personalized Financial Planning
Blending integrity hard work and a willingness to listen to each client like he or she is the only investor in the world Melissa Dyer is dedicated to assisting her clients in reaching their fi nancial goals She uses a hands-on approach when working with clients meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives Five Star Wealth Manager 2012 and 2013
Securities o ered through Raymond James Financial Services Inc Member FINRASIPC The Five Star award is bestowed by an independent third party organization not a liated with Raymond James
CERTIFIED FINANCIAL PLANNERtrade MBA
Two-
Year
Winn
er
Samantha Ediger
15 S Main StBrighton CO 80601
Offi ce (303) 659-5532samanthaledigerwellsfargocomwwwwfadvisorscomsamanthalediger
bull Honest well-thought-out advice bull Custom-tailored investment planning bull Client-focused relationship management
Client-Focused Wealth Management
During my 23 years in fi nancial services I have helped families grow wealth improve retirement lifestyles and preserve income I save you time simplify complex issues and help manage transitions
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC is a registered broker-dealer and a separate non-bank
affiliate of Wells Fargo amp Company Member SIPC [CAR 0813-04471]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor Assistant Vice President ndash Investments
Joseph Kozmata
Raymond James Financial Services 10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340
Josephkozmataraymondjamescom
RaymondJamescomJosephKozmata
bull Comprehensive wealth managementbull Investments tailored to clientsrsquo objectivesbull Personalized service
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade and Chartered Financial Analystreg credentials Joe focuses his eff orts on managing and preserving his clientsrsquo wealth for their fi nancial future He works with his clientsrsquo CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 and 2013
Securities offered through Raymond James Financial Services Inc Member FINRASIPC This Five Star Wealth Manager award is bestowed by an independent third party
organization not affiliated with Raymond James
CFPreg CFAreg
Two-
Year
Winn
er
Gary Mangelsdorf
LPL Financial 14143 Denver W Pkwy Ste 510 Golden CO 80401
Offi ce (303) 393-2378
garymangelsdorflplcom wwwColoradoFinancialPartnerscom
bull Comprehensive fi nancial planning bull Unparalleled client service bull Solid unbiased advice
Your Needs Come First
In todays complex fi nancial environment timely insights and prudent guidance are essential for eff ectively managing personal assets and achieving fi nancial success Over the past 25 years Gary has developed a proprietary asset-allocation model designed to match a clients short- and long-term goals with their tolerance to risk His dedication and experience can help you pursue greater fi nancial well-being Contact Gary today for a free no-obligation consultation
Securities and Financial Planning offered through LPL Finanical a Registered Investment Advisor Member FINRASIPC
Financial Advisor
WINNER
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 25
Special advertiSing Section
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80206Phone (303) 331-6434elizabethoingfpcomwwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
Integrity bull Excellence bull Commitment
Elizabeth has an impressive reputation for objective intelligent highly-personalized service Her integrity and experience enable her to deliver eff ective plans that refl ect her clientsrsquo values personal objectives and long-term goals Her breadth of knowledge makes her a trusted fi nancial advisor able to inform motivate and advise clients so they are best positioned for success and peace of mind
Securities and investment advisory services o ered through ING Financial Partners Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by ING Financial Partners
Financial Advisor MBA University of Colorado
Mark Sindrich
1490 South Pearl St Denver CO 80210 Offi ce (303) 744-8899 Toll-free (800) 825-8259 infosindrichcom wwwsindrichcom
bull Clarity confi dence consensus accountability bull Answers to the ldquowhat ifsrdquo that keep you up at night bull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions to each of our clientrsquos unique fi nancial needs that are clear and simple We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Sindrich amp Associates or
Five Star Professional NFP Securities Inc does not provide legal or tax advice
CERTIFIED FINANCIAL PLANNERtrade
Carrie Steinert
1600 Broadway Denver CO 80202 Direct (303) 864-7264 Cell (303) 507-4644 csteinertcsbtcom wwwcsbtcom
bull Relationships built on trust integrity and objective advice bull Customized wealth management solutions bull Easy-to-understand fi nancial strategies
Long Live Personal Relationships
Carrie off ers an array of comprehensive wealth management services designed to meet the needs of high-net-worth individuals families and business owners Every client enjoys a one-on-one relationship to address individual fi nancial priorities For more than 20 years Carrie has delivered an experienced disciplined approach to providing customized solutions for clients Call Carrie Steinert to discuss your fi nancial future
copy2013 Colorado State Bank and Trust a division of BOKF NA Member FDIC Equal Opportunity Lender
Vice President Client Advisor CTFA Series 7 66 ndash IAR Ins
S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce (303) 200-1441Cell (719) 210-6817toddwarburtonraymondjamescom
FrontRangeFinancialConsultingcom
bull Retirement planning bull Custom portfolio management bull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President ndash InvestmentsBranch Manager
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2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Special advertiSing Section
8742 Lucent Blvd Ste 600 Highlands Ranch CO 80129 Office (303) 305-5446 randyandersonaxa-advisorscom wwwrjandersonfinancialcom
Randy J Anderson
I provide financial services to help people clarify and define their financial goals recommend strategies that fit their needs and monitor their financial progress
Randy Anderson o ers securities through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity and
insurance products o ered through AXA Network LLC RJ Anderson Financial LLC is not owned or operated by AXA
Advisors or AXA Network AGE-80340(0912)(exp0914)
Financial Professional CFPreg
WINNER
5105 DTC Pkwy Ste 316Greenwood Village CO 80111Office (303) 220-5525 Toll-free (800) 898-5450willisintegrafinancialwswwwintegrafinancialws
Willis Ashby
With more than 30 years of experience Willis offers trusted personalized and value-based financial planning services to help you achieve your goals and minimize risk throughout the changing stages of your life As an independent advisory firm there are no conflicts of interest with banks or a brokerdealer We work only for you
President and CFPreg
4643 S Ulster St Ste 1350Denver CO 80237Office (303) 200-1440Cell (303) 829-4790PaulaBoykaraymondjamescomFrontRangeFinancialConsultingcom
Paula Boyka
Understanding your visionWe believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of appropriate asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President Investments
14143 Denver W Pkwy Ste 510 Golden CO 80401 Direct (303) 942-1717 Office (720) 445-7294 christopherbruhllplcom wwwmyfinancialdynamicscom
Christopher P Bruhl
Our goal at Financial Dynamics LLC is to coordinate both investment and risk management strategies crafting effective multidisciplinary financial plans for business owners self-employed professionals and their key people
Securities amp Financial Planning o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Wealth Advisor ChFCreg CLUreg CFPreg
50 S Steele St Ste 850Denver CO 80209Office (303) 377-7327Phone (800) 313-7239barrybrunerwedbushcom
Barry Bruner
Barry helps his clients achieve their financial g o a l s b y d e s i g n i n g i nv e s t m e n t a n d retirement strategies specific to their needs and objectives He focuses on building long-term relationships with his clients while consistently using a prudent approach to investing
wwwwedbushcom | Member NYSEFINRASIPC
Senior Vice President Investments
Two-
Year
Winn
er
2229 S Joliet WayAurora CO 80014Direct (303) 306-6639katiecollinslplcomwwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 29 years of experience Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
650 S Cherry St Ste 710Denver CO 80246Phone (303) 355-8500frankcoloradoelderlawcom
Frank J Danzo III
Frank has committed his law practice to planning and implementing specialized estate plans for individuals and families Frank is a member of the trust and estate and elder law sections of the Colorado Bar Association and the Denver Estate Planning Council
EstateBusiness Planning Elder Law
370 17th St Ste 2800Denver CO 80202Phone (303) 572-4825phildispensemorganstanleycom
Phil Dispense
Phil has 17 years of experience in retirement planning custom portfolio management and company retirement plansFive Star award winner 2009 ndash 2013
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor CFPreg Chartered Retirement Plans Specialist
WINNER
Daniel C Doherty PC 357 Main StLongmont CO 80501Phone (303) 532-2880Fax (303) 532-2990danieldohertylawcom
Daniel C Doherty
Dan specializes in estate gift and income tax law the law of wills trusts and estates estate planning probate and trust settlement guardianship and conservatorship business formation planning and succession and charitable gifting and asset preservation strategies
JD LLM
Two-
Year
Winn
er
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 27
Special advertiSing Section
7979 E Tufts Ave Ste 715Denver CO 80237Office (303) 689-7465patrickjanssenampfcom ameripriseadvisorscompatrickjanssen
Patrick H Janssen
As a Financial Advisor with a Certified Divorce Financial Analyst designation my goal is to help my clients succeed through the complex financial change and recovery that divorce can create
Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise
Financial Services Inc Member FINRA and SIPC
MBA CDFAtrade
3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom
Laurence J Kandel
On behalf of the entire firm I would like to thank our wonderful clients for their continued loyalty and partnership I look forward to our ongoing relationships and find them extremely rewarding
At Obermeyer Asset Management Company we are deeply committed to delivering a highly individualized approach and
sound thoughtful investment advice designed to preserve and grow our clientsrsquo net worth
Vice President Investments and Client Advisory
Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom
Damon L Kaplan
Thank you for this prestigious honor Dedication to clients is the foundation for building long-term relationships and strong partnershipsOur areas of focus include personal business and bankruptcy taxation estatebusiness planning
CPA
7400 E Orchard Rd Ste 120 Greenwood Village CO 80111 Phone (303) 683-9555 wnoycejrwalnutstreetcom
Bill Noyce
As an investment advisor representative with Walnut Street Securities Bill has built his practice around helping clients define achieve and grow their individual financial aspirations
Securities and investment advisory services o ered through registered representatives and investment advisor representatives
of Walnut Street Securities Inc Member FINRASIPC
Investment Advisor Representative
Hall amp Evans LLC1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom
Joyce H Nakamura
With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives Her areas of focus include estate planning trust and estate administration litigation and charitable and business succession planning
WINNER
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office (720) 836-4534
David W Moritz
I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg
1999 Broadway Ste 4000Denver CO 80202Office (303) 298-9600mfineheincpacomwwwHeinCPAcom
Mira Fineacute
Mira provides tax planning and compliance services to family business trusts and estates She assists clients with significant transactions retirement planning succession planning executive compensation planning estate planning exit planning and entity structuring and planning
National Director of Tax Operations
2000 S Colorado BlvdSte 2-630Denver CO 80222Phone (303) 779-2524sgordoncornerstoneassetscomwwwcornerstoneassetscom
Stephen Gordon
Long-term client relationships based on customized planning wealth management s t r a t e g i e s a n d p r o a c t i v e o n g o i n g maintenance Stephen has more than 17 years of experience providing financial services with an independent firm Investment Advisory Services o ered through CUE Financial Group Inc
an SEC-Registered Investment Advisor Branch o ce of and securities o ered through Foothill Securities Inc member FINRASIPC
President Registered Principal
WINNER
LPL Financial5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski
Tom Obarski
Thank you for this award for five years in a rowOur focus working toward the protection of retirement assets and investment education
Securities o ered through LPL Financial Member FINRASIPC
LPL Branch Manager
WINNER
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Profes
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2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
Year
Winn
er
14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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Profes
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2013 Five Star Wealth
Man
agers
FS 4 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Richard Costner G5 Financial Group
Benita Creacy DC amp AssociatesAdvanced Financial Solutions
Kevin Cross Charles Schwab amp Company
Carter Dammen Morgan Stanley
Seth Davis RMB Capital Management
Jordan Dechtman Jordan Dechtman Wealth Management
Clinton Demming The Holben Group
Louis DeNiro Ameriprise Financial Services Inc
John Diak Oatley amp Diak
Robert Dietz RBC Wealth Management
Ben DiSalle JP Turner amp Company
Phil Dispense Morgan Stanley Page 26
Jeffrey Donahue Donaco Financial
Robert Douglass Douglass Financial Group
Kathleen Drake Ameriprise Financial Services Inc
Pam Dumonceau Consistent Values
Robert Eberhardt AampI Financial Services
Deborah Eggleston Wealth Concepts
Gene Fahlsing Capital Financial Services
Raeyane Farrell Ameriprise Financial Services Inc
Alexander Feick Paragon Capital Management
Lawrence Finch G5 Financial Group Page 13
Nelisha Firestone Firestone Financial Group
Keith Fisher Financial Designs
Tamara Fontenot Ameriprise Financial Services Inc
Scott Forsyth G5 Financial Group Page 13
Elyse Foster Harbor Financial Group
Gustin Fox-Smith Fox-Smith Wealth Management
Keree Frakes MetLife Resources
Mark Fuhrman LPL Financial
Matthew Gehring Summit Wealth ManagementAmeriprise Financial Services Inc
Kimberly Gieseler Colorado Financial PartnersLPL Financial
Stephen Gordon Cornerstone Asset Management Page 27
Gerald Graham The Timberline Group
James Graham IV Lincoln Financial Advisors Page 16
Janet Greiner American Zang Investment Council
Rodney Greiner American Zang Investment Council
Aaron Grey Denver Money Manager
Robert E Grey Denver Money Manager
Whitney W Grimm Summit Wealth ManagementAmeriprise Financial Services Inc
Jerry Gruber Greenbook Wealth Management Page 17
Mimi Hackley Sharkey Howes amp Javer
Chad Harmon AampI Financial Services
Roger Harris R Kent Harris amp Associates
Christopher Hassett Eagle Strategies
Joshua Hattig Hattig Financial Company
Lynn Hendricks Hendricks Financial Services
Lisa Henning New York Life
Stephanie Herdahl The Financial Group
Jeffrey Hill Global Wealth Management GroupLPL Financial
Jennifer Hilts First Command Financial Planning
Robert Hochstadt GHP Investment Advisors
Robert L Holland Jr Life Transition Planners Page 19
Kevin Hollis First Command Financial Services
Guy Holman TCI Wealth Advisors
Greg Horstman Prosperion Financial Advisors
Brett Howard Cherry Street Partners
Lawrence Howes Sharkey Howes amp Javer
Phil L Jacobson Synergy Financial Partners
Patrick Janssen Ameriprise Financial Services Inc Page 27
Joel Javer Sharkey Howes amp Javer
Karen Jessey Wealth Strategies Group
Andy Kark MZ Kark amp Associates
Marvin Kark MZ Kark amp Associates
David Keller Wealth Strategies Group
Jonathan Kelley Hinds Financial Group
Matthew Kelley Gold Medal Waters
Rebecca Kennedy Brown amp Tedstrom
Gary Keyfauver Raymond James
Harold Kirschner Sharkey Howes amp Javer
Cain Kobert Rocky Mountain Wealth Management
Nathanael Koch Causey Demgen amp Moore
Christopher Kolker AXA Advisors
Patricia Kummer Kummer Financial Strategies Page 18
Tina Kvitek Thrivent Financial
Paul Lambert Cherry Street Partners
Neal Landauer Cetera Advisors
Bruce Larsen Presidential Brokerage
Ken Larson RBC Wealth Management
Chad Leigh Exit amp Retirement Strategies
Peter Lengsfeld Presidential Brokerage
Richard Levine Synergy Financial Partners
David Loos Charles Schwab amp Company
Ronald Lottridge Catalyst Financial Strategies
Josh Lozow Transitions Wealth Management Page 23
Andy Lyford Charlton Investment Services
Tupper MacDowell Robert W Baird
Joel Martin Denver Money Manager
Marla Mason Presidential Brokerage
Nicole May Ameriprise Financial Services Inc
Cris McBride NFP Securities
Colin McCoy GCG Financial
Mark McCulloch Morgan Stanley
Michael McDonald LPL Financial
Terry Melonakis Melonakis Financial
Salvatore Miceli Miceli Financial Planning
Joe Michalski Focused Money Advisors
Ann Marie Milinazzo Hadad-Milinazzo Financial Group
Jon Moore Moore Financial Group
David Moritz Ameriprise Financial Services Inc Page 27
Jesse Morris Commonwealth Financial Network Page 15
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sional
2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 5
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
David Morrison Prosperion Financial Advisors
Angela Mueting Thrivent Financial
Ryan Murphy Ameriprise Financial Services Inc Page 17
Jay Murray RM Infinity Advisors
Steven Musick Destiny Capital Page 11
Leslie Myers Myers Financial Limited
Thomas Nazzaro American Portfolios Financial Services
Neil Nichols Intentional Wealth
Amy Noel Amy Noel
Patrick Nolen Nolen Western
Sarah Nowfel First Financial Equity CorporationNowfel Private Wealth Management
Elizabeth OrsquoDonnell OrsquoDonnell Wealth Management Page 25
Karen Ogard Robert W Baird
Sean OrsquoNeill Raymond James Financial Services
David Partheymuller Normandy Group
Roy Persky LPL Financial
Gary Peterson Morgan Stanley Page 16
Russell Petrin Morgan Stanley
Alan Piehl Alan R Piehl CPA
Mary Pierce Ameriprise Financial Services Inc Page 28
Sybil Praski Prosperion Financial Advisors
Hannah Raynes Trilogy Financial Services
James Reinig Reinig amp Associates
David Repka Creative Financial Solutions
Nick Richtsmeier Trilogy Financial Services
Steven Ringquist Raymond James amp Associates
Bret Roberts Morgan Stanley
Keith Robinson Morgan Stanley
Jonathan Roder RBC Capital Markets
Daniel Rosenthall Janiczek amp Company
Kevin Ruebesam Thrivent Financial
Karen Salvatore Shine Investment Advisory Services
James Scatena RBC Wealth Management
Kara Sekavec LPL Financial
David Shapiro Charter Financial Resources
Eileen Sharkey Sharkey Howes amp Javer
Andrea Shortino Ameriprise Financial Services Inc
Gary Sidder Life Transition Planners Page 19
Michael Simmons Transitions Wealth Management Page 23
Mark Sindrich Sindrich amp Associates Page 25
Mark Smith MJ Smith amp Associates
David Sogge RBC Wealth Management
Erik Sorenson Aspen Wealth Management
Gerda Spears RBC Wealth Management
Paul Staib Staib Financial Planning
Keith Stechmesser Thrivent Financial
Thomas Stefaniak Pinnacle Wealth Management Page 22
David Stevens Irongate Financial Services
Carol Sutterfield Capital Evolution Group
Eric Swope Ameriprise Financial Services Inc Page 28
Marilynne Tarrall New West Advisors
Peter Tedstrom Brown amp Tedstrom
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Scott Thisted Bank of AmericaMerrill Lynch
Kris Tower American Portfolios Financial Services
Deborah Towers Towers Wealth Managment
Jennifer Trembley Ethos Financial PartnersAmeriprise Financial Services Inc
Robert Tremlett Charles Schwab amp Company Page 28
James Urbonas Ascent Financial Advisors
Thomas Valdez LPL Financial Corporation
Vince Valentine First Financial Strategies
Ann Vanderslice Retirement Planning Strategies
Jack Venable Ethos Financial PartnersAmeriprise Financial Services Inc
Carin Wagner GHP Investment Advisors
Rhonda Wagner Ameriprise Financial Services Inc
Damian Walsh Walsh amp AssociatesAmeriprise Financial Services Inc Page 28
Nathan Wangerin Thrivent Financial
Sterling Warburton Raymond James Page 25
Kenneth Warner Ameriprise Financial Services Inc
Marilyn Weaver Presidential Brokerage
Daniel Weeks Charles Schwab amp Company
Edward White III Moye White
Brenda Wille-Cope First Financial Strategies
Brian Williams GampW Wealth Management
Craig Williams Williams Investment Network Page 28
Lucila Williams ISIS Financial Group
Diane Zing Trilogy Financial Services
InsuranceVasil Allabashi Wealth Strategies Group
Page 9
John Phillips New York Life Insurance Company
InvestmentsRobert Adams The Milestone Group
Bruce Allen Bruce G Allen Investments Page 10
Candace Allen Wells Fargo Advisors LLC
Steve Allender Aspen Creek Investments
Thomas Alley Morgan Stanley
Philip Almon Wells Fargo Advisors LLC
Gregory Anderson Granderson Wealth Management Group
Doug Applegate Edward Jones
John Arnold Wells Fargo Advisors LLC
Willis Ashby Integra Financial Page 26
Mark E Autterson WIN Wealth Management
Stephen Avis Wells Fargo Advisors LLC
John Baker Morgan Stanley
Haden Barber Oppenheimer amp Company
Mark Barczuk Wells Fargo Advisors LLC
Jeffrey Bartleson Ameriprise Financial Services Inc
Gordon Bauer LPL Financial
Thomas Baumler Asset One
Andy Beasley The Milestone Group
Eric Bench Wells Fargo Advisors LLC
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2013 Five Star Wealth
Man
agers
FS 6 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Brad Bickham Sargent Bickham Lagudis
Jarrod E Biebel Wells Fargo Advisors LLC
Randall Bills Wealth Strategies Group
Ken Blair Edward Jones
Patrick Bloomfield Bloomfield Asset ManagementWells Fargo Advisors Financial Network LLC
Donna Boender Wells Fargo Advisors LLC
Sally Brandt-Lieb Focused Money Advisors
Barry Bruner Wedbush Securities Page 26
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
Tim Butler Robert W Baird amp Company
James Callahan Janiczek amp Company
Douglas Campbell Wells Fargo Advisors LLC
Khankeo Campbell Wells Fargo Advisors LLC
Robert Campbell Wells Fargo Advisors LLC
Timothy Canfield Key Investment Services
Dominic Capuano Robert W Baird amp Company
Mark Christofferson Wells Fargo Advisors LLC
John Claxton RBC Wealth Management
Margaret Colbert Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 26
John Connell Causey Demgen amp Moore
William Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
David Cooper Edward Jones
Tony Coppola The Milestone Group
John Cormey CoBiz Wealth
Jonathan Cox Morgan Stanley Page 23
Thomas Coxhead RBC Wealth Management
John Crumplar Wedbush Securities
Meagan DrsquoAngelo Sargent Bickham Lagudis
Jim Davis Primerica
Lee Ann Day LPL Financial
Patty Delucas Wells Fargo Advisors LLC
Christine DeRose RBC Wealth Management
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Dickey The Investors New StandardINS Capital Management
Angus Dillon Wells Fargo Advisors LLC
Neil Draxler Edward Jones
Stephen Dreiling Capital Investment Counsel
Mark Duffy Denver Retirement Partners
Steve Durman Wells Fargo Advisors LLC
Todd Dussex LPL Financial
Melissa Dyer Raymond James Financial Services Page 24
David Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC Page 24
Michael D Edwards Morgan Stanley
Steven Ehrman LPL Financial
Michael Elam Charles Schwab amp Company
Bret Elliott Elliott Financial
Steven Ellis Colorado Capital Management
Pat Erickson Cascade Financial Management Page 12
Chad Ernzen The Mutual Fund Store
Galina Esterby Morgan Stanley
Scott Farrar Centric Investment Group
Robert Farris Wells Fargo Advisors LLC
Rob Fauver Knopinski amp Fauver Financial Advisors
Robert Fillingham RBC Capital Markets
David Findlow Charles Schwab amp Company
Richard Fishel The Fishel Group
Thomas Fitzgerald RBC Wealth Management
Harvey Friedentag Friedentag Portfolio Management
Brian Friedman GHP Investment Advisors
Maurice Frilot Wells Fargo Advisors LLC
Mark Frohlich Wells Fargo Advisors LLC
Jonathan Fung Bernstein Global Wealth Management
Ian Gardenswartz Ian D Gardenswartz amp Associates
Marc Gaudreault Western Wealth Management
G Gervasini Wakefield Asset Management
Dave Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Kevin Goldin Morgan Stanley
Richard Gongorek Wells Fargo Advisors LLC
Mark Griffin Wells Fargo Advisors LLC
David Groat Groat amp Soucie
Randy Grose Cherry Creek Retirement Advisors
George Gumbiner Marathon Investment Management
Melanie Hanby Asset One
David Hansen Meridian Wealth Management Page 20
Ted Harris The Milestone Group
Robert Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley Page 14
Katherine Heidtbrink Wells Fargo Advisors LLC
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Jade Holt Charles Schwab amp Company
Charlie Host RBC Wealth Management Page 18
Jeffrey Huff Redpoint Capital ManagementWells Fargo Advisors Financial Network LLC
Jonathan Hume AXA Advisors
Cathy Anderson Hyams RBC Wealth Management
Joseph Janiczek Janiczek amp Company
Eric Jasper Edward Jones
Frederic Jauch RBC Wealth Management
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 17
Douglas Johnson Financial Security Management
Jacqueline Johnson RBC Wealth Management Page 18
Joel Johnson Capital Investment Counsel
Patrick Jolliffe Jolliffe Capital
Steven Jones Tenacity Investment GroupRaymond James
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 7
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Laurence J Kandel Obermeyer Asset Management Company Page 27
Shawn Kelly Townsend Retirement Specialists
Larry Koenigsberg Raymond James
Eric Koeplin The Milestone Group
Scott Koplar Ameriprise Financial Services Inc
Joe Kozmata Raymond James Financial Services Page 24
David Kraatz Morgan Stanley
Andrew Krantz RBC Wealth Management
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Nathan Kubik Carnick amp Kubik
Timothy Kuhlman Morgan Stanley
Porter Landreth Asset One
Dan Large Edward Jones
Daniel Lassen Ameriprise Financial Services Inc
Lori Lawrence Western Equity Group
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
John Lickly First Financial Strategies
Mark Liley Wells Fargo Advisors LLC
Lisa Lo RBC Wealth Management
Christopher Long Charles Schwab amp Company
Christopher Lynett Wells Fargo Advisors LLC
Peter MacMillan Edward Jones Investments
Adam Makkai Makkai Capital Management
Gary Mangelsdorf LPL Financial Page 24
Manuel Martinez Wells Fargo Advisors LLC
Quinn Martinez Clear Creek Investment Services
Michael Massey Edward Jones
Tanya Mathews Meridian Wealth Management Page 20
Roger Maurer Maurer amp Associates Capital Management Page 19
John McCorvie Peak Asset Management
Janet McCoy Seal Financial Services
Chad McDonnell Denver Investments
Brian McDowell Capital Investment Counsel
Richard C McDowell Jr Richard C McDowell Jr
David McKinlay David W McKinlay
Craig Miller Morgan Stanley
Lauretta Moell Wells Fargo Advisors LLC
Matthew Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Becca Moreland Robert W Baird
David Morgan Morgan Stanley
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management Page 20
John Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Richard Negreann Transitions Wealth Management Page 23
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Jesse Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Bill Noyce Walnut Street Securities Page 27
Thomas Obarski LPL Financial Page 27
James OrsquoBrien Gill Capital Partners
Adam OrsquoHair Edward Jones Investments
Mary Pagnard Wells Fargo Advisors LLC
Daniel R Palm Robert W Baird amp Company
Michael Pappas MAP Wealth Management
Christopher Parsons Wells Fargo Advisors LLC
Jeffrey Payne Aspen Wealth Management
Edward Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Jeffery Peoples G5 Financial Group
Craig Perkins CDP Financial Group
Anne Perry Wells Fargo Advisors LLC
Kirk Peterson Peterson Financial Services
Richard Phillips Wells Fargo Advisors LLC
Mitchell Powers Investment Security Group
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 21
Kathy Mezei Raabe Capital Investment Counsel
Walter Rasmussen Morgan Stanley
Jerry Reiff Morgan Stanley
Alan Reifler RBC Wealth Management
Dan Riley Wells Fargo Advisors LLC
Natalie Robbins Edward Jones
Eric Rosel Morgan Stanley
Rich Rust Investment Security Group
Robert Ryan Ryan Financial
Richard Sage LPL Financial
Odette Sahakian Charles Schwab amp Company
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Rick Saunders Wells Fargo Advisors LLC
Donald Sawyer Morgan Stanley
Timothy Scaturro Premier Financial Benefits
Catherine Stahl Scheuber Scheuber Wealth ManagementLPL Financial Page 21
Shelley Schlossberg CastleMountain Financial Services Page 28
Stacia Schmalzer MetLife of the Rockies
Melanie Schmieding Morgan Stanley
Robert Schneebeck RBC Wealth Management
David Schreiber Edward Jones
Elizabeth Schwinghammer Capital Investment Counsel
Kathleen Scott Cherry Hills Investment Advisors
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones Investments
Steve Setchfield Setchfield Associates
Lesley Shiffrin NTB Advisors
Jenna Short Edward Jones Investments
Robert Siegrist Janiczek amp Company
Scott Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
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2013 Five Star Wealth
Man
agers
FS 8 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
Award winners listed by primary services and listed alphabetically by last name
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Hartsell Soard Wells Fargo Advisors LLC
Tim Soderquist Morgan Stanley
Ann Sparks Wells Fargo Advisors LLC
Sharon Starkey Wells Fargo Advisors LLC
Carrie Steinert Colorado State Bank and Trust Page 25
Beth Stenz Edward Jones
Brenda Stokes-Dixon RBC Wealth Management
Julie R Stone Morgan Stanley
Bill Stordahl Stordahl Capital ManagementWells Fargo Advisors Financial Network LLC
Jeffrey Stotler Edward Jones
Paul Stratton Edward Jones
Adam Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Ted Swenson LPL Financial Page 28
Jeffrey Swingle Edward Jones
Mahone Tarrall New West Avisors
Scott Taylor Value Financial Advisers
Dustin Tidwell Latitude Financial Group
Kristy Tochihara Morgan Stanley Page 22
Richard Todd Innovest Portfolio Solutions
Andrew Torgerson Wells Fargo Advisors LLC
Vernon Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
David Twibell Custom Portfolio Group
Victor Walker Wells Fargo Advisors LLC
Jeff Warren Wells Fargo Advisors LLC
Richard Watson The Milestone Group
Ben Weaver BSW Wealth Partners
Robert Webster Webster Investment Advisors
Marcel Wehr Marc Wehr CPA
Richard Weintraub Meridian Wealth Management Page 20
Chad Williams CIMCO Private Wealth
Jason Williams Schwab Private Client Investment Advisory
Thomas Williams Wells Fargo Advisors LLC Page 28
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Yi-Chen Yang Independent Financial Group
Taylor Yionoulis Nolen Western
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Ali Yousaf Ameriprise Financial Services Inc
Michael Zahler Wells Fargo Advisors LLC
Curt Zeigler Capital Management Group
Jon Zeschin Essential Investment Partners
TaxationKirk Avery Kirk B Avery CPA
Marc Bradac Hanson amp Company CPAs
Timothy Bradley Bradley Consulting Group
William Brashier Brashier amp Foss CPA
Bill Brooks Bill Brooks CPA
Charles Bryson II Bryson Engelstad amp Company
Marilyn R Burnside Marilyn R Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey amp Company
Brent Corrigan Brinkerhoff Revenig amp Corrigan
Matthew Dumford Matthew E Dumford
Mona Feeley WhippleWood CPAs
Mira Fine Hein amp Associates Page 27
Brenda French Brenda A French CPA
Dan Giordano DCG CPAs
Cindy Gomerdinger Gomerdinger amp Associates
Scott Greiner Moye White
Dean Haave Dean Haave CPA
Kenneth Jackson Jackson amp Doerksen
Gary Jacobs Gary A Jacobs amp Associates
Damon Kaplan Kaplan amp Associates Page 27
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Steven Kreisman The Kreisman Group CPAs
James Leake James Leake CPA
Frank Mihoda Mihoda amp Company
Mark Moore Hanson amp Company CPAs
Robert Nadorff Marrs Sevier amp Company
Patricia OrsquoConnor OrsquoConnor amp Company CPAs
Dan Predovich Predovich amp Company Page 20
William Rooney GHP Horwath
Mary Ruparel Tobin Ruparel Konczak amp Mundell
Chris Russo Innovative Accounting Solutions
Kenneth Saliman Smith Brooks Bolshoun amp Company
Mark Sanders Mark L Sanders CPA
Michael Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
James Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates
Daniel Swires Daniel L Swires
Dave Taylor Anton Collins Mitchell
Jefferey Watkins EKSampH
Richard Whipple Jr WhippleWood CPAs
Gregory Zick Zick Business Advisors
Trust ServicesDaniel Rich Steele Street Bank amp Trust
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 9
Special advertiSing Section
Vasil W AllabashiComprehensive Financial Services and Wealth Management
Areas of Focus Comprehensive Financial Services Wealth Management Business Planning and Support Insurance Planning Retirement Planning
Left to right Seated Three-year winner Vasil W Allabashi CLU Lyle Domenitz LUTCFStanding 2011 winner Rico Nelson Rex Thatcher AAMS Robert Fillmore Jeremy Clark
bull Innovative wealth creation accumulation and spending strategiesbull Teams of specialists to coordinate your wealth with business estate and tax objectives
Wealth Strategies Group (formerly VW Allabashi amp Associates LLC) is a complete fi nancial services fi rm incorporating the unique insights developed by Vasil Allabashi during his 53 years in the insurance and fi nancial services industry A premier member of the Denver fi nancial services community since 1987 Wealth Strategies Group specializes in the development and enhancement of client planning by ensuring proper
coordination between all fi nancial assets With a senior management team of 15 WSG assists individuals families and business owners in navigating through all aspects of their fi nancial world employing a distinctive set of strategies and tools to create a clear and exciting map for building and protecting wealth
Wealth Strategies Group6455 South Yosemite Street Suite 300 bull Greenwood Village CO 80111
Phone (303) 770-9020 bull Fax (303) 488-9070wwwwealthsgcom bull wwwwealthsgcom
Securities productsservices and advisory services are offered through Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS)6455 S Yosemite Street Suite 300 Greenwood Village CO 80111 (303) 770-9020 Wealth Strategies Group is not an affiliate or subsidiary of PAS PAS is a member of FINRA SIPC
Neither PAS nor its subsidiaries agents or employees provide tax or legal advice you should consult your tax or legal advisor regarding your individual situation
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2013 Five Star Wealth
Man
agers
FS 10 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Bruce G Allen
Making Your Wealth Work for You
Two-year winner Bruce Allen President AIFAreg CIMAreg CPWAreg General Securities Principal
bull Independent consulting and unbiased advice
bull Comprehensive and ongoing investment management
bull Individualized strategies to achieve your fi nancial goals
We help clients clarify their goals and financial objectives to achieve financial independence
Bruce G Allen Investments LLC was created to serve as our clientsrsquo sole fi nancial advisor mdash as their personal CFO We help them unify the various pieces of their fi nancial puzzle creating an organized fi nancial plan to help our clients realize the
goals and aspirations of their lives We provide consistent and clear communication to monitor their progress and adjust to lifersquos changes
370 17th Street Suite 3580 bull Denver CO 80202Office (303) 592-5535 bull Fax (303) 592-5534
ballennationsfgcom bull wwwbrucegalleninvestmentscom
Investment and advisory products and services are offered through Nations Financial Group Inc Member FINRA SIPC a Registered Investment AdvisorBruce G Allen Investments LLC is a separate entity from Nations Financial Group Inc Availability of services is subject to applicable licensing requirements
Bruce G Allen Investments LLC
Two-
Year
Winn
ercopy Five Star
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 11
Special advertiSing Section
Destiny CapitalManaging Family Wealth for Generations mdash Since 1977
Counselors to Clients for More Than Just Finances
Left to right Jarrod Musick three-year winner Steve Musick Mabel Pirner Judd Kramer Pat Kramer Ken Crabb
bull Taking a holistic view your personal strategic plan is createdbull We help you achieve freedom by delegating execution of your strategy to usbull As an independent we are able to implement your strategy entirely in-house
Finances are complex and often chaotic At Destiny Capital we look beyond money to help you achieve fi nancial vitality We get to know the complete you mdash your history your present and your future Then through a combination of planning and asset management we bring order to your fi nances so you
can achieve a better quality of life You can always count on us to be here when you need us for valued counsel honest opinions or economic insight After all we believe therersquos more to a fi nancial advisor than strong performance and we will deliver more
13922 Denver West Parkway Suite 150 bull Golden CO 80401Office (303) 277-9977
infodccmailnet bull wwwdestinycapitalcorporationcom
Securities Offered through Destiny Capital Securities Corporation member FINRASIPC
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2013 Five Star Wealth
Man
agers
FS 12 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Pat A EricksonPlan Wisely bull Invest With Confi dence bull Enjoy Life
Securing Your Financial Future and Providing Peace of Mind
Left to right Seated Misty Oxford Brooke WalterStanding Katie Stone three-year winner Pat Erickson
bull More than 30 years of industry experiencebull Providing insight discipline and objectivitybull Protecting and preserving your family wealth
At Cascade we recognize that money means diff erent things to diff erent people No two investors are alike and no cookie-cutter approach will achieve the goals that are important to you Pat works with an expert team to design your unique road map to fi nancial security
950 17th Street Suite 950 bull Denver CO 80202 | 4710 Table Mesa Drive bull Boulder CO 80305Office (303) 292-1121 bull Toll-free (800) 353-0050
pericksoncascade-inccom bull wwwcascade-inccom
Securities offered through Cascade Financial Management Inc Member MSRBFINRASECAdvisory services offered through Cascade Financial Management Inc
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 13
Special advertiSing Section
G5 Financial GroupThe Power of Experience
Left to right Three-year winner Scott Forsyth CFPreg Managing Principal G5 Financial Group 2013 winner Lawrence Finch CPA Managing Principal G5 Financial Group
bull Comprehensive wealth management pre- and post-retirement income planningbull Financial planning proactive tactical asset management insurance planningbull Wealth accumulation preservation and transfer strategies
The G5 Financial Grouprsquos premise is simple yet rare combine many minds years of experience wisdom talent and skill in order to be more eff ective at solving your unique issues and better meet your needs With more than 20 investment and insurance professionals up and down the front range from
Colorado Springs to Fort Collins the G5 Financial Group off ers the full array of services found in the large national brokerage fi rms while still maintaining the personalized private attention expected from an independent advisor
5613 DTC Parkway Suite 1200 bull Greenwood Village CO 80111Office (303) 721-0691 bull Toll-free (888) 705-7604
scottforsythg5financialgroupcom bull larryfinchg5financialgroupcom bull wwwg5financialgroupcom
Securities and Advisory Services offered through Geneos Wealth Management Inc Member FINRASIPCAdvisory Services offered through G5 Financial Group RIA LLC and Financial Design and Management SEC-Registered Investment Advisors
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2013 Five Star Wealth
Man
agers
FS 14 mdash wwwfivestarprofessionalcom
Special advertiSing Section
The Hauer Group at Morgan StanleyAchieving Your Goals Is Our Objective
Comprehensive Wealth Management
Left to right Three-year winner Todd M Hauer CIMAreg Senior Vice President Wealth Advisor Tonya Krueger Senior Registered Associate Martin Agebrand CFPreg Financial Advisor
bull Helping you build your plan for tomorrow todaybull Investment advisory diversifi cation and hedging strategies tailored lendingbull Philanthropy and wealth transfer consulting
Your investments are not just about your money They are also about your hard work your dreams your aspirations your family and your future We are committed to understanding you your needs and objectives Together we will help you create a fi nancial strategy that addresses short- and long-term goals Then at every turn we will be here for you advising and adjusting strategies along the way
Todd is pleased to be selected for the Five Star Wealth Manager award a third consecutive year We are grateful to all our valued clients who made it possible
5251 DTC Parkway Suite 1500 bull Greenwood Village CO 80111Office (720) 488-2406 bull Toll-free (800) 347-5099
toddhauermorganstanleycom bull wwwmorganstanleyfacomtoddhauer
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 15
Special advertiSing Section
Kean O Boucher
A Comprehensive Independentand Unbiased Approach
bull Comprehensive wealth management
bull Personalized estate planning
bull Customized retirement strategies
Two-year winner Kean O Boucher Private Wealth ManagerLPL Branch Manager
Mitigating and managing risk is fundamental to any wealth management plan With you we will create strategies that position your assets to take advantage of opportunity and to help protect those assets should the investing environment deteriorate Boucher Wealth Management Group is a comprehensive fi nancial services fi rm committed to helping you improve your long-term fi nancial success through a rational and well-reasoned approach to wealth management and estate planning
4600 South Syracuse Street 9th Floor bull Denver CO 80237230 Center Drive bull Glenwood Springs CO 81601
Toll-free (800) 318-8840
keanboucherlplcomboucherwmgcom
Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor Member FINRASIPC Advertisement sponsored in part by Lincoln Financial Distributors
Two-
Year
Winn
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Daniel Cook and Jesse Morris
Helping Our Clients Navigate the Path to a Better More Secure Future
bull Providing customized fi nancial solutions
bull Passionately pursue excellence
bull Providing an exceptional client experience
Left to right 2013 winner Jesse Morris AIFreg CFSreg and two-year winner Daniel Cook AIFreg CFPreg
We are both honored to have received this award At Summit Wealth Group we believe fi nancial planning is not an end unto itself Rather by providing our clients with customized fi nancial solutions we help them pursue the real goal of achieving their hopes and dreams Whether it is spending more time with the grandkids becoming a ldquoscratchrdquo golfer or supporting a favorite charity Summit Wealth Group exists so our clients can devote their time and energy to pursuing life
9360 Station Street Suite 400 Lone Tree CO 80124
Offi ce (303) 688-6499
jmorrissummitwealthgroupcom dcooksummitwealthgroupcom
wwwsummitwealthgroupcom
Securities and Advisory Services offered through Commonwealth Financial Networkreg Member FINRASIPC a Registered Investment Adviser Fixed insurance products and services offered by Summit Wealth Group are separate and unrelated to Commonwealth
Two-
Year
Winn
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2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Special advertiSing Section
James M Graham IV
Passionately Enriching theLives of Our Clients
bull We off er a lifetime fi nancial-focusing program to help our clients make wise decisions with their wealth
bull Relationship capability confi dence
Left to right Je Shafer CPA Aaron Huntoon MBA CRPCreg Lene Graham two-year winner Jay Graham MBA CRPCreg
This recognition provides a unique opportunity to say thank you to our clients We greatly appreciate the confi dence you have placed in us and we are very mindful of the impact our work has on your fi nancial future Listening to your goals and dreams and then creating a customized fi nancial plan to give you a greater opportunity for success is extremely rewarding for us We look forward to continuing to help you build your fi nancial future
mdash With appreciation the McCrea Allen team
8055 East Tufts Avenue Suite 1400Denver CO 80237
Offi ce (303) 714-4761
jaygrahamLFGcomwwwmccreaallencom
James McCrea Graham IV is a registered representative of Lincoln Financial Advisors Corp Securities and investment advisory services offered through Lincoln Financial Advisors Corp a brokerdealer (member SIPC) and registered investment advisor Insurance offered through Lincoln affiliates and other fine companies CRN201308-2083990
McCrea Allen is not an affiliate of Lincoln Financial Advisors Corp
Two-
Year
Winn
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The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately-held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Gary A Peterson CRPCreg Vice President ndash Financial Advisor Elyse Baker Registered Associate Manda Neuman Intern Ron A Zimmermann CFPreg CPWAreg Vice President ndash Financial Advisor
The philosophy of the Falcon Group with Five Star Wealth Manager Gary Peterson is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while providing our clients with an acceptable rate of return Generally we manage portfolios tactically to control risk and generate returns consistent with the customized goals and objectives of our clients
370 17th Street Suite 2800Denver CO 80202
Offi ce (303) 572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstances from an independent tax advisorcopy2013 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 17
Special advertiSing Section
Garret T Jett
Your Wealth Your FutureOur Focal Point
bull Disciplined investment approach based on modern portfolio theory overlaid with technical trend analysis security selection and a tactical allocation for a sophisticated approach to risk management
Left to right Two-year winner Ryan Murphy Kathleen Leopold four-year winner Garret T Jett Financial Advisor Associate Vice President APMASM Gregory Dexter
As a fi nancial advisor my mission is to help you plan for the fi nancial future you envision for yourself and your family My practice works with you to create a plan that simplifi es your overall fi nancial picture Our team uses todayrsquos technology to integrate a sophisticated wealth management program with an emphasis on risk management while striving to set ourselves apart from our competition The goal of this system is to provide you with the confi dence needed to navigate through the ldquonew-normal economyrdquo and prepare for the certainty of uncertainty in life We inform our clients on their investment options for the issues that matter most while adhering to our integrity and ethics
10375 Park Meadows Drive Suite 125Lone Tree CO 80124
Offi ce (303) 222-2612 Ext 2612Toll-free (800) 332-9222 Ext 2612
gjettampfcomameripriseadvisorscomgarrettjett
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Asset allocation does not assure a profit or protect against loss in declining markets
Jerry L Gruber
A Comprehensive Integrated Disciplined Approach
bull A strategy-fi rst approach
bull Dedicated and unbiased service and advice
bull Building lasting client relationships
Left to right Terri Tillotson Offi ce ManagerExecutive Assistant Jody Hinsey Partner 2013 winner Jerry L Gruber Certifi ed Wealth Strategist CLUreg ChFCreg CWS Owner Partner Mary Ann Perez Marketing Coordinator
We are an independent fi nancial planning fi rm and are not tied to any single company or product
The fi rst step in our relationship begins with developing a customized written strategy for each client Once we agree on your strategy we search the universe for the most appropriate fi nancial solutions for you Then we implement review and monitor the strategies to make sure you stay on track toward your personal and fi nancial goals and objectives
68 Inverness Lane East Suite 104Englewood CO 80112
Offi ce (303) 290-6113Toll-free (888) 290-6117
jgrubergreenbookwmcomwwwgreenbookwmcom
Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inccopy Five Star
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2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Johnson Host Investment Group
Expertise You Can Trust
bull Committed to placing our clients fi rst
bull Focused on retirement and income solutions
bull Working in partnership with our community
Left to right Shea Macias Senior Investment Associate four-year winner Charlie Host Associate Vice President ndash Financial Advisor2013 winner Jackie Johnson Vice President ndash Financial Advisor
At Johnson Host Investment Group we are dedicated to earning our clientsrsquo trust by taking the time to get to know them and their families We discuss what is important to them and utilize this information to build individualized wealth management plans that are as unique as they are
Jackie and Charlie both received the Five Star Wealth Manager award in 2013
1200 17th Street Suite 2200Denver CO 80202
Jackie Johnson (303) 595-1102Charlie Host (303) 595-1193Shea Macias (303) 595-1123
wwwjohnsonhostinvestmentgroupcom
Kummer Financial Advisors Team
Helping to Align Your Goals for a Successful Future
bull Creating ethical solutions for more than 26 years
bull Objective personal guidance holistic plannin g
bull Tailored wealth accumulation strategies
Left to right Phil Wilson Julie Fletcher four-year winner Patricia Kummer Greg Richards
A dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy
Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Our full-service team can provide personal attention to your specifi c needs
Our mission is to provide fi nancial services education and advice to professionals and families to better enable them to achieve peace of mind and fi nancial security
8871 Ridgeline Boulevard Suite 100 Highlands Ranch CO 80129
Phone (303) 470-1209
clientservicekummerfi nancialcom wwwKummerFinancialcom
Kummer Financial Strategies Inc is an independent Registered Investment Advisory firm
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 19
Special advertiSing Section
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCO ve-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the fi fth
straight year
4600 South Syracuse Street Suite 1060 Denver CO 80237
Offi ce (303) 757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
WINNER
Life Transition Planners
Innovative Solutions to Navigate Lifersquos Transitions
bull Caring experienced and dedicated
bull Solid principles sound strategies
bull Your goals our mission
Left to right Three-year winner Bob Holland CFPreg 2012 winner Deb Johnson ChFCreg CDFAtrade and ve-year winner Gary Sidder CFPreg
LTP is a fee-based comprehensive fi nancial planning and wealth management practice All of our clients get the benefi ts of a full fi nancial plan before we recommend any course of action beginning with the end in mind As fi duciaries we strive to place the interest of our clients ahead of our own at all times Building lasting relationships and helping our clients to meet their fi nancial and life goals such as wealth accumulation and retirement distribution strategies are the foundations of our practice We are passionate about educating our clients and helping them succeed
Life Transition Planners Inc7631 Shaff er Parkway Suite A bull Littleton CO 80127-3011
Phone (303) 933-6226 bull Toll-free (800) 926-3302
bobhollandlifetransitionplannerscomgarylifetransitionplannerscomdeblifetransitionplannerscomwwwlifetransitionplannerscom
wwwrhollandretirementtimecom
CERTIFIED FINANCIAL PLANNERtrade practitioner as authorized by the Certified Financial Planner Board of StandardsSecurities and Investment Advisory Services offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Life Transition Planners Inc
WINNER
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2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Daniel J Predovich
Solutions for Complexity
bull Tax planning and preparation
bull Accounting and bookkeeping
bull Financial services
Two-year winner Daniel J Predovich CPA CFE CFF CITP
We are privileged to live in Colorado and like our clients take full advantage of what Colorado has to off er This shared interest allows us to profoundly connect with clients We look forward to explaining to you the complexities of tax and fi nance in nontechnical terms We work side-by-side with your fi nancial advisors to manage your fi nancial world Our success is a direct measure of our large-fi rm resources molded around small-fi rm friendliness
1745 Shea Center Drive Suite 360 Highlands Ranch CO 80129
Offi ce (303) 791-3000Fax (303) 791-0665
JBolgrendpredovichcomwwwdpredovichcom
Two-
Year
Winn
er
Meridian Wealth Management
Unbiased and Independent
bull Working together on lifersquos ldquowhat ifsrdquo
bull Independence powered by LPL Financial
bull Trusted guidance exceptional service
Left to right Two-year winner Richard Weintraub three-year winner Richard Mowertwo-year winner Tanya Mathews four-year winner David Hansen
It is a great honor for all four partners in Meridian Wealth Management to again receive the coveted Five Star Wealth Manager award
As an independent fi rm we provide truly unbiased investment advice and highly personalized service Founded by seasoned and accomplished investment advisors our fi rm intentionally serves a limited number of valued clients Serving fewer clients lets us develop intimate relationships and create multigenerational trust
4430 Arapahoe Avenue Suite 210Boulder CO 80303
Boulder (720) 274-1656Denver (303) 357-4741
meridianteamcom
Securities offered through LPL Financial member FINRASIPC Investment advice offered through Meridian Wealth Management a registered investment advisor and separate entity from LPL Financialcopy Five
Star Pro
fessio
nal
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 21
Special advertiSing Section
Catherine Stahl Scheuber
You the Client Are the Greatest Asset in Our Business
bull Listening understanding implementing mdash our process
bull Trust confi dentiality quality service mdash focused on you
bull Let us assist you in your fi nancial journey
Left to right 2013 winner Catherine Stahl Scheuber CRPCreg 2009 winner Carshon Rodgers
It is an honor to receive this recognition With more than 30 years of experience in the fi nancial services industry I have navigated through numerous market cycles Together my clients and I have weathered the ups and downs It is managing
reasonable expectations that make us successful Thanks to each of you for your trust It is my passion to assist people in hopes of addressing their fi nancial goals I assist high-net-worth individuals and it is my pleasure
5201 South Yosemite Street Suite 201Greenwood Village CO 80111
Offi ce (303) 963-5705
catherinescheuberlplcom wwwcatherinescheubercom
Securities and Financial Planning offered through LPL Financial a registered Investment Advisor Member FINRASIPC
Sandon Purcell
A Team Approach to Assist
bull More than 60 years of combined experience
bull Multigenerational services
bull D ividend-oriented income strategies
Left to right Loretta Freelong Client Services Manager two-year winner Sandon ldquoSandyrdquo Purcell Branch Manager Daniel ldquoDanrdquo Andrews Financial Advisor
It is our mission to always be committed to our core values of client service integrity and honest advice Having the support of a large fi rm like Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone combined with our independent spirit we believe we are able to off er our clients the very best possible experience
Call us today for a complimentary fi nancial analysis
Purcell Capital Management5299 DTC Boulevard Suite 210Greenwood Village CO 80111
Offi ce (303) 800-3350Toll-free (888) 338-4713
sandonpurcellwfafi netcom wwwpurcellcapitalcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank
affiliate of Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0813-05666]
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Special advertiSing Section
TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Four-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Registered CSA
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 26 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 23 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120 Boulder CO 80302
Kristy (303) 545-1844Noel (303) 545-1845
kristytochiharamorganstanleycom wwwmorganstanleyfacomtochiharaculberso n
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Tom Stefaniak
Investing for Your Best Interest
bull Face-to-face meetings
bull Personalized fi nancial planning
bull Surge and protect investment strategy
2009 2010 2011 2012 and 2013 winner Tom Stefaniak
ldquoOn behalf of all of us at Pinnacle Wealth Management I would like to thank our clients for the trust they have placed in us We truly appreciate itrdquo mdash Tom Stefaniak
Tom Stefaniak is dedicated to developing long-term relationships to provide outstanding client service and accessibility to assist clients with a wide range of fi nancial needs
Tom Stefaniak has been a CERTIFIED FINANCIAL PLANNERtrade practitioner since 1990 and has more than 25 years of experience in the fi nancial services industry
2696 South Colorado Boulevard Suite 430 Denver CO 80222
Offi ce (303) 806-0988
tompinnaclewmcom wwwpinnaclewmcom
Securities offered through LPL Financial ndash Member FINRASIPC ndash Investment Advice offered through Pinnacle Wealth Management a Registered Investment Advisor and a separate entity from LPL Financial
WINNER
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 23
Special advertiSing Section
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce (303) 689-7424Toll-free (800) 991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 years I have been helping clients develop fi nancial planning strategies that address multigenerational planning as well as day-to-day needs My talented team and I strive to enhance our clientsrsquo abilities to make fi nancial and investment decisions
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Private Weath AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
WINNER
John Cox
370 17th St Ste 5100Denver CO 80202
Offi ce (303) 595-2125Toll-free (800) 767-9983johncoxmorganstanleycom
bull Discretionary active account managerbull Average relationship duration 19 yearsbull 30 years as an investment professional
Relationships for the Long Run
In this new era of economic uncertainty the traditional approach to long-term investing needs to be questioned With more than 30 years as an investment professional and asset manager John utilizes active management risk strategies and discipline to build and protect client assets This approach has resulted in relationships that last through generations Is active account management for you
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Portfolio Manager Financial Advisor
Transitions Wealth Management TeamWealth Management Through a
Comprehensive Five-Step Process
bull Simple and elegant wealth management
bull Disciplined approach to our process
bull Collaborative needs-based solutions
Left to right Five-year winner Bruce Bendell CPA PFS three-year winner Josh Lozow two-year winner Michael Simmons CFPreg four-year winner Richard Negreann CPA PFS
Transitions Wealth Management LLC assists those experiencing life transitions (widows divorce retirement inheritance and liquidity events) to make intelligent decisions with their fi nances through a comprehensive fi ve-step process We do this by acting as your personal wealth manager We use a consultative process to identify your current fi nancial situation and challenges and then design solutions intended to help you achieve your most important goals
8101 East Prentice Avenue Suite 800Greenwood Village CO 80111
Phone (303) 221-4867 Toll-free (800) 230-2941
infotransitionswmcom wwwtransitionswmcom
Registered Investment Advisor Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability Transitions Wealth Management LLC and the Five Star program are not affiliated
WINNER
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2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340 Ext 2Direct (720) 209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
Personalized Financial Planning
Blending integrity hard work and a willingness to listen to each client like he or she is the only investor in the world Melissa Dyer is dedicated to assisting her clients in reaching their fi nancial goals She uses a hands-on approach when working with clients meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives Five Star Wealth Manager 2012 and 2013
Securities o ered through Raymond James Financial Services Inc Member FINRASIPC The Five Star award is bestowed by an independent third party organization not a liated with Raymond James
CERTIFIED FINANCIAL PLANNERtrade MBA
Two-
Year
Winn
er
Samantha Ediger
15 S Main StBrighton CO 80601
Offi ce (303) 659-5532samanthaledigerwellsfargocomwwwwfadvisorscomsamanthalediger
bull Honest well-thought-out advice bull Custom-tailored investment planning bull Client-focused relationship management
Client-Focused Wealth Management
During my 23 years in fi nancial services I have helped families grow wealth improve retirement lifestyles and preserve income I save you time simplify complex issues and help manage transitions
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC is a registered broker-dealer and a separate non-bank
affiliate of Wells Fargo amp Company Member SIPC [CAR 0813-04471]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor Assistant Vice President ndash Investments
Joseph Kozmata
Raymond James Financial Services 10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340
Josephkozmataraymondjamescom
RaymondJamescomJosephKozmata
bull Comprehensive wealth managementbull Investments tailored to clientsrsquo objectivesbull Personalized service
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade and Chartered Financial Analystreg credentials Joe focuses his eff orts on managing and preserving his clientsrsquo wealth for their fi nancial future He works with his clientsrsquo CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 and 2013
Securities offered through Raymond James Financial Services Inc Member FINRASIPC This Five Star Wealth Manager award is bestowed by an independent third party
organization not affiliated with Raymond James
CFPreg CFAreg
Two-
Year
Winn
er
Gary Mangelsdorf
LPL Financial 14143 Denver W Pkwy Ste 510 Golden CO 80401
Offi ce (303) 393-2378
garymangelsdorflplcom wwwColoradoFinancialPartnerscom
bull Comprehensive fi nancial planning bull Unparalleled client service bull Solid unbiased advice
Your Needs Come First
In todays complex fi nancial environment timely insights and prudent guidance are essential for eff ectively managing personal assets and achieving fi nancial success Over the past 25 years Gary has developed a proprietary asset-allocation model designed to match a clients short- and long-term goals with their tolerance to risk His dedication and experience can help you pursue greater fi nancial well-being Contact Gary today for a free no-obligation consultation
Securities and Financial Planning offered through LPL Finanical a Registered Investment Advisor Member FINRASIPC
Financial Advisor
WINNER
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 25
Special advertiSing Section
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80206Phone (303) 331-6434elizabethoingfpcomwwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
Integrity bull Excellence bull Commitment
Elizabeth has an impressive reputation for objective intelligent highly-personalized service Her integrity and experience enable her to deliver eff ective plans that refl ect her clientsrsquo values personal objectives and long-term goals Her breadth of knowledge makes her a trusted fi nancial advisor able to inform motivate and advise clients so they are best positioned for success and peace of mind
Securities and investment advisory services o ered through ING Financial Partners Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by ING Financial Partners
Financial Advisor MBA University of Colorado
Mark Sindrich
1490 South Pearl St Denver CO 80210 Offi ce (303) 744-8899 Toll-free (800) 825-8259 infosindrichcom wwwsindrichcom
bull Clarity confi dence consensus accountability bull Answers to the ldquowhat ifsrdquo that keep you up at night bull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions to each of our clientrsquos unique fi nancial needs that are clear and simple We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Sindrich amp Associates or
Five Star Professional NFP Securities Inc does not provide legal or tax advice
CERTIFIED FINANCIAL PLANNERtrade
Carrie Steinert
1600 Broadway Denver CO 80202 Direct (303) 864-7264 Cell (303) 507-4644 csteinertcsbtcom wwwcsbtcom
bull Relationships built on trust integrity and objective advice bull Customized wealth management solutions bull Easy-to-understand fi nancial strategies
Long Live Personal Relationships
Carrie off ers an array of comprehensive wealth management services designed to meet the needs of high-net-worth individuals families and business owners Every client enjoys a one-on-one relationship to address individual fi nancial priorities For more than 20 years Carrie has delivered an experienced disciplined approach to providing customized solutions for clients Call Carrie Steinert to discuss your fi nancial future
copy2013 Colorado State Bank and Trust a division of BOKF NA Member FDIC Equal Opportunity Lender
Vice President Client Advisor CTFA Series 7 66 ndash IAR Ins
S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce (303) 200-1441Cell (719) 210-6817toddwarburtonraymondjamescom
FrontRangeFinancialConsultingcom
bull Retirement planning bull Custom portfolio management bull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President ndash InvestmentsBranch Manager
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sional
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sional
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2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Special advertiSing Section
8742 Lucent Blvd Ste 600 Highlands Ranch CO 80129 Office (303) 305-5446 randyandersonaxa-advisorscom wwwrjandersonfinancialcom
Randy J Anderson
I provide financial services to help people clarify and define their financial goals recommend strategies that fit their needs and monitor their financial progress
Randy Anderson o ers securities through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity and
insurance products o ered through AXA Network LLC RJ Anderson Financial LLC is not owned or operated by AXA
Advisors or AXA Network AGE-80340(0912)(exp0914)
Financial Professional CFPreg
WINNER
5105 DTC Pkwy Ste 316Greenwood Village CO 80111Office (303) 220-5525 Toll-free (800) 898-5450willisintegrafinancialwswwwintegrafinancialws
Willis Ashby
With more than 30 years of experience Willis offers trusted personalized and value-based financial planning services to help you achieve your goals and minimize risk throughout the changing stages of your life As an independent advisory firm there are no conflicts of interest with banks or a brokerdealer We work only for you
President and CFPreg
4643 S Ulster St Ste 1350Denver CO 80237Office (303) 200-1440Cell (303) 829-4790PaulaBoykaraymondjamescomFrontRangeFinancialConsultingcom
Paula Boyka
Understanding your visionWe believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of appropriate asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President Investments
14143 Denver W Pkwy Ste 510 Golden CO 80401 Direct (303) 942-1717 Office (720) 445-7294 christopherbruhllplcom wwwmyfinancialdynamicscom
Christopher P Bruhl
Our goal at Financial Dynamics LLC is to coordinate both investment and risk management strategies crafting effective multidisciplinary financial plans for business owners self-employed professionals and their key people
Securities amp Financial Planning o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Wealth Advisor ChFCreg CLUreg CFPreg
50 S Steele St Ste 850Denver CO 80209Office (303) 377-7327Phone (800) 313-7239barrybrunerwedbushcom
Barry Bruner
Barry helps his clients achieve their financial g o a l s b y d e s i g n i n g i nv e s t m e n t a n d retirement strategies specific to their needs and objectives He focuses on building long-term relationships with his clients while consistently using a prudent approach to investing
wwwwedbushcom | Member NYSEFINRASIPC
Senior Vice President Investments
Two-
Year
Winn
er
2229 S Joliet WayAurora CO 80014Direct (303) 306-6639katiecollinslplcomwwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 29 years of experience Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
650 S Cherry St Ste 710Denver CO 80246Phone (303) 355-8500frankcoloradoelderlawcom
Frank J Danzo III
Frank has committed his law practice to planning and implementing specialized estate plans for individuals and families Frank is a member of the trust and estate and elder law sections of the Colorado Bar Association and the Denver Estate Planning Council
EstateBusiness Planning Elder Law
370 17th St Ste 2800Denver CO 80202Phone (303) 572-4825phildispensemorganstanleycom
Phil Dispense
Phil has 17 years of experience in retirement planning custom portfolio management and company retirement plansFive Star award winner 2009 ndash 2013
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor CFPreg Chartered Retirement Plans Specialist
WINNER
Daniel C Doherty PC 357 Main StLongmont CO 80501Phone (303) 532-2880Fax (303) 532-2990danieldohertylawcom
Daniel C Doherty
Dan specializes in estate gift and income tax law the law of wills trusts and estates estate planning probate and trust settlement guardianship and conservatorship business formation planning and succession and charitable gifting and asset preservation strategies
JD LLM
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 27
Special advertiSing Section
7979 E Tufts Ave Ste 715Denver CO 80237Office (303) 689-7465patrickjanssenampfcom ameripriseadvisorscompatrickjanssen
Patrick H Janssen
As a Financial Advisor with a Certified Divorce Financial Analyst designation my goal is to help my clients succeed through the complex financial change and recovery that divorce can create
Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise
Financial Services Inc Member FINRA and SIPC
MBA CDFAtrade
3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom
Laurence J Kandel
On behalf of the entire firm I would like to thank our wonderful clients for their continued loyalty and partnership I look forward to our ongoing relationships and find them extremely rewarding
At Obermeyer Asset Management Company we are deeply committed to delivering a highly individualized approach and
sound thoughtful investment advice designed to preserve and grow our clientsrsquo net worth
Vice President Investments and Client Advisory
Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom
Damon L Kaplan
Thank you for this prestigious honor Dedication to clients is the foundation for building long-term relationships and strong partnershipsOur areas of focus include personal business and bankruptcy taxation estatebusiness planning
CPA
7400 E Orchard Rd Ste 120 Greenwood Village CO 80111 Phone (303) 683-9555 wnoycejrwalnutstreetcom
Bill Noyce
As an investment advisor representative with Walnut Street Securities Bill has built his practice around helping clients define achieve and grow their individual financial aspirations
Securities and investment advisory services o ered through registered representatives and investment advisor representatives
of Walnut Street Securities Inc Member FINRASIPC
Investment Advisor Representative
Hall amp Evans LLC1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom
Joyce H Nakamura
With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives Her areas of focus include estate planning trust and estate administration litigation and charitable and business succession planning
WINNER
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office (720) 836-4534
David W Moritz
I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg
1999 Broadway Ste 4000Denver CO 80202Office (303) 298-9600mfineheincpacomwwwHeinCPAcom
Mira Fineacute
Mira provides tax planning and compliance services to family business trusts and estates She assists clients with significant transactions retirement planning succession planning executive compensation planning estate planning exit planning and entity structuring and planning
National Director of Tax Operations
2000 S Colorado BlvdSte 2-630Denver CO 80222Phone (303) 779-2524sgordoncornerstoneassetscomwwwcornerstoneassetscom
Stephen Gordon
Long-term client relationships based on customized planning wealth management s t r a t e g i e s a n d p r o a c t i v e o n g o i n g maintenance Stephen has more than 17 years of experience providing financial services with an independent firm Investment Advisory Services o ered through CUE Financial Group Inc
an SEC-Registered Investment Advisor Branch o ce of and securities o ered through Foothill Securities Inc member FINRASIPC
President Registered Principal
WINNER
LPL Financial5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski
Tom Obarski
Thank you for this award for five years in a rowOur focus working toward the protection of retirement assets and investment education
Securities o ered through LPL Financial Member FINRASIPC
LPL Branch Manager
WINNER
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2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
Year
Winn
er
14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 5
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
David Morrison Prosperion Financial Advisors
Angela Mueting Thrivent Financial
Ryan Murphy Ameriprise Financial Services Inc Page 17
Jay Murray RM Infinity Advisors
Steven Musick Destiny Capital Page 11
Leslie Myers Myers Financial Limited
Thomas Nazzaro American Portfolios Financial Services
Neil Nichols Intentional Wealth
Amy Noel Amy Noel
Patrick Nolen Nolen Western
Sarah Nowfel First Financial Equity CorporationNowfel Private Wealth Management
Elizabeth OrsquoDonnell OrsquoDonnell Wealth Management Page 25
Karen Ogard Robert W Baird
Sean OrsquoNeill Raymond James Financial Services
David Partheymuller Normandy Group
Roy Persky LPL Financial
Gary Peterson Morgan Stanley Page 16
Russell Petrin Morgan Stanley
Alan Piehl Alan R Piehl CPA
Mary Pierce Ameriprise Financial Services Inc Page 28
Sybil Praski Prosperion Financial Advisors
Hannah Raynes Trilogy Financial Services
James Reinig Reinig amp Associates
David Repka Creative Financial Solutions
Nick Richtsmeier Trilogy Financial Services
Steven Ringquist Raymond James amp Associates
Bret Roberts Morgan Stanley
Keith Robinson Morgan Stanley
Jonathan Roder RBC Capital Markets
Daniel Rosenthall Janiczek amp Company
Kevin Ruebesam Thrivent Financial
Karen Salvatore Shine Investment Advisory Services
James Scatena RBC Wealth Management
Kara Sekavec LPL Financial
David Shapiro Charter Financial Resources
Eileen Sharkey Sharkey Howes amp Javer
Andrea Shortino Ameriprise Financial Services Inc
Gary Sidder Life Transition Planners Page 19
Michael Simmons Transitions Wealth Management Page 23
Mark Sindrich Sindrich amp Associates Page 25
Mark Smith MJ Smith amp Associates
David Sogge RBC Wealth Management
Erik Sorenson Aspen Wealth Management
Gerda Spears RBC Wealth Management
Paul Staib Staib Financial Planning
Keith Stechmesser Thrivent Financial
Thomas Stefaniak Pinnacle Wealth Management Page 22
David Stevens Irongate Financial Services
Carol Sutterfield Capital Evolution Group
Eric Swope Ameriprise Financial Services Inc Page 28
Marilynne Tarrall New West Advisors
Peter Tedstrom Brown amp Tedstrom
Samuel Tenney Gallacher Capital Management
Mel Tewahade Infinity Wealth Management
Scott Thisted Bank of AmericaMerrill Lynch
Kris Tower American Portfolios Financial Services
Deborah Towers Towers Wealth Managment
Jennifer Trembley Ethos Financial PartnersAmeriprise Financial Services Inc
Robert Tremlett Charles Schwab amp Company Page 28
James Urbonas Ascent Financial Advisors
Thomas Valdez LPL Financial Corporation
Vince Valentine First Financial Strategies
Ann Vanderslice Retirement Planning Strategies
Jack Venable Ethos Financial PartnersAmeriprise Financial Services Inc
Carin Wagner GHP Investment Advisors
Rhonda Wagner Ameriprise Financial Services Inc
Damian Walsh Walsh amp AssociatesAmeriprise Financial Services Inc Page 28
Nathan Wangerin Thrivent Financial
Sterling Warburton Raymond James Page 25
Kenneth Warner Ameriprise Financial Services Inc
Marilyn Weaver Presidential Brokerage
Daniel Weeks Charles Schwab amp Company
Edward White III Moye White
Brenda Wille-Cope First Financial Strategies
Brian Williams GampW Wealth Management
Craig Williams Williams Investment Network Page 28
Lucila Williams ISIS Financial Group
Diane Zing Trilogy Financial Services
InsuranceVasil Allabashi Wealth Strategies Group
Page 9
John Phillips New York Life Insurance Company
InvestmentsRobert Adams The Milestone Group
Bruce Allen Bruce G Allen Investments Page 10
Candace Allen Wells Fargo Advisors LLC
Steve Allender Aspen Creek Investments
Thomas Alley Morgan Stanley
Philip Almon Wells Fargo Advisors LLC
Gregory Anderson Granderson Wealth Management Group
Doug Applegate Edward Jones
John Arnold Wells Fargo Advisors LLC
Willis Ashby Integra Financial Page 26
Mark E Autterson WIN Wealth Management
Stephen Avis Wells Fargo Advisors LLC
John Baker Morgan Stanley
Haden Barber Oppenheimer amp Company
Mark Barczuk Wells Fargo Advisors LLC
Jeffrey Bartleson Ameriprise Financial Services Inc
Gordon Bauer LPL Financial
Thomas Baumler Asset One
Andy Beasley The Milestone Group
Eric Bench Wells Fargo Advisors LLC
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Profes
sional
2013 Five Star Wealth
Man
agers
FS 6 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Brad Bickham Sargent Bickham Lagudis
Jarrod E Biebel Wells Fargo Advisors LLC
Randall Bills Wealth Strategies Group
Ken Blair Edward Jones
Patrick Bloomfield Bloomfield Asset ManagementWells Fargo Advisors Financial Network LLC
Donna Boender Wells Fargo Advisors LLC
Sally Brandt-Lieb Focused Money Advisors
Barry Bruner Wedbush Securities Page 26
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
Tim Butler Robert W Baird amp Company
James Callahan Janiczek amp Company
Douglas Campbell Wells Fargo Advisors LLC
Khankeo Campbell Wells Fargo Advisors LLC
Robert Campbell Wells Fargo Advisors LLC
Timothy Canfield Key Investment Services
Dominic Capuano Robert W Baird amp Company
Mark Christofferson Wells Fargo Advisors LLC
John Claxton RBC Wealth Management
Margaret Colbert Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 26
John Connell Causey Demgen amp Moore
William Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
David Cooper Edward Jones
Tony Coppola The Milestone Group
John Cormey CoBiz Wealth
Jonathan Cox Morgan Stanley Page 23
Thomas Coxhead RBC Wealth Management
John Crumplar Wedbush Securities
Meagan DrsquoAngelo Sargent Bickham Lagudis
Jim Davis Primerica
Lee Ann Day LPL Financial
Patty Delucas Wells Fargo Advisors LLC
Christine DeRose RBC Wealth Management
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Dickey The Investors New StandardINS Capital Management
Angus Dillon Wells Fargo Advisors LLC
Neil Draxler Edward Jones
Stephen Dreiling Capital Investment Counsel
Mark Duffy Denver Retirement Partners
Steve Durman Wells Fargo Advisors LLC
Todd Dussex LPL Financial
Melissa Dyer Raymond James Financial Services Page 24
David Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC Page 24
Michael D Edwards Morgan Stanley
Steven Ehrman LPL Financial
Michael Elam Charles Schwab amp Company
Bret Elliott Elliott Financial
Steven Ellis Colorado Capital Management
Pat Erickson Cascade Financial Management Page 12
Chad Ernzen The Mutual Fund Store
Galina Esterby Morgan Stanley
Scott Farrar Centric Investment Group
Robert Farris Wells Fargo Advisors LLC
Rob Fauver Knopinski amp Fauver Financial Advisors
Robert Fillingham RBC Capital Markets
David Findlow Charles Schwab amp Company
Richard Fishel The Fishel Group
Thomas Fitzgerald RBC Wealth Management
Harvey Friedentag Friedentag Portfolio Management
Brian Friedman GHP Investment Advisors
Maurice Frilot Wells Fargo Advisors LLC
Mark Frohlich Wells Fargo Advisors LLC
Jonathan Fung Bernstein Global Wealth Management
Ian Gardenswartz Ian D Gardenswartz amp Associates
Marc Gaudreault Western Wealth Management
G Gervasini Wakefield Asset Management
Dave Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Kevin Goldin Morgan Stanley
Richard Gongorek Wells Fargo Advisors LLC
Mark Griffin Wells Fargo Advisors LLC
David Groat Groat amp Soucie
Randy Grose Cherry Creek Retirement Advisors
George Gumbiner Marathon Investment Management
Melanie Hanby Asset One
David Hansen Meridian Wealth Management Page 20
Ted Harris The Milestone Group
Robert Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley Page 14
Katherine Heidtbrink Wells Fargo Advisors LLC
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Jade Holt Charles Schwab amp Company
Charlie Host RBC Wealth Management Page 18
Jeffrey Huff Redpoint Capital ManagementWells Fargo Advisors Financial Network LLC
Jonathan Hume AXA Advisors
Cathy Anderson Hyams RBC Wealth Management
Joseph Janiczek Janiczek amp Company
Eric Jasper Edward Jones
Frederic Jauch RBC Wealth Management
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 17
Douglas Johnson Financial Security Management
Jacqueline Johnson RBC Wealth Management Page 18
Joel Johnson Capital Investment Counsel
Patrick Jolliffe Jolliffe Capital
Steven Jones Tenacity Investment GroupRaymond James
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 7
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Laurence J Kandel Obermeyer Asset Management Company Page 27
Shawn Kelly Townsend Retirement Specialists
Larry Koenigsberg Raymond James
Eric Koeplin The Milestone Group
Scott Koplar Ameriprise Financial Services Inc
Joe Kozmata Raymond James Financial Services Page 24
David Kraatz Morgan Stanley
Andrew Krantz RBC Wealth Management
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Nathan Kubik Carnick amp Kubik
Timothy Kuhlman Morgan Stanley
Porter Landreth Asset One
Dan Large Edward Jones
Daniel Lassen Ameriprise Financial Services Inc
Lori Lawrence Western Equity Group
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
John Lickly First Financial Strategies
Mark Liley Wells Fargo Advisors LLC
Lisa Lo RBC Wealth Management
Christopher Long Charles Schwab amp Company
Christopher Lynett Wells Fargo Advisors LLC
Peter MacMillan Edward Jones Investments
Adam Makkai Makkai Capital Management
Gary Mangelsdorf LPL Financial Page 24
Manuel Martinez Wells Fargo Advisors LLC
Quinn Martinez Clear Creek Investment Services
Michael Massey Edward Jones
Tanya Mathews Meridian Wealth Management Page 20
Roger Maurer Maurer amp Associates Capital Management Page 19
John McCorvie Peak Asset Management
Janet McCoy Seal Financial Services
Chad McDonnell Denver Investments
Brian McDowell Capital Investment Counsel
Richard C McDowell Jr Richard C McDowell Jr
David McKinlay David W McKinlay
Craig Miller Morgan Stanley
Lauretta Moell Wells Fargo Advisors LLC
Matthew Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Becca Moreland Robert W Baird
David Morgan Morgan Stanley
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management Page 20
John Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Richard Negreann Transitions Wealth Management Page 23
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Jesse Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Bill Noyce Walnut Street Securities Page 27
Thomas Obarski LPL Financial Page 27
James OrsquoBrien Gill Capital Partners
Adam OrsquoHair Edward Jones Investments
Mary Pagnard Wells Fargo Advisors LLC
Daniel R Palm Robert W Baird amp Company
Michael Pappas MAP Wealth Management
Christopher Parsons Wells Fargo Advisors LLC
Jeffrey Payne Aspen Wealth Management
Edward Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Jeffery Peoples G5 Financial Group
Craig Perkins CDP Financial Group
Anne Perry Wells Fargo Advisors LLC
Kirk Peterson Peterson Financial Services
Richard Phillips Wells Fargo Advisors LLC
Mitchell Powers Investment Security Group
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 21
Kathy Mezei Raabe Capital Investment Counsel
Walter Rasmussen Morgan Stanley
Jerry Reiff Morgan Stanley
Alan Reifler RBC Wealth Management
Dan Riley Wells Fargo Advisors LLC
Natalie Robbins Edward Jones
Eric Rosel Morgan Stanley
Rich Rust Investment Security Group
Robert Ryan Ryan Financial
Richard Sage LPL Financial
Odette Sahakian Charles Schwab amp Company
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Rick Saunders Wells Fargo Advisors LLC
Donald Sawyer Morgan Stanley
Timothy Scaturro Premier Financial Benefits
Catherine Stahl Scheuber Scheuber Wealth ManagementLPL Financial Page 21
Shelley Schlossberg CastleMountain Financial Services Page 28
Stacia Schmalzer MetLife of the Rockies
Melanie Schmieding Morgan Stanley
Robert Schneebeck RBC Wealth Management
David Schreiber Edward Jones
Elizabeth Schwinghammer Capital Investment Counsel
Kathleen Scott Cherry Hills Investment Advisors
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones Investments
Steve Setchfield Setchfield Associates
Lesley Shiffrin NTB Advisors
Jenna Short Edward Jones Investments
Robert Siegrist Janiczek amp Company
Scott Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
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2013 Five Star Wealth
Man
agers
FS 8 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
Award winners listed by primary services and listed alphabetically by last name
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Hartsell Soard Wells Fargo Advisors LLC
Tim Soderquist Morgan Stanley
Ann Sparks Wells Fargo Advisors LLC
Sharon Starkey Wells Fargo Advisors LLC
Carrie Steinert Colorado State Bank and Trust Page 25
Beth Stenz Edward Jones
Brenda Stokes-Dixon RBC Wealth Management
Julie R Stone Morgan Stanley
Bill Stordahl Stordahl Capital ManagementWells Fargo Advisors Financial Network LLC
Jeffrey Stotler Edward Jones
Paul Stratton Edward Jones
Adam Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Ted Swenson LPL Financial Page 28
Jeffrey Swingle Edward Jones
Mahone Tarrall New West Avisors
Scott Taylor Value Financial Advisers
Dustin Tidwell Latitude Financial Group
Kristy Tochihara Morgan Stanley Page 22
Richard Todd Innovest Portfolio Solutions
Andrew Torgerson Wells Fargo Advisors LLC
Vernon Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
David Twibell Custom Portfolio Group
Victor Walker Wells Fargo Advisors LLC
Jeff Warren Wells Fargo Advisors LLC
Richard Watson The Milestone Group
Ben Weaver BSW Wealth Partners
Robert Webster Webster Investment Advisors
Marcel Wehr Marc Wehr CPA
Richard Weintraub Meridian Wealth Management Page 20
Chad Williams CIMCO Private Wealth
Jason Williams Schwab Private Client Investment Advisory
Thomas Williams Wells Fargo Advisors LLC Page 28
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Yi-Chen Yang Independent Financial Group
Taylor Yionoulis Nolen Western
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Ali Yousaf Ameriprise Financial Services Inc
Michael Zahler Wells Fargo Advisors LLC
Curt Zeigler Capital Management Group
Jon Zeschin Essential Investment Partners
TaxationKirk Avery Kirk B Avery CPA
Marc Bradac Hanson amp Company CPAs
Timothy Bradley Bradley Consulting Group
William Brashier Brashier amp Foss CPA
Bill Brooks Bill Brooks CPA
Charles Bryson II Bryson Engelstad amp Company
Marilyn R Burnside Marilyn R Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey amp Company
Brent Corrigan Brinkerhoff Revenig amp Corrigan
Matthew Dumford Matthew E Dumford
Mona Feeley WhippleWood CPAs
Mira Fine Hein amp Associates Page 27
Brenda French Brenda A French CPA
Dan Giordano DCG CPAs
Cindy Gomerdinger Gomerdinger amp Associates
Scott Greiner Moye White
Dean Haave Dean Haave CPA
Kenneth Jackson Jackson amp Doerksen
Gary Jacobs Gary A Jacobs amp Associates
Damon Kaplan Kaplan amp Associates Page 27
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Steven Kreisman The Kreisman Group CPAs
James Leake James Leake CPA
Frank Mihoda Mihoda amp Company
Mark Moore Hanson amp Company CPAs
Robert Nadorff Marrs Sevier amp Company
Patricia OrsquoConnor OrsquoConnor amp Company CPAs
Dan Predovich Predovich amp Company Page 20
William Rooney GHP Horwath
Mary Ruparel Tobin Ruparel Konczak amp Mundell
Chris Russo Innovative Accounting Solutions
Kenneth Saliman Smith Brooks Bolshoun amp Company
Mark Sanders Mark L Sanders CPA
Michael Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
James Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates
Daniel Swires Daniel L Swires
Dave Taylor Anton Collins Mitchell
Jefferey Watkins EKSampH
Richard Whipple Jr WhippleWood CPAs
Gregory Zick Zick Business Advisors
Trust ServicesDaniel Rich Steele Street Bank amp Trust
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 9
Special advertiSing Section
Vasil W AllabashiComprehensive Financial Services and Wealth Management
Areas of Focus Comprehensive Financial Services Wealth Management Business Planning and Support Insurance Planning Retirement Planning
Left to right Seated Three-year winner Vasil W Allabashi CLU Lyle Domenitz LUTCFStanding 2011 winner Rico Nelson Rex Thatcher AAMS Robert Fillmore Jeremy Clark
bull Innovative wealth creation accumulation and spending strategiesbull Teams of specialists to coordinate your wealth with business estate and tax objectives
Wealth Strategies Group (formerly VW Allabashi amp Associates LLC) is a complete fi nancial services fi rm incorporating the unique insights developed by Vasil Allabashi during his 53 years in the insurance and fi nancial services industry A premier member of the Denver fi nancial services community since 1987 Wealth Strategies Group specializes in the development and enhancement of client planning by ensuring proper
coordination between all fi nancial assets With a senior management team of 15 WSG assists individuals families and business owners in navigating through all aspects of their fi nancial world employing a distinctive set of strategies and tools to create a clear and exciting map for building and protecting wealth
Wealth Strategies Group6455 South Yosemite Street Suite 300 bull Greenwood Village CO 80111
Phone (303) 770-9020 bull Fax (303) 488-9070wwwwealthsgcom bull wwwwealthsgcom
Securities productsservices and advisory services are offered through Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS)6455 S Yosemite Street Suite 300 Greenwood Village CO 80111 (303) 770-9020 Wealth Strategies Group is not an affiliate or subsidiary of PAS PAS is a member of FINRA SIPC
Neither PAS nor its subsidiaries agents or employees provide tax or legal advice you should consult your tax or legal advisor regarding your individual situation
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2013 Five Star Wealth
Man
agers
FS 10 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Bruce G Allen
Making Your Wealth Work for You
Two-year winner Bruce Allen President AIFAreg CIMAreg CPWAreg General Securities Principal
bull Independent consulting and unbiased advice
bull Comprehensive and ongoing investment management
bull Individualized strategies to achieve your fi nancial goals
We help clients clarify their goals and financial objectives to achieve financial independence
Bruce G Allen Investments LLC was created to serve as our clientsrsquo sole fi nancial advisor mdash as their personal CFO We help them unify the various pieces of their fi nancial puzzle creating an organized fi nancial plan to help our clients realize the
goals and aspirations of their lives We provide consistent and clear communication to monitor their progress and adjust to lifersquos changes
370 17th Street Suite 3580 bull Denver CO 80202Office (303) 592-5535 bull Fax (303) 592-5534
ballennationsfgcom bull wwwbrucegalleninvestmentscom
Investment and advisory products and services are offered through Nations Financial Group Inc Member FINRA SIPC a Registered Investment AdvisorBruce G Allen Investments LLC is a separate entity from Nations Financial Group Inc Availability of services is subject to applicable licensing requirements
Bruce G Allen Investments LLC
Two-
Year
Winn
ercopy Five Star
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 11
Special advertiSing Section
Destiny CapitalManaging Family Wealth for Generations mdash Since 1977
Counselors to Clients for More Than Just Finances
Left to right Jarrod Musick three-year winner Steve Musick Mabel Pirner Judd Kramer Pat Kramer Ken Crabb
bull Taking a holistic view your personal strategic plan is createdbull We help you achieve freedom by delegating execution of your strategy to usbull As an independent we are able to implement your strategy entirely in-house
Finances are complex and often chaotic At Destiny Capital we look beyond money to help you achieve fi nancial vitality We get to know the complete you mdash your history your present and your future Then through a combination of planning and asset management we bring order to your fi nances so you
can achieve a better quality of life You can always count on us to be here when you need us for valued counsel honest opinions or economic insight After all we believe therersquos more to a fi nancial advisor than strong performance and we will deliver more
13922 Denver West Parkway Suite 150 bull Golden CO 80401Office (303) 277-9977
infodccmailnet bull wwwdestinycapitalcorporationcom
Securities Offered through Destiny Capital Securities Corporation member FINRASIPC
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2013 Five Star Wealth
Man
agers
FS 12 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Pat A EricksonPlan Wisely bull Invest With Confi dence bull Enjoy Life
Securing Your Financial Future and Providing Peace of Mind
Left to right Seated Misty Oxford Brooke WalterStanding Katie Stone three-year winner Pat Erickson
bull More than 30 years of industry experiencebull Providing insight discipline and objectivitybull Protecting and preserving your family wealth
At Cascade we recognize that money means diff erent things to diff erent people No two investors are alike and no cookie-cutter approach will achieve the goals that are important to you Pat works with an expert team to design your unique road map to fi nancial security
950 17th Street Suite 950 bull Denver CO 80202 | 4710 Table Mesa Drive bull Boulder CO 80305Office (303) 292-1121 bull Toll-free (800) 353-0050
pericksoncascade-inccom bull wwwcascade-inccom
Securities offered through Cascade Financial Management Inc Member MSRBFINRASECAdvisory services offered through Cascade Financial Management Inc
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 13
Special advertiSing Section
G5 Financial GroupThe Power of Experience
Left to right Three-year winner Scott Forsyth CFPreg Managing Principal G5 Financial Group 2013 winner Lawrence Finch CPA Managing Principal G5 Financial Group
bull Comprehensive wealth management pre- and post-retirement income planningbull Financial planning proactive tactical asset management insurance planningbull Wealth accumulation preservation and transfer strategies
The G5 Financial Grouprsquos premise is simple yet rare combine many minds years of experience wisdom talent and skill in order to be more eff ective at solving your unique issues and better meet your needs With more than 20 investment and insurance professionals up and down the front range from
Colorado Springs to Fort Collins the G5 Financial Group off ers the full array of services found in the large national brokerage fi rms while still maintaining the personalized private attention expected from an independent advisor
5613 DTC Parkway Suite 1200 bull Greenwood Village CO 80111Office (303) 721-0691 bull Toll-free (888) 705-7604
scottforsythg5financialgroupcom bull larryfinchg5financialgroupcom bull wwwg5financialgroupcom
Securities and Advisory Services offered through Geneos Wealth Management Inc Member FINRASIPCAdvisory Services offered through G5 Financial Group RIA LLC and Financial Design and Management SEC-Registered Investment Advisors
