The Team

As a Client Service Associate BSW Wealth Partners, my primary role is to facilitate a smooth, efficient, and pleasant client experience. This includes managing workflows for new accounts, executing cashiering requests, and being the primary conduit by which clients communicate needs to their advisors and portfolio managers. 

Prior to joining BSW Wealth Partners, I worked as a classroom teacher. My time as an educator allows me to bring a unique perspective to the wealth management process. Most of all, I learned the importance of details. Ensuring an unrivaled client experience requires a careful understanding of the details: what motivates you, what your goals are, and how we, at BSW, can help you get there. 

Having been raised in South Bend, Indiana, I am a Midwest transplant to Colorado (Go Irish!). I earned my BA from DePauw University and an MA from Middlebury College. Outside of BSW, you'll most likely find me in a pool swimming laps, reading a book, hiking, or trying to complete the most recent New York Times crossword-- my lovely wife, Gretchen, gives me most of the answers. My favorite activity, however, is going on evening walks through the park with Gretchen, and our dog, Theodosia.

BA, DePauw University

MA, Middlebury College

As a Lead Advisor at BSW Wealth Partners, I work primarily with local business owners, entrepreneurs and their families. Being a business owner myself, I am drawn to the unique complexities and planning required to successfully craft financial plans for my clients. 

I’ve helped steer families through some of the most challenging transitions of their lives; including divorce, death of loved ones, business start-ups and exits, partner buyouts, structuring key employee compensation plans, and navigating financial windfalls such as inheritance, private stock sales and IPO’s.

I believe a life successfully lived is best measured by how closely a family adheres to what they value most. A part of my responsibility is to make sure families are making smart decisions with their money. But I take even greater pleasure in finding ways that families can live more in alignment with their values, and often money is just one of the tools that can help facilitate this.

The intersection of money and big life decisions tends to trigger powerful emotions that may cloud judgment and lead to sub-optimal decisions. I seek to help families evaluate important decisions from multiple viewpoints, distinguish the difference between objective and emotional-based decisions, and to continuously ground decisions to the family’s values and goals.

Values and goal setting have been an important part of my own life. When making decisions from a place lacking in true values and goals, I’ve gone on to make mistakes such as becoming an investment banker (something I wouldn’t wish upon anyone) and finding myself stranded in the middle of the desert in Morocco. And when driven by my core values and goals, I’ve gone on to graduate with Distinction from the University of Colorado, I’ve earned both the CERTIFIED FINANCIAL PLANNER™ and BEHAVIOR FINANCIAL ADVISOR™ designations, I’ve worked hard to become a Division I NCAA Champion at the University of Colorado, and have started a craft-brewery in Spain. Outside of my work at BSW, I run a small Olive Oil importing business, write poetry, draw, play piano (poorly), fall further and further behind on my reading list (despite my valiant efforts to keep up), backcountry ski, and do what I value most: spend time with family

• CERTIFIED FINANCIAL PLANNER™ certification
• BEHAVIOR FINANCIAL ADVISOR™ certification
• BS in Finance, with Distinction, University of Colorado – Boulder – Leeds School of Business
• 2011 NCAA National Champion and Captain of NCAA Division I Team
• 2011 Scholar-Athlete Award (highest GPA of male student-athletes)
• Division I All-Academic Team (2008-2012)
• Hightower Endowed Scholarship, Student Investment Fund Scholarship and CoBank Academic Scholarship recipient (2010-2012)
• Current Board Member- University of Colorado C-Club
• Current Mentor – Leeds School of Business Young Alumni Mentors program

I was very fortunate to grow up both with privilege, and by virtue of the location of my first childhood home - adjacent to the notorious Cabrini-Green Chicago public housing projects – exposure to the wealth gap in America.  Ever since, I’ve been dedicated to the idea that money can be transformational – if allocated thoughtfully.

I am an Advisor at BSW Wealth Partners, the firm’s Director of Values-Alignment, and a CERTIFIED FINANCIAL PLANNER™ professional.

Driven to lead a life of cheerful service, I work primarily with intergenerational families, impact-oriented Non-Profits and mission-driven company 401k’s, with a specific focus on aligning financial plans – and investment portfolios – with what the client deems to be most important.

