Noa Gold

Noa Gold

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...
Steven Szafranski

Steven Szafranski

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...
Lindy Yoshida

Lindy Yoshida

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...
Lily Beitel-Horton

Lily Beitel-Horton

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...
Tami Carroll

Tami Carroll

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...