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2013 Five Star Wealth
Man
agers
FS 14 mdash wwwfivestarprofessionalcom
Special advertiSing Section
The Hauer Group at Morgan StanleyAchieving Your Goals Is Our Objective
Comprehensive Wealth Management
Left to right Three-year winner Todd M Hauer CIMAreg Senior Vice President Wealth Advisor Tonya Krueger Senior Registered Associate Martin Agebrand CFPreg Financial Advisor
bull Helping you build your plan for tomorrow todaybull Investment advisory diversifi cation and hedging strategies tailored lendingbull Philanthropy and wealth transfer consulting
Your investments are not just about your money They are also about your hard work your dreams your aspirations your family and your future We are committed to understanding you your needs and objectives Together we will help you create a fi nancial strategy that addresses short- and long-term goals Then at every turn we will be here for you advising and adjusting strategies along the way
Todd is pleased to be selected for the Five Star Wealth Manager award a third consecutive year We are grateful to all our valued clients who made it possible
5251 DTC Parkway Suite 1500 bull Greenwood Village CO 80111Office (720) 488-2406 bull Toll-free (800) 347-5099
toddhauermorganstanleycom bull wwwmorganstanleyfacomtoddhauer
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 15
Special advertiSing Section
Kean O Boucher
A Comprehensive Independentand Unbiased Approach
bull Comprehensive wealth management
bull Personalized estate planning
bull Customized retirement strategies
Two-year winner Kean O Boucher Private Wealth ManagerLPL Branch Manager
Mitigating and managing risk is fundamental to any wealth management plan With you we will create strategies that position your assets to take advantage of opportunity and to help protect those assets should the investing environment deteriorate Boucher Wealth Management Group is a comprehensive fi nancial services fi rm committed to helping you improve your long-term fi nancial success through a rational and well-reasoned approach to wealth management and estate planning
4600 South Syracuse Street 9th Floor bull Denver CO 80237230 Center Drive bull Glenwood Springs CO 81601
Toll-free (800) 318-8840
keanboucherlplcomboucherwmgcom
Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor Member FINRASIPC Advertisement sponsored in part by Lincoln Financial Distributors
Two-
Year
Winn
er
Daniel Cook and Jesse Morris
Helping Our Clients Navigate the Path to a Better More Secure Future
bull Providing customized fi nancial solutions
bull Passionately pursue excellence
bull Providing an exceptional client experience
Left to right 2013 winner Jesse Morris AIFreg CFSreg and two-year winner Daniel Cook AIFreg CFPreg
We are both honored to have received this award At Summit Wealth Group we believe fi nancial planning is not an end unto itself Rather by providing our clients with customized fi nancial solutions we help them pursue the real goal of achieving their hopes and dreams Whether it is spending more time with the grandkids becoming a ldquoscratchrdquo golfer or supporting a favorite charity Summit Wealth Group exists so our clients can devote their time and energy to pursuing life
9360 Station Street Suite 400 Lone Tree CO 80124
Offi ce (303) 688-6499
jmorrissummitwealthgroupcom dcooksummitwealthgroupcom
wwwsummitwealthgroupcom
Securities and Advisory Services offered through Commonwealth Financial Networkreg Member FINRASIPC a Registered Investment Adviser Fixed insurance products and services offered by Summit Wealth Group are separate and unrelated to Commonwealth
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Special advertiSing Section
James M Graham IV
Passionately Enriching theLives of Our Clients
bull We off er a lifetime fi nancial-focusing program to help our clients make wise decisions with their wealth
bull Relationship capability confi dence
Left to right Je Shafer CPA Aaron Huntoon MBA CRPCreg Lene Graham two-year winner Jay Graham MBA CRPCreg
This recognition provides a unique opportunity to say thank you to our clients We greatly appreciate the confi dence you have placed in us and we are very mindful of the impact our work has on your fi nancial future Listening to your goals and dreams and then creating a customized fi nancial plan to give you a greater opportunity for success is extremely rewarding for us We look forward to continuing to help you build your fi nancial future
mdash With appreciation the McCrea Allen team
8055 East Tufts Avenue Suite 1400Denver CO 80237
Offi ce (303) 714-4761
jaygrahamLFGcomwwwmccreaallencom
James McCrea Graham IV is a registered representative of Lincoln Financial Advisors Corp Securities and investment advisory services offered through Lincoln Financial Advisors Corp a brokerdealer (member SIPC) and registered investment advisor Insurance offered through Lincoln affiliates and other fine companies CRN201308-2083990
McCrea Allen is not an affiliate of Lincoln Financial Advisors Corp
Two-
Year
Winn
er
The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately-held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Gary A Peterson CRPCreg Vice President ndash Financial Advisor Elyse Baker Registered Associate Manda Neuman Intern Ron A Zimmermann CFPreg CPWAreg Vice President ndash Financial Advisor
The philosophy of the Falcon Group with Five Star Wealth Manager Gary Peterson is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while providing our clients with an acceptable rate of return Generally we manage portfolios tactically to control risk and generate returns consistent with the customized goals and objectives of our clients
370 17th Street Suite 2800Denver CO 80202
Offi ce (303) 572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstances from an independent tax advisorcopy2013 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 17
Special advertiSing Section
Garret T Jett
Your Wealth Your FutureOur Focal Point
bull Disciplined investment approach based on modern portfolio theory overlaid with technical trend analysis security selection and a tactical allocation for a sophisticated approach to risk management
Left to right Two-year winner Ryan Murphy Kathleen Leopold four-year winner Garret T Jett Financial Advisor Associate Vice President APMASM Gregory Dexter
As a fi nancial advisor my mission is to help you plan for the fi nancial future you envision for yourself and your family My practice works with you to create a plan that simplifi es your overall fi nancial picture Our team uses todayrsquos technology to integrate a sophisticated wealth management program with an emphasis on risk management while striving to set ourselves apart from our competition The goal of this system is to provide you with the confi dence needed to navigate through the ldquonew-normal economyrdquo and prepare for the certainty of uncertainty in life We inform our clients on their investment options for the issues that matter most while adhering to our integrity and ethics
10375 Park Meadows Drive Suite 125Lone Tree CO 80124
Offi ce (303) 222-2612 Ext 2612Toll-free (800) 332-9222 Ext 2612
gjettampfcomameripriseadvisorscomgarrettjett
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Asset allocation does not assure a profit or protect against loss in declining markets
Jerry L Gruber
A Comprehensive Integrated Disciplined Approach
bull A strategy-fi rst approach
bull Dedicated and unbiased service and advice
bull Building lasting client relationships
Left to right Terri Tillotson Offi ce ManagerExecutive Assistant Jody Hinsey Partner 2013 winner Jerry L Gruber Certifi ed Wealth Strategist CLUreg ChFCreg CWS Owner Partner Mary Ann Perez Marketing Coordinator
We are an independent fi nancial planning fi rm and are not tied to any single company or product
The fi rst step in our relationship begins with developing a customized written strategy for each client Once we agree on your strategy we search the universe for the most appropriate fi nancial solutions for you Then we implement review and monitor the strategies to make sure you stay on track toward your personal and fi nancial goals and objectives
68 Inverness Lane East Suite 104Englewood CO 80112
Offi ce (303) 290-6113Toll-free (888) 290-6117
jgrubergreenbookwmcomwwwgreenbookwmcom
Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inccopy Five Star
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2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Johnson Host Investment Group
Expertise You Can Trust
bull Committed to placing our clients fi rst
bull Focused on retirement and income solutions
bull Working in partnership with our community
Left to right Shea Macias Senior Investment Associate four-year winner Charlie Host Associate Vice President ndash Financial Advisor2013 winner Jackie Johnson Vice President ndash Financial Advisor
At Johnson Host Investment Group we are dedicated to earning our clientsrsquo trust by taking the time to get to know them and their families We discuss what is important to them and utilize this information to build individualized wealth management plans that are as unique as they are
Jackie and Charlie both received the Five Star Wealth Manager award in 2013
1200 17th Street Suite 2200Denver CO 80202
Jackie Johnson (303) 595-1102Charlie Host (303) 595-1193Shea Macias (303) 595-1123
wwwjohnsonhostinvestmentgroupcom
Kummer Financial Advisors Team
Helping to Align Your Goals for a Successful Future
bull Creating ethical solutions for more than 26 years
bull Objective personal guidance holistic plannin g
bull Tailored wealth accumulation strategies
Left to right Phil Wilson Julie Fletcher four-year winner Patricia Kummer Greg Richards
A dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy
Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Our full-service team can provide personal attention to your specifi c needs
Our mission is to provide fi nancial services education and advice to professionals and families to better enable them to achieve peace of mind and fi nancial security
8871 Ridgeline Boulevard Suite 100 Highlands Ranch CO 80129
Phone (303) 470-1209
clientservicekummerfi nancialcom wwwKummerFinancialcom
Kummer Financial Strategies Inc is an independent Registered Investment Advisory firm
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 19
Special advertiSing Section
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCO ve-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the fi fth
straight year
4600 South Syracuse Street Suite 1060 Denver CO 80237
Offi ce (303) 757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
WINNER
Life Transition Planners
Innovative Solutions to Navigate Lifersquos Transitions
bull Caring experienced and dedicated
bull Solid principles sound strategies
bull Your goals our mission
Left to right Three-year winner Bob Holland CFPreg 2012 winner Deb Johnson ChFCreg CDFAtrade and ve-year winner Gary Sidder CFPreg
LTP is a fee-based comprehensive fi nancial planning and wealth management practice All of our clients get the benefi ts of a full fi nancial plan before we recommend any course of action beginning with the end in mind As fi duciaries we strive to place the interest of our clients ahead of our own at all times Building lasting relationships and helping our clients to meet their fi nancial and life goals such as wealth accumulation and retirement distribution strategies are the foundations of our practice We are passionate about educating our clients and helping them succeed
Life Transition Planners Inc7631 Shaff er Parkway Suite A bull Littleton CO 80127-3011
Phone (303) 933-6226 bull Toll-free (800) 926-3302
bobhollandlifetransitionplannerscomgarylifetransitionplannerscomdeblifetransitionplannerscomwwwlifetransitionplannerscom
wwwrhollandretirementtimecom
CERTIFIED FINANCIAL PLANNERtrade practitioner as authorized by the Certified Financial Planner Board of StandardsSecurities and Investment Advisory Services offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Life Transition Planners Inc
WINNER
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2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Daniel J Predovich
Solutions for Complexity
bull Tax planning and preparation
bull Accounting and bookkeeping
bull Financial services
Two-year winner Daniel J Predovich CPA CFE CFF CITP
We are privileged to live in Colorado and like our clients take full advantage of what Colorado has to off er This shared interest allows us to profoundly connect with clients We look forward to explaining to you the complexities of tax and fi nance in nontechnical terms We work side-by-side with your fi nancial advisors to manage your fi nancial world Our success is a direct measure of our large-fi rm resources molded around small-fi rm friendliness
1745 Shea Center Drive Suite 360 Highlands Ranch CO 80129
Offi ce (303) 791-3000Fax (303) 791-0665
JBolgrendpredovichcomwwwdpredovichcom
Two-
Year
Winn
er
Meridian Wealth Management
Unbiased and Independent
bull Working together on lifersquos ldquowhat ifsrdquo
bull Independence powered by LPL Financial
bull Trusted guidance exceptional service
Left to right Two-year winner Richard Weintraub three-year winner Richard Mowertwo-year winner Tanya Mathews four-year winner David Hansen
It is a great honor for all four partners in Meridian Wealth Management to again receive the coveted Five Star Wealth Manager award
As an independent fi rm we provide truly unbiased investment advice and highly personalized service Founded by seasoned and accomplished investment advisors our fi rm intentionally serves a limited number of valued clients Serving fewer clients lets us develop intimate relationships and create multigenerational trust
4430 Arapahoe Avenue Suite 210Boulder CO 80303
Boulder (720) 274-1656Denver (303) 357-4741
meridianteamcom
Securities offered through LPL Financial member FINRASIPC Investment advice offered through Meridian Wealth Management a registered investment advisor and separate entity from LPL Financialcopy Five
Star Pro
fessio
nal
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 21
Special advertiSing Section
Catherine Stahl Scheuber
You the Client Are the Greatest Asset in Our Business
bull Listening understanding implementing mdash our process
bull Trust confi dentiality quality service mdash focused on you
bull Let us assist you in your fi nancial journey
Left to right 2013 winner Catherine Stahl Scheuber CRPCreg 2009 winner Carshon Rodgers
It is an honor to receive this recognition With more than 30 years of experience in the fi nancial services industry I have navigated through numerous market cycles Together my clients and I have weathered the ups and downs It is managing
reasonable expectations that make us successful Thanks to each of you for your trust It is my passion to assist people in hopes of addressing their fi nancial goals I assist high-net-worth individuals and it is my pleasure
5201 South Yosemite Street Suite 201Greenwood Village CO 80111
Offi ce (303) 963-5705
catherinescheuberlplcom wwwcatherinescheubercom
Securities and Financial Planning offered through LPL Financial a registered Investment Advisor Member FINRASIPC
Sandon Purcell
A Team Approach to Assist
bull More than 60 years of combined experience
bull Multigenerational services
bull D ividend-oriented income strategies
Left to right Loretta Freelong Client Services Manager two-year winner Sandon ldquoSandyrdquo Purcell Branch Manager Daniel ldquoDanrdquo Andrews Financial Advisor
It is our mission to always be committed to our core values of client service integrity and honest advice Having the support of a large fi rm like Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone combined with our independent spirit we believe we are able to off er our clients the very best possible experience
Call us today for a complimentary fi nancial analysis
Purcell Capital Management5299 DTC Boulevard Suite 210Greenwood Village CO 80111
Offi ce (303) 800-3350Toll-free (888) 338-4713
sandonpurcellwfafi netcom wwwpurcellcapitalcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank
affiliate of Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0813-05666]
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Special advertiSing Section
TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Four-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Registered CSA
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 26 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 23 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120 Boulder CO 80302
Kristy (303) 545-1844Noel (303) 545-1845
kristytochiharamorganstanleycom wwwmorganstanleyfacomtochiharaculberso n
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Tom Stefaniak
Investing for Your Best Interest
bull Face-to-face meetings
bull Personalized fi nancial planning
bull Surge and protect investment strategy
2009 2010 2011 2012 and 2013 winner Tom Stefaniak
ldquoOn behalf of all of us at Pinnacle Wealth Management I would like to thank our clients for the trust they have placed in us We truly appreciate itrdquo mdash Tom Stefaniak
Tom Stefaniak is dedicated to developing long-term relationships to provide outstanding client service and accessibility to assist clients with a wide range of fi nancial needs
Tom Stefaniak has been a CERTIFIED FINANCIAL PLANNERtrade practitioner since 1990 and has more than 25 years of experience in the fi nancial services industry
2696 South Colorado Boulevard Suite 430 Denver CO 80222
Offi ce (303) 806-0988
tompinnaclewmcom wwwpinnaclewmcom
Securities offered through LPL Financial ndash Member FINRASIPC ndash Investment Advice offered through Pinnacle Wealth Management a Registered Investment Advisor and a separate entity from LPL Financial
WINNER
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 23
Special advertiSing Section
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce (303) 689-7424Toll-free (800) 991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 years I have been helping clients develop fi nancial planning strategies that address multigenerational planning as well as day-to-day needs My talented team and I strive to enhance our clientsrsquo abilities to make fi nancial and investment decisions
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Private Weath AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
WINNER
John Cox
370 17th St Ste 5100Denver CO 80202
Offi ce (303) 595-2125Toll-free (800) 767-9983johncoxmorganstanleycom
bull Discretionary active account managerbull Average relationship duration 19 yearsbull 30 years as an investment professional
Relationships for the Long Run
In this new era of economic uncertainty the traditional approach to long-term investing needs to be questioned With more than 30 years as an investment professional and asset manager John utilizes active management risk strategies and discipline to build and protect client assets This approach has resulted in relationships that last through generations Is active account management for you
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Portfolio Manager Financial Advisor
Transitions Wealth Management TeamWealth Management Through a
Comprehensive Five-Step Process
bull Simple and elegant wealth management
bull Disciplined approach to our process
bull Collaborative needs-based solutions
Left to right Five-year winner Bruce Bendell CPA PFS three-year winner Josh Lozow two-year winner Michael Simmons CFPreg four-year winner Richard Negreann CPA PFS
Transitions Wealth Management LLC assists those experiencing life transitions (widows divorce retirement inheritance and liquidity events) to make intelligent decisions with their fi nances through a comprehensive fi ve-step process We do this by acting as your personal wealth manager We use a consultative process to identify your current fi nancial situation and challenges and then design solutions intended to help you achieve your most important goals
8101 East Prentice Avenue Suite 800Greenwood Village CO 80111
Phone (303) 221-4867 Toll-free (800) 230-2941
infotransitionswmcom wwwtransitionswmcom
Registered Investment Advisor Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability Transitions Wealth Management LLC and the Five Star program are not affiliated
WINNER
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2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340 Ext 2Direct (720) 209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
Personalized Financial Planning
Blending integrity hard work and a willingness to listen to each client like he or she is the only investor in the world Melissa Dyer is dedicated to assisting her clients in reaching their fi nancial goals She uses a hands-on approach when working with clients meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives Five Star Wealth Manager 2012 and 2013
Securities o ered through Raymond James Financial Services Inc Member FINRASIPC The Five Star award is bestowed by an independent third party organization not a liated with Raymond James
CERTIFIED FINANCIAL PLANNERtrade MBA
Two-
Year
Winn
er
Samantha Ediger
15 S Main StBrighton CO 80601
Offi ce (303) 659-5532samanthaledigerwellsfargocomwwwwfadvisorscomsamanthalediger
bull Honest well-thought-out advice bull Custom-tailored investment planning bull Client-focused relationship management
Client-Focused Wealth Management
During my 23 years in fi nancial services I have helped families grow wealth improve retirement lifestyles and preserve income I save you time simplify complex issues and help manage transitions
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC is a registered broker-dealer and a separate non-bank
affiliate of Wells Fargo amp Company Member SIPC [CAR 0813-04471]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor Assistant Vice President ndash Investments
Joseph Kozmata
Raymond James Financial Services 10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340
Josephkozmataraymondjamescom
RaymondJamescomJosephKozmata
bull Comprehensive wealth managementbull Investments tailored to clientsrsquo objectivesbull Personalized service
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade and Chartered Financial Analystreg credentials Joe focuses his eff orts on managing and preserving his clientsrsquo wealth for their fi nancial future He works with his clientsrsquo CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 and 2013
Securities offered through Raymond James Financial Services Inc Member FINRASIPC This Five Star Wealth Manager award is bestowed by an independent third party
organization not affiliated with Raymond James
CFPreg CFAreg
Two-
Year
Winn
er
Gary Mangelsdorf
LPL Financial 14143 Denver W Pkwy Ste 510 Golden CO 80401
Offi ce (303) 393-2378
garymangelsdorflplcom wwwColoradoFinancialPartnerscom
bull Comprehensive fi nancial planning bull Unparalleled client service bull Solid unbiased advice
Your Needs Come First
In todays complex fi nancial environment timely insights and prudent guidance are essential for eff ectively managing personal assets and achieving fi nancial success Over the past 25 years Gary has developed a proprietary asset-allocation model designed to match a clients short- and long-term goals with their tolerance to risk His dedication and experience can help you pursue greater fi nancial well-being Contact Gary today for a free no-obligation consultation
Securities and Financial Planning offered through LPL Finanical a Registered Investment Advisor Member FINRASIPC
Financial Advisor
WINNER
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 25
Special advertiSing Section
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80206Phone (303) 331-6434elizabethoingfpcomwwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
Integrity bull Excellence bull Commitment
Elizabeth has an impressive reputation for objective intelligent highly-personalized service Her integrity and experience enable her to deliver eff ective plans that refl ect her clientsrsquo values personal objectives and long-term goals Her breadth of knowledge makes her a trusted fi nancial advisor able to inform motivate and advise clients so they are best positioned for success and peace of mind
Securities and investment advisory services o ered through ING Financial Partners Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by ING Financial Partners
Financial Advisor MBA University of Colorado
Mark Sindrich
1490 South Pearl St Denver CO 80210 Offi ce (303) 744-8899 Toll-free (800) 825-8259 infosindrichcom wwwsindrichcom
bull Clarity confi dence consensus accountability bull Answers to the ldquowhat ifsrdquo that keep you up at night bull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions to each of our clientrsquos unique fi nancial needs that are clear and simple We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Sindrich amp Associates or
Five Star Professional NFP Securities Inc does not provide legal or tax advice
CERTIFIED FINANCIAL PLANNERtrade
Carrie Steinert
1600 Broadway Denver CO 80202 Direct (303) 864-7264 Cell (303) 507-4644 csteinertcsbtcom wwwcsbtcom
bull Relationships built on trust integrity and objective advice bull Customized wealth management solutions bull Easy-to-understand fi nancial strategies
Long Live Personal Relationships
Carrie off ers an array of comprehensive wealth management services designed to meet the needs of high-net-worth individuals families and business owners Every client enjoys a one-on-one relationship to address individual fi nancial priorities For more than 20 years Carrie has delivered an experienced disciplined approach to providing customized solutions for clients Call Carrie Steinert to discuss your fi nancial future
copy2013 Colorado State Bank and Trust a division of BOKF NA Member FDIC Equal Opportunity Lender
Vice President Client Advisor CTFA Series 7 66 ndash IAR Ins
S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce (303) 200-1441Cell (719) 210-6817toddwarburtonraymondjamescom
FrontRangeFinancialConsultingcom
bull Retirement planning bull Custom portfolio management bull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President ndash InvestmentsBranch Manager
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sional
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Profes
sional
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sional
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sional
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sional
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sional
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2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Special advertiSing Section
8742 Lucent Blvd Ste 600 Highlands Ranch CO 80129 Office (303) 305-5446 randyandersonaxa-advisorscom wwwrjandersonfinancialcom
Randy J Anderson
I provide financial services to help people clarify and define their financial goals recommend strategies that fit their needs and monitor their financial progress
Randy Anderson o ers securities through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity and
insurance products o ered through AXA Network LLC RJ Anderson Financial LLC is not owned or operated by AXA
Advisors or AXA Network AGE-80340(0912)(exp0914)
Financial Professional CFPreg
WINNER
5105 DTC Pkwy Ste 316Greenwood Village CO 80111Office (303) 220-5525 Toll-free (800) 898-5450willisintegrafinancialwswwwintegrafinancialws
Willis Ashby
With more than 30 years of experience Willis offers trusted personalized and value-based financial planning services to help you achieve your goals and minimize risk throughout the changing stages of your life As an independent advisory firm there are no conflicts of interest with banks or a brokerdealer We work only for you
President and CFPreg
4643 S Ulster St Ste 1350Denver CO 80237Office (303) 200-1440Cell (303) 829-4790PaulaBoykaraymondjamescomFrontRangeFinancialConsultingcom
Paula Boyka
Understanding your visionWe believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of appropriate asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President Investments
14143 Denver W Pkwy Ste 510 Golden CO 80401 Direct (303) 942-1717 Office (720) 445-7294 christopherbruhllplcom wwwmyfinancialdynamicscom
Christopher P Bruhl
Our goal at Financial Dynamics LLC is to coordinate both investment and risk management strategies crafting effective multidisciplinary financial plans for business owners self-employed professionals and their key people
Securities amp Financial Planning o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Wealth Advisor ChFCreg CLUreg CFPreg
50 S Steele St Ste 850Denver CO 80209Office (303) 377-7327Phone (800) 313-7239barrybrunerwedbushcom
Barry Bruner
Barry helps his clients achieve their financial g o a l s b y d e s i g n i n g i nv e s t m e n t a n d retirement strategies specific to their needs and objectives He focuses on building long-term relationships with his clients while consistently using a prudent approach to investing
wwwwedbushcom | Member NYSEFINRASIPC
Senior Vice President Investments
Two-
Year
Winn
er
2229 S Joliet WayAurora CO 80014Direct (303) 306-6639katiecollinslplcomwwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 29 years of experience Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
650 S Cherry St Ste 710Denver CO 80246Phone (303) 355-8500frankcoloradoelderlawcom
Frank J Danzo III
Frank has committed his law practice to planning and implementing specialized estate plans for individuals and families Frank is a member of the trust and estate and elder law sections of the Colorado Bar Association and the Denver Estate Planning Council
EstateBusiness Planning Elder Law
370 17th St Ste 2800Denver CO 80202Phone (303) 572-4825phildispensemorganstanleycom
Phil Dispense
Phil has 17 years of experience in retirement planning custom portfolio management and company retirement plansFive Star award winner 2009 ndash 2013
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor CFPreg Chartered Retirement Plans Specialist
WINNER
Daniel C Doherty PC 357 Main StLongmont CO 80501Phone (303) 532-2880Fax (303) 532-2990danieldohertylawcom
Daniel C Doherty
Dan specializes in estate gift and income tax law the law of wills trusts and estates estate planning probate and trust settlement guardianship and conservatorship business formation planning and succession and charitable gifting and asset preservation strategies
JD LLM
Two-
Year
Winn
er
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Profes
sional
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 27
Special advertiSing Section
7979 E Tufts Ave Ste 715Denver CO 80237Office (303) 689-7465patrickjanssenampfcom ameripriseadvisorscompatrickjanssen
Patrick H Janssen
As a Financial Advisor with a Certified Divorce Financial Analyst designation my goal is to help my clients succeed through the complex financial change and recovery that divorce can create
Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise
Financial Services Inc Member FINRA and SIPC
MBA CDFAtrade
3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom
Laurence J Kandel
On behalf of the entire firm I would like to thank our wonderful clients for their continued loyalty and partnership I look forward to our ongoing relationships and find them extremely rewarding
At Obermeyer Asset Management Company we are deeply committed to delivering a highly individualized approach and
sound thoughtful investment advice designed to preserve and grow our clientsrsquo net worth
Vice President Investments and Client Advisory
Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom
Damon L Kaplan
Thank you for this prestigious honor Dedication to clients is the foundation for building long-term relationships and strong partnershipsOur areas of focus include personal business and bankruptcy taxation estatebusiness planning
CPA
7400 E Orchard Rd Ste 120 Greenwood Village CO 80111 Phone (303) 683-9555 wnoycejrwalnutstreetcom
Bill Noyce
As an investment advisor representative with Walnut Street Securities Bill has built his practice around helping clients define achieve and grow their individual financial aspirations
Securities and investment advisory services o ered through registered representatives and investment advisor representatives
of Walnut Street Securities Inc Member FINRASIPC
Investment Advisor Representative
Hall amp Evans LLC1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom
Joyce H Nakamura
With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives Her areas of focus include estate planning trust and estate administration litigation and charitable and business succession planning
WINNER
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office (720) 836-4534
David W Moritz
I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg
1999 Broadway Ste 4000Denver CO 80202Office (303) 298-9600mfineheincpacomwwwHeinCPAcom
Mira Fineacute
Mira provides tax planning and compliance services to family business trusts and estates She assists clients with significant transactions retirement planning succession planning executive compensation planning estate planning exit planning and entity structuring and planning
National Director of Tax Operations
2000 S Colorado BlvdSte 2-630Denver CO 80222Phone (303) 779-2524sgordoncornerstoneassetscomwwwcornerstoneassetscom
Stephen Gordon
Long-term client relationships based on customized planning wealth management s t r a t e g i e s a n d p r o a c t i v e o n g o i n g maintenance Stephen has more than 17 years of experience providing financial services with an independent firm Investment Advisory Services o ered through CUE Financial Group Inc
an SEC-Registered Investment Advisor Branch o ce of and securities o ered through Foothill Securities Inc member FINRASIPC
President Registered Principal
WINNER
LPL Financial5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski
Tom Obarski
Thank you for this award for five years in a rowOur focus working toward the protection of retirement assets and investment education
Securities o ered through LPL Financial Member FINRASIPC
LPL Branch Manager
WINNER
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
Year
Winn
er
14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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Profes
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sional
2013 Five Star Wealth
Man
agers
FS 6 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Brad Bickham Sargent Bickham Lagudis
Jarrod E Biebel Wells Fargo Advisors LLC
Randall Bills Wealth Strategies Group
Ken Blair Edward Jones
Patrick Bloomfield Bloomfield Asset ManagementWells Fargo Advisors Financial Network LLC
Donna Boender Wells Fargo Advisors LLC
Sally Brandt-Lieb Focused Money Advisors
Barry Bruner Wedbush Securities Page 26
Barbara Buell Wells Fargo Advisors LLC
Brent Burrows Raymond James amp Associates
Tim Butler Robert W Baird amp Company
James Callahan Janiczek amp Company
Douglas Campbell Wells Fargo Advisors LLC
Khankeo Campbell Wells Fargo Advisors LLC
Robert Campbell Wells Fargo Advisors LLC
Timothy Canfield Key Investment Services
Dominic Capuano Robert W Baird amp Company
Mark Christofferson Wells Fargo Advisors LLC
John Claxton RBC Wealth Management
Margaret Colbert Wells Fargo Advisors LLC
Brandon Collier Collier Associates Financial Advisors
M Katharine Collins LPL Financial Page 26
John Connell Causey Demgen amp Moore
William Connors Value Financial Advisers
Shellee Conrardy Morgan Stanley
David Cooper Edward Jones
Tony Coppola The Milestone Group
John Cormey CoBiz Wealth
Jonathan Cox Morgan Stanley Page 23
Thomas Coxhead RBC Wealth Management
John Crumplar Wedbush Securities
Meagan DrsquoAngelo Sargent Bickham Lagudis
Jim Davis Primerica
Lee Ann Day LPL Financial
Patty Delucas Wells Fargo Advisors LLC
Christine DeRose RBC Wealth Management
Ralph Diaz Wells Fargo Advisors LLC
Michael Dibala Investment Security Group
Paul Dickey The Investors New StandardINS Capital Management
Angus Dillon Wells Fargo Advisors LLC
Neil Draxler Edward Jones
Stephen Dreiling Capital Investment Counsel
Mark Duffy Denver Retirement Partners
Steve Durman Wells Fargo Advisors LLC
Todd Dussex LPL Financial
Melissa Dyer Raymond James Financial Services Page 24
David Easton Easton Financial Advisors
Samantha Ediger Wells Fargo Advisors LLC Page 24
Michael D Edwards Morgan Stanley
Steven Ehrman LPL Financial
Michael Elam Charles Schwab amp Company
Bret Elliott Elliott Financial
Steven Ellis Colorado Capital Management
Pat Erickson Cascade Financial Management Page 12
Chad Ernzen The Mutual Fund Store
Galina Esterby Morgan Stanley
Scott Farrar Centric Investment Group
Robert Farris Wells Fargo Advisors LLC
Rob Fauver Knopinski amp Fauver Financial Advisors
Robert Fillingham RBC Capital Markets
David Findlow Charles Schwab amp Company
Richard Fishel The Fishel Group
Thomas Fitzgerald RBC Wealth Management
Harvey Friedentag Friedentag Portfolio Management
Brian Friedman GHP Investment Advisors
Maurice Frilot Wells Fargo Advisors LLC
Mark Frohlich Wells Fargo Advisors LLC
Jonathan Fung Bernstein Global Wealth Management
Ian Gardenswartz Ian D Gardenswartz amp Associates
Marc Gaudreault Western Wealth Management
G Gervasini Wakefield Asset Management
Dave Giocomo Investment Security Group
Richard Goblirsch LPL Financial
Kevin Goldin Morgan Stanley
Richard Gongorek Wells Fargo Advisors LLC
Mark Griffin Wells Fargo Advisors LLC
David Groat Groat amp Soucie
Randy Grose Cherry Creek Retirement Advisors
George Gumbiner Marathon Investment Management
Melanie Hanby Asset One
David Hansen Meridian Wealth Management Page 20
Ted Harris The Milestone Group
Robert Hart Wells Fargo Advisors LLC
Todd Hauer Morgan Stanley Page 14
Katherine Heidtbrink Wells Fargo Advisors LLC
Glenn Hermanson Hoffmann Hermanson
Harold Heuer Morgan Stanley
Pamela Higgins Morgan Stanley
Jeff Holben The Holben Group
Jade Holt Charles Schwab amp Company
Charlie Host RBC Wealth Management Page 18
Jeffrey Huff Redpoint Capital ManagementWells Fargo Advisors Financial Network LLC
Jonathan Hume AXA Advisors
Cathy Anderson Hyams RBC Wealth Management
Joseph Janiczek Janiczek amp Company
Eric Jasper Edward Jones
Frederic Jauch RBC Wealth Management
Jason Jenkins Jenkins Wealth Management Group
Garret Jett Ameriprise Financial Services Inc Page 17
Douglas Johnson Financial Security Management
Jacqueline Johnson RBC Wealth Management Page 18
Joel Johnson Capital Investment Counsel
Patrick Jolliffe Jolliffe Capital
Steven Jones Tenacity Investment GroupRaymond James
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sional
2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 7
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Laurence J Kandel Obermeyer Asset Management Company Page 27
Shawn Kelly Townsend Retirement Specialists
Larry Koenigsberg Raymond James
Eric Koeplin The Milestone Group
Scott Koplar Ameriprise Financial Services Inc
Joe Kozmata Raymond James Financial Services Page 24
David Kraatz Morgan Stanley
Andrew Krantz RBC Wealth Management
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Nathan Kubik Carnick amp Kubik
Timothy Kuhlman Morgan Stanley
Porter Landreth Asset One
Dan Large Edward Jones
Daniel Lassen Ameriprise Financial Services Inc
Lori Lawrence Western Equity Group
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
John Lickly First Financial Strategies
Mark Liley Wells Fargo Advisors LLC
Lisa Lo RBC Wealth Management
Christopher Long Charles Schwab amp Company
Christopher Lynett Wells Fargo Advisors LLC
Peter MacMillan Edward Jones Investments
Adam Makkai Makkai Capital Management
Gary Mangelsdorf LPL Financial Page 24
Manuel Martinez Wells Fargo Advisors LLC
Quinn Martinez Clear Creek Investment Services
Michael Massey Edward Jones
Tanya Mathews Meridian Wealth Management Page 20
Roger Maurer Maurer amp Associates Capital Management Page 19
John McCorvie Peak Asset Management
Janet McCoy Seal Financial Services
Chad McDonnell Denver Investments
Brian McDowell Capital Investment Counsel
Richard C McDowell Jr Richard C McDowell Jr
David McKinlay David W McKinlay
Craig Miller Morgan Stanley
Lauretta Moell Wells Fargo Advisors LLC
Matthew Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Becca Moreland Robert W Baird
David Morgan Morgan Stanley
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management Page 20
John Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Richard Negreann Transitions Wealth Management Page 23
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Jesse Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Bill Noyce Walnut Street Securities Page 27
Thomas Obarski LPL Financial Page 27
James OrsquoBrien Gill Capital Partners
Adam OrsquoHair Edward Jones Investments
Mary Pagnard Wells Fargo Advisors LLC
Daniel R Palm Robert W Baird amp Company
Michael Pappas MAP Wealth Management
Christopher Parsons Wells Fargo Advisors LLC
Jeffrey Payne Aspen Wealth Management
Edward Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Jeffery Peoples G5 Financial Group
Craig Perkins CDP Financial Group
Anne Perry Wells Fargo Advisors LLC
Kirk Peterson Peterson Financial Services
Richard Phillips Wells Fargo Advisors LLC
Mitchell Powers Investment Security Group
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 21
Kathy Mezei Raabe Capital Investment Counsel
Walter Rasmussen Morgan Stanley
Jerry Reiff Morgan Stanley
Alan Reifler RBC Wealth Management
Dan Riley Wells Fargo Advisors LLC
Natalie Robbins Edward Jones
Eric Rosel Morgan Stanley
Rich Rust Investment Security Group
Robert Ryan Ryan Financial
Richard Sage LPL Financial
Odette Sahakian Charles Schwab amp Company
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Rick Saunders Wells Fargo Advisors LLC
Donald Sawyer Morgan Stanley
Timothy Scaturro Premier Financial Benefits
Catherine Stahl Scheuber Scheuber Wealth ManagementLPL Financial Page 21
Shelley Schlossberg CastleMountain Financial Services Page 28
Stacia Schmalzer MetLife of the Rockies
Melanie Schmieding Morgan Stanley
Robert Schneebeck RBC Wealth Management
David Schreiber Edward Jones
Elizabeth Schwinghammer Capital Investment Counsel
Kathleen Scott Cherry Hills Investment Advisors
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones Investments
Steve Setchfield Setchfield Associates
Lesley Shiffrin NTB Advisors
Jenna Short Edward Jones Investments
Robert Siegrist Janiczek amp Company
Scott Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
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sional
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2013 Five Star Wealth
Man
agers
FS 8 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
Award winners listed by primary services and listed alphabetically by last name
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Hartsell Soard Wells Fargo Advisors LLC
Tim Soderquist Morgan Stanley
Ann Sparks Wells Fargo Advisors LLC
Sharon Starkey Wells Fargo Advisors LLC
Carrie Steinert Colorado State Bank and Trust Page 25
Beth Stenz Edward Jones
Brenda Stokes-Dixon RBC Wealth Management
Julie R Stone Morgan Stanley
Bill Stordahl Stordahl Capital ManagementWells Fargo Advisors Financial Network LLC
Jeffrey Stotler Edward Jones
Paul Stratton Edward Jones
Adam Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Ted Swenson LPL Financial Page 28
Jeffrey Swingle Edward Jones
Mahone Tarrall New West Avisors
Scott Taylor Value Financial Advisers
Dustin Tidwell Latitude Financial Group
Kristy Tochihara Morgan Stanley Page 22
Richard Todd Innovest Portfolio Solutions
Andrew Torgerson Wells Fargo Advisors LLC
Vernon Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
David Twibell Custom Portfolio Group
Victor Walker Wells Fargo Advisors LLC
Jeff Warren Wells Fargo Advisors LLC
Richard Watson The Milestone Group
Ben Weaver BSW Wealth Partners
Robert Webster Webster Investment Advisors
Marcel Wehr Marc Wehr CPA
Richard Weintraub Meridian Wealth Management Page 20
Chad Williams CIMCO Private Wealth
Jason Williams Schwab Private Client Investment Advisory
Thomas Williams Wells Fargo Advisors LLC Page 28
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Yi-Chen Yang Independent Financial Group
Taylor Yionoulis Nolen Western
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Ali Yousaf Ameriprise Financial Services Inc
Michael Zahler Wells Fargo Advisors LLC
Curt Zeigler Capital Management Group
Jon Zeschin Essential Investment Partners
TaxationKirk Avery Kirk B Avery CPA
Marc Bradac Hanson amp Company CPAs
Timothy Bradley Bradley Consulting Group
William Brashier Brashier amp Foss CPA
Bill Brooks Bill Brooks CPA
Charles Bryson II Bryson Engelstad amp Company
Marilyn R Burnside Marilyn R Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey amp Company
Brent Corrigan Brinkerhoff Revenig amp Corrigan
Matthew Dumford Matthew E Dumford
Mona Feeley WhippleWood CPAs
Mira Fine Hein amp Associates Page 27
Brenda French Brenda A French CPA
Dan Giordano DCG CPAs
Cindy Gomerdinger Gomerdinger amp Associates
Scott Greiner Moye White
Dean Haave Dean Haave CPA
Kenneth Jackson Jackson amp Doerksen
Gary Jacobs Gary A Jacobs amp Associates
Damon Kaplan Kaplan amp Associates Page 27
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Steven Kreisman The Kreisman Group CPAs
James Leake James Leake CPA
Frank Mihoda Mihoda amp Company
Mark Moore Hanson amp Company CPAs
Robert Nadorff Marrs Sevier amp Company
Patricia OrsquoConnor OrsquoConnor amp Company CPAs
Dan Predovich Predovich amp Company Page 20
William Rooney GHP Horwath
Mary Ruparel Tobin Ruparel Konczak amp Mundell
Chris Russo Innovative Accounting Solutions
Kenneth Saliman Smith Brooks Bolshoun amp Company
Mark Sanders Mark L Sanders CPA
Michael Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
James Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates
Daniel Swires Daniel L Swires
Dave Taylor Anton Collins Mitchell
Jefferey Watkins EKSampH
Richard Whipple Jr WhippleWood CPAs
Gregory Zick Zick Business Advisors
Trust ServicesDaniel Rich Steele Street Bank amp Trust
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 9
Special advertiSing Section
Vasil W AllabashiComprehensive Financial Services and Wealth Management
Areas of Focus Comprehensive Financial Services Wealth Management Business Planning and Support Insurance Planning Retirement Planning
Left to right Seated Three-year winner Vasil W Allabashi CLU Lyle Domenitz LUTCFStanding 2011 winner Rico Nelson Rex Thatcher AAMS Robert Fillmore Jeremy Clark
bull Innovative wealth creation accumulation and spending strategiesbull Teams of specialists to coordinate your wealth with business estate and tax objectives
Wealth Strategies Group (formerly VW Allabashi amp Associates LLC) is a complete fi nancial services fi rm incorporating the unique insights developed by Vasil Allabashi during his 53 years in the insurance and fi nancial services industry A premier member of the Denver fi nancial services community since 1987 Wealth Strategies Group specializes in the development and enhancement of client planning by ensuring proper
coordination between all fi nancial assets With a senior management team of 15 WSG assists individuals families and business owners in navigating through all aspects of their fi nancial world employing a distinctive set of strategies and tools to create a clear and exciting map for building and protecting wealth
Wealth Strategies Group6455 South Yosemite Street Suite 300 bull Greenwood Village CO 80111
Phone (303) 770-9020 bull Fax (303) 488-9070wwwwealthsgcom bull wwwwealthsgcom
Securities productsservices and advisory services are offered through Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS)6455 S Yosemite Street Suite 300 Greenwood Village CO 80111 (303) 770-9020 Wealth Strategies Group is not an affiliate or subsidiary of PAS PAS is a member of FINRA SIPC
Neither PAS nor its subsidiaries agents or employees provide tax or legal advice you should consult your tax or legal advisor regarding your individual situation
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2013 Five Star Wealth
Man
agers
FS 10 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Bruce G Allen
Making Your Wealth Work for You
Two-year winner Bruce Allen President AIFAreg CIMAreg CPWAreg General Securities Principal
bull Independent consulting and unbiased advice
bull Comprehensive and ongoing investment management
bull Individualized strategies to achieve your fi nancial goals
We help clients clarify their goals and financial objectives to achieve financial independence
Bruce G Allen Investments LLC was created to serve as our clientsrsquo sole fi nancial advisor mdash as their personal CFO We help them unify the various pieces of their fi nancial puzzle creating an organized fi nancial plan to help our clients realize the
goals and aspirations of their lives We provide consistent and clear communication to monitor their progress and adjust to lifersquos changes
370 17th Street Suite 3580 bull Denver CO 80202Office (303) 592-5535 bull Fax (303) 592-5534
ballennationsfgcom bull wwwbrucegalleninvestmentscom
Investment and advisory products and services are offered through Nations Financial Group Inc Member FINRA SIPC a Registered Investment AdvisorBruce G Allen Investments LLC is a separate entity from Nations Financial Group Inc Availability of services is subject to applicable licensing requirements
Bruce G Allen Investments LLC
Two-
Year
Winn
ercopy Five Star
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 11
Special advertiSing Section
Destiny CapitalManaging Family Wealth for Generations mdash Since 1977
Counselors to Clients for More Than Just Finances
Left to right Jarrod Musick three-year winner Steve Musick Mabel Pirner Judd Kramer Pat Kramer Ken Crabb
bull Taking a holistic view your personal strategic plan is createdbull We help you achieve freedom by delegating execution of your strategy to usbull As an independent we are able to implement your strategy entirely in-house
Finances are complex and often chaotic At Destiny Capital we look beyond money to help you achieve fi nancial vitality We get to know the complete you mdash your history your present and your future Then through a combination of planning and asset management we bring order to your fi nances so you
can achieve a better quality of life You can always count on us to be here when you need us for valued counsel honest opinions or economic insight After all we believe therersquos more to a fi nancial advisor than strong performance and we will deliver more
13922 Denver West Parkway Suite 150 bull Golden CO 80401Office (303) 277-9977
infodccmailnet bull wwwdestinycapitalcorporationcom
Securities Offered through Destiny Capital Securities Corporation member FINRASIPC
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2013 Five Star Wealth
Man
agers
FS 12 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Pat A EricksonPlan Wisely bull Invest With Confi dence bull Enjoy Life
Securing Your Financial Future and Providing Peace of Mind
Left to right Seated Misty Oxford Brooke WalterStanding Katie Stone three-year winner Pat Erickson
bull More than 30 years of industry experiencebull Providing insight discipline and objectivitybull Protecting and preserving your family wealth
At Cascade we recognize that money means diff erent things to diff erent people No two investors are alike and no cookie-cutter approach will achieve the goals that are important to you Pat works with an expert team to design your unique road map to fi nancial security
950 17th Street Suite 950 bull Denver CO 80202 | 4710 Table Mesa Drive bull Boulder CO 80305Office (303) 292-1121 bull Toll-free (800) 353-0050
pericksoncascade-inccom bull wwwcascade-inccom
Securities offered through Cascade Financial Management Inc Member MSRBFINRASECAdvisory services offered through Cascade Financial Management Inc
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 13
Special advertiSing Section
G5 Financial GroupThe Power of Experience
Left to right Three-year winner Scott Forsyth CFPreg Managing Principal G5 Financial Group 2013 winner Lawrence Finch CPA Managing Principal G5 Financial Group
bull Comprehensive wealth management pre- and post-retirement income planningbull Financial planning proactive tactical asset management insurance planningbull Wealth accumulation preservation and transfer strategies
The G5 Financial Grouprsquos premise is simple yet rare combine many minds years of experience wisdom talent and skill in order to be more eff ective at solving your unique issues and better meet your needs With more than 20 investment and insurance professionals up and down the front range from
Colorado Springs to Fort Collins the G5 Financial Group off ers the full array of services found in the large national brokerage fi rms while still maintaining the personalized private attention expected from an independent advisor
5613 DTC Parkway Suite 1200 bull Greenwood Village CO 80111Office (303) 721-0691 bull Toll-free (888) 705-7604
scottforsythg5financialgroupcom bull larryfinchg5financialgroupcom bull wwwg5financialgroupcom
Securities and Advisory Services offered through Geneos Wealth Management Inc Member FINRASIPCAdvisory Services offered through G5 Financial Group RIA LLC and Financial Design and Management SEC-Registered Investment Advisors
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2013 Five Star Wealth
Man
agers
FS 14 mdash wwwfivestarprofessionalcom
Special advertiSing Section
The Hauer Group at Morgan StanleyAchieving Your Goals Is Our Objective
Comprehensive Wealth Management
Left to right Three-year winner Todd M Hauer CIMAreg Senior Vice President Wealth Advisor Tonya Krueger Senior Registered Associate Martin Agebrand CFPreg Financial Advisor
bull Helping you build your plan for tomorrow todaybull Investment advisory diversifi cation and hedging strategies tailored lendingbull Philanthropy and wealth transfer consulting
Your investments are not just about your money They are also about your hard work your dreams your aspirations your family and your future We are committed to understanding you your needs and objectives Together we will help you create a fi nancial strategy that addresses short- and long-term goals Then at every turn we will be here for you advising and adjusting strategies along the way
Todd is pleased to be selected for the Five Star Wealth Manager award a third consecutive year We are grateful to all our valued clients who made it possible
5251 DTC Parkway Suite 1500 bull Greenwood Village CO 80111Office (720) 488-2406 bull Toll-free (800) 347-5099
toddhauermorganstanleycom bull wwwmorganstanleyfacomtoddhauer
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 15
Special advertiSing Section
Kean O Boucher
A Comprehensive Independentand Unbiased Approach
bull Comprehensive wealth management
bull Personalized estate planning
bull Customized retirement strategies
Two-year winner Kean O Boucher Private Wealth ManagerLPL Branch Manager
Mitigating and managing risk is fundamental to any wealth management plan With you we will create strategies that position your assets to take advantage of opportunity and to help protect those assets should the investing environment deteriorate Boucher Wealth Management Group is a comprehensive fi nancial services fi rm committed to helping you improve your long-term fi nancial success through a rational and well-reasoned approach to wealth management and estate planning
4600 South Syracuse Street 9th Floor bull Denver CO 80237230 Center Drive bull Glenwood Springs CO 81601
Toll-free (800) 318-8840
keanboucherlplcomboucherwmgcom
Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor Member FINRASIPC Advertisement sponsored in part by Lincoln Financial Distributors
Two-
Year
Winn
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Daniel Cook and Jesse Morris
Helping Our Clients Navigate the Path to a Better More Secure Future
bull Providing customized fi nancial solutions
bull Passionately pursue excellence
bull Providing an exceptional client experience
Left to right 2013 winner Jesse Morris AIFreg CFSreg and two-year winner Daniel Cook AIFreg CFPreg
We are both honored to have received this award At Summit Wealth Group we believe fi nancial planning is not an end unto itself Rather by providing our clients with customized fi nancial solutions we help them pursue the real goal of achieving their hopes and dreams Whether it is spending more time with the grandkids becoming a ldquoscratchrdquo golfer or supporting a favorite charity Summit Wealth Group exists so our clients can devote their time and energy to pursuing life
9360 Station Street Suite 400 Lone Tree CO 80124
Offi ce (303) 688-6499
jmorrissummitwealthgroupcom dcooksummitwealthgroupcom
wwwsummitwealthgroupcom
Securities and Advisory Services offered through Commonwealth Financial Networkreg Member FINRASIPC a Registered Investment Adviser Fixed insurance products and services offered by Summit Wealth Group are separate and unrelated to Commonwealth
Two-
Year
Winn
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2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Special advertiSing Section
James M Graham IV
Passionately Enriching theLives of Our Clients
bull We off er a lifetime fi nancial-focusing program to help our clients make wise decisions with their wealth
bull Relationship capability confi dence
Left to right Je Shafer CPA Aaron Huntoon MBA CRPCreg Lene Graham two-year winner Jay Graham MBA CRPCreg
This recognition provides a unique opportunity to say thank you to our clients We greatly appreciate the confi dence you have placed in us and we are very mindful of the impact our work has on your fi nancial future Listening to your goals and dreams and then creating a customized fi nancial plan to give you a greater opportunity for success is extremely rewarding for us We look forward to continuing to help you build your fi nancial future
mdash With appreciation the McCrea Allen team
8055 East Tufts Avenue Suite 1400Denver CO 80237
Offi ce (303) 714-4761
jaygrahamLFGcomwwwmccreaallencom
James McCrea Graham IV is a registered representative of Lincoln Financial Advisors Corp Securities and investment advisory services offered through Lincoln Financial Advisors Corp a brokerdealer (member SIPC) and registered investment advisor Insurance offered through Lincoln affiliates and other fine companies CRN201308-2083990
McCrea Allen is not an affiliate of Lincoln Financial Advisors Corp
Two-
Year
Winn
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The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately-held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Gary A Peterson CRPCreg Vice President ndash Financial Advisor Elyse Baker Registered Associate Manda Neuman Intern Ron A Zimmermann CFPreg CPWAreg Vice President ndash Financial Advisor
The philosophy of the Falcon Group with Five Star Wealth Manager Gary Peterson is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while providing our clients with an acceptable rate of return Generally we manage portfolios tactically to control risk and generate returns consistent with the customized goals and objectives of our clients
370 17th Street Suite 2800Denver CO 80202
Offi ce (303) 572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstances from an independent tax advisorcopy2013 Morgan Stanley Smith Barney LLC Member SIPC
Two-
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 17
Special advertiSing Section
Garret T Jett
Your Wealth Your FutureOur Focal Point
bull Disciplined investment approach based on modern portfolio theory overlaid with technical trend analysis security selection and a tactical allocation for a sophisticated approach to risk management
Left to right Two-year winner Ryan Murphy Kathleen Leopold four-year winner Garret T Jett Financial Advisor Associate Vice President APMASM Gregory Dexter
As a fi nancial advisor my mission is to help you plan for the fi nancial future you envision for yourself and your family My practice works with you to create a plan that simplifi es your overall fi nancial picture Our team uses todayrsquos technology to integrate a sophisticated wealth management program with an emphasis on risk management while striving to set ourselves apart from our competition The goal of this system is to provide you with the confi dence needed to navigate through the ldquonew-normal economyrdquo and prepare for the certainty of uncertainty in life We inform our clients on their investment options for the issues that matter most while adhering to our integrity and ethics
10375 Park Meadows Drive Suite 125Lone Tree CO 80124
Offi ce (303) 222-2612 Ext 2612Toll-free (800) 332-9222 Ext 2612
gjettampfcomameripriseadvisorscomgarrettjett
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Asset allocation does not assure a profit or protect against loss in declining markets
Jerry L Gruber
A Comprehensive Integrated Disciplined Approach
bull A strategy-fi rst approach
bull Dedicated and unbiased service and advice
bull Building lasting client relationships
Left to right Terri Tillotson Offi ce ManagerExecutive Assistant Jody Hinsey Partner 2013 winner Jerry L Gruber Certifi ed Wealth Strategist CLUreg ChFCreg CWS Owner Partner Mary Ann Perez Marketing Coordinator
We are an independent fi nancial planning fi rm and are not tied to any single company or product
The fi rst step in our relationship begins with developing a customized written strategy for each client Once we agree on your strategy we search the universe for the most appropriate fi nancial solutions for you Then we implement review and monitor the strategies to make sure you stay on track toward your personal and fi nancial goals and objectives
68 Inverness Lane East Suite 104Englewood CO 80112
Offi ce (303) 290-6113Toll-free (888) 290-6117
jgrubergreenbookwmcomwwwgreenbookwmcom
Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inccopy Five Star
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2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Johnson Host Investment Group
Expertise You Can Trust
bull Committed to placing our clients fi rst
bull Focused on retirement and income solutions
bull Working in partnership with our community
Left to right Shea Macias Senior Investment Associate four-year winner Charlie Host Associate Vice President ndash Financial Advisor2013 winner Jackie Johnson Vice President ndash Financial Advisor
At Johnson Host Investment Group we are dedicated to earning our clientsrsquo trust by taking the time to get to know them and their families We discuss what is important to them and utilize this information to build individualized wealth management plans that are as unique as they are
Jackie and Charlie both received the Five Star Wealth Manager award in 2013
1200 17th Street Suite 2200Denver CO 80202
Jackie Johnson (303) 595-1102Charlie Host (303) 595-1193Shea Macias (303) 595-1123
wwwjohnsonhostinvestmentgroupcom
Kummer Financial Advisors Team
Helping to Align Your Goals for a Successful Future
bull Creating ethical solutions for more than 26 years
bull Objective personal guidance holistic plannin g
bull Tailored wealth accumulation strategies
Left to right Phil Wilson Julie Fletcher four-year winner Patricia Kummer Greg Richards
A dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy
Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Our full-service team can provide personal attention to your specifi c needs
Our mission is to provide fi nancial services education and advice to professionals and families to better enable them to achieve peace of mind and fi nancial security
8871 Ridgeline Boulevard Suite 100 Highlands Ranch CO 80129
Phone (303) 470-1209
clientservicekummerfi nancialcom wwwKummerFinancialcom
Kummer Financial Strategies Inc is an independent Registered Investment Advisory firm
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 19
Special advertiSing Section
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCO ve-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the fi fth
straight year
4600 South Syracuse Street Suite 1060 Denver CO 80237
Offi ce (303) 757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
WINNER
Life Transition Planners
Innovative Solutions to Navigate Lifersquos Transitions
bull Caring experienced and dedicated
bull Solid principles sound strategies
bull Your goals our mission
Left to right Three-year winner Bob Holland CFPreg 2012 winner Deb Johnson ChFCreg CDFAtrade and ve-year winner Gary Sidder CFPreg
LTP is a fee-based comprehensive fi nancial planning and wealth management practice All of our clients get the benefi ts of a full fi nancial plan before we recommend any course of action beginning with the end in mind As fi duciaries we strive to place the interest of our clients ahead of our own at all times Building lasting relationships and helping our clients to meet their fi nancial and life goals such as wealth accumulation and retirement distribution strategies are the foundations of our practice We are passionate about educating our clients and helping them succeed
Life Transition Planners Inc7631 Shaff er Parkway Suite A bull Littleton CO 80127-3011
Phone (303) 933-6226 bull Toll-free (800) 926-3302
bobhollandlifetransitionplannerscomgarylifetransitionplannerscomdeblifetransitionplannerscomwwwlifetransitionplannerscom
wwwrhollandretirementtimecom
CERTIFIED FINANCIAL PLANNERtrade practitioner as authorized by the Certified Financial Planner Board of StandardsSecurities and Investment Advisory Services offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Life Transition Planners Inc
WINNER
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2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Daniel J Predovich
Solutions for Complexity
bull Tax planning and preparation
bull Accounting and bookkeeping
bull Financial services
Two-year winner Daniel J Predovich CPA CFE CFF CITP
We are privileged to live in Colorado and like our clients take full advantage of what Colorado has to off er This shared interest allows us to profoundly connect with clients We look forward to explaining to you the complexities of tax and fi nance in nontechnical terms We work side-by-side with your fi nancial advisors to manage your fi nancial world Our success is a direct measure of our large-fi rm resources molded around small-fi rm friendliness
1745 Shea Center Drive Suite 360 Highlands Ranch CO 80129
Offi ce (303) 791-3000Fax (303) 791-0665
JBolgrendpredovichcomwwwdpredovichcom
Two-
Year
Winn
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Meridian Wealth Management
Unbiased and Independent
bull Working together on lifersquos ldquowhat ifsrdquo
bull Independence powered by LPL Financial
bull Trusted guidance exceptional service
Left to right Two-year winner Richard Weintraub three-year winner Richard Mowertwo-year winner Tanya Mathews four-year winner David Hansen
It is a great honor for all four partners in Meridian Wealth Management to again receive the coveted Five Star Wealth Manager award
As an independent fi rm we provide truly unbiased investment advice and highly personalized service Founded by seasoned and accomplished investment advisors our fi rm intentionally serves a limited number of valued clients Serving fewer clients lets us develop intimate relationships and create multigenerational trust
4430 Arapahoe Avenue Suite 210Boulder CO 80303
Boulder (720) 274-1656Denver (303) 357-4741
meridianteamcom
Securities offered through LPL Financial member FINRASIPC Investment advice offered through Meridian Wealth Management a registered investment advisor and separate entity from LPL Financialcopy Five
Star Pro
fessio
nal
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 21
Special advertiSing Section
Catherine Stahl Scheuber
You the Client Are the Greatest Asset in Our Business
bull Listening understanding implementing mdash our process
bull Trust confi dentiality quality service mdash focused on you
bull Let us assist you in your fi nancial journey
Left to right 2013 winner Catherine Stahl Scheuber CRPCreg 2009 winner Carshon Rodgers
It is an honor to receive this recognition With more than 30 years of experience in the fi nancial services industry I have navigated through numerous market cycles Together my clients and I have weathered the ups and downs It is managing
reasonable expectations that make us successful Thanks to each of you for your trust It is my passion to assist people in hopes of addressing their fi nancial goals I assist high-net-worth individuals and it is my pleasure
5201 South Yosemite Street Suite 201Greenwood Village CO 80111
Offi ce (303) 963-5705
catherinescheuberlplcom wwwcatherinescheubercom
Securities and Financial Planning offered through LPL Financial a registered Investment Advisor Member FINRASIPC
Sandon Purcell
A Team Approach to Assist
bull More than 60 years of combined experience
bull Multigenerational services
bull D ividend-oriented income strategies
Left to right Loretta Freelong Client Services Manager two-year winner Sandon ldquoSandyrdquo Purcell Branch Manager Daniel ldquoDanrdquo Andrews Financial Advisor
It is our mission to always be committed to our core values of client service integrity and honest advice Having the support of a large fi rm like Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone combined with our independent spirit we believe we are able to off er our clients the very best possible experience
Call us today for a complimentary fi nancial analysis
Purcell Capital Management5299 DTC Boulevard Suite 210Greenwood Village CO 80111
Offi ce (303) 800-3350Toll-free (888) 338-4713
sandonpurcellwfafi netcom wwwpurcellcapitalcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank
affiliate of Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0813-05666]
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Special advertiSing Section
TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Four-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Registered CSA
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 26 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 23 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120 Boulder CO 80302
Kristy (303) 545-1844Noel (303) 545-1845
kristytochiharamorganstanleycom wwwmorganstanleyfacomtochiharaculberso n
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Tom Stefaniak
Investing for Your Best Interest
bull Face-to-face meetings
bull Personalized fi nancial planning
bull Surge and protect investment strategy
2009 2010 2011 2012 and 2013 winner Tom Stefaniak
ldquoOn behalf of all of us at Pinnacle Wealth Management I would like to thank our clients for the trust they have placed in us We truly appreciate itrdquo mdash Tom Stefaniak
Tom Stefaniak is dedicated to developing long-term relationships to provide outstanding client service and accessibility to assist clients with a wide range of fi nancial needs
Tom Stefaniak has been a CERTIFIED FINANCIAL PLANNERtrade practitioner since 1990 and has more than 25 years of experience in the fi nancial services industry
2696 South Colorado Boulevard Suite 430 Denver CO 80222
Offi ce (303) 806-0988
tompinnaclewmcom wwwpinnaclewmcom
Securities offered through LPL Financial ndash Member FINRASIPC ndash Investment Advice offered through Pinnacle Wealth Management a Registered Investment Advisor and a separate entity from LPL Financial
WINNER
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 23
Special advertiSing Section
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce (303) 689-7424Toll-free (800) 991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 years I have been helping clients develop fi nancial planning strategies that address multigenerational planning as well as day-to-day needs My talented team and I strive to enhance our clientsrsquo abilities to make fi nancial and investment decisions
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Private Weath AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
WINNER
John Cox
370 17th St Ste 5100Denver CO 80202
Offi ce (303) 595-2125Toll-free (800) 767-9983johncoxmorganstanleycom
bull Discretionary active account managerbull Average relationship duration 19 yearsbull 30 years as an investment professional
Relationships for the Long Run
In this new era of economic uncertainty the traditional approach to long-term investing needs to be questioned With more than 30 years as an investment professional and asset manager John utilizes active management risk strategies and discipline to build and protect client assets This approach has resulted in relationships that last through generations Is active account management for you
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Portfolio Manager Financial Advisor
Transitions Wealth Management TeamWealth Management Through a
Comprehensive Five-Step Process
bull Simple and elegant wealth management
bull Disciplined approach to our process
bull Collaborative needs-based solutions
Left to right Five-year winner Bruce Bendell CPA PFS three-year winner Josh Lozow two-year winner Michael Simmons CFPreg four-year winner Richard Negreann CPA PFS
Transitions Wealth Management LLC assists those experiencing life transitions (widows divorce retirement inheritance and liquidity events) to make intelligent decisions with their fi nances through a comprehensive fi ve-step process We do this by acting as your personal wealth manager We use a consultative process to identify your current fi nancial situation and challenges and then design solutions intended to help you achieve your most important goals
8101 East Prentice Avenue Suite 800Greenwood Village CO 80111
Phone (303) 221-4867 Toll-free (800) 230-2941
infotransitionswmcom wwwtransitionswmcom
Registered Investment Advisor Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability Transitions Wealth Management LLC and the Five Star program are not affiliated
WINNER
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2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340 Ext 2Direct (720) 209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
Personalized Financial Planning
Blending integrity hard work and a willingness to listen to each client like he or she is the only investor in the world Melissa Dyer is dedicated to assisting her clients in reaching their fi nancial goals She uses a hands-on approach when working with clients meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives Five Star Wealth Manager 2012 and 2013
Securities o ered through Raymond James Financial Services Inc Member FINRASIPC The Five Star award is bestowed by an independent third party organization not a liated with Raymond James
CERTIFIED FINANCIAL PLANNERtrade MBA
Two-
Year
Winn
er
Samantha Ediger
15 S Main StBrighton CO 80601
Offi ce (303) 659-5532samanthaledigerwellsfargocomwwwwfadvisorscomsamanthalediger
bull Honest well-thought-out advice bull Custom-tailored investment planning bull Client-focused relationship management
Client-Focused Wealth Management
During my 23 years in fi nancial services I have helped families grow wealth improve retirement lifestyles and preserve income I save you time simplify complex issues and help manage transitions
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC is a registered broker-dealer and a separate non-bank
affiliate of Wells Fargo amp Company Member SIPC [CAR 0813-04471]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor Assistant Vice President ndash Investments
Joseph Kozmata
Raymond James Financial Services 10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340
Josephkozmataraymondjamescom
RaymondJamescomJosephKozmata
bull Comprehensive wealth managementbull Investments tailored to clientsrsquo objectivesbull Personalized service
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade and Chartered Financial Analystreg credentials Joe focuses his eff orts on managing and preserving his clientsrsquo wealth for their fi nancial future He works with his clientsrsquo CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 and 2013
Securities offered through Raymond James Financial Services Inc Member FINRASIPC This Five Star Wealth Manager award is bestowed by an independent third party
organization not affiliated with Raymond James
CFPreg CFAreg
Two-
Year
Winn
er
Gary Mangelsdorf
LPL Financial 14143 Denver W Pkwy Ste 510 Golden CO 80401
Offi ce (303) 393-2378
garymangelsdorflplcom wwwColoradoFinancialPartnerscom
bull Comprehensive fi nancial planning bull Unparalleled client service bull Solid unbiased advice
Your Needs Come First
In todays complex fi nancial environment timely insights and prudent guidance are essential for eff ectively managing personal assets and achieving fi nancial success Over the past 25 years Gary has developed a proprietary asset-allocation model designed to match a clients short- and long-term goals with their tolerance to risk His dedication and experience can help you pursue greater fi nancial well-being Contact Gary today for a free no-obligation consultation
Securities and Financial Planning offered through LPL Finanical a Registered Investment Advisor Member FINRASIPC
Financial Advisor
WINNER
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 25
Special advertiSing Section
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80206Phone (303) 331-6434elizabethoingfpcomwwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
Integrity bull Excellence bull Commitment
Elizabeth has an impressive reputation for objective intelligent highly-personalized service Her integrity and experience enable her to deliver eff ective plans that refl ect her clientsrsquo values personal objectives and long-term goals Her breadth of knowledge makes her a trusted fi nancial advisor able to inform motivate and advise clients so they are best positioned for success and peace of mind
Securities and investment advisory services o ered through ING Financial Partners Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by ING Financial Partners
Financial Advisor MBA University of Colorado
Mark Sindrich
1490 South Pearl St Denver CO 80210 Offi ce (303) 744-8899 Toll-free (800) 825-8259 infosindrichcom wwwsindrichcom
bull Clarity confi dence consensus accountability bull Answers to the ldquowhat ifsrdquo that keep you up at night bull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions to each of our clientrsquos unique fi nancial needs that are clear and simple We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Sindrich amp Associates or
Five Star Professional NFP Securities Inc does not provide legal or tax advice
CERTIFIED FINANCIAL PLANNERtrade
Carrie Steinert
1600 Broadway Denver CO 80202 Direct (303) 864-7264 Cell (303) 507-4644 csteinertcsbtcom wwwcsbtcom
bull Relationships built on trust integrity and objective advice bull Customized wealth management solutions bull Easy-to-understand fi nancial strategies
Long Live Personal Relationships
Carrie off ers an array of comprehensive wealth management services designed to meet the needs of high-net-worth individuals families and business owners Every client enjoys a one-on-one relationship to address individual fi nancial priorities For more than 20 years Carrie has delivered an experienced disciplined approach to providing customized solutions for clients Call Carrie Steinert to discuss your fi nancial future
copy2013 Colorado State Bank and Trust a division of BOKF NA Member FDIC Equal Opportunity Lender
Vice President Client Advisor CTFA Series 7 66 ndash IAR Ins
S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce (303) 200-1441Cell (719) 210-6817toddwarburtonraymondjamescom
FrontRangeFinancialConsultingcom
bull Retirement planning bull Custom portfolio management bull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President ndash InvestmentsBranch Manager
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2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Special advertiSing Section
8742 Lucent Blvd Ste 600 Highlands Ranch CO 80129 Office (303) 305-5446 randyandersonaxa-advisorscom wwwrjandersonfinancialcom
Randy J Anderson
I provide financial services to help people clarify and define their financial goals recommend strategies that fit their needs and monitor their financial progress
Randy Anderson o ers securities through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity and
insurance products o ered through AXA Network LLC RJ Anderson Financial LLC is not owned or operated by AXA
Advisors or AXA Network AGE-80340(0912)(exp0914)
Financial Professional CFPreg
WINNER
5105 DTC Pkwy Ste 316Greenwood Village CO 80111Office (303) 220-5525 Toll-free (800) 898-5450willisintegrafinancialwswwwintegrafinancialws
Willis Ashby
With more than 30 years of experience Willis offers trusted personalized and value-based financial planning services to help you achieve your goals and minimize risk throughout the changing stages of your life As an independent advisory firm there are no conflicts of interest with banks or a brokerdealer We work only for you
President and CFPreg
4643 S Ulster St Ste 1350Denver CO 80237Office (303) 200-1440Cell (303) 829-4790PaulaBoykaraymondjamescomFrontRangeFinancialConsultingcom
Paula Boyka
Understanding your visionWe believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of appropriate asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President Investments
14143 Denver W Pkwy Ste 510 Golden CO 80401 Direct (303) 942-1717 Office (720) 445-7294 christopherbruhllplcom wwwmyfinancialdynamicscom
Christopher P Bruhl
Our goal at Financial Dynamics LLC is to coordinate both investment and risk management strategies crafting effective multidisciplinary financial plans for business owners self-employed professionals and their key people
Securities amp Financial Planning o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Wealth Advisor ChFCreg CLUreg CFPreg
50 S Steele St Ste 850Denver CO 80209Office (303) 377-7327Phone (800) 313-7239barrybrunerwedbushcom
Barry Bruner
Barry helps his clients achieve their financial g o a l s b y d e s i g n i n g i nv e s t m e n t a n d retirement strategies specific to their needs and objectives He focuses on building long-term relationships with his clients while consistently using a prudent approach to investing
wwwwedbushcom | Member NYSEFINRASIPC
Senior Vice President Investments
Two-
Year
Winn
er
2229 S Joliet WayAurora CO 80014Direct (303) 306-6639katiecollinslplcomwwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 29 years of experience Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
650 S Cherry St Ste 710Denver CO 80246Phone (303) 355-8500frankcoloradoelderlawcom
Frank J Danzo III
Frank has committed his law practice to planning and implementing specialized estate plans for individuals and families Frank is a member of the trust and estate and elder law sections of the Colorado Bar Association and the Denver Estate Planning Council
EstateBusiness Planning Elder Law
370 17th St Ste 2800Denver CO 80202Phone (303) 572-4825phildispensemorganstanleycom
Phil Dispense
Phil has 17 years of experience in retirement planning custom portfolio management and company retirement plansFive Star award winner 2009 ndash 2013
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor CFPreg Chartered Retirement Plans Specialist
WINNER
Daniel C Doherty PC 357 Main StLongmont CO 80501Phone (303) 532-2880Fax (303) 532-2990danieldohertylawcom
Daniel C Doherty
Dan specializes in estate gift and income tax law the law of wills trusts and estates estate planning probate and trust settlement guardianship and conservatorship business formation planning and succession and charitable gifting and asset preservation strategies
JD LLM
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 27
Special advertiSing Section
7979 E Tufts Ave Ste 715Denver CO 80237Office (303) 689-7465patrickjanssenampfcom ameripriseadvisorscompatrickjanssen
Patrick H Janssen
As a Financial Advisor with a Certified Divorce Financial Analyst designation my goal is to help my clients succeed through the complex financial change and recovery that divorce can create
Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise
Financial Services Inc Member FINRA and SIPC
MBA CDFAtrade
3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom
Laurence J Kandel
On behalf of the entire firm I would like to thank our wonderful clients for their continued loyalty and partnership I look forward to our ongoing relationships and find them extremely rewarding
At Obermeyer Asset Management Company we are deeply committed to delivering a highly individualized approach and
sound thoughtful investment advice designed to preserve and grow our clientsrsquo net worth
Vice President Investments and Client Advisory
Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom
Damon L Kaplan
Thank you for this prestigious honor Dedication to clients is the foundation for building long-term relationships and strong partnershipsOur areas of focus include personal business and bankruptcy taxation estatebusiness planning
CPA
7400 E Orchard Rd Ste 120 Greenwood Village CO 80111 Phone (303) 683-9555 wnoycejrwalnutstreetcom
Bill Noyce
As an investment advisor representative with Walnut Street Securities Bill has built his practice around helping clients define achieve and grow their individual financial aspirations
Securities and investment advisory services o ered through registered representatives and investment advisor representatives
of Walnut Street Securities Inc Member FINRASIPC
Investment Advisor Representative
Hall amp Evans LLC1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom
Joyce H Nakamura
With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives Her areas of focus include estate planning trust and estate administration litigation and charitable and business succession planning
WINNER
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office (720) 836-4534
David W Moritz
I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg
1999 Broadway Ste 4000Denver CO 80202Office (303) 298-9600mfineheincpacomwwwHeinCPAcom
Mira Fineacute
Mira provides tax planning and compliance services to family business trusts and estates She assists clients with significant transactions retirement planning succession planning executive compensation planning estate planning exit planning and entity structuring and planning
National Director of Tax Operations
2000 S Colorado BlvdSte 2-630Denver CO 80222Phone (303) 779-2524sgordoncornerstoneassetscomwwwcornerstoneassetscom
Stephen Gordon
Long-term client relationships based on customized planning wealth management s t r a t e g i e s a n d p r o a c t i v e o n g o i n g maintenance Stephen has more than 17 years of experience providing financial services with an independent firm Investment Advisory Services o ered through CUE Financial Group Inc
an SEC-Registered Investment Advisor Branch o ce of and securities o ered through Foothill Securities Inc member FINRASIPC
President Registered Principal
WINNER
LPL Financial5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski
Tom Obarski
Thank you for this award for five years in a rowOur focus working toward the protection of retirement assets and investment education
Securities o ered through LPL Financial Member FINRASIPC
LPL Branch Manager
WINNER
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2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
Year
Winn
er
14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 7
Special advertiSing Section
Award winners listed by primary services and listed alphabetically by last name
Laurence J Kandel Obermeyer Asset Management Company Page 27
Shawn Kelly Townsend Retirement Specialists
Larry Koenigsberg Raymond James
Eric Koeplin The Milestone Group
Scott Koplar Ameriprise Financial Services Inc
Joe Kozmata Raymond James Financial Services Page 24
David Kraatz Morgan Stanley
Andrew Krantz RBC Wealth Management
Paul Kropatsch Ethos Financial PartnersAmeriprise Financial Services Inc
Nathan Kubik Carnick amp Kubik
Timothy Kuhlman Morgan Stanley
Porter Landreth Asset One
Dan Large Edward Jones
Daniel Lassen Ameriprise Financial Services Inc
Lori Lawrence Western Equity Group
Geoffrey Leopold Edward Jones
Austin Lewis Lewis Wealth Management
John Lickly First Financial Strategies
Mark Liley Wells Fargo Advisors LLC
Lisa Lo RBC Wealth Management
Christopher Long Charles Schwab amp Company
Christopher Lynett Wells Fargo Advisors LLC
Peter MacMillan Edward Jones Investments
Adam Makkai Makkai Capital Management
Gary Mangelsdorf LPL Financial Page 24
Manuel Martinez Wells Fargo Advisors LLC
Quinn Martinez Clear Creek Investment Services
Michael Massey Edward Jones
Tanya Mathews Meridian Wealth Management Page 20
Roger Maurer Maurer amp Associates Capital Management Page 19
John McCorvie Peak Asset Management
Janet McCoy Seal Financial Services
Chad McDonnell Denver Investments
Brian McDowell Capital Investment Counsel
Richard C McDowell Jr Richard C McDowell Jr
David McKinlay David W McKinlay
Craig Miller Morgan Stanley
Lauretta Moell Wells Fargo Advisors LLC
Matthew Monks Ethos Financial PartnersAmeriprise Financial Services Inc
Becca Moreland Robert W Baird
David Morgan Morgan Stanley
Michael Morgan Neidiger Tucker Bruner
Doug Morris The Milestone Group
Richard Mower Meridian Wealth Management Page 20
John Mullaney Wells Fargo Advisors LLC
Michael Mullins Mullins Investment Management
Richard Negreann Transitions Wealth Management Page 23
Rebecca Neils Schwab Private Client Investment Advisory
Jeffrey Nelligan Morgan Stanley
Jesse Nichols Wells Fargo Advisors LLC
Mike Nielson Nielson Wealth Management
Bill Noyce Walnut Street Securities Page 27
Thomas Obarski LPL Financial Page 27
James OrsquoBrien Gill Capital Partners
Adam OrsquoHair Edward Jones Investments
Mary Pagnard Wells Fargo Advisors LLC
Daniel R Palm Robert W Baird amp Company
Michael Pappas MAP Wealth Management
Christopher Parsons Wells Fargo Advisors LLC
Jeffrey Payne Aspen Wealth Management
Edward Pearl Wells Fargo Advisors LLC
Rockwell Pearson First Financial Equity Corporation
Jeffery Peoples G5 Financial Group
Craig Perkins CDP Financial Group
Anne Perry Wells Fargo Advisors LLC
Kirk Peterson Peterson Financial Services
Richard Phillips Wells Fargo Advisors LLC
Mitchell Powers Investment Security Group
Sandon Purcell Wells Fargo Advisors Financial Network LLC Page 21
Kathy Mezei Raabe Capital Investment Counsel
Walter Rasmussen Morgan Stanley
Jerry Reiff Morgan Stanley
Alan Reifler RBC Wealth Management
Dan Riley Wells Fargo Advisors LLC
Natalie Robbins Edward Jones
Eric Rosel Morgan Stanley
Rich Rust Investment Security Group
Robert Ryan Ryan Financial
Richard Sage LPL Financial
Odette Sahakian Charles Schwab amp Company
Steven Salter Insight Asset Management
Teresa Sanders Aspen Wealth Management
Christine Satterfield Wells Fargo Advisors LLC
Rick Saunders Wells Fargo Advisors LLC
Donald Sawyer Morgan Stanley
Timothy Scaturro Premier Financial Benefits
Catherine Stahl Scheuber Scheuber Wealth ManagementLPL Financial Page 21
Shelley Schlossberg CastleMountain Financial Services Page 28
Stacia Schmalzer MetLife of the Rockies
Melanie Schmieding Morgan Stanley
Robert Schneebeck RBC Wealth Management
David Schreiber Edward Jones
Elizabeth Schwinghammer Capital Investment Counsel
Kathleen Scott Cherry Hills Investment Advisors
Arthur Segall Morgan Stanley
Everton Sequeira Edward Jones Investments
Steve Setchfield Setchfield Associates
Lesley Shiffrin NTB Advisors
Jenna Short Edward Jones Investments
Robert Siegrist Janiczek amp Company
Scott Skinner Edward Jones
Paul L Smith Wells Fargo Advisors LLC
Douglas Smooke Renaissance Wealth Management
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2013 Five Star Wealth
Man
agers
FS 8 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
Award winners listed by primary services and listed alphabetically by last name
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Hartsell Soard Wells Fargo Advisors LLC
Tim Soderquist Morgan Stanley
Ann Sparks Wells Fargo Advisors LLC
Sharon Starkey Wells Fargo Advisors LLC
Carrie Steinert Colorado State Bank and Trust Page 25
Beth Stenz Edward Jones
Brenda Stokes-Dixon RBC Wealth Management
Julie R Stone Morgan Stanley
Bill Stordahl Stordahl Capital ManagementWells Fargo Advisors Financial Network LLC
Jeffrey Stotler Edward Jones
Paul Stratton Edward Jones
Adam Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Ted Swenson LPL Financial Page 28
Jeffrey Swingle Edward Jones
Mahone Tarrall New West Avisors
Scott Taylor Value Financial Advisers
Dustin Tidwell Latitude Financial Group
Kristy Tochihara Morgan Stanley Page 22
Richard Todd Innovest Portfolio Solutions
Andrew Torgerson Wells Fargo Advisors LLC
Vernon Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
David Twibell Custom Portfolio Group
Victor Walker Wells Fargo Advisors LLC
Jeff Warren Wells Fargo Advisors LLC
Richard Watson The Milestone Group
Ben Weaver BSW Wealth Partners
Robert Webster Webster Investment Advisors
Marcel Wehr Marc Wehr CPA
Richard Weintraub Meridian Wealth Management Page 20
Chad Williams CIMCO Private Wealth
Jason Williams Schwab Private Client Investment Advisory
Thomas Williams Wells Fargo Advisors LLC Page 28
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Yi-Chen Yang Independent Financial Group
Taylor Yionoulis Nolen Western
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Ali Yousaf Ameriprise Financial Services Inc
Michael Zahler Wells Fargo Advisors LLC
Curt Zeigler Capital Management Group
Jon Zeschin Essential Investment Partners
TaxationKirk Avery Kirk B Avery CPA
Marc Bradac Hanson amp Company CPAs
Timothy Bradley Bradley Consulting Group
William Brashier Brashier amp Foss CPA
Bill Brooks Bill Brooks CPA
Charles Bryson II Bryson Engelstad amp Company
Marilyn R Burnside Marilyn R Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey amp Company
Brent Corrigan Brinkerhoff Revenig amp Corrigan
Matthew Dumford Matthew E Dumford
Mona Feeley WhippleWood CPAs
Mira Fine Hein amp Associates Page 27
Brenda French Brenda A French CPA
Dan Giordano DCG CPAs
Cindy Gomerdinger Gomerdinger amp Associates
Scott Greiner Moye White
Dean Haave Dean Haave CPA
Kenneth Jackson Jackson amp Doerksen
Gary Jacobs Gary A Jacobs amp Associates
Damon Kaplan Kaplan amp Associates Page 27
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Steven Kreisman The Kreisman Group CPAs
James Leake James Leake CPA
Frank Mihoda Mihoda amp Company
Mark Moore Hanson amp Company CPAs
Robert Nadorff Marrs Sevier amp Company
Patricia OrsquoConnor OrsquoConnor amp Company CPAs
Dan Predovich Predovich amp Company Page 20
William Rooney GHP Horwath
Mary Ruparel Tobin Ruparel Konczak amp Mundell
Chris Russo Innovative Accounting Solutions
Kenneth Saliman Smith Brooks Bolshoun amp Company
Mark Sanders Mark L Sanders CPA
Michael Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
James Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates
Daniel Swires Daniel L Swires
Dave Taylor Anton Collins Mitchell
Jefferey Watkins EKSampH
Richard Whipple Jr WhippleWood CPAs
Gregory Zick Zick Business Advisors
Trust ServicesDaniel Rich Steele Street Bank amp Trust
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 9
Special advertiSing Section
Vasil W AllabashiComprehensive Financial Services and Wealth Management
Areas of Focus Comprehensive Financial Services Wealth Management Business Planning and Support Insurance Planning Retirement Planning
Left to right Seated Three-year winner Vasil W Allabashi CLU Lyle Domenitz LUTCFStanding 2011 winner Rico Nelson Rex Thatcher AAMS Robert Fillmore Jeremy Clark
bull Innovative wealth creation accumulation and spending strategiesbull Teams of specialists to coordinate your wealth with business estate and tax objectives
Wealth Strategies Group (formerly VW Allabashi amp Associates LLC) is a complete fi nancial services fi rm incorporating the unique insights developed by Vasil Allabashi during his 53 years in the insurance and fi nancial services industry A premier member of the Denver fi nancial services community since 1987 Wealth Strategies Group specializes in the development and enhancement of client planning by ensuring proper
coordination between all fi nancial assets With a senior management team of 15 WSG assists individuals families and business owners in navigating through all aspects of their fi nancial world employing a distinctive set of strategies and tools to create a clear and exciting map for building and protecting wealth
Wealth Strategies Group6455 South Yosemite Street Suite 300 bull Greenwood Village CO 80111
Phone (303) 770-9020 bull Fax (303) 488-9070wwwwealthsgcom bull wwwwealthsgcom
Securities productsservices and advisory services are offered through Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS)6455 S Yosemite Street Suite 300 Greenwood Village CO 80111 (303) 770-9020 Wealth Strategies Group is not an affiliate or subsidiary of PAS PAS is a member of FINRA SIPC
Neither PAS nor its subsidiaries agents or employees provide tax or legal advice you should consult your tax or legal advisor regarding your individual situation
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2013 Five Star Wealth
Man
agers
FS 10 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Bruce G Allen
Making Your Wealth Work for You
Two-year winner Bruce Allen President AIFAreg CIMAreg CPWAreg General Securities Principal
bull Independent consulting and unbiased advice