As the firm’s Director of Values-Alignment, I strive to continuously improve the outcomes for all stakeholders; leading BSW’s B Corp and Public Benefic Corporation (PBC) initiatives.  Additionally, I have the responsibility for continuously improving BSW’s Values-Aligned investing methodology.

I’ve been employed by Registered Investment Advisors (RIA’s) since graduating college; prior to joining BSW,  I worked for nearly a decade at a multi-billion dollar investment management & wealth advisory services firm in Boulder, while spending many nights and weekends leading the Corporate Social Responsibility efforts for a local B Corp “buy one, give one” consumer packaged goods company.

Volunteering since the 1990’s, I target giving 100 hours per year (1% of my time) to community service.  My most recent contributions include co-founding the non-profit B Local Colorado, serving as a founding Advisor to the B Local Communities, and providing pro-bono financial planning services via commitments to Advisers Give Back and the After Innocence Project.  I consider being generous with my time – and resources – my duty to society, with my personal philanthropic strategy centered around my individual commitment to 1% For the Planet.

Away from my professional and community engagements, you can find me outside “throwing myself” at my latest sport climbing project here in Colorado, improving the energy & resource efficiency of my home, championing conscious consumerism, reading, and spending meaningful time with family and friends.

• BS, With Distinction, in Business Administration, emphasis in Finance & Accounting (and Real Estate Certificate recipient), University of Colorado, Boulder – Leeds School of Business
• Professional Certificate in Corporate Social Responsibility, University of Colorado, Boulder – Leeds School of Business
• CERTIFIED FINANCIAL PLANNER™ certification
• Advisor – B Local Communities
• Volunteer – Advisers Give Back
• Volunteer – After Innocence Project

I’ve always been a list maker, planner, and orchestrator of events – be it the surprise party, group backpacking trip, or annual reunion. This passion for planning inadvertently led me to my first career in event production. Producing concerts and bringing the joy of music to individuals and community fulfilled me for years, however a series of personal events with complex financial undertones made me take a fresh look at the impact I was having on the lives of others. What arose from this inquiry and merged with the acquisition of my MBA was a clear career path in financial planning and advisory services. Empowering and supporting others, particularly those who have been thrown the curveball of death, divorce, or sudden financial restructuring, is a passion near and dear to my heart.

Before joining BSW as an Advisor I served a variety of positions at a neighboring registered investment advisory firm, including operations associate, financial planning associate, and junior advisor. Prior to that I worked for behavioral health and performing arts non-profits both in Boulder and Telluride, CO. I graduated from the University of Colorado, Boulder, in 2007 with a Bachelor of Arts in Psychology and Spanish, and minor in Business Administration. I graduated again from CU with a Master of Business Administration in 2017. And although my roots on the Pacific Coast called on me, the great expanse of the Rocky Mountains had already won me over.  

Away from the office you can find me exploring the mountains by bike, ski, or foot. And when not in the middle of nature (but ideally when in the middle of nature) I surround myself with as much live music and loved ones as possible – including my sisters, niece, partner, and friends.

• BA, University of Colorado, Boulder
• MBA, University of Colorado, Boulder
• Series 65 licensed
• CERTIFIED FINANCIAL PLANNER™ certification

Molly is a jill of all trades on the BSW team. In her role as a Portfolio Manager, she focuses on proactively maintaining and building client portfolios while creating operational enhancements within the BSW Investment Group. Additionally, Molly focuses on Direct Real Assets as an Investment Associate providing analytical and operational support.

Molly is a graduate of the University of Colorado’s Leeds School of Business where she earned her BS in Business Administration with an emphasis in Finance and certificate in Entrepreneurship. She has been with BSW since 2015 with experience internally as a Reporting Specialist and the Director of Reporting. Outside of BSW Molly can be found visiting family around Asia or trekking around Colorado. She enjoys learning about other cultures, spending time in her hometown Fort Collins, and getting outside of her comfort zone!

• BSBA, University of Colorado – Boulder
• University of Colorado Young Alumni Mentor

• BA, University of Michigan, Ann Arbor
• MBA, University of Denver
• CERTIFIED FINANCIAL PLANNER™ certification
• Board Member – I Have a Dream Foundation of Boulder County

As a managing principal of the firm, Drew is responsible for promoting the health and development of BSW Wealth Partners. His primary focus, however, is maintaining the financial well-being of BSW’s clients and advising many of BSW’s longest-standing families.

