2013 denver five star wealth · pdf filemagazine. • working with a five star wealth...

2013 Five Star Wealth

Man

agers

wwwfivestarprofessionalcom mdash FS 1

Special advertiSing Section

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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agers

FS 2 mdash wwwfivestarprofessionalcom


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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agers



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 5

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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agers




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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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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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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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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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


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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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



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

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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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agers



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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agers



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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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


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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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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agers



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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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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agers



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


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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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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agers



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

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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

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agers



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]

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agers



TochiharaCulberson Team at Morgan Stanley


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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Man

agers



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


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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agers



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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Man

agers



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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Man

agers



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


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


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


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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Man

agers



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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agers



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



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



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


AAMS CFPreg

WINNER

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agers



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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Man

agers




























Frank Danzo Chayet amp Danzo 6

























































Kean Boucher Boucher Wealth Management Group Page 15




















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Joseph Kozmata


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CFPreg CFAreg

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Laurence J Kandel






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Joyce H Nakamura


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MSF MBA CFPreg


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Offi ce (303) 791-3000Fax (303) 791-0665


Two-

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Boulder (720) 274-1656Denver (303) 357-4741

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Joseph Kozmata


Phone (303) 792-7340








CFPreg CFAreg

Two-

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Offi ce (303) 393-2378






Financial Advisor

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MSF MBA CFPreg


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Patrick H Janssen




MBA CDFAtrade


Laurence J Kandel






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CPA


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David W Moritz






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Stephen Gordon




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LPL Branch Manager

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Joseph Kozmata


Phone (303) 792-7340








CFPreg CFAreg

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Offi ce (303) 393-2378






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Randy J Anderson






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Willis Ashby




Paula Boyka





Christopher P Bruhl





Barry Bruner




Two-

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M Katharine Collins





Frank J Danzo III




Phil Dispense




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Daniel C Doherty


JD LLM

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Patrick H Janssen




MBA CDFAtrade


Laurence J Kandel






Damon L Kaplan


CPA


Bill Noyce






Joyce H Nakamura


WINNER


David W Moritz






Mira Fineacute




Stephen Gordon




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Tom Obarski



LPL Branch Manager

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Kevin Zaloudek




Craig E Williams




Two-

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Scott Tremlett




Shelley Schlossberg





Two-

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Mary L Pierce





WINNER


TH Williams





MSF MBA CFPreg


Damian Walsh






Eric K Swope




Two-

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Ted Swenson



AAMS CFPreg

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Phone (303) 221-4867 Toll-free (800) 230-2941



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Melissa S Dyer








Two-

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Joseph Kozmata


Phone (303) 792-7340








CFPreg CFAreg

Two-

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Gary Mangelsdorf


Offi ce (303) 393-2378






Financial Advisor

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Randy J Anderson






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Willis Ashby




Paula Boyka





Christopher P Bruhl





Barry Bruner




Two-

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M Katharine Collins





Frank J Danzo III




Phil Dispense




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JD LLM

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Patrick H Janssen




MBA CDFAtrade


Laurence J Kandel






Damon L Kaplan


CPA


Bill Noyce






Joyce H Nakamura


WINNER


David W Moritz






Mira Fineacute




Stephen Gordon




WINNER


Tom Obarski



LPL Branch Manager

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Kevin Zaloudek




Craig E Williams




Two-

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Scott Tremlett




Shelley Schlossberg





Two-

Year

Winn

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Mary L Pierce





WINNER


TH Williams





MSF MBA CFPreg


Damian Walsh






Eric K Swope




Two-

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Ted Swenson



AAMS CFPreg

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Melissa S Dyer








Two-

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Joseph Kozmata


Phone (303) 792-7340








CFPreg CFAreg

Two-

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Offi ce (303) 393-2378






Financial Advisor

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Paula Boyka





Christopher P Bruhl





Barry Bruner




Two-

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Frank J Danzo III




Phil Dispense




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JD LLM

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Patrick H Janssen




MBA CDFAtrade


Laurence J Kandel






Damon L Kaplan


CPA


Bill Noyce






Joyce H Nakamura


WINNER


David W Moritz






Mira Fineacute




Stephen Gordon




WINNER


Tom Obarski



LPL Branch Manager

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Kevin Zaloudek




Craig E Williams




Two-

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Winn

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Scott Tremlett




Shelley Schlossberg





Two-

Year

Winn

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Mary L Pierce





WINNER


TH Williams





MSF MBA CFPreg


Damian Walsh






Eric K Swope




Two-

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Ted Swenson



AAMS CFPreg

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Randy J Anderson






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Willis Ashby




Paula Boyka





Christopher P Bruhl





Barry Bruner




Two-

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M Katharine Collins





Frank J Danzo III




Phil Dispense




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JD LLM

Two-

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Patrick H Janssen




MBA CDFAtrade


Laurence J Kandel






Damon L Kaplan


CPA


Bill Noyce






Joyce H Nakamura


WINNER


David W Moritz






Mira Fineacute




Stephen Gordon




WINNER


Tom Obarski



LPL Branch Manager

WINNER

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Kevin Zaloudek




Craig E Williams




Two-

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Winn

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Scott Tremlett




Shelley Schlossberg





Two-

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Winn

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Mary L Pierce





WINNER


TH Williams





MSF MBA CFPreg


Damian Walsh






Eric K Swope




Two-

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Ted Swenson



AAMS CFPreg

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Randy J Anderson






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Willis Ashby




Paula Boyka





Christopher P Bruhl





Barry Bruner




Two-

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M Katharine Collins





Frank J Danzo III




Phil Dispense




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Daniel C Doherty


JD LLM

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Patrick H Janssen




MBA CDFAtrade


Laurence J Kandel






Damon L Kaplan


CPA


Bill Noyce






Joyce H Nakamura


WINNER


David W Moritz






Mira Fineacute




Stephen Gordon




WINNER


Tom Obarski



LPL Branch Manager

WINNER

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Kevin Zaloudek




Craig E Williams




Two-

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Winn

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Scott Tremlett




Shelley Schlossberg





Two-

Year

Winn

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Mary L Pierce





WINNER


TH Williams





MSF MBA CFPreg


Damian Walsh






Eric K Swope




Two-

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Winn

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Ted Swenson



AAMS CFPreg

WINNER

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Man

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Patrick H Janssen




MBA CDFAtrade


Laurence J Kandel






Damon L Kaplan


CPA


Bill Noyce






Joyce H Nakamura


WINNER


David W Moritz






Mira Fineacute




Stephen Gordon




WINNER


Tom Obarski



LPL Branch Manager

WINNER

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Kevin Zaloudek




Craig E Williams




Two-

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Winn

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Scott Tremlett




Shelley Schlossberg





Two-

Year

Winn

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Mary L Pierce





WINNER


TH Williams





MSF MBA CFPreg


Damian Walsh






Eric K Swope




Two-

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Ted Swenson



AAMS CFPreg

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Man

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Kevin Zaloudek




Craig E Williams




Two-

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Winn

er


Scott Tremlett




Shelley Schlossberg





Two-

Year

Winn

er


Mary L Pierce





WINNER


TH Williams





MSF MBA CFPreg


Damian Walsh






Eric K Swope




Two-

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Winn

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Ted Swenson



AAMS CFPreg

WINNER

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