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