
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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Brandon Krinhop
Senior Operations Specialist
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Timothy Wojtalik
CFP®
Advisor
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Nicole Murphey
Chief Compliance Officer
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Maile
Client Concierge
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Eric Davis
CFP®, BFA™
Advisor
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Tami Carroll
CFP®, CDFA®, RICP®
Advisor
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Raliegh Riddoch
CFP®, CDFA™
Advisor
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Dmitry Popov
Portfolio Manager, Director of Diversified Growth
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Noa Gold
CFP
Summer Associate
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Maria Beaini
Data Specialist
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Samuel Napp
CFP®, CPA
Advisor
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Katherine St. Onge
Director of Investments
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Steven Szafranski
CFP®
Financial Planner
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Matt Samek
Chief Operating Officer
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Karen Gall
Client Service Manager
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Jacki Howard
Client Service Manager
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David Wolf
JD, MBA
Chief Executive Officer
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Drew Simon
JD
Advisor Emeritus
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Lily Beitel-Horton
CFP®
Advisor
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Julia Wentworth
CFP®
Advisor
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Kat Biscornet
CFP®
Director of Financial Planning
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Debi Baydush
Founder
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Lindy Yoshida
CFP®
Associate Advisor
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Janet Hoover
Client Service Manager
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Julie Martinez
CFP®
Advisor
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Aaron Deitz
CAIA®
Portfolio Manager, Director of Private Equity
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Brian Lichtenheld
CFP®
Advisor
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Molly Devnani
Portfolio Manager, Director of Investment Operations
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Alexandra Martella
Client Service Manager
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Ben Weaver
CFP®
Advisor
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Olivia O’Toole
Portfolio Manager, Director of Fixed Income
“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.