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