Advisory

I was very fortunate to grow up both with privilege, and by virtue of the location of my first childhood home - adjacent to the notorious Cabrini-Green Chicago public housing projects – exposure to the wealth gap in America.  Ever since, I’ve been dedicated to the idea that money can be transformational – if allocated thoughtfully.

I am an Advisor at BSW Wealth Partners, the firm’s Director of Values-Alignment, and a CERTIFIED FINANCIAL PLANNER™ professional.

Driven to lead a life of cheerful service, I work primarily with intergenerational families, impact-oriented Non-Profits and mission-driven company 401k’s, with a specific focus on aligning financial plans – and investment portfolios – with what the client deems to be most important.

As the firm’s Director of Values-Alignment, I strive to continuously improve the outcomes for all stakeholders; leading BSW’s B Corp and Public Benefic Corporation (PBC) initiatives.  Additionally, I have the responsibility for continuously improving BSW’s Values-Aligned investing methodology.

I’ve been employed by Registered Investment Advisors (RIA’s) since graduating college; prior to joining BSW,  I worked for nearly a decade at a multi-billion dollar investment management & wealth advisory services firm in Boulder, while spending many nights and weekends leading the Corporate Social Responsibility efforts for a local B Corp “buy one, give one” consumer packaged goods company.

Volunteering since the 1990’s, I target giving 100 hours per year (1% of my time) to community service.  My most recent contributions include co-founding the non-profit B Local Colorado, serving as a founding Advisor to the B Local Communities, and providing pro-bono financial planning services via commitments to Advisers Give Back and the After Innocence Project.  I consider being generous with my time – and resources – my duty to society, with my personal philanthropic strategy centered around my individual commitment to 1% For the Planet.

Away from my professional and community engagements, you can find me outside “throwing myself” at my latest sport climbing project here in Colorado, improving the energy & resource efficiency of my home, championing conscious consumerism, reading, and spending meaningful time with family and friends.

• BS, With Distinction, in Business Administration, emphasis in Finance & Accounting (and Real Estate Certificate recipient), University of Colorado, Boulder – Leeds School of Business
• Professional Certificate in Corporate Social Responsibility, University of Colorado, Boulder – Leeds School of Business
• CERTIFIED FINANCIAL PLANNER™ certification
• Advisor – B Local Communities
• Volunteer – Advisers Give Back
• Volunteer – After Innocence Project

A Boulder native through and through, Noa brings deep local roots and fresh perspective to the BSW team as a Summer Associate. Currently pursuing his Personal Financial Planning degree at the Leeds School of Business, he's working toward his CFP designation with focus and determination. When he's not diving into financial planning coursework, you'll likely find Noa on the golf course trying to get out of a greenside bunker or at home with his two cats, who serve as excellent reminders that the best things in life are often the simplest. Noa's Boulder upbringing instilled in him an appreciation for community, outdoor living, and the kind of authentic relationships that make this place special. As he continues his journey toward becoming a CERTIFIED FINANCIAL PLANNER™ professional, Noa is excited to help BSW clients with the same thoughtful attention he brings to everything he does.

University of Colorado at Boulder – Leeds School of Business (December 2025 – expected)

Tami began her practice in personal finance in 2006. Specializing in personal wealth management for individuals and families, it is her passion to support people transitioning through the phases of their financial lives. Because the retirement income planning process is complex and alive with choices and variables, she enjoys helping clients understand how the financial decisions they make work together.  

In addition to planning for retirement, Tami has extensive experience in financial analysis, budgeting and forecasting. This enables her to provide a high level of expertise in understanding the overall financial picture of clients going through the death of a loved one or divorce.  Tami provides education and support to clients during difficult decision-making processes in order to facilitate rational and informed decisions. Tami finds deep fulfillment in helping clients plan for financial independence post-death or post-divorce and providing clarity around the financial future.  

Tami is a CERTIFIED FINANCIAL PLANNER™ professional, CERTIFIED DIVORCE FINANCIAL ANALYST, and Retirement Income Certified Professional®. Tami holds her FINRA Series 66 (Uniformed Combined State Law) license, and Life, Accident, Health and Disability licenses, and earned her bachelor’s degree in finance from the University of Denver and master’s in business administration from Regis University. 

Outside of the office, Tami actively engages within the Boulder-Denver community, publishing articles about the day to day financial decisions we all make and speaking to groups about financial wellness and current economic trends and news. Tami can also be found chasing after her children Mason and Emma, tending to her garden, and quelling her thirst for knowledge by sinking her teeth into a wide variety of compelling literature. 