bull Comprehensive and ongoing investment management
bull Individualized strategies to achieve your fi nancial goals
We help clients clarify their goals and financial objectives to achieve financial independence
Bruce G Allen Investments LLC was created to serve as our clientsrsquo sole fi nancial advisor mdash as their personal CFO We help them unify the various pieces of their fi nancial puzzle creating an organized fi nancial plan to help our clients realize the
goals and aspirations of their lives We provide consistent and clear communication to monitor their progress and adjust to lifersquos changes
370 17th Street Suite 3580 bull Denver CO 80202Office (303) 592-5535 bull Fax (303) 592-5534
ballennationsfgcom bull wwwbrucegalleninvestmentscom
Investment and advisory products and services are offered through Nations Financial Group Inc Member FINRA SIPC a Registered Investment AdvisorBruce G Allen Investments LLC is a separate entity from Nations Financial Group Inc Availability of services is subject to applicable licensing requirements
Bruce G Allen Investments LLC
Two-
Year
Winn
ercopy Five Star
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 11
Special advertiSing Section
Destiny CapitalManaging Family Wealth for Generations mdash Since 1977
Counselors to Clients for More Than Just Finances
Left to right Jarrod Musick three-year winner Steve Musick Mabel Pirner Judd Kramer Pat Kramer Ken Crabb
bull Taking a holistic view your personal strategic plan is createdbull We help you achieve freedom by delegating execution of your strategy to usbull As an independent we are able to implement your strategy entirely in-house
Finances are complex and often chaotic At Destiny Capital we look beyond money to help you achieve fi nancial vitality We get to know the complete you mdash your history your present and your future Then through a combination of planning and asset management we bring order to your fi nances so you
can achieve a better quality of life You can always count on us to be here when you need us for valued counsel honest opinions or economic insight After all we believe therersquos more to a fi nancial advisor than strong performance and we will deliver more
13922 Denver West Parkway Suite 150 bull Golden CO 80401Office (303) 277-9977
infodccmailnet bull wwwdestinycapitalcorporationcom
Securities Offered through Destiny Capital Securities Corporation member FINRASIPC
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2013 Five Star Wealth
Man
agers
FS 12 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Pat A EricksonPlan Wisely bull Invest With Confi dence bull Enjoy Life
Securing Your Financial Future and Providing Peace of Mind
Left to right Seated Misty Oxford Brooke WalterStanding Katie Stone three-year winner Pat Erickson
bull More than 30 years of industry experiencebull Providing insight discipline and objectivitybull Protecting and preserving your family wealth
At Cascade we recognize that money means diff erent things to diff erent people No two investors are alike and no cookie-cutter approach will achieve the goals that are important to you Pat works with an expert team to design your unique road map to fi nancial security
950 17th Street Suite 950 bull Denver CO 80202 | 4710 Table Mesa Drive bull Boulder CO 80305Office (303) 292-1121 bull Toll-free (800) 353-0050
pericksoncascade-inccom bull wwwcascade-inccom
Securities offered through Cascade Financial Management Inc Member MSRBFINRASECAdvisory services offered through Cascade Financial Management Inc
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 13
Special advertiSing Section
G5 Financial GroupThe Power of Experience
Left to right Three-year winner Scott Forsyth CFPreg Managing Principal G5 Financial Group 2013 winner Lawrence Finch CPA Managing Principal G5 Financial Group
bull Comprehensive wealth management pre- and post-retirement income planningbull Financial planning proactive tactical asset management insurance planningbull Wealth accumulation preservation and transfer strategies
The G5 Financial Grouprsquos premise is simple yet rare combine many minds years of experience wisdom talent and skill in order to be more eff ective at solving your unique issues and better meet your needs With more than 20 investment and insurance professionals up and down the front range from
Colorado Springs to Fort Collins the G5 Financial Group off ers the full array of services found in the large national brokerage fi rms while still maintaining the personalized private attention expected from an independent advisor
5613 DTC Parkway Suite 1200 bull Greenwood Village CO 80111Office (303) 721-0691 bull Toll-free (888) 705-7604
scottforsythg5financialgroupcom bull larryfinchg5financialgroupcom bull wwwg5financialgroupcom
Securities and Advisory Services offered through Geneos Wealth Management Inc Member FINRASIPCAdvisory Services offered through G5 Financial Group RIA LLC and Financial Design and Management SEC-Registered Investment Advisors
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2013 Five Star Wealth
Man
agers
FS 14 mdash wwwfivestarprofessionalcom
Special advertiSing Section
The Hauer Group at Morgan StanleyAchieving Your Goals Is Our Objective
Comprehensive Wealth Management
Left to right Three-year winner Todd M Hauer CIMAreg Senior Vice President Wealth Advisor Tonya Krueger Senior Registered Associate Martin Agebrand CFPreg Financial Advisor
bull Helping you build your plan for tomorrow todaybull Investment advisory diversifi cation and hedging strategies tailored lendingbull Philanthropy and wealth transfer consulting
Your investments are not just about your money They are also about your hard work your dreams your aspirations your family and your future We are committed to understanding you your needs and objectives Together we will help you create a fi nancial strategy that addresses short- and long-term goals Then at every turn we will be here for you advising and adjusting strategies along the way
Todd is pleased to be selected for the Five Star Wealth Manager award a third consecutive year We are grateful to all our valued clients who made it possible
5251 DTC Parkway Suite 1500 bull Greenwood Village CO 80111Office (720) 488-2406 bull Toll-free (800) 347-5099
toddhauermorganstanleycom bull wwwmorganstanleyfacomtoddhauer
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 15
Special advertiSing Section
Kean O Boucher
A Comprehensive Independentand Unbiased Approach
bull Comprehensive wealth management
bull Personalized estate planning
bull Customized retirement strategies
Two-year winner Kean O Boucher Private Wealth ManagerLPL Branch Manager
Mitigating and managing risk is fundamental to any wealth management plan With you we will create strategies that position your assets to take advantage of opportunity and to help protect those assets should the investing environment deteriorate Boucher Wealth Management Group is a comprehensive fi nancial services fi rm committed to helping you improve your long-term fi nancial success through a rational and well-reasoned approach to wealth management and estate planning
4600 South Syracuse Street 9th Floor bull Denver CO 80237230 Center Drive bull Glenwood Springs CO 81601
Toll-free (800) 318-8840
keanboucherlplcomboucherwmgcom
Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor Member FINRASIPC Advertisement sponsored in part by Lincoln Financial Distributors
Two-
Year
Winn
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Daniel Cook and Jesse Morris
Helping Our Clients Navigate the Path to a Better More Secure Future
bull Providing customized fi nancial solutions
bull Passionately pursue excellence
bull Providing an exceptional client experience
Left to right 2013 winner Jesse Morris AIFreg CFSreg and two-year winner Daniel Cook AIFreg CFPreg
We are both honored to have received this award At Summit Wealth Group we believe fi nancial planning is not an end unto itself Rather by providing our clients with customized fi nancial solutions we help them pursue the real goal of achieving their hopes and dreams Whether it is spending more time with the grandkids becoming a ldquoscratchrdquo golfer or supporting a favorite charity Summit Wealth Group exists so our clients can devote their time and energy to pursuing life
9360 Station Street Suite 400 Lone Tree CO 80124
Offi ce (303) 688-6499
jmorrissummitwealthgroupcom dcooksummitwealthgroupcom
wwwsummitwealthgroupcom
Securities and Advisory Services offered through Commonwealth Financial Networkreg Member FINRASIPC a Registered Investment Adviser Fixed insurance products and services offered by Summit Wealth Group are separate and unrelated to Commonwealth
Two-
Year
Winn
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2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Special advertiSing Section
James M Graham IV
Passionately Enriching theLives of Our Clients
bull We off er a lifetime fi nancial-focusing program to help our clients make wise decisions with their wealth
bull Relationship capability confi dence
Left to right Je Shafer CPA Aaron Huntoon MBA CRPCreg Lene Graham two-year winner Jay Graham MBA CRPCreg
This recognition provides a unique opportunity to say thank you to our clients We greatly appreciate the confi dence you have placed in us and we are very mindful of the impact our work has on your fi nancial future Listening to your goals and dreams and then creating a customized fi nancial plan to give you a greater opportunity for success is extremely rewarding for us We look forward to continuing to help you build your fi nancial future
mdash With appreciation the McCrea Allen team
8055 East Tufts Avenue Suite 1400Denver CO 80237
Offi ce (303) 714-4761
jaygrahamLFGcomwwwmccreaallencom
James McCrea Graham IV is a registered representative of Lincoln Financial Advisors Corp Securities and investment advisory services offered through Lincoln Financial Advisors Corp a brokerdealer (member SIPC) and registered investment advisor Insurance offered through Lincoln affiliates and other fine companies CRN201308-2083990
McCrea Allen is not an affiliate of Lincoln Financial Advisors Corp
Two-
Year
Winn
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The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately-held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Gary A Peterson CRPCreg Vice President ndash Financial Advisor Elyse Baker Registered Associate Manda Neuman Intern Ron A Zimmermann CFPreg CPWAreg Vice President ndash Financial Advisor
The philosophy of the Falcon Group with Five Star Wealth Manager Gary Peterson is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while providing our clients with an acceptable rate of return Generally we manage portfolios tactically to control risk and generate returns consistent with the customized goals and objectives of our clients
370 17th Street Suite 2800Denver CO 80202
Offi ce (303) 572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstances from an independent tax advisorcopy2013 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 17
Special advertiSing Section
Garret T Jett
Your Wealth Your FutureOur Focal Point
bull Disciplined investment approach based on modern portfolio theory overlaid with technical trend analysis security selection and a tactical allocation for a sophisticated approach to risk management
Left to right Two-year winner Ryan Murphy Kathleen Leopold four-year winner Garret T Jett Financial Advisor Associate Vice President APMASM Gregory Dexter
As a fi nancial advisor my mission is to help you plan for the fi nancial future you envision for yourself and your family My practice works with you to create a plan that simplifi es your overall fi nancial picture Our team uses todayrsquos technology to integrate a sophisticated wealth management program with an emphasis on risk management while striving to set ourselves apart from our competition The goal of this system is to provide you with the confi dence needed to navigate through the ldquonew-normal economyrdquo and prepare for the certainty of uncertainty in life We inform our clients on their investment options for the issues that matter most while adhering to our integrity and ethics
10375 Park Meadows Drive Suite 125Lone Tree CO 80124
Offi ce (303) 222-2612 Ext 2612Toll-free (800) 332-9222 Ext 2612
gjettampfcomameripriseadvisorscomgarrettjett
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Asset allocation does not assure a profit or protect against loss in declining markets
Jerry L Gruber
A Comprehensive Integrated Disciplined Approach
bull A strategy-fi rst approach
bull Dedicated and unbiased service and advice
bull Building lasting client relationships
Left to right Terri Tillotson Offi ce ManagerExecutive Assistant Jody Hinsey Partner 2013 winner Jerry L Gruber Certifi ed Wealth Strategist CLUreg ChFCreg CWS Owner Partner Mary Ann Perez Marketing Coordinator
We are an independent fi nancial planning fi rm and are not tied to any single company or product
The fi rst step in our relationship begins with developing a customized written strategy for each client Once we agree on your strategy we search the universe for the most appropriate fi nancial solutions for you Then we implement review and monitor the strategies to make sure you stay on track toward your personal and fi nancial goals and objectives
68 Inverness Lane East Suite 104Englewood CO 80112
Offi ce (303) 290-6113Toll-free (888) 290-6117
jgrubergreenbookwmcomwwwgreenbookwmcom
Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inccopy Five Star
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2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Johnson Host Investment Group
Expertise You Can Trust
bull Committed to placing our clients fi rst
bull Focused on retirement and income solutions
bull Working in partnership with our community
Left to right Shea Macias Senior Investment Associate four-year winner Charlie Host Associate Vice President ndash Financial Advisor2013 winner Jackie Johnson Vice President ndash Financial Advisor
At Johnson Host Investment Group we are dedicated to earning our clientsrsquo trust by taking the time to get to know them and their families We discuss what is important to them and utilize this information to build individualized wealth management plans that are as unique as they are
Jackie and Charlie both received the Five Star Wealth Manager award in 2013
1200 17th Street Suite 2200Denver CO 80202
Jackie Johnson (303) 595-1102Charlie Host (303) 595-1193Shea Macias (303) 595-1123
wwwjohnsonhostinvestmentgroupcom
Kummer Financial Advisors Team
Helping to Align Your Goals for a Successful Future
bull Creating ethical solutions for more than 26 years
bull Objective personal guidance holistic plannin g
bull Tailored wealth accumulation strategies
Left to right Phil Wilson Julie Fletcher four-year winner Patricia Kummer Greg Richards
A dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy
Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Our full-service team can provide personal attention to your specifi c needs
Our mission is to provide fi nancial services education and advice to professionals and families to better enable them to achieve peace of mind and fi nancial security
8871 Ridgeline Boulevard Suite 100 Highlands Ranch CO 80129
Phone (303) 470-1209
clientservicekummerfi nancialcom wwwKummerFinancialcom
Kummer Financial Strategies Inc is an independent Registered Investment Advisory firm
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 19
Special advertiSing Section
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCO ve-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the fi fth
straight year
4600 South Syracuse Street Suite 1060 Denver CO 80237
Offi ce (303) 757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
WINNER
Life Transition Planners
Innovative Solutions to Navigate Lifersquos Transitions
bull Caring experienced and dedicated
bull Solid principles sound strategies
bull Your goals our mission
Left to right Three-year winner Bob Holland CFPreg 2012 winner Deb Johnson ChFCreg CDFAtrade and ve-year winner Gary Sidder CFPreg
LTP is a fee-based comprehensive fi nancial planning and wealth management practice All of our clients get the benefi ts of a full fi nancial plan before we recommend any course of action beginning with the end in mind As fi duciaries we strive to place the interest of our clients ahead of our own at all times Building lasting relationships and helping our clients to meet their fi nancial and life goals such as wealth accumulation and retirement distribution strategies are the foundations of our practice We are passionate about educating our clients and helping them succeed
Life Transition Planners Inc7631 Shaff er Parkway Suite A bull Littleton CO 80127-3011
Phone (303) 933-6226 bull Toll-free (800) 926-3302
bobhollandlifetransitionplannerscomgarylifetransitionplannerscomdeblifetransitionplannerscomwwwlifetransitionplannerscom
wwwrhollandretirementtimecom
CERTIFIED FINANCIAL PLANNERtrade practitioner as authorized by the Certified Financial Planner Board of StandardsSecurities and Investment Advisory Services offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Life Transition Planners Inc
WINNER
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2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Daniel J Predovich
Solutions for Complexity
bull Tax planning and preparation
bull Accounting and bookkeeping
bull Financial services
Two-year winner Daniel J Predovich CPA CFE CFF CITP
We are privileged to live in Colorado and like our clients take full advantage of what Colorado has to off er This shared interest allows us to profoundly connect with clients We look forward to explaining to you the complexities of tax and fi nance in nontechnical terms We work side-by-side with your fi nancial advisors to manage your fi nancial world Our success is a direct measure of our large-fi rm resources molded around small-fi rm friendliness
1745 Shea Center Drive Suite 360 Highlands Ranch CO 80129
Offi ce (303) 791-3000Fax (303) 791-0665
JBolgrendpredovichcomwwwdpredovichcom
Two-
Year
Winn
er
Meridian Wealth Management
Unbiased and Independent
bull Working together on lifersquos ldquowhat ifsrdquo
bull Independence powered by LPL Financial
bull Trusted guidance exceptional service
Left to right Two-year winner Richard Weintraub three-year winner Richard Mowertwo-year winner Tanya Mathews four-year winner David Hansen
It is a great honor for all four partners in Meridian Wealth Management to again receive the coveted Five Star Wealth Manager award
As an independent fi rm we provide truly unbiased investment advice and highly personalized service Founded by seasoned and accomplished investment advisors our fi rm intentionally serves a limited number of valued clients Serving fewer clients lets us develop intimate relationships and create multigenerational trust
4430 Arapahoe Avenue Suite 210Boulder CO 80303
Boulder (720) 274-1656Denver (303) 357-4741
meridianteamcom
Securities offered through LPL Financial member FINRASIPC Investment advice offered through Meridian Wealth Management a registered investment advisor and separate entity from LPL Financialcopy Five
Star Pro
fessio
nal
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Profes
sional
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 21
Special advertiSing Section
Catherine Stahl Scheuber
You the Client Are the Greatest Asset in Our Business
bull Listening understanding implementing mdash our process
bull Trust confi dentiality quality service mdash focused on you
bull Let us assist you in your fi nancial journey
Left to right 2013 winner Catherine Stahl Scheuber CRPCreg 2009 winner Carshon Rodgers
It is an honor to receive this recognition With more than 30 years of experience in the fi nancial services industry I have navigated through numerous market cycles Together my clients and I have weathered the ups and downs It is managing
reasonable expectations that make us successful Thanks to each of you for your trust It is my passion to assist people in hopes of addressing their fi nancial goals I assist high-net-worth individuals and it is my pleasure
5201 South Yosemite Street Suite 201Greenwood Village CO 80111
Offi ce (303) 963-5705
catherinescheuberlplcom wwwcatherinescheubercom
Securities and Financial Planning offered through LPL Financial a registered Investment Advisor Member FINRASIPC
Sandon Purcell
A Team Approach to Assist
bull More than 60 years of combined experience
bull Multigenerational services
bull D ividend-oriented income strategies
Left to right Loretta Freelong Client Services Manager two-year winner Sandon ldquoSandyrdquo Purcell Branch Manager Daniel ldquoDanrdquo Andrews Financial Advisor
It is our mission to always be committed to our core values of client service integrity and honest advice Having the support of a large fi rm like Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone combined with our independent spirit we believe we are able to off er our clients the very best possible experience
Call us today for a complimentary fi nancial analysis
Purcell Capital Management5299 DTC Boulevard Suite 210Greenwood Village CO 80111
Offi ce (303) 800-3350Toll-free (888) 338-4713
sandonpurcellwfafi netcom wwwpurcellcapitalcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank
affiliate of Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0813-05666]
Two-
Year
Winn
er
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Special advertiSing Section
TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Four-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Registered CSA
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 26 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 23 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120 Boulder CO 80302
Kristy (303) 545-1844Noel (303) 545-1845
kristytochiharamorganstanleycom wwwmorganstanleyfacomtochiharaculberso n
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Tom Stefaniak
Investing for Your Best Interest
bull Face-to-face meetings
bull Personalized fi nancial planning
bull Surge and protect investment strategy
2009 2010 2011 2012 and 2013 winner Tom Stefaniak
ldquoOn behalf of all of us at Pinnacle Wealth Management I would like to thank our clients for the trust they have placed in us We truly appreciate itrdquo mdash Tom Stefaniak
Tom Stefaniak is dedicated to developing long-term relationships to provide outstanding client service and accessibility to assist clients with a wide range of fi nancial needs
Tom Stefaniak has been a CERTIFIED FINANCIAL PLANNERtrade practitioner since 1990 and has more than 25 years of experience in the fi nancial services industry
2696 South Colorado Boulevard Suite 430 Denver CO 80222
Offi ce (303) 806-0988
tompinnaclewmcom wwwpinnaclewmcom
Securities offered through LPL Financial ndash Member FINRASIPC ndash Investment Advice offered through Pinnacle Wealth Management a Registered Investment Advisor and a separate entity from LPL Financial
WINNER
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Profes
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Profes
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Profes
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sional
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sional
2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 23
Special advertiSing Section
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce (303) 689-7424Toll-free (800) 991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 years I have been helping clients develop fi nancial planning strategies that address multigenerational planning as well as day-to-day needs My talented team and I strive to enhance our clientsrsquo abilities to make fi nancial and investment decisions
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Private Weath AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
WINNER
John Cox
370 17th St Ste 5100Denver CO 80202
Offi ce (303) 595-2125Toll-free (800) 767-9983johncoxmorganstanleycom
bull Discretionary active account managerbull Average relationship duration 19 yearsbull 30 years as an investment professional
Relationships for the Long Run
In this new era of economic uncertainty the traditional approach to long-term investing needs to be questioned With more than 30 years as an investment professional and asset manager John utilizes active management risk strategies and discipline to build and protect client assets This approach has resulted in relationships that last through generations Is active account management for you
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Portfolio Manager Financial Advisor
Transitions Wealth Management TeamWealth Management Through a
Comprehensive Five-Step Process
bull Simple and elegant wealth management
bull Disciplined approach to our process
bull Collaborative needs-based solutions
Left to right Five-year winner Bruce Bendell CPA PFS three-year winner Josh Lozow two-year winner Michael Simmons CFPreg four-year winner Richard Negreann CPA PFS
Transitions Wealth Management LLC assists those experiencing life transitions (widows divorce retirement inheritance and liquidity events) to make intelligent decisions with their fi nances through a comprehensive fi ve-step process We do this by acting as your personal wealth manager We use a consultative process to identify your current fi nancial situation and challenges and then design solutions intended to help you achieve your most important goals
8101 East Prentice Avenue Suite 800Greenwood Village CO 80111
Phone (303) 221-4867 Toll-free (800) 230-2941
infotransitionswmcom wwwtransitionswmcom
Registered Investment Advisor Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability Transitions Wealth Management LLC and the Five Star program are not affiliated
WINNER
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Profes
sional
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Profes
sional
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340 Ext 2Direct (720) 209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
Personalized Financial Planning
Blending integrity hard work and a willingness to listen to each client like he or she is the only investor in the world Melissa Dyer is dedicated to assisting her clients in reaching their fi nancial goals She uses a hands-on approach when working with clients meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives Five Star Wealth Manager 2012 and 2013
Securities o ered through Raymond James Financial Services Inc Member FINRASIPC The Five Star award is bestowed by an independent third party organization not a liated with Raymond James
CERTIFIED FINANCIAL PLANNERtrade MBA
Two-
Year
Winn
er
Samantha Ediger
15 S Main StBrighton CO 80601
Offi ce (303) 659-5532samanthaledigerwellsfargocomwwwwfadvisorscomsamanthalediger
bull Honest well-thought-out advice bull Custom-tailored investment planning bull Client-focused relationship management
Client-Focused Wealth Management
During my 23 years in fi nancial services I have helped families grow wealth improve retirement lifestyles and preserve income I save you time simplify complex issues and help manage transitions
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC is a registered broker-dealer and a separate non-bank
affiliate of Wells Fargo amp Company Member SIPC [CAR 0813-04471]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor Assistant Vice President ndash Investments
Joseph Kozmata
Raymond James Financial Services 10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340
Josephkozmataraymondjamescom
RaymondJamescomJosephKozmata
bull Comprehensive wealth managementbull Investments tailored to clientsrsquo objectivesbull Personalized service
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade and Chartered Financial Analystreg credentials Joe focuses his eff orts on managing and preserving his clientsrsquo wealth for their fi nancial future He works with his clientsrsquo CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 and 2013
Securities offered through Raymond James Financial Services Inc Member FINRASIPC This Five Star Wealth Manager award is bestowed by an independent third party
organization not affiliated with Raymond James
CFPreg CFAreg
Two-
Year
Winn
er
Gary Mangelsdorf
LPL Financial 14143 Denver W Pkwy Ste 510 Golden CO 80401
Offi ce (303) 393-2378
garymangelsdorflplcom wwwColoradoFinancialPartnerscom
bull Comprehensive fi nancial planning bull Unparalleled client service bull Solid unbiased advice
Your Needs Come First
In todays complex fi nancial environment timely insights and prudent guidance are essential for eff ectively managing personal assets and achieving fi nancial success Over the past 25 years Gary has developed a proprietary asset-allocation model designed to match a clients short- and long-term goals with their tolerance to risk His dedication and experience can help you pursue greater fi nancial well-being Contact Gary today for a free no-obligation consultation
Securities and Financial Planning offered through LPL Finanical a Registered Investment Advisor Member FINRASIPC
Financial Advisor
WINNER
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Profes
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 25
Special advertiSing Section
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80206Phone (303) 331-6434elizabethoingfpcomwwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
Integrity bull Excellence bull Commitment
Elizabeth has an impressive reputation for objective intelligent highly-personalized service Her integrity and experience enable her to deliver eff ective plans that refl ect her clientsrsquo values personal objectives and long-term goals Her breadth of knowledge makes her a trusted fi nancial advisor able to inform motivate and advise clients so they are best positioned for success and peace of mind
Securities and investment advisory services o ered through ING Financial Partners Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by ING Financial Partners
Financial Advisor MBA University of Colorado
Mark Sindrich
1490 South Pearl St Denver CO 80210 Offi ce (303) 744-8899 Toll-free (800) 825-8259 infosindrichcom wwwsindrichcom
bull Clarity confi dence consensus accountability bull Answers to the ldquowhat ifsrdquo that keep you up at night bull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions to each of our clientrsquos unique fi nancial needs that are clear and simple We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Sindrich amp Associates or
Five Star Professional NFP Securities Inc does not provide legal or tax advice
CERTIFIED FINANCIAL PLANNERtrade
Carrie Steinert
1600 Broadway Denver CO 80202 Direct (303) 864-7264 Cell (303) 507-4644 csteinertcsbtcom wwwcsbtcom
bull Relationships built on trust integrity and objective advice bull Customized wealth management solutions bull Easy-to-understand fi nancial strategies
Long Live Personal Relationships
Carrie off ers an array of comprehensive wealth management services designed to meet the needs of high-net-worth individuals families and business owners Every client enjoys a one-on-one relationship to address individual fi nancial priorities For more than 20 years Carrie has delivered an experienced disciplined approach to providing customized solutions for clients Call Carrie Steinert to discuss your fi nancial future
copy2013 Colorado State Bank and Trust a division of BOKF NA Member FDIC Equal Opportunity Lender
Vice President Client Advisor CTFA Series 7 66 ndash IAR Ins
S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce (303) 200-1441Cell (719) 210-6817toddwarburtonraymondjamescom
FrontRangeFinancialConsultingcom
bull Retirement planning bull Custom portfolio management bull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President ndash InvestmentsBranch Manager
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Profes
sional
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Profes
sional
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sional
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2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Special advertiSing Section
8742 Lucent Blvd Ste 600 Highlands Ranch CO 80129 Office (303) 305-5446 randyandersonaxa-advisorscom wwwrjandersonfinancialcom
Randy J Anderson
I provide financial services to help people clarify and define their financial goals recommend strategies that fit their needs and monitor their financial progress
Randy Anderson o ers securities through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity and
insurance products o ered through AXA Network LLC RJ Anderson Financial LLC is not owned or operated by AXA
Advisors or AXA Network AGE-80340(0912)(exp0914)
Financial Professional CFPreg
WINNER
5105 DTC Pkwy Ste 316Greenwood Village CO 80111Office (303) 220-5525 Toll-free (800) 898-5450willisintegrafinancialwswwwintegrafinancialws
Willis Ashby
With more than 30 years of experience Willis offers trusted personalized and value-based financial planning services to help you achieve your goals and minimize risk throughout the changing stages of your life As an independent advisory firm there are no conflicts of interest with banks or a brokerdealer We work only for you
President and CFPreg
4643 S Ulster St Ste 1350Denver CO 80237Office (303) 200-1440Cell (303) 829-4790PaulaBoykaraymondjamescomFrontRangeFinancialConsultingcom
Paula Boyka
Understanding your visionWe believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of appropriate asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President Investments
14143 Denver W Pkwy Ste 510 Golden CO 80401 Direct (303) 942-1717 Office (720) 445-7294 christopherbruhllplcom wwwmyfinancialdynamicscom
Christopher P Bruhl
Our goal at Financial Dynamics LLC is to coordinate both investment and risk management strategies crafting effective multidisciplinary financial plans for business owners self-employed professionals and their key people
Securities amp Financial Planning o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Wealth Advisor ChFCreg CLUreg CFPreg
50 S Steele St Ste 850Denver CO 80209Office (303) 377-7327Phone (800) 313-7239barrybrunerwedbushcom
Barry Bruner
Barry helps his clients achieve their financial g o a l s b y d e s i g n i n g i nv e s t m e n t a n d retirement strategies specific to their needs and objectives He focuses on building long-term relationships with his clients while consistently using a prudent approach to investing
wwwwedbushcom | Member NYSEFINRASIPC
Senior Vice President Investments
Two-
Year
Winn
er
2229 S Joliet WayAurora CO 80014Direct (303) 306-6639katiecollinslplcomwwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 29 years of experience Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
650 S Cherry St Ste 710Denver CO 80246Phone (303) 355-8500frankcoloradoelderlawcom
Frank J Danzo III
Frank has committed his law practice to planning and implementing specialized estate plans for individuals and families Frank is a member of the trust and estate and elder law sections of the Colorado Bar Association and the Denver Estate Planning Council
EstateBusiness Planning Elder Law
370 17th St Ste 2800Denver CO 80202Phone (303) 572-4825phildispensemorganstanleycom
Phil Dispense
Phil has 17 years of experience in retirement planning custom portfolio management and company retirement plansFive Star award winner 2009 ndash 2013
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor CFPreg Chartered Retirement Plans Specialist
WINNER
Daniel C Doherty PC 357 Main StLongmont CO 80501Phone (303) 532-2880Fax (303) 532-2990danieldohertylawcom
Daniel C Doherty
Dan specializes in estate gift and income tax law the law of wills trusts and estates estate planning probate and trust settlement guardianship and conservatorship business formation planning and succession and charitable gifting and asset preservation strategies
JD LLM
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 27
Special advertiSing Section
7979 E Tufts Ave Ste 715Denver CO 80237Office (303) 689-7465patrickjanssenampfcom ameripriseadvisorscompatrickjanssen
Patrick H Janssen
As a Financial Advisor with a Certified Divorce Financial Analyst designation my goal is to help my clients succeed through the complex financial change and recovery that divorce can create
Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise
Financial Services Inc Member FINRA and SIPC
MBA CDFAtrade
3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom
Laurence J Kandel
On behalf of the entire firm I would like to thank our wonderful clients for their continued loyalty and partnership I look forward to our ongoing relationships and find them extremely rewarding
At Obermeyer Asset Management Company we are deeply committed to delivering a highly individualized approach and
sound thoughtful investment advice designed to preserve and grow our clientsrsquo net worth
Vice President Investments and Client Advisory
Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom
Damon L Kaplan
Thank you for this prestigious honor Dedication to clients is the foundation for building long-term relationships and strong partnershipsOur areas of focus include personal business and bankruptcy taxation estatebusiness planning
CPA
7400 E Orchard Rd Ste 120 Greenwood Village CO 80111 Phone (303) 683-9555 wnoycejrwalnutstreetcom
Bill Noyce
As an investment advisor representative with Walnut Street Securities Bill has built his practice around helping clients define achieve and grow their individual financial aspirations
Securities and investment advisory services o ered through registered representatives and investment advisor representatives
of Walnut Street Securities Inc Member FINRASIPC
Investment Advisor Representative
Hall amp Evans LLC1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom
Joyce H Nakamura
With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives Her areas of focus include estate planning trust and estate administration litigation and charitable and business succession planning
WINNER
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office (720) 836-4534
David W Moritz
I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg
1999 Broadway Ste 4000Denver CO 80202Office (303) 298-9600mfineheincpacomwwwHeinCPAcom
Mira Fineacute
Mira provides tax planning and compliance services to family business trusts and estates She assists clients with significant transactions retirement planning succession planning executive compensation planning estate planning exit planning and entity structuring and planning
National Director of Tax Operations
2000 S Colorado BlvdSte 2-630Denver CO 80222Phone (303) 779-2524sgordoncornerstoneassetscomwwwcornerstoneassetscom
Stephen Gordon
Long-term client relationships based on customized planning wealth management s t r a t e g i e s a n d p r o a c t i v e o n g o i n g maintenance Stephen has more than 17 years of experience providing financial services with an independent firm Investment Advisory Services o ered through CUE Financial Group Inc
an SEC-Registered Investment Advisor Branch o ce of and securities o ered through Foothill Securities Inc member FINRASIPC
President Registered Principal
WINNER
LPL Financial5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski
Tom Obarski
Thank you for this award for five years in a rowOur focus working toward the protection of retirement assets and investment education
Securities o ered through LPL Financial Member FINRASIPC
LPL Branch Manager
WINNER
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Profes
sional
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Profes
sional
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sional
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2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
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Winn
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14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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2013 Five Star Wealth
Man
agers
FS 8 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg Certified finanCial Plannertrade and the federally registered CFP (with flame logo) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements The Chartered Financial Consultant credential [ChFCreg] is a financial planning designation awarded by The American College
Award winners listed by primary services and listed alphabetically by last name
Gary Smy Morgan Stanley
Darin Snow Gill Capital Partners
Hartsell Soard Wells Fargo Advisors LLC
Tim Soderquist Morgan Stanley
Ann Sparks Wells Fargo Advisors LLC
Sharon Starkey Wells Fargo Advisors LLC
Carrie Steinert Colorado State Bank and Trust Page 25
Beth Stenz Edward Jones
Brenda Stokes-Dixon RBC Wealth Management
Julie R Stone Morgan Stanley
Bill Stordahl Stordahl Capital ManagementWells Fargo Advisors Financial Network LLC
Jeffrey Stotler Edward Jones
Paul Stratton Edward Jones
Adam Strickman Ethos Financial PartnersAmeriprise Financial Services Inc
Ted Swenson LPL Financial Page 28
Jeffrey Swingle Edward Jones
Mahone Tarrall New West Avisors
Scott Taylor Value Financial Advisers
Dustin Tidwell Latitude Financial Group
Kristy Tochihara Morgan Stanley Page 22
Richard Todd Innovest Portfolio Solutions
Andrew Torgerson Wells Fargo Advisors LLC
Vernon Trexler Wells Fargo Advisors LLC
Matthew Trontel Schwab Private Client Investment Advisory
Brian Trujillo Raymond James
David Twibell Custom Portfolio Group
Victor Walker Wells Fargo Advisors LLC
Jeff Warren Wells Fargo Advisors LLC
Richard Watson The Milestone Group
Ben Weaver BSW Wealth Partners
Robert Webster Webster Investment Advisors
Marcel Wehr Marc Wehr CPA
Richard Weintraub Meridian Wealth Management Page 20
Chad Williams CIMCO Private Wealth
Jason Williams Schwab Private Client Investment Advisory
Thomas Williams Wells Fargo Advisors LLC Page 28
Daniel Winckler Morgan Stanley
John Winslow Gill Capital Partners
Bill Woodward Wells Fargo Advisors LLC
Dana Wozniak Edward Jones
Yi-Chen Yang Independent Financial Group
Taylor Yionoulis Nolen Western
Troy York Edward Jones
Scott Young Robert W Baird amp Company
Ali Yousaf Ameriprise Financial Services Inc
Michael Zahler Wells Fargo Advisors LLC
Curt Zeigler Capital Management Group
Jon Zeschin Essential Investment Partners
TaxationKirk Avery Kirk B Avery CPA
Marc Bradac Hanson amp Company CPAs
Timothy Bradley Bradley Consulting Group
William Brashier Brashier amp Foss CPA
Bill Brooks Bill Brooks CPA
Charles Bryson II Bryson Engelstad amp Company
Marilyn R Burnside Marilyn R Burnside
Bruce Cantor Cantor2 CPAs
Mel Cantor Cantor2 CPAs
Patrick Comiskey Comiskey amp Company
Brent Corrigan Brinkerhoff Revenig amp Corrigan
Matthew Dumford Matthew E Dumford
Mona Feeley WhippleWood CPAs
Mira Fine Hein amp Associates Page 27
Brenda French Brenda A French CPA
Dan Giordano DCG CPAs
Cindy Gomerdinger Gomerdinger amp Associates
Scott Greiner Moye White
Dean Haave Dean Haave CPA
Kenneth Jackson Jackson amp Doerksen
Gary Jacobs Gary A Jacobs amp Associates
Damon Kaplan Kaplan amp Associates Page 27
Lee Knoll Knoll amp Company
Debra Konczak Tobin Ruparel Konczak amp Mundell
Steven Kreisman The Kreisman Group CPAs
James Leake James Leake CPA
Frank Mihoda Mihoda amp Company
Mark Moore Hanson amp Company CPAs
Robert Nadorff Marrs Sevier amp Company
Patricia OrsquoConnor OrsquoConnor amp Company CPAs
Dan Predovich Predovich amp Company Page 20
William Rooney GHP Horwath
Mary Ruparel Tobin Ruparel Konczak amp Mundell
Chris Russo Innovative Accounting Solutions
Kenneth Saliman Smith Brooks Bolshoun amp Company
Mark Sanders Mark L Sanders CPA
Michael Schaefer Michael V Schaefer CPA
Leslie Schaus Schaus amp Associates
Bryan Schmitt Schmitt amp Associates
Susanne Schor Schor amp Ginsburg CPAs
Daniel Seff The Seff Group
James Seff The Seff Group
Ryan Senger Borchardt Senger amp Associates
Daniel Swires Daniel L Swires
Dave Taylor Anton Collins Mitchell
Jefferey Watkins EKSampH
Richard Whipple Jr WhippleWood CPAs
Gregory Zick Zick Business Advisors
Trust ServicesDaniel Rich Steele Street Bank amp Trust
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 9
Special advertiSing Section
Vasil W AllabashiComprehensive Financial Services and Wealth Management
Areas of Focus Comprehensive Financial Services Wealth Management Business Planning and Support Insurance Planning Retirement Planning
Left to right Seated Three-year winner Vasil W Allabashi CLU Lyle Domenitz LUTCFStanding 2011 winner Rico Nelson Rex Thatcher AAMS Robert Fillmore Jeremy Clark
bull Innovative wealth creation accumulation and spending strategiesbull Teams of specialists to coordinate your wealth with business estate and tax objectives
Wealth Strategies Group (formerly VW Allabashi amp Associates LLC) is a complete fi nancial services fi rm incorporating the unique insights developed by Vasil Allabashi during his 53 years in the insurance and fi nancial services industry A premier member of the Denver fi nancial services community since 1987 Wealth Strategies Group specializes in the development and enhancement of client planning by ensuring proper
coordination between all fi nancial assets With a senior management team of 15 WSG assists individuals families and business owners in navigating through all aspects of their fi nancial world employing a distinctive set of strategies and tools to create a clear and exciting map for building and protecting wealth
Wealth Strategies Group6455 South Yosemite Street Suite 300 bull Greenwood Village CO 80111
Phone (303) 770-9020 bull Fax (303) 488-9070wwwwealthsgcom bull wwwwealthsgcom
Securities productsservices and advisory services are offered through Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS)6455 S Yosemite Street Suite 300 Greenwood Village CO 80111 (303) 770-9020 Wealth Strategies Group is not an affiliate or subsidiary of PAS PAS is a member of FINRA SIPC
Neither PAS nor its subsidiaries agents or employees provide tax or legal advice you should consult your tax or legal advisor regarding your individual situation
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2013 Five Star Wealth
Man
agers
FS 10 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Bruce G Allen
Making Your Wealth Work for You
Two-year winner Bruce Allen President AIFAreg CIMAreg CPWAreg General Securities Principal
bull Independent consulting and unbiased advice
bull Comprehensive and ongoing investment management
bull Individualized strategies to achieve your fi nancial goals
We help clients clarify their goals and financial objectives to achieve financial independence
Bruce G Allen Investments LLC was created to serve as our clientsrsquo sole fi nancial advisor mdash as their personal CFO We help them unify the various pieces of their fi nancial puzzle creating an organized fi nancial plan to help our clients realize the
goals and aspirations of their lives We provide consistent and clear communication to monitor their progress and adjust to lifersquos changes
370 17th Street Suite 3580 bull Denver CO 80202Office (303) 592-5535 bull Fax (303) 592-5534
ballennationsfgcom bull wwwbrucegalleninvestmentscom
Investment and advisory products and services are offered through Nations Financial Group Inc Member FINRA SIPC a Registered Investment AdvisorBruce G Allen Investments LLC is a separate entity from Nations Financial Group Inc Availability of services is subject to applicable licensing requirements
Bruce G Allen Investments LLC
Two-
Year
Winn
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 11
Special advertiSing Section
Destiny CapitalManaging Family Wealth for Generations mdash Since 1977
Counselors to Clients for More Than Just Finances
Left to right Jarrod Musick three-year winner Steve Musick Mabel Pirner Judd Kramer Pat Kramer Ken Crabb
bull Taking a holistic view your personal strategic plan is createdbull We help you achieve freedom by delegating execution of your strategy to usbull As an independent we are able to implement your strategy entirely in-house
Finances are complex and often chaotic At Destiny Capital we look beyond money to help you achieve fi nancial vitality We get to know the complete you mdash your history your present and your future Then through a combination of planning and asset management we bring order to your fi nances so you
can achieve a better quality of life You can always count on us to be here when you need us for valued counsel honest opinions or economic insight After all we believe therersquos more to a fi nancial advisor than strong performance and we will deliver more
13922 Denver West Parkway Suite 150 bull Golden CO 80401Office (303) 277-9977
infodccmailnet bull wwwdestinycapitalcorporationcom
Securities Offered through Destiny Capital Securities Corporation member FINRASIPC
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2013 Five Star Wealth
Man
agers
FS 12 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Pat A EricksonPlan Wisely bull Invest With Confi dence bull Enjoy Life
Securing Your Financial Future and Providing Peace of Mind
Left to right Seated Misty Oxford Brooke WalterStanding Katie Stone three-year winner Pat Erickson
bull More than 30 years of industry experiencebull Providing insight discipline and objectivitybull Protecting and preserving your family wealth
At Cascade we recognize that money means diff erent things to diff erent people No two investors are alike and no cookie-cutter approach will achieve the goals that are important to you Pat works with an expert team to design your unique road map to fi nancial security
950 17th Street Suite 950 bull Denver CO 80202 | 4710 Table Mesa Drive bull Boulder CO 80305Office (303) 292-1121 bull Toll-free (800) 353-0050
pericksoncascade-inccom bull wwwcascade-inccom
Securities offered through Cascade Financial Management Inc Member MSRBFINRASECAdvisory services offered through Cascade Financial Management Inc
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 13
Special advertiSing Section
G5 Financial GroupThe Power of Experience
Left to right Three-year winner Scott Forsyth CFPreg Managing Principal G5 Financial Group 2013 winner Lawrence Finch CPA Managing Principal G5 Financial Group
bull Comprehensive wealth management pre- and post-retirement income planningbull Financial planning proactive tactical asset management insurance planningbull Wealth accumulation preservation and transfer strategies
The G5 Financial Grouprsquos premise is simple yet rare combine many minds years of experience wisdom talent and skill in order to be more eff ective at solving your unique issues and better meet your needs With more than 20 investment and insurance professionals up and down the front range from
Colorado Springs to Fort Collins the G5 Financial Group off ers the full array of services found in the large national brokerage fi rms while still maintaining the personalized private attention expected from an independent advisor
5613 DTC Parkway Suite 1200 bull Greenwood Village CO 80111Office (303) 721-0691 bull Toll-free (888) 705-7604
scottforsythg5financialgroupcom bull larryfinchg5financialgroupcom bull wwwg5financialgroupcom
Securities and Advisory Services offered through Geneos Wealth Management Inc Member FINRASIPCAdvisory Services offered through G5 Financial Group RIA LLC and Financial Design and Management SEC-Registered Investment Advisors
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2013 Five Star Wealth
Man
agers
FS 14 mdash wwwfivestarprofessionalcom
Special advertiSing Section
The Hauer Group at Morgan StanleyAchieving Your Goals Is Our Objective
Comprehensive Wealth Management
Left to right Three-year winner Todd M Hauer CIMAreg Senior Vice President Wealth Advisor Tonya Krueger Senior Registered Associate Martin Agebrand CFPreg Financial Advisor
bull Helping you build your plan for tomorrow todaybull Investment advisory diversifi cation and hedging strategies tailored lendingbull Philanthropy and wealth transfer consulting
Your investments are not just about your money They are also about your hard work your dreams your aspirations your family and your future We are committed to understanding you your needs and objectives Together we will help you create a fi nancial strategy that addresses short- and long-term goals Then at every turn we will be here for you advising and adjusting strategies along the way
Todd is pleased to be selected for the Five Star Wealth Manager award a third consecutive year We are grateful to all our valued clients who made it possible
5251 DTC Parkway Suite 1500 bull Greenwood Village CO 80111Office (720) 488-2406 bull Toll-free (800) 347-5099
toddhauermorganstanleycom bull wwwmorganstanleyfacomtoddhauer
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 15
Special advertiSing Section
Kean O Boucher
A Comprehensive Independentand Unbiased Approach
bull Comprehensive wealth management
bull Personalized estate planning
bull Customized retirement strategies
Two-year winner Kean O Boucher Private Wealth ManagerLPL Branch Manager
Mitigating and managing risk is fundamental to any wealth management plan With you we will create strategies that position your assets to take advantage of opportunity and to help protect those assets should the investing environment deteriorate Boucher Wealth Management Group is a comprehensive fi nancial services fi rm committed to helping you improve your long-term fi nancial success through a rational and well-reasoned approach to wealth management and estate planning
4600 South Syracuse Street 9th Floor bull Denver CO 80237230 Center Drive bull Glenwood Springs CO 81601
Toll-free (800) 318-8840
keanboucherlplcomboucherwmgcom
Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor Member FINRASIPC Advertisement sponsored in part by Lincoln Financial Distributors
Two-
Year
Winn
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Daniel Cook and Jesse Morris
Helping Our Clients Navigate the Path to a Better More Secure Future
bull Providing customized fi nancial solutions
bull Passionately pursue excellence
bull Providing an exceptional client experience
Left to right 2013 winner Jesse Morris AIFreg CFSreg and two-year winner Daniel Cook AIFreg CFPreg
We are both honored to have received this award At Summit Wealth Group we believe fi nancial planning is not an end unto itself Rather by providing our clients with customized fi nancial solutions we help them pursue the real goal of achieving their hopes and dreams Whether it is spending more time with the grandkids becoming a ldquoscratchrdquo golfer or supporting a favorite charity Summit Wealth Group exists so our clients can devote their time and energy to pursuing life
9360 Station Street Suite 400 Lone Tree CO 80124
Offi ce (303) 688-6499
jmorrissummitwealthgroupcom dcooksummitwealthgroupcom
wwwsummitwealthgroupcom
Securities and Advisory Services offered through Commonwealth Financial Networkreg Member FINRASIPC a Registered Investment Adviser Fixed insurance products and services offered by Summit Wealth Group are separate and unrelated to Commonwealth
Two-
Year
Winn
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2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Special advertiSing Section
James M Graham IV
Passionately Enriching theLives of Our Clients
bull We off er a lifetime fi nancial-focusing program to help our clients make wise decisions with their wealth
bull Relationship capability confi dence
Left to right Je Shafer CPA Aaron Huntoon MBA CRPCreg Lene Graham two-year winner Jay Graham MBA CRPCreg
This recognition provides a unique opportunity to say thank you to our clients We greatly appreciate the confi dence you have placed in us and we are very mindful of the impact our work has on your fi nancial future Listening to your goals and dreams and then creating a customized fi nancial plan to give you a greater opportunity for success is extremely rewarding for us We look forward to continuing to help you build your fi nancial future
mdash With appreciation the McCrea Allen team
8055 East Tufts Avenue Suite 1400Denver CO 80237
Offi ce (303) 714-4761
jaygrahamLFGcomwwwmccreaallencom
James McCrea Graham IV is a registered representative of Lincoln Financial Advisors Corp Securities and investment advisory services offered through Lincoln Financial Advisors Corp a brokerdealer (member SIPC) and registered investment advisor Insurance offered through Lincoln affiliates and other fine companies CRN201308-2083990
McCrea Allen is not an affiliate of Lincoln Financial Advisors Corp
Two-
Year
Winn
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The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately-held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Gary A Peterson CRPCreg Vice President ndash Financial Advisor Elyse Baker Registered Associate Manda Neuman Intern Ron A Zimmermann CFPreg CPWAreg Vice President ndash Financial Advisor
The philosophy of the Falcon Group with Five Star Wealth Manager Gary Peterson is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while providing our clients with an acceptable rate of return Generally we manage portfolios tactically to control risk and generate returns consistent with the customized goals and objectives of our clients
370 17th Street Suite 2800Denver CO 80202
Offi ce (303) 572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstances from an independent tax advisorcopy2013 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
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2013 Five Star Wealth
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agers
wwwfivestarprofessionalcom mdash FS 17
Special advertiSing Section
Garret T Jett
Your Wealth Your FutureOur Focal Point
bull Disciplined investment approach based on modern portfolio theory overlaid with technical trend analysis security selection and a tactical allocation for a sophisticated approach to risk management
Left to right Two-year winner Ryan Murphy Kathleen Leopold four-year winner Garret T Jett Financial Advisor Associate Vice President APMASM Gregory Dexter
As a fi nancial advisor my mission is to help you plan for the fi nancial future you envision for yourself and your family My practice works with you to create a plan that simplifi es your overall fi nancial picture Our team uses todayrsquos technology to integrate a sophisticated wealth management program with an emphasis on risk management while striving to set ourselves apart from our competition The goal of this system is to provide you with the confi dence needed to navigate through the ldquonew-normal economyrdquo and prepare for the certainty of uncertainty in life We inform our clients on their investment options for the issues that matter most while adhering to our integrity and ethics
10375 Park Meadows Drive Suite 125Lone Tree CO 80124
Offi ce (303) 222-2612 Ext 2612Toll-free (800) 332-9222 Ext 2612
gjettampfcomameripriseadvisorscomgarrettjett
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Asset allocation does not assure a profit or protect against loss in declining markets
Jerry L Gruber
A Comprehensive Integrated Disciplined Approach
bull A strategy-fi rst approach
bull Dedicated and unbiased service and advice
bull Building lasting client relationships
Left to right Terri Tillotson Offi ce ManagerExecutive Assistant Jody Hinsey Partner 2013 winner Jerry L Gruber Certifi ed Wealth Strategist CLUreg ChFCreg CWS Owner Partner Mary Ann Perez Marketing Coordinator
We are an independent fi nancial planning fi rm and are not tied to any single company or product
The fi rst step in our relationship begins with developing a customized written strategy for each client Once we agree on your strategy we search the universe for the most appropriate fi nancial solutions for you Then we implement review and monitor the strategies to make sure you stay on track toward your personal and fi nancial goals and objectives
68 Inverness Lane East Suite 104Englewood CO 80112
Offi ce (303) 290-6113Toll-free (888) 290-6117
jgrubergreenbookwmcomwwwgreenbookwmcom
Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inccopy Five Star
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2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Johnson Host Investment Group
Expertise You Can Trust
bull Committed to placing our clients fi rst
bull Focused on retirement and income solutions
bull Working in partnership with our community
Left to right Shea Macias Senior Investment Associate four-year winner Charlie Host Associate Vice President ndash Financial Advisor2013 winner Jackie Johnson Vice President ndash Financial Advisor
At Johnson Host Investment Group we are dedicated to earning our clientsrsquo trust by taking the time to get to know them and their families We discuss what is important to them and utilize this information to build individualized wealth management plans that are as unique as they are
Jackie and Charlie both received the Five Star Wealth Manager award in 2013
1200 17th Street Suite 2200Denver CO 80202
Jackie Johnson (303) 595-1102Charlie Host (303) 595-1193Shea Macias (303) 595-1123
wwwjohnsonhostinvestmentgroupcom
Kummer Financial Advisors Team
Helping to Align Your Goals for a Successful Future
bull Creating ethical solutions for more than 26 years
bull Objective personal guidance holistic plannin g
bull Tailored wealth accumulation strategies
Left to right Phil Wilson Julie Fletcher four-year winner Patricia Kummer Greg Richards
A dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy
Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Our full-service team can provide personal attention to your specifi c needs
Our mission is to provide fi nancial services education and advice to professionals and families to better enable them to achieve peace of mind and fi nancial security
8871 Ridgeline Boulevard Suite 100 Highlands Ranch CO 80129
Phone (303) 470-1209
clientservicekummerfi nancialcom wwwKummerFinancialcom
Kummer Financial Strategies Inc is an independent Registered Investment Advisory firm
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 19
Special advertiSing Section
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCO ve-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the fi fth
straight year
4600 South Syracuse Street Suite 1060 Denver CO 80237
Offi ce (303) 757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
WINNER
Life Transition Planners
Innovative Solutions to Navigate Lifersquos Transitions
bull Caring experienced and dedicated
bull Solid principles sound strategies
bull Your goals our mission
Left to right Three-year winner Bob Holland CFPreg 2012 winner Deb Johnson ChFCreg CDFAtrade and ve-year winner Gary Sidder CFPreg
LTP is a fee-based comprehensive fi nancial planning and wealth management practice All of our clients get the benefi ts of a full fi nancial plan before we recommend any course of action beginning with the end in mind As fi duciaries we strive to place the interest of our clients ahead of our own at all times Building lasting relationships and helping our clients to meet their fi nancial and life goals such as wealth accumulation and retirement distribution strategies are the foundations of our practice We are passionate about educating our clients and helping them succeed
Life Transition Planners Inc7631 Shaff er Parkway Suite A bull Littleton CO 80127-3011
Phone (303) 933-6226 bull Toll-free (800) 926-3302
bobhollandlifetransitionplannerscomgarylifetransitionplannerscomdeblifetransitionplannerscomwwwlifetransitionplannerscom
wwwrhollandretirementtimecom
CERTIFIED FINANCIAL PLANNERtrade practitioner as authorized by the Certified Financial Planner Board of StandardsSecurities and Investment Advisory Services offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Life Transition Planners Inc
WINNER
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2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Daniel J Predovich
Solutions for Complexity
bull Tax planning and preparation
bull Accounting and bookkeeping
bull Financial services
Two-year winner Daniel J Predovich CPA CFE CFF CITP
We are privileged to live in Colorado and like our clients take full advantage of what Colorado has to off er This shared interest allows us to profoundly connect with clients We look forward to explaining to you the complexities of tax and fi nance in nontechnical terms We work side-by-side with your fi nancial advisors to manage your fi nancial world Our success is a direct measure of our large-fi rm resources molded around small-fi rm friendliness
1745 Shea Center Drive Suite 360 Highlands Ranch CO 80129
Offi ce (303) 791-3000Fax (303) 791-0665
JBolgrendpredovichcomwwwdpredovichcom
Two-
Year
Winn
er
Meridian Wealth Management
Unbiased and Independent
bull Working together on lifersquos ldquowhat ifsrdquo
bull Independence powered by LPL Financial
bull Trusted guidance exceptional service
Left to right Two-year winner Richard Weintraub three-year winner Richard Mowertwo-year winner Tanya Mathews four-year winner David Hansen
It is a great honor for all four partners in Meridian Wealth Management to again receive the coveted Five Star Wealth Manager award
As an independent fi rm we provide truly unbiased investment advice and highly personalized service Founded by seasoned and accomplished investment advisors our fi rm intentionally serves a limited number of valued clients Serving fewer clients lets us develop intimate relationships and create multigenerational trust
4430 Arapahoe Avenue Suite 210Boulder CO 80303
Boulder (720) 274-1656Denver (303) 357-4741
meridianteamcom
Securities offered through LPL Financial member FINRASIPC Investment advice offered through Meridian Wealth Management a registered investment advisor and separate entity from LPL Financialcopy Five
Star Pro
fessio
nal
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Profes
sional
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Profes
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Profes
sional
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 21
Special advertiSing Section
Catherine Stahl Scheuber
You the Client Are the Greatest Asset in Our Business
bull Listening understanding implementing mdash our process
bull Trust confi dentiality quality service mdash focused on you
bull Let us assist you in your fi nancial journey
Left to right 2013 winner Catherine Stahl Scheuber CRPCreg 2009 winner Carshon Rodgers
It is an honor to receive this recognition With more than 30 years of experience in the fi nancial services industry I have navigated through numerous market cycles Together my clients and I have weathered the ups and downs It is managing
reasonable expectations that make us successful Thanks to each of you for your trust It is my passion to assist people in hopes of addressing their fi nancial goals I assist high-net-worth individuals and it is my pleasure
5201 South Yosemite Street Suite 201Greenwood Village CO 80111
Offi ce (303) 963-5705
catherinescheuberlplcom wwwcatherinescheubercom
Securities and Financial Planning offered through LPL Financial a registered Investment Advisor Member FINRASIPC
Sandon Purcell
A Team Approach to Assist
bull More than 60 years of combined experience
bull Multigenerational services
bull D ividend-oriented income strategies
Left to right Loretta Freelong Client Services Manager two-year winner Sandon ldquoSandyrdquo Purcell Branch Manager Daniel ldquoDanrdquo Andrews Financial Advisor
It is our mission to always be committed to our core values of client service integrity and honest advice Having the support of a large fi rm like Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone combined with our independent spirit we believe we are able to off er our clients the very best possible experience
Call us today for a complimentary fi nancial analysis
Purcell Capital Management5299 DTC Boulevard Suite 210Greenwood Village CO 80111
Offi ce (303) 800-3350Toll-free (888) 338-4713
sandonpurcellwfafi netcom wwwpurcellcapitalcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank
affiliate of Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0813-05666]
Two-
Year
Winn
er
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Special advertiSing Section
TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Four-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Registered CSA
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 26 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 23 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120 Boulder CO 80302
Kristy (303) 545-1844Noel (303) 545-1845
kristytochiharamorganstanleycom wwwmorganstanleyfacomtochiharaculberso n
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Tom Stefaniak
Investing for Your Best Interest
bull Face-to-face meetings
bull Personalized fi nancial planning
bull Surge and protect investment strategy
2009 2010 2011 2012 and 2013 winner Tom Stefaniak
ldquoOn behalf of all of us at Pinnacle Wealth Management I would like to thank our clients for the trust they have placed in us We truly appreciate itrdquo mdash Tom Stefaniak
Tom Stefaniak is dedicated to developing long-term relationships to provide outstanding client service and accessibility to assist clients with a wide range of fi nancial needs
Tom Stefaniak has been a CERTIFIED FINANCIAL PLANNERtrade practitioner since 1990 and has more than 25 years of experience in the fi nancial services industry
2696 South Colorado Boulevard Suite 430 Denver CO 80222
Offi ce (303) 806-0988
tompinnaclewmcom wwwpinnaclewmcom
Securities offered through LPL Financial ndash Member FINRASIPC ndash Investment Advice offered through Pinnacle Wealth Management a Registered Investment Advisor and a separate entity from LPL Financial
WINNER
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Profes
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Profes
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Profes
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Profes
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sional
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sional
2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 23
Special advertiSing Section
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce (303) 689-7424Toll-free (800) 991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 years I have been helping clients develop fi nancial planning strategies that address multigenerational planning as well as day-to-day needs My talented team and I strive to enhance our clientsrsquo abilities to make fi nancial and investment decisions
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Private Weath AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
WINNER
John Cox
370 17th St Ste 5100Denver CO 80202
Offi ce (303) 595-2125Toll-free (800) 767-9983johncoxmorganstanleycom
bull Discretionary active account managerbull Average relationship duration 19 yearsbull 30 years as an investment professional
Relationships for the Long Run
In this new era of economic uncertainty the traditional approach to long-term investing needs to be questioned With more than 30 years as an investment professional and asset manager John utilizes active management risk strategies and discipline to build and protect client assets This approach has resulted in relationships that last through generations Is active account management for you
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Portfolio Manager Financial Advisor
Transitions Wealth Management TeamWealth Management Through a
Comprehensive Five-Step Process
bull Simple and elegant wealth management
bull Disciplined approach to our process
bull Collaborative needs-based solutions
Left to right Five-year winner Bruce Bendell CPA PFS three-year winner Josh Lozow two-year winner Michael Simmons CFPreg four-year winner Richard Negreann CPA PFS
Transitions Wealth Management LLC assists those experiencing life transitions (widows divorce retirement inheritance and liquidity events) to make intelligent decisions with their fi nances through a comprehensive fi ve-step process We do this by acting as your personal wealth manager We use a consultative process to identify your current fi nancial situation and challenges and then design solutions intended to help you achieve your most important goals
8101 East Prentice Avenue Suite 800Greenwood Village CO 80111
Phone (303) 221-4867 Toll-free (800) 230-2941
infotransitionswmcom wwwtransitionswmcom
Registered Investment Advisor Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability Transitions Wealth Management LLC and the Five Star program are not affiliated
WINNER
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Profes
sional
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Profes
sional
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340 Ext 2Direct (720) 209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
Personalized Financial Planning
Blending integrity hard work and a willingness to listen to each client like he or she is the only investor in the world Melissa Dyer is dedicated to assisting her clients in reaching their fi nancial goals She uses a hands-on approach when working with clients meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives Five Star Wealth Manager 2012 and 2013
Securities o ered through Raymond James Financial Services Inc Member FINRASIPC The Five Star award is bestowed by an independent third party organization not a liated with Raymond James
CERTIFIED FINANCIAL PLANNERtrade MBA
Two-
Year
Winn
er
Samantha Ediger
15 S Main StBrighton CO 80601
Offi ce (303) 659-5532samanthaledigerwellsfargocomwwwwfadvisorscomsamanthalediger
bull Honest well-thought-out advice bull Custom-tailored investment planning bull Client-focused relationship management
Client-Focused Wealth Management
During my 23 years in fi nancial services I have helped families grow wealth improve retirement lifestyles and preserve income I save you time simplify complex issues and help manage transitions
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC is a registered broker-dealer and a separate non-bank
affiliate of Wells Fargo amp Company Member SIPC [CAR 0813-04471]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor Assistant Vice President ndash Investments
Joseph Kozmata
Raymond James Financial Services 10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340
Josephkozmataraymondjamescom
RaymondJamescomJosephKozmata
bull Comprehensive wealth managementbull Investments tailored to clientsrsquo objectivesbull Personalized service
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade and Chartered Financial Analystreg credentials Joe focuses his eff orts on managing and preserving his clientsrsquo wealth for their fi nancial future He works with his clientsrsquo CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 and 2013
Securities offered through Raymond James Financial Services Inc Member FINRASIPC This Five Star Wealth Manager award is bestowed by an independent third party
organization not affiliated with Raymond James
CFPreg CFAreg
Two-
Year
Winn
er
Gary Mangelsdorf
LPL Financial 14143 Denver W Pkwy Ste 510 Golden CO 80401
Offi ce (303) 393-2378
garymangelsdorflplcom wwwColoradoFinancialPartnerscom
bull Comprehensive fi nancial planning bull Unparalleled client service bull Solid unbiased advice
Your Needs Come First
In todays complex fi nancial environment timely insights and prudent guidance are essential for eff ectively managing personal assets and achieving fi nancial success Over the past 25 years Gary has developed a proprietary asset-allocation model designed to match a clients short- and long-term goals with their tolerance to risk His dedication and experience can help you pursue greater fi nancial well-being Contact Gary today for a free no-obligation consultation
Securities and Financial Planning offered through LPL Finanical a Registered Investment Advisor Member FINRASIPC
Financial Advisor
WINNER
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Profes
sional
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Profes
sional
2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 25
Special advertiSing Section
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80206Phone (303) 331-6434elizabethoingfpcomwwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
Integrity bull Excellence bull Commitment
Elizabeth has an impressive reputation for objective intelligent highly-personalized service Her integrity and experience enable her to deliver eff ective plans that refl ect her clientsrsquo values personal objectives and long-term goals Her breadth of knowledge makes her a trusted fi nancial advisor able to inform motivate and advise clients so they are best positioned for success and peace of mind
Securities and investment advisory services o ered through ING Financial Partners Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by ING Financial Partners
Financial Advisor MBA University of Colorado
Mark Sindrich
1490 South Pearl St Denver CO 80210 Offi ce (303) 744-8899 Toll-free (800) 825-8259 infosindrichcom wwwsindrichcom
bull Clarity confi dence consensus accountability bull Answers to the ldquowhat ifsrdquo that keep you up at night bull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions to each of our clientrsquos unique fi nancial needs that are clear and simple We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Sindrich amp Associates or
Five Star Professional NFP Securities Inc does not provide legal or tax advice
CERTIFIED FINANCIAL PLANNERtrade
Carrie Steinert
1600 Broadway Denver CO 80202 Direct (303) 864-7264 Cell (303) 507-4644 csteinertcsbtcom wwwcsbtcom
bull Relationships built on trust integrity and objective advice bull Customized wealth management solutions bull Easy-to-understand fi nancial strategies
Long Live Personal Relationships
Carrie off ers an array of comprehensive wealth management services designed to meet the needs of high-net-worth individuals families and business owners Every client enjoys a one-on-one relationship to address individual fi nancial priorities For more than 20 years Carrie has delivered an experienced disciplined approach to providing customized solutions for clients Call Carrie Steinert to discuss your fi nancial future
copy2013 Colorado State Bank and Trust a division of BOKF NA Member FDIC Equal Opportunity Lender
Vice President Client Advisor CTFA Series 7 66 ndash IAR Ins
S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce (303) 200-1441Cell (719) 210-6817toddwarburtonraymondjamescom
FrontRangeFinancialConsultingcom
bull Retirement planning bull Custom portfolio management bull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President ndash InvestmentsBranch Manager
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Profes
sional
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Profes
sional
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sional
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2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Special advertiSing Section
8742 Lucent Blvd Ste 600 Highlands Ranch CO 80129 Office (303) 305-5446 randyandersonaxa-advisorscom wwwrjandersonfinancialcom
Randy J Anderson
I provide financial services to help people clarify and define their financial goals recommend strategies that fit their needs and monitor their financial progress
Randy Anderson o ers securities through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity and
insurance products o ered through AXA Network LLC RJ Anderson Financial LLC is not owned or operated by AXA
Advisors or AXA Network AGE-80340(0912)(exp0914)
Financial Professional CFPreg
WINNER
5105 DTC Pkwy Ste 316Greenwood Village CO 80111Office (303) 220-5525 Toll-free (800) 898-5450willisintegrafinancialwswwwintegrafinancialws
Willis Ashby
With more than 30 years of experience Willis offers trusted personalized and value-based financial planning services to help you achieve your goals and minimize risk throughout the changing stages of your life As an independent advisory firm there are no conflicts of interest with banks or a brokerdealer We work only for you
President and CFPreg
4643 S Ulster St Ste 1350Denver CO 80237Office (303) 200-1440Cell (303) 829-4790PaulaBoykaraymondjamescomFrontRangeFinancialConsultingcom
Paula Boyka
Understanding your visionWe believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of appropriate asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President Investments
14143 Denver W Pkwy Ste 510 Golden CO 80401 Direct (303) 942-1717 Office (720) 445-7294 christopherbruhllplcom wwwmyfinancialdynamicscom
Christopher P Bruhl
Our goal at Financial Dynamics LLC is to coordinate both investment and risk management strategies crafting effective multidisciplinary financial plans for business owners self-employed professionals and their key people
Securities amp Financial Planning o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Wealth Advisor ChFCreg CLUreg CFPreg
50 S Steele St Ste 850Denver CO 80209Office (303) 377-7327Phone (800) 313-7239barrybrunerwedbushcom
Barry Bruner
Barry helps his clients achieve their financial g o a l s b y d e s i g n i n g i nv e s t m e n t a n d retirement strategies specific to their needs and objectives He focuses on building long-term relationships with his clients while consistently using a prudent approach to investing
wwwwedbushcom | Member NYSEFINRASIPC
Senior Vice President Investments
Two-
Year
Winn
er
2229 S Joliet WayAurora CO 80014Direct (303) 306-6639katiecollinslplcomwwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 29 years of experience Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
650 S Cherry St Ste 710Denver CO 80246Phone (303) 355-8500frankcoloradoelderlawcom
Frank J Danzo III
Frank has committed his law practice to planning and implementing specialized estate plans for individuals and families Frank is a member of the trust and estate and elder law sections of the Colorado Bar Association and the Denver Estate Planning Council
EstateBusiness Planning Elder Law
370 17th St Ste 2800Denver CO 80202Phone (303) 572-4825phildispensemorganstanleycom
Phil Dispense
Phil has 17 years of experience in retirement planning custom portfolio management and company retirement plansFive Star award winner 2009 ndash 2013
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor CFPreg Chartered Retirement Plans Specialist
WINNER
Daniel C Doherty PC 357 Main StLongmont CO 80501Phone (303) 532-2880Fax (303) 532-2990danieldohertylawcom
Daniel C Doherty
Dan specializes in estate gift and income tax law the law of wills trusts and estates estate planning probate and trust settlement guardianship and conservatorship business formation planning and succession and charitable gifting and asset preservation strategies
JD LLM
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 27
Special advertiSing Section
7979 E Tufts Ave Ste 715Denver CO 80237Office (303) 689-7465patrickjanssenampfcom ameripriseadvisorscompatrickjanssen
Patrick H Janssen
As a Financial Advisor with a Certified Divorce Financial Analyst designation my goal is to help my clients succeed through the complex financial change and recovery that divorce can create
Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise
Financial Services Inc Member FINRA and SIPC
MBA CDFAtrade
3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom
Laurence J Kandel
On behalf of the entire firm I would like to thank our wonderful clients for their continued loyalty and partnership I look forward to our ongoing relationships and find them extremely rewarding
At Obermeyer Asset Management Company we are deeply committed to delivering a highly individualized approach and
sound thoughtful investment advice designed to preserve and grow our clientsrsquo net worth
Vice President Investments and Client Advisory
Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom
Damon L Kaplan
Thank you for this prestigious honor Dedication to clients is the foundation for building long-term relationships and strong partnershipsOur areas of focus include personal business and bankruptcy taxation estatebusiness planning
CPA
7400 E Orchard Rd Ste 120 Greenwood Village CO 80111 Phone (303) 683-9555 wnoycejrwalnutstreetcom
Bill Noyce
As an investment advisor representative with Walnut Street Securities Bill has built his practice around helping clients define achieve and grow their individual financial aspirations
Securities and investment advisory services o ered through registered representatives and investment advisor representatives
of Walnut Street Securities Inc Member FINRASIPC
Investment Advisor Representative
Hall amp Evans LLC1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom
Joyce H Nakamura
With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives Her areas of focus include estate planning trust and estate administration litigation and charitable and business succession planning
WINNER
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office (720) 836-4534
David W Moritz
I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg
1999 Broadway Ste 4000Denver CO 80202Office (303) 298-9600mfineheincpacomwwwHeinCPAcom
Mira Fineacute
Mira provides tax planning and compliance services to family business trusts and estates She assists clients with significant transactions retirement planning succession planning executive compensation planning estate planning exit planning and entity structuring and planning
National Director of Tax Operations
2000 S Colorado BlvdSte 2-630Denver CO 80222Phone (303) 779-2524sgordoncornerstoneassetscomwwwcornerstoneassetscom
Stephen Gordon
Long-term client relationships based on customized planning wealth management s t r a t e g i e s a n d p r o a c t i v e o n g o i n g maintenance Stephen has more than 17 years of experience providing financial services with an independent firm Investment Advisory Services o ered through CUE Financial Group Inc
an SEC-Registered Investment Advisor Branch o ce of and securities o ered through Foothill Securities Inc member FINRASIPC
President Registered Principal
WINNER
LPL Financial5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski
Tom Obarski
Thank you for this award for five years in a rowOur focus working toward the protection of retirement assets and investment education
Securities o ered through LPL Financial Member FINRASIPC
LPL Branch Manager
WINNER
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Profes
sional
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Profes
sional
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Profes
sional
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2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
Year
Winn
er
14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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2013 Five Star Wealth
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agers
wwwfivestarprofessionalcom mdash FS 9
Special advertiSing Section
Vasil W AllabashiComprehensive Financial Services and Wealth Management
Areas of Focus Comprehensive Financial Services Wealth Management Business Planning and Support Insurance Planning Retirement Planning
Left to right Seated Three-year winner Vasil W Allabashi CLU Lyle Domenitz LUTCFStanding 2011 winner Rico Nelson Rex Thatcher AAMS Robert Fillmore Jeremy Clark
bull Innovative wealth creation accumulation and spending strategiesbull Teams of specialists to coordinate your wealth with business estate and tax objectives
Wealth Strategies Group (formerly VW Allabashi amp Associates LLC) is a complete fi nancial services fi rm incorporating the unique insights developed by Vasil Allabashi during his 53 years in the insurance and fi nancial services industry A premier member of the Denver fi nancial services community since 1987 Wealth Strategies Group specializes in the development and enhancement of client planning by ensuring proper
coordination between all fi nancial assets With a senior management team of 15 WSG assists individuals families and business owners in navigating through all aspects of their fi nancial world employing a distinctive set of strategies and tools to create a clear and exciting map for building and protecting wealth
Wealth Strategies Group6455 South Yosemite Street Suite 300 bull Greenwood Village CO 80111
Phone (303) 770-9020 bull Fax (303) 488-9070wwwwealthsgcom bull wwwwealthsgcom
Securities productsservices and advisory services are offered through Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS)6455 S Yosemite Street Suite 300 Greenwood Village CO 80111 (303) 770-9020 Wealth Strategies Group is not an affiliate or subsidiary of PAS PAS is a member of FINRA SIPC
Neither PAS nor its subsidiaries agents or employees provide tax or legal advice you should consult your tax or legal advisor regarding your individual situation
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2013 Five Star Wealth
Man
agers
FS 10 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Bruce G Allen
Making Your Wealth Work for You
Two-year winner Bruce Allen President AIFAreg CIMAreg CPWAreg General Securities Principal
bull Independent consulting and unbiased advice
bull Comprehensive and ongoing investment management
bull Individualized strategies to achieve your fi nancial goals
We help clients clarify their goals and financial objectives to achieve financial independence
Bruce G Allen Investments LLC was created to serve as our clientsrsquo sole fi nancial advisor mdash as their personal CFO We help them unify the various pieces of their fi nancial puzzle creating an organized fi nancial plan to help our clients realize the
goals and aspirations of their lives We provide consistent and clear communication to monitor their progress and adjust to lifersquos changes
370 17th Street Suite 3580 bull Denver CO 80202Office (303) 592-5535 bull Fax (303) 592-5534
ballennationsfgcom bull wwwbrucegalleninvestmentscom
Investment and advisory products and services are offered through Nations Financial Group Inc Member FINRA SIPC a Registered Investment AdvisorBruce G Allen Investments LLC is a separate entity from Nations Financial Group Inc Availability of services is subject to applicable licensing requirements
Bruce G Allen Investments LLC
Two-
Year
Winn
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2013 Five Star Wealth
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agers
wwwfivestarprofessionalcom mdash FS 11
Special advertiSing Section
Destiny CapitalManaging Family Wealth for Generations mdash Since 1977
Counselors to Clients for More Than Just Finances
Left to right Jarrod Musick three-year winner Steve Musick Mabel Pirner Judd Kramer Pat Kramer Ken Crabb
bull Taking a holistic view your personal strategic plan is createdbull We help you achieve freedom by delegating execution of your strategy to usbull As an independent we are able to implement your strategy entirely in-house
Finances are complex and often chaotic At Destiny Capital we look beyond money to help you achieve fi nancial vitality We get to know the complete you mdash your history your present and your future Then through a combination of planning and asset management we bring order to your fi nances so you
can achieve a better quality of life You can always count on us to be here when you need us for valued counsel honest opinions or economic insight After all we believe therersquos more to a fi nancial advisor than strong performance and we will deliver more
13922 Denver West Parkway Suite 150 bull Golden CO 80401Office (303) 277-9977
infodccmailnet bull wwwdestinycapitalcorporationcom
Securities Offered through Destiny Capital Securities Corporation member FINRASIPC
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2013 Five Star Wealth
Man
agers
FS 12 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Pat A EricksonPlan Wisely bull Invest With Confi dence bull Enjoy Life
Securing Your Financial Future and Providing Peace of Mind
Left to right Seated Misty Oxford Brooke WalterStanding Katie Stone three-year winner Pat Erickson
bull More than 30 years of industry experiencebull Providing insight discipline and objectivitybull Protecting and preserving your family wealth
At Cascade we recognize that money means diff erent things to diff erent people No two investors are alike and no cookie-cutter approach will achieve the goals that are important to you Pat works with an expert team to design your unique road map to fi nancial security
950 17th Street Suite 950 bull Denver CO 80202 | 4710 Table Mesa Drive bull Boulder CO 80305Office (303) 292-1121 bull Toll-free (800) 353-0050
pericksoncascade-inccom bull wwwcascade-inccom
Securities offered through Cascade Financial Management Inc Member MSRBFINRASECAdvisory services offered through Cascade Financial Management Inc
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2013 Five Star Wealth
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wwwfivestarprofessionalcom mdash FS 13
Special advertiSing Section
G5 Financial GroupThe Power of Experience
Left to right Three-year winner Scott Forsyth CFPreg Managing Principal G5 Financial Group 2013 winner Lawrence Finch CPA Managing Principal G5 Financial Group
bull Comprehensive wealth management pre- and post-retirement income planningbull Financial planning proactive tactical asset management insurance planningbull Wealth accumulation preservation and transfer strategies
The G5 Financial Grouprsquos premise is simple yet rare combine many minds years of experience wisdom talent and skill in order to be more eff ective at solving your unique issues and better meet your needs With more than 20 investment and insurance professionals up and down the front range from
Colorado Springs to Fort Collins the G5 Financial Group off ers the full array of services found in the large national brokerage fi rms while still maintaining the personalized private attention expected from an independent advisor
5613 DTC Parkway Suite 1200 bull Greenwood Village CO 80111Office (303) 721-0691 bull Toll-free (888) 705-7604
scottforsythg5financialgroupcom bull larryfinchg5financialgroupcom bull wwwg5financialgroupcom
Securities and Advisory Services offered through Geneos Wealth Management Inc Member FINRASIPCAdvisory Services offered through G5 Financial Group RIA LLC and Financial Design and Management SEC-Registered Investment Advisors
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2013 Five Star Wealth
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FS 14 mdash wwwfivestarprofessionalcom
Special advertiSing Section
The Hauer Group at Morgan StanleyAchieving Your Goals Is Our Objective
Comprehensive Wealth Management
Left to right Three-year winner Todd M Hauer CIMAreg Senior Vice President Wealth Advisor Tonya Krueger Senior Registered Associate Martin Agebrand CFPreg Financial Advisor
bull Helping you build your plan for tomorrow todaybull Investment advisory diversifi cation and hedging strategies tailored lendingbull Philanthropy and wealth transfer consulting
Your investments are not just about your money They are also about your hard work your dreams your aspirations your family and your future We are committed to understanding you your needs and objectives Together we will help you create a fi nancial strategy that addresses short- and long-term goals Then at every turn we will be here for you advising and adjusting strategies along the way
Todd is pleased to be selected for the Five Star Wealth Manager award a third consecutive year We are grateful to all our valued clients who made it possible
5251 DTC Parkway Suite 1500 bull Greenwood Village CO 80111Office (720) 488-2406 bull Toll-free (800) 347-5099
toddhauermorganstanleycom bull wwwmorganstanleyfacomtoddhauer
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
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2013 Five Star Wealth
Man
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wwwfivestarprofessionalcom mdash FS 15
Special advertiSing Section
Kean O Boucher
A Comprehensive Independentand Unbiased Approach
bull Comprehensive wealth management
bull Personalized estate planning
bull Customized retirement strategies
Two-year winner Kean O Boucher Private Wealth ManagerLPL Branch Manager
Mitigating and managing risk is fundamental to any wealth management plan With you we will create strategies that position your assets to take advantage of opportunity and to help protect those assets should the investing environment deteriorate Boucher Wealth Management Group is a comprehensive fi nancial services fi rm committed to helping you improve your long-term fi nancial success through a rational and well-reasoned approach to wealth management and estate planning
4600 South Syracuse Street 9th Floor bull Denver CO 80237230 Center Drive bull Glenwood Springs CO 81601
Toll-free (800) 318-8840
keanboucherlplcomboucherwmgcom
Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor Member FINRASIPC Advertisement sponsored in part by Lincoln Financial Distributors
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Daniel Cook and Jesse Morris
Helping Our Clients Navigate the Path to a Better More Secure Future
bull Providing customized fi nancial solutions
bull Passionately pursue excellence
bull Providing an exceptional client experience
Left to right 2013 winner Jesse Morris AIFreg CFSreg and two-year winner Daniel Cook AIFreg CFPreg
