Team Roles

Creating a financial plan that meets your goals and needs is a very focused and personal process; however, to do it properly requires a holistic and strategic approach—more than you could accomplish on your own or get from a single financial advisor. Aspen Wealth Strategies taps into the knowledge and insight of our entire team to provide a level of service that’s hard to find elsewhere, regardless of whether they are fee-based or fee-only wealth management firms. Learn more about the members of our team and how they work together to foster your success.

Wealth Advisor

  • Commonly known as your financial advisor
  • Partners with you to map out goals and how we can accomplish them together
  • Collaborates with your other service professionals as needed.  For example, your tax planner, insurance broker, estate plan attorney, or financial consultant.

Wealth Manager

  • Puts the strategies you built with your financial advisor into action.
  • Constructs a strong foundation for your investment portfolio that matches your goals and risk tolerance.
  • Implements tax-efficient strategies for tax planning purposes.
  • Rebalances your portfolio when conditions warrant.

Wealth Planner

  • Keeps you on track and helps build stronger financial plans through investing in relationships, regular planning sessions, open conversations, and clear communication.
  • Ensures that you understand all of the puzzle pieces and collaborates with your Wealth Manager to implement strategies that support your financial plan.
  • Reviews your estate plan, insurance documents, tax returns, and other pertinent documents to ensure efficiency and effectiveness.

Relationship Coordinator

  • Serves as your primary point of contact and delivers the experience you deserve.
  • Coordinates with you and your wealth management team (financial advisor, investment advisor, wealth planner) to enhance the flow of communication and provide essential support.
  • Functions as your Fidelity and/or Schwab account attendant.

Office Administrator

  • Supports our team so that they can best serve our clients.
  • Front line of customer service for clients and guests alike who are visiting our Denver office.
  • Schedules meetings and directs the flow of correspondence and incoming communications.

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