• MBA, Regis University
• BS, University of Denver
• Certified Financial Planner™
• Certified Divorce Financial Analyst®
• Retirement Income Certified Professional®

The decade I spent living in DC combined with my educational background in Women’s Studies, Music and International Affairs has shaped who I am, including my approach to wealth management. I believe in taking a creative approach to help individuals and families achieve their personal and financial goals. This may include sustainable investment strategies, philanthropic goals or generational wealth transfers. What is important to me is building long-lasting relationships based on mutual trust and respect. It is my goal, as an advisor, to help you develop a sense of financial confidence and security.

I began my career in wealth management in 2013 and have worked at several large firms before making the transition to BSW. My decision to join BSW was driven by my desire to work with like-minded, impact-oriented individuals who have come together under a common goal: to make life better for clients, employees and the community.  Throughout my career, I have always been a leader in my firm’s women’s networks. Advancing women and minorities in an industry where they are underrepresented is critical. So when I found BSW, a female-founded firm, I was thrilled.

I graduated from The George Washington University with a major in International Affairs and Women’s Studies and a minor in Music.  In 2020, I became a CERTIFIED FINANCIAL PLANNER™. Originally from Connecticut, my love of the great outdoors has brought me to Colorado. Outside of the office, I spend my time running, hiking, biking, reading or playing the violin. I also very much value my time with my family and two orange cats.

• BA, The George Washington University, Washington DC
• Series 7, 66 and 3 licensed
• CERTIFIED FINANCIAL PLANNER™ certification
• Board member, Women Impact Investing Network (WIIN)

A San Francisco Bay Area native, I transplanted to Boulder in 2002 for undergrad at CU Boulder. Upon graduating with a dual degree in Psychology and Spanish I followed my folly and love for the mountains to Telluride, CO. Living and working in Telluride serendipitously lead me to the non-profit sector and my first career path. While in Telluride, and then back in Boulder, I worked for two primary organizations across many roles (as non-profit jobs tend to be), including business administration, marketing, and fundraising. From 2015 – 2017 I participated in the CU Leeds School of Business MBA program. My interest in psychology and behavior, combined with a love for numbers, ignited a career shift into the field of financial planning. The shift was also driven by personal events that highlighted the importance of financial education, empowerment, and organization. As a financial advisor my goal is to pass these tools and services down to clients, helping ease the stress and burden that many feel as they navigate financial priorities, decision-making, or events such as death or divorce. On the weekends and after the workday I try my best to get into nature by bike, ski, or foot, and see as much live music as possible. My husband and I are committed to an active lifestyle full of adventure, which often means dragging our young children and my teenage stepson along for the camping trip, road trip, or day in the mountains. We’re all generally happiest when covered in sunscreen and dirt, away from cell phone reception. When not exploring you can find us at home in Lafayette spending time with my local in-laws, sister, niece, and friends.

• BA, University of Colorado, Boulder
• MBA, University of Colorado, Boulder
• Series 65 licensed
• CERTIFIED FINANCIAL PLANNER™ certification

For as long as I can remember, I’ve always had the desire to help people. Whether volunteering at a homeless shelter or donating a few of my precious dollars in my youth, I learned the value and impact my time, talents, and treasures can have on others.

Fast forward to today, I am blessed to be a part of something special at BSW Wealth Partners where my beliefs are in alignment with the company’s goal to “Make Life Better.” I graduated from the Gies College of Business at the University of Illinois Champaign-Urbana and have over 12 years of experience in the personal finance industry. My role as the Financial Planning Specialist at BSW is to support clients through detailed planning analysis and subject matter expertise.

I live just outside of Chicago with my wife and three children. Outside of work, we love spending time outdoors (even in the Midwest’s extreme summers/winters) and visiting the city’s museums. I continue to volunteer in my spare time and look forward to the journey ahead.

 

Gies College of Business at the University of Illinois Champaign-Urbana

I am a managing principal of BSW Wealth Partners and Strategic Advisor for the firm’s clients.  In these roles, my priorities are simple:

• The long-term success of BSW clients.
• The long-term success of BSW Wealth Partners.

On the former, I’ve been told that my ability to see the bigger picture sets me apart from many advisors.  Although I have a background that includes investment management and former member of BSW’s Investment Policy Committee, these important roles are not where I add the most value.

