
The Team

BSW Wealth Partners is an independent wealth management and investment advisory firm with teams based in Boulder and Denver, Colorado. At BSW, we understand that a strong team is essential to providing exceptional service to our clients. That’s why we go to great lengths to attract and retain top-tier talent nationwide
We are raising the bar for our entire industry.
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Samuel Napp
CFP®, CPA
Advisor
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Ben Weaver
CFP®
Advisor
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Aaron Deitz
CAIA®
Portfolio Manager, Director of Private Equity
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Lily Beitel-Horton
CFP®
Advisor
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Nicole Murphey
Chief Compliance Officer
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Julia Wentworth
CFP®
Advisor
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Timothy Wojtalik
CFP®
Advisor
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Maile
Client Concierge
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Noa Gold
CFP
Summer Associate
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Debi Baydush
Founder
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Katherine St. Onge
Director of Investments
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Julie Martinez
CFP®
Advisor
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Eric Davis
CFP®, BFA™
Advisor
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Maria Beaini
Data Specialist
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Olivia O’Toole
Portfolio Manager, Director of Fixed Income
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Brandon Krinhop
Senior Operations Specialist
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Raliegh Riddoch
CFP®, CDFA™
Advisor
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David Wolf
JD, MBA
Chief Executive Officer
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Lindy Yoshida
CFP®
Associate Advisor
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Kat Biscornet
CFP®
Director of Financial Planning
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Jacki Howard
Client Service Manager
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Steven Szafranski
CFP®
Financial Planner
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Dmitry Popov
Portfolio Manager, Director of Diversified Growth
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Karen Gall
Client Service Manager
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Drew Simon
JD
Advisor Emeritus
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Brian Lichtenheld
CFP®
Advisor
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Tami Carroll
CFP®, CDFA®, RICP®
Advisor
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Janet Hoover
Client Service Manager
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Alexandra Martella
Client Service Manager
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Matt Samek
Chief Operating Officer
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Molly Devnani
Portfolio Manager, Director of Investment Operations
“Fair and Balanced” Disclosure
BSW’s Make Life Better or Authentically Independent™ taglines, and its status as a Certified B Corporation®, are not guarantees of client satisfaction or any particular investment or financial outcome. Experience, expertise, and personalized services should not be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.
Statements regarding the clients served by the firm are not indicative of any client experience or level of satisfaction in working with BSW.
Past performance does not guarantee future results. All investing comes with risk, including risk of loss.
Third party rankings and recognition should not be construed as a guarantee of a particular outcome nor form the sole basis for the selection of an adviser. Unless otherwise specifically indicated, BSW did not pay a fee for inclusion in the award/ranking.