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...
My endeavor is to learn and understand everything about financial planning. Navigating complex client situations, finding strategies that Make Life Better, and analyzing planning processes and service offerings make me feel most alive. The financial planning field is...
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...
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...
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...
