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