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...
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...
As a Portfolio Manager at BSW Wealth Partners, I specialize in constructing and maintaining tailored investment portfolios for BSW clients. I also oversee and curate the firm’s Fixed Income offerings, ensuring that our clients have access to high-quality and...
As a lifelong lover of literature and history, I bring a unique storytelling perspective to the world of finance. As the Director of Marketing at BSW Wealth Partners, I am responsible for shaping and nurturing the firm’s brand through strategic and creative...
