
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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Julie Martinez
CFP®
Advisor
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Katherine St. Onge
Director of Investments
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Jacki Howard
Client Service Manager
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Drew Simon
JD
Advisor Emeritus
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Noa Gold
CFP
Summer Associate
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Timothy Wojtalik
CFP®
Advisor
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Tami Carroll
CFP®, CDFA®, RICP®
Advisor
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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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Maria Beaini
Data Specialist
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Eric Davis
CFP®, BFA™
Advisor
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Lily Beitel-Horton
CFP®
Advisor
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Brandon Krinhop
Senior Operations Specialist
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Olivia O’Toole
Portfolio Manager, Director of Fixed Income
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David Wolf
JD, MBA
Chief Executive Officer
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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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Kat Biscornet
CFP®
Director of Financial Planning
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Samuel Napp
CFP®, CPA
Advisor
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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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Nicole Murphey
Chief Compliance Officer
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Karen Gall
Client Service Manager
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Julia Wentworth
CFP®
Advisor
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Matt Samek
Chief Operating Officer
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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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Brian Lichtenheld
CFP®
Advisor
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Raliegh Riddoch
CFP®, CDFA™
Advisor
“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.