We are both honored to have received this award At Summit Wealth Group we believe fi nancial planning is not an end unto itself Rather by providing our clients with customized fi nancial solutions we help them pursue the real goal of achieving their hopes and dreams Whether it is spending more time with the grandkids becoming a ldquoscratchrdquo golfer or supporting a favorite charity Summit Wealth Group exists so our clients can devote their time and energy to pursuing life
9360 Station Street Suite 400 Lone Tree CO 80124
Offi ce (303) 688-6499
jmorrissummitwealthgroupcom dcooksummitwealthgroupcom
wwwsummitwealthgroupcom
Securities and Advisory Services offered through Commonwealth Financial Networkreg Member FINRASIPC a Registered Investment Adviser Fixed insurance products and services offered by Summit Wealth Group are separate and unrelated to Commonwealth
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2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Special advertiSing Section
James M Graham IV
Passionately Enriching theLives of Our Clients
bull We off er a lifetime fi nancial-focusing program to help our clients make wise decisions with their wealth
bull Relationship capability confi dence
Left to right Je Shafer CPA Aaron Huntoon MBA CRPCreg Lene Graham two-year winner Jay Graham MBA CRPCreg
This recognition provides a unique opportunity to say thank you to our clients We greatly appreciate the confi dence you have placed in us and we are very mindful of the impact our work has on your fi nancial future Listening to your goals and dreams and then creating a customized fi nancial plan to give you a greater opportunity for success is extremely rewarding for us We look forward to continuing to help you build your fi nancial future
mdash With appreciation the McCrea Allen team
8055 East Tufts Avenue Suite 1400Denver CO 80237
Offi ce (303) 714-4761
jaygrahamLFGcomwwwmccreaallencom
James McCrea Graham IV is a registered representative of Lincoln Financial Advisors Corp Securities and investment advisory services offered through Lincoln Financial Advisors Corp a brokerdealer (member SIPC) and registered investment advisor Insurance offered through Lincoln affiliates and other fine companies CRN201308-2083990
McCrea Allen is not an affiliate of Lincoln Financial Advisors Corp
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The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately-held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Gary A Peterson CRPCreg Vice President ndash Financial Advisor Elyse Baker Registered Associate Manda Neuman Intern Ron A Zimmermann CFPreg CPWAreg Vice President ndash Financial Advisor
The philosophy of the Falcon Group with Five Star Wealth Manager Gary Peterson is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while providing our clients with an acceptable rate of return Generally we manage portfolios tactically to control risk and generate returns consistent with the customized goals and objectives of our clients
370 17th Street Suite 2800Denver CO 80202
Offi ce (303) 572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstances from an independent tax advisorcopy2013 Morgan Stanley Smith Barney LLC Member SIPC
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2013 Five Star Wealth
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agers
wwwfivestarprofessionalcom mdash FS 17
Special advertiSing Section
Garret T Jett
Your Wealth Your FutureOur Focal Point
bull Disciplined investment approach based on modern portfolio theory overlaid with technical trend analysis security selection and a tactical allocation for a sophisticated approach to risk management
Left to right Two-year winner Ryan Murphy Kathleen Leopold four-year winner Garret T Jett Financial Advisor Associate Vice President APMASM Gregory Dexter
As a fi nancial advisor my mission is to help you plan for the fi nancial future you envision for yourself and your family My practice works with you to create a plan that simplifi es your overall fi nancial picture Our team uses todayrsquos technology to integrate a sophisticated wealth management program with an emphasis on risk management while striving to set ourselves apart from our competition The goal of this system is to provide you with the confi dence needed to navigate through the ldquonew-normal economyrdquo and prepare for the certainty of uncertainty in life We inform our clients on their investment options for the issues that matter most while adhering to our integrity and ethics
10375 Park Meadows Drive Suite 125Lone Tree CO 80124
Offi ce (303) 222-2612 Ext 2612Toll-free (800) 332-9222 Ext 2612
gjettampfcomameripriseadvisorscomgarrettjett
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Asset allocation does not assure a profit or protect against loss in declining markets
Jerry L Gruber
A Comprehensive Integrated Disciplined Approach
bull A strategy-fi rst approach
bull Dedicated and unbiased service and advice
bull Building lasting client relationships
Left to right Terri Tillotson Offi ce ManagerExecutive Assistant Jody Hinsey Partner 2013 winner Jerry L Gruber Certifi ed Wealth Strategist CLUreg ChFCreg CWS Owner Partner Mary Ann Perez Marketing Coordinator
We are an independent fi nancial planning fi rm and are not tied to any single company or product
The fi rst step in our relationship begins with developing a customized written strategy for each client Once we agree on your strategy we search the universe for the most appropriate fi nancial solutions for you Then we implement review and monitor the strategies to make sure you stay on track toward your personal and fi nancial goals and objectives
68 Inverness Lane East Suite 104Englewood CO 80112
Offi ce (303) 290-6113Toll-free (888) 290-6117
jgrubergreenbookwmcomwwwgreenbookwmcom
Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inccopy Five Star
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2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Johnson Host Investment Group
Expertise You Can Trust
bull Committed to placing our clients fi rst
bull Focused on retirement and income solutions
bull Working in partnership with our community
Left to right Shea Macias Senior Investment Associate four-year winner Charlie Host Associate Vice President ndash Financial Advisor2013 winner Jackie Johnson Vice President ndash Financial Advisor
At Johnson Host Investment Group we are dedicated to earning our clientsrsquo trust by taking the time to get to know them and their families We discuss what is important to them and utilize this information to build individualized wealth management plans that are as unique as they are
Jackie and Charlie both received the Five Star Wealth Manager award in 2013
1200 17th Street Suite 2200Denver CO 80202
Jackie Johnson (303) 595-1102Charlie Host (303) 595-1193Shea Macias (303) 595-1123
wwwjohnsonhostinvestmentgroupcom
Kummer Financial Advisors Team
Helping to Align Your Goals for a Successful Future
bull Creating ethical solutions for more than 26 years
bull Objective personal guidance holistic plannin g
bull Tailored wealth accumulation strategies
Left to right Phil Wilson Julie Fletcher four-year winner Patricia Kummer Greg Richards
A dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy
Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Our full-service team can provide personal attention to your specifi c needs
Our mission is to provide fi nancial services education and advice to professionals and families to better enable them to achieve peace of mind and fi nancial security
8871 Ridgeline Boulevard Suite 100 Highlands Ranch CO 80129
Phone (303) 470-1209
clientservicekummerfi nancialcom wwwKummerFinancialcom
Kummer Financial Strategies Inc is an independent Registered Investment Advisory firm
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 19
Special advertiSing Section
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCO ve-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the fi fth
straight year
4600 South Syracuse Street Suite 1060 Denver CO 80237
Offi ce (303) 757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
WINNER
Life Transition Planners
Innovative Solutions to Navigate Lifersquos Transitions
bull Caring experienced and dedicated
bull Solid principles sound strategies
bull Your goals our mission
Left to right Three-year winner Bob Holland CFPreg 2012 winner Deb Johnson ChFCreg CDFAtrade and ve-year winner Gary Sidder CFPreg
LTP is a fee-based comprehensive fi nancial planning and wealth management practice All of our clients get the benefi ts of a full fi nancial plan before we recommend any course of action beginning with the end in mind As fi duciaries we strive to place the interest of our clients ahead of our own at all times Building lasting relationships and helping our clients to meet their fi nancial and life goals such as wealth accumulation and retirement distribution strategies are the foundations of our practice We are passionate about educating our clients and helping them succeed
Life Transition Planners Inc7631 Shaff er Parkway Suite A bull Littleton CO 80127-3011
Phone (303) 933-6226 bull Toll-free (800) 926-3302
bobhollandlifetransitionplannerscomgarylifetransitionplannerscomdeblifetransitionplannerscomwwwlifetransitionplannerscom
wwwrhollandretirementtimecom
CERTIFIED FINANCIAL PLANNERtrade practitioner as authorized by the Certified Financial Planner Board of StandardsSecurities and Investment Advisory Services offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Life Transition Planners Inc
WINNER
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2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Daniel J Predovich
Solutions for Complexity
bull Tax planning and preparation
bull Accounting and bookkeeping
bull Financial services
Two-year winner Daniel J Predovich CPA CFE CFF CITP
We are privileged to live in Colorado and like our clients take full advantage of what Colorado has to off er This shared interest allows us to profoundly connect with clients We look forward to explaining to you the complexities of tax and fi nance in nontechnical terms We work side-by-side with your fi nancial advisors to manage your fi nancial world Our success is a direct measure of our large-fi rm resources molded around small-fi rm friendliness
1745 Shea Center Drive Suite 360 Highlands Ranch CO 80129
Offi ce (303) 791-3000Fax (303) 791-0665
JBolgrendpredovichcomwwwdpredovichcom
Two-
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Meridian Wealth Management
Unbiased and Independent
bull Working together on lifersquos ldquowhat ifsrdquo
bull Independence powered by LPL Financial
bull Trusted guidance exceptional service
Left to right Two-year winner Richard Weintraub three-year winner Richard Mowertwo-year winner Tanya Mathews four-year winner David Hansen
It is a great honor for all four partners in Meridian Wealth Management to again receive the coveted Five Star Wealth Manager award
As an independent fi rm we provide truly unbiased investment advice and highly personalized service Founded by seasoned and accomplished investment advisors our fi rm intentionally serves a limited number of valued clients Serving fewer clients lets us develop intimate relationships and create multigenerational trust
4430 Arapahoe Avenue Suite 210Boulder CO 80303
Boulder (720) 274-1656Denver (303) 357-4741
meridianteamcom
Securities offered through LPL Financial member FINRASIPC Investment advice offered through Meridian Wealth Management a registered investment advisor and separate entity from LPL Financialcopy Five
Star Pro
fessio
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 21
Special advertiSing Section
Catherine Stahl Scheuber
You the Client Are the Greatest Asset in Our Business
bull Listening understanding implementing mdash our process
bull Trust confi dentiality quality service mdash focused on you
bull Let us assist you in your fi nancial journey
Left to right 2013 winner Catherine Stahl Scheuber CRPCreg 2009 winner Carshon Rodgers
It is an honor to receive this recognition With more than 30 years of experience in the fi nancial services industry I have navigated through numerous market cycles Together my clients and I have weathered the ups and downs It is managing
reasonable expectations that make us successful Thanks to each of you for your trust It is my passion to assist people in hopes of addressing their fi nancial goals I assist high-net-worth individuals and it is my pleasure
5201 South Yosemite Street Suite 201Greenwood Village CO 80111
Offi ce (303) 963-5705
catherinescheuberlplcom wwwcatherinescheubercom
Securities and Financial Planning offered through LPL Financial a registered Investment Advisor Member FINRASIPC
Sandon Purcell
A Team Approach to Assist
bull More than 60 years of combined experience
bull Multigenerational services
bull D ividend-oriented income strategies
Left to right Loretta Freelong Client Services Manager two-year winner Sandon ldquoSandyrdquo Purcell Branch Manager Daniel ldquoDanrdquo Andrews Financial Advisor
It is our mission to always be committed to our core values of client service integrity and honest advice Having the support of a large fi rm like Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone combined with our independent spirit we believe we are able to off er our clients the very best possible experience
Call us today for a complimentary fi nancial analysis
Purcell Capital Management5299 DTC Boulevard Suite 210Greenwood Village CO 80111
Offi ce (303) 800-3350Toll-free (888) 338-4713
sandonpurcellwfafi netcom wwwpurcellcapitalcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank
affiliate of Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0813-05666]
Two-
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2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Special advertiSing Section
TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Four-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Registered CSA
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 26 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 23 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120 Boulder CO 80302
Kristy (303) 545-1844Noel (303) 545-1845
kristytochiharamorganstanleycom wwwmorganstanleyfacomtochiharaculberso n
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Tom Stefaniak
Investing for Your Best Interest
bull Face-to-face meetings
bull Personalized fi nancial planning
bull Surge and protect investment strategy
2009 2010 2011 2012 and 2013 winner Tom Stefaniak
ldquoOn behalf of all of us at Pinnacle Wealth Management I would like to thank our clients for the trust they have placed in us We truly appreciate itrdquo mdash Tom Stefaniak
Tom Stefaniak is dedicated to developing long-term relationships to provide outstanding client service and accessibility to assist clients with a wide range of fi nancial needs
Tom Stefaniak has been a CERTIFIED FINANCIAL PLANNERtrade practitioner since 1990 and has more than 25 years of experience in the fi nancial services industry
2696 South Colorado Boulevard Suite 430 Denver CO 80222
Offi ce (303) 806-0988
tompinnaclewmcom wwwpinnaclewmcom
Securities offered through LPL Financial ndash Member FINRASIPC ndash Investment Advice offered through Pinnacle Wealth Management a Registered Investment Advisor and a separate entity from LPL Financial
WINNER
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 23
Special advertiSing Section
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce (303) 689-7424Toll-free (800) 991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 years I have been helping clients develop fi nancial planning strategies that address multigenerational planning as well as day-to-day needs My talented team and I strive to enhance our clientsrsquo abilities to make fi nancial and investment decisions
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Private Weath AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
WINNER
John Cox
370 17th St Ste 5100Denver CO 80202
Offi ce (303) 595-2125Toll-free (800) 767-9983johncoxmorganstanleycom
bull Discretionary active account managerbull Average relationship duration 19 yearsbull 30 years as an investment professional
Relationships for the Long Run
In this new era of economic uncertainty the traditional approach to long-term investing needs to be questioned With more than 30 years as an investment professional and asset manager John utilizes active management risk strategies and discipline to build and protect client assets This approach has resulted in relationships that last through generations Is active account management for you
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Portfolio Manager Financial Advisor
Transitions Wealth Management TeamWealth Management Through a
Comprehensive Five-Step Process
bull Simple and elegant wealth management
bull Disciplined approach to our process
bull Collaborative needs-based solutions
Left to right Five-year winner Bruce Bendell CPA PFS three-year winner Josh Lozow two-year winner Michael Simmons CFPreg four-year winner Richard Negreann CPA PFS
Transitions Wealth Management LLC assists those experiencing life transitions (widows divorce retirement inheritance and liquidity events) to make intelligent decisions with their fi nances through a comprehensive fi ve-step process We do this by acting as your personal wealth manager We use a consultative process to identify your current fi nancial situation and challenges and then design solutions intended to help you achieve your most important goals
8101 East Prentice Avenue Suite 800Greenwood Village CO 80111
Phone (303) 221-4867 Toll-free (800) 230-2941
infotransitionswmcom wwwtransitionswmcom
Registered Investment Advisor Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability Transitions Wealth Management LLC and the Five Star program are not affiliated
WINNER
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2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340 Ext 2Direct (720) 209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
Personalized Financial Planning
Blending integrity hard work and a willingness to listen to each client like he or she is the only investor in the world Melissa Dyer is dedicated to assisting her clients in reaching their fi nancial goals She uses a hands-on approach when working with clients meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives Five Star Wealth Manager 2012 and 2013
Securities o ered through Raymond James Financial Services Inc Member FINRASIPC The Five Star award is bestowed by an independent third party organization not a liated with Raymond James
CERTIFIED FINANCIAL PLANNERtrade MBA
Two-
Year
Winn
er
Samantha Ediger
15 S Main StBrighton CO 80601
Offi ce (303) 659-5532samanthaledigerwellsfargocomwwwwfadvisorscomsamanthalediger
bull Honest well-thought-out advice bull Custom-tailored investment planning bull Client-focused relationship management
Client-Focused Wealth Management
During my 23 years in fi nancial services I have helped families grow wealth improve retirement lifestyles and preserve income I save you time simplify complex issues and help manage transitions
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC is a registered broker-dealer and a separate non-bank
affiliate of Wells Fargo amp Company Member SIPC [CAR 0813-04471]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor Assistant Vice President ndash Investments
Joseph Kozmata
Raymond James Financial Services 10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340
Josephkozmataraymondjamescom
RaymondJamescomJosephKozmata
bull Comprehensive wealth managementbull Investments tailored to clientsrsquo objectivesbull Personalized service
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade and Chartered Financial Analystreg credentials Joe focuses his eff orts on managing and preserving his clientsrsquo wealth for their fi nancial future He works with his clientsrsquo CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 and 2013
Securities offered through Raymond James Financial Services Inc Member FINRASIPC This Five Star Wealth Manager award is bestowed by an independent third party
organization not affiliated with Raymond James
CFPreg CFAreg
Two-
Year
Winn
er
Gary Mangelsdorf
LPL Financial 14143 Denver W Pkwy Ste 510 Golden CO 80401
Offi ce (303) 393-2378
garymangelsdorflplcom wwwColoradoFinancialPartnerscom
bull Comprehensive fi nancial planning bull Unparalleled client service bull Solid unbiased advice
Your Needs Come First
In todays complex fi nancial environment timely insights and prudent guidance are essential for eff ectively managing personal assets and achieving fi nancial success Over the past 25 years Gary has developed a proprietary asset-allocation model designed to match a clients short- and long-term goals with their tolerance to risk His dedication and experience can help you pursue greater fi nancial well-being Contact Gary today for a free no-obligation consultation
Securities and Financial Planning offered through LPL Finanical a Registered Investment Advisor Member FINRASIPC
Financial Advisor
WINNER
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 25
Special advertiSing Section
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80206Phone (303) 331-6434elizabethoingfpcomwwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
Integrity bull Excellence bull Commitment
Elizabeth has an impressive reputation for objective intelligent highly-personalized service Her integrity and experience enable her to deliver eff ective plans that refl ect her clientsrsquo values personal objectives and long-term goals Her breadth of knowledge makes her a trusted fi nancial advisor able to inform motivate and advise clients so they are best positioned for success and peace of mind
Securities and investment advisory services o ered through ING Financial Partners Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by ING Financial Partners
Financial Advisor MBA University of Colorado
Mark Sindrich
1490 South Pearl St Denver CO 80210 Offi ce (303) 744-8899 Toll-free (800) 825-8259 infosindrichcom wwwsindrichcom
bull Clarity confi dence consensus accountability bull Answers to the ldquowhat ifsrdquo that keep you up at night bull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions to each of our clientrsquos unique fi nancial needs that are clear and simple We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Sindrich amp Associates or
Five Star Professional NFP Securities Inc does not provide legal or tax advice
CERTIFIED FINANCIAL PLANNERtrade
Carrie Steinert
1600 Broadway Denver CO 80202 Direct (303) 864-7264 Cell (303) 507-4644 csteinertcsbtcom wwwcsbtcom
bull Relationships built on trust integrity and objective advice bull Customized wealth management solutions bull Easy-to-understand fi nancial strategies
Long Live Personal Relationships
Carrie off ers an array of comprehensive wealth management services designed to meet the needs of high-net-worth individuals families and business owners Every client enjoys a one-on-one relationship to address individual fi nancial priorities For more than 20 years Carrie has delivered an experienced disciplined approach to providing customized solutions for clients Call Carrie Steinert to discuss your fi nancial future
copy2013 Colorado State Bank and Trust a division of BOKF NA Member FDIC Equal Opportunity Lender
Vice President Client Advisor CTFA Series 7 66 ndash IAR Ins
S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce (303) 200-1441Cell (719) 210-6817toddwarburtonraymondjamescom
FrontRangeFinancialConsultingcom
bull Retirement planning bull Custom portfolio management bull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President ndash InvestmentsBranch Manager
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2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Special advertiSing Section
8742 Lucent Blvd Ste 600 Highlands Ranch CO 80129 Office (303) 305-5446 randyandersonaxa-advisorscom wwwrjandersonfinancialcom
Randy J Anderson
I provide financial services to help people clarify and define their financial goals recommend strategies that fit their needs and monitor their financial progress
Randy Anderson o ers securities through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity and
insurance products o ered through AXA Network LLC RJ Anderson Financial LLC is not owned or operated by AXA
Advisors or AXA Network AGE-80340(0912)(exp0914)
Financial Professional CFPreg
WINNER
5105 DTC Pkwy Ste 316Greenwood Village CO 80111Office (303) 220-5525 Toll-free (800) 898-5450willisintegrafinancialwswwwintegrafinancialws
Willis Ashby
With more than 30 years of experience Willis offers trusted personalized and value-based financial planning services to help you achieve your goals and minimize risk throughout the changing stages of your life As an independent advisory firm there are no conflicts of interest with banks or a brokerdealer We work only for you
President and CFPreg
4643 S Ulster St Ste 1350Denver CO 80237Office (303) 200-1440Cell (303) 829-4790PaulaBoykaraymondjamescomFrontRangeFinancialConsultingcom
Paula Boyka
Understanding your visionWe believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of appropriate asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President Investments
14143 Denver W Pkwy Ste 510 Golden CO 80401 Direct (303) 942-1717 Office (720) 445-7294 christopherbruhllplcom wwwmyfinancialdynamicscom
Christopher P Bruhl
Our goal at Financial Dynamics LLC is to coordinate both investment and risk management strategies crafting effective multidisciplinary financial plans for business owners self-employed professionals and their key people
Securities amp Financial Planning o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Wealth Advisor ChFCreg CLUreg CFPreg
50 S Steele St Ste 850Denver CO 80209Office (303) 377-7327Phone (800) 313-7239barrybrunerwedbushcom
Barry Bruner
Barry helps his clients achieve their financial g o a l s b y d e s i g n i n g i nv e s t m e n t a n d retirement strategies specific to their needs and objectives He focuses on building long-term relationships with his clients while consistently using a prudent approach to investing
wwwwedbushcom | Member NYSEFINRASIPC
Senior Vice President Investments
Two-
Year
Winn
er
2229 S Joliet WayAurora CO 80014Direct (303) 306-6639katiecollinslplcomwwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 29 years of experience Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
650 S Cherry St Ste 710Denver CO 80246Phone (303) 355-8500frankcoloradoelderlawcom
Frank J Danzo III
Frank has committed his law practice to planning and implementing specialized estate plans for individuals and families Frank is a member of the trust and estate and elder law sections of the Colorado Bar Association and the Denver Estate Planning Council
EstateBusiness Planning Elder Law
370 17th St Ste 2800Denver CO 80202Phone (303) 572-4825phildispensemorganstanleycom
Phil Dispense
Phil has 17 years of experience in retirement planning custom portfolio management and company retirement plansFive Star award winner 2009 ndash 2013
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor CFPreg Chartered Retirement Plans Specialist
WINNER
Daniel C Doherty PC 357 Main StLongmont CO 80501Phone (303) 532-2880Fax (303) 532-2990danieldohertylawcom
Daniel C Doherty
Dan specializes in estate gift and income tax law the law of wills trusts and estates estate planning probate and trust settlement guardianship and conservatorship business formation planning and succession and charitable gifting and asset preservation strategies
JD LLM
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 27
Special advertiSing Section
7979 E Tufts Ave Ste 715Denver CO 80237Office (303) 689-7465patrickjanssenampfcom ameripriseadvisorscompatrickjanssen
Patrick H Janssen
As a Financial Advisor with a Certified Divorce Financial Analyst designation my goal is to help my clients succeed through the complex financial change and recovery that divorce can create
Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise
Financial Services Inc Member FINRA and SIPC
MBA CDFAtrade
3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom
Laurence J Kandel
On behalf of the entire firm I would like to thank our wonderful clients for their continued loyalty and partnership I look forward to our ongoing relationships and find them extremely rewarding
At Obermeyer Asset Management Company we are deeply committed to delivering a highly individualized approach and
sound thoughtful investment advice designed to preserve and grow our clientsrsquo net worth
Vice President Investments and Client Advisory
Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom
Damon L Kaplan
Thank you for this prestigious honor Dedication to clients is the foundation for building long-term relationships and strong partnershipsOur areas of focus include personal business and bankruptcy taxation estatebusiness planning
CPA
7400 E Orchard Rd Ste 120 Greenwood Village CO 80111 Phone (303) 683-9555 wnoycejrwalnutstreetcom
Bill Noyce
As an investment advisor representative with Walnut Street Securities Bill has built his practice around helping clients define achieve and grow their individual financial aspirations
Securities and investment advisory services o ered through registered representatives and investment advisor representatives
of Walnut Street Securities Inc Member FINRASIPC
Investment Advisor Representative
Hall amp Evans LLC1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom
Joyce H Nakamura
With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives Her areas of focus include estate planning trust and estate administration litigation and charitable and business succession planning
WINNER
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office (720) 836-4534
David W Moritz
I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg
1999 Broadway Ste 4000Denver CO 80202Office (303) 298-9600mfineheincpacomwwwHeinCPAcom
Mira Fineacute
Mira provides tax planning and compliance services to family business trusts and estates She assists clients with significant transactions retirement planning succession planning executive compensation planning estate planning exit planning and entity structuring and planning
National Director of Tax Operations
2000 S Colorado BlvdSte 2-630Denver CO 80222Phone (303) 779-2524sgordoncornerstoneassetscomwwwcornerstoneassetscom
Stephen Gordon
Long-term client relationships based on customized planning wealth management s t r a t e g i e s a n d p r o a c t i v e o n g o i n g maintenance Stephen has more than 17 years of experience providing financial services with an independent firm Investment Advisory Services o ered through CUE Financial Group Inc
an SEC-Registered Investment Advisor Branch o ce of and securities o ered through Foothill Securities Inc member FINRASIPC
President Registered Principal
WINNER
LPL Financial5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski
Tom Obarski
Thank you for this award for five years in a rowOur focus working toward the protection of retirement assets and investment education
Securities o ered through LPL Financial Member FINRASIPC
LPL Branch Manager
WINNER
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2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
Year
Winn
er
14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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2013 Five Star Wealth
Man
agers
FS 10 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Bruce G Allen
Making Your Wealth Work for You
Two-year winner Bruce Allen President AIFAreg CIMAreg CPWAreg General Securities Principal
bull Independent consulting and unbiased advice
bull Comprehensive and ongoing investment management
bull Individualized strategies to achieve your fi nancial goals
We help clients clarify their goals and financial objectives to achieve financial independence
Bruce G Allen Investments LLC was created to serve as our clientsrsquo sole fi nancial advisor mdash as their personal CFO We help them unify the various pieces of their fi nancial puzzle creating an organized fi nancial plan to help our clients realize the
goals and aspirations of their lives We provide consistent and clear communication to monitor their progress and adjust to lifersquos changes
370 17th Street Suite 3580 bull Denver CO 80202Office (303) 592-5535 bull Fax (303) 592-5534
ballennationsfgcom bull wwwbrucegalleninvestmentscom
Investment and advisory products and services are offered through Nations Financial Group Inc Member FINRA SIPC a Registered Investment AdvisorBruce G Allen Investments LLC is a separate entity from Nations Financial Group Inc Availability of services is subject to applicable licensing requirements
Bruce G Allen Investments LLC
Two-
Year
Winn
ercopy Five Star
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 11
Special advertiSing Section
Destiny CapitalManaging Family Wealth for Generations mdash Since 1977
Counselors to Clients for More Than Just Finances
Left to right Jarrod Musick three-year winner Steve Musick Mabel Pirner Judd Kramer Pat Kramer Ken Crabb
bull Taking a holistic view your personal strategic plan is createdbull We help you achieve freedom by delegating execution of your strategy to usbull As an independent we are able to implement your strategy entirely in-house
Finances are complex and often chaotic At Destiny Capital we look beyond money to help you achieve fi nancial vitality We get to know the complete you mdash your history your present and your future Then through a combination of planning and asset management we bring order to your fi nances so you
can achieve a better quality of life You can always count on us to be here when you need us for valued counsel honest opinions or economic insight After all we believe therersquos more to a fi nancial advisor than strong performance and we will deliver more
13922 Denver West Parkway Suite 150 bull Golden CO 80401Office (303) 277-9977
infodccmailnet bull wwwdestinycapitalcorporationcom
Securities Offered through Destiny Capital Securities Corporation member FINRASIPC
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2013 Five Star Wealth
Man
agers
FS 12 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Pat A EricksonPlan Wisely bull Invest With Confi dence bull Enjoy Life
Securing Your Financial Future and Providing Peace of Mind
Left to right Seated Misty Oxford Brooke WalterStanding Katie Stone three-year winner Pat Erickson
bull More than 30 years of industry experiencebull Providing insight discipline and objectivitybull Protecting and preserving your family wealth
At Cascade we recognize that money means diff erent things to diff erent people No two investors are alike and no cookie-cutter approach will achieve the goals that are important to you Pat works with an expert team to design your unique road map to fi nancial security
950 17th Street Suite 950 bull Denver CO 80202 | 4710 Table Mesa Drive bull Boulder CO 80305Office (303) 292-1121 bull Toll-free (800) 353-0050
pericksoncascade-inccom bull wwwcascade-inccom
Securities offered through Cascade Financial Management Inc Member MSRBFINRASECAdvisory services offered through Cascade Financial Management Inc
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 13
Special advertiSing Section
G5 Financial GroupThe Power of Experience
Left to right Three-year winner Scott Forsyth CFPreg Managing Principal G5 Financial Group 2013 winner Lawrence Finch CPA Managing Principal G5 Financial Group
bull Comprehensive wealth management pre- and post-retirement income planningbull Financial planning proactive tactical asset management insurance planningbull Wealth accumulation preservation and transfer strategies
The G5 Financial Grouprsquos premise is simple yet rare combine many minds years of experience wisdom talent and skill in order to be more eff ective at solving your unique issues and better meet your needs With more than 20 investment and insurance professionals up and down the front range from
Colorado Springs to Fort Collins the G5 Financial Group off ers the full array of services found in the large national brokerage fi rms while still maintaining the personalized private attention expected from an independent advisor
5613 DTC Parkway Suite 1200 bull Greenwood Village CO 80111Office (303) 721-0691 bull Toll-free (888) 705-7604
scottforsythg5financialgroupcom bull larryfinchg5financialgroupcom bull wwwg5financialgroupcom
Securities and Advisory Services offered through Geneos Wealth Management Inc Member FINRASIPCAdvisory Services offered through G5 Financial Group RIA LLC and Financial Design and Management SEC-Registered Investment Advisors
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2013 Five Star Wealth
Man
agers
FS 14 mdash wwwfivestarprofessionalcom
Special advertiSing Section
The Hauer Group at Morgan StanleyAchieving Your Goals Is Our Objective
Comprehensive Wealth Management
Left to right Three-year winner Todd M Hauer CIMAreg Senior Vice President Wealth Advisor Tonya Krueger Senior Registered Associate Martin Agebrand CFPreg Financial Advisor
bull Helping you build your plan for tomorrow todaybull Investment advisory diversifi cation and hedging strategies tailored lendingbull Philanthropy and wealth transfer consulting
Your investments are not just about your money They are also about your hard work your dreams your aspirations your family and your future We are committed to understanding you your needs and objectives Together we will help you create a fi nancial strategy that addresses short- and long-term goals Then at every turn we will be here for you advising and adjusting strategies along the way
Todd is pleased to be selected for the Five Star Wealth Manager award a third consecutive year We are grateful to all our valued clients who made it possible
5251 DTC Parkway Suite 1500 bull Greenwood Village CO 80111Office (720) 488-2406 bull Toll-free (800) 347-5099
toddhauermorganstanleycom bull wwwmorganstanleyfacomtoddhauer
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 15
Special advertiSing Section
Kean O Boucher
A Comprehensive Independentand Unbiased Approach
bull Comprehensive wealth management
bull Personalized estate planning
bull Customized retirement strategies
Two-year winner Kean O Boucher Private Wealth ManagerLPL Branch Manager
Mitigating and managing risk is fundamental to any wealth management plan With you we will create strategies that position your assets to take advantage of opportunity and to help protect those assets should the investing environment deteriorate Boucher Wealth Management Group is a comprehensive fi nancial services fi rm committed to helping you improve your long-term fi nancial success through a rational and well-reasoned approach to wealth management and estate planning
4600 South Syracuse Street 9th Floor bull Denver CO 80237230 Center Drive bull Glenwood Springs CO 81601
Toll-free (800) 318-8840
keanboucherlplcomboucherwmgcom
Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor Member FINRASIPC Advertisement sponsored in part by Lincoln Financial Distributors
Two-
Year
Winn
er
Daniel Cook and Jesse Morris
Helping Our Clients Navigate the Path to a Better More Secure Future
bull Providing customized fi nancial solutions
bull Passionately pursue excellence
bull Providing an exceptional client experience
Left to right 2013 winner Jesse Morris AIFreg CFSreg and two-year winner Daniel Cook AIFreg CFPreg
We are both honored to have received this award At Summit Wealth Group we believe fi nancial planning is not an end unto itself Rather by providing our clients with customized fi nancial solutions we help them pursue the real goal of achieving their hopes and dreams Whether it is spending more time with the grandkids becoming a ldquoscratchrdquo golfer or supporting a favorite charity Summit Wealth Group exists so our clients can devote their time and energy to pursuing life
9360 Station Street Suite 400 Lone Tree CO 80124
Offi ce (303) 688-6499
jmorrissummitwealthgroupcom dcooksummitwealthgroupcom
wwwsummitwealthgroupcom
Securities and Advisory Services offered through Commonwealth Financial Networkreg Member FINRASIPC a Registered Investment Adviser Fixed insurance products and services offered by Summit Wealth Group are separate and unrelated to Commonwealth
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Special advertiSing Section
James M Graham IV
Passionately Enriching theLives of Our Clients
bull We off er a lifetime fi nancial-focusing program to help our clients make wise decisions with their wealth
bull Relationship capability confi dence
Left to right Je Shafer CPA Aaron Huntoon MBA CRPCreg Lene Graham two-year winner Jay Graham MBA CRPCreg
This recognition provides a unique opportunity to say thank you to our clients We greatly appreciate the confi dence you have placed in us and we are very mindful of the impact our work has on your fi nancial future Listening to your goals and dreams and then creating a customized fi nancial plan to give you a greater opportunity for success is extremely rewarding for us We look forward to continuing to help you build your fi nancial future
mdash With appreciation the McCrea Allen team
8055 East Tufts Avenue Suite 1400Denver CO 80237
Offi ce (303) 714-4761
jaygrahamLFGcomwwwmccreaallencom
James McCrea Graham IV is a registered representative of Lincoln Financial Advisors Corp Securities and investment advisory services offered through Lincoln Financial Advisors Corp a brokerdealer (member SIPC) and registered investment advisor Insurance offered through Lincoln affiliates and other fine companies CRN201308-2083990
McCrea Allen is not an affiliate of Lincoln Financial Advisors Corp
Two-
Year
Winn
er
The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately-held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Gary A Peterson CRPCreg Vice President ndash Financial Advisor Elyse Baker Registered Associate Manda Neuman Intern Ron A Zimmermann CFPreg CPWAreg Vice President ndash Financial Advisor
The philosophy of the Falcon Group with Five Star Wealth Manager Gary Peterson is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while providing our clients with an acceptable rate of return Generally we manage portfolios tactically to control risk and generate returns consistent with the customized goals and objectives of our clients
370 17th Street Suite 2800Denver CO 80202
Offi ce (303) 572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstances from an independent tax advisorcopy2013 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 17
Special advertiSing Section
Garret T Jett
Your Wealth Your FutureOur Focal Point
bull Disciplined investment approach based on modern portfolio theory overlaid with technical trend analysis security selection and a tactical allocation for a sophisticated approach to risk management
Left to right Two-year winner Ryan Murphy Kathleen Leopold four-year winner Garret T Jett Financial Advisor Associate Vice President APMASM Gregory Dexter
As a fi nancial advisor my mission is to help you plan for the fi nancial future you envision for yourself and your family My practice works with you to create a plan that simplifi es your overall fi nancial picture Our team uses todayrsquos technology to integrate a sophisticated wealth management program with an emphasis on risk management while striving to set ourselves apart from our competition The goal of this system is to provide you with the confi dence needed to navigate through the ldquonew-normal economyrdquo and prepare for the certainty of uncertainty in life We inform our clients on their investment options for the issues that matter most while adhering to our integrity and ethics
10375 Park Meadows Drive Suite 125Lone Tree CO 80124
Offi ce (303) 222-2612 Ext 2612Toll-free (800) 332-9222 Ext 2612
gjettampfcomameripriseadvisorscomgarrettjett
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Asset allocation does not assure a profit or protect against loss in declining markets
Jerry L Gruber
A Comprehensive Integrated Disciplined Approach
bull A strategy-fi rst approach
bull Dedicated and unbiased service and advice
bull Building lasting client relationships
Left to right Terri Tillotson Offi ce ManagerExecutive Assistant Jody Hinsey Partner 2013 winner Jerry L Gruber Certifi ed Wealth Strategist CLUreg ChFCreg CWS Owner Partner Mary Ann Perez Marketing Coordinator
We are an independent fi nancial planning fi rm and are not tied to any single company or product
The fi rst step in our relationship begins with developing a customized written strategy for each client Once we agree on your strategy we search the universe for the most appropriate fi nancial solutions for you Then we implement review and monitor the strategies to make sure you stay on track toward your personal and fi nancial goals and objectives
68 Inverness Lane East Suite 104Englewood CO 80112
Offi ce (303) 290-6113Toll-free (888) 290-6117
jgrubergreenbookwmcomwwwgreenbookwmcom
Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inccopy Five Star
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sional
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2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Johnson Host Investment Group
Expertise You Can Trust
bull Committed to placing our clients fi rst
bull Focused on retirement and income solutions
bull Working in partnership with our community
Left to right Shea Macias Senior Investment Associate four-year winner Charlie Host Associate Vice President ndash Financial Advisor2013 winner Jackie Johnson Vice President ndash Financial Advisor
At Johnson Host Investment Group we are dedicated to earning our clientsrsquo trust by taking the time to get to know them and their families We discuss what is important to them and utilize this information to build individualized wealth management plans that are as unique as they are
Jackie and Charlie both received the Five Star Wealth Manager award in 2013
1200 17th Street Suite 2200Denver CO 80202
Jackie Johnson (303) 595-1102Charlie Host (303) 595-1193Shea Macias (303) 595-1123
wwwjohnsonhostinvestmentgroupcom
Kummer Financial Advisors Team
Helping to Align Your Goals for a Successful Future
bull Creating ethical solutions for more than 26 years
bull Objective personal guidance holistic plannin g
bull Tailored wealth accumulation strategies
Left to right Phil Wilson Julie Fletcher four-year winner Patricia Kummer Greg Richards
A dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy
Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Our full-service team can provide personal attention to your specifi c needs
Our mission is to provide fi nancial services education and advice to professionals and families to better enable them to achieve peace of mind and fi nancial security
8871 Ridgeline Boulevard Suite 100 Highlands Ranch CO 80129
Phone (303) 470-1209
clientservicekummerfi nancialcom wwwKummerFinancialcom
Kummer Financial Strategies Inc is an independent Registered Investment Advisory firm
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 19
Special advertiSing Section
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCO ve-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the fi fth
straight year
4600 South Syracuse Street Suite 1060 Denver CO 80237
Offi ce (303) 757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
WINNER
Life Transition Planners
Innovative Solutions to Navigate Lifersquos Transitions
bull Caring experienced and dedicated
bull Solid principles sound strategies
bull Your goals our mission
Left to right Three-year winner Bob Holland CFPreg 2012 winner Deb Johnson ChFCreg CDFAtrade and ve-year winner Gary Sidder CFPreg
LTP is a fee-based comprehensive fi nancial planning and wealth management practice All of our clients get the benefi ts of a full fi nancial plan before we recommend any course of action beginning with the end in mind As fi duciaries we strive to place the interest of our clients ahead of our own at all times Building lasting relationships and helping our clients to meet their fi nancial and life goals such as wealth accumulation and retirement distribution strategies are the foundations of our practice We are passionate about educating our clients and helping them succeed
Life Transition Planners Inc7631 Shaff er Parkway Suite A bull Littleton CO 80127-3011
Phone (303) 933-6226 bull Toll-free (800) 926-3302
bobhollandlifetransitionplannerscomgarylifetransitionplannerscomdeblifetransitionplannerscomwwwlifetransitionplannerscom
wwwrhollandretirementtimecom
CERTIFIED FINANCIAL PLANNERtrade practitioner as authorized by the Certified Financial Planner Board of StandardsSecurities and Investment Advisory Services offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Life Transition Planners Inc
WINNER
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2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Daniel J Predovich
Solutions for Complexity
bull Tax planning and preparation
bull Accounting and bookkeeping
bull Financial services
Two-year winner Daniel J Predovich CPA CFE CFF CITP
We are privileged to live in Colorado and like our clients take full advantage of what Colorado has to off er This shared interest allows us to profoundly connect with clients We look forward to explaining to you the complexities of tax and fi nance in nontechnical terms We work side-by-side with your fi nancial advisors to manage your fi nancial world Our success is a direct measure of our large-fi rm resources molded around small-fi rm friendliness
1745 Shea Center Drive Suite 360 Highlands Ranch CO 80129
Offi ce (303) 791-3000Fax (303) 791-0665
JBolgrendpredovichcomwwwdpredovichcom
Two-
Year
Winn
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Meridian Wealth Management
Unbiased and Independent
bull Working together on lifersquos ldquowhat ifsrdquo
bull Independence powered by LPL Financial
bull Trusted guidance exceptional service
Left to right Two-year winner Richard Weintraub three-year winner Richard Mowertwo-year winner Tanya Mathews four-year winner David Hansen
It is a great honor for all four partners in Meridian Wealth Management to again receive the coveted Five Star Wealth Manager award
As an independent fi rm we provide truly unbiased investment advice and highly personalized service Founded by seasoned and accomplished investment advisors our fi rm intentionally serves a limited number of valued clients Serving fewer clients lets us develop intimate relationships and create multigenerational trust
4430 Arapahoe Avenue Suite 210Boulder CO 80303
Boulder (720) 274-1656Denver (303) 357-4741
meridianteamcom
Securities offered through LPL Financial member FINRASIPC Investment advice offered through Meridian Wealth Management a registered investment advisor and separate entity from LPL Financialcopy Five
Star Pro
fessio
nal
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 21
Special advertiSing Section
Catherine Stahl Scheuber
You the Client Are the Greatest Asset in Our Business
bull Listening understanding implementing mdash our process
bull Trust confi dentiality quality service mdash focused on you
bull Let us assist you in your fi nancial journey
Left to right 2013 winner Catherine Stahl Scheuber CRPCreg 2009 winner Carshon Rodgers
It is an honor to receive this recognition With more than 30 years of experience in the fi nancial services industry I have navigated through numerous market cycles Together my clients and I have weathered the ups and downs It is managing
reasonable expectations that make us successful Thanks to each of you for your trust It is my passion to assist people in hopes of addressing their fi nancial goals I assist high-net-worth individuals and it is my pleasure
5201 South Yosemite Street Suite 201Greenwood Village CO 80111
Offi ce (303) 963-5705
catherinescheuberlplcom wwwcatherinescheubercom
Securities and Financial Planning offered through LPL Financial a registered Investment Advisor Member FINRASIPC
Sandon Purcell
A Team Approach to Assist
bull More than 60 years of combined experience
bull Multigenerational services
bull D ividend-oriented income strategies
Left to right Loretta Freelong Client Services Manager two-year winner Sandon ldquoSandyrdquo Purcell Branch Manager Daniel ldquoDanrdquo Andrews Financial Advisor
It is our mission to always be committed to our core values of client service integrity and honest advice Having the support of a large fi rm like Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone combined with our independent spirit we believe we are able to off er our clients the very best possible experience
Call us today for a complimentary fi nancial analysis
Purcell Capital Management5299 DTC Boulevard Suite 210Greenwood Village CO 80111
Offi ce (303) 800-3350Toll-free (888) 338-4713
sandonpurcellwfafi netcom wwwpurcellcapitalcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank
affiliate of Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0813-05666]
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Special advertiSing Section
TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Four-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Registered CSA
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 26 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 23 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120 Boulder CO 80302
Kristy (303) 545-1844Noel (303) 545-1845
kristytochiharamorganstanleycom wwwmorganstanleyfacomtochiharaculberso n
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Tom Stefaniak
Investing for Your Best Interest
bull Face-to-face meetings
bull Personalized fi nancial planning
bull Surge and protect investment strategy
2009 2010 2011 2012 and 2013 winner Tom Stefaniak
ldquoOn behalf of all of us at Pinnacle Wealth Management I would like to thank our clients for the trust they have placed in us We truly appreciate itrdquo mdash Tom Stefaniak
Tom Stefaniak is dedicated to developing long-term relationships to provide outstanding client service and accessibility to assist clients with a wide range of fi nancial needs
Tom Stefaniak has been a CERTIFIED FINANCIAL PLANNERtrade practitioner since 1990 and has more than 25 years of experience in the fi nancial services industry
2696 South Colorado Boulevard Suite 430 Denver CO 80222
Offi ce (303) 806-0988
tompinnaclewmcom wwwpinnaclewmcom
Securities offered through LPL Financial ndash Member FINRASIPC ndash Investment Advice offered through Pinnacle Wealth Management a Registered Investment Advisor and a separate entity from LPL Financial
WINNER
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 23
Special advertiSing Section
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce (303) 689-7424Toll-free (800) 991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 years I have been helping clients develop fi nancial planning strategies that address multigenerational planning as well as day-to-day needs My talented team and I strive to enhance our clientsrsquo abilities to make fi nancial and investment decisions
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Private Weath AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
WINNER
John Cox
370 17th St Ste 5100Denver CO 80202
Offi ce (303) 595-2125Toll-free (800) 767-9983johncoxmorganstanleycom
bull Discretionary active account managerbull Average relationship duration 19 yearsbull 30 years as an investment professional
Relationships for the Long Run
In this new era of economic uncertainty the traditional approach to long-term investing needs to be questioned With more than 30 years as an investment professional and asset manager John utilizes active management risk strategies and discipline to build and protect client assets This approach has resulted in relationships that last through generations Is active account management for you
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Portfolio Manager Financial Advisor
Transitions Wealth Management TeamWealth Management Through a
Comprehensive Five-Step Process
bull Simple and elegant wealth management
bull Disciplined approach to our process
bull Collaborative needs-based solutions
Left to right Five-year winner Bruce Bendell CPA PFS three-year winner Josh Lozow two-year winner Michael Simmons CFPreg four-year winner Richard Negreann CPA PFS
Transitions Wealth Management LLC assists those experiencing life transitions (widows divorce retirement inheritance and liquidity events) to make intelligent decisions with their fi nances through a comprehensive fi ve-step process We do this by acting as your personal wealth manager We use a consultative process to identify your current fi nancial situation and challenges and then design solutions intended to help you achieve your most important goals
8101 East Prentice Avenue Suite 800Greenwood Village CO 80111
Phone (303) 221-4867 Toll-free (800) 230-2941
infotransitionswmcom wwwtransitionswmcom
Registered Investment Advisor Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability Transitions Wealth Management LLC and the Five Star program are not affiliated
WINNER
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2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340 Ext 2Direct (720) 209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
Personalized Financial Planning
Blending integrity hard work and a willingness to listen to each client like he or she is the only investor in the world Melissa Dyer is dedicated to assisting her clients in reaching their fi nancial goals She uses a hands-on approach when working with clients meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives Five Star Wealth Manager 2012 and 2013
Securities o ered through Raymond James Financial Services Inc Member FINRASIPC The Five Star award is bestowed by an independent third party organization not a liated with Raymond James
CERTIFIED FINANCIAL PLANNERtrade MBA
Two-
Year
Winn
er
Samantha Ediger
15 S Main StBrighton CO 80601
Offi ce (303) 659-5532samanthaledigerwellsfargocomwwwwfadvisorscomsamanthalediger
bull Honest well-thought-out advice bull Custom-tailored investment planning bull Client-focused relationship management
Client-Focused Wealth Management
During my 23 years in fi nancial services I have helped families grow wealth improve retirement lifestyles and preserve income I save you time simplify complex issues and help manage transitions
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC is a registered broker-dealer and a separate non-bank
affiliate of Wells Fargo amp Company Member SIPC [CAR 0813-04471]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor Assistant Vice President ndash Investments
Joseph Kozmata
Raymond James Financial Services 10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340
Josephkozmataraymondjamescom
RaymondJamescomJosephKozmata
bull Comprehensive wealth managementbull Investments tailored to clientsrsquo objectivesbull Personalized service
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade and Chartered Financial Analystreg credentials Joe focuses his eff orts on managing and preserving his clientsrsquo wealth for their fi nancial future He works with his clientsrsquo CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 and 2013
Securities offered through Raymond James Financial Services Inc Member FINRASIPC This Five Star Wealth Manager award is bestowed by an independent third party
organization not affiliated with Raymond James
CFPreg CFAreg
Two-
Year
Winn
er
Gary Mangelsdorf
LPL Financial 14143 Denver W Pkwy Ste 510 Golden CO 80401
Offi ce (303) 393-2378
garymangelsdorflplcom wwwColoradoFinancialPartnerscom
bull Comprehensive fi nancial planning bull Unparalleled client service bull Solid unbiased advice
Your Needs Come First
In todays complex fi nancial environment timely insights and prudent guidance are essential for eff ectively managing personal assets and achieving fi nancial success Over the past 25 years Gary has developed a proprietary asset-allocation model designed to match a clients short- and long-term goals with their tolerance to risk His dedication and experience can help you pursue greater fi nancial well-being Contact Gary today for a free no-obligation consultation
Securities and Financial Planning offered through LPL Finanical a Registered Investment Advisor Member FINRASIPC
Financial Advisor
WINNER
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 25
Special advertiSing Section
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80206Phone (303) 331-6434elizabethoingfpcomwwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
Integrity bull Excellence bull Commitment
Elizabeth has an impressive reputation for objective intelligent highly-personalized service Her integrity and experience enable her to deliver eff ective plans that refl ect her clientsrsquo values personal objectives and long-term goals Her breadth of knowledge makes her a trusted fi nancial advisor able to inform motivate and advise clients so they are best positioned for success and peace of mind
Securities and investment advisory services o ered through ING Financial Partners Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by ING Financial Partners
Financial Advisor MBA University of Colorado
Mark Sindrich
1490 South Pearl St Denver CO 80210 Offi ce (303) 744-8899 Toll-free (800) 825-8259 infosindrichcom wwwsindrichcom
bull Clarity confi dence consensus accountability bull Answers to the ldquowhat ifsrdquo that keep you up at night bull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions to each of our clientrsquos unique fi nancial needs that are clear and simple We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Sindrich amp Associates or
Five Star Professional NFP Securities Inc does not provide legal or tax advice
CERTIFIED FINANCIAL PLANNERtrade
Carrie Steinert
1600 Broadway Denver CO 80202 Direct (303) 864-7264 Cell (303) 507-4644 csteinertcsbtcom wwwcsbtcom
bull Relationships built on trust integrity and objective advice bull Customized wealth management solutions bull Easy-to-understand fi nancial strategies
Long Live Personal Relationships
Carrie off ers an array of comprehensive wealth management services designed to meet the needs of high-net-worth individuals families and business owners Every client enjoys a one-on-one relationship to address individual fi nancial priorities For more than 20 years Carrie has delivered an experienced disciplined approach to providing customized solutions for clients Call Carrie Steinert to discuss your fi nancial future
copy2013 Colorado State Bank and Trust a division of BOKF NA Member FDIC Equal Opportunity Lender
Vice President Client Advisor CTFA Series 7 66 ndash IAR Ins
S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce (303) 200-1441Cell (719) 210-6817toddwarburtonraymondjamescom
FrontRangeFinancialConsultingcom
bull Retirement planning bull Custom portfolio management bull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President ndash InvestmentsBranch Manager
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Profes
sional
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Profes
sional
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2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Special advertiSing Section
8742 Lucent Blvd Ste 600 Highlands Ranch CO 80129 Office (303) 305-5446 randyandersonaxa-advisorscom wwwrjandersonfinancialcom
Randy J Anderson
I provide financial services to help people clarify and define their financial goals recommend strategies that fit their needs and monitor their financial progress
Randy Anderson o ers securities through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity and
insurance products o ered through AXA Network LLC RJ Anderson Financial LLC is not owned or operated by AXA
Advisors or AXA Network AGE-80340(0912)(exp0914)
Financial Professional CFPreg
WINNER
5105 DTC Pkwy Ste 316Greenwood Village CO 80111Office (303) 220-5525 Toll-free (800) 898-5450willisintegrafinancialwswwwintegrafinancialws
Willis Ashby
With more than 30 years of experience Willis offers trusted personalized and value-based financial planning services to help you achieve your goals and minimize risk throughout the changing stages of your life As an independent advisory firm there are no conflicts of interest with banks or a brokerdealer We work only for you
President and CFPreg
4643 S Ulster St Ste 1350Denver CO 80237Office (303) 200-1440Cell (303) 829-4790PaulaBoykaraymondjamescomFrontRangeFinancialConsultingcom
Paula Boyka
Understanding your visionWe believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of appropriate asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President Investments
14143 Denver W Pkwy Ste 510 Golden CO 80401 Direct (303) 942-1717 Office (720) 445-7294 christopherbruhllplcom wwwmyfinancialdynamicscom
Christopher P Bruhl
Our goal at Financial Dynamics LLC is to coordinate both investment and risk management strategies crafting effective multidisciplinary financial plans for business owners self-employed professionals and their key people
Securities amp Financial Planning o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Wealth Advisor ChFCreg CLUreg CFPreg
50 S Steele St Ste 850Denver CO 80209Office (303) 377-7327Phone (800) 313-7239barrybrunerwedbushcom
Barry Bruner
Barry helps his clients achieve their financial g o a l s b y d e s i g n i n g i nv e s t m e n t a n d retirement strategies specific to their needs and objectives He focuses on building long-term relationships with his clients while consistently using a prudent approach to investing
wwwwedbushcom | Member NYSEFINRASIPC
Senior Vice President Investments
Two-
Year
Winn
er
2229 S Joliet WayAurora CO 80014Direct (303) 306-6639katiecollinslplcomwwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 29 years of experience Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
650 S Cherry St Ste 710Denver CO 80246Phone (303) 355-8500frankcoloradoelderlawcom
Frank J Danzo III
Frank has committed his law practice to planning and implementing specialized estate plans for individuals and families Frank is a member of the trust and estate and elder law sections of the Colorado Bar Association and the Denver Estate Planning Council
EstateBusiness Planning Elder Law
370 17th St Ste 2800Denver CO 80202Phone (303) 572-4825phildispensemorganstanleycom
Phil Dispense
Phil has 17 years of experience in retirement planning custom portfolio management and company retirement plansFive Star award winner 2009 ndash 2013
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor CFPreg Chartered Retirement Plans Specialist
WINNER
Daniel C Doherty PC 357 Main StLongmont CO 80501Phone (303) 532-2880Fax (303) 532-2990danieldohertylawcom
Daniel C Doherty
Dan specializes in estate gift and income tax law the law of wills trusts and estates estate planning probate and trust settlement guardianship and conservatorship business formation planning and succession and charitable gifting and asset preservation strategies
JD LLM
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 27
Special advertiSing Section
7979 E Tufts Ave Ste 715Denver CO 80237Office (303) 689-7465patrickjanssenampfcom ameripriseadvisorscompatrickjanssen
Patrick H Janssen
As a Financial Advisor with a Certified Divorce Financial Analyst designation my goal is to help my clients succeed through the complex financial change and recovery that divorce can create
Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise
Financial Services Inc Member FINRA and SIPC
MBA CDFAtrade
3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom
Laurence J Kandel
On behalf of the entire firm I would like to thank our wonderful clients for their continued loyalty and partnership I look forward to our ongoing relationships and find them extremely rewarding
At Obermeyer Asset Management Company we are deeply committed to delivering a highly individualized approach and
sound thoughtful investment advice designed to preserve and grow our clientsrsquo net worth
Vice President Investments and Client Advisory
Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom
Damon L Kaplan
Thank you for this prestigious honor Dedication to clients is the foundation for building long-term relationships and strong partnershipsOur areas of focus include personal business and bankruptcy taxation estatebusiness planning
CPA
7400 E Orchard Rd Ste 120 Greenwood Village CO 80111 Phone (303) 683-9555 wnoycejrwalnutstreetcom
Bill Noyce
As an investment advisor representative with Walnut Street Securities Bill has built his practice around helping clients define achieve and grow their individual financial aspirations
Securities and investment advisory services o ered through registered representatives and investment advisor representatives
of Walnut Street Securities Inc Member FINRASIPC
Investment Advisor Representative
Hall amp Evans LLC1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom
Joyce H Nakamura
With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives Her areas of focus include estate planning trust and estate administration litigation and charitable and business succession planning
WINNER
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office (720) 836-4534
David W Moritz
I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg
1999 Broadway Ste 4000Denver CO 80202Office (303) 298-9600mfineheincpacomwwwHeinCPAcom
Mira Fineacute
Mira provides tax planning and compliance services to family business trusts and estates She assists clients with significant transactions retirement planning succession planning executive compensation planning estate planning exit planning and entity structuring and planning
National Director of Tax Operations
2000 S Colorado BlvdSte 2-630Denver CO 80222Phone (303) 779-2524sgordoncornerstoneassetscomwwwcornerstoneassetscom
Stephen Gordon
Long-term client relationships based on customized planning wealth management s t r a t e g i e s a n d p r o a c t i v e o n g o i n g maintenance Stephen has more than 17 years of experience providing financial services with an independent firm Investment Advisory Services o ered through CUE Financial Group Inc
an SEC-Registered Investment Advisor Branch o ce of and securities o ered through Foothill Securities Inc member FINRASIPC
President Registered Principal
WINNER
LPL Financial5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski
Tom Obarski
Thank you for this award for five years in a rowOur focus working toward the protection of retirement assets and investment education
Securities o ered through LPL Financial Member FINRASIPC
LPL Branch Manager
WINNER
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2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
Year
Winn
er
14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 11
Special advertiSing Section
Destiny CapitalManaging Family Wealth for Generations mdash Since 1977
Counselors to Clients for More Than Just Finances
Left to right Jarrod Musick three-year winner Steve Musick Mabel Pirner Judd Kramer Pat Kramer Ken Crabb
bull Taking a holistic view your personal strategic plan is createdbull We help you achieve freedom by delegating execution of your strategy to usbull As an independent we are able to implement your strategy entirely in-house
Finances are complex and often chaotic At Destiny Capital we look beyond money to help you achieve fi nancial vitality We get to know the complete you mdash your history your present and your future Then through a combination of planning and asset management we bring order to your fi nances so you
can achieve a better quality of life You can always count on us to be here when you need us for valued counsel honest opinions or economic insight After all we believe therersquos more to a fi nancial advisor than strong performance and we will deliver more
13922 Denver West Parkway Suite 150 bull Golden CO 80401Office (303) 277-9977
infodccmailnet bull wwwdestinycapitalcorporationcom
Securities Offered through Destiny Capital Securities Corporation member FINRASIPC
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2013 Five Star Wealth
Man
agers
FS 12 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Pat A EricksonPlan Wisely bull Invest With Confi dence bull Enjoy Life
Securing Your Financial Future and Providing Peace of Mind
Left to right Seated Misty Oxford Brooke WalterStanding Katie Stone three-year winner Pat Erickson
bull More than 30 years of industry experiencebull Providing insight discipline and objectivitybull Protecting and preserving your family wealth
At Cascade we recognize that money means diff erent things to diff erent people No two investors are alike and no cookie-cutter approach will achieve the goals that are important to you Pat works with an expert team to design your unique road map to fi nancial security
950 17th Street Suite 950 bull Denver CO 80202 | 4710 Table Mesa Drive bull Boulder CO 80305Office (303) 292-1121 bull Toll-free (800) 353-0050
pericksoncascade-inccom bull wwwcascade-inccom
Securities offered through Cascade Financial Management Inc Member MSRBFINRASECAdvisory services offered through Cascade Financial Management Inc
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 13
Special advertiSing Section
G5 Financial GroupThe Power of Experience
Left to right Three-year winner Scott Forsyth CFPreg Managing Principal G5 Financial Group 2013 winner Lawrence Finch CPA Managing Principal G5 Financial Group
bull Comprehensive wealth management pre- and post-retirement income planningbull Financial planning proactive tactical asset management insurance planningbull Wealth accumulation preservation and transfer strategies
The G5 Financial Grouprsquos premise is simple yet rare combine many minds years of experience wisdom talent and skill in order to be more eff ective at solving your unique issues and better meet your needs With more than 20 investment and insurance professionals up and down the front range from
Colorado Springs to Fort Collins the G5 Financial Group off ers the full array of services found in the large national brokerage fi rms while still maintaining the personalized private attention expected from an independent advisor
5613 DTC Parkway Suite 1200 bull Greenwood Village CO 80111Office (303) 721-0691 bull Toll-free (888) 705-7604
scottforsythg5financialgroupcom bull larryfinchg5financialgroupcom bull wwwg5financialgroupcom
Securities and Advisory Services offered through Geneos Wealth Management Inc Member FINRASIPCAdvisory Services offered through G5 Financial Group RIA LLC and Financial Design and Management SEC-Registered Investment Advisors
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2013 Five Star Wealth
Man
agers
FS 14 mdash wwwfivestarprofessionalcom
Special advertiSing Section
The Hauer Group at Morgan StanleyAchieving Your Goals Is Our Objective
Comprehensive Wealth Management
Left to right Three-year winner Todd M Hauer CIMAreg Senior Vice President Wealth Advisor Tonya Krueger Senior Registered Associate Martin Agebrand CFPreg Financial Advisor
bull Helping you build your plan for tomorrow todaybull Investment advisory diversifi cation and hedging strategies tailored lendingbull Philanthropy and wealth transfer consulting
Your investments are not just about your money They are also about your hard work your dreams your aspirations your family and your future We are committed to understanding you your needs and objectives Together we will help you create a fi nancial strategy that addresses short- and long-term goals Then at every turn we will be here for you advising and adjusting strategies along the way
Todd is pleased to be selected for the Five Star Wealth Manager award a third consecutive year We are grateful to all our valued clients who made it possible
5251 DTC Parkway Suite 1500 bull Greenwood Village CO 80111Office (720) 488-2406 bull Toll-free (800) 347-5099
toddhauermorganstanleycom bull wwwmorganstanleyfacomtoddhauer
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 15
Special advertiSing Section
Kean O Boucher
A Comprehensive Independentand Unbiased Approach
bull Comprehensive wealth management
bull Personalized estate planning
bull Customized retirement strategies
Two-year winner Kean O Boucher Private Wealth ManagerLPL Branch Manager
Mitigating and managing risk is fundamental to any wealth management plan With you we will create strategies that position your assets to take advantage of opportunity and to help protect those assets should the investing environment deteriorate Boucher Wealth Management Group is a comprehensive fi nancial services fi rm committed to helping you improve your long-term fi nancial success through a rational and well-reasoned approach to wealth management and estate planning
4600 South Syracuse Street 9th Floor bull Denver CO 80237230 Center Drive bull Glenwood Springs CO 81601
Toll-free (800) 318-8840
keanboucherlplcomboucherwmgcom
Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor Member FINRASIPC Advertisement sponsored in part by Lincoln Financial Distributors
Two-
Year
Winn
er
Daniel Cook and Jesse Morris
Helping Our Clients Navigate the Path to a Better More Secure Future
bull Providing customized fi nancial solutions
bull Passionately pursue excellence
bull Providing an exceptional client experience
Left to right 2013 winner Jesse Morris AIFreg CFSreg and two-year winner Daniel Cook AIFreg CFPreg
We are both honored to have received this award At Summit Wealth Group we believe fi nancial planning is not an end unto itself Rather by providing our clients with customized fi nancial solutions we help them pursue the real goal of achieving their hopes and dreams Whether it is spending more time with the grandkids becoming a ldquoscratchrdquo golfer or supporting a favorite charity Summit Wealth Group exists so our clients can devote their time and energy to pursuing life
9360 Station Street Suite 400 Lone Tree CO 80124
Offi ce (303) 688-6499
jmorrissummitwealthgroupcom dcooksummitwealthgroupcom
wwwsummitwealthgroupcom
Securities and Advisory Services offered through Commonwealth Financial Networkreg Member FINRASIPC a Registered Investment Adviser Fixed insurance products and services offered by Summit Wealth Group are separate and unrelated to Commonwealth
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Special advertiSing Section
James M Graham IV
Passionately Enriching theLives of Our Clients
bull We off er a lifetime fi nancial-focusing program to help our clients make wise decisions with their wealth
bull Relationship capability confi dence
Left to right Je Shafer CPA Aaron Huntoon MBA CRPCreg Lene Graham two-year winner Jay Graham MBA CRPCreg
This recognition provides a unique opportunity to say thank you to our clients We greatly appreciate the confi dence you have placed in us and we are very mindful of the impact our work has on your fi nancial future Listening to your goals and dreams and then creating a customized fi nancial plan to give you a greater opportunity for success is extremely rewarding for us We look forward to continuing to help you build your fi nancial future
mdash With appreciation the McCrea Allen team
8055 East Tufts Avenue Suite 1400Denver CO 80237
Offi ce (303) 714-4761
jaygrahamLFGcomwwwmccreaallencom
James McCrea Graham IV is a registered representative of Lincoln Financial Advisors Corp Securities and investment advisory services offered through Lincoln Financial Advisors Corp a brokerdealer (member SIPC) and registered investment advisor Insurance offered through Lincoln affiliates and other fine companies CRN201308-2083990
McCrea Allen is not an affiliate of Lincoln Financial Advisors Corp
Two-
Year
Winn
er
The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately-held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Gary A Peterson CRPCreg Vice President ndash Financial Advisor Elyse Baker Registered Associate Manda Neuman Intern Ron A Zimmermann CFPreg CPWAreg Vice President ndash Financial Advisor
The philosophy of the Falcon Group with Five Star Wealth Manager Gary Peterson is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while providing our clients with an acceptable rate of return Generally we manage portfolios tactically to control risk and generate returns consistent with the customized goals and objectives of our clients
370 17th Street Suite 2800Denver CO 80202
Offi ce (303) 572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstances from an independent tax advisorcopy2013 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 17
Special advertiSing Section
Garret T Jett
Your Wealth Your FutureOur Focal Point
bull Disciplined investment approach based on modern portfolio theory overlaid with technical trend analysis security selection and a tactical allocation for a sophisticated approach to risk management
Left to right Two-year winner Ryan Murphy Kathleen Leopold four-year winner Garret T Jett Financial Advisor Associate Vice President APMASM Gregory Dexter
As a fi nancial advisor my mission is to help you plan for the fi nancial future you envision for yourself and your family My practice works with you to create a plan that simplifi es your overall fi nancial picture Our team uses todayrsquos technology to integrate a sophisticated wealth management program with an emphasis on risk management while striving to set ourselves apart from our competition The goal of this system is to provide you with the confi dence needed to navigate through the ldquonew-normal economyrdquo and prepare for the certainty of uncertainty in life We inform our clients on their investment options for the issues that matter most while adhering to our integrity and ethics
10375 Park Meadows Drive Suite 125Lone Tree CO 80124
Offi ce (303) 222-2612 Ext 2612Toll-free (800) 332-9222 Ext 2612
gjettampfcomameripriseadvisorscomgarrettjett
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Asset allocation does not assure a profit or protect against loss in declining markets
Jerry L Gruber
A Comprehensive Integrated Disciplined Approach
bull A strategy-fi rst approach
bull Dedicated and unbiased service and advice
bull Building lasting client relationships
Left to right Terri Tillotson Offi ce ManagerExecutive Assistant Jody Hinsey Partner 2013 winner Jerry L Gruber Certifi ed Wealth Strategist CLUreg ChFCreg CWS Owner Partner Mary Ann Perez Marketing Coordinator
We are an independent fi nancial planning fi rm and are not tied to any single company or product
The fi rst step in our relationship begins with developing a customized written strategy for each client Once we agree on your strategy we search the universe for the most appropriate fi nancial solutions for you Then we implement review and monitor the strategies to make sure you stay on track toward your personal and fi nancial goals and objectives
68 Inverness Lane East Suite 104Englewood CO 80112
Offi ce (303) 290-6113Toll-free (888) 290-6117
jgrubergreenbookwmcomwwwgreenbookwmcom
Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inccopy Five Star
Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Johnson Host Investment Group
Expertise You Can Trust
bull Committed to placing our clients fi rst
bull Focused on retirement and income solutions
bull Working in partnership with our community
Left to right Shea Macias Senior Investment Associate four-year winner Charlie Host Associate Vice President ndash Financial Advisor2013 winner Jackie Johnson Vice President ndash Financial Advisor
At Johnson Host Investment Group we are dedicated to earning our clientsrsquo trust by taking the time to get to know them and their families We discuss what is important to them and utilize this information to build individualized wealth management plans that are as unique as they are
Jackie and Charlie both received the Five Star Wealth Manager award in 2013
1200 17th Street Suite 2200Denver CO 80202
Jackie Johnson (303) 595-1102Charlie Host (303) 595-1193Shea Macias (303) 595-1123
wwwjohnsonhostinvestmentgroupcom
Kummer Financial Advisors Team
Helping to Align Your Goals for a Successful Future
bull Creating ethical solutions for more than 26 years
bull Objective personal guidance holistic plannin g
bull Tailored wealth accumulation strategies
Left to right Phil Wilson Julie Fletcher four-year winner Patricia Kummer Greg Richards
A dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy
Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Our full-service team can provide personal attention to your specifi c needs
Our mission is to provide fi nancial services education and advice to professionals and families to better enable them to achieve peace of mind and fi nancial security
8871 Ridgeline Boulevard Suite 100 Highlands Ranch CO 80129
Phone (303) 470-1209
clientservicekummerfi nancialcom wwwKummerFinancialcom
Kummer Financial Strategies Inc is an independent Registered Investment Advisory firm
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Profes
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Profes
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 19
Special advertiSing Section
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCO ve-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the fi fth
straight year
4600 South Syracuse Street Suite 1060 Denver CO 80237
Offi ce (303) 757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
WINNER
Life Transition Planners
Innovative Solutions to Navigate Lifersquos Transitions
bull Caring experienced and dedicated
bull Solid principles sound strategies
bull Your goals our mission
Left to right Three-year winner Bob Holland CFPreg 2012 winner Deb Johnson ChFCreg CDFAtrade and ve-year winner Gary Sidder CFPreg
LTP is a fee-based comprehensive fi nancial planning and wealth management practice All of our clients get the benefi ts of a full fi nancial plan before we recommend any course of action beginning with the end in mind As fi duciaries we strive to place the interest of our clients ahead of our own at all times Building lasting relationships and helping our clients to meet their fi nancial and life goals such as wealth accumulation and retirement distribution strategies are the foundations of our practice We are passionate about educating our clients and helping them succeed
Life Transition Planners Inc7631 Shaff er Parkway Suite A bull Littleton CO 80127-3011
Phone (303) 933-6226 bull Toll-free (800) 926-3302
bobhollandlifetransitionplannerscomgarylifetransitionplannerscomdeblifetransitionplannerscomwwwlifetransitionplannerscom
wwwrhollandretirementtimecom
CERTIFIED FINANCIAL PLANNERtrade practitioner as authorized by the Certified Financial Planner Board of StandardsSecurities and Investment Advisory Services offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Life Transition Planners Inc
WINNER
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Daniel J Predovich
Solutions for Complexity
bull Tax planning and preparation
bull Accounting and bookkeeping
bull Financial services
Two-year winner Daniel J Predovich CPA CFE CFF CITP
We are privileged to live in Colorado and like our clients take full advantage of what Colorado has to off er This shared interest allows us to profoundly connect with clients We look forward to explaining to you the complexities of tax and fi nance in nontechnical terms We work side-by-side with your fi nancial advisors to manage your fi nancial world Our success is a direct measure of our large-fi rm resources molded around small-fi rm friendliness
1745 Shea Center Drive Suite 360 Highlands Ranch CO 80129
Offi ce (303) 791-3000Fax (303) 791-0665
JBolgrendpredovichcomwwwdpredovichcom
Two-
Year
Winn
er
Meridian Wealth Management
Unbiased and Independent
bull Working together on lifersquos ldquowhat ifsrdquo
bull Independence powered by LPL Financial
bull Trusted guidance exceptional service
Left to right Two-year winner Richard Weintraub three-year winner Richard Mowertwo-year winner Tanya Mathews four-year winner David Hansen
It is a great honor for all four partners in Meridian Wealth Management to again receive the coveted Five Star Wealth Manager award
As an independent fi rm we provide truly unbiased investment advice and highly personalized service Founded by seasoned and accomplished investment advisors our fi rm intentionally serves a limited number of valued clients Serving fewer clients lets us develop intimate relationships and create multigenerational trust
4430 Arapahoe Avenue Suite 210Boulder CO 80303
Boulder (720) 274-1656Denver (303) 357-4741
meridianteamcom
Securities offered through LPL Financial member FINRASIPC Investment advice offered through Meridian Wealth Management a registered investment advisor and separate entity from LPL Financialcopy Five
Star Pro
fessio
nal
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 21
Special advertiSing Section
Catherine Stahl Scheuber
You the Client Are the Greatest Asset in Our Business
bull Listening understanding implementing mdash our process
bull Trust confi dentiality quality service mdash focused on you
bull Let us assist you in your fi nancial journey
Left to right 2013 winner Catherine Stahl Scheuber CRPCreg 2009 winner Carshon Rodgers
It is an honor to receive this recognition With more than 30 years of experience in the fi nancial services industry I have navigated through numerous market cycles Together my clients and I have weathered the ups and downs It is managing
reasonable expectations that make us successful Thanks to each of you for your trust It is my passion to assist people in hopes of addressing their fi nancial goals I assist high-net-worth individuals and it is my pleasure
5201 South Yosemite Street Suite 201Greenwood Village CO 80111
Offi ce (303) 963-5705
catherinescheuberlplcom wwwcatherinescheubercom
Securities and Financial Planning offered through LPL Financial a registered Investment Advisor Member FINRASIPC
Sandon Purcell
A Team Approach to Assist
bull More than 60 years of combined experience
bull Multigenerational services
bull D ividend-oriented income strategies
Left to right Loretta Freelong Client Services Manager two-year winner Sandon ldquoSandyrdquo Purcell Branch Manager Daniel ldquoDanrdquo Andrews Financial Advisor
It is our mission to always be committed to our core values of client service integrity and honest advice Having the support of a large fi rm like Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone combined with our independent spirit we believe we are able to off er our clients the very best possible experience
Call us today for a complimentary fi nancial analysis
Purcell Capital Management5299 DTC Boulevard Suite 210Greenwood Village CO 80111
Offi ce (303) 800-3350Toll-free (888) 338-4713
sandonpurcellwfafi netcom wwwpurcellcapitalcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank
affiliate of Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0813-05666]
Two-
Year
Winn
er
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Profes
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2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Special advertiSing Section
TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Four-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Registered CSA
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 26 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 23 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120 Boulder CO 80302
Kristy (303) 545-1844Noel (303) 545-1845
kristytochiharamorganstanleycom wwwmorganstanleyfacomtochiharaculberso n
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Tom Stefaniak
Investing for Your Best Interest
bull Face-to-face meetings
bull Personalized fi nancial planning
bull Surge and protect investment strategy
2009 2010 2011 2012 and 2013 winner Tom Stefaniak
ldquoOn behalf of all of us at Pinnacle Wealth Management I would like to thank our clients for the trust they have placed in us We truly appreciate itrdquo mdash Tom Stefaniak
Tom Stefaniak is dedicated to developing long-term relationships to provide outstanding client service and accessibility to assist clients with a wide range of fi nancial needs
Tom Stefaniak has been a CERTIFIED FINANCIAL PLANNERtrade practitioner since 1990 and has more than 25 years of experience in the fi nancial services industry
2696 South Colorado Boulevard Suite 430 Denver CO 80222
Offi ce (303) 806-0988
tompinnaclewmcom wwwpinnaclewmcom
Securities offered through LPL Financial ndash Member FINRASIPC ndash Investment Advice offered through Pinnacle Wealth Management a Registered Investment Advisor and a separate entity from LPL Financial
WINNER
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 23
Special advertiSing Section
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce (303) 689-7424Toll-free (800) 991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 years I have been helping clients develop fi nancial planning strategies that address multigenerational planning as well as day-to-day needs My talented team and I strive to enhance our clientsrsquo abilities to make fi nancial and investment decisions
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Private Weath AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
WINNER
John Cox
370 17th St Ste 5100Denver CO 80202
Offi ce (303) 595-2125Toll-free (800) 767-9983johncoxmorganstanleycom
bull Discretionary active account managerbull Average relationship duration 19 yearsbull 30 years as an investment professional
Relationships for the Long Run
In this new era of economic uncertainty the traditional approach to long-term investing needs to be questioned With more than 30 years as an investment professional and asset manager John utilizes active management risk strategies and discipline to build and protect client assets This approach has resulted in relationships that last through generations Is active account management for you
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Portfolio Manager Financial Advisor
Transitions Wealth Management TeamWealth Management Through a
Comprehensive Five-Step Process
bull Simple and elegant wealth management
bull Disciplined approach to our process
bull Collaborative needs-based solutions
Left to right Five-year winner Bruce Bendell CPA PFS three-year winner Josh Lozow two-year winner Michael Simmons CFPreg four-year winner Richard Negreann CPA PFS
Transitions Wealth Management LLC assists those experiencing life transitions (widows divorce retirement inheritance and liquidity events) to make intelligent decisions with their fi nances through a comprehensive fi ve-step process We do this by acting as your personal wealth manager We use a consultative process to identify your current fi nancial situation and challenges and then design solutions intended to help you achieve your most important goals
8101 East Prentice Avenue Suite 800Greenwood Village CO 80111
Phone (303) 221-4867 Toll-free (800) 230-2941
infotransitionswmcom wwwtransitionswmcom
Registered Investment Advisor Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability Transitions Wealth Management LLC and the Five Star program are not affiliated
WINNER
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340 Ext 2Direct (720) 209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
Personalized Financial Planning
Blending integrity hard work and a willingness to listen to each client like he or she is the only investor in the world Melissa Dyer is dedicated to assisting her clients in reaching their fi nancial goals She uses a hands-on approach when working with clients meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives Five Star Wealth Manager 2012 and 2013
Securities o ered through Raymond James Financial Services Inc Member FINRASIPC The Five Star award is bestowed by an independent third party organization not a liated with Raymond James
CERTIFIED FINANCIAL PLANNERtrade MBA
Two-
Year
Winn
er
Samantha Ediger
15 S Main StBrighton CO 80601
Offi ce (303) 659-5532samanthaledigerwellsfargocomwwwwfadvisorscomsamanthalediger
bull Honest well-thought-out advice bull Custom-tailored investment planning bull Client-focused relationship management
Client-Focused Wealth Management
During my 23 years in fi nancial services I have helped families grow wealth improve retirement lifestyles and preserve income I save you time simplify complex issues and help manage transitions
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC is a registered broker-dealer and a separate non-bank
affiliate of Wells Fargo amp Company Member SIPC [CAR 0813-04471]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor Assistant Vice President ndash Investments
Joseph Kozmata
Raymond James Financial Services 10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340
Josephkozmataraymondjamescom
RaymondJamescomJosephKozmata
bull Comprehensive wealth managementbull Investments tailored to clientsrsquo objectivesbull Personalized service
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade and Chartered Financial Analystreg credentials Joe focuses his eff orts on managing and preserving his clientsrsquo wealth for their fi nancial future He works with his clientsrsquo CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 and 2013
Securities offered through Raymond James Financial Services Inc Member FINRASIPC This Five Star Wealth Manager award is bestowed by an independent third party