Financial security.  Investment evaluation and coordination.  Transition planning and coordination. Tax strategy.  Wealth transfer. Coordination of strategies with other professionals.  These issues bring a broader scope, the opportunity to influence results, and stand to benefit the most from strategic planning.  I love this stuff. And I love our clients. We are in a “people” business and the people we represent are unique, fun, interesting, and real.  It is truly a pleasure to help them.

On the latter, the ability for BSW to remain independent and thrive over the long term will allow for a long standing, potentially multi-generational relationship with our clients.  To do this, we will need to slowly transition ownership of the firm and grow at a pace that supports this process. The alternative is to sell the firm at some point to a third party, and we don’t believe that is in the best interest of BSW clients or our staff.  I spend a lot of time thinking about this process and ways to achieve these goals.

Prior to joining BSW in 1997, I worked on the equity trading desk at Schwab Institutional. I am a CERTIFIED FINANCIAL PLANNER™ professional and earned a BA in Economics from the University of Richmond.

Outside of the office, things I love:

• Powder skiing or cooking with my wife Lucy.
• Surfing, swimming, or skiing with my daughters Carson and Jesse.
• Or just being with any or all of these three amazing gals.

Aside from my family, I love big country and open spaces.  The smell of a field on a summer evening. And last but certainly not least, chasing most anything that swims with fur, feathers, and a fly rod.

• BA, University of Richmond
• CERTIFIED FINANCIAL PLANNER™  certification

In 2022, Drew retired after 30-plus years caring for the financial well-being of BSW’s clients and their families while also helping to manage and grow BSW. Drew remains actively engaged with BSW as a principal, mentor and occasional provocateur.

With over 40 years of experience in investments, finance and law, Drew has acted as an advisor to wealthy families, professionals, entrepreneurs, corporate executives, family foundations and charities. Prior to relocating to Colorado, Drew practiced law in Washington, D.C. – specializing in taxation, corporate business, and commercial transactions. He holds a BS from The Wharton School of Business, University of Pennsylvania, and a JD from Catholic University School of Law.

Drew believes that balance is an essential ingredient to making life better. In 2021, he became a fully trained hospice volunteer with TRU Community Care, working in TRU’s in-patient Care Center. Outside of BSW and TRU, Drew’s interests include international and adventure travel, hiking, live music, yoga and scuba diving. Particularly joyful are opportunities to share these pastimes with his three adult children and before long his new granddaughter.

FAVORITE QUOTES:

"The two most important days in your life are the day you are born and the day you find out why." -Mark Twain

"I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel." -Maya Angelou

• BS, Wharton School, University of Pennsylvania
• JD, Columbus School of Law, Catholic University of America

Lindy Yoshida is a CERTIFIED FINANCIAL PLANNER™ and Associate Advisor at BSW Wealth Partners, where she helps clients align their financial strategy with the life they want — balancing smart decision-making with quality of life. She supports clients through key transitions and tailors advice to help them make confident financial decisions.

Before joining BSW, Lindy built a diverse career in business development, operations, and marketing — including roles at Uncharted, a social impact accelerator; a Japanese language school in Okinawa; and the Boys & Girls Clubs of Onslow County in North Carolina.

Lindy holds dual bachelor’s degrees in Spanish and International Studies from the University of Colorado Denver, as well as master’s degrees in International Marketing from Universitat de València and an MBA from the University of North Carolina Wilmington.

Born and raised in Colorado, Lindy brings over a decade of experience in customer service, communication, and client support. On weekends, she’s in the garden wearing heart-shaped sunglasses and chasing the love of her life — her 12-year-old Jack Russell Terrier named Tigger.

BA, International Studies & Spanish, University Colorado Denver
Master in International Business, specialization in International Marketing, Universitat de Valencia
MBA, University of North Carolina, Wilmington
Volunteer – Denver CASA

Raliegh is a managing principal of BSW Wealth Partners and a Senior Advisor. In his Advisory role, Raliegh supports clients in finding appropriate solutions for many of the financial situations they encounter, while striking the right balance between their quality of life and their financial objectives. Raliegh has spent time advising clients on a wide range of financial matters since entering the financial business in 1998 and has developed a specific focus on the financial aspects of divorce.  At BSW he serves on the Risk Management Committee, as the former CCO, and prioritizes the health and well-being of BSW’s staff, clients, culture, and community. He is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Certified Divorce Financial Analyst®. He is also a member of The Institute for Divorce Financial Analysts (IDFA™).  His favorite pastime is spending time with his wife and daughters, and as a Colorado Native, he enjoys athletics and playing in Colorado’s great outdoors.

