Amanda Bastos Headshot

Amanda Bastos
Operations Specialist

Amanda is Denver Private Wealth Management’s Operations Specialist. She comes with 6 years of experience working in the financial services industry, boasting a creative edge aimed at diversifying the business and understanding its evolving operational needs.

Amanda graduated from Florida State University with a Bachelor of Science in Psychology, minoring in Business, as well as a Bachelor of Arts in English, minoring in Communications. After graduating, Amanda moved to Denver and worked for a financial firm developing internal operational strategies to boost firm growth both inside and out.

Amanda has enjoyed Colorado’s abundant landscapes and sunny days while living in Denver, and she hopes to continue exploring for many years to come. With a passion for visual art, Amanda enjoys traveling, crafting, and portrait photography outside of the workplace.

Drew Kelleher, CFP®
Senior Wealth Advisor

Drew is a Senior Wealth Advisor at Denver Private Wealth Management. He brings more than 14 years of experience working in the financial services industry. Drew joined DPWM after an extensive search for a firm that aligns with his core values. He is excited about assisting individuals and families make the best possible life-fulfilling financial planning decisions. He does this by focusing on meaningful and disciplined financial and investment planning, to make the biggest impact for his client’s overall success. Drew is a CERTIFIED FINANCIAL PLANNER™ and has a bachelor’s degree in Finance from St. Louis University.

Before joining Denver Private Wealth Management, Drew worked with major financial companies including Charles Schwab, Jackson National and Lincoln Financial. During his tenure, he has worked with thousands of advisors across the country with tax-advantaged retirement income solutions and asset allocation strategies. Drew chose to align with DPWM to allow him the personal and creative touch that is needed to address individuals’ unique financial needs.

Drew grew up in the Denver Metro area and attended Regis Jesuit High School. After attending St. Louis University, he returned home to Colorado and married his college sweetheart. Drew’s career took them to the Midwest for a brief time, before the Kelleher’s realized that they wanted to raise their family back in Denver. They have an 8-year-old son and a 4-year-old daughter. When not at work, he and his family enjoy all that Colorado has to offer. They enjoy traveling, skiing, avid third grade sports super fans, dancing in the kitchen, summertime at the pool, and seeking out life adventures.

Matt Lengel, CFP®
Partner

Matthew Lengel is a Partner at Denver Private Wealth Management who also serves as the firm’s Chief Compliance Officer. He enjoys being deeply involved in the Denver community as he works to meet people and impact lives through helping them with their overall financial picture. Matthew is currently involved in the community by serving as:

– Director of Membership, Treasurer, and President elect of the Colorado Financial Planning Association (COFPA)
– Associate Board of Directors for ACE Scholarships
– Membership committee for NAIOP’s Colorado Chapter

Matthew aims to bring confidence and clarity to his clients through comprehensive wealth management strategies and disciplined investment management. He assists his clients in retirement strategies and complex estate planning to provide a legacy for their families and communities.

Prior to joining Denver Private Wealth Management, he worked for Kathmere Capital Management as a Wealth Advisor. 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. This is why he is so involved in the leadership of the COFPA, pushing the CFP credentials forward in the Colorado community and meeting like-minded advisors.

Matthew is a native of the Philadelphia suburbs and a graduate of The Haverford School. 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. They now live in Littleton where they have planted roots, enjoying everything the area has to offer. When not in the office, you can find Matthew on a golf course or spending time with family.

Tim Kulick, CPA®
Senior Wealth Advisor

Tim Kulick has been practicing CPA for over 30 years and is the Managing Partner for Mitchell, Kulick & Company CPAs. He works tirelessly assisting his clients in the generation and preservation of their wealth. Throughout the years he has guided numerous entrepreneurial minded clients from start up to eventual business sale and every tribulation in between.

Tim graduated in 1992 with a B.S. degree in Business Administration from Colorado State University. Away from the office, he enjoys traveling all over the country with his wife to watch their three kids play college sports.

Logan Richard
Wealth Management Associate

Logan Richard is a Wealth Management Associate at Denver Private Wealth Management. He graduated from the University of Colorado – Boulder in May of 2022. Logan graduated with a major in Finance with an emphasis in Personal Financial Planning from the Leeds School of Business and a minor in Leadership studies. Logan is in the process of securing the prestigious designation of CERTIFIED FINANCIAL PLANNER™ in the next two years while working at Denver Private Wealth Management.

Logan is originally from a small town north of Dayton, Ohio named Sidney. He moved to Colorado for college and has just moved to Denver to meet and connect with the Denver community. Logan went to a small school in Ohio where he played football, basketball and baseball. He is a fan of all sports and has now adopted the Broncos, Rockies, Nuggets and Avalanche as his favorite teams. You will catch Logan in his free time out of the office playing basketball, golfing, or skiing. He is also an avid cook and loves to spend time in the mountains with friends going on new, spontaneous adventures.

Brian Rettig, CFA®
Senior Portfolio Manager

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.

Kristi Sullivan, CFP®
Financial Planner

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.

Brandy DeMaras

Brandy DeMaras
Client Service Specialist

Brandy DeMaras is a Client Service Specialist at Denver Private Wealth Management. She has been in the financial industry for 6 years and comes to DPWM with a background in the mortgage industry. Brandy graduated from the University of Colorado Boulder with a double major in English and Anthropology as well as a Certificate in Cognitive Archeology.

Brandy moved to Colorado in 2005 for college from Hendersonville, NC and never looked back! She met her husband, Justin, shortly after graduating and they have been together for over 15 years. Brandy and Justin have been cooking and road tripping together ever since. When not helping clients at DPWM, Brandy enjoys spending time with her husband and two sons and exploring everything Denver has to offer. She is an avid reader, foodie, and enjoys a good card or board game.

Mark Levine, CFP®, CRPC®
Partner

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.

Darin Snow, CIMA®
Managing Partner

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.

2019 Five Star Wealth Manager Disclosure – Denver

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.

2021 Client Appreciation Event!

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