organization not affiliated with Raymond James
CFPreg CFAreg
Two-
Year
Winn
er
Gary Mangelsdorf
LPL Financial 14143 Denver W Pkwy Ste 510 Golden CO 80401
Offi ce (303) 393-2378
garymangelsdorflplcom wwwColoradoFinancialPartnerscom
bull Comprehensive fi nancial planning bull Unparalleled client service bull Solid unbiased advice
Your Needs Come First
In todays complex fi nancial environment timely insights and prudent guidance are essential for eff ectively managing personal assets and achieving fi nancial success Over the past 25 years Gary has developed a proprietary asset-allocation model designed to match a clients short- and long-term goals with their tolerance to risk His dedication and experience can help you pursue greater fi nancial well-being Contact Gary today for a free no-obligation consultation
Securities and Financial Planning offered through LPL Finanical a Registered Investment Advisor Member FINRASIPC
Financial Advisor
WINNER
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 25
Special advertiSing Section
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80206Phone (303) 331-6434elizabethoingfpcomwwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
Integrity bull Excellence bull Commitment
Elizabeth has an impressive reputation for objective intelligent highly-personalized service Her integrity and experience enable her to deliver eff ective plans that refl ect her clientsrsquo values personal objectives and long-term goals Her breadth of knowledge makes her a trusted fi nancial advisor able to inform motivate and advise clients so they are best positioned for success and peace of mind
Securities and investment advisory services o ered through ING Financial Partners Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by ING Financial Partners
Financial Advisor MBA University of Colorado
Mark Sindrich
1490 South Pearl St Denver CO 80210 Offi ce (303) 744-8899 Toll-free (800) 825-8259 infosindrichcom wwwsindrichcom
bull Clarity confi dence consensus accountability bull Answers to the ldquowhat ifsrdquo that keep you up at night bull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions to each of our clientrsquos unique fi nancial needs that are clear and simple We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Sindrich amp Associates or
Five Star Professional NFP Securities Inc does not provide legal or tax advice
CERTIFIED FINANCIAL PLANNERtrade
Carrie Steinert
1600 Broadway Denver CO 80202 Direct (303) 864-7264 Cell (303) 507-4644 csteinertcsbtcom wwwcsbtcom
bull Relationships built on trust integrity and objective advice bull Customized wealth management solutions bull Easy-to-understand fi nancial strategies
Long Live Personal Relationships
Carrie off ers an array of comprehensive wealth management services designed to meet the needs of high-net-worth individuals families and business owners Every client enjoys a one-on-one relationship to address individual fi nancial priorities For more than 20 years Carrie has delivered an experienced disciplined approach to providing customized solutions for clients Call Carrie Steinert to discuss your fi nancial future
copy2013 Colorado State Bank and Trust a division of BOKF NA Member FDIC Equal Opportunity Lender
Vice President Client Advisor CTFA Series 7 66 ndash IAR Ins
S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce (303) 200-1441Cell (719) 210-6817toddwarburtonraymondjamescom
FrontRangeFinancialConsultingcom
bull Retirement planning bull Custom portfolio management bull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President ndash InvestmentsBranch Manager
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Profes
sional
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Profes
sional
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sional
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sional
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sional
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Special advertiSing Section
8742 Lucent Blvd Ste 600 Highlands Ranch CO 80129 Office (303) 305-5446 randyandersonaxa-advisorscom wwwrjandersonfinancialcom
Randy J Anderson
I provide financial services to help people clarify and define their financial goals recommend strategies that fit their needs and monitor their financial progress
Randy Anderson o ers securities through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity and
insurance products o ered through AXA Network LLC RJ Anderson Financial LLC is not owned or operated by AXA
Advisors or AXA Network AGE-80340(0912)(exp0914)
Financial Professional CFPreg
WINNER
5105 DTC Pkwy Ste 316Greenwood Village CO 80111Office (303) 220-5525 Toll-free (800) 898-5450willisintegrafinancialwswwwintegrafinancialws
Willis Ashby
With more than 30 years of experience Willis offers trusted personalized and value-based financial planning services to help you achieve your goals and minimize risk throughout the changing stages of your life As an independent advisory firm there are no conflicts of interest with banks or a brokerdealer We work only for you
President and CFPreg
4643 S Ulster St Ste 1350Denver CO 80237Office (303) 200-1440Cell (303) 829-4790PaulaBoykaraymondjamescomFrontRangeFinancialConsultingcom
Paula Boyka
Understanding your visionWe believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of appropriate asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President Investments
14143 Denver W Pkwy Ste 510 Golden CO 80401 Direct (303) 942-1717 Office (720) 445-7294 christopherbruhllplcom wwwmyfinancialdynamicscom
Christopher P Bruhl
Our goal at Financial Dynamics LLC is to coordinate both investment and risk management strategies crafting effective multidisciplinary financial plans for business owners self-employed professionals and their key people
Securities amp Financial Planning o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Wealth Advisor ChFCreg CLUreg CFPreg
50 S Steele St Ste 850Denver CO 80209Office (303) 377-7327Phone (800) 313-7239barrybrunerwedbushcom
Barry Bruner
Barry helps his clients achieve their financial g o a l s b y d e s i g n i n g i nv e s t m e n t a n d retirement strategies specific to their needs and objectives He focuses on building long-term relationships with his clients while consistently using a prudent approach to investing
wwwwedbushcom | Member NYSEFINRASIPC
Senior Vice President Investments
Two-
Year
Winn
er
2229 S Joliet WayAurora CO 80014Direct (303) 306-6639katiecollinslplcomwwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 29 years of experience Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
650 S Cherry St Ste 710Denver CO 80246Phone (303) 355-8500frankcoloradoelderlawcom
Frank J Danzo III
Frank has committed his law practice to planning and implementing specialized estate plans for individuals and families Frank is a member of the trust and estate and elder law sections of the Colorado Bar Association and the Denver Estate Planning Council
EstateBusiness Planning Elder Law
370 17th St Ste 2800Denver CO 80202Phone (303) 572-4825phildispensemorganstanleycom
Phil Dispense
Phil has 17 years of experience in retirement planning custom portfolio management and company retirement plansFive Star award winner 2009 ndash 2013
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor CFPreg Chartered Retirement Plans Specialist
WINNER
Daniel C Doherty PC 357 Main StLongmont CO 80501Phone (303) 532-2880Fax (303) 532-2990danieldohertylawcom
Daniel C Doherty
Dan specializes in estate gift and income tax law the law of wills trusts and estates estate planning probate and trust settlement guardianship and conservatorship business formation planning and succession and charitable gifting and asset preservation strategies
JD LLM
Two-
Year
Winn
er
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Profes
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Profes
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 27
Special advertiSing Section
7979 E Tufts Ave Ste 715Denver CO 80237Office (303) 689-7465patrickjanssenampfcom ameripriseadvisorscompatrickjanssen
Patrick H Janssen
As a Financial Advisor with a Certified Divorce Financial Analyst designation my goal is to help my clients succeed through the complex financial change and recovery that divorce can create
Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise
Financial Services Inc Member FINRA and SIPC
MBA CDFAtrade
3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom
Laurence J Kandel
On behalf of the entire firm I would like to thank our wonderful clients for their continued loyalty and partnership I look forward to our ongoing relationships and find them extremely rewarding
At Obermeyer Asset Management Company we are deeply committed to delivering a highly individualized approach and
sound thoughtful investment advice designed to preserve and grow our clientsrsquo net worth
Vice President Investments and Client Advisory
Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom
Damon L Kaplan
Thank you for this prestigious honor Dedication to clients is the foundation for building long-term relationships and strong partnershipsOur areas of focus include personal business and bankruptcy taxation estatebusiness planning
CPA
7400 E Orchard Rd Ste 120 Greenwood Village CO 80111 Phone (303) 683-9555 wnoycejrwalnutstreetcom
Bill Noyce
As an investment advisor representative with Walnut Street Securities Bill has built his practice around helping clients define achieve and grow their individual financial aspirations
Securities and investment advisory services o ered through registered representatives and investment advisor representatives
of Walnut Street Securities Inc Member FINRASIPC
Investment Advisor Representative
Hall amp Evans LLC1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom
Joyce H Nakamura
With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives Her areas of focus include estate planning trust and estate administration litigation and charitable and business succession planning
WINNER
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office (720) 836-4534
David W Moritz
I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg
1999 Broadway Ste 4000Denver CO 80202Office (303) 298-9600mfineheincpacomwwwHeinCPAcom
Mira Fineacute
Mira provides tax planning and compliance services to family business trusts and estates She assists clients with significant transactions retirement planning succession planning executive compensation planning estate planning exit planning and entity structuring and planning
National Director of Tax Operations
2000 S Colorado BlvdSte 2-630Denver CO 80222Phone (303) 779-2524sgordoncornerstoneassetscomwwwcornerstoneassetscom
Stephen Gordon
Long-term client relationships based on customized planning wealth management s t r a t e g i e s a n d p r o a c t i v e o n g o i n g maintenance Stephen has more than 17 years of experience providing financial services with an independent firm Investment Advisory Services o ered through CUE Financial Group Inc
an SEC-Registered Investment Advisor Branch o ce of and securities o ered through Foothill Securities Inc member FINRASIPC
President Registered Principal
WINNER
LPL Financial5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski
Tom Obarski
Thank you for this award for five years in a rowOur focus working toward the protection of retirement assets and investment education
Securities o ered through LPL Financial Member FINRASIPC
LPL Branch Manager
WINNER
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2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
Year
Winn
er
14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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2013 Five Star Wealth
Man
agers
FS 12 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Pat A EricksonPlan Wisely bull Invest With Confi dence bull Enjoy Life
Securing Your Financial Future and Providing Peace of Mind
Left to right Seated Misty Oxford Brooke WalterStanding Katie Stone three-year winner Pat Erickson
bull More than 30 years of industry experiencebull Providing insight discipline and objectivitybull Protecting and preserving your family wealth
At Cascade we recognize that money means diff erent things to diff erent people No two investors are alike and no cookie-cutter approach will achieve the goals that are important to you Pat works with an expert team to design your unique road map to fi nancial security
950 17th Street Suite 950 bull Denver CO 80202 | 4710 Table Mesa Drive bull Boulder CO 80305Office (303) 292-1121 bull Toll-free (800) 353-0050
pericksoncascade-inccom bull wwwcascade-inccom
Securities offered through Cascade Financial Management Inc Member MSRBFINRASECAdvisory services offered through Cascade Financial Management Inc
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 13
Special advertiSing Section
G5 Financial GroupThe Power of Experience
Left to right Three-year winner Scott Forsyth CFPreg Managing Principal G5 Financial Group 2013 winner Lawrence Finch CPA Managing Principal G5 Financial Group
bull Comprehensive wealth management pre- and post-retirement income planningbull Financial planning proactive tactical asset management insurance planningbull Wealth accumulation preservation and transfer strategies
The G5 Financial Grouprsquos premise is simple yet rare combine many minds years of experience wisdom talent and skill in order to be more eff ective at solving your unique issues and better meet your needs With more than 20 investment and insurance professionals up and down the front range from
Colorado Springs to Fort Collins the G5 Financial Group off ers the full array of services found in the large national brokerage fi rms while still maintaining the personalized private attention expected from an independent advisor
5613 DTC Parkway Suite 1200 bull Greenwood Village CO 80111Office (303) 721-0691 bull Toll-free (888) 705-7604
scottforsythg5financialgroupcom bull larryfinchg5financialgroupcom bull wwwg5financialgroupcom
Securities and Advisory Services offered through Geneos Wealth Management Inc Member FINRASIPCAdvisory Services offered through G5 Financial Group RIA LLC and Financial Design and Management SEC-Registered Investment Advisors
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2013 Five Star Wealth
Man
agers
FS 14 mdash wwwfivestarprofessionalcom
Special advertiSing Section
The Hauer Group at Morgan StanleyAchieving Your Goals Is Our Objective
Comprehensive Wealth Management
Left to right Three-year winner Todd M Hauer CIMAreg Senior Vice President Wealth Advisor Tonya Krueger Senior Registered Associate Martin Agebrand CFPreg Financial Advisor
bull Helping you build your plan for tomorrow todaybull Investment advisory diversifi cation and hedging strategies tailored lendingbull Philanthropy and wealth transfer consulting
Your investments are not just about your money They are also about your hard work your dreams your aspirations your family and your future We are committed to understanding you your needs and objectives Together we will help you create a fi nancial strategy that addresses short- and long-term goals Then at every turn we will be here for you advising and adjusting strategies along the way
Todd is pleased to be selected for the Five Star Wealth Manager award a third consecutive year We are grateful to all our valued clients who made it possible
5251 DTC Parkway Suite 1500 bull Greenwood Village CO 80111Office (720) 488-2406 bull Toll-free (800) 347-5099
toddhauermorganstanleycom bull wwwmorganstanleyfacomtoddhauer
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 15
Special advertiSing Section
Kean O Boucher
A Comprehensive Independentand Unbiased Approach
bull Comprehensive wealth management
bull Personalized estate planning
bull Customized retirement strategies
Two-year winner Kean O Boucher Private Wealth ManagerLPL Branch Manager
Mitigating and managing risk is fundamental to any wealth management plan With you we will create strategies that position your assets to take advantage of opportunity and to help protect those assets should the investing environment deteriorate Boucher Wealth Management Group is a comprehensive fi nancial services fi rm committed to helping you improve your long-term fi nancial success through a rational and well-reasoned approach to wealth management and estate planning
4600 South Syracuse Street 9th Floor bull Denver CO 80237230 Center Drive bull Glenwood Springs CO 81601
Toll-free (800) 318-8840
keanboucherlplcomboucherwmgcom
Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor Member FINRASIPC Advertisement sponsored in part by Lincoln Financial Distributors
Two-
Year
Winn
er
Daniel Cook and Jesse Morris
Helping Our Clients Navigate the Path to a Better More Secure Future
bull Providing customized fi nancial solutions
bull Passionately pursue excellence
bull Providing an exceptional client experience
Left to right 2013 winner Jesse Morris AIFreg CFSreg and two-year winner Daniel Cook AIFreg CFPreg
We are both honored to have received this award At Summit Wealth Group we believe fi nancial planning is not an end unto itself Rather by providing our clients with customized fi nancial solutions we help them pursue the real goal of achieving their hopes and dreams Whether it is spending more time with the grandkids becoming a ldquoscratchrdquo golfer or supporting a favorite charity Summit Wealth Group exists so our clients can devote their time and energy to pursuing life
9360 Station Street Suite 400 Lone Tree CO 80124
Offi ce (303) 688-6499
jmorrissummitwealthgroupcom dcooksummitwealthgroupcom
wwwsummitwealthgroupcom
Securities and Advisory Services offered through Commonwealth Financial Networkreg Member FINRASIPC a Registered Investment Adviser Fixed insurance products and services offered by Summit Wealth Group are separate and unrelated to Commonwealth
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Special advertiSing Section
James M Graham IV
Passionately Enriching theLives of Our Clients
bull We off er a lifetime fi nancial-focusing program to help our clients make wise decisions with their wealth
bull Relationship capability confi dence
Left to right Je Shafer CPA Aaron Huntoon MBA CRPCreg Lene Graham two-year winner Jay Graham MBA CRPCreg
This recognition provides a unique opportunity to say thank you to our clients We greatly appreciate the confi dence you have placed in us and we are very mindful of the impact our work has on your fi nancial future Listening to your goals and dreams and then creating a customized fi nancial plan to give you a greater opportunity for success is extremely rewarding for us We look forward to continuing to help you build your fi nancial future
mdash With appreciation the McCrea Allen team
8055 East Tufts Avenue Suite 1400Denver CO 80237
Offi ce (303) 714-4761
jaygrahamLFGcomwwwmccreaallencom
James McCrea Graham IV is a registered representative of Lincoln Financial Advisors Corp Securities and investment advisory services offered through Lincoln Financial Advisors Corp a brokerdealer (member SIPC) and registered investment advisor Insurance offered through Lincoln affiliates and other fine companies CRN201308-2083990
McCrea Allen is not an affiliate of Lincoln Financial Advisors Corp
Two-
Year
Winn
er
The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately-held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Gary A Peterson CRPCreg Vice President ndash Financial Advisor Elyse Baker Registered Associate Manda Neuman Intern Ron A Zimmermann CFPreg CPWAreg Vice President ndash Financial Advisor
The philosophy of the Falcon Group with Five Star Wealth Manager Gary Peterson is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while providing our clients with an acceptable rate of return Generally we manage portfolios tactically to control risk and generate returns consistent with the customized goals and objectives of our clients
370 17th Street Suite 2800Denver CO 80202
Offi ce (303) 572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstances from an independent tax advisorcopy2013 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 17
Special advertiSing Section
Garret T Jett
Your Wealth Your FutureOur Focal Point
bull Disciplined investment approach based on modern portfolio theory overlaid with technical trend analysis security selection and a tactical allocation for a sophisticated approach to risk management
Left to right Two-year winner Ryan Murphy Kathleen Leopold four-year winner Garret T Jett Financial Advisor Associate Vice President APMASM Gregory Dexter
As a fi nancial advisor my mission is to help you plan for the fi nancial future you envision for yourself and your family My practice works with you to create a plan that simplifi es your overall fi nancial picture Our team uses todayrsquos technology to integrate a sophisticated wealth management program with an emphasis on risk management while striving to set ourselves apart from our competition The goal of this system is to provide you with the confi dence needed to navigate through the ldquonew-normal economyrdquo and prepare for the certainty of uncertainty in life We inform our clients on their investment options for the issues that matter most while adhering to our integrity and ethics
10375 Park Meadows Drive Suite 125Lone Tree CO 80124
Offi ce (303) 222-2612 Ext 2612Toll-free (800) 332-9222 Ext 2612
gjettampfcomameripriseadvisorscomgarrettjett
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Asset allocation does not assure a profit or protect against loss in declining markets
Jerry L Gruber
A Comprehensive Integrated Disciplined Approach
bull A strategy-fi rst approach
bull Dedicated and unbiased service and advice
bull Building lasting client relationships
Left to right Terri Tillotson Offi ce ManagerExecutive Assistant Jody Hinsey Partner 2013 winner Jerry L Gruber Certifi ed Wealth Strategist CLUreg ChFCreg CWS Owner Partner Mary Ann Perez Marketing Coordinator
We are an independent fi nancial planning fi rm and are not tied to any single company or product
The fi rst step in our relationship begins with developing a customized written strategy for each client Once we agree on your strategy we search the universe for the most appropriate fi nancial solutions for you Then we implement review and monitor the strategies to make sure you stay on track toward your personal and fi nancial goals and objectives
68 Inverness Lane East Suite 104Englewood CO 80112
Offi ce (303) 290-6113Toll-free (888) 290-6117
jgrubergreenbookwmcomwwwgreenbookwmcom
Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inccopy Five Star
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sional
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2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Johnson Host Investment Group
Expertise You Can Trust
bull Committed to placing our clients fi rst
bull Focused on retirement and income solutions
bull Working in partnership with our community
Left to right Shea Macias Senior Investment Associate four-year winner Charlie Host Associate Vice President ndash Financial Advisor2013 winner Jackie Johnson Vice President ndash Financial Advisor
At Johnson Host Investment Group we are dedicated to earning our clientsrsquo trust by taking the time to get to know them and their families We discuss what is important to them and utilize this information to build individualized wealth management plans that are as unique as they are
Jackie and Charlie both received the Five Star Wealth Manager award in 2013
1200 17th Street Suite 2200Denver CO 80202
Jackie Johnson (303) 595-1102Charlie Host (303) 595-1193Shea Macias (303) 595-1123
wwwjohnsonhostinvestmentgroupcom
Kummer Financial Advisors Team
Helping to Align Your Goals for a Successful Future
bull Creating ethical solutions for more than 26 years
bull Objective personal guidance holistic plannin g
bull Tailored wealth accumulation strategies
Left to right Phil Wilson Julie Fletcher four-year winner Patricia Kummer Greg Richards
A dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy
Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Our full-service team can provide personal attention to your specifi c needs
Our mission is to provide fi nancial services education and advice to professionals and families to better enable them to achieve peace of mind and fi nancial security
8871 Ridgeline Boulevard Suite 100 Highlands Ranch CO 80129
Phone (303) 470-1209
clientservicekummerfi nancialcom wwwKummerFinancialcom
Kummer Financial Strategies Inc is an independent Registered Investment Advisory firm
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 19
Special advertiSing Section
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCO ve-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the fi fth
straight year
4600 South Syracuse Street Suite 1060 Denver CO 80237
Offi ce (303) 757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
WINNER
Life Transition Planners
Innovative Solutions to Navigate Lifersquos Transitions
bull Caring experienced and dedicated
bull Solid principles sound strategies
bull Your goals our mission
Left to right Three-year winner Bob Holland CFPreg 2012 winner Deb Johnson ChFCreg CDFAtrade and ve-year winner Gary Sidder CFPreg
LTP is a fee-based comprehensive fi nancial planning and wealth management practice All of our clients get the benefi ts of a full fi nancial plan before we recommend any course of action beginning with the end in mind As fi duciaries we strive to place the interest of our clients ahead of our own at all times Building lasting relationships and helping our clients to meet their fi nancial and life goals such as wealth accumulation and retirement distribution strategies are the foundations of our practice We are passionate about educating our clients and helping them succeed
Life Transition Planners Inc7631 Shaff er Parkway Suite A bull Littleton CO 80127-3011
Phone (303) 933-6226 bull Toll-free (800) 926-3302
bobhollandlifetransitionplannerscomgarylifetransitionplannerscomdeblifetransitionplannerscomwwwlifetransitionplannerscom
wwwrhollandretirementtimecom
CERTIFIED FINANCIAL PLANNERtrade practitioner as authorized by the Certified Financial Planner Board of StandardsSecurities and Investment Advisory Services offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Life Transition Planners Inc
WINNER
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2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Daniel J Predovich
Solutions for Complexity
bull Tax planning and preparation
bull Accounting and bookkeeping
bull Financial services
Two-year winner Daniel J Predovich CPA CFE CFF CITP
We are privileged to live in Colorado and like our clients take full advantage of what Colorado has to off er This shared interest allows us to profoundly connect with clients We look forward to explaining to you the complexities of tax and fi nance in nontechnical terms We work side-by-side with your fi nancial advisors to manage your fi nancial world Our success is a direct measure of our large-fi rm resources molded around small-fi rm friendliness
1745 Shea Center Drive Suite 360 Highlands Ranch CO 80129
Offi ce (303) 791-3000Fax (303) 791-0665
JBolgrendpredovichcomwwwdpredovichcom
Two-
Year
Winn
er
Meridian Wealth Management
Unbiased and Independent
bull Working together on lifersquos ldquowhat ifsrdquo
bull Independence powered by LPL Financial
bull Trusted guidance exceptional service
Left to right Two-year winner Richard Weintraub three-year winner Richard Mowertwo-year winner Tanya Mathews four-year winner David Hansen
It is a great honor for all four partners in Meridian Wealth Management to again receive the coveted Five Star Wealth Manager award
As an independent fi rm we provide truly unbiased investment advice and highly personalized service Founded by seasoned and accomplished investment advisors our fi rm intentionally serves a limited number of valued clients Serving fewer clients lets us develop intimate relationships and create multigenerational trust
4430 Arapahoe Avenue Suite 210Boulder CO 80303
Boulder (720) 274-1656Denver (303) 357-4741
meridianteamcom
Securities offered through LPL Financial member FINRASIPC Investment advice offered through Meridian Wealth Management a registered investment advisor and separate entity from LPL Financialcopy Five
Star Pro
fessio
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 21
Special advertiSing Section
Catherine Stahl Scheuber
You the Client Are the Greatest Asset in Our Business
bull Listening understanding implementing mdash our process
bull Trust confi dentiality quality service mdash focused on you
bull Let us assist you in your fi nancial journey
Left to right 2013 winner Catherine Stahl Scheuber CRPCreg 2009 winner Carshon Rodgers
It is an honor to receive this recognition With more than 30 years of experience in the fi nancial services industry I have navigated through numerous market cycles Together my clients and I have weathered the ups and downs It is managing
reasonable expectations that make us successful Thanks to each of you for your trust It is my passion to assist people in hopes of addressing their fi nancial goals I assist high-net-worth individuals and it is my pleasure
5201 South Yosemite Street Suite 201Greenwood Village CO 80111
Offi ce (303) 963-5705
catherinescheuberlplcom wwwcatherinescheubercom
Securities and Financial Planning offered through LPL Financial a registered Investment Advisor Member FINRASIPC
Sandon Purcell
A Team Approach to Assist
bull More than 60 years of combined experience
bull Multigenerational services
bull D ividend-oriented income strategies
Left to right Loretta Freelong Client Services Manager two-year winner Sandon ldquoSandyrdquo Purcell Branch Manager Daniel ldquoDanrdquo Andrews Financial Advisor
It is our mission to always be committed to our core values of client service integrity and honest advice Having the support of a large fi rm like Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone combined with our independent spirit we believe we are able to off er our clients the very best possible experience
Call us today for a complimentary fi nancial analysis
Purcell Capital Management5299 DTC Boulevard Suite 210Greenwood Village CO 80111
Offi ce (303) 800-3350Toll-free (888) 338-4713
sandonpurcellwfafi netcom wwwpurcellcapitalcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank
affiliate of Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0813-05666]
Two-
Year
Winn
er
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Profes
sional
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Profes
sional
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sional
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sional
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2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Special advertiSing Section
TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Four-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Registered CSA
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 26 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 23 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120 Boulder CO 80302
Kristy (303) 545-1844Noel (303) 545-1845
kristytochiharamorganstanleycom wwwmorganstanleyfacomtochiharaculberso n
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Tom Stefaniak
Investing for Your Best Interest
bull Face-to-face meetings
bull Personalized fi nancial planning
bull Surge and protect investment strategy
2009 2010 2011 2012 and 2013 winner Tom Stefaniak
ldquoOn behalf of all of us at Pinnacle Wealth Management I would like to thank our clients for the trust they have placed in us We truly appreciate itrdquo mdash Tom Stefaniak
Tom Stefaniak is dedicated to developing long-term relationships to provide outstanding client service and accessibility to assist clients with a wide range of fi nancial needs
Tom Stefaniak has been a CERTIFIED FINANCIAL PLANNERtrade practitioner since 1990 and has more than 25 years of experience in the fi nancial services industry
2696 South Colorado Boulevard Suite 430 Denver CO 80222
Offi ce (303) 806-0988
tompinnaclewmcom wwwpinnaclewmcom
Securities offered through LPL Financial ndash Member FINRASIPC ndash Investment Advice offered through Pinnacle Wealth Management a Registered Investment Advisor and a separate entity from LPL Financial
WINNER
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Profes
sional
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Profes
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Profes
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sional
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sional
2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 23
Special advertiSing Section
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce (303) 689-7424Toll-free (800) 991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 years I have been helping clients develop fi nancial planning strategies that address multigenerational planning as well as day-to-day needs My talented team and I strive to enhance our clientsrsquo abilities to make fi nancial and investment decisions
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Private Weath AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
WINNER
John Cox
370 17th St Ste 5100Denver CO 80202
Offi ce (303) 595-2125Toll-free (800) 767-9983johncoxmorganstanleycom
bull Discretionary active account managerbull Average relationship duration 19 yearsbull 30 years as an investment professional
Relationships for the Long Run
In this new era of economic uncertainty the traditional approach to long-term investing needs to be questioned With more than 30 years as an investment professional and asset manager John utilizes active management risk strategies and discipline to build and protect client assets This approach has resulted in relationships that last through generations Is active account management for you
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Portfolio Manager Financial Advisor
Transitions Wealth Management TeamWealth Management Through a
Comprehensive Five-Step Process
bull Simple and elegant wealth management
bull Disciplined approach to our process
bull Collaborative needs-based solutions
Left to right Five-year winner Bruce Bendell CPA PFS three-year winner Josh Lozow two-year winner Michael Simmons CFPreg four-year winner Richard Negreann CPA PFS
Transitions Wealth Management LLC assists those experiencing life transitions (widows divorce retirement inheritance and liquidity events) to make intelligent decisions with their fi nances through a comprehensive fi ve-step process We do this by acting as your personal wealth manager We use a consultative process to identify your current fi nancial situation and challenges and then design solutions intended to help you achieve your most important goals
8101 East Prentice Avenue Suite 800Greenwood Village CO 80111
Phone (303) 221-4867 Toll-free (800) 230-2941
infotransitionswmcom wwwtransitionswmcom
Registered Investment Advisor Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability Transitions Wealth Management LLC and the Five Star program are not affiliated
WINNER
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Profes
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Profes
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340 Ext 2Direct (720) 209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
Personalized Financial Planning
Blending integrity hard work and a willingness to listen to each client like he or she is the only investor in the world Melissa Dyer is dedicated to assisting her clients in reaching their fi nancial goals She uses a hands-on approach when working with clients meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives Five Star Wealth Manager 2012 and 2013
Securities o ered through Raymond James Financial Services Inc Member FINRASIPC The Five Star award is bestowed by an independent third party organization not a liated with Raymond James
CERTIFIED FINANCIAL PLANNERtrade MBA
Two-
Year
Winn
er
Samantha Ediger
15 S Main StBrighton CO 80601
Offi ce (303) 659-5532samanthaledigerwellsfargocomwwwwfadvisorscomsamanthalediger
bull Honest well-thought-out advice bull Custom-tailored investment planning bull Client-focused relationship management
Client-Focused Wealth Management
During my 23 years in fi nancial services I have helped families grow wealth improve retirement lifestyles and preserve income I save you time simplify complex issues and help manage transitions
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC is a registered broker-dealer and a separate non-bank
affiliate of Wells Fargo amp Company Member SIPC [CAR 0813-04471]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor Assistant Vice President ndash Investments
Joseph Kozmata
Raymond James Financial Services 10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340
Josephkozmataraymondjamescom
RaymondJamescomJosephKozmata
bull Comprehensive wealth managementbull Investments tailored to clientsrsquo objectivesbull Personalized service
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade and Chartered Financial Analystreg credentials Joe focuses his eff orts on managing and preserving his clientsrsquo wealth for their fi nancial future He works with his clientsrsquo CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 and 2013
Securities offered through Raymond James Financial Services Inc Member FINRASIPC This Five Star Wealth Manager award is bestowed by an independent third party
organization not affiliated with Raymond James
CFPreg CFAreg
Two-
Year
Winn
er
Gary Mangelsdorf
LPL Financial 14143 Denver W Pkwy Ste 510 Golden CO 80401
Offi ce (303) 393-2378
garymangelsdorflplcom wwwColoradoFinancialPartnerscom
bull Comprehensive fi nancial planning bull Unparalleled client service bull Solid unbiased advice
Your Needs Come First
In todays complex fi nancial environment timely insights and prudent guidance are essential for eff ectively managing personal assets and achieving fi nancial success Over the past 25 years Gary has developed a proprietary asset-allocation model designed to match a clients short- and long-term goals with their tolerance to risk His dedication and experience can help you pursue greater fi nancial well-being Contact Gary today for a free no-obligation consultation
Securities and Financial Planning offered through LPL Finanical a Registered Investment Advisor Member FINRASIPC
Financial Advisor
WINNER
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Profes
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Profes
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 25
Special advertiSing Section
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80206Phone (303) 331-6434elizabethoingfpcomwwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
Integrity bull Excellence bull Commitment
Elizabeth has an impressive reputation for objective intelligent highly-personalized service Her integrity and experience enable her to deliver eff ective plans that refl ect her clientsrsquo values personal objectives and long-term goals Her breadth of knowledge makes her a trusted fi nancial advisor able to inform motivate and advise clients so they are best positioned for success and peace of mind
Securities and investment advisory services o ered through ING Financial Partners Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by ING Financial Partners
Financial Advisor MBA University of Colorado
Mark Sindrich
1490 South Pearl St Denver CO 80210 Offi ce (303) 744-8899 Toll-free (800) 825-8259 infosindrichcom wwwsindrichcom
bull Clarity confi dence consensus accountability bull Answers to the ldquowhat ifsrdquo that keep you up at night bull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions to each of our clientrsquos unique fi nancial needs that are clear and simple We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Sindrich amp Associates or
Five Star Professional NFP Securities Inc does not provide legal or tax advice
CERTIFIED FINANCIAL PLANNERtrade
Carrie Steinert
1600 Broadway Denver CO 80202 Direct (303) 864-7264 Cell (303) 507-4644 csteinertcsbtcom wwwcsbtcom
bull Relationships built on trust integrity and objective advice bull Customized wealth management solutions bull Easy-to-understand fi nancial strategies
Long Live Personal Relationships
Carrie off ers an array of comprehensive wealth management services designed to meet the needs of high-net-worth individuals families and business owners Every client enjoys a one-on-one relationship to address individual fi nancial priorities For more than 20 years Carrie has delivered an experienced disciplined approach to providing customized solutions for clients Call Carrie Steinert to discuss your fi nancial future
copy2013 Colorado State Bank and Trust a division of BOKF NA Member FDIC Equal Opportunity Lender
Vice President Client Advisor CTFA Series 7 66 ndash IAR Ins
S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce (303) 200-1441Cell (719) 210-6817toddwarburtonraymondjamescom
FrontRangeFinancialConsultingcom
bull Retirement planning bull Custom portfolio management bull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President ndash InvestmentsBranch Manager
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Profes
sional
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Profes
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2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Special advertiSing Section
8742 Lucent Blvd Ste 600 Highlands Ranch CO 80129 Office (303) 305-5446 randyandersonaxa-advisorscom wwwrjandersonfinancialcom
Randy J Anderson
I provide financial services to help people clarify and define their financial goals recommend strategies that fit their needs and monitor their financial progress
Randy Anderson o ers securities through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity and
insurance products o ered through AXA Network LLC RJ Anderson Financial LLC is not owned or operated by AXA
Advisors or AXA Network AGE-80340(0912)(exp0914)
Financial Professional CFPreg
WINNER
5105 DTC Pkwy Ste 316Greenwood Village CO 80111Office (303) 220-5525 Toll-free (800) 898-5450willisintegrafinancialwswwwintegrafinancialws
Willis Ashby
With more than 30 years of experience Willis offers trusted personalized and value-based financial planning services to help you achieve your goals and minimize risk throughout the changing stages of your life As an independent advisory firm there are no conflicts of interest with banks or a brokerdealer We work only for you
President and CFPreg
4643 S Ulster St Ste 1350Denver CO 80237Office (303) 200-1440Cell (303) 829-4790PaulaBoykaraymondjamescomFrontRangeFinancialConsultingcom
Paula Boyka
Understanding your visionWe believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of appropriate asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President Investments
14143 Denver W Pkwy Ste 510 Golden CO 80401 Direct (303) 942-1717 Office (720) 445-7294 christopherbruhllplcom wwwmyfinancialdynamicscom
Christopher P Bruhl
Our goal at Financial Dynamics LLC is to coordinate both investment and risk management strategies crafting effective multidisciplinary financial plans for business owners self-employed professionals and their key people
Securities amp Financial Planning o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Wealth Advisor ChFCreg CLUreg CFPreg
50 S Steele St Ste 850Denver CO 80209Office (303) 377-7327Phone (800) 313-7239barrybrunerwedbushcom
Barry Bruner
Barry helps his clients achieve their financial g o a l s b y d e s i g n i n g i nv e s t m e n t a n d retirement strategies specific to their needs and objectives He focuses on building long-term relationships with his clients while consistently using a prudent approach to investing
wwwwedbushcom | Member NYSEFINRASIPC
Senior Vice President Investments
Two-
Year
Winn
er
2229 S Joliet WayAurora CO 80014Direct (303) 306-6639katiecollinslplcomwwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 29 years of experience Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
650 S Cherry St Ste 710Denver CO 80246Phone (303) 355-8500frankcoloradoelderlawcom
Frank J Danzo III
Frank has committed his law practice to planning and implementing specialized estate plans for individuals and families Frank is a member of the trust and estate and elder law sections of the Colorado Bar Association and the Denver Estate Planning Council
EstateBusiness Planning Elder Law
370 17th St Ste 2800Denver CO 80202Phone (303) 572-4825phildispensemorganstanleycom
Phil Dispense
Phil has 17 years of experience in retirement planning custom portfolio management and company retirement plansFive Star award winner 2009 ndash 2013
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor CFPreg Chartered Retirement Plans Specialist
WINNER
Daniel C Doherty PC 357 Main StLongmont CO 80501Phone (303) 532-2880Fax (303) 532-2990danieldohertylawcom
Daniel C Doherty
Dan specializes in estate gift and income tax law the law of wills trusts and estates estate planning probate and trust settlement guardianship and conservatorship business formation planning and succession and charitable gifting and asset preservation strategies
JD LLM
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 27
Special advertiSing Section
7979 E Tufts Ave Ste 715Denver CO 80237Office (303) 689-7465patrickjanssenampfcom ameripriseadvisorscompatrickjanssen
Patrick H Janssen
As a Financial Advisor with a Certified Divorce Financial Analyst designation my goal is to help my clients succeed through the complex financial change and recovery that divorce can create
Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise
Financial Services Inc Member FINRA and SIPC
MBA CDFAtrade
3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom
Laurence J Kandel
On behalf of the entire firm I would like to thank our wonderful clients for their continued loyalty and partnership I look forward to our ongoing relationships and find them extremely rewarding
At Obermeyer Asset Management Company we are deeply committed to delivering a highly individualized approach and
sound thoughtful investment advice designed to preserve and grow our clientsrsquo net worth
Vice President Investments and Client Advisory
Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom
Damon L Kaplan
Thank you for this prestigious honor Dedication to clients is the foundation for building long-term relationships and strong partnershipsOur areas of focus include personal business and bankruptcy taxation estatebusiness planning
CPA
7400 E Orchard Rd Ste 120 Greenwood Village CO 80111 Phone (303) 683-9555 wnoycejrwalnutstreetcom
Bill Noyce
As an investment advisor representative with Walnut Street Securities Bill has built his practice around helping clients define achieve and grow their individual financial aspirations
Securities and investment advisory services o ered through registered representatives and investment advisor representatives
of Walnut Street Securities Inc Member FINRASIPC
Investment Advisor Representative
Hall amp Evans LLC1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom
Joyce H Nakamura
With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives Her areas of focus include estate planning trust and estate administration litigation and charitable and business succession planning
WINNER
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office (720) 836-4534
David W Moritz
I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg
1999 Broadway Ste 4000Denver CO 80202Office (303) 298-9600mfineheincpacomwwwHeinCPAcom
Mira Fineacute
Mira provides tax planning and compliance services to family business trusts and estates She assists clients with significant transactions retirement planning succession planning executive compensation planning estate planning exit planning and entity structuring and planning
National Director of Tax Operations
2000 S Colorado BlvdSte 2-630Denver CO 80222Phone (303) 779-2524sgordoncornerstoneassetscomwwwcornerstoneassetscom
Stephen Gordon
Long-term client relationships based on customized planning wealth management s t r a t e g i e s a n d p r o a c t i v e o n g o i n g maintenance Stephen has more than 17 years of experience providing financial services with an independent firm Investment Advisory Services o ered through CUE Financial Group Inc
an SEC-Registered Investment Advisor Branch o ce of and securities o ered through Foothill Securities Inc member FINRASIPC
President Registered Principal
WINNER
LPL Financial5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski
Tom Obarski
Thank you for this award for five years in a rowOur focus working toward the protection of retirement assets and investment education
Securities o ered through LPL Financial Member FINRASIPC
LPL Branch Manager
WINNER
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Profes
sional
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Profes
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2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
Year
Winn
er
14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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Profes
sional
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sional
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sional
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sional
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Profes
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Profes
sional
2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 13
Special advertiSing Section
G5 Financial GroupThe Power of Experience
Left to right Three-year winner Scott Forsyth CFPreg Managing Principal G5 Financial Group 2013 winner Lawrence Finch CPA Managing Principal G5 Financial Group
bull Comprehensive wealth management pre- and post-retirement income planningbull Financial planning proactive tactical asset management insurance planningbull Wealth accumulation preservation and transfer strategies
The G5 Financial Grouprsquos premise is simple yet rare combine many minds years of experience wisdom talent and skill in order to be more eff ective at solving your unique issues and better meet your needs With more than 20 investment and insurance professionals up and down the front range from
Colorado Springs to Fort Collins the G5 Financial Group off ers the full array of services found in the large national brokerage fi rms while still maintaining the personalized private attention expected from an independent advisor
5613 DTC Parkway Suite 1200 bull Greenwood Village CO 80111Office (303) 721-0691 bull Toll-free (888) 705-7604
scottforsythg5financialgroupcom bull larryfinchg5financialgroupcom bull wwwg5financialgroupcom
Securities and Advisory Services offered through Geneos Wealth Management Inc Member FINRASIPCAdvisory Services offered through G5 Financial Group RIA LLC and Financial Design and Management SEC-Registered Investment Advisors
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2013 Five Star Wealth
Man
agers
FS 14 mdash wwwfivestarprofessionalcom
Special advertiSing Section
The Hauer Group at Morgan StanleyAchieving Your Goals Is Our Objective
Comprehensive Wealth Management
Left to right Three-year winner Todd M Hauer CIMAreg Senior Vice President Wealth Advisor Tonya Krueger Senior Registered Associate Martin Agebrand CFPreg Financial Advisor
bull Helping you build your plan for tomorrow todaybull Investment advisory diversifi cation and hedging strategies tailored lendingbull Philanthropy and wealth transfer consulting
Your investments are not just about your money They are also about your hard work your dreams your aspirations your family and your future We are committed to understanding you your needs and objectives Together we will help you create a fi nancial strategy that addresses short- and long-term goals Then at every turn we will be here for you advising and adjusting strategies along the way
Todd is pleased to be selected for the Five Star Wealth Manager award a third consecutive year We are grateful to all our valued clients who made it possible
5251 DTC Parkway Suite 1500 bull Greenwood Village CO 80111Office (720) 488-2406 bull Toll-free (800) 347-5099
toddhauermorganstanleycom bull wwwmorganstanleyfacomtoddhauer
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 15
Special advertiSing Section
Kean O Boucher
A Comprehensive Independentand Unbiased Approach
bull Comprehensive wealth management
bull Personalized estate planning
bull Customized retirement strategies
Two-year winner Kean O Boucher Private Wealth ManagerLPL Branch Manager
Mitigating and managing risk is fundamental to any wealth management plan With you we will create strategies that position your assets to take advantage of opportunity and to help protect those assets should the investing environment deteriorate Boucher Wealth Management Group is a comprehensive fi nancial services fi rm committed to helping you improve your long-term fi nancial success through a rational and well-reasoned approach to wealth management and estate planning
4600 South Syracuse Street 9th Floor bull Denver CO 80237230 Center Drive bull Glenwood Springs CO 81601
Toll-free (800) 318-8840
keanboucherlplcomboucherwmgcom
Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor Member FINRASIPC Advertisement sponsored in part by Lincoln Financial Distributors
Two-
Year
Winn
er
Daniel Cook and Jesse Morris
Helping Our Clients Navigate the Path to a Better More Secure Future
bull Providing customized fi nancial solutions
bull Passionately pursue excellence
bull Providing an exceptional client experience
Left to right 2013 winner Jesse Morris AIFreg CFSreg and two-year winner Daniel Cook AIFreg CFPreg
We are both honored to have received this award At Summit Wealth Group we believe fi nancial planning is not an end unto itself Rather by providing our clients with customized fi nancial solutions we help them pursue the real goal of achieving their hopes and dreams Whether it is spending more time with the grandkids becoming a ldquoscratchrdquo golfer or supporting a favorite charity Summit Wealth Group exists so our clients can devote their time and energy to pursuing life
9360 Station Street Suite 400 Lone Tree CO 80124
Offi ce (303) 688-6499
jmorrissummitwealthgroupcom dcooksummitwealthgroupcom
wwwsummitwealthgroupcom
Securities and Advisory Services offered through Commonwealth Financial Networkreg Member FINRASIPC a Registered Investment Adviser Fixed insurance products and services offered by Summit Wealth Group are separate and unrelated to Commonwealth
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Special advertiSing Section
James M Graham IV
Passionately Enriching theLives of Our Clients
bull We off er a lifetime fi nancial-focusing program to help our clients make wise decisions with their wealth
bull Relationship capability confi dence
Left to right Je Shafer CPA Aaron Huntoon MBA CRPCreg Lene Graham two-year winner Jay Graham MBA CRPCreg
This recognition provides a unique opportunity to say thank you to our clients We greatly appreciate the confi dence you have placed in us and we are very mindful of the impact our work has on your fi nancial future Listening to your goals and dreams and then creating a customized fi nancial plan to give you a greater opportunity for success is extremely rewarding for us We look forward to continuing to help you build your fi nancial future
mdash With appreciation the McCrea Allen team
8055 East Tufts Avenue Suite 1400Denver CO 80237
Offi ce (303) 714-4761
jaygrahamLFGcomwwwmccreaallencom
James McCrea Graham IV is a registered representative of Lincoln Financial Advisors Corp Securities and investment advisory services offered through Lincoln Financial Advisors Corp a brokerdealer (member SIPC) and registered investment advisor Insurance offered through Lincoln affiliates and other fine companies CRN201308-2083990
McCrea Allen is not an affiliate of Lincoln Financial Advisors Corp
Two-
Year
Winn
er
The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately-held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Gary A Peterson CRPCreg Vice President ndash Financial Advisor Elyse Baker Registered Associate Manda Neuman Intern Ron A Zimmermann CFPreg CPWAreg Vice President ndash Financial Advisor
The philosophy of the Falcon Group with Five Star Wealth Manager Gary Peterson is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while providing our clients with an acceptable rate of return Generally we manage portfolios tactically to control risk and generate returns consistent with the customized goals and objectives of our clients
370 17th Street Suite 2800Denver CO 80202
Offi ce (303) 572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstances from an independent tax advisorcopy2013 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 17
Special advertiSing Section
Garret T Jett
Your Wealth Your FutureOur Focal Point
bull Disciplined investment approach based on modern portfolio theory overlaid with technical trend analysis security selection and a tactical allocation for a sophisticated approach to risk management
Left to right Two-year winner Ryan Murphy Kathleen Leopold four-year winner Garret T Jett Financial Advisor Associate Vice President APMASM Gregory Dexter
As a fi nancial advisor my mission is to help you plan for the fi nancial future you envision for yourself and your family My practice works with you to create a plan that simplifi es your overall fi nancial picture Our team uses todayrsquos technology to integrate a sophisticated wealth management program with an emphasis on risk management while striving to set ourselves apart from our competition The goal of this system is to provide you with the confi dence needed to navigate through the ldquonew-normal economyrdquo and prepare for the certainty of uncertainty in life We inform our clients on their investment options for the issues that matter most while adhering to our integrity and ethics
10375 Park Meadows Drive Suite 125Lone Tree CO 80124
Offi ce (303) 222-2612 Ext 2612Toll-free (800) 332-9222 Ext 2612
gjettampfcomameripriseadvisorscomgarrettjett
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Asset allocation does not assure a profit or protect against loss in declining markets
Jerry L Gruber
A Comprehensive Integrated Disciplined Approach
bull A strategy-fi rst approach
bull Dedicated and unbiased service and advice
bull Building lasting client relationships
Left to right Terri Tillotson Offi ce ManagerExecutive Assistant Jody Hinsey Partner 2013 winner Jerry L Gruber Certifi ed Wealth Strategist CLUreg ChFCreg CWS Owner Partner Mary Ann Perez Marketing Coordinator
We are an independent fi nancial planning fi rm and are not tied to any single company or product
The fi rst step in our relationship begins with developing a customized written strategy for each client Once we agree on your strategy we search the universe for the most appropriate fi nancial solutions for you Then we implement review and monitor the strategies to make sure you stay on track toward your personal and fi nancial goals and objectives
68 Inverness Lane East Suite 104Englewood CO 80112
Offi ce (303) 290-6113Toll-free (888) 290-6117
jgrubergreenbookwmcomwwwgreenbookwmcom
Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inccopy Five Star
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sional
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2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Johnson Host Investment Group
Expertise You Can Trust
bull Committed to placing our clients fi rst
bull Focused on retirement and income solutions
bull Working in partnership with our community
Left to right Shea Macias Senior Investment Associate four-year winner Charlie Host Associate Vice President ndash Financial Advisor2013 winner Jackie Johnson Vice President ndash Financial Advisor
At Johnson Host Investment Group we are dedicated to earning our clientsrsquo trust by taking the time to get to know them and their families We discuss what is important to them and utilize this information to build individualized wealth management plans that are as unique as they are
Jackie and Charlie both received the Five Star Wealth Manager award in 2013
1200 17th Street Suite 2200Denver CO 80202
Jackie Johnson (303) 595-1102Charlie Host (303) 595-1193Shea Macias (303) 595-1123
wwwjohnsonhostinvestmentgroupcom
Kummer Financial Advisors Team
Helping to Align Your Goals for a Successful Future
bull Creating ethical solutions for more than 26 years
bull Objective personal guidance holistic plannin g
bull Tailored wealth accumulation strategies
Left to right Phil Wilson Julie Fletcher four-year winner Patricia Kummer Greg Richards
A dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy
Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Our full-service team can provide personal attention to your specifi c needs
Our mission is to provide fi nancial services education and advice to professionals and families to better enable them to achieve peace of mind and fi nancial security
8871 Ridgeline Boulevard Suite 100 Highlands Ranch CO 80129
Phone (303) 470-1209
clientservicekummerfi nancialcom wwwKummerFinancialcom
Kummer Financial Strategies Inc is an independent Registered Investment Advisory firm
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 19
Special advertiSing Section
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCO ve-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the fi fth
straight year
4600 South Syracuse Street Suite 1060 Denver CO 80237
Offi ce (303) 757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
WINNER
Life Transition Planners
Innovative Solutions to Navigate Lifersquos Transitions
bull Caring experienced and dedicated
bull Solid principles sound strategies
bull Your goals our mission
Left to right Three-year winner Bob Holland CFPreg 2012 winner Deb Johnson ChFCreg CDFAtrade and ve-year winner Gary Sidder CFPreg
LTP is a fee-based comprehensive fi nancial planning and wealth management practice All of our clients get the benefi ts of a full fi nancial plan before we recommend any course of action beginning with the end in mind As fi duciaries we strive to place the interest of our clients ahead of our own at all times Building lasting relationships and helping our clients to meet their fi nancial and life goals such as wealth accumulation and retirement distribution strategies are the foundations of our practice We are passionate about educating our clients and helping them succeed
Life Transition Planners Inc7631 Shaff er Parkway Suite A bull Littleton CO 80127-3011
Phone (303) 933-6226 bull Toll-free (800) 926-3302
bobhollandlifetransitionplannerscomgarylifetransitionplannerscomdeblifetransitionplannerscomwwwlifetransitionplannerscom
wwwrhollandretirementtimecom
CERTIFIED FINANCIAL PLANNERtrade practitioner as authorized by the Certified Financial Planner Board of StandardsSecurities and Investment Advisory Services offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Life Transition Planners Inc
WINNER
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2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Daniel J Predovich
Solutions for Complexity
bull Tax planning and preparation
bull Accounting and bookkeeping
bull Financial services
Two-year winner Daniel J Predovich CPA CFE CFF CITP
We are privileged to live in Colorado and like our clients take full advantage of what Colorado has to off er This shared interest allows us to profoundly connect with clients We look forward to explaining to you the complexities of tax and fi nance in nontechnical terms We work side-by-side with your fi nancial advisors to manage your fi nancial world Our success is a direct measure of our large-fi rm resources molded around small-fi rm friendliness
1745 Shea Center Drive Suite 360 Highlands Ranch CO 80129
Offi ce (303) 791-3000Fax (303) 791-0665
JBolgrendpredovichcomwwwdpredovichcom
Two-
Year
Winn
er
Meridian Wealth Management
Unbiased and Independent
bull Working together on lifersquos ldquowhat ifsrdquo
bull Independence powered by LPL Financial
bull Trusted guidance exceptional service
Left to right Two-year winner Richard Weintraub three-year winner Richard Mowertwo-year winner Tanya Mathews four-year winner David Hansen
It is a great honor for all four partners in Meridian Wealth Management to again receive the coveted Five Star Wealth Manager award
As an independent fi rm we provide truly unbiased investment advice and highly personalized service Founded by seasoned and accomplished investment advisors our fi rm intentionally serves a limited number of valued clients Serving fewer clients lets us develop intimate relationships and create multigenerational trust
4430 Arapahoe Avenue Suite 210Boulder CO 80303
Boulder (720) 274-1656Denver (303) 357-4741
meridianteamcom
Securities offered through LPL Financial member FINRASIPC Investment advice offered through Meridian Wealth Management a registered investment advisor and separate entity from LPL Financialcopy Five
Star Pro
fessio
nal
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 21
Special advertiSing Section
Catherine Stahl Scheuber
You the Client Are the Greatest Asset in Our Business
bull Listening understanding implementing mdash our process
bull Trust confi dentiality quality service mdash focused on you
bull Let us assist you in your fi nancial journey
Left to right 2013 winner Catherine Stahl Scheuber CRPCreg 2009 winner Carshon Rodgers
It is an honor to receive this recognition With more than 30 years of experience in the fi nancial services industry I have navigated through numerous market cycles Together my clients and I have weathered the ups and downs It is managing
reasonable expectations that make us successful Thanks to each of you for your trust It is my passion to assist people in hopes of addressing their fi nancial goals I assist high-net-worth individuals and it is my pleasure
5201 South Yosemite Street Suite 201Greenwood Village CO 80111
Offi ce (303) 963-5705
catherinescheuberlplcom wwwcatherinescheubercom
Securities and Financial Planning offered through LPL Financial a registered Investment Advisor Member FINRASIPC
Sandon Purcell
A Team Approach to Assist
bull More than 60 years of combined experience
bull Multigenerational services
bull D ividend-oriented income strategies
Left to right Loretta Freelong Client Services Manager two-year winner Sandon ldquoSandyrdquo Purcell Branch Manager Daniel ldquoDanrdquo Andrews Financial Advisor
It is our mission to always be committed to our core values of client service integrity and honest advice Having the support of a large fi rm like Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone combined with our independent spirit we believe we are able to off er our clients the very best possible experience
Call us today for a complimentary fi nancial analysis
Purcell Capital Management5299 DTC Boulevard Suite 210Greenwood Village CO 80111
Offi ce (303) 800-3350Toll-free (888) 338-4713
sandonpurcellwfafi netcom wwwpurcellcapitalcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank
affiliate of Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0813-05666]
Two-
Year
Winn
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2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Special advertiSing Section
TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Four-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Registered CSA
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 26 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 23 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120 Boulder CO 80302
Kristy (303) 545-1844Noel (303) 545-1845
kristytochiharamorganstanleycom wwwmorganstanleyfacomtochiharaculberso n
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Tom Stefaniak
Investing for Your Best Interest
bull Face-to-face meetings
bull Personalized fi nancial planning
bull Surge and protect investment strategy
2009 2010 2011 2012 and 2013 winner Tom Stefaniak
ldquoOn behalf of all of us at Pinnacle Wealth Management I would like to thank our clients for the trust they have placed in us We truly appreciate itrdquo mdash Tom Stefaniak
Tom Stefaniak is dedicated to developing long-term relationships to provide outstanding client service and accessibility to assist clients with a wide range of fi nancial needs
Tom Stefaniak has been a CERTIFIED FINANCIAL PLANNERtrade practitioner since 1990 and has more than 25 years of experience in the fi nancial services industry
2696 South Colorado Boulevard Suite 430 Denver CO 80222
Offi ce (303) 806-0988
tompinnaclewmcom wwwpinnaclewmcom
Securities offered through LPL Financial ndash Member FINRASIPC ndash Investment Advice offered through Pinnacle Wealth Management a Registered Investment Advisor and a separate entity from LPL Financial
WINNER
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 23
Special advertiSing Section
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce (303) 689-7424Toll-free (800) 991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 years I have been helping clients develop fi nancial planning strategies that address multigenerational planning as well as day-to-day needs My talented team and I strive to enhance our clientsrsquo abilities to make fi nancial and investment decisions
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Private Weath AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
WINNER
John Cox
370 17th St Ste 5100Denver CO 80202
Offi ce (303) 595-2125Toll-free (800) 767-9983johncoxmorganstanleycom
bull Discretionary active account managerbull Average relationship duration 19 yearsbull 30 years as an investment professional
Relationships for the Long Run
In this new era of economic uncertainty the traditional approach to long-term investing needs to be questioned With more than 30 years as an investment professional and asset manager John utilizes active management risk strategies and discipline to build and protect client assets This approach has resulted in relationships that last through generations Is active account management for you
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Portfolio Manager Financial Advisor
Transitions Wealth Management TeamWealth Management Through a
Comprehensive Five-Step Process
bull Simple and elegant wealth management
bull Disciplined approach to our process
bull Collaborative needs-based solutions
Left to right Five-year winner Bruce Bendell CPA PFS three-year winner Josh Lozow two-year winner Michael Simmons CFPreg four-year winner Richard Negreann CPA PFS
Transitions Wealth Management LLC assists those experiencing life transitions (widows divorce retirement inheritance and liquidity events) to make intelligent decisions with their fi nances through a comprehensive fi ve-step process We do this by acting as your personal wealth manager We use a consultative process to identify your current fi nancial situation and challenges and then design solutions intended to help you achieve your most important goals
8101 East Prentice Avenue Suite 800Greenwood Village CO 80111
Phone (303) 221-4867 Toll-free (800) 230-2941
infotransitionswmcom wwwtransitionswmcom
Registered Investment Advisor Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability Transitions Wealth Management LLC and the Five Star program are not affiliated
WINNER
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2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340 Ext 2Direct (720) 209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
Personalized Financial Planning
Blending integrity hard work and a willingness to listen to each client like he or she is the only investor in the world Melissa Dyer is dedicated to assisting her clients in reaching their fi nancial goals She uses a hands-on approach when working with clients meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives Five Star Wealth Manager 2012 and 2013
Securities o ered through Raymond James Financial Services Inc Member FINRASIPC The Five Star award is bestowed by an independent third party organization not a liated with Raymond James
CERTIFIED FINANCIAL PLANNERtrade MBA
Two-
Year
Winn
er
Samantha Ediger
15 S Main StBrighton CO 80601
Offi ce (303) 659-5532samanthaledigerwellsfargocomwwwwfadvisorscomsamanthalediger
bull Honest well-thought-out advice bull Custom-tailored investment planning bull Client-focused relationship management
Client-Focused Wealth Management
During my 23 years in fi nancial services I have helped families grow wealth improve retirement lifestyles and preserve income I save you time simplify complex issues and help manage transitions
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC is a registered broker-dealer and a separate non-bank
affiliate of Wells Fargo amp Company Member SIPC [CAR 0813-04471]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor Assistant Vice President ndash Investments
Joseph Kozmata
Raymond James Financial Services 10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340
Josephkozmataraymondjamescom
RaymondJamescomJosephKozmata
bull Comprehensive wealth managementbull Investments tailored to clientsrsquo objectivesbull Personalized service
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade and Chartered Financial Analystreg credentials Joe focuses his eff orts on managing and preserving his clientsrsquo wealth for their fi nancial future He works with his clientsrsquo CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 and 2013
Securities offered through Raymond James Financial Services Inc Member FINRASIPC This Five Star Wealth Manager award is bestowed by an independent third party
organization not affiliated with Raymond James
CFPreg CFAreg
Two-
Year
Winn
er
Gary Mangelsdorf
LPL Financial 14143 Denver W Pkwy Ste 510 Golden CO 80401
Offi ce (303) 393-2378
garymangelsdorflplcom wwwColoradoFinancialPartnerscom
bull Comprehensive fi nancial planning bull Unparalleled client service bull Solid unbiased advice
Your Needs Come First
In todays complex fi nancial environment timely insights and prudent guidance are essential for eff ectively managing personal assets and achieving fi nancial success Over the past 25 years Gary has developed a proprietary asset-allocation model designed to match a clients short- and long-term goals with their tolerance to risk His dedication and experience can help you pursue greater fi nancial well-being Contact Gary today for a free no-obligation consultation
Securities and Financial Planning offered through LPL Finanical a Registered Investment Advisor Member FINRASIPC
Financial Advisor
WINNER
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 25
Special advertiSing Section
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80206Phone (303) 331-6434elizabethoingfpcomwwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
Integrity bull Excellence bull Commitment
Elizabeth has an impressive reputation for objective intelligent highly-personalized service Her integrity and experience enable her to deliver eff ective plans that refl ect her clientsrsquo values personal objectives and long-term goals Her breadth of knowledge makes her a trusted fi nancial advisor able to inform motivate and advise clients so they are best positioned for success and peace of mind
Securities and investment advisory services o ered through ING Financial Partners Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by ING Financial Partners
Financial Advisor MBA University of Colorado
Mark Sindrich
1490 South Pearl St Denver CO 80210 Offi ce (303) 744-8899 Toll-free (800) 825-8259 infosindrichcom wwwsindrichcom
bull Clarity confi dence consensus accountability bull Answers to the ldquowhat ifsrdquo that keep you up at night bull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions to each of our clientrsquos unique fi nancial needs that are clear and simple We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Sindrich amp Associates or
Five Star Professional NFP Securities Inc does not provide legal or tax advice
CERTIFIED FINANCIAL PLANNERtrade
Carrie Steinert
1600 Broadway Denver CO 80202 Direct (303) 864-7264 Cell (303) 507-4644 csteinertcsbtcom wwwcsbtcom
bull Relationships built on trust integrity and objective advice bull Customized wealth management solutions bull Easy-to-understand fi nancial strategies
Long Live Personal Relationships
Carrie off ers an array of comprehensive wealth management services designed to meet the needs of high-net-worth individuals families and business owners Every client enjoys a one-on-one relationship to address individual fi nancial priorities For more than 20 years Carrie has delivered an experienced disciplined approach to providing customized solutions for clients Call Carrie Steinert to discuss your fi nancial future
copy2013 Colorado State Bank and Trust a division of BOKF NA Member FDIC Equal Opportunity Lender
Vice President Client Advisor CTFA Series 7 66 ndash IAR Ins
S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce (303) 200-1441Cell (719) 210-6817toddwarburtonraymondjamescom
FrontRangeFinancialConsultingcom
bull Retirement planning bull Custom portfolio management bull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President ndash InvestmentsBranch Manager
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sional
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2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Special advertiSing Section
8742 Lucent Blvd Ste 600 Highlands Ranch CO 80129 Office (303) 305-5446 randyandersonaxa-advisorscom wwwrjandersonfinancialcom
Randy J Anderson
I provide financial services to help people clarify and define their financial goals recommend strategies that fit their needs and monitor their financial progress
Randy Anderson o ers securities through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity and
insurance products o ered through AXA Network LLC RJ Anderson Financial LLC is not owned or operated by AXA
Advisors or AXA Network AGE-80340(0912)(exp0914)
Financial Professional CFPreg
WINNER
5105 DTC Pkwy Ste 316Greenwood Village CO 80111Office (303) 220-5525 Toll-free (800) 898-5450willisintegrafinancialwswwwintegrafinancialws
Willis Ashby
With more than 30 years of experience Willis offers trusted personalized and value-based financial planning services to help you achieve your goals and minimize risk throughout the changing stages of your life As an independent advisory firm there are no conflicts of interest with banks or a brokerdealer We work only for you
President and CFPreg
4643 S Ulster St Ste 1350Denver CO 80237Office (303) 200-1440Cell (303) 829-4790PaulaBoykaraymondjamescomFrontRangeFinancialConsultingcom
Paula Boyka
Understanding your visionWe believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of appropriate asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President Investments
14143 Denver W Pkwy Ste 510 Golden CO 80401 Direct (303) 942-1717 Office (720) 445-7294 christopherbruhllplcom wwwmyfinancialdynamicscom
Christopher P Bruhl
Our goal at Financial Dynamics LLC is to coordinate both investment and risk management strategies crafting effective multidisciplinary financial plans for business owners self-employed professionals and their key people
Securities amp Financial Planning o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Wealth Advisor ChFCreg CLUreg CFPreg
50 S Steele St Ste 850Denver CO 80209Office (303) 377-7327Phone (800) 313-7239barrybrunerwedbushcom
Barry Bruner
Barry helps his clients achieve their financial g o a l s b y d e s i g n i n g i nv e s t m e n t a n d retirement strategies specific to their needs and objectives He focuses on building long-term relationships with his clients while consistently using a prudent approach to investing
wwwwedbushcom | Member NYSEFINRASIPC
Senior Vice President Investments
Two-
Year
Winn
er
2229 S Joliet WayAurora CO 80014Direct (303) 306-6639katiecollinslplcomwwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 29 years of experience Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
650 S Cherry St Ste 710Denver CO 80246Phone (303) 355-8500frankcoloradoelderlawcom
Frank J Danzo III
Frank has committed his law practice to planning and implementing specialized estate plans for individuals and families Frank is a member of the trust and estate and elder law sections of the Colorado Bar Association and the Denver Estate Planning Council
EstateBusiness Planning Elder Law
370 17th St Ste 2800Denver CO 80202Phone (303) 572-4825phildispensemorganstanleycom
Phil Dispense
Phil has 17 years of experience in retirement planning custom portfolio management and company retirement plansFive Star award winner 2009 ndash 2013
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor CFPreg Chartered Retirement Plans Specialist
WINNER
Daniel C Doherty PC 357 Main StLongmont CO 80501Phone (303) 532-2880Fax (303) 532-2990danieldohertylawcom
Daniel C Doherty
Dan specializes in estate gift and income tax law the law of wills trusts and estates estate planning probate and trust settlement guardianship and conservatorship business formation planning and succession and charitable gifting and asset preservation strategies
JD LLM
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 27
Special advertiSing Section
7979 E Tufts Ave Ste 715Denver CO 80237Office (303) 689-7465patrickjanssenampfcom ameripriseadvisorscompatrickjanssen
Patrick H Janssen
As a Financial Advisor with a Certified Divorce Financial Analyst designation my goal is to help my clients succeed through the complex financial change and recovery that divorce can create
Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise
Financial Services Inc Member FINRA and SIPC
MBA CDFAtrade
3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom
Laurence J Kandel
On behalf of the entire firm I would like to thank our wonderful clients for their continued loyalty and partnership I look forward to our ongoing relationships and find them extremely rewarding
At Obermeyer Asset Management Company we are deeply committed to delivering a highly individualized approach and
sound thoughtful investment advice designed to preserve and grow our clientsrsquo net worth
Vice President Investments and Client Advisory
Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom
Damon L Kaplan
Thank you for this prestigious honor Dedication to clients is the foundation for building long-term relationships and strong partnershipsOur areas of focus include personal business and bankruptcy taxation estatebusiness planning
CPA
7400 E Orchard Rd Ste 120 Greenwood Village CO 80111 Phone (303) 683-9555 wnoycejrwalnutstreetcom
Bill Noyce
As an investment advisor representative with Walnut Street Securities Bill has built his practice around helping clients define achieve and grow their individual financial aspirations
Securities and investment advisory services o ered through registered representatives and investment advisor representatives
of Walnut Street Securities Inc Member FINRASIPC
Investment Advisor Representative
Hall amp Evans LLC1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom
Joyce H Nakamura
With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives Her areas of focus include estate planning trust and estate administration litigation and charitable and business succession planning
WINNER
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office (720) 836-4534
David W Moritz
I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg
1999 Broadway Ste 4000Denver CO 80202Office (303) 298-9600mfineheincpacomwwwHeinCPAcom
Mira Fineacute
Mira provides tax planning and compliance services to family business trusts and estates She assists clients with significant transactions retirement planning succession planning executive compensation planning estate planning exit planning and entity structuring and planning
National Director of Tax Operations
2000 S Colorado BlvdSte 2-630Denver CO 80222Phone (303) 779-2524sgordoncornerstoneassetscomwwwcornerstoneassetscom
Stephen Gordon
Long-term client relationships based on customized planning wealth management s t r a t e g i e s a n d p r o a c t i v e o n g o i n g maintenance Stephen has more than 17 years of experience providing financial services with an independent firm Investment Advisory Services o ered through CUE Financial Group Inc
an SEC-Registered Investment Advisor Branch o ce of and securities o ered through Foothill Securities Inc member FINRASIPC
President Registered Principal
WINNER
LPL Financial5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski
Tom Obarski
Thank you for this award for five years in a rowOur focus working toward the protection of retirement assets and investment education
Securities o ered through LPL Financial Member FINRASIPC
LPL Branch Manager
WINNER
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2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
Year
Winn
er
14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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2013 Five Star Wealth
Man
agers
FS 14 mdash wwwfivestarprofessionalcom
Special advertiSing Section
The Hauer Group at Morgan StanleyAchieving Your Goals Is Our Objective
Comprehensive Wealth Management
Left to right Three-year winner Todd M Hauer CIMAreg Senior Vice President Wealth Advisor Tonya Krueger Senior Registered Associate Martin Agebrand CFPreg Financial Advisor
bull Helping you build your plan for tomorrow todaybull Investment advisory diversifi cation and hedging strategies tailored lendingbull Philanthropy and wealth transfer consulting
Your investments are not just about your money They are also about your hard work your dreams your aspirations your family and your future We are committed to understanding you your needs and objectives Together we will help you create a fi nancial strategy that addresses short- and long-term goals Then at every turn we will be here for you advising and adjusting strategies along the way
Todd is pleased to be selected for the Five Star Wealth Manager award a third consecutive year We are grateful to all our valued clients who made it possible
5251 DTC Parkway Suite 1500 bull Greenwood Village CO 80111Office (720) 488-2406 bull Toll-free (800) 347-5099
toddhauermorganstanleycom bull wwwmorganstanleyfacomtoddhauer
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the US which it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 15
Special advertiSing Section
Kean O Boucher
A Comprehensive Independentand Unbiased Approach
bull Comprehensive wealth management
bull Personalized estate planning
bull Customized retirement strategies
Two-year winner Kean O Boucher Private Wealth ManagerLPL Branch Manager
Mitigating and managing risk is fundamental to any wealth management plan With you we will create strategies that position your assets to take advantage of opportunity and to help protect those assets should the investing environment deteriorate Boucher Wealth Management Group is a comprehensive fi nancial services fi rm committed to helping you improve your long-term fi nancial success through a rational and well-reasoned approach to wealth management and estate planning
4600 South Syracuse Street 9th Floor bull Denver CO 80237230 Center Drive bull Glenwood Springs CO 81601
Toll-free (800) 318-8840
keanboucherlplcomboucherwmgcom
Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor Member FINRASIPC Advertisement sponsored in part by Lincoln Financial Distributors
Two-
Year
Winn
er
Daniel Cook and Jesse Morris
Helping Our Clients Navigate the Path to a Better More Secure Future
bull Providing customized fi nancial solutions
bull Passionately pursue excellence
bull Providing an exceptional client experience
Left to right 2013 winner Jesse Morris AIFreg CFSreg and two-year winner Daniel Cook AIFreg CFPreg
We are both honored to have received this award At Summit Wealth Group we believe fi nancial planning is not an end unto itself Rather by providing our clients with customized fi nancial solutions we help them pursue the real goal of achieving their hopes and dreams Whether it is spending more time with the grandkids becoming a ldquoscratchrdquo golfer or supporting a favorite charity Summit Wealth Group exists so our clients can devote their time and energy to pursuing life
9360 Station Street Suite 400 Lone Tree CO 80124
Offi ce (303) 688-6499
jmorrissummitwealthgroupcom dcooksummitwealthgroupcom
wwwsummitwealthgroupcom
Securities and Advisory Services offered through Commonwealth Financial Networkreg Member FINRASIPC a Registered Investment Adviser Fixed insurance products and services offered by Summit Wealth Group are separate and unrelated to Commonwealth
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Special advertiSing Section
James M Graham IV
Passionately Enriching theLives of Our Clients
bull We off er a lifetime fi nancial-focusing program to help our clients make wise decisions with their wealth
bull Relationship capability confi dence
Left to right Je Shafer CPA Aaron Huntoon MBA CRPCreg Lene Graham two-year winner Jay Graham MBA CRPCreg
This recognition provides a unique opportunity to say thank you to our clients We greatly appreciate the confi dence you have placed in us and we are very mindful of the impact our work has on your fi nancial future Listening to your goals and dreams and then creating a customized fi nancial plan to give you a greater opportunity for success is extremely rewarding for us We look forward to continuing to help you build your fi nancial future
mdash With appreciation the McCrea Allen team
8055 East Tufts Avenue Suite 1400Denver CO 80237
Offi ce (303) 714-4761
jaygrahamLFGcomwwwmccreaallencom
James McCrea Graham IV is a registered representative of Lincoln Financial Advisors Corp Securities and investment advisory services offered through Lincoln Financial Advisors Corp a brokerdealer (member SIPC) and registered investment advisor Insurance offered through Lincoln affiliates and other fine companies CRN201308-2083990
McCrea Allen is not an affiliate of Lincoln Financial Advisors Corp
Two-
Year
Winn
er
The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately-held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Gary A Peterson CRPCreg Vice President ndash Financial Advisor Elyse Baker Registered Associate Manda Neuman Intern Ron A Zimmermann CFPreg CPWAreg Vice President ndash Financial Advisor
The philosophy of the Falcon Group with Five Star Wealth Manager Gary Peterson is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while providing our clients with an acceptable rate of return Generally we manage portfolios tactically to control risk and generate returns consistent with the customized goals and objectives of our clients
370 17th Street Suite 2800Denver CO 80202
Offi ce (303) 572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstances from an independent tax advisorcopy2013 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 17
Special advertiSing Section
Garret T Jett
Your Wealth Your FutureOur Focal Point
bull Disciplined investment approach based on modern portfolio theory overlaid with technical trend analysis security selection and a tactical allocation for a sophisticated approach to risk management
Left to right Two-year winner Ryan Murphy Kathleen Leopold four-year winner Garret T Jett Financial Advisor Associate Vice President APMASM Gregory Dexter
As a fi nancial advisor my mission is to help you plan for the fi nancial future you envision for yourself and your family My practice works with you to create a plan that simplifi es your overall fi nancial picture Our team uses todayrsquos technology to integrate a sophisticated wealth management program with an emphasis on risk management while striving to set ourselves apart from our competition The goal of this system is to provide you with the confi dence needed to navigate through the ldquonew-normal economyrdquo and prepare for the certainty of uncertainty in life We inform our clients on their investment options for the issues that matter most while adhering to our integrity and ethics
10375 Park Meadows Drive Suite 125Lone Tree CO 80124
Offi ce (303) 222-2612 Ext 2612Toll-free (800) 332-9222 Ext 2612
gjettampfcomameripriseadvisorscomgarrettjett
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Asset allocation does not assure a profit or protect against loss in declining markets
Jerry L Gruber
A Comprehensive Integrated Disciplined Approach
bull A strategy-fi rst approach
bull Dedicated and unbiased service and advice
bull Building lasting client relationships
Left to right Terri Tillotson Offi ce ManagerExecutive Assistant Jody Hinsey Partner 2013 winner Jerry L Gruber Certifi ed Wealth Strategist CLUreg ChFCreg CWS Owner Partner Mary Ann Perez Marketing Coordinator
We are an independent fi nancial planning fi rm and are not tied to any single company or product
The fi rst step in our relationship begins with developing a customized written strategy for each client Once we agree on your strategy we search the universe for the most appropriate fi nancial solutions for you Then we implement review and monitor the strategies to make sure you stay on track toward your personal and fi nancial goals and objectives
68 Inverness Lane East Suite 104Englewood CO 80112
Offi ce (303) 290-6113Toll-free (888) 290-6117
jgrubergreenbookwmcomwwwgreenbookwmcom
Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inccopy Five Star
Profes
sional
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2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Johnson Host Investment Group
Expertise You Can Trust
bull Committed to placing our clients fi rst
bull Focused on retirement and income solutions
bull Working in partnership with our community
Left to right Shea Macias Senior Investment Associate four-year winner Charlie Host Associate Vice President ndash Financial Advisor2013 winner Jackie Johnson Vice President ndash Financial Advisor
At Johnson Host Investment Group we are dedicated to earning our clientsrsquo trust by taking the time to get to know them and their families We discuss what is important to them and utilize this information to build individualized wealth management plans that are as unique as they are
Jackie and Charlie both received the Five Star Wealth Manager award in 2013
1200 17th Street Suite 2200Denver CO 80202
Jackie Johnson (303) 595-1102Charlie Host (303) 595-1193Shea Macias (303) 595-1123
wwwjohnsonhostinvestmentgroupcom
Kummer Financial Advisors Team
Helping to Align Your Goals for a Successful Future
bull Creating ethical solutions for more than 26 years
bull Objective personal guidance holistic plannin g
bull Tailored wealth accumulation strategies
Left to right Phil Wilson Julie Fletcher four-year winner Patricia Kummer Greg Richards
A dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy
Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Our full-service team can provide personal attention to your specifi c needs
Our mission is to provide fi nancial services education and advice to professionals and families to better enable them to achieve peace of mind and fi nancial security
8871 Ridgeline Boulevard Suite 100 Highlands Ranch CO 80129
Phone (303) 470-1209
clientservicekummerfi nancialcom wwwKummerFinancialcom
Kummer Financial Strategies Inc is an independent Registered Investment Advisory firm
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 19
Special advertiSing Section
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCO ve-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the fi fth
straight year
4600 South Syracuse Street Suite 1060 Denver CO 80237
Offi ce (303) 757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
WINNER
Life Transition Planners
Innovative Solutions to Navigate Lifersquos Transitions
bull Caring experienced and dedicated
bull Solid principles sound strategies
bull Your goals our mission
Left to right Three-year winner Bob Holland CFPreg 2012 winner Deb Johnson ChFCreg CDFAtrade and ve-year winner Gary Sidder CFPreg
LTP is a fee-based comprehensive fi nancial planning and wealth management practice All of our clients get the benefi ts of a full fi nancial plan before we recommend any course of action beginning with the end in mind As fi duciaries we strive to place the interest of our clients ahead of our own at all times Building lasting relationships and helping our clients to meet their fi nancial and life goals such as wealth accumulation and retirement distribution strategies are the foundations of our practice We are passionate about educating our clients and helping them succeed
Life Transition Planners Inc7631 Shaff er Parkway Suite A bull Littleton CO 80127-3011
Phone (303) 933-6226 bull Toll-free (800) 926-3302
bobhollandlifetransitionplannerscomgarylifetransitionplannerscomdeblifetransitionplannerscomwwwlifetransitionplannerscom
wwwrhollandretirementtimecom
CERTIFIED FINANCIAL PLANNERtrade practitioner as authorized by the Certified Financial Planner Board of StandardsSecurities and Investment Advisory Services offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Life Transition Planners Inc
WINNER
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Profes
sional
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sional