• BS, Monfort Business School, University of Northern Colorado
• CERTIFIED FINANCIAL PLANNER™ certification
• Certified Divorce Financial Analyst® (CDFA™)
• Member of Cherry Hills Community Church, Highlands Ranch CO

As an Advisor, Sam’s specialty is helping clients confidently make smart, informed decisions.  Sam is an expert at deconstructing difficult decisions into their components, using his exceptional planning and technical skills to evaluate options, and then collaborating with clients to determine the best course of action.

Sam’s practice focuses on helping self-employed medical professionals achieve greater financial and professional success. Sam serves as a trusted advisor for his clients, guiding them to long-term financial prosperity and protecting them from cognitive biases, financial predators, and unsuitable investments.  Consistent with BSW’s multi-family office approach, medical professionals receive comprehensive financial advice, including both personal financial planning and business financial consulting.

Sam is a graduate of the University of Colorado at Boulder and holds two degrees: a BS in Business Administration, Accounting and a BS in Integrative Physiology, Pre-Medicine.  He is a licensed Certified Public Accountant and is a CERTIFIED FINANCIAL PLANNER™ professional. He has been providing financial advice since 2007 and spent five years as a public accountant providing tax and consulting advice to small business owners.

A native of Colorado, Sam grew up in the small town of Hygiene where his father owned and operated a landscaping business. With a former Ms. Universe Body Building Champion for a mother, he was predestined to shine in athletics. Sam is a former Division I collegiate track and field athlete, a high school 100m state champion, and an all-around sports junkie. Outside the office, Sam enjoys spending time with his wife Kate and three sons, Hudson, Nolan, and Beckett.  Together they search out creative outlets which include a never-ending list of home remodeling projects, craft brewing, and abstract finger painting.

• BS, with High Distinction, University of Colorado Leeds School of Business
• BS, with High Distinction (2nd in Graduating Class) University of Colorado College of Arts and Sciences
• CERTIFIED FINANCIAL PLANNER™ certification
• Certified Public Accountant State of Colorado (CPA)
• Longmont Chamber of Commerce – Leadership Longmont Class of 2010
• Treasurer of the Longmont Community Foundation
• 2017 Class of 40 under 40

As a Lead Advisor at BSW Wealth Partners, I work primarily with local business owners, entrepreneurs and their families. Being a business owner myself, I am drawn to the unique complexities and planning required to successfully craft financial plans for my clients. 

I’ve helped steer families through some of the most challenging transitions of their lives; including divorce, death of loved ones, business start-ups and exits, partner buyouts, structuring key employee compensation plans, and navigating financial windfalls such as inheritance, private stock sales and IPO’s.

I believe a life successfully lived is best measured by how closely a family adheres to what they value most. A part of my responsibility is to make sure families are making smart decisions with their money. But I take even greater pleasure in finding ways that families can live more in alignment with their values, and often money is just one of the tools that can help facilitate this.

The intersection of money and big life decisions tends to trigger powerful emotions that may cloud judgment and lead to sub-optimal decisions. I seek to help families evaluate important decisions from multiple viewpoints, distinguish the difference between objective and emotional-based decisions, and to continuously ground decisions to the family’s values and goals.

Values and goal setting have been an important part of my own life. When making decisions from a place lacking in true values and goals, I’ve gone on to make mistakes such as becoming an investment banker (something I wouldn’t wish upon anyone) and finding myself stranded in the middle of the desert in Morocco. And when driven by my core values and goals, I’ve gone on to graduate with Distinction from the University of Colorado, I’ve earned both the CERTIFIED FINANCIAL PLANNER™ and BEHAVIOR FINANCIAL ADVISOR™ designations, I’ve worked hard to become a Division I NCAA Champion at the University of Colorado, and have started a craft-brewery in Spain. Outside of my work at BSW, I run a small Olive Oil importing business, write poetry, draw, play piano (poorly), fall further and further behind on my reading list (despite my valiant efforts to keep up), backcountry ski, and do what I value most: spend time with family

• CERTIFIED FINANCIAL PLANNER™ certification
• BEHAVIOR FINANCIAL ADVISOR™ certification
• BS in Finance, with Distinction, University of Colorado – Boulder – Leeds School of Business
• 2011 NCAA National Champion and Captain of NCAA Division I Team
• 2011 Scholar-Athlete Award (highest GPA of male student-athletes)
• Division I All-Academic Team (2008-2012)
• Hightower Endowed Scholarship, Student Investment Fund Scholarship and CoBank Academic Scholarship recipient (2010-2012)
• Current Board Member- University of Colorado C-Club
• Current Mentor – Leeds School of Business Young Alumni Mentors program

Julie is a managing principal of BSW Wealth Partners and Strategic Advisor for the firm’s clients. As an Advisor, Julie is an innovator in removing the obstacles people face when planning for the future. For over 20 years, she has assisted clients with transitions such as retirement/work-life reinvention, business transition, divorce, death of a loved one, financial windfall, and inheritance. Julie has experience in cash-flow analysis, business owner planning strategies, next-generation education, legacy, and estate planning, and incorporating real estate, businesses, and mineral interest holdings into a financial plan.