With over 30 years of experience in investments, finance and law, Drew has acted as an advisor to wealthy families, professionals, entrepreneurs, corporate executives, family foundations and charities. Prior to relocating to Colorado, Drew practiced law in Washington, D.C. – specializing in taxation, corporate business, and commercial transactions. He holds a BS from The Wharton School of Business, University of Pennsylvania, and a JD from Catholic University School of Law.

Drew believes that balance is an essential ingredient to making life better. Outside BSW, his interests include various fitness activities with his wife Terri, enjoying his three (almost adult) children, international travel, yoga, hiking, and scuba diving.

• BS, Wharton School, University of Pennsylvania
• JD, Columbus School of Law, Catholic University of America

Maile is our office manager and client concierge who is primarily involved in office management, client communication and service where she brings over 30 years of experience in the financial services industry.

Maile began her career managing the Reconciliation Department at the Pacific Stock Exchange in San Francisco. She then joined Charles Schwab & Co. Inc. where she spent 16 years in various professional roles in the Mutual Funds, Advisor Services, and Human Resources. Before joining BSW, Maile was one of the first employees at Aperio, which now manages more than $20 billion in assets. Maile helped grow the company in an administrative capacity and also worked in business development.

Maile moved to Boulder from Northern California in 2018 and is thrilled to be part of the team at BSW team.

Habitat for Humanity

Bay Area Beach clean up

For as long as I can remember, I’ve always had the desire to help people. Whether volunteering at a homeless shelter or donating a few of my precious dollars in my youth, I learned the value and impact my time, talents, and treasures can have on others.

Fast forward to today, I am blessed to be a part of something special at BSW Wealth Partners where my beliefs are in alignment with the company’s goal to “Make Life Better.” I graduated from the Gies College of Business at the University of Illinois Champaign-Urbana and have over 12 years of experience in the personal finance industry. My role as the Financial Planning Specialist at BSW is to support clients through detailed planning analysis and subject matter expertise.

I live just outside of Chicago with my wife and three children. Outside of work, we love spending time outdoors (even in the Midwest’s extreme summers/winters) and visiting the city’s museums. I continue to volunteer in my spare time and look forward to the journey ahead.

Gies College of Business at the University of Illinois Champaign-Urbana

Debi Baydush is the founding principal of BSW Wealth Partners. Debi served as the BSW chief investment officer for more than 17 years, guiding the firm’s investment policy, portfolio construction, and major strategic efforts.

Debi started her financial career with a large private trust company, trained as a broker at Merrill Lynch and subsequently went to work at PaineWebber. Over time, Debi found that what she felt was best for her clients often differed from the company’s view, so she quit the brokerage business to manage a group of personal investment portfolios on a fee-only basis – and so the foundation stone for what has become BSW Wealth Partners was laid. As the client base grew, Debi hired people who shared her vision of how to provide investment advice – and who were fun to work with!

January 1, 2013 marked her transition to an “Of Counsel” role within BSW. Debi successfully (beyond what even she could imagine) executed on her plan to create a fee-only wealth management firm to care for a small group of interesting and fun families. The intellectual stimulation and personal challenge involved in this enterprise was certainly bigger than anticipated, but entirely welcome. The next step in the plan was then to move from satisfying the head to nurturing the spirit: seeing and experiencing more of the world we live in and processing all the lessons thrown in her path along the way. Another big plan! Hopefully it will result in a level of reward and satisfaction at least equal to that of the first plan.

• BA, University of Pennsylvania
• MA, Johns Hopkins School of Advanced International Studies

I am a managing principal of BSW Wealth Partners and Strategic Advisor for the firm’s clients.  In these roles, my priorities are simple:

• The long-term success of BSW clients.
• The long-term success of BSW Wealth Partners.

On the former, I’ve been told that my ability to see the bigger picture sets me apart from many advisors.  Although I have a background that includes investment management and former member of BSW’s Investment Policy Committee, these important roles are not where I add the most value.

Financial security.  Investment evaluation and coordination.  Transition planning and coordination. Tax strategy.  Wealth transfer. Coordination of strategies with other professionals.  These issues bring a broader scope, the opportunity to influence results, and stand to benefit the most from strategic planning.  I love this stuff. And I love our clients. We are in a “people” business and the people we represent are unique, fun, interesting, and real.  It is truly a pleasure to help them.