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Profes
sional
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Profes
sional
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Daniel J Predovich
Solutions for Complexity
bull Tax planning and preparation
bull Accounting and bookkeeping
bull Financial services
Two-year winner Daniel J Predovich CPA CFE CFF CITP
We are privileged to live in Colorado and like our clients take full advantage of what Colorado has to off er This shared interest allows us to profoundly connect with clients We look forward to explaining to you the complexities of tax and fi nance in nontechnical terms We work side-by-side with your fi nancial advisors to manage your fi nancial world Our success is a direct measure of our large-fi rm resources molded around small-fi rm friendliness
1745 Shea Center Drive Suite 360 Highlands Ranch CO 80129
Offi ce (303) 791-3000Fax (303) 791-0665
JBolgrendpredovichcomwwwdpredovichcom
Two-
Year
Winn
er
Meridian Wealth Management
Unbiased and Independent
bull Working together on lifersquos ldquowhat ifsrdquo
bull Independence powered by LPL Financial
bull Trusted guidance exceptional service
Left to right Two-year winner Richard Weintraub three-year winner Richard Mowertwo-year winner Tanya Mathews four-year winner David Hansen
It is a great honor for all four partners in Meridian Wealth Management to again receive the coveted Five Star Wealth Manager award
As an independent fi rm we provide truly unbiased investment advice and highly personalized service Founded by seasoned and accomplished investment advisors our fi rm intentionally serves a limited number of valued clients Serving fewer clients lets us develop intimate relationships and create multigenerational trust
4430 Arapahoe Avenue Suite 210Boulder CO 80303
Boulder (720) 274-1656Denver (303) 357-4741
meridianteamcom
Securities offered through LPL Financial member FINRASIPC Investment advice offered through Meridian Wealth Management a registered investment advisor and separate entity from LPL Financialcopy Five
Star Pro
fessio
nal
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Profes
sional
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Profes
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Profes
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 21
Special advertiSing Section
Catherine Stahl Scheuber
You the Client Are the Greatest Asset in Our Business
bull Listening understanding implementing mdash our process
bull Trust confi dentiality quality service mdash focused on you
bull Let us assist you in your fi nancial journey
Left to right 2013 winner Catherine Stahl Scheuber CRPCreg 2009 winner Carshon Rodgers
It is an honor to receive this recognition With more than 30 years of experience in the fi nancial services industry I have navigated through numerous market cycles Together my clients and I have weathered the ups and downs It is managing
reasonable expectations that make us successful Thanks to each of you for your trust It is my passion to assist people in hopes of addressing their fi nancial goals I assist high-net-worth individuals and it is my pleasure
5201 South Yosemite Street Suite 201Greenwood Village CO 80111
Offi ce (303) 963-5705
catherinescheuberlplcom wwwcatherinescheubercom
Securities and Financial Planning offered through LPL Financial a registered Investment Advisor Member FINRASIPC
Sandon Purcell
A Team Approach to Assist
bull More than 60 years of combined experience
bull Multigenerational services
bull D ividend-oriented income strategies
Left to right Loretta Freelong Client Services Manager two-year winner Sandon ldquoSandyrdquo Purcell Branch Manager Daniel ldquoDanrdquo Andrews Financial Advisor
It is our mission to always be committed to our core values of client service integrity and honest advice Having the support of a large fi rm like Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone combined with our independent spirit we believe we are able to off er our clients the very best possible experience
Call us today for a complimentary fi nancial analysis
Purcell Capital Management5299 DTC Boulevard Suite 210Greenwood Village CO 80111
Offi ce (303) 800-3350Toll-free (888) 338-4713
sandonpurcellwfafi netcom wwwpurcellcapitalcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank
affiliate of Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0813-05666]
Two-
Year
Winn
er
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Special advertiSing Section
TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Four-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Registered CSA
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 26 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 23 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120 Boulder CO 80302
Kristy (303) 545-1844Noel (303) 545-1845
kristytochiharamorganstanleycom wwwmorganstanleyfacomtochiharaculberso n
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Tom Stefaniak
Investing for Your Best Interest
bull Face-to-face meetings
bull Personalized fi nancial planning
bull Surge and protect investment strategy
2009 2010 2011 2012 and 2013 winner Tom Stefaniak
ldquoOn behalf of all of us at Pinnacle Wealth Management I would like to thank our clients for the trust they have placed in us We truly appreciate itrdquo mdash Tom Stefaniak
Tom Stefaniak is dedicated to developing long-term relationships to provide outstanding client service and accessibility to assist clients with a wide range of fi nancial needs
Tom Stefaniak has been a CERTIFIED FINANCIAL PLANNERtrade practitioner since 1990 and has more than 25 years of experience in the fi nancial services industry
2696 South Colorado Boulevard Suite 430 Denver CO 80222
Offi ce (303) 806-0988
tompinnaclewmcom wwwpinnaclewmcom
Securities offered through LPL Financial ndash Member FINRASIPC ndash Investment Advice offered through Pinnacle Wealth Management a Registered Investment Advisor and a separate entity from LPL Financial
WINNER
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 23
Special advertiSing Section
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce (303) 689-7424Toll-free (800) 991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 years I have been helping clients develop fi nancial planning strategies that address multigenerational planning as well as day-to-day needs My talented team and I strive to enhance our clientsrsquo abilities to make fi nancial and investment decisions
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Private Weath AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
WINNER
John Cox
370 17th St Ste 5100Denver CO 80202
Offi ce (303) 595-2125Toll-free (800) 767-9983johncoxmorganstanleycom
bull Discretionary active account managerbull Average relationship duration 19 yearsbull 30 years as an investment professional
Relationships for the Long Run
In this new era of economic uncertainty the traditional approach to long-term investing needs to be questioned With more than 30 years as an investment professional and asset manager John utilizes active management risk strategies and discipline to build and protect client assets This approach has resulted in relationships that last through generations Is active account management for you
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Portfolio Manager Financial Advisor
Transitions Wealth Management TeamWealth Management Through a
Comprehensive Five-Step Process
bull Simple and elegant wealth management
bull Disciplined approach to our process
bull Collaborative needs-based solutions
Left to right Five-year winner Bruce Bendell CPA PFS three-year winner Josh Lozow two-year winner Michael Simmons CFPreg four-year winner Richard Negreann CPA PFS
Transitions Wealth Management LLC assists those experiencing life transitions (widows divorce retirement inheritance and liquidity events) to make intelligent decisions with their fi nances through a comprehensive fi ve-step process We do this by acting as your personal wealth manager We use a consultative process to identify your current fi nancial situation and challenges and then design solutions intended to help you achieve your most important goals
8101 East Prentice Avenue Suite 800Greenwood Village CO 80111
Phone (303) 221-4867 Toll-free (800) 230-2941
infotransitionswmcom wwwtransitionswmcom
Registered Investment Advisor Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability Transitions Wealth Management LLC and the Five Star program are not affiliated
WINNER
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340 Ext 2Direct (720) 209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
Personalized Financial Planning
Blending integrity hard work and a willingness to listen to each client like he or she is the only investor in the world Melissa Dyer is dedicated to assisting her clients in reaching their fi nancial goals She uses a hands-on approach when working with clients meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives Five Star Wealth Manager 2012 and 2013
Securities o ered through Raymond James Financial Services Inc Member FINRASIPC The Five Star award is bestowed by an independent third party organization not a liated with Raymond James
CERTIFIED FINANCIAL PLANNERtrade MBA
Two-
Year
Winn
er
Samantha Ediger
15 S Main StBrighton CO 80601
Offi ce (303) 659-5532samanthaledigerwellsfargocomwwwwfadvisorscomsamanthalediger
bull Honest well-thought-out advice bull Custom-tailored investment planning bull Client-focused relationship management
Client-Focused Wealth Management
During my 23 years in fi nancial services I have helped families grow wealth improve retirement lifestyles and preserve income I save you time simplify complex issues and help manage transitions
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC is a registered broker-dealer and a separate non-bank
affiliate of Wells Fargo amp Company Member SIPC [CAR 0813-04471]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor Assistant Vice President ndash Investments
Joseph Kozmata
Raymond James Financial Services 10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340
Josephkozmataraymondjamescom
RaymondJamescomJosephKozmata
bull Comprehensive wealth managementbull Investments tailored to clientsrsquo objectivesbull Personalized service
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade and Chartered Financial Analystreg credentials Joe focuses his eff orts on managing and preserving his clientsrsquo wealth for their fi nancial future He works with his clientsrsquo CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 and 2013
Securities offered through Raymond James Financial Services Inc Member FINRASIPC This Five Star Wealth Manager award is bestowed by an independent third party
organization not affiliated with Raymond James
CFPreg CFAreg
Two-
Year
Winn
er
Gary Mangelsdorf
LPL Financial 14143 Denver W Pkwy Ste 510 Golden CO 80401
Offi ce (303) 393-2378
garymangelsdorflplcom wwwColoradoFinancialPartnerscom
bull Comprehensive fi nancial planning bull Unparalleled client service bull Solid unbiased advice
Your Needs Come First
In todays complex fi nancial environment timely insights and prudent guidance are essential for eff ectively managing personal assets and achieving fi nancial success Over the past 25 years Gary has developed a proprietary asset-allocation model designed to match a clients short- and long-term goals with their tolerance to risk His dedication and experience can help you pursue greater fi nancial well-being Contact Gary today for a free no-obligation consultation
Securities and Financial Planning offered through LPL Finanical a Registered Investment Advisor Member FINRASIPC
Financial Advisor
WINNER
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 25
Special advertiSing Section
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80206Phone (303) 331-6434elizabethoingfpcomwwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
Integrity bull Excellence bull Commitment
Elizabeth has an impressive reputation for objective intelligent highly-personalized service Her integrity and experience enable her to deliver eff ective plans that refl ect her clientsrsquo values personal objectives and long-term goals Her breadth of knowledge makes her a trusted fi nancial advisor able to inform motivate and advise clients so they are best positioned for success and peace of mind
Securities and investment advisory services o ered through ING Financial Partners Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by ING Financial Partners
Financial Advisor MBA University of Colorado
Mark Sindrich
1490 South Pearl St Denver CO 80210 Offi ce (303) 744-8899 Toll-free (800) 825-8259 infosindrichcom wwwsindrichcom
bull Clarity confi dence consensus accountability bull Answers to the ldquowhat ifsrdquo that keep you up at night bull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions to each of our clientrsquos unique fi nancial needs that are clear and simple We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Sindrich amp Associates or
Five Star Professional NFP Securities Inc does not provide legal or tax advice
CERTIFIED FINANCIAL PLANNERtrade
Carrie Steinert
1600 Broadway Denver CO 80202 Direct (303) 864-7264 Cell (303) 507-4644 csteinertcsbtcom wwwcsbtcom
bull Relationships built on trust integrity and objective advice bull Customized wealth management solutions bull Easy-to-understand fi nancial strategies
Long Live Personal Relationships
Carrie off ers an array of comprehensive wealth management services designed to meet the needs of high-net-worth individuals families and business owners Every client enjoys a one-on-one relationship to address individual fi nancial priorities For more than 20 years Carrie has delivered an experienced disciplined approach to providing customized solutions for clients Call Carrie Steinert to discuss your fi nancial future
copy2013 Colorado State Bank and Trust a division of BOKF NA Member FDIC Equal Opportunity Lender
Vice President Client Advisor CTFA Series 7 66 ndash IAR Ins
S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce (303) 200-1441Cell (719) 210-6817toddwarburtonraymondjamescom
FrontRangeFinancialConsultingcom
bull Retirement planning bull Custom portfolio management bull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President ndash InvestmentsBranch Manager
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Profes
sional
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Profes
sional
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2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Special advertiSing Section
8742 Lucent Blvd Ste 600 Highlands Ranch CO 80129 Office (303) 305-5446 randyandersonaxa-advisorscom wwwrjandersonfinancialcom
Randy J Anderson
I provide financial services to help people clarify and define their financial goals recommend strategies that fit their needs and monitor their financial progress
Randy Anderson o ers securities through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity and
insurance products o ered through AXA Network LLC RJ Anderson Financial LLC is not owned or operated by AXA
Advisors or AXA Network AGE-80340(0912)(exp0914)
Financial Professional CFPreg
WINNER
5105 DTC Pkwy Ste 316Greenwood Village CO 80111Office (303) 220-5525 Toll-free (800) 898-5450willisintegrafinancialwswwwintegrafinancialws
Willis Ashby
With more than 30 years of experience Willis offers trusted personalized and value-based financial planning services to help you achieve your goals and minimize risk throughout the changing stages of your life As an independent advisory firm there are no conflicts of interest with banks or a brokerdealer We work only for you
President and CFPreg
4643 S Ulster St Ste 1350Denver CO 80237Office (303) 200-1440Cell (303) 829-4790PaulaBoykaraymondjamescomFrontRangeFinancialConsultingcom
Paula Boyka
Understanding your visionWe believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of appropriate asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President Investments
14143 Denver W Pkwy Ste 510 Golden CO 80401 Direct (303) 942-1717 Office (720) 445-7294 christopherbruhllplcom wwwmyfinancialdynamicscom
Christopher P Bruhl
Our goal at Financial Dynamics LLC is to coordinate both investment and risk management strategies crafting effective multidisciplinary financial plans for business owners self-employed professionals and their key people
Securities amp Financial Planning o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Wealth Advisor ChFCreg CLUreg CFPreg
50 S Steele St Ste 850Denver CO 80209Office (303) 377-7327Phone (800) 313-7239barrybrunerwedbushcom
Barry Bruner
Barry helps his clients achieve their financial g o a l s b y d e s i g n i n g i nv e s t m e n t a n d retirement strategies specific to their needs and objectives He focuses on building long-term relationships with his clients while consistently using a prudent approach to investing
wwwwedbushcom | Member NYSEFINRASIPC
Senior Vice President Investments
Two-
Year
Winn
er
2229 S Joliet WayAurora CO 80014Direct (303) 306-6639katiecollinslplcomwwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 29 years of experience Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
650 S Cherry St Ste 710Denver CO 80246Phone (303) 355-8500frankcoloradoelderlawcom
Frank J Danzo III
Frank has committed his law practice to planning and implementing specialized estate plans for individuals and families Frank is a member of the trust and estate and elder law sections of the Colorado Bar Association and the Denver Estate Planning Council
EstateBusiness Planning Elder Law
370 17th St Ste 2800Denver CO 80202Phone (303) 572-4825phildispensemorganstanleycom
Phil Dispense
Phil has 17 years of experience in retirement planning custom portfolio management and company retirement plansFive Star award winner 2009 ndash 2013
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor CFPreg Chartered Retirement Plans Specialist
WINNER
Daniel C Doherty PC 357 Main StLongmont CO 80501Phone (303) 532-2880Fax (303) 532-2990danieldohertylawcom
Daniel C Doherty
Dan specializes in estate gift and income tax law the law of wills trusts and estates estate planning probate and trust settlement guardianship and conservatorship business formation planning and succession and charitable gifting and asset preservation strategies
JD LLM
Two-
Year
Winn
er
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 27
Special advertiSing Section
7979 E Tufts Ave Ste 715Denver CO 80237Office (303) 689-7465patrickjanssenampfcom ameripriseadvisorscompatrickjanssen
Patrick H Janssen
As a Financial Advisor with a Certified Divorce Financial Analyst designation my goal is to help my clients succeed through the complex financial change and recovery that divorce can create
Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise
Financial Services Inc Member FINRA and SIPC
MBA CDFAtrade
3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom
Laurence J Kandel
On behalf of the entire firm I would like to thank our wonderful clients for their continued loyalty and partnership I look forward to our ongoing relationships and find them extremely rewarding
At Obermeyer Asset Management Company we are deeply committed to delivering a highly individualized approach and
sound thoughtful investment advice designed to preserve and grow our clientsrsquo net worth
Vice President Investments and Client Advisory
Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom
Damon L Kaplan
Thank you for this prestigious honor Dedication to clients is the foundation for building long-term relationships and strong partnershipsOur areas of focus include personal business and bankruptcy taxation estatebusiness planning
CPA
7400 E Orchard Rd Ste 120 Greenwood Village CO 80111 Phone (303) 683-9555 wnoycejrwalnutstreetcom
Bill Noyce
As an investment advisor representative with Walnut Street Securities Bill has built his practice around helping clients define achieve and grow their individual financial aspirations
Securities and investment advisory services o ered through registered representatives and investment advisor representatives
of Walnut Street Securities Inc Member FINRASIPC
Investment Advisor Representative
Hall amp Evans LLC1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom
Joyce H Nakamura
With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives Her areas of focus include estate planning trust and estate administration litigation and charitable and business succession planning
WINNER
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office (720) 836-4534
David W Moritz
I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg
1999 Broadway Ste 4000Denver CO 80202Office (303) 298-9600mfineheincpacomwwwHeinCPAcom
Mira Fineacute
Mira provides tax planning and compliance services to family business trusts and estates She assists clients with significant transactions retirement planning succession planning executive compensation planning estate planning exit planning and entity structuring and planning
National Director of Tax Operations
2000 S Colorado BlvdSte 2-630Denver CO 80222Phone (303) 779-2524sgordoncornerstoneassetscomwwwcornerstoneassetscom
Stephen Gordon
Long-term client relationships based on customized planning wealth management s t r a t e g i e s a n d p r o a c t i v e o n g o i n g maintenance Stephen has more than 17 years of experience providing financial services with an independent firm Investment Advisory Services o ered through CUE Financial Group Inc
an SEC-Registered Investment Advisor Branch o ce of and securities o ered through Foothill Securities Inc member FINRASIPC
President Registered Principal
WINNER
LPL Financial5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski
Tom Obarski
Thank you for this award for five years in a rowOur focus working toward the protection of retirement assets and investment education
Securities o ered through LPL Financial Member FINRASIPC
LPL Branch Manager
WINNER
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
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sional
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sional
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
Year
Winn
er
14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 15
Special advertiSing Section
Kean O Boucher
A Comprehensive Independentand Unbiased Approach
bull Comprehensive wealth management
bull Personalized estate planning
bull Customized retirement strategies
Two-year winner Kean O Boucher Private Wealth ManagerLPL Branch Manager
Mitigating and managing risk is fundamental to any wealth management plan With you we will create strategies that position your assets to take advantage of opportunity and to help protect those assets should the investing environment deteriorate Boucher Wealth Management Group is a comprehensive fi nancial services fi rm committed to helping you improve your long-term fi nancial success through a rational and well-reasoned approach to wealth management and estate planning
4600 South Syracuse Street 9th Floor bull Denver CO 80237230 Center Drive bull Glenwood Springs CO 81601
Toll-free (800) 318-8840
keanboucherlplcomboucherwmgcom
Securities and Financial Planning offered through LPL Financial a Registered Investment Advisor Member FINRASIPC Advertisement sponsored in part by Lincoln Financial Distributors
Two-
Year
Winn
er
Daniel Cook and Jesse Morris
Helping Our Clients Navigate the Path to a Better More Secure Future
bull Providing customized fi nancial solutions
bull Passionately pursue excellence
bull Providing an exceptional client experience
Left to right 2013 winner Jesse Morris AIFreg CFSreg and two-year winner Daniel Cook AIFreg CFPreg
We are both honored to have received this award At Summit Wealth Group we believe fi nancial planning is not an end unto itself Rather by providing our clients with customized fi nancial solutions we help them pursue the real goal of achieving their hopes and dreams Whether it is spending more time with the grandkids becoming a ldquoscratchrdquo golfer or supporting a favorite charity Summit Wealth Group exists so our clients can devote their time and energy to pursuing life
9360 Station Street Suite 400 Lone Tree CO 80124
Offi ce (303) 688-6499
jmorrissummitwealthgroupcom dcooksummitwealthgroupcom
wwwsummitwealthgroupcom
Securities and Advisory Services offered through Commonwealth Financial Networkreg Member FINRASIPC a Registered Investment Adviser Fixed insurance products and services offered by Summit Wealth Group are separate and unrelated to Commonwealth
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Special advertiSing Section
James M Graham IV
Passionately Enriching theLives of Our Clients
bull We off er a lifetime fi nancial-focusing program to help our clients make wise decisions with their wealth
bull Relationship capability confi dence
Left to right Je Shafer CPA Aaron Huntoon MBA CRPCreg Lene Graham two-year winner Jay Graham MBA CRPCreg
This recognition provides a unique opportunity to say thank you to our clients We greatly appreciate the confi dence you have placed in us and we are very mindful of the impact our work has on your fi nancial future Listening to your goals and dreams and then creating a customized fi nancial plan to give you a greater opportunity for success is extremely rewarding for us We look forward to continuing to help you build your fi nancial future
mdash With appreciation the McCrea Allen team
8055 East Tufts Avenue Suite 1400Denver CO 80237
Offi ce (303) 714-4761
jaygrahamLFGcomwwwmccreaallencom
James McCrea Graham IV is a registered representative of Lincoln Financial Advisors Corp Securities and investment advisory services offered through Lincoln Financial Advisors Corp a brokerdealer (member SIPC) and registered investment advisor Insurance offered through Lincoln affiliates and other fine companies CRN201308-2083990
McCrea Allen is not an affiliate of Lincoln Financial Advisors Corp
Two-
Year
Winn
er
The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately-held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Gary A Peterson CRPCreg Vice President ndash Financial Advisor Elyse Baker Registered Associate Manda Neuman Intern Ron A Zimmermann CFPreg CPWAreg Vice President ndash Financial Advisor
The philosophy of the Falcon Group with Five Star Wealth Manager Gary Peterson is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while providing our clients with an acceptable rate of return Generally we manage portfolios tactically to control risk and generate returns consistent with the customized goals and objectives of our clients
370 17th Street Suite 2800Denver CO 80202
Offi ce (303) 572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstances from an independent tax advisorcopy2013 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 17
Special advertiSing Section
Garret T Jett
Your Wealth Your FutureOur Focal Point
bull Disciplined investment approach based on modern portfolio theory overlaid with technical trend analysis security selection and a tactical allocation for a sophisticated approach to risk management
Left to right Two-year winner Ryan Murphy Kathleen Leopold four-year winner Garret T Jett Financial Advisor Associate Vice President APMASM Gregory Dexter
As a fi nancial advisor my mission is to help you plan for the fi nancial future you envision for yourself and your family My practice works with you to create a plan that simplifi es your overall fi nancial picture Our team uses todayrsquos technology to integrate a sophisticated wealth management program with an emphasis on risk management while striving to set ourselves apart from our competition The goal of this system is to provide you with the confi dence needed to navigate through the ldquonew-normal economyrdquo and prepare for the certainty of uncertainty in life We inform our clients on their investment options for the issues that matter most while adhering to our integrity and ethics
10375 Park Meadows Drive Suite 125Lone Tree CO 80124
Offi ce (303) 222-2612 Ext 2612Toll-free (800) 332-9222 Ext 2612
gjettampfcomameripriseadvisorscomgarrettjett
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Asset allocation does not assure a profit or protect against loss in declining markets
Jerry L Gruber
A Comprehensive Integrated Disciplined Approach
bull A strategy-fi rst approach
bull Dedicated and unbiased service and advice
bull Building lasting client relationships
Left to right Terri Tillotson Offi ce ManagerExecutive Assistant Jody Hinsey Partner 2013 winner Jerry L Gruber Certifi ed Wealth Strategist CLUreg ChFCreg CWS Owner Partner Mary Ann Perez Marketing Coordinator
We are an independent fi nancial planning fi rm and are not tied to any single company or product
The fi rst step in our relationship begins with developing a customized written strategy for each client Once we agree on your strategy we search the universe for the most appropriate fi nancial solutions for you Then we implement review and monitor the strategies to make sure you stay on track toward your personal and fi nancial goals and objectives
68 Inverness Lane East Suite 104Englewood CO 80112
Offi ce (303) 290-6113Toll-free (888) 290-6117
jgrubergreenbookwmcomwwwgreenbookwmcom
Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inccopy Five Star
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sional
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2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Johnson Host Investment Group
Expertise You Can Trust
bull Committed to placing our clients fi rst
bull Focused on retirement and income solutions
bull Working in partnership with our community
Left to right Shea Macias Senior Investment Associate four-year winner Charlie Host Associate Vice President ndash Financial Advisor2013 winner Jackie Johnson Vice President ndash Financial Advisor
At Johnson Host Investment Group we are dedicated to earning our clientsrsquo trust by taking the time to get to know them and their families We discuss what is important to them and utilize this information to build individualized wealth management plans that are as unique as they are
Jackie and Charlie both received the Five Star Wealth Manager award in 2013
1200 17th Street Suite 2200Denver CO 80202
Jackie Johnson (303) 595-1102Charlie Host (303) 595-1193Shea Macias (303) 595-1123
wwwjohnsonhostinvestmentgroupcom
Kummer Financial Advisors Team
Helping to Align Your Goals for a Successful Future
bull Creating ethical solutions for more than 26 years
bull Objective personal guidance holistic plannin g
bull Tailored wealth accumulation strategies
Left to right Phil Wilson Julie Fletcher four-year winner Patricia Kummer Greg Richards
A dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy
Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Our full-service team can provide personal attention to your specifi c needs
Our mission is to provide fi nancial services education and advice to professionals and families to better enable them to achieve peace of mind and fi nancial security
8871 Ridgeline Boulevard Suite 100 Highlands Ranch CO 80129
Phone (303) 470-1209
clientservicekummerfi nancialcom wwwKummerFinancialcom
Kummer Financial Strategies Inc is an independent Registered Investment Advisory firm
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 19
Special advertiSing Section
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCO ve-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the fi fth
straight year
4600 South Syracuse Street Suite 1060 Denver CO 80237
Offi ce (303) 757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
WINNER
Life Transition Planners
Innovative Solutions to Navigate Lifersquos Transitions
bull Caring experienced and dedicated
bull Solid principles sound strategies
bull Your goals our mission
Left to right Three-year winner Bob Holland CFPreg 2012 winner Deb Johnson ChFCreg CDFAtrade and ve-year winner Gary Sidder CFPreg
LTP is a fee-based comprehensive fi nancial planning and wealth management practice All of our clients get the benefi ts of a full fi nancial plan before we recommend any course of action beginning with the end in mind As fi duciaries we strive to place the interest of our clients ahead of our own at all times Building lasting relationships and helping our clients to meet their fi nancial and life goals such as wealth accumulation and retirement distribution strategies are the foundations of our practice We are passionate about educating our clients and helping them succeed
Life Transition Planners Inc7631 Shaff er Parkway Suite A bull Littleton CO 80127-3011
Phone (303) 933-6226 bull Toll-free (800) 926-3302
bobhollandlifetransitionplannerscomgarylifetransitionplannerscomdeblifetransitionplannerscomwwwlifetransitionplannerscom
wwwrhollandretirementtimecom
CERTIFIED FINANCIAL PLANNERtrade practitioner as authorized by the Certified Financial Planner Board of StandardsSecurities and Investment Advisory Services offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Life Transition Planners Inc
WINNER
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2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Daniel J Predovich
Solutions for Complexity
bull Tax planning and preparation
bull Accounting and bookkeeping
bull Financial services
Two-year winner Daniel J Predovich CPA CFE CFF CITP
We are privileged to live in Colorado and like our clients take full advantage of what Colorado has to off er This shared interest allows us to profoundly connect with clients We look forward to explaining to you the complexities of tax and fi nance in nontechnical terms We work side-by-side with your fi nancial advisors to manage your fi nancial world Our success is a direct measure of our large-fi rm resources molded around small-fi rm friendliness
1745 Shea Center Drive Suite 360 Highlands Ranch CO 80129
Offi ce (303) 791-3000Fax (303) 791-0665
JBolgrendpredovichcomwwwdpredovichcom
Two-
Year
Winn
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Meridian Wealth Management
Unbiased and Independent
bull Working together on lifersquos ldquowhat ifsrdquo
bull Independence powered by LPL Financial
bull Trusted guidance exceptional service
Left to right Two-year winner Richard Weintraub three-year winner Richard Mowertwo-year winner Tanya Mathews four-year winner David Hansen
It is a great honor for all four partners in Meridian Wealth Management to again receive the coveted Five Star Wealth Manager award
As an independent fi rm we provide truly unbiased investment advice and highly personalized service Founded by seasoned and accomplished investment advisors our fi rm intentionally serves a limited number of valued clients Serving fewer clients lets us develop intimate relationships and create multigenerational trust
4430 Arapahoe Avenue Suite 210Boulder CO 80303
Boulder (720) 274-1656Denver (303) 357-4741
meridianteamcom
Securities offered through LPL Financial member FINRASIPC Investment advice offered through Meridian Wealth Management a registered investment advisor and separate entity from LPL Financialcopy Five
Star Pro
fessio
nal
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 21
Special advertiSing Section
Catherine Stahl Scheuber
You the Client Are the Greatest Asset in Our Business
bull Listening understanding implementing mdash our process
bull Trust confi dentiality quality service mdash focused on you
bull Let us assist you in your fi nancial journey
Left to right 2013 winner Catherine Stahl Scheuber CRPCreg 2009 winner Carshon Rodgers
It is an honor to receive this recognition With more than 30 years of experience in the fi nancial services industry I have navigated through numerous market cycles Together my clients and I have weathered the ups and downs It is managing
reasonable expectations that make us successful Thanks to each of you for your trust It is my passion to assist people in hopes of addressing their fi nancial goals I assist high-net-worth individuals and it is my pleasure
5201 South Yosemite Street Suite 201Greenwood Village CO 80111
Offi ce (303) 963-5705
catherinescheuberlplcom wwwcatherinescheubercom
Securities and Financial Planning offered through LPL Financial a registered Investment Advisor Member FINRASIPC
Sandon Purcell
A Team Approach to Assist
bull More than 60 years of combined experience
bull Multigenerational services
bull D ividend-oriented income strategies
Left to right Loretta Freelong Client Services Manager two-year winner Sandon ldquoSandyrdquo Purcell Branch Manager Daniel ldquoDanrdquo Andrews Financial Advisor
It is our mission to always be committed to our core values of client service integrity and honest advice Having the support of a large fi rm like Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone combined with our independent spirit we believe we are able to off er our clients the very best possible experience
Call us today for a complimentary fi nancial analysis
Purcell Capital Management5299 DTC Boulevard Suite 210Greenwood Village CO 80111
Offi ce (303) 800-3350Toll-free (888) 338-4713
sandonpurcellwfafi netcom wwwpurcellcapitalcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank
affiliate of Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0813-05666]
Two-
Year
Winn
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2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Special advertiSing Section
TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Four-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Registered CSA
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 26 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 23 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120 Boulder CO 80302
Kristy (303) 545-1844Noel (303) 545-1845
kristytochiharamorganstanleycom wwwmorganstanleyfacomtochiharaculberso n
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Tom Stefaniak
Investing for Your Best Interest
bull Face-to-face meetings
bull Personalized fi nancial planning
bull Surge and protect investment strategy
2009 2010 2011 2012 and 2013 winner Tom Stefaniak
ldquoOn behalf of all of us at Pinnacle Wealth Management I would like to thank our clients for the trust they have placed in us We truly appreciate itrdquo mdash Tom Stefaniak
Tom Stefaniak is dedicated to developing long-term relationships to provide outstanding client service and accessibility to assist clients with a wide range of fi nancial needs
Tom Stefaniak has been a CERTIFIED FINANCIAL PLANNERtrade practitioner since 1990 and has more than 25 years of experience in the fi nancial services industry
2696 South Colorado Boulevard Suite 430 Denver CO 80222
Offi ce (303) 806-0988
tompinnaclewmcom wwwpinnaclewmcom
Securities offered through LPL Financial ndash Member FINRASIPC ndash Investment Advice offered through Pinnacle Wealth Management a Registered Investment Advisor and a separate entity from LPL Financial
WINNER
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 23
Special advertiSing Section
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce (303) 689-7424Toll-free (800) 991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 years I have been helping clients develop fi nancial planning strategies that address multigenerational planning as well as day-to-day needs My talented team and I strive to enhance our clientsrsquo abilities to make fi nancial and investment decisions
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Private Weath AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
WINNER
John Cox
370 17th St Ste 5100Denver CO 80202
Offi ce (303) 595-2125Toll-free (800) 767-9983johncoxmorganstanleycom
bull Discretionary active account managerbull Average relationship duration 19 yearsbull 30 years as an investment professional
Relationships for the Long Run
In this new era of economic uncertainty the traditional approach to long-term investing needs to be questioned With more than 30 years as an investment professional and asset manager John utilizes active management risk strategies and discipline to build and protect client assets This approach has resulted in relationships that last through generations Is active account management for you
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Portfolio Manager Financial Advisor
Transitions Wealth Management TeamWealth Management Through a
Comprehensive Five-Step Process
bull Simple and elegant wealth management
bull Disciplined approach to our process
bull Collaborative needs-based solutions
Left to right Five-year winner Bruce Bendell CPA PFS three-year winner Josh Lozow two-year winner Michael Simmons CFPreg four-year winner Richard Negreann CPA PFS
Transitions Wealth Management LLC assists those experiencing life transitions (widows divorce retirement inheritance and liquidity events) to make intelligent decisions with their fi nances through a comprehensive fi ve-step process We do this by acting as your personal wealth manager We use a consultative process to identify your current fi nancial situation and challenges and then design solutions intended to help you achieve your most important goals
8101 East Prentice Avenue Suite 800Greenwood Village CO 80111
Phone (303) 221-4867 Toll-free (800) 230-2941
infotransitionswmcom wwwtransitionswmcom
Registered Investment Advisor Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability Transitions Wealth Management LLC and the Five Star program are not affiliated
WINNER
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2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340 Ext 2Direct (720) 209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
Personalized Financial Planning
Blending integrity hard work and a willingness to listen to each client like he or she is the only investor in the world Melissa Dyer is dedicated to assisting her clients in reaching their fi nancial goals She uses a hands-on approach when working with clients meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives Five Star Wealth Manager 2012 and 2013
Securities o ered through Raymond James Financial Services Inc Member FINRASIPC The Five Star award is bestowed by an independent third party organization not a liated with Raymond James
CERTIFIED FINANCIAL PLANNERtrade MBA
Two-
Year
Winn
er
Samantha Ediger
15 S Main StBrighton CO 80601
Offi ce (303) 659-5532samanthaledigerwellsfargocomwwwwfadvisorscomsamanthalediger
bull Honest well-thought-out advice bull Custom-tailored investment planning bull Client-focused relationship management
Client-Focused Wealth Management
During my 23 years in fi nancial services I have helped families grow wealth improve retirement lifestyles and preserve income I save you time simplify complex issues and help manage transitions
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC is a registered broker-dealer and a separate non-bank
affiliate of Wells Fargo amp Company Member SIPC [CAR 0813-04471]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor Assistant Vice President ndash Investments
Joseph Kozmata
Raymond James Financial Services 10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340
Josephkozmataraymondjamescom
RaymondJamescomJosephKozmata
bull Comprehensive wealth managementbull Investments tailored to clientsrsquo objectivesbull Personalized service
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade and Chartered Financial Analystreg credentials Joe focuses his eff orts on managing and preserving his clientsrsquo wealth for their fi nancial future He works with his clientsrsquo CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 and 2013
Securities offered through Raymond James Financial Services Inc Member FINRASIPC This Five Star Wealth Manager award is bestowed by an independent third party
organization not affiliated with Raymond James
CFPreg CFAreg
Two-
Year
Winn
er
Gary Mangelsdorf
LPL Financial 14143 Denver W Pkwy Ste 510 Golden CO 80401
Offi ce (303) 393-2378
garymangelsdorflplcom wwwColoradoFinancialPartnerscom
bull Comprehensive fi nancial planning bull Unparalleled client service bull Solid unbiased advice
Your Needs Come First
In todays complex fi nancial environment timely insights and prudent guidance are essential for eff ectively managing personal assets and achieving fi nancial success Over the past 25 years Gary has developed a proprietary asset-allocation model designed to match a clients short- and long-term goals with their tolerance to risk His dedication and experience can help you pursue greater fi nancial well-being Contact Gary today for a free no-obligation consultation
Securities and Financial Planning offered through LPL Finanical a Registered Investment Advisor Member FINRASIPC
Financial Advisor
WINNER
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Profes
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Profes
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 25
Special advertiSing Section
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80206Phone (303) 331-6434elizabethoingfpcomwwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
Integrity bull Excellence bull Commitment
Elizabeth has an impressive reputation for objective intelligent highly-personalized service Her integrity and experience enable her to deliver eff ective plans that refl ect her clientsrsquo values personal objectives and long-term goals Her breadth of knowledge makes her a trusted fi nancial advisor able to inform motivate and advise clients so they are best positioned for success and peace of mind
Securities and investment advisory services o ered through ING Financial Partners Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by ING Financial Partners
Financial Advisor MBA University of Colorado
Mark Sindrich
1490 South Pearl St Denver CO 80210 Offi ce (303) 744-8899 Toll-free (800) 825-8259 infosindrichcom wwwsindrichcom
bull Clarity confi dence consensus accountability bull Answers to the ldquowhat ifsrdquo that keep you up at night bull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions to each of our clientrsquos unique fi nancial needs that are clear and simple We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Sindrich amp Associates or
Five Star Professional NFP Securities Inc does not provide legal or tax advice
CERTIFIED FINANCIAL PLANNERtrade
Carrie Steinert
1600 Broadway Denver CO 80202 Direct (303) 864-7264 Cell (303) 507-4644 csteinertcsbtcom wwwcsbtcom
bull Relationships built on trust integrity and objective advice bull Customized wealth management solutions bull Easy-to-understand fi nancial strategies
Long Live Personal Relationships
Carrie off ers an array of comprehensive wealth management services designed to meet the needs of high-net-worth individuals families and business owners Every client enjoys a one-on-one relationship to address individual fi nancial priorities For more than 20 years Carrie has delivered an experienced disciplined approach to providing customized solutions for clients Call Carrie Steinert to discuss your fi nancial future
copy2013 Colorado State Bank and Trust a division of BOKF NA Member FDIC Equal Opportunity Lender
Vice President Client Advisor CTFA Series 7 66 ndash IAR Ins
S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce (303) 200-1441Cell (719) 210-6817toddwarburtonraymondjamescom
FrontRangeFinancialConsultingcom
bull Retirement planning bull Custom portfolio management bull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President ndash InvestmentsBranch Manager
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Profes
sional
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Profes
sional
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Profes
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2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Special advertiSing Section
8742 Lucent Blvd Ste 600 Highlands Ranch CO 80129 Office (303) 305-5446 randyandersonaxa-advisorscom wwwrjandersonfinancialcom
Randy J Anderson
I provide financial services to help people clarify and define their financial goals recommend strategies that fit their needs and monitor their financial progress
Randy Anderson o ers securities through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity and
insurance products o ered through AXA Network LLC RJ Anderson Financial LLC is not owned or operated by AXA
Advisors or AXA Network AGE-80340(0912)(exp0914)
Financial Professional CFPreg
WINNER
5105 DTC Pkwy Ste 316Greenwood Village CO 80111Office (303) 220-5525 Toll-free (800) 898-5450willisintegrafinancialwswwwintegrafinancialws
Willis Ashby
With more than 30 years of experience Willis offers trusted personalized and value-based financial planning services to help you achieve your goals and minimize risk throughout the changing stages of your life As an independent advisory firm there are no conflicts of interest with banks or a brokerdealer We work only for you
President and CFPreg
4643 S Ulster St Ste 1350Denver CO 80237Office (303) 200-1440Cell (303) 829-4790PaulaBoykaraymondjamescomFrontRangeFinancialConsultingcom
Paula Boyka
Understanding your visionWe believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of appropriate asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President Investments
14143 Denver W Pkwy Ste 510 Golden CO 80401 Direct (303) 942-1717 Office (720) 445-7294 christopherbruhllplcom wwwmyfinancialdynamicscom
Christopher P Bruhl
Our goal at Financial Dynamics LLC is to coordinate both investment and risk management strategies crafting effective multidisciplinary financial plans for business owners self-employed professionals and their key people
Securities amp Financial Planning o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Wealth Advisor ChFCreg CLUreg CFPreg
50 S Steele St Ste 850Denver CO 80209Office (303) 377-7327Phone (800) 313-7239barrybrunerwedbushcom
Barry Bruner
Barry helps his clients achieve their financial g o a l s b y d e s i g n i n g i nv e s t m e n t a n d retirement strategies specific to their needs and objectives He focuses on building long-term relationships with his clients while consistently using a prudent approach to investing
wwwwedbushcom | Member NYSEFINRASIPC
Senior Vice President Investments
Two-
Year
Winn
er
2229 S Joliet WayAurora CO 80014Direct (303) 306-6639katiecollinslplcomwwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 29 years of experience Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
650 S Cherry St Ste 710Denver CO 80246Phone (303) 355-8500frankcoloradoelderlawcom
Frank J Danzo III
Frank has committed his law practice to planning and implementing specialized estate plans for individuals and families Frank is a member of the trust and estate and elder law sections of the Colorado Bar Association and the Denver Estate Planning Council
EstateBusiness Planning Elder Law
370 17th St Ste 2800Denver CO 80202Phone (303) 572-4825phildispensemorganstanleycom
Phil Dispense
Phil has 17 years of experience in retirement planning custom portfolio management and company retirement plansFive Star award winner 2009 ndash 2013
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor CFPreg Chartered Retirement Plans Specialist
WINNER
Daniel C Doherty PC 357 Main StLongmont CO 80501Phone (303) 532-2880Fax (303) 532-2990danieldohertylawcom
Daniel C Doherty
Dan specializes in estate gift and income tax law the law of wills trusts and estates estate planning probate and trust settlement guardianship and conservatorship business formation planning and succession and charitable gifting and asset preservation strategies
JD LLM
Two-
Year
Winn
er
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Profes
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Profes
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 27
Special advertiSing Section
7979 E Tufts Ave Ste 715Denver CO 80237Office (303) 689-7465patrickjanssenampfcom ameripriseadvisorscompatrickjanssen
Patrick H Janssen
As a Financial Advisor with a Certified Divorce Financial Analyst designation my goal is to help my clients succeed through the complex financial change and recovery that divorce can create
Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise
Financial Services Inc Member FINRA and SIPC
MBA CDFAtrade
3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom
Laurence J Kandel
On behalf of the entire firm I would like to thank our wonderful clients for their continued loyalty and partnership I look forward to our ongoing relationships and find them extremely rewarding
At Obermeyer Asset Management Company we are deeply committed to delivering a highly individualized approach and
sound thoughtful investment advice designed to preserve and grow our clientsrsquo net worth
Vice President Investments and Client Advisory
Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom
Damon L Kaplan
Thank you for this prestigious honor Dedication to clients is the foundation for building long-term relationships and strong partnershipsOur areas of focus include personal business and bankruptcy taxation estatebusiness planning
CPA
7400 E Orchard Rd Ste 120 Greenwood Village CO 80111 Phone (303) 683-9555 wnoycejrwalnutstreetcom
Bill Noyce
As an investment advisor representative with Walnut Street Securities Bill has built his practice around helping clients define achieve and grow their individual financial aspirations
Securities and investment advisory services o ered through registered representatives and investment advisor representatives
of Walnut Street Securities Inc Member FINRASIPC
Investment Advisor Representative
Hall amp Evans LLC1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom
Joyce H Nakamura
With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives Her areas of focus include estate planning trust and estate administration litigation and charitable and business succession planning
WINNER
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office (720) 836-4534
David W Moritz
I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg
1999 Broadway Ste 4000Denver CO 80202Office (303) 298-9600mfineheincpacomwwwHeinCPAcom
Mira Fineacute
Mira provides tax planning and compliance services to family business trusts and estates She assists clients with significant transactions retirement planning succession planning executive compensation planning estate planning exit planning and entity structuring and planning
National Director of Tax Operations
2000 S Colorado BlvdSte 2-630Denver CO 80222Phone (303) 779-2524sgordoncornerstoneassetscomwwwcornerstoneassetscom
Stephen Gordon
Long-term client relationships based on customized planning wealth management s t r a t e g i e s a n d p r o a c t i v e o n g o i n g maintenance Stephen has more than 17 years of experience providing financial services with an independent firm Investment Advisory Services o ered through CUE Financial Group Inc
an SEC-Registered Investment Advisor Branch o ce of and securities o ered through Foothill Securities Inc member FINRASIPC
President Registered Principal
WINNER
LPL Financial5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski
Tom Obarski
Thank you for this award for five years in a rowOur focus working toward the protection of retirement assets and investment education
Securities o ered through LPL Financial Member FINRASIPC
LPL Branch Manager
WINNER
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
Year
Winn
er
14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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Profes
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2013 Five Star Wealth
Man
agers
FS 16 mdash wwwfivestarprofessionalcom
Special advertiSing Section
James M Graham IV
Passionately Enriching theLives of Our Clients
bull We off er a lifetime fi nancial-focusing program to help our clients make wise decisions with their wealth
bull Relationship capability confi dence
Left to right Je Shafer CPA Aaron Huntoon MBA CRPCreg Lene Graham two-year winner Jay Graham MBA CRPCreg
This recognition provides a unique opportunity to say thank you to our clients We greatly appreciate the confi dence you have placed in us and we are very mindful of the impact our work has on your fi nancial future Listening to your goals and dreams and then creating a customized fi nancial plan to give you a greater opportunity for success is extremely rewarding for us We look forward to continuing to help you build your fi nancial future
mdash With appreciation the McCrea Allen team
8055 East Tufts Avenue Suite 1400Denver CO 80237
Offi ce (303) 714-4761
jaygrahamLFGcomwwwmccreaallencom
James McCrea Graham IV is a registered representative of Lincoln Financial Advisors Corp Securities and investment advisory services offered through Lincoln Financial Advisors Corp a brokerdealer (member SIPC) and registered investment advisor Insurance offered through Lincoln affiliates and other fine companies CRN201308-2083990
McCrea Allen is not an affiliate of Lincoln Financial Advisors Corp
Two-
Year
Winn
er
The Falcon Group at Morgan Stanley
Tax-Effi cient Financial Solutions
bull Client-focused advice
bull Privately-held companies
bull Effi cient retiree income strategies
Left to right Two-year winner Gary A Peterson CRPCreg Vice President ndash Financial Advisor Elyse Baker Registered Associate Manda Neuman Intern Ron A Zimmermann CFPreg CPWAreg Vice President ndash Financial Advisor
The philosophy of the Falcon Group with Five Star Wealth Manager Gary Peterson is simple and straightforward We provide our clients with objective and well-researched advice while providing outstanding service Our investment approach is to control risk and preserve capital while providing our clients with an acceptable rate of return Generally we manage portfolios tactically to control risk and generate returns consistent with the customized goals and objectives of our clients
370 17th Street Suite 2800Denver CO 80202
Offi ce (303) 572-4019
garyapetersonmorganstanleycom wwwmorganstanleyfacomthefalcongroup
Morgan Stanley and its Financial Advisors do not provide tax or legal advice Individuals should seek advice based on their particular circumstances from an independent tax advisorcopy2013 Morgan Stanley Smith Barney LLC Member SIPC
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 17
Special advertiSing Section
Garret T Jett
Your Wealth Your FutureOur Focal Point
bull Disciplined investment approach based on modern portfolio theory overlaid with technical trend analysis security selection and a tactical allocation for a sophisticated approach to risk management
Left to right Two-year winner Ryan Murphy Kathleen Leopold four-year winner Garret T Jett Financial Advisor Associate Vice President APMASM Gregory Dexter
As a fi nancial advisor my mission is to help you plan for the fi nancial future you envision for yourself and your family My practice works with you to create a plan that simplifi es your overall fi nancial picture Our team uses todayrsquos technology to integrate a sophisticated wealth management program with an emphasis on risk management while striving to set ourselves apart from our competition The goal of this system is to provide you with the confi dence needed to navigate through the ldquonew-normal economyrdquo and prepare for the certainty of uncertainty in life We inform our clients on their investment options for the issues that matter most while adhering to our integrity and ethics
10375 Park Meadows Drive Suite 125Lone Tree CO 80124
Offi ce (303) 222-2612 Ext 2612Toll-free (800) 332-9222 Ext 2612
gjettampfcomameripriseadvisorscomgarrettjett
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Asset allocation does not assure a profit or protect against loss in declining markets
Jerry L Gruber
A Comprehensive Integrated Disciplined Approach
bull A strategy-fi rst approach
bull Dedicated and unbiased service and advice
bull Building lasting client relationships
Left to right Terri Tillotson Offi ce ManagerExecutive Assistant Jody Hinsey Partner 2013 winner Jerry L Gruber Certifi ed Wealth Strategist CLUreg ChFCreg CWS Owner Partner Mary Ann Perez Marketing Coordinator
We are an independent fi nancial planning fi rm and are not tied to any single company or product
The fi rst step in our relationship begins with developing a customized written strategy for each client Once we agree on your strategy we search the universe for the most appropriate fi nancial solutions for you Then we implement review and monitor the strategies to make sure you stay on track toward your personal and fi nancial goals and objectives
68 Inverness Lane East Suite 104Englewood CO 80112
Offi ce (303) 290-6113Toll-free (888) 290-6117
jgrubergreenbookwmcomwwwgreenbookwmcom
Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inccopy Five Star
Profes
sional
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Profes
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2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Johnson Host Investment Group
Expertise You Can Trust
bull Committed to placing our clients fi rst
bull Focused on retirement and income solutions
bull Working in partnership with our community
Left to right Shea Macias Senior Investment Associate four-year winner Charlie Host Associate Vice President ndash Financial Advisor2013 winner Jackie Johnson Vice President ndash Financial Advisor
At Johnson Host Investment Group we are dedicated to earning our clientsrsquo trust by taking the time to get to know them and their families We discuss what is important to them and utilize this information to build individualized wealth management plans that are as unique as they are
Jackie and Charlie both received the Five Star Wealth Manager award in 2013
1200 17th Street Suite 2200Denver CO 80202
Jackie Johnson (303) 595-1102Charlie Host (303) 595-1193Shea Macias (303) 595-1123
wwwjohnsonhostinvestmentgroupcom
Kummer Financial Advisors Team
Helping to Align Your Goals for a Successful Future
bull Creating ethical solutions for more than 26 years
bull Objective personal guidance holistic plannin g
bull Tailored wealth accumulation strategies
Left to right Phil Wilson Julie Fletcher four-year winner Patricia Kummer Greg Richards
A dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy
Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Our full-service team can provide personal attention to your specifi c needs
Our mission is to provide fi nancial services education and advice to professionals and families to better enable them to achieve peace of mind and fi nancial security
8871 Ridgeline Boulevard Suite 100 Highlands Ranch CO 80129
Phone (303) 470-1209
clientservicekummerfi nancialcom wwwKummerFinancialcom
Kummer Financial Strategies Inc is an independent Registered Investment Advisory firm
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 19
Special advertiSing Section
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCO ve-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the fi fth
straight year
4600 South Syracuse Street Suite 1060 Denver CO 80237
Offi ce (303) 757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
WINNER
Life Transition Planners
Innovative Solutions to Navigate Lifersquos Transitions
bull Caring experienced and dedicated
bull Solid principles sound strategies
bull Your goals our mission
Left to right Three-year winner Bob Holland CFPreg 2012 winner Deb Johnson ChFCreg CDFAtrade and ve-year winner Gary Sidder CFPreg
LTP is a fee-based comprehensive fi nancial planning and wealth management practice All of our clients get the benefi ts of a full fi nancial plan before we recommend any course of action beginning with the end in mind As fi duciaries we strive to place the interest of our clients ahead of our own at all times Building lasting relationships and helping our clients to meet their fi nancial and life goals such as wealth accumulation and retirement distribution strategies are the foundations of our practice We are passionate about educating our clients and helping them succeed
Life Transition Planners Inc7631 Shaff er Parkway Suite A bull Littleton CO 80127-3011
Phone (303) 933-6226 bull Toll-free (800) 926-3302
bobhollandlifetransitionplannerscomgarylifetransitionplannerscomdeblifetransitionplannerscomwwwlifetransitionplannerscom
wwwrhollandretirementtimecom
CERTIFIED FINANCIAL PLANNERtrade practitioner as authorized by the Certified Financial Planner Board of StandardsSecurities and Investment Advisory Services offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Life Transition Planners Inc
WINNER
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2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Daniel J Predovich
Solutions for Complexity
bull Tax planning and preparation
bull Accounting and bookkeeping
bull Financial services
Two-year winner Daniel J Predovich CPA CFE CFF CITP
We are privileged to live in Colorado and like our clients take full advantage of what Colorado has to off er This shared interest allows us to profoundly connect with clients We look forward to explaining to you the complexities of tax and fi nance in nontechnical terms We work side-by-side with your fi nancial advisors to manage your fi nancial world Our success is a direct measure of our large-fi rm resources molded around small-fi rm friendliness
1745 Shea Center Drive Suite 360 Highlands Ranch CO 80129
Offi ce (303) 791-3000Fax (303) 791-0665
JBolgrendpredovichcomwwwdpredovichcom
Two-
Year
Winn
er
Meridian Wealth Management
Unbiased and Independent
bull Working together on lifersquos ldquowhat ifsrdquo
bull Independence powered by LPL Financial
bull Trusted guidance exceptional service
Left to right Two-year winner Richard Weintraub three-year winner Richard Mowertwo-year winner Tanya Mathews four-year winner David Hansen
It is a great honor for all four partners in Meridian Wealth Management to again receive the coveted Five Star Wealth Manager award
As an independent fi rm we provide truly unbiased investment advice and highly personalized service Founded by seasoned and accomplished investment advisors our fi rm intentionally serves a limited number of valued clients Serving fewer clients lets us develop intimate relationships and create multigenerational trust
4430 Arapahoe Avenue Suite 210Boulder CO 80303
Boulder (720) 274-1656Denver (303) 357-4741
meridianteamcom
Securities offered through LPL Financial member FINRASIPC Investment advice offered through Meridian Wealth Management a registered investment advisor and separate entity from LPL Financialcopy Five
Star Pro
fessio
nal
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
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Profes
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 21
Special advertiSing Section
Catherine Stahl Scheuber
You the Client Are the Greatest Asset in Our Business
bull Listening understanding implementing mdash our process
bull Trust confi dentiality quality service mdash focused on you
bull Let us assist you in your fi nancial journey
Left to right 2013 winner Catherine Stahl Scheuber CRPCreg 2009 winner Carshon Rodgers
It is an honor to receive this recognition With more than 30 years of experience in the fi nancial services industry I have navigated through numerous market cycles Together my clients and I have weathered the ups and downs It is managing
reasonable expectations that make us successful Thanks to each of you for your trust It is my passion to assist people in hopes of addressing their fi nancial goals I assist high-net-worth individuals and it is my pleasure
5201 South Yosemite Street Suite 201Greenwood Village CO 80111
Offi ce (303) 963-5705
catherinescheuberlplcom wwwcatherinescheubercom
Securities and Financial Planning offered through LPL Financial a registered Investment Advisor Member FINRASIPC
Sandon Purcell
A Team Approach to Assist
bull More than 60 years of combined experience
bull Multigenerational services
bull D ividend-oriented income strategies
Left to right Loretta Freelong Client Services Manager two-year winner Sandon ldquoSandyrdquo Purcell Branch Manager Daniel ldquoDanrdquo Andrews Financial Advisor
It is our mission to always be committed to our core values of client service integrity and honest advice Having the support of a large fi rm like Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone combined with our independent spirit we believe we are able to off er our clients the very best possible experience
Call us today for a complimentary fi nancial analysis
Purcell Capital Management5299 DTC Boulevard Suite 210Greenwood Village CO 80111
Offi ce (303) 800-3350Toll-free (888) 338-4713
sandonpurcellwfafi netcom wwwpurcellcapitalcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank
affiliate of Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0813-05666]
Two-
Year
Winn
er
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Special advertiSing Section
TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Four-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Registered CSA
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 26 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 23 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120 Boulder CO 80302
Kristy (303) 545-1844Noel (303) 545-1845
kristytochiharamorganstanleycom wwwmorganstanleyfacomtochiharaculberso n
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Tom Stefaniak
Investing for Your Best Interest
bull Face-to-face meetings
bull Personalized fi nancial planning
bull Surge and protect investment strategy
2009 2010 2011 2012 and 2013 winner Tom Stefaniak
ldquoOn behalf of all of us at Pinnacle Wealth Management I would like to thank our clients for the trust they have placed in us We truly appreciate itrdquo mdash Tom Stefaniak
Tom Stefaniak is dedicated to developing long-term relationships to provide outstanding client service and accessibility to assist clients with a wide range of fi nancial needs
Tom Stefaniak has been a CERTIFIED FINANCIAL PLANNERtrade practitioner since 1990 and has more than 25 years of experience in the fi nancial services industry
2696 South Colorado Boulevard Suite 430 Denver CO 80222
Offi ce (303) 806-0988
tompinnaclewmcom wwwpinnaclewmcom
Securities offered through LPL Financial ndash Member FINRASIPC ndash Investment Advice offered through Pinnacle Wealth Management a Registered Investment Advisor and a separate entity from LPL Financial
WINNER
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Profes
sional
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Profes
sional
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
sional
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Profes
sional
2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 23
Special advertiSing Section
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce (303) 689-7424Toll-free (800) 991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 years I have been helping clients develop fi nancial planning strategies that address multigenerational planning as well as day-to-day needs My talented team and I strive to enhance our clientsrsquo abilities to make fi nancial and investment decisions
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Private Weath AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
WINNER
John Cox
370 17th St Ste 5100Denver CO 80202
Offi ce (303) 595-2125Toll-free (800) 767-9983johncoxmorganstanleycom
bull Discretionary active account managerbull Average relationship duration 19 yearsbull 30 years as an investment professional
Relationships for the Long Run
In this new era of economic uncertainty the traditional approach to long-term investing needs to be questioned With more than 30 years as an investment professional and asset manager John utilizes active management risk strategies and discipline to build and protect client assets This approach has resulted in relationships that last through generations Is active account management for you
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Portfolio Manager Financial Advisor
Transitions Wealth Management TeamWealth Management Through a
Comprehensive Five-Step Process
bull Simple and elegant wealth management
bull Disciplined approach to our process
bull Collaborative needs-based solutions
Left to right Five-year winner Bruce Bendell CPA PFS three-year winner Josh Lozow two-year winner Michael Simmons CFPreg four-year winner Richard Negreann CPA PFS
Transitions Wealth Management LLC assists those experiencing life transitions (widows divorce retirement inheritance and liquidity events) to make intelligent decisions with their fi nances through a comprehensive fi ve-step process We do this by acting as your personal wealth manager We use a consultative process to identify your current fi nancial situation and challenges and then design solutions intended to help you achieve your most important goals
8101 East Prentice Avenue Suite 800Greenwood Village CO 80111
Phone (303) 221-4867 Toll-free (800) 230-2941
infotransitionswmcom wwwtransitionswmcom
Registered Investment Advisor Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability Transitions Wealth Management LLC and the Five Star program are not affiliated
WINNER
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Profes
sional
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Profes
sional
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
sional
2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340 Ext 2Direct (720) 209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
Personalized Financial Planning
Blending integrity hard work and a willingness to listen to each client like he or she is the only investor in the world Melissa Dyer is dedicated to assisting her clients in reaching their fi nancial goals She uses a hands-on approach when working with clients meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives Five Star Wealth Manager 2012 and 2013
Securities o ered through Raymond James Financial Services Inc Member FINRASIPC The Five Star award is bestowed by an independent third party organization not a liated with Raymond James
CERTIFIED FINANCIAL PLANNERtrade MBA
Two-
Year
Winn
er
Samantha Ediger
15 S Main StBrighton CO 80601
Offi ce (303) 659-5532samanthaledigerwellsfargocomwwwwfadvisorscomsamanthalediger
bull Honest well-thought-out advice bull Custom-tailored investment planning bull Client-focused relationship management
Client-Focused Wealth Management
During my 23 years in fi nancial services I have helped families grow wealth improve retirement lifestyles and preserve income I save you time simplify complex issues and help manage transitions
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC is a registered broker-dealer and a separate non-bank
affiliate of Wells Fargo amp Company Member SIPC [CAR 0813-04471]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor Assistant Vice President ndash Investments
Joseph Kozmata
Raymond James Financial Services 10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340
Josephkozmataraymondjamescom
RaymondJamescomJosephKozmata
bull Comprehensive wealth managementbull Investments tailored to clientsrsquo objectivesbull Personalized service
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade and Chartered Financial Analystreg credentials Joe focuses his eff orts on managing and preserving his clientsrsquo wealth for their fi nancial future He works with his clientsrsquo CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 and 2013
Securities offered through Raymond James Financial Services Inc Member FINRASIPC This Five Star Wealth Manager award is bestowed by an independent third party
organization not affiliated with Raymond James
CFPreg CFAreg
Two-
Year
Winn
er
Gary Mangelsdorf
LPL Financial 14143 Denver W Pkwy Ste 510 Golden CO 80401
Offi ce (303) 393-2378
garymangelsdorflplcom wwwColoradoFinancialPartnerscom
bull Comprehensive fi nancial planning bull Unparalleled client service bull Solid unbiased advice
Your Needs Come First
In todays complex fi nancial environment timely insights and prudent guidance are essential for eff ectively managing personal assets and achieving fi nancial success Over the past 25 years Gary has developed a proprietary asset-allocation model designed to match a clients short- and long-term goals with their tolerance to risk His dedication and experience can help you pursue greater fi nancial well-being Contact Gary today for a free no-obligation consultation
Securities and Financial Planning offered through LPL Finanical a Registered Investment Advisor Member FINRASIPC
Financial Advisor
WINNER
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Profes
sional
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
sional
2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 25
Special advertiSing Section
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80206Phone (303) 331-6434elizabethoingfpcomwwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
Integrity bull Excellence bull Commitment
Elizabeth has an impressive reputation for objective intelligent highly-personalized service Her integrity and experience enable her to deliver eff ective plans that refl ect her clientsrsquo values personal objectives and long-term goals Her breadth of knowledge makes her a trusted fi nancial advisor able to inform motivate and advise clients so they are best positioned for success and peace of mind
Securities and investment advisory services o ered through ING Financial Partners Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by ING Financial Partners
Financial Advisor MBA University of Colorado
Mark Sindrich
1490 South Pearl St Denver CO 80210 Offi ce (303) 744-8899 Toll-free (800) 825-8259 infosindrichcom wwwsindrichcom
bull Clarity confi dence consensus accountability bull Answers to the ldquowhat ifsrdquo that keep you up at night bull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions to each of our clientrsquos unique fi nancial needs that are clear and simple We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Sindrich amp Associates or
Five Star Professional NFP Securities Inc does not provide legal or tax advice
CERTIFIED FINANCIAL PLANNERtrade
Carrie Steinert
1600 Broadway Denver CO 80202 Direct (303) 864-7264 Cell (303) 507-4644 csteinertcsbtcom wwwcsbtcom
bull Relationships built on trust integrity and objective advice bull Customized wealth management solutions bull Easy-to-understand fi nancial strategies
Long Live Personal Relationships
Carrie off ers an array of comprehensive wealth management services designed to meet the needs of high-net-worth individuals families and business owners Every client enjoys a one-on-one relationship to address individual fi nancial priorities For more than 20 years Carrie has delivered an experienced disciplined approach to providing customized solutions for clients Call Carrie Steinert to discuss your fi nancial future
copy2013 Colorado State Bank and Trust a division of BOKF NA Member FDIC Equal Opportunity Lender
Vice President Client Advisor CTFA Series 7 66 ndash IAR Ins
S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce (303) 200-1441Cell (719) 210-6817toddwarburtonraymondjamescom
FrontRangeFinancialConsultingcom
bull Retirement planning bull Custom portfolio management bull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President ndash InvestmentsBranch Manager
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Profes
sional
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Profes
sional
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sional
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2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Special advertiSing Section
8742 Lucent Blvd Ste 600 Highlands Ranch CO 80129 Office (303) 305-5446 randyandersonaxa-advisorscom wwwrjandersonfinancialcom
Randy J Anderson
I provide financial services to help people clarify and define their financial goals recommend strategies that fit their needs and monitor their financial progress
Randy Anderson o ers securities through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity and
insurance products o ered through AXA Network LLC RJ Anderson Financial LLC is not owned or operated by AXA
Advisors or AXA Network AGE-80340(0912)(exp0914)
Financial Professional CFPreg
WINNER
5105 DTC Pkwy Ste 316Greenwood Village CO 80111Office (303) 220-5525 Toll-free (800) 898-5450willisintegrafinancialwswwwintegrafinancialws
Willis Ashby
With more than 30 years of experience Willis offers trusted personalized and value-based financial planning services to help you achieve your goals and minimize risk throughout the changing stages of your life As an independent advisory firm there are no conflicts of interest with banks or a brokerdealer We work only for you
President and CFPreg
4643 S Ulster St Ste 1350Denver CO 80237Office (303) 200-1440Cell (303) 829-4790PaulaBoykaraymondjamescomFrontRangeFinancialConsultingcom
Paula Boyka
Understanding your visionWe believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of appropriate asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President Investments
14143 Denver W Pkwy Ste 510 Golden CO 80401 Direct (303) 942-1717 Office (720) 445-7294 christopherbruhllplcom wwwmyfinancialdynamicscom
Christopher P Bruhl
Our goal at Financial Dynamics LLC is to coordinate both investment and risk management strategies crafting effective multidisciplinary financial plans for business owners self-employed professionals and their key people
Securities amp Financial Planning o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Wealth Advisor ChFCreg CLUreg CFPreg
50 S Steele St Ste 850Denver CO 80209Office (303) 377-7327Phone (800) 313-7239barrybrunerwedbushcom
Barry Bruner
Barry helps his clients achieve their financial g o a l s b y d e s i g n i n g i nv e s t m e n t a n d retirement strategies specific to their needs and objectives He focuses on building long-term relationships with his clients while consistently using a prudent approach to investing
wwwwedbushcom | Member NYSEFINRASIPC
Senior Vice President Investments
Two-
Year
Winn
er
2229 S Joliet WayAurora CO 80014Direct (303) 306-6639katiecollinslplcomwwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 29 years of experience Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
650 S Cherry St Ste 710Denver CO 80246Phone (303) 355-8500frankcoloradoelderlawcom
Frank J Danzo III
Frank has committed his law practice to planning and implementing specialized estate plans for individuals and families Frank is a member of the trust and estate and elder law sections of the Colorado Bar Association and the Denver Estate Planning Council
EstateBusiness Planning Elder Law
370 17th St Ste 2800Denver CO 80202Phone (303) 572-4825phildispensemorganstanleycom
Phil Dispense
Phil has 17 years of experience in retirement planning custom portfolio management and company retirement plansFive Star award winner 2009 ndash 2013
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor CFPreg Chartered Retirement Plans Specialist
WINNER
Daniel C Doherty PC 357 Main StLongmont CO 80501Phone (303) 532-2880Fax (303) 532-2990danieldohertylawcom
Daniel C Doherty
Dan specializes in estate gift and income tax law the law of wills trusts and estates estate planning probate and trust settlement guardianship and conservatorship business formation planning and succession and charitable gifting and asset preservation strategies
JD LLM
Two-
Year
Winn
er
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Profes
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 27
Special advertiSing Section
7979 E Tufts Ave Ste 715Denver CO 80237Office (303) 689-7465patrickjanssenampfcom ameripriseadvisorscompatrickjanssen
Patrick H Janssen
As a Financial Advisor with a Certified Divorce Financial Analyst designation my goal is to help my clients succeed through the complex financial change and recovery that divorce can create
Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise
Financial Services Inc Member FINRA and SIPC
MBA CDFAtrade
3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom
Laurence J Kandel
On behalf of the entire firm I would like to thank our wonderful clients for their continued loyalty and partnership I look forward to our ongoing relationships and find them extremely rewarding
At Obermeyer Asset Management Company we are deeply committed to delivering a highly individualized approach and
sound thoughtful investment advice designed to preserve and grow our clientsrsquo net worth
Vice President Investments and Client Advisory
Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom
Damon L Kaplan
Thank you for this prestigious honor Dedication to clients is the foundation for building long-term relationships and strong partnershipsOur areas of focus include personal business and bankruptcy taxation estatebusiness planning
CPA
7400 E Orchard Rd Ste 120 Greenwood Village CO 80111 Phone (303) 683-9555 wnoycejrwalnutstreetcom
Bill Noyce
As an investment advisor representative with Walnut Street Securities Bill has built his practice around helping clients define achieve and grow their individual financial aspirations
Securities and investment advisory services o ered through registered representatives and investment advisor representatives
of Walnut Street Securities Inc Member FINRASIPC
Investment Advisor Representative
Hall amp Evans LLC1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom
Joyce H Nakamura
With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives Her areas of focus include estate planning trust and estate administration litigation and charitable and business succession planning
WINNER
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office (720) 836-4534
David W Moritz
I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg
1999 Broadway Ste 4000Denver CO 80202Office (303) 298-9600mfineheincpacomwwwHeinCPAcom
Mira Fineacute
Mira provides tax planning and compliance services to family business trusts and estates She assists clients with significant transactions retirement planning succession planning executive compensation planning estate planning exit planning and entity structuring and planning
National Director of Tax Operations
2000 S Colorado BlvdSte 2-630Denver CO 80222Phone (303) 779-2524sgordoncornerstoneassetscomwwwcornerstoneassetscom
Stephen Gordon
Long-term client relationships based on customized planning wealth management s t r a t e g i e s a n d p r o a c t i v e o n g o i n g maintenance Stephen has more than 17 years of experience providing financial services with an independent firm Investment Advisory Services o ered through CUE Financial Group Inc
an SEC-Registered Investment Advisor Branch o ce of and securities o ered through Foothill Securities Inc member FINRASIPC
President Registered Principal
WINNER
LPL Financial5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski
Tom Obarski
Thank you for this award for five years in a rowOur focus working toward the protection of retirement assets and investment education
Securities o ered through LPL Financial Member FINRASIPC
LPL Branch Manager
WINNER
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
Year
Winn
er
14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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Profes
sional
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Profes
sional
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sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 17
Special advertiSing Section
Garret T Jett
Your Wealth Your FutureOur Focal Point
bull Disciplined investment approach based on modern portfolio theory overlaid with technical trend analysis security selection and a tactical allocation for a sophisticated approach to risk management
Left to right Two-year winner Ryan Murphy Kathleen Leopold four-year winner Garret T Jett Financial Advisor Associate Vice President APMASM Gregory Dexter
As a fi nancial advisor my mission is to help you plan for the fi nancial future you envision for yourself and your family My practice works with you to create a plan that simplifi es your overall fi nancial picture Our team uses todayrsquos technology to integrate a sophisticated wealth management program with an emphasis on risk management while striving to set ourselves apart from our competition The goal of this system is to provide you with the confi dence needed to navigate through the ldquonew-normal economyrdquo and prepare for the certainty of uncertainty in life We inform our clients on their investment options for the issues that matter most while adhering to our integrity and ethics
10375 Park Meadows Drive Suite 125Lone Tree CO 80124
Offi ce (303) 222-2612 Ext 2612Toll-free (800) 332-9222 Ext 2612
gjettampfcomameripriseadvisorscomgarrettjett
Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success Brokerage investment and financial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and SIPC Asset allocation does not assure a profit or protect against loss in declining markets
Jerry L Gruber
A Comprehensive Integrated Disciplined Approach
bull A strategy-fi rst approach
bull Dedicated and unbiased service and advice
bull Building lasting client relationships
Left to right Terri Tillotson Offi ce ManagerExecutive Assistant Jody Hinsey Partner 2013 winner Jerry L Gruber Certifi ed Wealth Strategist CLUreg ChFCreg CWS Owner Partner Mary Ann Perez Marketing Coordinator
We are an independent fi nancial planning fi rm and are not tied to any single company or product
The fi rst step in our relationship begins with developing a customized written strategy for each client Once we agree on your strategy we search the universe for the most appropriate fi nancial solutions for you Then we implement review and monitor the strategies to make sure you stay on track toward your personal and fi nancial goals and objectives
68 Inverness Lane East Suite 104Englewood CO 80112
Offi ce (303) 290-6113Toll-free (888) 290-6117
jgrubergreenbookwmcomwwwgreenbookwmcom
Securities offered through First Allied Securities Inc A Registered BrokerDealer Member FINRASIPC Advisory Services offered through First Allied Advisory Services Inccopy Five Star
Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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sional
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2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Johnson Host Investment Group
Expertise You Can Trust
bull Committed to placing our clients fi rst
bull Focused on retirement and income solutions
bull Working in partnership with our community
Left to right Shea Macias Senior Investment Associate four-year winner Charlie Host Associate Vice President ndash Financial Advisor2013 winner Jackie Johnson Vice President ndash Financial Advisor
At Johnson Host Investment Group we are dedicated to earning our clientsrsquo trust by taking the time to get to know them and their families We discuss what is important to them and utilize this information to build individualized wealth management plans that are as unique as they are
Jackie and Charlie both received the Five Star Wealth Manager award in 2013
1200 17th Street Suite 2200Denver CO 80202
Jackie Johnson (303) 595-1102Charlie Host (303) 595-1193Shea Macias (303) 595-1123
wwwjohnsonhostinvestmentgroupcom
Kummer Financial Advisors Team
Helping to Align Your Goals for a Successful Future
bull Creating ethical solutions for more than 26 years
bull Objective personal guidance holistic plannin g
bull Tailored wealth accumulation strategies
Left to right Phil Wilson Julie Fletcher four-year winner Patricia Kummer Greg Richards
A dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy
Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Our full-service team can provide personal attention to your specifi c needs
Our mission is to provide fi nancial services education and advice to professionals and families to better enable them to achieve peace of mind and fi nancial security
8871 Ridgeline Boulevard Suite 100 Highlands Ranch CO 80129
Phone (303) 470-1209
clientservicekummerfi nancialcom wwwKummerFinancialcom
Kummer Financial Strategies Inc is an independent Registered Investment Advisory firm
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 19
Special advertiSing Section
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCO ve-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the fi fth
straight year
4600 South Syracuse Street Suite 1060 Denver CO 80237
Offi ce (303) 757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
WINNER
Life Transition Planners
Innovative Solutions to Navigate Lifersquos Transitions
bull Caring experienced and dedicated
bull Solid principles sound strategies
bull Your goals our mission
Left to right Three-year winner Bob Holland CFPreg 2012 winner Deb Johnson ChFCreg CDFAtrade and ve-year winner Gary Sidder CFPreg
LTP is a fee-based comprehensive fi nancial planning and wealth management practice All of our clients get the benefi ts of a full fi nancial plan before we recommend any course of action beginning with the end in mind As fi duciaries we strive to place the interest of our clients ahead of our own at all times Building lasting relationships and helping our clients to meet their fi nancial and life goals such as wealth accumulation and retirement distribution strategies are the foundations of our practice We are passionate about educating our clients and helping them succeed
Life Transition Planners Inc7631 Shaff er Parkway Suite A bull Littleton CO 80127-3011
Phone (303) 933-6226 bull Toll-free (800) 926-3302
bobhollandlifetransitionplannerscomgarylifetransitionplannerscomdeblifetransitionplannerscomwwwlifetransitionplannerscom
wwwrhollandretirementtimecom
CERTIFIED FINANCIAL PLANNERtrade practitioner as authorized by the Certified Financial Planner Board of StandardsSecurities and Investment Advisory Services offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Life Transition Planners Inc
WINNER
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Profes
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2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Daniel J Predovich
Solutions for Complexity
bull Tax planning and preparation
bull Accounting and bookkeeping
bull Financial services
Two-year winner Daniel J Predovich CPA CFE CFF CITP
We are privileged to live in Colorado and like our clients take full advantage of what Colorado has to off er This shared interest allows us to profoundly connect with clients We look forward to explaining to you the complexities of tax and fi nance in nontechnical terms We work side-by-side with your fi nancial advisors to manage your fi nancial world Our success is a direct measure of our large-fi rm resources molded around small-fi rm friendliness
1745 Shea Center Drive Suite 360 Highlands Ranch CO 80129
Offi ce (303) 791-3000Fax (303) 791-0665
JBolgrendpredovichcomwwwdpredovichcom
Two-
Year
Winn
er
Meridian Wealth Management
Unbiased and Independent
bull Working together on lifersquos ldquowhat ifsrdquo
bull Independence powered by LPL Financial
bull Trusted guidance exceptional service
Left to right Two-year winner Richard Weintraub three-year winner Richard Mowertwo-year winner Tanya Mathews four-year winner David Hansen
It is a great honor for all four partners in Meridian Wealth Management to again receive the coveted Five Star Wealth Manager award
As an independent fi rm we provide truly unbiased investment advice and highly personalized service Founded by seasoned and accomplished investment advisors our fi rm intentionally serves a limited number of valued clients Serving fewer clients lets us develop intimate relationships and create multigenerational trust
4430 Arapahoe Avenue Suite 210Boulder CO 80303
Boulder (720) 274-1656Denver (303) 357-4741
meridianteamcom
Securities offered through LPL Financial member FINRASIPC Investment advice offered through Meridian Wealth Management a registered investment advisor and separate entity from LPL Financialcopy Five
Star Pro
fessio
nal
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 21
Special advertiSing Section
Catherine Stahl Scheuber
You the Client Are the Greatest Asset in Our Business
bull Listening understanding implementing mdash our process
bull Trust confi dentiality quality service mdash focused on you
bull Let us assist you in your fi nancial journey
Left to right 2013 winner Catherine Stahl Scheuber CRPCreg 2009 winner Carshon Rodgers
It is an honor to receive this recognition With more than 30 years of experience in the fi nancial services industry I have navigated through numerous market cycles Together my clients and I have weathered the ups and downs It is managing
reasonable expectations that make us successful Thanks to each of you for your trust It is my passion to assist people in hopes of addressing their fi nancial goals I assist high-net-worth individuals and it is my pleasure
5201 South Yosemite Street Suite 201Greenwood Village CO 80111
Offi ce (303) 963-5705
catherinescheuberlplcom wwwcatherinescheubercom
Securities and Financial Planning offered through LPL Financial a registered Investment Advisor Member FINRASIPC
Sandon Purcell
A Team Approach to Assist
bull More than 60 years of combined experience
bull Multigenerational services
bull D ividend-oriented income strategies
Left to right Loretta Freelong Client Services Manager two-year winner Sandon ldquoSandyrdquo Purcell Branch Manager Daniel ldquoDanrdquo Andrews Financial Advisor