Julie began her career while still in grade school, helping her real estate broker mother with filing, organizing and showing property. Her mother treated every client as if he or she were a member of her own family. She was proud to have generations of families seek her advice on real estate matters and maintains many of those relationships into her own retirement. This early mentoring instilled a fundamental business belief in Julie: treat every client as if he/she were your family member and as if the relationship will last for generations.

Julie graduated with honors from Colorado State University and earned her CERTIFIED FINANCIAL PLANNER™ certification. From 2009-2016, she had extensive training through the Sudden Money Institute’s Mastery Program where she specialized in managing major financial transitions due to the sale of a business, divorce, inheritance and other life-changing events.  Prior to joining BSW Wealth Partners in 2015, Julie was co-owner of a financial planning firm. She is a past President of the West River Estate and Financial Planning Council and serves on the executive committee for several scholarships supporting women and girls in educational pursuits. Julie co-leads Zonta Foothills Club’s Culture of Respect Initiative, empowering students in Boulder Valley to promote a culture where all individuals are treated with dignity, equality, and respect.

When out of the office, Julie can be found skiing, mountain biking, and exploring the outdoors with her husband and two daughters.

• BS, Colorado State University
• CERTIFIED FINANCIAL PLANNER™ certification
• Zonta EducateZ Advisory Committee Member –supporting the education of at-risk women and girls in Boulder County
• Jane M. Klausman Women in Business Scholarship Coordinator
• Volunteer – Women in Science Annual Youth Conference
• Volunteer – Idea Wild, Biodiversity Conservation Organization
• 2017 Denver Business Journal – Outstanding Women in Business Nominee

Tim Wojtalik is a Senior Advisor and Managing Partner at BSW Wealth Partners. Tim focuses his practice on people, emboldening their relationships around money. He thrives on the uniqueness of each individual and works hard to create a clear path for them to identify and achieve their personal and financial goals. It’s within this framework that he finds satisfaction by being both a partner and resource through the journey. Tim earned his undergraduate degree from the University of Michigan, Ann Arbor, where he studied Organizational Psychology and English – a combination that reveals why people do what they do and how they tend to express themselves personally and in the workplace. He has an MBA from the University of Denver, is a CERTIFIED FINANCIAL PLANNER™ professional, and expanding his credentials to include Financial Therapy. He has served locally on the I Have a Dream Board of Directors and has a passion for community health. Tim lives in Louisville with his wife Laura, children Zack, 17, and Audrey, 15, and their two English Labs, Routt and Zeus. He regularly competes in endurance events that include Ironman triathlons and tries to keep up with his competitive Big Mountain skiing and snowboarding children.  

• BA, University of Michigan, Ann Arbor
• MBA, University of Denver
• CERTIFIED FINANCIAL PLANNER™ certification
• Board Member – I Have a Dream Foundation of Boulder County

As BSW’s Director of Financial Planning, Kat leads BSW’s team of Financial Planning Specialists and serves as the firm’s expert on financial planning strategy. She works closely with Advisors to develop customized, forward-thinking recommendations that reflect each client’s unique goals and proactively address their evolving needs.

Kat oversees key planning initiatives and leads projects that enhance BSW’s service offering, ensuring the firm remains at the forefront of the financial planning field. She brings a forward-thinking mindset to initiatives, turning strategic vision into actionable outcomes.

Her career in finance began at Switzerland’s largest bank during the global financial crisis. She later expanded her professional experience through roles at a Swiss airline and a German automotive manufacturer, where she supported VIP clientele—broadening her perspective and reinforcing her commitment to excellence in client experience.

Outside of work, Kat enjoys staying active, whether through yoga, running, or hiking the Colorado Front Range mountains and spending quality time with her husband and their two children.

• CERTIFIED FINANCIAL PLANNER™ certification
• B.S. in Economics, University of Geneva
• European Foundation Certificate in Banking
• Diploma in Banking and Financial Training, Swiss Bankers Association