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by DPWM | Nov 17, 2021 | Retirement | 0 comments
For most of our adult lives, many of us have had one destination in mind: retirement. However, thinking about it in the abstract and being faced with it in reality is completely different. The concept of retirement has evolved over the years, along with options for...
Laura LaLonde has been in the finance industry for 3 years. She earned her BA in Communications at the University of Colorado. Prior to joining Denver Private Wealth Management, Laura worked for Western Wealth Advisors as an Operations Specialist. She was responsible for making sure the advisors stayed compliant as well as acting as a back-office assistant for the advisors with any account tasks that are needed.
Laura is a Colorado native and lives in the greater Denver area with her husband and 2 dogs. Outside of the office, you can find her skiing, camping, boating, or anything that involves the outdoors.
Matthew Lengel is a Wealth Management Advisor at Denver Private Wealth Management. He has diligently spent time getting involved in the Denver community as he works to meet people and impact lives through helping them with their overall financial picture. Matthew currently serves on:
– Associate Board of Directors for ACE Scholarships
– Leadership committee for NAIOP’s Developing Leaders
– NextGen committee member for Colorado Chapter Financial Planning Association (FPA)
Matthew aims to bring confidence and clarity to his clients through comprehensive wealth management strategies and disciplined investment management.
Prior to joining Denver Private Wealth Management, he worked for Kathmere Capital Management in the same role. He was tasked with opening a Denver branch of the Philadelphia based firm. Matthew believes advancing his knowledge base to best serve his clients is critical. Because of this, he already holds the prestigious designation of CERTIFIED FINANCIAL PLANNER™ while maintaining his Life, Accident, Health Insurance License and Series 63.
Matthew is a native of the Philadelphia suburbs and a graduate of The Haverford School where he still serves on their Alumni Football Committee. He was a four-year member of the Villanova University Baseball team where he was named to the Big East All-Academic Honor Roll in each of his four years.
While Matthew may not be a native of Denver, his wife Katie grew up in Highlands Ranch, Colorado and has helped Matt become accustomed with this beautiful state. He met his wife at Villanova University where she starred on the soccer team. When Matthew is away from the office you can find him playing pick-up basketball, trying to avoid cat walks while snowboarding in the Rocky Mountains, or coaching baseball.
Raised in beautiful Portland, Oregon, Amanda Harris graduated with a B.S. in Sociology from the University of Oregon in 2007 and has spent the last 10 years of her career in the service sector. After moving to Denver with her now husband, Amanda worked in the financial service industry at Jackson National Life for the past 3 years before coming to Denver Private Wealth Management.
Outside of the office, Amanda enjoys exploring her new home town; whether it be finding a new restaurant, taking in an art exhibit, or getting away to the mountains with her family.
Mark Levine brings the financial services industry’s most comprehensive credentials in investment, insurance, retirement and estate planning to the Denver Private Wealth Management team. In addition to his Certified Financial Planner™credentials, Mark is also recognized as a Chartered Retirement Planning Counselor™. Mark earned his Bachelor’s degree from Colorado College, Colorado Springs, CO. and is proud to be a recent recipient of the Colorado Five Star Wealth Manager™ Award.
As a Certified Financial Planner™ Professional, Mark provides Denver PWM clients with fully personalized financial planning, investment and insurance strategies to help grow and protect their hard earned wealth. Mark practices an unwavering commitment to serve every client’s best interest with integrity, diligence and value.
Active in the community, Mark is a member of the Denver Temple Emanuel Brotherhood, providing scholarships to area students, and a member of SCORE, the Small Business Administration’s volunteer service team providing free small business counseling services. In his free time, Mark enjoys hiking, biking and skiing with his family and friends, especially as a way to make up for his love of Denver’s marvelous restaurants.
Brian Rettig is a financial industry professional with more than 22 years experience. As senior Portfolio Manager, he is responsible for security analysis, asset allocation and portfolio design for DenverPWM. Mr. Rettig gauges macroeconomics in order to develop top-down strategic allocations. He specializes in integrating these macro views along with fundamental and technical methods to ensure consistency and best practice application for all client portfolios. His risk-based models are opportunistic among asset classes while balancing risk/reward within a global asset class framework.