It is our mission to always be committed to our core values of client service integrity and honest advice Having the support of a large fi rm like Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone combined with our independent spirit we believe we are able to off er our clients the very best possible experience
Call us today for a complimentary fi nancial analysis
Purcell Capital Management5299 DTC Boulevard Suite 210Greenwood Village CO 80111
Offi ce (303) 800-3350Toll-free (888) 338-4713
sandonpurcellwfafi netcom wwwpurcellcapitalcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank
affiliate of Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0813-05666]
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Special advertiSing Section
TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Four-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Registered CSA
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 26 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 23 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120 Boulder CO 80302
Kristy (303) 545-1844Noel (303) 545-1845
kristytochiharamorganstanleycom wwwmorganstanleyfacomtochiharaculberso n
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Tom Stefaniak
Investing for Your Best Interest
bull Face-to-face meetings
bull Personalized fi nancial planning
bull Surge and protect investment strategy
2009 2010 2011 2012 and 2013 winner Tom Stefaniak
ldquoOn behalf of all of us at Pinnacle Wealth Management I would like to thank our clients for the trust they have placed in us We truly appreciate itrdquo mdash Tom Stefaniak
Tom Stefaniak is dedicated to developing long-term relationships to provide outstanding client service and accessibility to assist clients with a wide range of fi nancial needs
Tom Stefaniak has been a CERTIFIED FINANCIAL PLANNERtrade practitioner since 1990 and has more than 25 years of experience in the fi nancial services industry
2696 South Colorado Boulevard Suite 430 Denver CO 80222
Offi ce (303) 806-0988
tompinnaclewmcom wwwpinnaclewmcom
Securities offered through LPL Financial ndash Member FINRASIPC ndash Investment Advice offered through Pinnacle Wealth Management a Registered Investment Advisor and a separate entity from LPL Financial
WINNER
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 23
Special advertiSing Section
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce (303) 689-7424Toll-free (800) 991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 years I have been helping clients develop fi nancial planning strategies that address multigenerational planning as well as day-to-day needs My talented team and I strive to enhance our clientsrsquo abilities to make fi nancial and investment decisions
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Private Weath AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
WINNER
John Cox
370 17th St Ste 5100Denver CO 80202
Offi ce (303) 595-2125Toll-free (800) 767-9983johncoxmorganstanleycom
bull Discretionary active account managerbull Average relationship duration 19 yearsbull 30 years as an investment professional
Relationships for the Long Run
In this new era of economic uncertainty the traditional approach to long-term investing needs to be questioned With more than 30 years as an investment professional and asset manager John utilizes active management risk strategies and discipline to build and protect client assets This approach has resulted in relationships that last through generations Is active account management for you
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Portfolio Manager Financial Advisor
Transitions Wealth Management TeamWealth Management Through a
Comprehensive Five-Step Process
bull Simple and elegant wealth management
bull Disciplined approach to our process
bull Collaborative needs-based solutions
Left to right Five-year winner Bruce Bendell CPA PFS three-year winner Josh Lozow two-year winner Michael Simmons CFPreg four-year winner Richard Negreann CPA PFS
Transitions Wealth Management LLC assists those experiencing life transitions (widows divorce retirement inheritance and liquidity events) to make intelligent decisions with their fi nances through a comprehensive fi ve-step process We do this by acting as your personal wealth manager We use a consultative process to identify your current fi nancial situation and challenges and then design solutions intended to help you achieve your most important goals
8101 East Prentice Avenue Suite 800Greenwood Village CO 80111
Phone (303) 221-4867 Toll-free (800) 230-2941
infotransitionswmcom wwwtransitionswmcom
Registered Investment Advisor Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability Transitions Wealth Management LLC and the Five Star program are not affiliated
WINNER
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340 Ext 2Direct (720) 209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
Personalized Financial Planning
Blending integrity hard work and a willingness to listen to each client like he or she is the only investor in the world Melissa Dyer is dedicated to assisting her clients in reaching their fi nancial goals She uses a hands-on approach when working with clients meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives Five Star Wealth Manager 2012 and 2013
Securities o ered through Raymond James Financial Services Inc Member FINRASIPC The Five Star award is bestowed by an independent third party organization not a liated with Raymond James
CERTIFIED FINANCIAL PLANNERtrade MBA
Two-
Year
Winn
er
Samantha Ediger
15 S Main StBrighton CO 80601
Offi ce (303) 659-5532samanthaledigerwellsfargocomwwwwfadvisorscomsamanthalediger
bull Honest well-thought-out advice bull Custom-tailored investment planning bull Client-focused relationship management
Client-Focused Wealth Management
During my 23 years in fi nancial services I have helped families grow wealth improve retirement lifestyles and preserve income I save you time simplify complex issues and help manage transitions
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC is a registered broker-dealer and a separate non-bank
affiliate of Wells Fargo amp Company Member SIPC [CAR 0813-04471]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor Assistant Vice President ndash Investments
Joseph Kozmata
Raymond James Financial Services 10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340
Josephkozmataraymondjamescom
RaymondJamescomJosephKozmata
bull Comprehensive wealth managementbull Investments tailored to clientsrsquo objectivesbull Personalized service
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade and Chartered Financial Analystreg credentials Joe focuses his eff orts on managing and preserving his clientsrsquo wealth for their fi nancial future He works with his clientsrsquo CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 and 2013
Securities offered through Raymond James Financial Services Inc Member FINRASIPC This Five Star Wealth Manager award is bestowed by an independent third party
organization not affiliated with Raymond James
CFPreg CFAreg
Two-
Year
Winn
er
Gary Mangelsdorf
LPL Financial 14143 Denver W Pkwy Ste 510 Golden CO 80401
Offi ce (303) 393-2378
garymangelsdorflplcom wwwColoradoFinancialPartnerscom
bull Comprehensive fi nancial planning bull Unparalleled client service bull Solid unbiased advice
Your Needs Come First
In todays complex fi nancial environment timely insights and prudent guidance are essential for eff ectively managing personal assets and achieving fi nancial success Over the past 25 years Gary has developed a proprietary asset-allocation model designed to match a clients short- and long-term goals with their tolerance to risk His dedication and experience can help you pursue greater fi nancial well-being Contact Gary today for a free no-obligation consultation
Securities and Financial Planning offered through LPL Finanical a Registered Investment Advisor Member FINRASIPC
Financial Advisor
WINNER
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 25
Special advertiSing Section
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80206Phone (303) 331-6434elizabethoingfpcomwwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
Integrity bull Excellence bull Commitment
Elizabeth has an impressive reputation for objective intelligent highly-personalized service Her integrity and experience enable her to deliver eff ective plans that refl ect her clientsrsquo values personal objectives and long-term goals Her breadth of knowledge makes her a trusted fi nancial advisor able to inform motivate and advise clients so they are best positioned for success and peace of mind
Securities and investment advisory services o ered through ING Financial Partners Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by ING Financial Partners
Financial Advisor MBA University of Colorado
Mark Sindrich
1490 South Pearl St Denver CO 80210 Offi ce (303) 744-8899 Toll-free (800) 825-8259 infosindrichcom wwwsindrichcom
bull Clarity confi dence consensus accountability bull Answers to the ldquowhat ifsrdquo that keep you up at night bull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions to each of our clientrsquos unique fi nancial needs that are clear and simple We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Sindrich amp Associates or
Five Star Professional NFP Securities Inc does not provide legal or tax advice
CERTIFIED FINANCIAL PLANNERtrade
Carrie Steinert
1600 Broadway Denver CO 80202 Direct (303) 864-7264 Cell (303) 507-4644 csteinertcsbtcom wwwcsbtcom
bull Relationships built on trust integrity and objective advice bull Customized wealth management solutions bull Easy-to-understand fi nancial strategies
Long Live Personal Relationships
Carrie off ers an array of comprehensive wealth management services designed to meet the needs of high-net-worth individuals families and business owners Every client enjoys a one-on-one relationship to address individual fi nancial priorities For more than 20 years Carrie has delivered an experienced disciplined approach to providing customized solutions for clients Call Carrie Steinert to discuss your fi nancial future
copy2013 Colorado State Bank and Trust a division of BOKF NA Member FDIC Equal Opportunity Lender
Vice President Client Advisor CTFA Series 7 66 ndash IAR Ins
S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce (303) 200-1441Cell (719) 210-6817toddwarburtonraymondjamescom
FrontRangeFinancialConsultingcom
bull Retirement planning bull Custom portfolio management bull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President ndash InvestmentsBranch Manager
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Profes
sional
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Profes
sional
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sional
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2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Special advertiSing Section
8742 Lucent Blvd Ste 600 Highlands Ranch CO 80129 Office (303) 305-5446 randyandersonaxa-advisorscom wwwrjandersonfinancialcom
Randy J Anderson
I provide financial services to help people clarify and define their financial goals recommend strategies that fit their needs and monitor their financial progress
Randy Anderson o ers securities through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity and
insurance products o ered through AXA Network LLC RJ Anderson Financial LLC is not owned or operated by AXA
Advisors or AXA Network AGE-80340(0912)(exp0914)
Financial Professional CFPreg
WINNER
5105 DTC Pkwy Ste 316Greenwood Village CO 80111Office (303) 220-5525 Toll-free (800) 898-5450willisintegrafinancialwswwwintegrafinancialws
Willis Ashby
With more than 30 years of experience Willis offers trusted personalized and value-based financial planning services to help you achieve your goals and minimize risk throughout the changing stages of your life As an independent advisory firm there are no conflicts of interest with banks or a brokerdealer We work only for you
President and CFPreg
4643 S Ulster St Ste 1350Denver CO 80237Office (303) 200-1440Cell (303) 829-4790PaulaBoykaraymondjamescomFrontRangeFinancialConsultingcom
Paula Boyka
Understanding your visionWe believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of appropriate asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President Investments
14143 Denver W Pkwy Ste 510 Golden CO 80401 Direct (303) 942-1717 Office (720) 445-7294 christopherbruhllplcom wwwmyfinancialdynamicscom
Christopher P Bruhl
Our goal at Financial Dynamics LLC is to coordinate both investment and risk management strategies crafting effective multidisciplinary financial plans for business owners self-employed professionals and their key people
Securities amp Financial Planning o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Wealth Advisor ChFCreg CLUreg CFPreg
50 S Steele St Ste 850Denver CO 80209Office (303) 377-7327Phone (800) 313-7239barrybrunerwedbushcom
Barry Bruner
Barry helps his clients achieve their financial g o a l s b y d e s i g n i n g i nv e s t m e n t a n d retirement strategies specific to their needs and objectives He focuses on building long-term relationships with his clients while consistently using a prudent approach to investing
wwwwedbushcom | Member NYSEFINRASIPC
Senior Vice President Investments
Two-
Year
Winn
er
2229 S Joliet WayAurora CO 80014Direct (303) 306-6639katiecollinslplcomwwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 29 years of experience Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
650 S Cherry St Ste 710Denver CO 80246Phone (303) 355-8500frankcoloradoelderlawcom
Frank J Danzo III
Frank has committed his law practice to planning and implementing specialized estate plans for individuals and families Frank is a member of the trust and estate and elder law sections of the Colorado Bar Association and the Denver Estate Planning Council
EstateBusiness Planning Elder Law
370 17th St Ste 2800Denver CO 80202Phone (303) 572-4825phildispensemorganstanleycom
Phil Dispense
Phil has 17 years of experience in retirement planning custom portfolio management and company retirement plansFive Star award winner 2009 ndash 2013
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor CFPreg Chartered Retirement Plans Specialist
WINNER
Daniel C Doherty PC 357 Main StLongmont CO 80501Phone (303) 532-2880Fax (303) 532-2990danieldohertylawcom
Daniel C Doherty
Dan specializes in estate gift and income tax law the law of wills trusts and estates estate planning probate and trust settlement guardianship and conservatorship business formation planning and succession and charitable gifting and asset preservation strategies
JD LLM
Two-
Year
Winn
er
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Profes
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 27
Special advertiSing Section
7979 E Tufts Ave Ste 715Denver CO 80237Office (303) 689-7465patrickjanssenampfcom ameripriseadvisorscompatrickjanssen
Patrick H Janssen
As a Financial Advisor with a Certified Divorce Financial Analyst designation my goal is to help my clients succeed through the complex financial change and recovery that divorce can create
Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise
Financial Services Inc Member FINRA and SIPC
MBA CDFAtrade
3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom
Laurence J Kandel
On behalf of the entire firm I would like to thank our wonderful clients for their continued loyalty and partnership I look forward to our ongoing relationships and find them extremely rewarding
At Obermeyer Asset Management Company we are deeply committed to delivering a highly individualized approach and
sound thoughtful investment advice designed to preserve and grow our clientsrsquo net worth
Vice President Investments and Client Advisory
Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom
Damon L Kaplan
Thank you for this prestigious honor Dedication to clients is the foundation for building long-term relationships and strong partnershipsOur areas of focus include personal business and bankruptcy taxation estatebusiness planning
CPA
7400 E Orchard Rd Ste 120 Greenwood Village CO 80111 Phone (303) 683-9555 wnoycejrwalnutstreetcom
Bill Noyce
As an investment advisor representative with Walnut Street Securities Bill has built his practice around helping clients define achieve and grow their individual financial aspirations
Securities and investment advisory services o ered through registered representatives and investment advisor representatives
of Walnut Street Securities Inc Member FINRASIPC
Investment Advisor Representative
Hall amp Evans LLC1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom
Joyce H Nakamura
With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives Her areas of focus include estate planning trust and estate administration litigation and charitable and business succession planning
WINNER
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office (720) 836-4534
David W Moritz
I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg
1999 Broadway Ste 4000Denver CO 80202Office (303) 298-9600mfineheincpacomwwwHeinCPAcom
Mira Fineacute
Mira provides tax planning and compliance services to family business trusts and estates She assists clients with significant transactions retirement planning succession planning executive compensation planning estate planning exit planning and entity structuring and planning
National Director of Tax Operations
2000 S Colorado BlvdSte 2-630Denver CO 80222Phone (303) 779-2524sgordoncornerstoneassetscomwwwcornerstoneassetscom
Stephen Gordon
Long-term client relationships based on customized planning wealth management s t r a t e g i e s a n d p r o a c t i v e o n g o i n g maintenance Stephen has more than 17 years of experience providing financial services with an independent firm Investment Advisory Services o ered through CUE Financial Group Inc
an SEC-Registered Investment Advisor Branch o ce of and securities o ered through Foothill Securities Inc member FINRASIPC
President Registered Principal
WINNER
LPL Financial5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski
Tom Obarski
Thank you for this award for five years in a rowOur focus working toward the protection of retirement assets and investment education
Securities o ered through LPL Financial Member FINRASIPC
LPL Branch Manager
WINNER
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2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
Year
Winn
er
14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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sional
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sional
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sional
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sional
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2013 Five Star Wealth
Man
agers
FS 18 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Johnson Host Investment Group
Expertise You Can Trust
bull Committed to placing our clients fi rst
bull Focused on retirement and income solutions
bull Working in partnership with our community
Left to right Shea Macias Senior Investment Associate four-year winner Charlie Host Associate Vice President ndash Financial Advisor2013 winner Jackie Johnson Vice President ndash Financial Advisor
At Johnson Host Investment Group we are dedicated to earning our clientsrsquo trust by taking the time to get to know them and their families We discuss what is important to them and utilize this information to build individualized wealth management plans that are as unique as they are
Jackie and Charlie both received the Five Star Wealth Manager award in 2013
1200 17th Street Suite 2200Denver CO 80202
Jackie Johnson (303) 595-1102Charlie Host (303) 595-1193Shea Macias (303) 595-1123
wwwjohnsonhostinvestmentgroupcom
Kummer Financial Advisors Team
Helping to Align Your Goals for a Successful Future
bull Creating ethical solutions for more than 26 years
bull Objective personal guidance holistic plannin g
bull Tailored wealth accumulation strategies
Left to right Phil Wilson Julie Fletcher four-year winner Patricia Kummer Greg Richards
A dedicated team of caring professionals trained to help you reach your goals through a simple yet comprehensive strategy
Education is paramount for investors in all stages of life We empower you to fi nd ways to create your own lifestyle and develop fi nancial confi dence through knowledge Our full-service team can provide personal attention to your specifi c needs
Our mission is to provide fi nancial services education and advice to professionals and families to better enable them to achieve peace of mind and fi nancial security
8871 Ridgeline Boulevard Suite 100 Highlands Ranch CO 80129
Phone (303) 470-1209
clientservicekummerfi nancialcom wwwKummerFinancialcom
Kummer Financial Strategies Inc is an independent Registered Investment Advisory firm
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 19
Special advertiSing Section
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCO ve-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the fi fth
straight year
4600 South Syracuse Street Suite 1060 Denver CO 80237
Offi ce (303) 757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
WINNER
Life Transition Planners
Innovative Solutions to Navigate Lifersquos Transitions
bull Caring experienced and dedicated
bull Solid principles sound strategies
bull Your goals our mission
Left to right Three-year winner Bob Holland CFPreg 2012 winner Deb Johnson ChFCreg CDFAtrade and ve-year winner Gary Sidder CFPreg
LTP is a fee-based comprehensive fi nancial planning and wealth management practice All of our clients get the benefi ts of a full fi nancial plan before we recommend any course of action beginning with the end in mind As fi duciaries we strive to place the interest of our clients ahead of our own at all times Building lasting relationships and helping our clients to meet their fi nancial and life goals such as wealth accumulation and retirement distribution strategies are the foundations of our practice We are passionate about educating our clients and helping them succeed
Life Transition Planners Inc7631 Shaff er Parkway Suite A bull Littleton CO 80127-3011
Phone (303) 933-6226 bull Toll-free (800) 926-3302
bobhollandlifetransitionplannerscomgarylifetransitionplannerscomdeblifetransitionplannerscomwwwlifetransitionplannerscom
wwwrhollandretirementtimecom
CERTIFIED FINANCIAL PLANNERtrade practitioner as authorized by the Certified Financial Planner Board of StandardsSecurities and Investment Advisory Services offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Life Transition Planners Inc
WINNER
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Daniel J Predovich
Solutions for Complexity
bull Tax planning and preparation
bull Accounting and bookkeeping
bull Financial services
Two-year winner Daniel J Predovich CPA CFE CFF CITP
We are privileged to live in Colorado and like our clients take full advantage of what Colorado has to off er This shared interest allows us to profoundly connect with clients We look forward to explaining to you the complexities of tax and fi nance in nontechnical terms We work side-by-side with your fi nancial advisors to manage your fi nancial world Our success is a direct measure of our large-fi rm resources molded around small-fi rm friendliness
1745 Shea Center Drive Suite 360 Highlands Ranch CO 80129
Offi ce (303) 791-3000Fax (303) 791-0665
JBolgrendpredovichcomwwwdpredovichcom
Two-
Year
Winn
er
Meridian Wealth Management
Unbiased and Independent
bull Working together on lifersquos ldquowhat ifsrdquo
bull Independence powered by LPL Financial
bull Trusted guidance exceptional service
Left to right Two-year winner Richard Weintraub three-year winner Richard Mowertwo-year winner Tanya Mathews four-year winner David Hansen
It is a great honor for all four partners in Meridian Wealth Management to again receive the coveted Five Star Wealth Manager award
As an independent fi rm we provide truly unbiased investment advice and highly personalized service Founded by seasoned and accomplished investment advisors our fi rm intentionally serves a limited number of valued clients Serving fewer clients lets us develop intimate relationships and create multigenerational trust
4430 Arapahoe Avenue Suite 210Boulder CO 80303
Boulder (720) 274-1656Denver (303) 357-4741
meridianteamcom
Securities offered through LPL Financial member FINRASIPC Investment advice offered through Meridian Wealth Management a registered investment advisor and separate entity from LPL Financialcopy Five
Star Pro
fessio
nal
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 21
Special advertiSing Section
Catherine Stahl Scheuber
You the Client Are the Greatest Asset in Our Business
bull Listening understanding implementing mdash our process
bull Trust confi dentiality quality service mdash focused on you
bull Let us assist you in your fi nancial journey
Left to right 2013 winner Catherine Stahl Scheuber CRPCreg 2009 winner Carshon Rodgers
It is an honor to receive this recognition With more than 30 years of experience in the fi nancial services industry I have navigated through numerous market cycles Together my clients and I have weathered the ups and downs It is managing
reasonable expectations that make us successful Thanks to each of you for your trust It is my passion to assist people in hopes of addressing their fi nancial goals I assist high-net-worth individuals and it is my pleasure
5201 South Yosemite Street Suite 201Greenwood Village CO 80111
Offi ce (303) 963-5705
catherinescheuberlplcom wwwcatherinescheubercom
Securities and Financial Planning offered through LPL Financial a registered Investment Advisor Member FINRASIPC
Sandon Purcell
A Team Approach to Assist
bull More than 60 years of combined experience
bull Multigenerational services
bull D ividend-oriented income strategies
Left to right Loretta Freelong Client Services Manager two-year winner Sandon ldquoSandyrdquo Purcell Branch Manager Daniel ldquoDanrdquo Andrews Financial Advisor
It is our mission to always be committed to our core values of client service integrity and honest advice Having the support of a large fi rm like Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone combined with our independent spirit we believe we are able to off er our clients the very best possible experience
Call us today for a complimentary fi nancial analysis
Purcell Capital Management5299 DTC Boulevard Suite 210Greenwood Village CO 80111
Offi ce (303) 800-3350Toll-free (888) 338-4713
sandonpurcellwfafi netcom wwwpurcellcapitalcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank
affiliate of Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0813-05666]
Two-
Year
Winn
er
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Profes
sional
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Profes
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2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Special advertiSing Section
TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Four-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Registered CSA
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 26 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 23 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120 Boulder CO 80302
Kristy (303) 545-1844Noel (303) 545-1845
kristytochiharamorganstanleycom wwwmorganstanleyfacomtochiharaculberso n
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Tom Stefaniak
Investing for Your Best Interest
bull Face-to-face meetings
bull Personalized fi nancial planning
bull Surge and protect investment strategy
2009 2010 2011 2012 and 2013 winner Tom Stefaniak
ldquoOn behalf of all of us at Pinnacle Wealth Management I would like to thank our clients for the trust they have placed in us We truly appreciate itrdquo mdash Tom Stefaniak
Tom Stefaniak is dedicated to developing long-term relationships to provide outstanding client service and accessibility to assist clients with a wide range of fi nancial needs
Tom Stefaniak has been a CERTIFIED FINANCIAL PLANNERtrade practitioner since 1990 and has more than 25 years of experience in the fi nancial services industry
2696 South Colorado Boulevard Suite 430 Denver CO 80222
Offi ce (303) 806-0988
tompinnaclewmcom wwwpinnaclewmcom
Securities offered through LPL Financial ndash Member FINRASIPC ndash Investment Advice offered through Pinnacle Wealth Management a Registered Investment Advisor and a separate entity from LPL Financial
WINNER
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Profes
sional
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sional
2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 23
Special advertiSing Section
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce (303) 689-7424Toll-free (800) 991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 years I have been helping clients develop fi nancial planning strategies that address multigenerational planning as well as day-to-day needs My talented team and I strive to enhance our clientsrsquo abilities to make fi nancial and investment decisions
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Private Weath AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
WINNER
John Cox
370 17th St Ste 5100Denver CO 80202
Offi ce (303) 595-2125Toll-free (800) 767-9983johncoxmorganstanleycom
bull Discretionary active account managerbull Average relationship duration 19 yearsbull 30 years as an investment professional
Relationships for the Long Run
In this new era of economic uncertainty the traditional approach to long-term investing needs to be questioned With more than 30 years as an investment professional and asset manager John utilizes active management risk strategies and discipline to build and protect client assets This approach has resulted in relationships that last through generations Is active account management for you
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Portfolio Manager Financial Advisor
Transitions Wealth Management TeamWealth Management Through a
Comprehensive Five-Step Process
bull Simple and elegant wealth management
bull Disciplined approach to our process
bull Collaborative needs-based solutions
Left to right Five-year winner Bruce Bendell CPA PFS three-year winner Josh Lozow two-year winner Michael Simmons CFPreg four-year winner Richard Negreann CPA PFS
Transitions Wealth Management LLC assists those experiencing life transitions (widows divorce retirement inheritance and liquidity events) to make intelligent decisions with their fi nances through a comprehensive fi ve-step process We do this by acting as your personal wealth manager We use a consultative process to identify your current fi nancial situation and challenges and then design solutions intended to help you achieve your most important goals
8101 East Prentice Avenue Suite 800Greenwood Village CO 80111
Phone (303) 221-4867 Toll-free (800) 230-2941
infotransitionswmcom wwwtransitionswmcom
Registered Investment Advisor Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability Transitions Wealth Management LLC and the Five Star program are not affiliated
WINNER
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Profes
sional
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sional
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sional
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2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340 Ext 2Direct (720) 209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
Personalized Financial Planning
Blending integrity hard work and a willingness to listen to each client like he or she is the only investor in the world Melissa Dyer is dedicated to assisting her clients in reaching their fi nancial goals She uses a hands-on approach when working with clients meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives Five Star Wealth Manager 2012 and 2013
Securities o ered through Raymond James Financial Services Inc Member FINRASIPC The Five Star award is bestowed by an independent third party organization not a liated with Raymond James
CERTIFIED FINANCIAL PLANNERtrade MBA
Two-
Year
Winn
er
Samantha Ediger
15 S Main StBrighton CO 80601
Offi ce (303) 659-5532samanthaledigerwellsfargocomwwwwfadvisorscomsamanthalediger
bull Honest well-thought-out advice bull Custom-tailored investment planning bull Client-focused relationship management
Client-Focused Wealth Management
During my 23 years in fi nancial services I have helped families grow wealth improve retirement lifestyles and preserve income I save you time simplify complex issues and help manage transitions
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC is a registered broker-dealer and a separate non-bank
affiliate of Wells Fargo amp Company Member SIPC [CAR 0813-04471]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor Assistant Vice President ndash Investments
Joseph Kozmata
Raymond James Financial Services 10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340
Josephkozmataraymondjamescom
RaymondJamescomJosephKozmata
bull Comprehensive wealth managementbull Investments tailored to clientsrsquo objectivesbull Personalized service
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade and Chartered Financial Analystreg credentials Joe focuses his eff orts on managing and preserving his clientsrsquo wealth for their fi nancial future He works with his clientsrsquo CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 and 2013
Securities offered through Raymond James Financial Services Inc Member FINRASIPC This Five Star Wealth Manager award is bestowed by an independent third party
organization not affiliated with Raymond James
CFPreg CFAreg
Two-
Year
Winn
er
Gary Mangelsdorf
LPL Financial 14143 Denver W Pkwy Ste 510 Golden CO 80401
Offi ce (303) 393-2378
garymangelsdorflplcom wwwColoradoFinancialPartnerscom
bull Comprehensive fi nancial planning bull Unparalleled client service bull Solid unbiased advice
Your Needs Come First
In todays complex fi nancial environment timely insights and prudent guidance are essential for eff ectively managing personal assets and achieving fi nancial success Over the past 25 years Gary has developed a proprietary asset-allocation model designed to match a clients short- and long-term goals with their tolerance to risk His dedication and experience can help you pursue greater fi nancial well-being Contact Gary today for a free no-obligation consultation
Securities and Financial Planning offered through LPL Finanical a Registered Investment Advisor Member FINRASIPC
Financial Advisor
WINNER
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sional
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sional
2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 25
Special advertiSing Section
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80206Phone (303) 331-6434elizabethoingfpcomwwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
Integrity bull Excellence bull Commitment
Elizabeth has an impressive reputation for objective intelligent highly-personalized service Her integrity and experience enable her to deliver eff ective plans that refl ect her clientsrsquo values personal objectives and long-term goals Her breadth of knowledge makes her a trusted fi nancial advisor able to inform motivate and advise clients so they are best positioned for success and peace of mind
Securities and investment advisory services o ered through ING Financial Partners Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by ING Financial Partners
Financial Advisor MBA University of Colorado
Mark Sindrich
1490 South Pearl St Denver CO 80210 Offi ce (303) 744-8899 Toll-free (800) 825-8259 infosindrichcom wwwsindrichcom
bull Clarity confi dence consensus accountability bull Answers to the ldquowhat ifsrdquo that keep you up at night bull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions to each of our clientrsquos unique fi nancial needs that are clear and simple We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Sindrich amp Associates or
Five Star Professional NFP Securities Inc does not provide legal or tax advice
CERTIFIED FINANCIAL PLANNERtrade
Carrie Steinert
1600 Broadway Denver CO 80202 Direct (303) 864-7264 Cell (303) 507-4644 csteinertcsbtcom wwwcsbtcom
bull Relationships built on trust integrity and objective advice bull Customized wealth management solutions bull Easy-to-understand fi nancial strategies
Long Live Personal Relationships
Carrie off ers an array of comprehensive wealth management services designed to meet the needs of high-net-worth individuals families and business owners Every client enjoys a one-on-one relationship to address individual fi nancial priorities For more than 20 years Carrie has delivered an experienced disciplined approach to providing customized solutions for clients Call Carrie Steinert to discuss your fi nancial future
copy2013 Colorado State Bank and Trust a division of BOKF NA Member FDIC Equal Opportunity Lender
Vice President Client Advisor CTFA Series 7 66 ndash IAR Ins
S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce (303) 200-1441Cell (719) 210-6817toddwarburtonraymondjamescom
FrontRangeFinancialConsultingcom
bull Retirement planning bull Custom portfolio management bull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President ndash InvestmentsBranch Manager
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Profes
sional
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Profes
sional
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Special advertiSing Section
8742 Lucent Blvd Ste 600 Highlands Ranch CO 80129 Office (303) 305-5446 randyandersonaxa-advisorscom wwwrjandersonfinancialcom
Randy J Anderson
I provide financial services to help people clarify and define their financial goals recommend strategies that fit their needs and monitor their financial progress
Randy Anderson o ers securities through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity and
insurance products o ered through AXA Network LLC RJ Anderson Financial LLC is not owned or operated by AXA
Advisors or AXA Network AGE-80340(0912)(exp0914)
Financial Professional CFPreg
WINNER
5105 DTC Pkwy Ste 316Greenwood Village CO 80111Office (303) 220-5525 Toll-free (800) 898-5450willisintegrafinancialwswwwintegrafinancialws
Willis Ashby
With more than 30 years of experience Willis offers trusted personalized and value-based financial planning services to help you achieve your goals and minimize risk throughout the changing stages of your life As an independent advisory firm there are no conflicts of interest with banks or a brokerdealer We work only for you
President and CFPreg
4643 S Ulster St Ste 1350Denver CO 80237Office (303) 200-1440Cell (303) 829-4790PaulaBoykaraymondjamescomFrontRangeFinancialConsultingcom
Paula Boyka
Understanding your visionWe believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of appropriate asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President Investments
14143 Denver W Pkwy Ste 510 Golden CO 80401 Direct (303) 942-1717 Office (720) 445-7294 christopherbruhllplcom wwwmyfinancialdynamicscom
Christopher P Bruhl
Our goal at Financial Dynamics LLC is to coordinate both investment and risk management strategies crafting effective multidisciplinary financial plans for business owners self-employed professionals and their key people
Securities amp Financial Planning o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Wealth Advisor ChFCreg CLUreg CFPreg
50 S Steele St Ste 850Denver CO 80209Office (303) 377-7327Phone (800) 313-7239barrybrunerwedbushcom
Barry Bruner
Barry helps his clients achieve their financial g o a l s b y d e s i g n i n g i nv e s t m e n t a n d retirement strategies specific to their needs and objectives He focuses on building long-term relationships with his clients while consistently using a prudent approach to investing
wwwwedbushcom | Member NYSEFINRASIPC
Senior Vice President Investments
Two-
Year
Winn
er
2229 S Joliet WayAurora CO 80014Direct (303) 306-6639katiecollinslplcomwwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 29 years of experience Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
650 S Cherry St Ste 710Denver CO 80246Phone (303) 355-8500frankcoloradoelderlawcom
Frank J Danzo III
Frank has committed his law practice to planning and implementing specialized estate plans for individuals and families Frank is a member of the trust and estate and elder law sections of the Colorado Bar Association and the Denver Estate Planning Council
EstateBusiness Planning Elder Law
370 17th St Ste 2800Denver CO 80202Phone (303) 572-4825phildispensemorganstanleycom
Phil Dispense
Phil has 17 years of experience in retirement planning custom portfolio management and company retirement plansFive Star award winner 2009 ndash 2013
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor CFPreg Chartered Retirement Plans Specialist
WINNER
Daniel C Doherty PC 357 Main StLongmont CO 80501Phone (303) 532-2880Fax (303) 532-2990danieldohertylawcom
Daniel C Doherty
Dan specializes in estate gift and income tax law the law of wills trusts and estates estate planning probate and trust settlement guardianship and conservatorship business formation planning and succession and charitable gifting and asset preservation strategies
JD LLM
Two-
Year
Winn
er
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 27
Special advertiSing Section
7979 E Tufts Ave Ste 715Denver CO 80237Office (303) 689-7465patrickjanssenampfcom ameripriseadvisorscompatrickjanssen
Patrick H Janssen
As a Financial Advisor with a Certified Divorce Financial Analyst designation my goal is to help my clients succeed through the complex financial change and recovery that divorce can create
Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise
Financial Services Inc Member FINRA and SIPC
MBA CDFAtrade
3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom
Laurence J Kandel
On behalf of the entire firm I would like to thank our wonderful clients for their continued loyalty and partnership I look forward to our ongoing relationships and find them extremely rewarding
At Obermeyer Asset Management Company we are deeply committed to delivering a highly individualized approach and
sound thoughtful investment advice designed to preserve and grow our clientsrsquo net worth
Vice President Investments and Client Advisory
Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom
Damon L Kaplan
Thank you for this prestigious honor Dedication to clients is the foundation for building long-term relationships and strong partnershipsOur areas of focus include personal business and bankruptcy taxation estatebusiness planning
CPA
7400 E Orchard Rd Ste 120 Greenwood Village CO 80111 Phone (303) 683-9555 wnoycejrwalnutstreetcom
Bill Noyce
As an investment advisor representative with Walnut Street Securities Bill has built his practice around helping clients define achieve and grow their individual financial aspirations
Securities and investment advisory services o ered through registered representatives and investment advisor representatives
of Walnut Street Securities Inc Member FINRASIPC
Investment Advisor Representative
Hall amp Evans LLC1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom
Joyce H Nakamura
With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives Her areas of focus include estate planning trust and estate administration litigation and charitable and business succession planning
WINNER
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office (720) 836-4534
David W Moritz
I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg
1999 Broadway Ste 4000Denver CO 80202Office (303) 298-9600mfineheincpacomwwwHeinCPAcom
Mira Fineacute
Mira provides tax planning and compliance services to family business trusts and estates She assists clients with significant transactions retirement planning succession planning executive compensation planning estate planning exit planning and entity structuring and planning
National Director of Tax Operations
2000 S Colorado BlvdSte 2-630Denver CO 80222Phone (303) 779-2524sgordoncornerstoneassetscomwwwcornerstoneassetscom
Stephen Gordon
Long-term client relationships based on customized planning wealth management s t r a t e g i e s a n d p r o a c t i v e o n g o i n g maintenance Stephen has more than 17 years of experience providing financial services with an independent firm Investment Advisory Services o ered through CUE Financial Group Inc
an SEC-Registered Investment Advisor Branch o ce of and securities o ered through Foothill Securities Inc member FINRASIPC
President Registered Principal
WINNER
LPL Financial5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski
Tom Obarski
Thank you for this award for five years in a rowOur focus working toward the protection of retirement assets and investment education
Securities o ered through LPL Financial Member FINRASIPC
LPL Branch Manager
WINNER
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Profes
sional
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Profes
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2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
Year
Winn
er
14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 19
Special advertiSing Section
Maurer amp Associates
A Tradition of Trust
bull Independent investment advisor
bull Time-tested process to meet clientsrsquo needs
bull Solutions for volatile global fi nancial markets
Left to right Michael Haines Investment Manager Shay Lindemann CCO ve-year winner Roger Maurer Investment Manager
Financial asset management is our only business we are passionate about our clientsrsquo success We deliver personalized service through our dedicated and knowledgeable professionals Clients have direct access to our money managers Roger Maurer a nationally recognized economist and Michael Haines We off er unbiased disciplined advice combined with decades of experience in all market environments It is an honor for Roger to receive this award for the fi fth
straight year
4600 South Syracuse Street Suite 1060 Denver CO 80237
Offi ce (303) 757-5350
MACMinfocomcastnet
Maurer amp Associates is an independent advisory firm registered with the State of Colorado Division of Securities
WINNER
Life Transition Planners
Innovative Solutions to Navigate Lifersquos Transitions
bull Caring experienced and dedicated
bull Solid principles sound strategies
bull Your goals our mission
Left to right Three-year winner Bob Holland CFPreg 2012 winner Deb Johnson ChFCreg CDFAtrade and ve-year winner Gary Sidder CFPreg
LTP is a fee-based comprehensive fi nancial planning and wealth management practice All of our clients get the benefi ts of a full fi nancial plan before we recommend any course of action beginning with the end in mind As fi duciaries we strive to place the interest of our clients ahead of our own at all times Building lasting relationships and helping our clients to meet their fi nancial and life goals such as wealth accumulation and retirement distribution strategies are the foundations of our practice We are passionate about educating our clients and helping them succeed
Life Transition Planners Inc7631 Shaff er Parkway Suite A bull Littleton CO 80127-3011
Phone (303) 933-6226 bull Toll-free (800) 926-3302
bobhollandlifetransitionplannerscomgarylifetransitionplannerscomdeblifetransitionplannerscomwwwlifetransitionplannerscom
wwwrhollandretirementtimecom
CERTIFIED FINANCIAL PLANNERtrade practitioner as authorized by the Certified Financial Planner Board of StandardsSecurities and Investment Advisory Services offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Life Transition Planners Inc
WINNER
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Profes
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Daniel J Predovich
Solutions for Complexity
bull Tax planning and preparation
bull Accounting and bookkeeping
bull Financial services
Two-year winner Daniel J Predovich CPA CFE CFF CITP
We are privileged to live in Colorado and like our clients take full advantage of what Colorado has to off er This shared interest allows us to profoundly connect with clients We look forward to explaining to you the complexities of tax and fi nance in nontechnical terms We work side-by-side with your fi nancial advisors to manage your fi nancial world Our success is a direct measure of our large-fi rm resources molded around small-fi rm friendliness
1745 Shea Center Drive Suite 360 Highlands Ranch CO 80129
Offi ce (303) 791-3000Fax (303) 791-0665
JBolgrendpredovichcomwwwdpredovichcom
Two-
Year
Winn
er
Meridian Wealth Management
Unbiased and Independent
bull Working together on lifersquos ldquowhat ifsrdquo
bull Independence powered by LPL Financial
bull Trusted guidance exceptional service
Left to right Two-year winner Richard Weintraub three-year winner Richard Mowertwo-year winner Tanya Mathews four-year winner David Hansen
It is a great honor for all four partners in Meridian Wealth Management to again receive the coveted Five Star Wealth Manager award
As an independent fi rm we provide truly unbiased investment advice and highly personalized service Founded by seasoned and accomplished investment advisors our fi rm intentionally serves a limited number of valued clients Serving fewer clients lets us develop intimate relationships and create multigenerational trust
4430 Arapahoe Avenue Suite 210Boulder CO 80303
Boulder (720) 274-1656Denver (303) 357-4741
meridianteamcom
Securities offered through LPL Financial member FINRASIPC Investment advice offered through Meridian Wealth Management a registered investment advisor and separate entity from LPL Financialcopy Five
Star Pro
fessio
nal
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 21
Special advertiSing Section
Catherine Stahl Scheuber
You the Client Are the Greatest Asset in Our Business
bull Listening understanding implementing mdash our process
bull Trust confi dentiality quality service mdash focused on you
bull Let us assist you in your fi nancial journey
Left to right 2013 winner Catherine Stahl Scheuber CRPCreg 2009 winner Carshon Rodgers
It is an honor to receive this recognition With more than 30 years of experience in the fi nancial services industry I have navigated through numerous market cycles Together my clients and I have weathered the ups and downs It is managing
reasonable expectations that make us successful Thanks to each of you for your trust It is my passion to assist people in hopes of addressing their fi nancial goals I assist high-net-worth individuals and it is my pleasure
5201 South Yosemite Street Suite 201Greenwood Village CO 80111
Offi ce (303) 963-5705
catherinescheuberlplcom wwwcatherinescheubercom
Securities and Financial Planning offered through LPL Financial a registered Investment Advisor Member FINRASIPC
Sandon Purcell
A Team Approach to Assist
bull More than 60 years of combined experience
bull Multigenerational services
bull D ividend-oriented income strategies
Left to right Loretta Freelong Client Services Manager two-year winner Sandon ldquoSandyrdquo Purcell Branch Manager Daniel ldquoDanrdquo Andrews Financial Advisor
It is our mission to always be committed to our core values of client service integrity and honest advice Having the support of a large fi rm like Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone combined with our independent spirit we believe we are able to off er our clients the very best possible experience
Call us today for a complimentary fi nancial analysis
Purcell Capital Management5299 DTC Boulevard Suite 210Greenwood Village CO 80111
Offi ce (303) 800-3350Toll-free (888) 338-4713
sandonpurcellwfafi netcom wwwpurcellcapitalcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank
affiliate of Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0813-05666]
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Special advertiSing Section
TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Four-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Registered CSA
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 26 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 23 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120 Boulder CO 80302
Kristy (303) 545-1844Noel (303) 545-1845
kristytochiharamorganstanleycom wwwmorganstanleyfacomtochiharaculberso n
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Tom Stefaniak
Investing for Your Best Interest
bull Face-to-face meetings
bull Personalized fi nancial planning
bull Surge and protect investment strategy
2009 2010 2011 2012 and 2013 winner Tom Stefaniak
ldquoOn behalf of all of us at Pinnacle Wealth Management I would like to thank our clients for the trust they have placed in us We truly appreciate itrdquo mdash Tom Stefaniak
Tom Stefaniak is dedicated to developing long-term relationships to provide outstanding client service and accessibility to assist clients with a wide range of fi nancial needs
Tom Stefaniak has been a CERTIFIED FINANCIAL PLANNERtrade practitioner since 1990 and has more than 25 years of experience in the fi nancial services industry
2696 South Colorado Boulevard Suite 430 Denver CO 80222
Offi ce (303) 806-0988
tompinnaclewmcom wwwpinnaclewmcom
Securities offered through LPL Financial ndash Member FINRASIPC ndash Investment Advice offered through Pinnacle Wealth Management a Registered Investment Advisor and a separate entity from LPL Financial
WINNER
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 23
Special advertiSing Section
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce (303) 689-7424Toll-free (800) 991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 years I have been helping clients develop fi nancial planning strategies that address multigenerational planning as well as day-to-day needs My talented team and I strive to enhance our clientsrsquo abilities to make fi nancial and investment decisions
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Private Weath AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
WINNER
John Cox
370 17th St Ste 5100Denver CO 80202
Offi ce (303) 595-2125Toll-free (800) 767-9983johncoxmorganstanleycom
bull Discretionary active account managerbull Average relationship duration 19 yearsbull 30 years as an investment professional
Relationships for the Long Run
In this new era of economic uncertainty the traditional approach to long-term investing needs to be questioned With more than 30 years as an investment professional and asset manager John utilizes active management risk strategies and discipline to build and protect client assets This approach has resulted in relationships that last through generations Is active account management for you
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Portfolio Manager Financial Advisor
Transitions Wealth Management TeamWealth Management Through a
Comprehensive Five-Step Process
bull Simple and elegant wealth management
bull Disciplined approach to our process
bull Collaborative needs-based solutions
Left to right Five-year winner Bruce Bendell CPA PFS three-year winner Josh Lozow two-year winner Michael Simmons CFPreg four-year winner Richard Negreann CPA PFS
Transitions Wealth Management LLC assists those experiencing life transitions (widows divorce retirement inheritance and liquidity events) to make intelligent decisions with their fi nances through a comprehensive fi ve-step process We do this by acting as your personal wealth manager We use a consultative process to identify your current fi nancial situation and challenges and then design solutions intended to help you achieve your most important goals
8101 East Prentice Avenue Suite 800Greenwood Village CO 80111
Phone (303) 221-4867 Toll-free (800) 230-2941
infotransitionswmcom wwwtransitionswmcom
Registered Investment Advisor Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability Transitions Wealth Management LLC and the Five Star program are not affiliated
WINNER
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Profes
sional
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Profes
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Profes
sional
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2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340 Ext 2Direct (720) 209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
Personalized Financial Planning
Blending integrity hard work and a willingness to listen to each client like he or she is the only investor in the world Melissa Dyer is dedicated to assisting her clients in reaching their fi nancial goals She uses a hands-on approach when working with clients meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives Five Star Wealth Manager 2012 and 2013
Securities o ered through Raymond James Financial Services Inc Member FINRASIPC The Five Star award is bestowed by an independent third party organization not a liated with Raymond James
CERTIFIED FINANCIAL PLANNERtrade MBA
Two-
Year
Winn
er
Samantha Ediger
15 S Main StBrighton CO 80601
Offi ce (303) 659-5532samanthaledigerwellsfargocomwwwwfadvisorscomsamanthalediger
bull Honest well-thought-out advice bull Custom-tailored investment planning bull Client-focused relationship management
Client-Focused Wealth Management
During my 23 years in fi nancial services I have helped families grow wealth improve retirement lifestyles and preserve income I save you time simplify complex issues and help manage transitions
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC is a registered broker-dealer and a separate non-bank
affiliate of Wells Fargo amp Company Member SIPC [CAR 0813-04471]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor Assistant Vice President ndash Investments
Joseph Kozmata
Raymond James Financial Services 10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340
Josephkozmataraymondjamescom
RaymondJamescomJosephKozmata
bull Comprehensive wealth managementbull Investments tailored to clientsrsquo objectivesbull Personalized service
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade and Chartered Financial Analystreg credentials Joe focuses his eff orts on managing and preserving his clientsrsquo wealth for their fi nancial future He works with his clientsrsquo CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 and 2013
Securities offered through Raymond James Financial Services Inc Member FINRASIPC This Five Star Wealth Manager award is bestowed by an independent third party
organization not affiliated with Raymond James
CFPreg CFAreg
Two-
Year
Winn
er
Gary Mangelsdorf
LPL Financial 14143 Denver W Pkwy Ste 510 Golden CO 80401
Offi ce (303) 393-2378
garymangelsdorflplcom wwwColoradoFinancialPartnerscom
bull Comprehensive fi nancial planning bull Unparalleled client service bull Solid unbiased advice
Your Needs Come First
In todays complex fi nancial environment timely insights and prudent guidance are essential for eff ectively managing personal assets and achieving fi nancial success Over the past 25 years Gary has developed a proprietary asset-allocation model designed to match a clients short- and long-term goals with their tolerance to risk His dedication and experience can help you pursue greater fi nancial well-being Contact Gary today for a free no-obligation consultation
Securities and Financial Planning offered through LPL Finanical a Registered Investment Advisor Member FINRASIPC
Financial Advisor
WINNER
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Profes
sional
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
sional
2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 25
Special advertiSing Section
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80206Phone (303) 331-6434elizabethoingfpcomwwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
Integrity bull Excellence bull Commitment
Elizabeth has an impressive reputation for objective intelligent highly-personalized service Her integrity and experience enable her to deliver eff ective plans that refl ect her clientsrsquo values personal objectives and long-term goals Her breadth of knowledge makes her a trusted fi nancial advisor able to inform motivate and advise clients so they are best positioned for success and peace of mind
Securities and investment advisory services o ered through ING Financial Partners Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by ING Financial Partners
Financial Advisor MBA University of Colorado
Mark Sindrich
1490 South Pearl St Denver CO 80210 Offi ce (303) 744-8899 Toll-free (800) 825-8259 infosindrichcom wwwsindrichcom
bull Clarity confi dence consensus accountability bull Answers to the ldquowhat ifsrdquo that keep you up at night bull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions to each of our clientrsquos unique fi nancial needs that are clear and simple We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Sindrich amp Associates or
Five Star Professional NFP Securities Inc does not provide legal or tax advice
CERTIFIED FINANCIAL PLANNERtrade
Carrie Steinert
1600 Broadway Denver CO 80202 Direct (303) 864-7264 Cell (303) 507-4644 csteinertcsbtcom wwwcsbtcom
bull Relationships built on trust integrity and objective advice bull Customized wealth management solutions bull Easy-to-understand fi nancial strategies
Long Live Personal Relationships
Carrie off ers an array of comprehensive wealth management services designed to meet the needs of high-net-worth individuals families and business owners Every client enjoys a one-on-one relationship to address individual fi nancial priorities For more than 20 years Carrie has delivered an experienced disciplined approach to providing customized solutions for clients Call Carrie Steinert to discuss your fi nancial future
copy2013 Colorado State Bank and Trust a division of BOKF NA Member FDIC Equal Opportunity Lender
Vice President Client Advisor CTFA Series 7 66 ndash IAR Ins
S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce (303) 200-1441Cell (719) 210-6817toddwarburtonraymondjamescom
FrontRangeFinancialConsultingcom
bull Retirement planning bull Custom portfolio management bull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President ndash InvestmentsBranch Manager
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
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sional
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Profes
sional
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sional
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Profes
sional
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Special advertiSing Section
8742 Lucent Blvd Ste 600 Highlands Ranch CO 80129 Office (303) 305-5446 randyandersonaxa-advisorscom wwwrjandersonfinancialcom
Randy J Anderson
I provide financial services to help people clarify and define their financial goals recommend strategies that fit their needs and monitor their financial progress
Randy Anderson o ers securities through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity and
insurance products o ered through AXA Network LLC RJ Anderson Financial LLC is not owned or operated by AXA
Advisors or AXA Network AGE-80340(0912)(exp0914)
Financial Professional CFPreg
WINNER
5105 DTC Pkwy Ste 316Greenwood Village CO 80111Office (303) 220-5525 Toll-free (800) 898-5450willisintegrafinancialwswwwintegrafinancialws
Willis Ashby
With more than 30 years of experience Willis offers trusted personalized and value-based financial planning services to help you achieve your goals and minimize risk throughout the changing stages of your life As an independent advisory firm there are no conflicts of interest with banks or a brokerdealer We work only for you
President and CFPreg
4643 S Ulster St Ste 1350Denver CO 80237Office (303) 200-1440Cell (303) 829-4790PaulaBoykaraymondjamescomFrontRangeFinancialConsultingcom
Paula Boyka
Understanding your visionWe believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of appropriate asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President Investments
14143 Denver W Pkwy Ste 510 Golden CO 80401 Direct (303) 942-1717 Office (720) 445-7294 christopherbruhllplcom wwwmyfinancialdynamicscom
Christopher P Bruhl
Our goal at Financial Dynamics LLC is to coordinate both investment and risk management strategies crafting effective multidisciplinary financial plans for business owners self-employed professionals and their key people
Securities amp Financial Planning o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Wealth Advisor ChFCreg CLUreg CFPreg
50 S Steele St Ste 850Denver CO 80209Office (303) 377-7327Phone (800) 313-7239barrybrunerwedbushcom
Barry Bruner
Barry helps his clients achieve their financial g o a l s b y d e s i g n i n g i nv e s t m e n t a n d retirement strategies specific to their needs and objectives He focuses on building long-term relationships with his clients while consistently using a prudent approach to investing
wwwwedbushcom | Member NYSEFINRASIPC
Senior Vice President Investments
Two-
Year
Winn
er
2229 S Joliet WayAurora CO 80014Direct (303) 306-6639katiecollinslplcomwwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 29 years of experience Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
650 S Cherry St Ste 710Denver CO 80246Phone (303) 355-8500frankcoloradoelderlawcom
Frank J Danzo III
Frank has committed his law practice to planning and implementing specialized estate plans for individuals and families Frank is a member of the trust and estate and elder law sections of the Colorado Bar Association and the Denver Estate Planning Council
EstateBusiness Planning Elder Law
370 17th St Ste 2800Denver CO 80202Phone (303) 572-4825phildispensemorganstanleycom
Phil Dispense
Phil has 17 years of experience in retirement planning custom portfolio management and company retirement plansFive Star award winner 2009 ndash 2013
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor CFPreg Chartered Retirement Plans Specialist
WINNER
Daniel C Doherty PC 357 Main StLongmont CO 80501Phone (303) 532-2880Fax (303) 532-2990danieldohertylawcom
Daniel C Doherty
Dan specializes in estate gift and income tax law the law of wills trusts and estates estate planning probate and trust settlement guardianship and conservatorship business formation planning and succession and charitable gifting and asset preservation strategies
JD LLM
Two-
Year
Winn
er
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
sional
2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 27
Special advertiSing Section
7979 E Tufts Ave Ste 715Denver CO 80237Office (303) 689-7465patrickjanssenampfcom ameripriseadvisorscompatrickjanssen
Patrick H Janssen
As a Financial Advisor with a Certified Divorce Financial Analyst designation my goal is to help my clients succeed through the complex financial change and recovery that divorce can create
Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise
Financial Services Inc Member FINRA and SIPC
MBA CDFAtrade
3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom
Laurence J Kandel
On behalf of the entire firm I would like to thank our wonderful clients for their continued loyalty and partnership I look forward to our ongoing relationships and find them extremely rewarding
At Obermeyer Asset Management Company we are deeply committed to delivering a highly individualized approach and
sound thoughtful investment advice designed to preserve and grow our clientsrsquo net worth
Vice President Investments and Client Advisory
Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom
Damon L Kaplan
Thank you for this prestigious honor Dedication to clients is the foundation for building long-term relationships and strong partnershipsOur areas of focus include personal business and bankruptcy taxation estatebusiness planning
CPA
7400 E Orchard Rd Ste 120 Greenwood Village CO 80111 Phone (303) 683-9555 wnoycejrwalnutstreetcom
Bill Noyce
As an investment advisor representative with Walnut Street Securities Bill has built his practice around helping clients define achieve and grow their individual financial aspirations
Securities and investment advisory services o ered through registered representatives and investment advisor representatives
of Walnut Street Securities Inc Member FINRASIPC
Investment Advisor Representative
Hall amp Evans LLC1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom
Joyce H Nakamura
With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives Her areas of focus include estate planning trust and estate administration litigation and charitable and business succession planning
WINNER
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office (720) 836-4534
David W Moritz
I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg
1999 Broadway Ste 4000Denver CO 80202Office (303) 298-9600mfineheincpacomwwwHeinCPAcom
Mira Fineacute
Mira provides tax planning and compliance services to family business trusts and estates She assists clients with significant transactions retirement planning succession planning executive compensation planning estate planning exit planning and entity structuring and planning
National Director of Tax Operations
2000 S Colorado BlvdSte 2-630Denver CO 80222Phone (303) 779-2524sgordoncornerstoneassetscomwwwcornerstoneassetscom
Stephen Gordon
Long-term client relationships based on customized planning wealth management s t r a t e g i e s a n d p r o a c t i v e o n g o i n g maintenance Stephen has more than 17 years of experience providing financial services with an independent firm Investment Advisory Services o ered through CUE Financial Group Inc
an SEC-Registered Investment Advisor Branch o ce of and securities o ered through Foothill Securities Inc member FINRASIPC
President Registered Principal
WINNER
LPL Financial5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski
Tom Obarski
Thank you for this award for five years in a rowOur focus working toward the protection of retirement assets and investment education
Securities o ered through LPL Financial Member FINRASIPC
LPL Branch Manager
WINNER
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Profes
sional
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Profes
sional
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Profes
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2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
Year
Winn
er
14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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Profes
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2013 Five Star Wealth
Man
agers
FS 20 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Daniel J Predovich
Solutions for Complexity
bull Tax planning and preparation
bull Accounting and bookkeeping
bull Financial services
Two-year winner Daniel J Predovich CPA CFE CFF CITP
We are privileged to live in Colorado and like our clients take full advantage of what Colorado has to off er This shared interest allows us to profoundly connect with clients We look forward to explaining to you the complexities of tax and fi nance in nontechnical terms We work side-by-side with your fi nancial advisors to manage your fi nancial world Our success is a direct measure of our large-fi rm resources molded around small-fi rm friendliness
1745 Shea Center Drive Suite 360 Highlands Ranch CO 80129
Offi ce (303) 791-3000Fax (303) 791-0665
JBolgrendpredovichcomwwwdpredovichcom
Two-
Year
Winn
er
Meridian Wealth Management
Unbiased and Independent
bull Working together on lifersquos ldquowhat ifsrdquo
bull Independence powered by LPL Financial
bull Trusted guidance exceptional service
Left to right Two-year winner Richard Weintraub three-year winner Richard Mowertwo-year winner Tanya Mathews four-year winner David Hansen
It is a great honor for all four partners in Meridian Wealth Management to again receive the coveted Five Star Wealth Manager award
As an independent fi rm we provide truly unbiased investment advice and highly personalized service Founded by seasoned and accomplished investment advisors our fi rm intentionally serves a limited number of valued clients Serving fewer clients lets us develop intimate relationships and create multigenerational trust
4430 Arapahoe Avenue Suite 210Boulder CO 80303
Boulder (720) 274-1656Denver (303) 357-4741
meridianteamcom
Securities offered through LPL Financial member FINRASIPC Investment advice offered through Meridian Wealth Management a registered investment advisor and separate entity from LPL Financialcopy Five
Star Pro
fessio
nal
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 21
Special advertiSing Section
Catherine Stahl Scheuber
You the Client Are the Greatest Asset in Our Business
bull Listening understanding implementing mdash our process
bull Trust confi dentiality quality service mdash focused on you
bull Let us assist you in your fi nancial journey
Left to right 2013 winner Catherine Stahl Scheuber CRPCreg 2009 winner Carshon Rodgers
It is an honor to receive this recognition With more than 30 years of experience in the fi nancial services industry I have navigated through numerous market cycles Together my clients and I have weathered the ups and downs It is managing
reasonable expectations that make us successful Thanks to each of you for your trust It is my passion to assist people in hopes of addressing their fi nancial goals I assist high-net-worth individuals and it is my pleasure
5201 South Yosemite Street Suite 201Greenwood Village CO 80111
Offi ce (303) 963-5705
catherinescheuberlplcom wwwcatherinescheubercom
Securities and Financial Planning offered through LPL Financial a registered Investment Advisor Member FINRASIPC
Sandon Purcell
A Team Approach to Assist
bull More than 60 years of combined experience
bull Multigenerational services
bull D ividend-oriented income strategies
Left to right Loretta Freelong Client Services Manager two-year winner Sandon ldquoSandyrdquo Purcell Branch Manager Daniel ldquoDanrdquo Andrews Financial Advisor
It is our mission to always be committed to our core values of client service integrity and honest advice Having the support of a large fi rm like Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone combined with our independent spirit we believe we are able to off er our clients the very best possible experience
Call us today for a complimentary fi nancial analysis
Purcell Capital Management5299 DTC Boulevard Suite 210Greenwood Village CO 80111
Offi ce (303) 800-3350Toll-free (888) 338-4713
sandonpurcellwfafi netcom wwwpurcellcapitalcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank
affiliate of Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0813-05666]
Two-
Year
Winn
er
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Profes
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2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Special advertiSing Section
TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Four-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Registered CSA
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 26 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 23 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120 Boulder CO 80302
Kristy (303) 545-1844Noel (303) 545-1845
kristytochiharamorganstanleycom wwwmorganstanleyfacomtochiharaculberso n
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Tom Stefaniak
Investing for Your Best Interest
bull Face-to-face meetings
bull Personalized fi nancial planning
bull Surge and protect investment strategy
2009 2010 2011 2012 and 2013 winner Tom Stefaniak
ldquoOn behalf of all of us at Pinnacle Wealth Management I would like to thank our clients for the trust they have placed in us We truly appreciate itrdquo mdash Tom Stefaniak
Tom Stefaniak is dedicated to developing long-term relationships to provide outstanding client service and accessibility to assist clients with a wide range of fi nancial needs
Tom Stefaniak has been a CERTIFIED FINANCIAL PLANNERtrade practitioner since 1990 and has more than 25 years of experience in the fi nancial services industry
2696 South Colorado Boulevard Suite 430 Denver CO 80222
Offi ce (303) 806-0988
tompinnaclewmcom wwwpinnaclewmcom
Securities offered through LPL Financial ndash Member FINRASIPC ndash Investment Advice offered through Pinnacle Wealth Management a Registered Investment Advisor and a separate entity from LPL Financial
WINNER
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Profes
sional
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Profes
sional
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Profes
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 23
Special advertiSing Section
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce (303) 689-7424Toll-free (800) 991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 years I have been helping clients develop fi nancial planning strategies that address multigenerational planning as well as day-to-day needs My talented team and I strive to enhance our clientsrsquo abilities to make fi nancial and investment decisions
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Private Weath AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
WINNER
John Cox
370 17th St Ste 5100Denver CO 80202
Offi ce (303) 595-2125Toll-free (800) 767-9983johncoxmorganstanleycom
bull Discretionary active account managerbull Average relationship duration 19 yearsbull 30 years as an investment professional
Relationships for the Long Run
In this new era of economic uncertainty the traditional approach to long-term investing needs to be questioned With more than 30 years as an investment professional and asset manager John utilizes active management risk strategies and discipline to build and protect client assets This approach has resulted in relationships that last through generations Is active account management for you
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Portfolio Manager Financial Advisor
Transitions Wealth Management TeamWealth Management Through a
Comprehensive Five-Step Process
bull Simple and elegant wealth management
bull Disciplined approach to our process
bull Collaborative needs-based solutions
Left to right Five-year winner Bruce Bendell CPA PFS three-year winner Josh Lozow two-year winner Michael Simmons CFPreg four-year winner Richard Negreann CPA PFS
Transitions Wealth Management LLC assists those experiencing life transitions (widows divorce retirement inheritance and liquidity events) to make intelligent decisions with their fi nances through a comprehensive fi ve-step process We do this by acting as your personal wealth manager We use a consultative process to identify your current fi nancial situation and challenges and then design solutions intended to help you achieve your most important goals
8101 East Prentice Avenue Suite 800Greenwood Village CO 80111
Phone (303) 221-4867 Toll-free (800) 230-2941
infotransitionswmcom wwwtransitionswmcom
Registered Investment Advisor Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability Transitions Wealth Management LLC and the Five Star program are not affiliated
WINNER
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Profes
sional
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Profes
sional
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340 Ext 2Direct (720) 209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
Personalized Financial Planning
Blending integrity hard work and a willingness to listen to each client like he or she is the only investor in the world Melissa Dyer is dedicated to assisting her clients in reaching their fi nancial goals She uses a hands-on approach when working with clients meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives Five Star Wealth Manager 2012 and 2013
Securities o ered through Raymond James Financial Services Inc Member FINRASIPC The Five Star award is bestowed by an independent third party organization not a liated with Raymond James
CERTIFIED FINANCIAL PLANNERtrade MBA
Two-
Year
Winn
er
Samantha Ediger
15 S Main StBrighton CO 80601
Offi ce (303) 659-5532samanthaledigerwellsfargocomwwwwfadvisorscomsamanthalediger
bull Honest well-thought-out advice bull Custom-tailored investment planning bull Client-focused relationship management
Client-Focused Wealth Management
During my 23 years in fi nancial services I have helped families grow wealth improve retirement lifestyles and preserve income I save you time simplify complex issues and help manage transitions
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC is a registered broker-dealer and a separate non-bank
affiliate of Wells Fargo amp Company Member SIPC [CAR 0813-04471]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor Assistant Vice President ndash Investments
Joseph Kozmata
Raymond James Financial Services 10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340
Josephkozmataraymondjamescom
RaymondJamescomJosephKozmata
bull Comprehensive wealth managementbull Investments tailored to clientsrsquo objectivesbull Personalized service
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade and Chartered Financial Analystreg credentials Joe focuses his eff orts on managing and preserving his clientsrsquo wealth for their fi nancial future He works with his clientsrsquo CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 and 2013
Securities offered through Raymond James Financial Services Inc Member FINRASIPC This Five Star Wealth Manager award is bestowed by an independent third party
organization not affiliated with Raymond James
CFPreg CFAreg
Two-
Year
Winn
er
Gary Mangelsdorf
LPL Financial 14143 Denver W Pkwy Ste 510 Golden CO 80401
Offi ce (303) 393-2378
garymangelsdorflplcom wwwColoradoFinancialPartnerscom
bull Comprehensive fi nancial planning bull Unparalleled client service bull Solid unbiased advice
Your Needs Come First
In todays complex fi nancial environment timely insights and prudent guidance are essential for eff ectively managing personal assets and achieving fi nancial success Over the past 25 years Gary has developed a proprietary asset-allocation model designed to match a clients short- and long-term goals with their tolerance to risk His dedication and experience can help you pursue greater fi nancial well-being Contact Gary today for a free no-obligation consultation
Securities and Financial Planning offered through LPL Finanical a Registered Investment Advisor Member FINRASIPC
Financial Advisor
WINNER
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Profes
sional
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Profes
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Profes
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Profes
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Profes
sional
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Profes
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 25
Special advertiSing Section
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80206Phone (303) 331-6434elizabethoingfpcomwwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
Integrity bull Excellence bull Commitment
Elizabeth has an impressive reputation for objective intelligent highly-personalized service Her integrity and experience enable her to deliver eff ective plans that refl ect her clientsrsquo values personal objectives and long-term goals Her breadth of knowledge makes her a trusted fi nancial advisor able to inform motivate and advise clients so they are best positioned for success and peace of mind
Securities and investment advisory services o ered through ING Financial Partners Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by ING Financial Partners
Financial Advisor MBA University of Colorado
Mark Sindrich
1490 South Pearl St Denver CO 80210 Offi ce (303) 744-8899 Toll-free (800) 825-8259 infosindrichcom wwwsindrichcom
bull Clarity confi dence consensus accountability bull Answers to the ldquowhat ifsrdquo that keep you up at night bull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions to each of our clientrsquos unique fi nancial needs that are clear and simple We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Sindrich amp Associates or
Five Star Professional NFP Securities Inc does not provide legal or tax advice
CERTIFIED FINANCIAL PLANNERtrade
Carrie Steinert
1600 Broadway Denver CO 80202 Direct (303) 864-7264 Cell (303) 507-4644 csteinertcsbtcom wwwcsbtcom
bull Relationships built on trust integrity and objective advice bull Customized wealth management solutions bull Easy-to-understand fi nancial strategies
Long Live Personal Relationships
Carrie off ers an array of comprehensive wealth management services designed to meet the needs of high-net-worth individuals families and business owners Every client enjoys a one-on-one relationship to address individual fi nancial priorities For more than 20 years Carrie has delivered an experienced disciplined approach to providing customized solutions for clients Call Carrie Steinert to discuss your fi nancial future
copy2013 Colorado State Bank and Trust a division of BOKF NA Member FDIC Equal Opportunity Lender
Vice President Client Advisor CTFA Series 7 66 ndash IAR Ins
S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce (303) 200-1441Cell (719) 210-6817toddwarburtonraymondjamescom
FrontRangeFinancialConsultingcom
bull Retirement planning bull Custom portfolio management bull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President ndash InvestmentsBranch Manager
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
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Profes
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Special advertiSing Section
8742 Lucent Blvd Ste 600 Highlands Ranch CO 80129 Office (303) 305-5446 randyandersonaxa-advisorscom wwwrjandersonfinancialcom
Randy J Anderson
I provide financial services to help people clarify and define their financial goals recommend strategies that fit their needs and monitor their financial progress
Randy Anderson o ers securities through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity and
insurance products o ered through AXA Network LLC RJ Anderson Financial LLC is not owned or operated by AXA
Advisors or AXA Network AGE-80340(0912)(exp0914)
Financial Professional CFPreg
WINNER
5105 DTC Pkwy Ste 316Greenwood Village CO 80111Office (303) 220-5525 Toll-free (800) 898-5450willisintegrafinancialwswwwintegrafinancialws
Willis Ashby
With more than 30 years of experience Willis offers trusted personalized and value-based financial planning services to help you achieve your goals and minimize risk throughout the changing stages of your life As an independent advisory firm there are no conflicts of interest with banks or a brokerdealer We work only for you
President and CFPreg
4643 S Ulster St Ste 1350Denver CO 80237Office (303) 200-1440Cell (303) 829-4790PaulaBoykaraymondjamescomFrontRangeFinancialConsultingcom
Paula Boyka
Understanding your visionWe believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of appropriate asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President Investments
14143 Denver W Pkwy Ste 510 Golden CO 80401 Direct (303) 942-1717 Office (720) 445-7294 christopherbruhllplcom wwwmyfinancialdynamicscom
Christopher P Bruhl
Our goal at Financial Dynamics LLC is to coordinate both investment and risk management strategies crafting effective multidisciplinary financial plans for business owners self-employed professionals and their key people
Securities amp Financial Planning o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Wealth Advisor ChFCreg CLUreg CFPreg
50 S Steele St Ste 850Denver CO 80209Office (303) 377-7327Phone (800) 313-7239barrybrunerwedbushcom
Barry Bruner
Barry helps his clients achieve their financial g o a l s b y d e s i g n i n g i nv e s t m e n t a n d retirement strategies specific to their needs and objectives He focuses on building long-term relationships with his clients while consistently using a prudent approach to investing
wwwwedbushcom | Member NYSEFINRASIPC
Senior Vice President Investments
Two-
Year
Winn
er
2229 S Joliet WayAurora CO 80014Direct (303) 306-6639katiecollinslplcomwwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 29 years of experience Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
650 S Cherry St Ste 710Denver CO 80246Phone (303) 355-8500frankcoloradoelderlawcom
Frank J Danzo III
Frank has committed his law practice to planning and implementing specialized estate plans for individuals and families Frank is a member of the trust and estate and elder law sections of the Colorado Bar Association and the Denver Estate Planning Council
EstateBusiness Planning Elder Law
370 17th St Ste 2800Denver CO 80202Phone (303) 572-4825phildispensemorganstanleycom
Phil Dispense
Phil has 17 years of experience in retirement planning custom portfolio management and company retirement plansFive Star award winner 2009 ndash 2013
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor CFPreg Chartered Retirement Plans Specialist
WINNER
Daniel C Doherty PC 357 Main StLongmont CO 80501Phone (303) 532-2880Fax (303) 532-2990danieldohertylawcom
Daniel C Doherty
Dan specializes in estate gift and income tax law the law of wills trusts and estates estate planning probate and trust settlement guardianship and conservatorship business formation planning and succession and charitable gifting and asset preservation strategies
JD LLM
Two-
Year
Winn
er
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Profes
sional
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 27
Special advertiSing Section
7979 E Tufts Ave Ste 715Denver CO 80237Office (303) 689-7465patrickjanssenampfcom ameripriseadvisorscompatrickjanssen
Patrick H Janssen
As a Financial Advisor with a Certified Divorce Financial Analyst designation my goal is to help my clients succeed through the complex financial change and recovery that divorce can create
Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise
Financial Services Inc Member FINRA and SIPC
MBA CDFAtrade
3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom
Laurence J Kandel
On behalf of the entire firm I would like to thank our wonderful clients for their continued loyalty and partnership I look forward to our ongoing relationships and find them extremely rewarding
At Obermeyer Asset Management Company we are deeply committed to delivering a highly individualized approach and
sound thoughtful investment advice designed to preserve and grow our clientsrsquo net worth
Vice President Investments and Client Advisory
Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom
Damon L Kaplan
Thank you for this prestigious honor Dedication to clients is the foundation for building long-term relationships and strong partnershipsOur areas of focus include personal business and bankruptcy taxation estatebusiness planning
CPA
7400 E Orchard Rd Ste 120 Greenwood Village CO 80111 Phone (303) 683-9555 wnoycejrwalnutstreetcom
Bill Noyce
As an investment advisor representative with Walnut Street Securities Bill has built his practice around helping clients define achieve and grow their individual financial aspirations
Securities and investment advisory services o ered through registered representatives and investment advisor representatives
of Walnut Street Securities Inc Member FINRASIPC
Investment Advisor Representative
Hall amp Evans LLC1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom
Joyce H Nakamura
With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives Her areas of focus include estate planning trust and estate administration litigation and charitable and business succession planning
WINNER
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office (720) 836-4534
David W Moritz
I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg
1999 Broadway Ste 4000Denver CO 80202Office (303) 298-9600mfineheincpacomwwwHeinCPAcom
Mira Fineacute
Mira provides tax planning and compliance services to family business trusts and estates She assists clients with significant transactions retirement planning succession planning executive compensation planning estate planning exit planning and entity structuring and planning
National Director of Tax Operations
2000 S Colorado BlvdSte 2-630Denver CO 80222Phone (303) 779-2524sgordoncornerstoneassetscomwwwcornerstoneassetscom
Stephen Gordon
Long-term client relationships based on customized planning wealth management s t r a t e g i e s a n d p r o a c t i v e o n g o i n g maintenance Stephen has more than 17 years of experience providing financial services with an independent firm Investment Advisory Services o ered through CUE Financial Group Inc
an SEC-Registered Investment Advisor Branch o ce of and securities o ered through Foothill Securities Inc member FINRASIPC
President Registered Principal
WINNER
LPL Financial5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski
Tom Obarski
Thank you for this award for five years in a rowOur focus working toward the protection of retirement assets and investment education
Securities o ered through LPL Financial Member FINRASIPC
LPL Branch Manager
WINNER
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
Year
Winn
er
14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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Profes
sional
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Profes
sional
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sional
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sional
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 21
Special advertiSing Section
Catherine Stahl Scheuber
You the Client Are the Greatest Asset in Our Business
bull Listening understanding implementing mdash our process
bull Trust confi dentiality quality service mdash focused on you
bull Let us assist you in your fi nancial journey
Left to right 2013 winner Catherine Stahl Scheuber CRPCreg 2009 winner Carshon Rodgers
It is an honor to receive this recognition With more than 30 years of experience in the fi nancial services industry I have navigated through numerous market cycles Together my clients and I have weathered the ups and downs It is managing
reasonable expectations that make us successful Thanks to each of you for your trust It is my passion to assist people in hopes of addressing their fi nancial goals I assist high-net-worth individuals and it is my pleasure
5201 South Yosemite Street Suite 201Greenwood Village CO 80111
Offi ce (303) 963-5705
catherinescheuberlplcom wwwcatherinescheubercom
Securities and Financial Planning offered through LPL Financial a registered Investment Advisor Member FINRASIPC
Sandon Purcell
A Team Approach to Assist
bull More than 60 years of combined experience
bull Multigenerational services
bull D ividend-oriented income strategies
Left to right Loretta Freelong Client Services Manager two-year winner Sandon ldquoSandyrdquo Purcell Branch Manager Daniel ldquoDanrdquo Andrews Financial Advisor
It is our mission to always be committed to our core values of client service integrity and honest advice Having the support of a large fi rm like Wells Fargo Advisors Financial Network LLC with their deep industry expertise and technology backbone combined with our independent spirit we believe we are able to off er our clients the very best possible experience
Call us today for a complimentary fi nancial analysis
Purcell Capital Management5299 DTC Boulevard Suite 210Greenwood Village CO 80111
Offi ce (303) 800-3350Toll-free (888) 338-4713
sandonpurcellwfafi netcom wwwpurcellcapitalcom
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Investment Products and services offered through Wells Fargo Advisors Financial Network LLC (WFAFN) Member SIPC a registered broker-dealer and separate non-bank
affiliate of Wells Fargo amp Company Purcell Capital Management is a separate entity from WFAFN [CAR 0813-05666]
Two-
Year
Winn
er
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Profes
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2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Special advertiSing Section
TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Four-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Registered CSA
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 26 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 23 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120 Boulder CO 80302
Kristy (303) 545-1844Noel (303) 545-1845
kristytochiharamorganstanleycom wwwmorganstanleyfacomtochiharaculberso n
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Tom Stefaniak
Investing for Your Best Interest
bull Face-to-face meetings
bull Personalized fi nancial planning
bull Surge and protect investment strategy
2009 2010 2011 2012 and 2013 winner Tom Stefaniak
ldquoOn behalf of all of us at Pinnacle Wealth Management I would like to thank our clients for the trust they have placed in us We truly appreciate itrdquo mdash Tom Stefaniak
Tom Stefaniak is dedicated to developing long-term relationships to provide outstanding client service and accessibility to assist clients with a wide range of fi nancial needs
Tom Stefaniak has been a CERTIFIED FINANCIAL PLANNERtrade practitioner since 1990 and has more than 25 years of experience in the fi nancial services industry
2696 South Colorado Boulevard Suite 430 Denver CO 80222
Offi ce (303) 806-0988
tompinnaclewmcom wwwpinnaclewmcom
Securities offered through LPL Financial ndash Member FINRASIPC ndash Investment Advice offered through Pinnacle Wealth Management a Registered Investment Advisor and a separate entity from LPL Financial