On the latter, the ability for BSW to remain independent and thrive over the long term will allow for a long standing, potentially multi-generational relationship with our clients.  To do this, we will need to slowly transition ownership of the firm and grow at a pace that supports this process. The alternative is to sell the firm at some point to a third party, and we don’t believe that is in the best interest of BSW clients or our staff.  I spend a lot of time thinking about this process and ways to achieve these goals.

Prior to joining BSW in 1997, I worked on the equity trading desk at Schwab Institutional. I am a CERTIFIED FINANCIAL PLANNER™ professional and earned a BA in Economics from the University of Richmond.

Outside of the office, things I love:

• Powder skiing or cooking with my wife Lucy.
• Surfing, swimming, or skiing with my daughters Carson and Jesse.
• Or just being with any or all of these three amazing gals.

Aside from my family, I love big country and open spaces.  The smell of a field on a summer evening. And last but certainly not least, chasing most anything that swims with fur, feathers, and a fly rod.

• BA, University of Richmond
• CERTIFIED FINANCIAL PLANNER™  certification

With over two decades' experience in the asset management industry, I often think to myself how did I get here?  It was a passion for excellence, a thirst for knowledge, a desire to be impactful, and a contagious love of life that led me down a path to BSW.  As the Chief Compliance Officer, I oversee the firm’s compliance and risk management program. Having been in the industry prior to Dodd-Frank, I’ve grown professionally alongside the expansion of compliance as not just a “dust on the shelf manual”, but an industry itself.  It is my belief that a strong compliance regime brings inherent value to an advisor and its clients.

When not in the office, I love experiencing life with my husband and three children, often through travel and seeking sand for our toes and an ocean breeze to calm our minds.  I’m also the eternal hostess, enjoy cooking with my daughters, skiing, boating, practicing yoga, attending pure barre, and trying to keep up with my son in all things sports.

BA magna cum laude, Political Science and History, University of Colorado Boulder

Prior to Joining BSW, Aaron held multiple roles in financial service/investment/RIA firms, startup companies and non-profit organizations.  He was the Director of Operations at Logan Stone Capital, an equity market neutral hedge fund in Chicago, IL which merged with RMB Capital Management in 2015.  He received his MBA from DePaul University with concentrations in Finance and International business in 2011. He attended the University of Colorado at Boulder for his undergraduate degree in Economics and graduated in 2007.

Outside of the office, Aaron enjoys all the abundance Colorado’s wilderness has to offer.  He loves being on the slopes snowboarding, being on the water fly fishing and rafting, being on the wall rock and ice climbing and being on the trails backpacking and mountain biking.  In March 2018, he broke the world record (unofficial) for the most vertical feet snowboarded within a 12-hour period. Aaron is an award-winning homebrewer and loves to explore new countries with his wife Rupal and their daughter Mira.

• MBA, DePaul University – Chicago
• BA, University of Colorado – Boulder
• Venture Capital Due Diligence Associate – Rockies Venture Club – Denver
• Mentor – Professional Mentorship Program – University of Colorado – Boulder – Leeds School of Business

• BA, Stony Brook University
• Founding Colorado B Local Board Member 
• Volunteer – Achilles International Guide
• Volunteer – Growing Gardens
• LinkedIn

BS, Loyola Marymount University

MS, University of Southern California

David Wolf is the Chief Executive Officer of BSW Wealth Partners, a $1.75 billion multi-family office and wealth advisory firm serving a national and international clientele from offices in Boulder and Denver. He is also the founder of R3 Returns, an impact-focused bond strategy with $200 million of investor capital. A passionate advocate for impact investing, David has been a featured speaker at the Conscious Capitalism Conference, B Corp Leadership Development (BLD), the SRI Conference, and the Rockies Venture Club. Prior to BSW, David worked with a leading Colorado venture capital firm and founded a technology company.

