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