Prior to joining Denver PWM, Mr. Rettig served for The Institute for Wealth Management, building both tactical and strategic models for RIAs and private clients nationwide. Mr. Rettig previously served as Investment Manager for Sharkey, Howes & Javer, and as Fund Analyst for Matrix Financial Solutions. Mr. Rettig earned his BA in Finance from Colorado State University. He is a CFA Charterholder and a member of the Colorado CFA Society. Brian lives in Denver with his wife and three children.
Darin Snow has been in the financial service industry since 1993; he is experienced in Investment management, financial planning and strives to deliver excellent client service. Denver Private Wealth Management represents Darin’s best ideas and practices he developed throughout his career. His clients range from individuals to retirement plans to various foundations. Darin works closely with his clients to create custom investment strategies using modern portfolio theory.
Darin spent the first ten years of his career at Morgan Stanley, focusing on investment management and honing his skills as a client advisor. Darin departed Morgan Stanley for the independent side of the business, seeking a platform that better serves his clients’ goals and needs. Darin spent the next ten years creating a platform that would allow him to service relationships built on fiduciary responsibility. The end result is Denver Private Wealth Management, a client focused firm based on an open platform, transparency of fees, and prudent discretionary asset management.
In 2005, Darin completed his advanced portfolio management education and continuing education courses at the University of Pennsylvania’s Wharton School of Business. There he earned the Certified Investment Management Analyst (CIMA) designation offered through the Investments & Wealth Institute. Darin graduated in 1993 with a B.S. degree from the University of Colorado, Boulder. He has also been recently recognized with the Colorado Five Star Wealth Manager™ Award.
Away from the office, he enjoys the outdoors, golf and spending time with his wife Molly and four kids.
Kristi Sullivan has been helping people try to achieve financial security since 1996. After graduating with a B.S. in Business from Colorado State University, Kristi worked for Great-West Life in the employee benefits department for three years. This experience gave her a strong background in corporate retirement plans, flexible benefit accounts, and group medical plans.
Kristi is a Certified Financial Planner™ designee and holds her Series 65, Colorado and Life and Health Insurance Licenses. She is a member of Financial Planning Association, Alliance of Professional Women, and the Women’s Estate Planning Council.
When not helping her clients, Kristi enjoys spending time with her husband and two sons. Her hobbies include her monthly book club, skiing, and traveling.
Kristi Sullivan offers investment planning and advice under a separately Registered Investment Advisory firm, Sullivan Financial Planning. Sullivan Financial Planning contracts with Vista Private Wealth Partners, LLC and Denver Private Wealth Management as an Independent Contractor. Sullivan Financial Planning, Vista Private Wealth Partners, LLC and Denver Private Wealth Management do not give Tax or Legal advice.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. 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 or this publication. 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. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 2,146 Denver area wealth managers were considered for the award; 262 (12% of candidates) were named 2019 Five Star Wealth Managers. 2018: 2,255 considered, 267 winners; 2017: 1,716 considered, 287 winners; 2016: 1,552 considered, 515 winners; 2015: 3,008 considered, 517 winners; 2014: 4,385 considered, 528 winners; 2013: 2,083 considered, 607 winners; 2012: 1,965 considered, 611 winners.
The investment professional award goes to estate planning attorneys, insurance agents and select others in the financial industry. Eligibility Criteria – Required: 1. Credentialed with appropriate state or industry licensures. 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. Accepting new clients. Evaluation Criteria – Considered: 5. One-year client retention rate. 6. Five-year client retention rate. 7. Number of client households served. 8. Recent personal production and performance (industry specific criteria). 9. Education and professional designations/ industry and board certifications. 10. Pro Bono and community service work. This year, we honored 15 Denver-area investment professionals with the Five Star Investment Professional award.