Personal Wealth Advisors

Key to the successful design and implementation of your wealth management solution is a Wealth Advisor, who serves as your primary point of contact and takes a leadership role in answering questions, providing counsel, interpreting information and coordinating services. Your Wealth Advisor meets with you regularly to review progress, assess the impact of changes in your financial circumstances, and – if warranted – recommend changes in your financial strategy. 


While maintaining a sharp focus on the many details of your wealth management approach, your Wealth Advisor also maintains a "big picture" perspective, coordinating inputs from other WAS professionals who are working to help you achieve your financial goals.


PRODUCTS OFFERED THROUGH WEALTH ADVISORY SERVICES ARE NOT FDIC INSURED, ARE NOT BANK GUARANTEED AND MAY LOSE VALUE


John Bohan John Bohan, CFP®
SVP, Private Client Services Market Leader
303.643.3521








Matthew Nofziger
VP, Wealth Advisor
303.365.3817


Melanie Palmer
VP, Wealth Advisor
720.387.7580









Michelle Sullivan
Sales & Service Support Specialist
720.387.7705