(720) 354-3850 info@DenverPWM.com

Our People

Meet Our Team

Darin Snow, CIMA®

Darin Snow, CIMA®

Managing Partner

Mark Levine, CFP®, CRPC®

Mark Levine, CFP®, CRPC®

Partner

Brian Rettig, CFA®

Brian Rettig, CFA®

Senior Portfolio Manager

Matt Lengel, CFP®

Matt Lengel, CFP®

Wealth Management Advisor

Kristi Sullivan, CFP®

Kristi Sullivan, CFP®

Financial Planner

Amanda Harris

Amanda Harris

Client Service Specialist

Professional Designations

CERTIFIED INVESTMENT MANAGEMENT ANALYST • CIMA®

The CIMA is specifically for financial professionals who seek competency as an advanced investment consultant. The CIMA program emphasizes modern portfolio theory, asset allocation, and manager selection. The CIMA designation is offered through Denver based Investment Management Consultants Association (IMCA). The educational component of the CIMA certification process is completed at Wharton Business School’s Executive Education Program at the University of Pennsylvania. Click here for more info.

CHARTERED FINANCIAL ANALYST • CFA®

The CFA designation, referred to as “the gold standard” by The Economist, is a graduate-level program focused on investment management. The CFA curriculum focuses heavily on portfolio management, security analysis, financial statement analysis, and security valuation techniques. The CFA curriculum is also known for its emphasis on ethics, ensuring charter holders adhere to the highest of standards. Click here for more info.

CERTIFIED FINANCIAL PLANNER • CFP®

The CFP designation is awarded to individuals who have completed a rigorous program covering a list of nearly 100 topics on integrated financial planning, including financial, estate, tax, and investment planning. Additionally, CFP professionals follow a strict code of ethical standards, ensuring they always serve their clients’ best interests. Click here for more info.

CHARTER RETIREMENT PLANNING COUNSELOR ℠ • CRPC®

Individuals who hold the CRPC designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards or Professional Conduct and are subject to a disciplinary process. Click here for more info.

Community Partners

Causes & Organizations We Support

As long-standing members of the Denver community, we feel it is important to support the causes and organizations that make Denver a world-class city. We believe that when people come together, we can truly make a difference. Below is a list of some of the organizations we have supported throughout the years.

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