WINNER
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Profes
sional
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Profes
sional
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Profes
sional
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sional
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sional
2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 23
Special advertiSing Section
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce (303) 689-7424Toll-free (800) 991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 years I have been helping clients develop fi nancial planning strategies that address multigenerational planning as well as day-to-day needs My talented team and I strive to enhance our clientsrsquo abilities to make fi nancial and investment decisions
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Private Weath AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
WINNER
John Cox
370 17th St Ste 5100Denver CO 80202
Offi ce (303) 595-2125Toll-free (800) 767-9983johncoxmorganstanleycom
bull Discretionary active account managerbull Average relationship duration 19 yearsbull 30 years as an investment professional
Relationships for the Long Run
In this new era of economic uncertainty the traditional approach to long-term investing needs to be questioned With more than 30 years as an investment professional and asset manager John utilizes active management risk strategies and discipline to build and protect client assets This approach has resulted in relationships that last through generations Is active account management for you
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Portfolio Manager Financial Advisor
Transitions Wealth Management TeamWealth Management Through a
Comprehensive Five-Step Process
bull Simple and elegant wealth management
bull Disciplined approach to our process
bull Collaborative needs-based solutions
Left to right Five-year winner Bruce Bendell CPA PFS three-year winner Josh Lozow two-year winner Michael Simmons CFPreg four-year winner Richard Negreann CPA PFS
Transitions Wealth Management LLC assists those experiencing life transitions (widows divorce retirement inheritance and liquidity events) to make intelligent decisions with their fi nances through a comprehensive fi ve-step process We do this by acting as your personal wealth manager We use a consultative process to identify your current fi nancial situation and challenges and then design solutions intended to help you achieve your most important goals
8101 East Prentice Avenue Suite 800Greenwood Village CO 80111
Phone (303) 221-4867 Toll-free (800) 230-2941
infotransitionswmcom wwwtransitionswmcom
Registered Investment Advisor Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability Transitions Wealth Management LLC and the Five Star program are not affiliated
WINNER
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Profes
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Profes
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Profes
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340 Ext 2Direct (720) 209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
Personalized Financial Planning
Blending integrity hard work and a willingness to listen to each client like he or she is the only investor in the world Melissa Dyer is dedicated to assisting her clients in reaching their fi nancial goals She uses a hands-on approach when working with clients meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives Five Star Wealth Manager 2012 and 2013
Securities o ered through Raymond James Financial Services Inc Member FINRASIPC The Five Star award is bestowed by an independent third party organization not a liated with Raymond James
CERTIFIED FINANCIAL PLANNERtrade MBA
Two-
Year
Winn
er
Samantha Ediger
15 S Main StBrighton CO 80601
Offi ce (303) 659-5532samanthaledigerwellsfargocomwwwwfadvisorscomsamanthalediger
bull Honest well-thought-out advice bull Custom-tailored investment planning bull Client-focused relationship management
Client-Focused Wealth Management
During my 23 years in fi nancial services I have helped families grow wealth improve retirement lifestyles and preserve income I save you time simplify complex issues and help manage transitions
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC is a registered broker-dealer and a separate non-bank
affiliate of Wells Fargo amp Company Member SIPC [CAR 0813-04471]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor Assistant Vice President ndash Investments
Joseph Kozmata
Raymond James Financial Services 10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340
Josephkozmataraymondjamescom
RaymondJamescomJosephKozmata
bull Comprehensive wealth managementbull Investments tailored to clientsrsquo objectivesbull Personalized service
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade and Chartered Financial Analystreg credentials Joe focuses his eff orts on managing and preserving his clientsrsquo wealth for their fi nancial future He works with his clientsrsquo CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 and 2013
Securities offered through Raymond James Financial Services Inc Member FINRASIPC This Five Star Wealth Manager award is bestowed by an independent third party
organization not affiliated with Raymond James
CFPreg CFAreg
Two-
Year
Winn
er
Gary Mangelsdorf
LPL Financial 14143 Denver W Pkwy Ste 510 Golden CO 80401
Offi ce (303) 393-2378
garymangelsdorflplcom wwwColoradoFinancialPartnerscom
bull Comprehensive fi nancial planning bull Unparalleled client service bull Solid unbiased advice
Your Needs Come First
In todays complex fi nancial environment timely insights and prudent guidance are essential for eff ectively managing personal assets and achieving fi nancial success Over the past 25 years Gary has developed a proprietary asset-allocation model designed to match a clients short- and long-term goals with their tolerance to risk His dedication and experience can help you pursue greater fi nancial well-being Contact Gary today for a free no-obligation consultation
Securities and Financial Planning offered through LPL Finanical a Registered Investment Advisor Member FINRASIPC
Financial Advisor
WINNER
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Profes
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Profes
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 25
Special advertiSing Section
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80206Phone (303) 331-6434elizabethoingfpcomwwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
Integrity bull Excellence bull Commitment
Elizabeth has an impressive reputation for objective intelligent highly-personalized service Her integrity and experience enable her to deliver eff ective plans that refl ect her clientsrsquo values personal objectives and long-term goals Her breadth of knowledge makes her a trusted fi nancial advisor able to inform motivate and advise clients so they are best positioned for success and peace of mind
Securities and investment advisory services o ered through ING Financial Partners Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by ING Financial Partners
Financial Advisor MBA University of Colorado
Mark Sindrich
1490 South Pearl St Denver CO 80210 Offi ce (303) 744-8899 Toll-free (800) 825-8259 infosindrichcom wwwsindrichcom
bull Clarity confi dence consensus accountability bull Answers to the ldquowhat ifsrdquo that keep you up at night bull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions to each of our clientrsquos unique fi nancial needs that are clear and simple We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Sindrich amp Associates or
Five Star Professional NFP Securities Inc does not provide legal or tax advice
CERTIFIED FINANCIAL PLANNERtrade
Carrie Steinert
1600 Broadway Denver CO 80202 Direct (303) 864-7264 Cell (303) 507-4644 csteinertcsbtcom wwwcsbtcom
bull Relationships built on trust integrity and objective advice bull Customized wealth management solutions bull Easy-to-understand fi nancial strategies
Long Live Personal Relationships
Carrie off ers an array of comprehensive wealth management services designed to meet the needs of high-net-worth individuals families and business owners Every client enjoys a one-on-one relationship to address individual fi nancial priorities For more than 20 years Carrie has delivered an experienced disciplined approach to providing customized solutions for clients Call Carrie Steinert to discuss your fi nancial future
copy2013 Colorado State Bank and Trust a division of BOKF NA Member FDIC Equal Opportunity Lender
Vice President Client Advisor CTFA Series 7 66 ndash IAR Ins
S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce (303) 200-1441Cell (719) 210-6817toddwarburtonraymondjamescom
FrontRangeFinancialConsultingcom
bull Retirement planning bull Custom portfolio management bull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President ndash InvestmentsBranch Manager
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2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Special advertiSing Section
8742 Lucent Blvd Ste 600 Highlands Ranch CO 80129 Office (303) 305-5446 randyandersonaxa-advisorscom wwwrjandersonfinancialcom
Randy J Anderson
I provide financial services to help people clarify and define their financial goals recommend strategies that fit their needs and monitor their financial progress
Randy Anderson o ers securities through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity and
insurance products o ered through AXA Network LLC RJ Anderson Financial LLC is not owned or operated by AXA
Advisors or AXA Network AGE-80340(0912)(exp0914)
Financial Professional CFPreg
WINNER
5105 DTC Pkwy Ste 316Greenwood Village CO 80111Office (303) 220-5525 Toll-free (800) 898-5450willisintegrafinancialwswwwintegrafinancialws
Willis Ashby
With more than 30 years of experience Willis offers trusted personalized and value-based financial planning services to help you achieve your goals and minimize risk throughout the changing stages of your life As an independent advisory firm there are no conflicts of interest with banks or a brokerdealer We work only for you
President and CFPreg
4643 S Ulster St Ste 1350Denver CO 80237Office (303) 200-1440Cell (303) 829-4790PaulaBoykaraymondjamescomFrontRangeFinancialConsultingcom
Paula Boyka
Understanding your visionWe believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of appropriate asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President Investments
14143 Denver W Pkwy Ste 510 Golden CO 80401 Direct (303) 942-1717 Office (720) 445-7294 christopherbruhllplcom wwwmyfinancialdynamicscom
Christopher P Bruhl
Our goal at Financial Dynamics LLC is to coordinate both investment and risk management strategies crafting effective multidisciplinary financial plans for business owners self-employed professionals and their key people
Securities amp Financial Planning o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Wealth Advisor ChFCreg CLUreg CFPreg
50 S Steele St Ste 850Denver CO 80209Office (303) 377-7327Phone (800) 313-7239barrybrunerwedbushcom
Barry Bruner
Barry helps his clients achieve their financial g o a l s b y d e s i g n i n g i nv e s t m e n t a n d retirement strategies specific to their needs and objectives He focuses on building long-term relationships with his clients while consistently using a prudent approach to investing
wwwwedbushcom | Member NYSEFINRASIPC
Senior Vice President Investments
Two-
Year
Winn
er
2229 S Joliet WayAurora CO 80014Direct (303) 306-6639katiecollinslplcomwwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 29 years of experience Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
650 S Cherry St Ste 710Denver CO 80246Phone (303) 355-8500frankcoloradoelderlawcom
Frank J Danzo III
Frank has committed his law practice to planning and implementing specialized estate plans for individuals and families Frank is a member of the trust and estate and elder law sections of the Colorado Bar Association and the Denver Estate Planning Council
EstateBusiness Planning Elder Law
370 17th St Ste 2800Denver CO 80202Phone (303) 572-4825phildispensemorganstanleycom
Phil Dispense
Phil has 17 years of experience in retirement planning custom portfolio management and company retirement plansFive Star award winner 2009 ndash 2013
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor CFPreg Chartered Retirement Plans Specialist
WINNER
Daniel C Doherty PC 357 Main StLongmont CO 80501Phone (303) 532-2880Fax (303) 532-2990danieldohertylawcom
Daniel C Doherty
Dan specializes in estate gift and income tax law the law of wills trusts and estates estate planning probate and trust settlement guardianship and conservatorship business formation planning and succession and charitable gifting and asset preservation strategies
JD LLM
Two-
Year
Winn
er
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 27
Special advertiSing Section
7979 E Tufts Ave Ste 715Denver CO 80237Office (303) 689-7465patrickjanssenampfcom ameripriseadvisorscompatrickjanssen
Patrick H Janssen
As a Financial Advisor with a Certified Divorce Financial Analyst designation my goal is to help my clients succeed through the complex financial change and recovery that divorce can create
Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise
Financial Services Inc Member FINRA and SIPC
MBA CDFAtrade
3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom
Laurence J Kandel
On behalf of the entire firm I would like to thank our wonderful clients for their continued loyalty and partnership I look forward to our ongoing relationships and find them extremely rewarding
At Obermeyer Asset Management Company we are deeply committed to delivering a highly individualized approach and
sound thoughtful investment advice designed to preserve and grow our clientsrsquo net worth
Vice President Investments and Client Advisory
Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom
Damon L Kaplan
Thank you for this prestigious honor Dedication to clients is the foundation for building long-term relationships and strong partnershipsOur areas of focus include personal business and bankruptcy taxation estatebusiness planning
CPA
7400 E Orchard Rd Ste 120 Greenwood Village CO 80111 Phone (303) 683-9555 wnoycejrwalnutstreetcom
Bill Noyce
As an investment advisor representative with Walnut Street Securities Bill has built his practice around helping clients define achieve and grow their individual financial aspirations
Securities and investment advisory services o ered through registered representatives and investment advisor representatives
of Walnut Street Securities Inc Member FINRASIPC
Investment Advisor Representative
Hall amp Evans LLC1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom
Joyce H Nakamura
With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives Her areas of focus include estate planning trust and estate administration litigation and charitable and business succession planning
WINNER
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office (720) 836-4534
David W Moritz
I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg
1999 Broadway Ste 4000Denver CO 80202Office (303) 298-9600mfineheincpacomwwwHeinCPAcom
Mira Fineacute
Mira provides tax planning and compliance services to family business trusts and estates She assists clients with significant transactions retirement planning succession planning executive compensation planning estate planning exit planning and entity structuring and planning
National Director of Tax Operations
2000 S Colorado BlvdSte 2-630Denver CO 80222Phone (303) 779-2524sgordoncornerstoneassetscomwwwcornerstoneassetscom
Stephen Gordon
Long-term client relationships based on customized planning wealth management s t r a t e g i e s a n d p r o a c t i v e o n g o i n g maintenance Stephen has more than 17 years of experience providing financial services with an independent firm Investment Advisory Services o ered through CUE Financial Group Inc
an SEC-Registered Investment Advisor Branch o ce of and securities o ered through Foothill Securities Inc member FINRASIPC
President Registered Principal
WINNER
LPL Financial5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski
Tom Obarski
Thank you for this award for five years in a rowOur focus working toward the protection of retirement assets and investment education
Securities o ered through LPL Financial Member FINRASIPC
LPL Branch Manager
WINNER
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2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
Year
Winn
er
14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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Profes
sional
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2013 Five Star Wealth
Man
agers
FS 22 mdash wwwfivestarprofessionalcom
Special advertiSing Section
TochiharaCulberson Team at Morgan Stanley
Comprehensive Wealth Management
bull Financial planning
bull Investment management
bull Experience and expertise
Left to right Four-year winner Kristy Tochihara CRPCreg Financial Advisor Noel Culberson CFAreg CFPreg Financial Advisor Stacey Bouthillette Registered CSA
Our reputation is built upon trust integrity and our long-term client relationships We provide personalized investment advice to high-net-worth families individuals and businesses and pride ourselves on the exceptional service they receive Kristy has more than 26 years of experience in the fi nancial services industry and holds the Chartered Retirement Planning Counselorreg designation Noel has 23 years of experience and holds the CFAreg and CFPreg certifi cations
1800 Broadway Suite 120 Boulder CO 80302
Kristy (303) 545-1844Noel (303) 545-1845
kristytochiharamorganstanleycom wwwmorganstanleyfacomtochiharaculberso n
Certified Financial Planner Board of Standards Inc owns the certification marks CFPreg CERTIFIED FINANCIAL PLANNERtrade and federally registered CFP (with flame design) in the USwhich it awards to individuals who successfully complete CFP Boardrsquos initial and ongoing certification requirements copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Tom Stefaniak
Investing for Your Best Interest
bull Face-to-face meetings
bull Personalized fi nancial planning
bull Surge and protect investment strategy
2009 2010 2011 2012 and 2013 winner Tom Stefaniak
ldquoOn behalf of all of us at Pinnacle Wealth Management I would like to thank our clients for the trust they have placed in us We truly appreciate itrdquo mdash Tom Stefaniak
Tom Stefaniak is dedicated to developing long-term relationships to provide outstanding client service and accessibility to assist clients with a wide range of fi nancial needs
Tom Stefaniak has been a CERTIFIED FINANCIAL PLANNERtrade practitioner since 1990 and has more than 25 years of experience in the fi nancial services industry
2696 South Colorado Boulevard Suite 430 Denver CO 80222
Offi ce (303) 806-0988
tompinnaclewmcom wwwpinnaclewmcom
Securities offered through LPL Financial ndash Member FINRASIPC ndash Investment Advice offered through Pinnacle Wealth Management a Registered Investment Advisor and a separate entity from LPL Financial
WINNER
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Profes
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Profes
sional
2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 23
Special advertiSing Section
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce (303) 689-7424Toll-free (800) 991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 years I have been helping clients develop fi nancial planning strategies that address multigenerational planning as well as day-to-day needs My talented team and I strive to enhance our clientsrsquo abilities to make fi nancial and investment decisions
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Private Weath AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
WINNER
John Cox
370 17th St Ste 5100Denver CO 80202
Offi ce (303) 595-2125Toll-free (800) 767-9983johncoxmorganstanleycom
bull Discretionary active account managerbull Average relationship duration 19 yearsbull 30 years as an investment professional
Relationships for the Long Run
In this new era of economic uncertainty the traditional approach to long-term investing needs to be questioned With more than 30 years as an investment professional and asset manager John utilizes active management risk strategies and discipline to build and protect client assets This approach has resulted in relationships that last through generations Is active account management for you
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Portfolio Manager Financial Advisor
Transitions Wealth Management TeamWealth Management Through a
Comprehensive Five-Step Process
bull Simple and elegant wealth management
bull Disciplined approach to our process
bull Collaborative needs-based solutions
Left to right Five-year winner Bruce Bendell CPA PFS three-year winner Josh Lozow two-year winner Michael Simmons CFPreg four-year winner Richard Negreann CPA PFS
Transitions Wealth Management LLC assists those experiencing life transitions (widows divorce retirement inheritance and liquidity events) to make intelligent decisions with their fi nances through a comprehensive fi ve-step process We do this by acting as your personal wealth manager We use a consultative process to identify your current fi nancial situation and challenges and then design solutions intended to help you achieve your most important goals
8101 East Prentice Avenue Suite 800Greenwood Village CO 80111
Phone (303) 221-4867 Toll-free (800) 230-2941
infotransitionswmcom wwwtransitionswmcom
Registered Investment Advisor Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability Transitions Wealth Management LLC and the Five Star program are not affiliated
WINNER
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Profes
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Profes
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Profes
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2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340 Ext 2Direct (720) 209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
Personalized Financial Planning
Blending integrity hard work and a willingness to listen to each client like he or she is the only investor in the world Melissa Dyer is dedicated to assisting her clients in reaching their fi nancial goals She uses a hands-on approach when working with clients meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives Five Star Wealth Manager 2012 and 2013
Securities o ered through Raymond James Financial Services Inc Member FINRASIPC The Five Star award is bestowed by an independent third party organization not a liated with Raymond James
CERTIFIED FINANCIAL PLANNERtrade MBA
Two-
Year
Winn
er
Samantha Ediger
15 S Main StBrighton CO 80601
Offi ce (303) 659-5532samanthaledigerwellsfargocomwwwwfadvisorscomsamanthalediger
bull Honest well-thought-out advice bull Custom-tailored investment planning bull Client-focused relationship management
Client-Focused Wealth Management
During my 23 years in fi nancial services I have helped families grow wealth improve retirement lifestyles and preserve income I save you time simplify complex issues and help manage transitions
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC is a registered broker-dealer and a separate non-bank
affiliate of Wells Fargo amp Company Member SIPC [CAR 0813-04471]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor Assistant Vice President ndash Investments
Joseph Kozmata
Raymond James Financial Services 10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340
Josephkozmataraymondjamescom
RaymondJamescomJosephKozmata
bull Comprehensive wealth managementbull Investments tailored to clientsrsquo objectivesbull Personalized service
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade and Chartered Financial Analystreg credentials Joe focuses his eff orts on managing and preserving his clientsrsquo wealth for their fi nancial future He works with his clientsrsquo CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 and 2013
Securities offered through Raymond James Financial Services Inc Member FINRASIPC This Five Star Wealth Manager award is bestowed by an independent third party
organization not affiliated with Raymond James
CFPreg CFAreg
Two-
Year
Winn
er
Gary Mangelsdorf
LPL Financial 14143 Denver W Pkwy Ste 510 Golden CO 80401
Offi ce (303) 393-2378
garymangelsdorflplcom wwwColoradoFinancialPartnerscom
bull Comprehensive fi nancial planning bull Unparalleled client service bull Solid unbiased advice
Your Needs Come First
In todays complex fi nancial environment timely insights and prudent guidance are essential for eff ectively managing personal assets and achieving fi nancial success Over the past 25 years Gary has developed a proprietary asset-allocation model designed to match a clients short- and long-term goals with their tolerance to risk His dedication and experience can help you pursue greater fi nancial well-being Contact Gary today for a free no-obligation consultation
Securities and Financial Planning offered through LPL Finanical a Registered Investment Advisor Member FINRASIPC
Financial Advisor
WINNER
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
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Profes
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Profes
sional
2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 25
Special advertiSing Section
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80206Phone (303) 331-6434elizabethoingfpcomwwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
Integrity bull Excellence bull Commitment
Elizabeth has an impressive reputation for objective intelligent highly-personalized service Her integrity and experience enable her to deliver eff ective plans that refl ect her clientsrsquo values personal objectives and long-term goals Her breadth of knowledge makes her a trusted fi nancial advisor able to inform motivate and advise clients so they are best positioned for success and peace of mind
Securities and investment advisory services o ered through ING Financial Partners Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by ING Financial Partners
Financial Advisor MBA University of Colorado
Mark Sindrich
1490 South Pearl St Denver CO 80210 Offi ce (303) 744-8899 Toll-free (800) 825-8259 infosindrichcom wwwsindrichcom
bull Clarity confi dence consensus accountability bull Answers to the ldquowhat ifsrdquo that keep you up at night bull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions to each of our clientrsquos unique fi nancial needs that are clear and simple We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Sindrich amp Associates or
Five Star Professional NFP Securities Inc does not provide legal or tax advice
CERTIFIED FINANCIAL PLANNERtrade
Carrie Steinert
1600 Broadway Denver CO 80202 Direct (303) 864-7264 Cell (303) 507-4644 csteinertcsbtcom wwwcsbtcom
bull Relationships built on trust integrity and objective advice bull Customized wealth management solutions bull Easy-to-understand fi nancial strategies
Long Live Personal Relationships
Carrie off ers an array of comprehensive wealth management services designed to meet the needs of high-net-worth individuals families and business owners Every client enjoys a one-on-one relationship to address individual fi nancial priorities For more than 20 years Carrie has delivered an experienced disciplined approach to providing customized solutions for clients Call Carrie Steinert to discuss your fi nancial future
copy2013 Colorado State Bank and Trust a division of BOKF NA Member FDIC Equal Opportunity Lender
Vice President Client Advisor CTFA Series 7 66 ndash IAR Ins
S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce (303) 200-1441Cell (719) 210-6817toddwarburtonraymondjamescom
FrontRangeFinancialConsultingcom
bull Retirement planning bull Custom portfolio management bull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President ndash InvestmentsBranch Manager
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Special advertiSing Section
8742 Lucent Blvd Ste 600 Highlands Ranch CO 80129 Office (303) 305-5446 randyandersonaxa-advisorscom wwwrjandersonfinancialcom
Randy J Anderson
I provide financial services to help people clarify and define their financial goals recommend strategies that fit their needs and monitor their financial progress
Randy Anderson o ers securities through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity and
insurance products o ered through AXA Network LLC RJ Anderson Financial LLC is not owned or operated by AXA
Advisors or AXA Network AGE-80340(0912)(exp0914)
Financial Professional CFPreg
WINNER
5105 DTC Pkwy Ste 316Greenwood Village CO 80111Office (303) 220-5525 Toll-free (800) 898-5450willisintegrafinancialwswwwintegrafinancialws
Willis Ashby
With more than 30 years of experience Willis offers trusted personalized and value-based financial planning services to help you achieve your goals and minimize risk throughout the changing stages of your life As an independent advisory firm there are no conflicts of interest with banks or a brokerdealer We work only for you
President and CFPreg
4643 S Ulster St Ste 1350Denver CO 80237Office (303) 200-1440Cell (303) 829-4790PaulaBoykaraymondjamescomFrontRangeFinancialConsultingcom
Paula Boyka
Understanding your visionWe believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of appropriate asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President Investments
14143 Denver W Pkwy Ste 510 Golden CO 80401 Direct (303) 942-1717 Office (720) 445-7294 christopherbruhllplcom wwwmyfinancialdynamicscom
Christopher P Bruhl
Our goal at Financial Dynamics LLC is to coordinate both investment and risk management strategies crafting effective multidisciplinary financial plans for business owners self-employed professionals and their key people
Securities amp Financial Planning o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Wealth Advisor ChFCreg CLUreg CFPreg
50 S Steele St Ste 850Denver CO 80209Office (303) 377-7327Phone (800) 313-7239barrybrunerwedbushcom
Barry Bruner
Barry helps his clients achieve their financial g o a l s b y d e s i g n i n g i nv e s t m e n t a n d retirement strategies specific to their needs and objectives He focuses on building long-term relationships with his clients while consistently using a prudent approach to investing
wwwwedbushcom | Member NYSEFINRASIPC
Senior Vice President Investments
Two-
Year
Winn
er
2229 S Joliet WayAurora CO 80014Direct (303) 306-6639katiecollinslplcomwwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 29 years of experience Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
650 S Cherry St Ste 710Denver CO 80246Phone (303) 355-8500frankcoloradoelderlawcom
Frank J Danzo III
Frank has committed his law practice to planning and implementing specialized estate plans for individuals and families Frank is a member of the trust and estate and elder law sections of the Colorado Bar Association and the Denver Estate Planning Council
EstateBusiness Planning Elder Law
370 17th St Ste 2800Denver CO 80202Phone (303) 572-4825phildispensemorganstanleycom
Phil Dispense
Phil has 17 years of experience in retirement planning custom portfolio management and company retirement plansFive Star award winner 2009 ndash 2013
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor CFPreg Chartered Retirement Plans Specialist
WINNER
Daniel C Doherty PC 357 Main StLongmont CO 80501Phone (303) 532-2880Fax (303) 532-2990danieldohertylawcom
Daniel C Doherty
Dan specializes in estate gift and income tax law the law of wills trusts and estates estate planning probate and trust settlement guardianship and conservatorship business formation planning and succession and charitable gifting and asset preservation strategies
JD LLM
Two-
Year
Winn
er
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Profes
sional
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Profes
sional
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Profes
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Profes
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Profes
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Profes
sional
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Profes
sional
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Profes
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Profes
sional
2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 27
Special advertiSing Section
7979 E Tufts Ave Ste 715Denver CO 80237Office (303) 689-7465patrickjanssenampfcom ameripriseadvisorscompatrickjanssen
Patrick H Janssen
As a Financial Advisor with a Certified Divorce Financial Analyst designation my goal is to help my clients succeed through the complex financial change and recovery that divorce can create
Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise
Financial Services Inc Member FINRA and SIPC
MBA CDFAtrade
3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom
Laurence J Kandel
On behalf of the entire firm I would like to thank our wonderful clients for their continued loyalty and partnership I look forward to our ongoing relationships and find them extremely rewarding
At Obermeyer Asset Management Company we are deeply committed to delivering a highly individualized approach and
sound thoughtful investment advice designed to preserve and grow our clientsrsquo net worth
Vice President Investments and Client Advisory
Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom
Damon L Kaplan
Thank you for this prestigious honor Dedication to clients is the foundation for building long-term relationships and strong partnershipsOur areas of focus include personal business and bankruptcy taxation estatebusiness planning
CPA
7400 E Orchard Rd Ste 120 Greenwood Village CO 80111 Phone (303) 683-9555 wnoycejrwalnutstreetcom
Bill Noyce
As an investment advisor representative with Walnut Street Securities Bill has built his practice around helping clients define achieve and grow their individual financial aspirations
Securities and investment advisory services o ered through registered representatives and investment advisor representatives
of Walnut Street Securities Inc Member FINRASIPC
Investment Advisor Representative
Hall amp Evans LLC1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom
Joyce H Nakamura
With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives Her areas of focus include estate planning trust and estate administration litigation and charitable and business succession planning
WINNER
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office (720) 836-4534
David W Moritz
I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg
1999 Broadway Ste 4000Denver CO 80202Office (303) 298-9600mfineheincpacomwwwHeinCPAcom
Mira Fineacute
Mira provides tax planning and compliance services to family business trusts and estates She assists clients with significant transactions retirement planning succession planning executive compensation planning estate planning exit planning and entity structuring and planning
National Director of Tax Operations
2000 S Colorado BlvdSte 2-630Denver CO 80222Phone (303) 779-2524sgordoncornerstoneassetscomwwwcornerstoneassetscom
Stephen Gordon
Long-term client relationships based on customized planning wealth management s t r a t e g i e s a n d p r o a c t i v e o n g o i n g maintenance Stephen has more than 17 years of experience providing financial services with an independent firm Investment Advisory Services o ered through CUE Financial Group Inc
an SEC-Registered Investment Advisor Branch o ce of and securities o ered through Foothill Securities Inc member FINRASIPC
President Registered Principal
WINNER
LPL Financial5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski
Tom Obarski
Thank you for this award for five years in a rowOur focus working toward the protection of retirement assets and investment education
Securities o ered through LPL Financial Member FINRASIPC
LPL Branch Manager
WINNER
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
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sional
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
Year
Winn
er
14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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Profes
sional
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sional
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sional
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sional
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sional
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sional
2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 23
Special advertiSing Section
Robert H Bastiaans
7979 E Tufts Ave Ste 825Denver CO 80237
Offi ce (303) 689-7424Toll-free (800) 991-0993roberthbastiaansampfcomwwwbobbastiaanscom
bull Planning for the certainty of uncertaintybull Understanding your goals and dreamsbull Developing strategies tailored to your need
Shaping Financial Solutions
For 35 years I have been helping clients develop fi nancial planning strategies that address multigenerational planning as well as day-to-day needs My talented team and I strive to enhance our clientsrsquo abilities to make fi nancial and investment decisions
RH Bastiaans and Associates A private wealth advisory practice of Ameriprise Financial Services Inc Investors should conduct their own evaluation of a nancial professional as working with a
nancial advisor is not a guarantee of future nancial success Brokerage investment and nancial advisory services are made available through Ameriprise Financial Services Inc Member FINRA and
SIPC Some products and services may not be available in all jurisdictions or to all clients
Private Weath AdvisorCFPreg APMASM MSFS CLUreg ChFCreg
WINNER
John Cox
370 17th St Ste 5100Denver CO 80202
Offi ce (303) 595-2125Toll-free (800) 767-9983johncoxmorganstanleycom
bull Discretionary active account managerbull Average relationship duration 19 yearsbull 30 years as an investment professional
Relationships for the Long Run
In this new era of economic uncertainty the traditional approach to long-term investing needs to be questioned With more than 30 years as an investment professional and asset manager John utilizes active management risk strategies and discipline to build and protect client assets This approach has resulted in relationships that last through generations Is active account management for you
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Portfolio Manager Financial Advisor
Transitions Wealth Management TeamWealth Management Through a
Comprehensive Five-Step Process
bull Simple and elegant wealth management
bull Disciplined approach to our process
bull Collaborative needs-based solutions
Left to right Five-year winner Bruce Bendell CPA PFS three-year winner Josh Lozow two-year winner Michael Simmons CFPreg four-year winner Richard Negreann CPA PFS
Transitions Wealth Management LLC assists those experiencing life transitions (widows divorce retirement inheritance and liquidity events) to make intelligent decisions with their fi nances through a comprehensive fi ve-step process We do this by acting as your personal wealth manager We use a consultative process to identify your current fi nancial situation and challenges and then design solutions intended to help you achieve your most important goals
8101 East Prentice Avenue Suite 800Greenwood Village CO 80111
Phone (303) 221-4867 Toll-free (800) 230-2941
infotransitionswmcom wwwtransitionswmcom
Registered Investment Advisor Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability Transitions Wealth Management LLC and the Five Star program are not affiliated
WINNER
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
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Profes
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Profes
sional
2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340 Ext 2Direct (720) 209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
Personalized Financial Planning
Blending integrity hard work and a willingness to listen to each client like he or she is the only investor in the world Melissa Dyer is dedicated to assisting her clients in reaching their fi nancial goals She uses a hands-on approach when working with clients meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives Five Star Wealth Manager 2012 and 2013
Securities o ered through Raymond James Financial Services Inc Member FINRASIPC The Five Star award is bestowed by an independent third party organization not a liated with Raymond James
CERTIFIED FINANCIAL PLANNERtrade MBA
Two-
Year
Winn
er
Samantha Ediger
15 S Main StBrighton CO 80601
Offi ce (303) 659-5532samanthaledigerwellsfargocomwwwwfadvisorscomsamanthalediger
bull Honest well-thought-out advice bull Custom-tailored investment planning bull Client-focused relationship management
Client-Focused Wealth Management
During my 23 years in fi nancial services I have helped families grow wealth improve retirement lifestyles and preserve income I save you time simplify complex issues and help manage transitions
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC is a registered broker-dealer and a separate non-bank
affiliate of Wells Fargo amp Company Member SIPC [CAR 0813-04471]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor Assistant Vice President ndash Investments
Joseph Kozmata
Raymond James Financial Services 10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340
Josephkozmataraymondjamescom
RaymondJamescomJosephKozmata
bull Comprehensive wealth managementbull Investments tailored to clientsrsquo objectivesbull Personalized service
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade and Chartered Financial Analystreg credentials Joe focuses his eff orts on managing and preserving his clientsrsquo wealth for their fi nancial future He works with his clientsrsquo CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 and 2013
Securities offered through Raymond James Financial Services Inc Member FINRASIPC This Five Star Wealth Manager award is bestowed by an independent third party
organization not affiliated with Raymond James
CFPreg CFAreg
Two-
Year
Winn
er
Gary Mangelsdorf
LPL Financial 14143 Denver W Pkwy Ste 510 Golden CO 80401
Offi ce (303) 393-2378
garymangelsdorflplcom wwwColoradoFinancialPartnerscom
bull Comprehensive fi nancial planning bull Unparalleled client service bull Solid unbiased advice
Your Needs Come First
In todays complex fi nancial environment timely insights and prudent guidance are essential for eff ectively managing personal assets and achieving fi nancial success Over the past 25 years Gary has developed a proprietary asset-allocation model designed to match a clients short- and long-term goals with their tolerance to risk His dedication and experience can help you pursue greater fi nancial well-being Contact Gary today for a free no-obligation consultation
Securities and Financial Planning offered through LPL Finanical a Registered Investment Advisor Member FINRASIPC
Financial Advisor
WINNER
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sional
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sional
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sional
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sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
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Profes
sional
2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 25
Special advertiSing Section
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80206Phone (303) 331-6434elizabethoingfpcomwwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
Integrity bull Excellence bull Commitment
Elizabeth has an impressive reputation for objective intelligent highly-personalized service Her integrity and experience enable her to deliver eff ective plans that refl ect her clientsrsquo values personal objectives and long-term goals Her breadth of knowledge makes her a trusted fi nancial advisor able to inform motivate and advise clients so they are best positioned for success and peace of mind
Securities and investment advisory services o ered through ING Financial Partners Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by ING Financial Partners
Financial Advisor MBA University of Colorado
Mark Sindrich
1490 South Pearl St Denver CO 80210 Offi ce (303) 744-8899 Toll-free (800) 825-8259 infosindrichcom wwwsindrichcom
bull Clarity confi dence consensus accountability bull Answers to the ldquowhat ifsrdquo that keep you up at night bull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions to each of our clientrsquos unique fi nancial needs that are clear and simple We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Sindrich amp Associates or
Five Star Professional NFP Securities Inc does not provide legal or tax advice
CERTIFIED FINANCIAL PLANNERtrade
Carrie Steinert
1600 Broadway Denver CO 80202 Direct (303) 864-7264 Cell (303) 507-4644 csteinertcsbtcom wwwcsbtcom
bull Relationships built on trust integrity and objective advice bull Customized wealth management solutions bull Easy-to-understand fi nancial strategies
Long Live Personal Relationships
Carrie off ers an array of comprehensive wealth management services designed to meet the needs of high-net-worth individuals families and business owners Every client enjoys a one-on-one relationship to address individual fi nancial priorities For more than 20 years Carrie has delivered an experienced disciplined approach to providing customized solutions for clients Call Carrie Steinert to discuss your fi nancial future
copy2013 Colorado State Bank and Trust a division of BOKF NA Member FDIC Equal Opportunity Lender
Vice President Client Advisor CTFA Series 7 66 ndash IAR Ins
S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce (303) 200-1441Cell (719) 210-6817toddwarburtonraymondjamescom
FrontRangeFinancialConsultingcom
bull Retirement planning bull Custom portfolio management bull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President ndash InvestmentsBranch Manager
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sional
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Profes
sional
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sional
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sional
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Special advertiSing Section
8742 Lucent Blvd Ste 600 Highlands Ranch CO 80129 Office (303) 305-5446 randyandersonaxa-advisorscom wwwrjandersonfinancialcom
Randy J Anderson
I provide financial services to help people clarify and define their financial goals recommend strategies that fit their needs and monitor their financial progress
Randy Anderson o ers securities through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity and
insurance products o ered through AXA Network LLC RJ Anderson Financial LLC is not owned or operated by AXA
Advisors or AXA Network AGE-80340(0912)(exp0914)
Financial Professional CFPreg
WINNER
5105 DTC Pkwy Ste 316Greenwood Village CO 80111Office (303) 220-5525 Toll-free (800) 898-5450willisintegrafinancialwswwwintegrafinancialws
Willis Ashby
With more than 30 years of experience Willis offers trusted personalized and value-based financial planning services to help you achieve your goals and minimize risk throughout the changing stages of your life As an independent advisory firm there are no conflicts of interest with banks or a brokerdealer We work only for you
President and CFPreg
4643 S Ulster St Ste 1350Denver CO 80237Office (303) 200-1440Cell (303) 829-4790PaulaBoykaraymondjamescomFrontRangeFinancialConsultingcom
Paula Boyka
Understanding your visionWe believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of appropriate asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President Investments
14143 Denver W Pkwy Ste 510 Golden CO 80401 Direct (303) 942-1717 Office (720) 445-7294 christopherbruhllplcom wwwmyfinancialdynamicscom
Christopher P Bruhl
Our goal at Financial Dynamics LLC is to coordinate both investment and risk management strategies crafting effective multidisciplinary financial plans for business owners self-employed professionals and their key people
Securities amp Financial Planning o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Wealth Advisor ChFCreg CLUreg CFPreg
50 S Steele St Ste 850Denver CO 80209Office (303) 377-7327Phone (800) 313-7239barrybrunerwedbushcom
Barry Bruner
Barry helps his clients achieve their financial g o a l s b y d e s i g n i n g i nv e s t m e n t a n d retirement strategies specific to their needs and objectives He focuses on building long-term relationships with his clients while consistently using a prudent approach to investing
wwwwedbushcom | Member NYSEFINRASIPC
Senior Vice President Investments
Two-
Year
Winn
er
2229 S Joliet WayAurora CO 80014Direct (303) 306-6639katiecollinslplcomwwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 29 years of experience Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
650 S Cherry St Ste 710Denver CO 80246Phone (303) 355-8500frankcoloradoelderlawcom
Frank J Danzo III
Frank has committed his law practice to planning and implementing specialized estate plans for individuals and families Frank is a member of the trust and estate and elder law sections of the Colorado Bar Association and the Denver Estate Planning Council
EstateBusiness Planning Elder Law
370 17th St Ste 2800Denver CO 80202Phone (303) 572-4825phildispensemorganstanleycom
Phil Dispense
Phil has 17 years of experience in retirement planning custom portfolio management and company retirement plansFive Star award winner 2009 ndash 2013
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor CFPreg Chartered Retirement Plans Specialist
WINNER
Daniel C Doherty PC 357 Main StLongmont CO 80501Phone (303) 532-2880Fax (303) 532-2990danieldohertylawcom
Daniel C Doherty
Dan specializes in estate gift and income tax law the law of wills trusts and estates estate planning probate and trust settlement guardianship and conservatorship business formation planning and succession and charitable gifting and asset preservation strategies
JD LLM
Two-
Year
Winn
er
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 27
Special advertiSing Section
7979 E Tufts Ave Ste 715Denver CO 80237Office (303) 689-7465patrickjanssenampfcom ameripriseadvisorscompatrickjanssen
Patrick H Janssen
As a Financial Advisor with a Certified Divorce Financial Analyst designation my goal is to help my clients succeed through the complex financial change and recovery that divorce can create
Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise
Financial Services Inc Member FINRA and SIPC
MBA CDFAtrade
3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom
Laurence J Kandel
On behalf of the entire firm I would like to thank our wonderful clients for their continued loyalty and partnership I look forward to our ongoing relationships and find them extremely rewarding
At Obermeyer Asset Management Company we are deeply committed to delivering a highly individualized approach and
sound thoughtful investment advice designed to preserve and grow our clientsrsquo net worth
Vice President Investments and Client Advisory
Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom
Damon L Kaplan
Thank you for this prestigious honor Dedication to clients is the foundation for building long-term relationships and strong partnershipsOur areas of focus include personal business and bankruptcy taxation estatebusiness planning
CPA
7400 E Orchard Rd Ste 120 Greenwood Village CO 80111 Phone (303) 683-9555 wnoycejrwalnutstreetcom
Bill Noyce
As an investment advisor representative with Walnut Street Securities Bill has built his practice around helping clients define achieve and grow their individual financial aspirations
Securities and investment advisory services o ered through registered representatives and investment advisor representatives
of Walnut Street Securities Inc Member FINRASIPC
Investment Advisor Representative
Hall amp Evans LLC1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom
Joyce H Nakamura
With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives Her areas of focus include estate planning trust and estate administration litigation and charitable and business succession planning
WINNER
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office (720) 836-4534
David W Moritz
I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg
1999 Broadway Ste 4000Denver CO 80202Office (303) 298-9600mfineheincpacomwwwHeinCPAcom
Mira Fineacute
Mira provides tax planning and compliance services to family business trusts and estates She assists clients with significant transactions retirement planning succession planning executive compensation planning estate planning exit planning and entity structuring and planning
National Director of Tax Operations
2000 S Colorado BlvdSte 2-630Denver CO 80222Phone (303) 779-2524sgordoncornerstoneassetscomwwwcornerstoneassetscom
Stephen Gordon
Long-term client relationships based on customized planning wealth management s t r a t e g i e s a n d p r o a c t i v e o n g o i n g maintenance Stephen has more than 17 years of experience providing financial services with an independent firm Investment Advisory Services o ered through CUE Financial Group Inc
an SEC-Registered Investment Advisor Branch o ce of and securities o ered through Foothill Securities Inc member FINRASIPC
President Registered Principal
WINNER
LPL Financial5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski
Tom Obarski
Thank you for this award for five years in a rowOur focus working toward the protection of retirement assets and investment education
Securities o ered through LPL Financial Member FINRASIPC
LPL Branch Manager
WINNER
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
Year
Winn
er
14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
2013 Five Star Wealth
Man
agers
FS 24 mdash wwwfivestarprofessionalcom
Special advertiSing Section
Melissa S Dyer
10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340 Ext 2Direct (720) 209-3095melissadyerraymondjamescomwwwraymondjamescommelissadyer
bull Customized wealth managementbull Retirement income strategiesbull Professional caring service
Personalized Financial Planning
Blending integrity hard work and a willingness to listen to each client like he or she is the only investor in the world Melissa Dyer is dedicated to assisting her clients in reaching their fi nancial goals She uses a hands-on approach when working with clients meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives Five Star Wealth Manager 2012 and 2013
Securities o ered through Raymond James Financial Services Inc Member FINRASIPC The Five Star award is bestowed by an independent third party organization not a liated with Raymond James
CERTIFIED FINANCIAL PLANNERtrade MBA
Two-
Year
Winn
er
Samantha Ediger
15 S Main StBrighton CO 80601
Offi ce (303) 659-5532samanthaledigerwellsfargocomwwwwfadvisorscomsamanthalediger
bull Honest well-thought-out advice bull Custom-tailored investment planning bull Client-focused relationship management
Client-Focused Wealth Management
During my 23 years in fi nancial services I have helped families grow wealth improve retirement lifestyles and preserve income I save you time simplify complex issues and help manage transitions
Advisor selection is not reflective of individual client satisfaction or future performance Please see the introduction section for important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC is a registered broker-dealer and a separate non-bank
affiliate of Wells Fargo amp Company Member SIPC [CAR 0813-04471]Investment and Insurance Products
NOT FDIC-Insured NO Bank Guarantee MAY Lose Value
CFPreg Financial Advisor Assistant Vice President ndash Investments
Joseph Kozmata
Raymond James Financial Services 10463 Park Meadows Dr Ste 115Littleton CO 80124
Phone (303) 792-7340
Josephkozmataraymondjamescom
RaymondJamescomJosephKozmata
bull Comprehensive wealth managementbull Investments tailored to clientsrsquo objectivesbull Personalized service
Personalized Investment Strategies
As a fi nancial professional with both CERTIFIED FINANCIAL PLANNERtrade and Chartered Financial Analystreg credentials Joe focuses his eff orts on managing and preserving his clientsrsquo wealth for their fi nancial future He works with his clientsrsquo CPAs and estate planning attorneys to develop customized fi nancial plans to help them reach their goals and objectives Five Star Wealth Manager 2012 and 2013
Securities offered through Raymond James Financial Services Inc Member FINRASIPC This Five Star Wealth Manager award is bestowed by an independent third party
organization not affiliated with Raymond James
CFPreg CFAreg
Two-
Year
Winn
er
Gary Mangelsdorf
LPL Financial 14143 Denver W Pkwy Ste 510 Golden CO 80401
Offi ce (303) 393-2378
garymangelsdorflplcom wwwColoradoFinancialPartnerscom
bull Comprehensive fi nancial planning bull Unparalleled client service bull Solid unbiased advice
Your Needs Come First
In todays complex fi nancial environment timely insights and prudent guidance are essential for eff ectively managing personal assets and achieving fi nancial success Over the past 25 years Gary has developed a proprietary asset-allocation model designed to match a clients short- and long-term goals with their tolerance to risk His dedication and experience can help you pursue greater fi nancial well-being Contact Gary today for a free no-obligation consultation
Securities and Financial Planning offered through LPL Finanical a Registered Investment Advisor Member FINRASIPC
Financial Advisor
WINNER
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sional
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sional
2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 25
Special advertiSing Section
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80206Phone (303) 331-6434elizabethoingfpcomwwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
Integrity bull Excellence bull Commitment
Elizabeth has an impressive reputation for objective intelligent highly-personalized service Her integrity and experience enable her to deliver eff ective plans that refl ect her clientsrsquo values personal objectives and long-term goals Her breadth of knowledge makes her a trusted fi nancial advisor able to inform motivate and advise clients so they are best positioned for success and peace of mind
Securities and investment advisory services o ered through ING Financial Partners Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by ING Financial Partners
Financial Advisor MBA University of Colorado
Mark Sindrich
1490 South Pearl St Denver CO 80210 Offi ce (303) 744-8899 Toll-free (800) 825-8259 infosindrichcom wwwsindrichcom
bull Clarity confi dence consensus accountability bull Answers to the ldquowhat ifsrdquo that keep you up at night bull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions to each of our clientrsquos unique fi nancial needs that are clear and simple We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Sindrich amp Associates or
Five Star Professional NFP Securities Inc does not provide legal or tax advice
CERTIFIED FINANCIAL PLANNERtrade
Carrie Steinert
1600 Broadway Denver CO 80202 Direct (303) 864-7264 Cell (303) 507-4644 csteinertcsbtcom wwwcsbtcom
bull Relationships built on trust integrity and objective advice bull Customized wealth management solutions bull Easy-to-understand fi nancial strategies
Long Live Personal Relationships
Carrie off ers an array of comprehensive wealth management services designed to meet the needs of high-net-worth individuals families and business owners Every client enjoys a one-on-one relationship to address individual fi nancial priorities For more than 20 years Carrie has delivered an experienced disciplined approach to providing customized solutions for clients Call Carrie Steinert to discuss your fi nancial future
copy2013 Colorado State Bank and Trust a division of BOKF NA Member FDIC Equal Opportunity Lender
Vice President Client Advisor CTFA Series 7 66 ndash IAR Ins
S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce (303) 200-1441Cell (719) 210-6817toddwarburtonraymondjamescom
FrontRangeFinancialConsultingcom
bull Retirement planning bull Custom portfolio management bull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President ndash InvestmentsBranch Manager
copy Five Star
Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Special advertiSing Section
8742 Lucent Blvd Ste 600 Highlands Ranch CO 80129 Office (303) 305-5446 randyandersonaxa-advisorscom wwwrjandersonfinancialcom
Randy J Anderson
I provide financial services to help people clarify and define their financial goals recommend strategies that fit their needs and monitor their financial progress
Randy Anderson o ers securities through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity and
insurance products o ered through AXA Network LLC RJ Anderson Financial LLC is not owned or operated by AXA
Advisors or AXA Network AGE-80340(0912)(exp0914)
Financial Professional CFPreg
WINNER
5105 DTC Pkwy Ste 316Greenwood Village CO 80111Office (303) 220-5525 Toll-free (800) 898-5450willisintegrafinancialwswwwintegrafinancialws
Willis Ashby
With more than 30 years of experience Willis offers trusted personalized and value-based financial planning services to help you achieve your goals and minimize risk throughout the changing stages of your life As an independent advisory firm there are no conflicts of interest with banks or a brokerdealer We work only for you
President and CFPreg
4643 S Ulster St Ste 1350Denver CO 80237Office (303) 200-1440Cell (303) 829-4790PaulaBoykaraymondjamescomFrontRangeFinancialConsultingcom
Paula Boyka
Understanding your visionWe believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of appropriate asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President Investments
14143 Denver W Pkwy Ste 510 Golden CO 80401 Direct (303) 942-1717 Office (720) 445-7294 christopherbruhllplcom wwwmyfinancialdynamicscom
Christopher P Bruhl
Our goal at Financial Dynamics LLC is to coordinate both investment and risk management strategies crafting effective multidisciplinary financial plans for business owners self-employed professionals and their key people
Securities amp Financial Planning o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Wealth Advisor ChFCreg CLUreg CFPreg
50 S Steele St Ste 850Denver CO 80209Office (303) 377-7327Phone (800) 313-7239barrybrunerwedbushcom
Barry Bruner
Barry helps his clients achieve their financial g o a l s b y d e s i g n i n g i nv e s t m e n t a n d retirement strategies specific to their needs and objectives He focuses on building long-term relationships with his clients while consistently using a prudent approach to investing
wwwwedbushcom | Member NYSEFINRASIPC
Senior Vice President Investments
Two-
Year
Winn
er
2229 S Joliet WayAurora CO 80014Direct (303) 306-6639katiecollinslplcomwwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 29 years of experience Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
650 S Cherry St Ste 710Denver CO 80246Phone (303) 355-8500frankcoloradoelderlawcom
Frank J Danzo III
Frank has committed his law practice to planning and implementing specialized estate plans for individuals and families Frank is a member of the trust and estate and elder law sections of the Colorado Bar Association and the Denver Estate Planning Council
EstateBusiness Planning Elder Law
370 17th St Ste 2800Denver CO 80202Phone (303) 572-4825phildispensemorganstanleycom
Phil Dispense
Phil has 17 years of experience in retirement planning custom portfolio management and company retirement plansFive Star award winner 2009 ndash 2013
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor CFPreg Chartered Retirement Plans Specialist
WINNER
Daniel C Doherty PC 357 Main StLongmont CO 80501Phone (303) 532-2880Fax (303) 532-2990danieldohertylawcom
Daniel C Doherty
Dan specializes in estate gift and income tax law the law of wills trusts and estates estate planning probate and trust settlement guardianship and conservatorship business formation planning and succession and charitable gifting and asset preservation strategies
JD LLM
Two-
Year
Winn
er
copy Five Star
Profes
sional
copy Five Star
Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 27
Special advertiSing Section
7979 E Tufts Ave Ste 715Denver CO 80237Office (303) 689-7465patrickjanssenampfcom ameripriseadvisorscompatrickjanssen
Patrick H Janssen
As a Financial Advisor with a Certified Divorce Financial Analyst designation my goal is to help my clients succeed through the complex financial change and recovery that divorce can create
Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise
Financial Services Inc Member FINRA and SIPC
MBA CDFAtrade
3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom
Laurence J Kandel
On behalf of the entire firm I would like to thank our wonderful clients for their continued loyalty and partnership I look forward to our ongoing relationships and find them extremely rewarding
At Obermeyer Asset Management Company we are deeply committed to delivering a highly individualized approach and
sound thoughtful investment advice designed to preserve and grow our clientsrsquo net worth
Vice President Investments and Client Advisory
Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom
Damon L Kaplan
Thank you for this prestigious honor Dedication to clients is the foundation for building long-term relationships and strong partnershipsOur areas of focus include personal business and bankruptcy taxation estatebusiness planning
CPA
7400 E Orchard Rd Ste 120 Greenwood Village CO 80111 Phone (303) 683-9555 wnoycejrwalnutstreetcom
Bill Noyce
As an investment advisor representative with Walnut Street Securities Bill has built his practice around helping clients define achieve and grow their individual financial aspirations
Securities and investment advisory services o ered through registered representatives and investment advisor representatives
of Walnut Street Securities Inc Member FINRASIPC
Investment Advisor Representative
Hall amp Evans LLC1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom
Joyce H Nakamura
With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives Her areas of focus include estate planning trust and estate administration litigation and charitable and business succession planning
WINNER
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office (720) 836-4534
David W Moritz
I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg
1999 Broadway Ste 4000Denver CO 80202Office (303) 298-9600mfineheincpacomwwwHeinCPAcom
Mira Fineacute
Mira provides tax planning and compliance services to family business trusts and estates She assists clients with significant transactions retirement planning succession planning executive compensation planning estate planning exit planning and entity structuring and planning
National Director of Tax Operations
2000 S Colorado BlvdSte 2-630Denver CO 80222Phone (303) 779-2524sgordoncornerstoneassetscomwwwcornerstoneassetscom
Stephen Gordon
Long-term client relationships based on customized planning wealth management s t r a t e g i e s a n d p r o a c t i v e o n g o i n g maintenance Stephen has more than 17 years of experience providing financial services with an independent firm Investment Advisory Services o ered through CUE Financial Group Inc
an SEC-Registered Investment Advisor Branch o ce of and securities o ered through Foothill Securities Inc member FINRASIPC
President Registered Principal
WINNER
LPL Financial5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski
Tom Obarski
Thank you for this award for five years in a rowOur focus working toward the protection of retirement assets and investment education
Securities o ered through LPL Financial Member FINRASIPC
LPL Branch Manager
WINNER
copy Five Star
Profes
sional
copy Five Star
Profes
sional
copy Five Star
Profes
sional
copy Five Star
Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
Year
Winn
er
14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 25
Special advertiSing Section
Elizabeth OrsquoDonnell
3773 Cherry Creek N Dr Ste 575Denver CO 80206Phone (303) 331-6434elizabethoingfpcomwwwodonnellwealthcom
bull Personally tailored fi nancial planningbull Integrated wealth managementbull Income solutions and risk management
Integrity bull Excellence bull Commitment
Elizabeth has an impressive reputation for objective intelligent highly-personalized service Her integrity and experience enable her to deliver eff ective plans that refl ect her clientsrsquo values personal objectives and long-term goals Her breadth of knowledge makes her a trusted fi nancial advisor able to inform motivate and advise clients so they are best positioned for success and peace of mind
Securities and investment advisory services o ered through ING Financial Partners Member SIPC OrsquoDonnell Wealth Management is not a subsidiary of nor controlled by ING Financial Partners
Financial Advisor MBA University of Colorado
Mark Sindrich
1490 South Pearl St Denver CO 80210 Offi ce (303) 744-8899 Toll-free (800) 825-8259 infosindrichcom wwwsindrichcom
bull Clarity confi dence consensus accountability bull Answers to the ldquowhat ifsrdquo that keep you up at night bull Preserving multigenerational wealth
Our Disciplined Success Methodtrade
For more than 29 years Mark Sindrich and his team of professionals at Sindrich amp Associates have provided dedicated wealth management services for entrepreneurs business owners executives and their families Our team is committed to reducing complexity and providing comprehensive integrated solutions to each of our clientrsquos unique fi nancial needs that are clear and simple We thank our clients for their years of confi dence
Securities and Investment Advisory Services may be offered through NFP Securities Inc Member FINRASIPC NFP Securities Inc is not affiliated with Sindrich amp Associates or
Five Star Professional NFP Securities Inc does not provide legal or tax advice
CERTIFIED FINANCIAL PLANNERtrade
Carrie Steinert
1600 Broadway Denver CO 80202 Direct (303) 864-7264 Cell (303) 507-4644 csteinertcsbtcom wwwcsbtcom
bull Relationships built on trust integrity and objective advice bull Customized wealth management solutions bull Easy-to-understand fi nancial strategies
Long Live Personal Relationships
Carrie off ers an array of comprehensive wealth management services designed to meet the needs of high-net-worth individuals families and business owners Every client enjoys a one-on-one relationship to address individual fi nancial priorities For more than 20 years Carrie has delivered an experienced disciplined approach to providing customized solutions for clients Call Carrie Steinert to discuss your fi nancial future
copy2013 Colorado State Bank and Trust a division of BOKF NA Member FDIC Equal Opportunity Lender
Vice President Client Advisor CTFA Series 7 66 ndash IAR Ins
S Todd Warburton
4643 S Ulster St Ste 1350Denver CO 80237
Offi ce (303) 200-1441Cell (719) 210-6817toddwarburtonraymondjamescom
FrontRangeFinancialConsultingcom
bull Retirement planning bull Custom portfolio management bull Wealth transfer and preservation
Understanding Your Vision
We believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of proper asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President ndash InvestmentsBranch Manager
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Special advertiSing Section
8742 Lucent Blvd Ste 600 Highlands Ranch CO 80129 Office (303) 305-5446 randyandersonaxa-advisorscom wwwrjandersonfinancialcom
Randy J Anderson
I provide financial services to help people clarify and define their financial goals recommend strategies that fit their needs and monitor their financial progress
Randy Anderson o ers securities through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity and
insurance products o ered through AXA Network LLC RJ Anderson Financial LLC is not owned or operated by AXA
Advisors or AXA Network AGE-80340(0912)(exp0914)
Financial Professional CFPreg
WINNER
5105 DTC Pkwy Ste 316Greenwood Village CO 80111Office (303) 220-5525 Toll-free (800) 898-5450willisintegrafinancialwswwwintegrafinancialws
Willis Ashby
With more than 30 years of experience Willis offers trusted personalized and value-based financial planning services to help you achieve your goals and minimize risk throughout the changing stages of your life As an independent advisory firm there are no conflicts of interest with banks or a brokerdealer We work only for you
President and CFPreg
4643 S Ulster St Ste 1350Denver CO 80237Office (303) 200-1440Cell (303) 829-4790PaulaBoykaraymondjamescomFrontRangeFinancialConsultingcom
Paula Boyka
Understanding your visionWe believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of appropriate asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President Investments
14143 Denver W Pkwy Ste 510 Golden CO 80401 Direct (303) 942-1717 Office (720) 445-7294 christopherbruhllplcom wwwmyfinancialdynamicscom
Christopher P Bruhl
Our goal at Financial Dynamics LLC is to coordinate both investment and risk management strategies crafting effective multidisciplinary financial plans for business owners self-employed professionals and their key people
Securities amp Financial Planning o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Wealth Advisor ChFCreg CLUreg CFPreg
50 S Steele St Ste 850Denver CO 80209Office (303) 377-7327Phone (800) 313-7239barrybrunerwedbushcom
Barry Bruner
Barry helps his clients achieve their financial g o a l s b y d e s i g n i n g i nv e s t m e n t a n d retirement strategies specific to their needs and objectives He focuses on building long-term relationships with his clients while consistently using a prudent approach to investing
wwwwedbushcom | Member NYSEFINRASIPC
Senior Vice President Investments
Two-
Year
Winn
er
2229 S Joliet WayAurora CO 80014Direct (303) 306-6639katiecollinslplcomwwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 29 years of experience Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
650 S Cherry St Ste 710Denver CO 80246Phone (303) 355-8500frankcoloradoelderlawcom
Frank J Danzo III
Frank has committed his law practice to planning and implementing specialized estate plans for individuals and families Frank is a member of the trust and estate and elder law sections of the Colorado Bar Association and the Denver Estate Planning Council
EstateBusiness Planning Elder Law
370 17th St Ste 2800Denver CO 80202Phone (303) 572-4825phildispensemorganstanleycom
Phil Dispense
Phil has 17 years of experience in retirement planning custom portfolio management and company retirement plansFive Star award winner 2009 ndash 2013
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor CFPreg Chartered Retirement Plans Specialist
WINNER
Daniel C Doherty PC 357 Main StLongmont CO 80501Phone (303) 532-2880Fax (303) 532-2990danieldohertylawcom
Daniel C Doherty
Dan specializes in estate gift and income tax law the law of wills trusts and estates estate planning probate and trust settlement guardianship and conservatorship business formation planning and succession and charitable gifting and asset preservation strategies
JD LLM
Two-
Year
Winn
er
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 27
Special advertiSing Section
7979 E Tufts Ave Ste 715Denver CO 80237Office (303) 689-7465patrickjanssenampfcom ameripriseadvisorscompatrickjanssen
Patrick H Janssen
As a Financial Advisor with a Certified Divorce Financial Analyst designation my goal is to help my clients succeed through the complex financial change and recovery that divorce can create
Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise
Financial Services Inc Member FINRA and SIPC
MBA CDFAtrade
3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom
Laurence J Kandel
On behalf of the entire firm I would like to thank our wonderful clients for their continued loyalty and partnership I look forward to our ongoing relationships and find them extremely rewarding
At Obermeyer Asset Management Company we are deeply committed to delivering a highly individualized approach and
sound thoughtful investment advice designed to preserve and grow our clientsrsquo net worth
Vice President Investments and Client Advisory
Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom
Damon L Kaplan
Thank you for this prestigious honor Dedication to clients is the foundation for building long-term relationships and strong partnershipsOur areas of focus include personal business and bankruptcy taxation estatebusiness planning
CPA
7400 E Orchard Rd Ste 120 Greenwood Village CO 80111 Phone (303) 683-9555 wnoycejrwalnutstreetcom
Bill Noyce
As an investment advisor representative with Walnut Street Securities Bill has built his practice around helping clients define achieve and grow their individual financial aspirations
Securities and investment advisory services o ered through registered representatives and investment advisor representatives
of Walnut Street Securities Inc Member FINRASIPC
Investment Advisor Representative
Hall amp Evans LLC1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom
Joyce H Nakamura
With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives Her areas of focus include estate planning trust and estate administration litigation and charitable and business succession planning
WINNER
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office (720) 836-4534
David W Moritz
I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg
1999 Broadway Ste 4000Denver CO 80202Office (303) 298-9600mfineheincpacomwwwHeinCPAcom
Mira Fineacute
Mira provides tax planning and compliance services to family business trusts and estates She assists clients with significant transactions retirement planning succession planning executive compensation planning estate planning exit planning and entity structuring and planning
National Director of Tax Operations
2000 S Colorado BlvdSte 2-630Denver CO 80222Phone (303) 779-2524sgordoncornerstoneassetscomwwwcornerstoneassetscom
Stephen Gordon
Long-term client relationships based on customized planning wealth management s t r a t e g i e s a n d p r o a c t i v e o n g o i n g maintenance Stephen has more than 17 years of experience providing financial services with an independent firm Investment Advisory Services o ered through CUE Financial Group Inc
an SEC-Registered Investment Advisor Branch o ce of and securities o ered through Foothill Securities Inc member FINRASIPC
President Registered Principal
WINNER
LPL Financial5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski
Tom Obarski
Thank you for this award for five years in a rowOur focus working toward the protection of retirement assets and investment education
Securities o ered through LPL Financial Member FINRASIPC
LPL Branch Manager
WINNER
copy Five Star
Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
Year
Winn
er
14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
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Profes
sional
2013 Five Star Wealth
Man
agers
FS 26 mdash wwwfivestarprofessionalcom
Special advertiSing Section
8742 Lucent Blvd Ste 600 Highlands Ranch CO 80129 Office (303) 305-5446 randyandersonaxa-advisorscom wwwrjandersonfinancialcom
Randy J Anderson
I provide financial services to help people clarify and define their financial goals recommend strategies that fit their needs and monitor their financial progress
Randy Anderson o ers securities through AXA Advisors LLC (NY NY 212-314-4600) member FINRA SIPC Annuity and
insurance products o ered through AXA Network LLC RJ Anderson Financial LLC is not owned or operated by AXA
Advisors or AXA Network AGE-80340(0912)(exp0914)
Financial Professional CFPreg
WINNER
5105 DTC Pkwy Ste 316Greenwood Village CO 80111Office (303) 220-5525 Toll-free (800) 898-5450willisintegrafinancialwswwwintegrafinancialws
Willis Ashby
With more than 30 years of experience Willis offers trusted personalized and value-based financial planning services to help you achieve your goals and minimize risk throughout the changing stages of your life As an independent advisory firm there are no conflicts of interest with banks or a brokerdealer We work only for you
President and CFPreg
4643 S Ulster St Ste 1350Denver CO 80237Office (303) 200-1440Cell (303) 829-4790PaulaBoykaraymondjamescomFrontRangeFinancialConsultingcom
Paula Boyka
Understanding your visionWe believe that successful investing results from the mutual understanding of your vision goals and current situation Our success lies in careful planning emotional discipline and the use of appropriate asset allocation
Raymond James amp Associates Inc Member New York Stock ExchangeSIPC
Senior Vice President Investments
14143 Denver W Pkwy Ste 510 Golden CO 80401 Direct (303) 942-1717 Office (720) 445-7294 christopherbruhllplcom wwwmyfinancialdynamicscom
Christopher P Bruhl
Our goal at Financial Dynamics LLC is to coordinate both investment and risk management strategies crafting effective multidisciplinary financial plans for business owners self-employed professionals and their key people
Securities amp Financial Planning o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Wealth Advisor ChFCreg CLUreg CFPreg
50 S Steele St Ste 850Denver CO 80209Office (303) 377-7327Phone (800) 313-7239barrybrunerwedbushcom
Barry Bruner
Barry helps his clients achieve their financial g o a l s b y d e s i g n i n g i nv e s t m e n t a n d retirement strategies specific to their needs and objectives He focuses on building long-term relationships with his clients while consistently using a prudent approach to investing
wwwwedbushcom | Member NYSEFINRASIPC
Senior Vice President Investments
Two-
Year
Winn
er
2229 S Joliet WayAurora CO 80014Direct (303) 306-6639katiecollinslplcomwwwlplcomkatiecollins
M Katharine Collins
A successful financial partnership requires a trustworthy advisor With 29 years of experience Irsquom here to help I am honored to be a three-year winner of this award
Securities o ered through LPL Financial a Registered Investment Advisor Member FINRASIPC
Branch ManagerPrincipal
650 S Cherry St Ste 710Denver CO 80246Phone (303) 355-8500frankcoloradoelderlawcom
Frank J Danzo III
Frank has committed his law practice to planning and implementing specialized estate plans for individuals and families Frank is a member of the trust and estate and elder law sections of the Colorado Bar Association and the Denver Estate Planning Council
EstateBusiness Planning Elder Law
370 17th St Ste 2800Denver CO 80202Phone (303) 572-4825phildispensemorganstanleycom
Phil Dispense
Phil has 17 years of experience in retirement planning custom portfolio management and company retirement plansFive Star award winner 2009 ndash 2013
copy2013 Morgan Stanley Smith Barney LLC Member SIPC
Financial Advisor CFPreg Chartered Retirement Plans Specialist
WINNER
Daniel C Doherty PC 357 Main StLongmont CO 80501Phone (303) 532-2880Fax (303) 532-2990danieldohertylawcom
Daniel C Doherty
Dan specializes in estate gift and income tax law the law of wills trusts and estates estate planning probate and trust settlement guardianship and conservatorship business formation planning and succession and charitable gifting and asset preservation strategies
JD LLM
Two-
Year
Winn
er
copy Five Star
Profes
sional
copy Five Star
Profes
sional
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Profes
sional
copy Five Star
Profes
sional
copy Five Star
Profes
sional
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Profes
sional
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Profes
sional
copy Five Star
Profes
sional
copy Five Star
Profes
sional
2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 27
Special advertiSing Section
7979 E Tufts Ave Ste 715Denver CO 80237Office (303) 689-7465patrickjanssenampfcom ameripriseadvisorscompatrickjanssen
Patrick H Janssen
As a Financial Advisor with a Certified Divorce Financial Analyst designation my goal is to help my clients succeed through the complex financial change and recovery that divorce can create
Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise
Financial Services Inc Member FINRA and SIPC
MBA CDFAtrade
3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom
Laurence J Kandel
On behalf of the entire firm I would like to thank our wonderful clients for their continued loyalty and partnership I look forward to our ongoing relationships and find them extremely rewarding
At Obermeyer Asset Management Company we are deeply committed to delivering a highly individualized approach and
sound thoughtful investment advice designed to preserve and grow our clientsrsquo net worth
Vice President Investments and Client Advisory
Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom
Damon L Kaplan
Thank you for this prestigious honor Dedication to clients is the foundation for building long-term relationships and strong partnershipsOur areas of focus include personal business and bankruptcy taxation estatebusiness planning
CPA
7400 E Orchard Rd Ste 120 Greenwood Village CO 80111 Phone (303) 683-9555 wnoycejrwalnutstreetcom
Bill Noyce
As an investment advisor representative with Walnut Street Securities Bill has built his practice around helping clients define achieve and grow their individual financial aspirations
Securities and investment advisory services o ered through registered representatives and investment advisor representatives
of Walnut Street Securities Inc Member FINRASIPC
Investment Advisor Representative
Hall amp Evans LLC1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom
Joyce H Nakamura
With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives Her areas of focus include estate planning trust and estate administration litigation and charitable and business succession planning
WINNER
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office (720) 836-4534
David W Moritz
I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg
1999 Broadway Ste 4000Denver CO 80202Office (303) 298-9600mfineheincpacomwwwHeinCPAcom
Mira Fineacute
Mira provides tax planning and compliance services to family business trusts and estates She assists clients with significant transactions retirement planning succession planning executive compensation planning estate planning exit planning and entity structuring and planning
National Director of Tax Operations
2000 S Colorado BlvdSte 2-630Denver CO 80222Phone (303) 779-2524sgordoncornerstoneassetscomwwwcornerstoneassetscom
Stephen Gordon
Long-term client relationships based on customized planning wealth management s t r a t e g i e s a n d p r o a c t i v e o n g o i n g maintenance Stephen has more than 17 years of experience providing financial services with an independent firm Investment Advisory Services o ered through CUE Financial Group Inc
an SEC-Registered Investment Advisor Branch o ce of and securities o ered through Foothill Securities Inc member FINRASIPC
President Registered Principal
WINNER
LPL Financial5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski
Tom Obarski
Thank you for this award for five years in a rowOur focus working toward the protection of retirement assets and investment education
Securities o ered through LPL Financial Member FINRASIPC
LPL Branch Manager
WINNER
copy Five Star
Profes
sional
copy Five Star
Profes
sional
copy Five Star
Profes
sional
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2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
Year
Winn
er
14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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2013 Five Star Wealth
Man
agers
wwwfivestarprofessionalcom mdash FS 27
Special advertiSing Section
7979 E Tufts Ave Ste 715Denver CO 80237Office (303) 689-7465patrickjanssenampfcom ameripriseadvisorscompatrickjanssen
Patrick H Janssen
As a Financial Advisor with a Certified Divorce Financial Analyst designation my goal is to help my clients succeed through the complex financial change and recovery that divorce can create
Ameriprise Financial does not provide tax or legal advice Consult your tax advisor or attorney Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial success Ameriprise
Financial Services Inc Member FINRA and SIPC
MBA CDFAtrade
3200 Cherry Creek S Dr Ste 480 Denver CO 80209 Phone (303) 733-4305 lonnyobermeyerassetcom wwwobermeyerassetcom
Laurence J Kandel
On behalf of the entire firm I would like to thank our wonderful clients for their continued loyalty and partnership I look forward to our ongoing relationships and find them extremely rewarding
At Obermeyer Asset Management Company we are deeply committed to delivering a highly individualized approach and
sound thoughtful investment advice designed to preserve and grow our clientsrsquo net worth
Vice President Investments and Client Advisory
Kaplan amp Associates PC 7315 E Orchard Rd Ste 250Greenwood Village CO 80111Direct (303) 327-5007damonkdlkaplancom
Damon L Kaplan
Thank you for this prestigious honor Dedication to clients is the foundation for building long-term relationships and strong partnershipsOur areas of focus include personal business and bankruptcy taxation estatebusiness planning
CPA
7400 E Orchard Rd Ste 120 Greenwood Village CO 80111 Phone (303) 683-9555 wnoycejrwalnutstreetcom
Bill Noyce
As an investment advisor representative with Walnut Street Securities Bill has built his practice around helping clients define achieve and grow their individual financial aspirations
Securities and investment advisory services o ered through registered representatives and investment advisor representatives
of Walnut Street Securities Inc Member FINRASIPC
Investment Advisor Representative
Hall amp Evans LLC1125 17th St Ste 600Denver CO 80202Office (303) 628-3362nakamurajhallevanscomwwwhallevanscom
Joyce H Nakamura
With more than 28 years of experience Joyce works closely with her clients to design and implement their estate charitable and business succession planning objectives Her areas of focus include estate planning trust and estate administration litigation and charitable and business succession planning
WINNER
David W Moritz and Associates A financial advisory practice of Ameriprise Financial Services IncParker CO 80138Office (720) 836-4534
David W Moritz
I work one-to-one with clients to understand what is important to them and their families This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
Financial Advisor CFPreg
1999 Broadway Ste 4000Denver CO 80202Office (303) 298-9600mfineheincpacomwwwHeinCPAcom
Mira Fineacute
Mira provides tax planning and compliance services to family business trusts and estates She assists clients with significant transactions retirement planning succession planning executive compensation planning estate planning exit planning and entity structuring and planning
National Director of Tax Operations
2000 S Colorado BlvdSte 2-630Denver CO 80222Phone (303) 779-2524sgordoncornerstoneassetscomwwwcornerstoneassetscom
Stephen Gordon
Long-term client relationships based on customized planning wealth management s t r a t e g i e s a n d p r o a c t i v e o n g o i n g maintenance Stephen has more than 17 years of experience providing financial services with an independent firm Investment Advisory Services o ered through CUE Financial Group Inc
an SEC-Registered Investment Advisor Branch o ce of and securities o ered through Foothill Securities Inc member FINRASIPC
President Registered Principal
WINNER
LPL Financial5445 DTC Pkwy PH 4Greenwood Village CO 80111Phone (303) 740-6620tomobarskilplcomwwwlplcomtomobarski
Tom Obarski
Thank you for this award for five years in a rowOur focus working toward the protection of retirement assets and investment education
Securities o ered through LPL Financial Member FINRASIPC
LPL Branch Manager
WINNER
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2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
Year
Winn
er
14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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Profes
sional
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sional
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sional
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sional
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Profes
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Profes
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Profes
sional
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Profes
sional
2013 Five Star Wealth
Man
agers
FS 28 mdash wwwfivestarprofessionalcom
Special advertiSing Section
600 17th St Ste 2800 Denver CO 80202 Office (303) 226-5861 kzaloudekmszlawfirmcom wwwmszlawfirmcom
Kevin Zaloudek
Mi l ls Schmitz amp Zaloudek has bui lt a reputation of providing legal services without the customary overhead of a typical law firm With practice areas ranging from tax to litigation to IP law Mills Schmitz amp Zaloudek is able to provide invaluable legal advice and unparalleled value
Attorney at Law JD LLM in Taxation
7665 E Windford StParker CO 80134Office (303) 805-4928craigcraigewilliamscomwwwcraigewilliamscom
Craig E Williams
Craig E Williams is a retirement income specialist who works with clients to create sustainable income streams in retirement He is particularly adept at integrating savvy Social Security and Medicare planning strategies into comprehensive retirement plans
Securities and advisory services o ered through Geneos Wealth Management member FINRA and SIPC
Certified Retirement Coach
Two-
Year
Winn
er
Charles Schwab amp Company Inc 518 17th St Ste 100Denver CO 80202Office (303) 260-5908scotttremlettschwabcomwwwschwabcom
Scott Tremlett
Scott Tremlett CFPreg professional is a financial consultant with Charles Schwab amp Co Inc where he guides clients on a wide range of financial topics including investment advice personal financial planning and retirement planning
Vice President ndash Financial Consultant
23596 Currant DrGolden CO 80401Phone (303) 384-9177shelleyschlossberglplcomwwwcastlemountainfinancialcom
Shelley Schlossberg
Shelley has been helping her clients keep their financial plans in sync with their dreams for more than 30 years CastleMountain Financial Services Inc is a comprehensive investment and wealth planning firm offering personalized service to high-net-worth individuals and small businesses Securities and Financial Planning o ered through LPL Financial A
Registered Investment Advisor Member FINRASIPC
CFPreg President LPL Registered Principal
CastleMountainFinancial Services Inc
Two-
Year
Winn
er
4419 Orofino CtCastle Rock CO 80108Office (303) 663-5903marylpierceampfcomwwwameripriseadvisorscommarylpierce
Mary L Pierce
I help my clients plan for their dreams through a comprehensive financial approach and long-term investment strategies
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
An Ameriprise Platinum Financial Advisor CFPreg CLUreg
WINNER
320 S Teller St Ste 200Lakewood CO 80210Office (303) 763-8300thwilliamswfadvisorscomhomewellsfargoadvisorscomthwilliams
TH Williams
TH is a Senior Vice President and Branch Manager with the Private Client Group of Wells Fargo Advisors He also holds a CFPreg His focus is helping clients build manage and transfer wealth
Advisor selection is not re ective of individual client satisfaction or future performance Please see the introduction section for
important information on the scope of the award and the Five Star selection process Wells Fargo Advisors LLC
Member SIPC [CAR 0913-00002]
MSF MBA CFPreg
141 Union Blvd Ste 310Lakewood CO 80228Phone (303) 425-0904wwwameripriseadvisorscomDamianDWalshprofile
Damian Walsh
Walsh amp Associates an Ameriprise Platinum Financial Services practice
Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee
of future nancial success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor
10375 Park Meadows Dr Ste 125 Lone Tree CO 80124 Office (303) 222-2600 Ext 2609 wwwameripriseadvisorscomerickswope
Eric K Swope
Over the last 18 years Eric has helped his clients with a comprehensive approach to financial planning Each client receives advice and planning that is unique to their situation covering investment retirement estate and tax planning strategies Investors should conduct their own evaluation of a nancial professional as working with a nancial advisor is not a guarantee of future nancial
success Ameriprise Financial Services Inc Member FINRA and SIPC
CFPreg Financial Advisor Associate Vice President
Two-
Year
Winn
er
14143 Denver W Pkwy Ste 510 Golden CO 80401 Office (303) 393-2456 Cell (720) 515-7293 tedswensonlplcom swensoncoloradofinancialpartnerscom
Ted Swenson
In todayrsquos complex financial environment timely insights and prudent guidance are essential to effectively manage your portfolio and work toward your goals I can help you develop an investment strategy to address your needs and aspirations
Securities o ered through LPL Financial Member FINRASIPC
AAMS CFPreg
WINNER
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Profes
sional
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Profes
sional
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sional
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Profes
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