A licensed member of the Colorado Bar, David graduated from the JD/MBA dual-degree program at the University of Colorado at Boulder and received a BA from DePauw University. While at DePauw, he was elected to Phi Beta Kappa and was a visiting student at St. Catherine’s College, Oxford University. In the for-profit domain, he serves on the advisory boards of venture capital funds Boulder Ventures and Renewal Funds; and Ethic, a venture-backed ESG financial-technology company. In the non-profit domain, he serves on the board of the American Institute for Avalanche Research & Education (AIARE), whose AIARE Kizaki-Wolf Scholarship builds a diverse and inclusive community of avalanche professionals.

David is a board member emeritus of the University of Colorado's Leeds School of Business and a dedicated supporter of the University of Colorado at Boulder, where he is a frequent guest speaker, a mentor to students, and has funded a scholarship since 2001 for outstanding students, including the Wolf Experiential Learning Endowment. He received the Leeds Young Alumni Service Award and the University of Colorado at Boulder’s Kalpana Chawla Award, the highest award bestowed on alumni within 15-years of graduation.

Away from BSW, David pursues his passions for rock climbing, ice climbing and backcountry skiing; and is a professional mountain guide for the Colorado Mountain School. He has climbed all 54 of Colorado’s 14,000-foot peaks and his mountain endeavors have taken him to Australia, Bolivia, Cayman Brac, Ecuador, Egypt, England, France, Italy, Mexico, Norway, Japan, Spain, Thailand, and (hopefully!) many more beautiful places to come. His true loves, though, are his wife, Norie, and son, Hiroyuki, with whom he enjoys soaking in onsen, practicing Nihon-go, and sharing life’s many adventures!

• BA, DePauw University
• MBA, University of Colorado – Boulder
• JD, University of Colorado – Boulder
• Advisory Board Emeritus – University of Colorado – Boulder – Leeds School of Business
• Advisory Board – Renewal Funds
• Advisory Board – Boulder Ventures
• Advisory Board – Ethic
• Advisory Board – American Institute for Avalanche Research & Education (AIARE)

As an Operations Specialist, my main priority is fine-tuning our internal systems to provide BSW staff the means to effectively and efficiently communicate and deliver the exceptional service our clients demand and appreciate when they partner with BSW. 

I started my career in Operations with a small firm in Boulder, CO in 2008 until that office closed in 2018.  I made a brief stop with a large firm in Denver, only to realize that a smaller company was a better fit for me personally and professionally.

I grew up in a small town, Lindsborg, KS and have always appreciated the small town feel and way of life.  I have, however, also fallen in love with the Colorado lifestyle and endless adventures this state provides.  When I am not working you can find me and my wife, Danielle along with our two small humans, Brooks and Josie hiking, camping and exploring in the mountains.  You can also find us watching any local sporting event as we tend to agree on most local teams except for one…Go Chiefs!

• Bethany College – Lindsborg, Kansas
• Bachelor of Arts (2007)
• Double Major: Finance and Management

As Client Service Manager for BSW Wealth Partners, my primary role is to facilitate a smooth, efficient, and pleasant client experience.  This includes managing workflows for new accounts, executing cashiering requests, and being the primary conduit by which clients communicate needs to their advisors and portfolio managers.

Prior to joining BSW Wealth Partners, I worked for over nine years at JP Morgan Chase – Chicago in a variety of divisions including Correspondent Banking, Residential Real Estate, and Compliance. Taking a break to raise my children, I worked for various medical practices including Aspen Valley Pediatrics and OrthoAspen and I’m excited to once again be back in the financial sector. I am true local having been born and raised in Boulder.

When not at BSW Wealth Partners, I enjoy skiing, hiking, travel, cooking, and entertaining. My real passion is spending time with my children Alexander, Christopher, and Sarah.

BA University of Colorado
Volunteer – Teens Inc.

As an Advisor, Sam’s specialty is helping clients confidently make smart, informed decisions.  Sam is an expert at deconstructing difficult decisions into their components, using his exceptional planning and technical skills to evaluate options, and then collaborating with clients to determine the best course of action.

Sam’s practice focuses on helping self-employed medical professionals achieve greater financial and professional success. Sam serves as a trusted advisor for his clients, guiding them to long-term financial prosperity and protecting them from cognitive biases, financial predators, and unsuitable investments.  Consistent with BSW’s multi-family office approach, medical professionals receive comprehensive financial advice, including both personal financial planning and business financial consulting.

Sam is a graduate of the University of Colorado at Boulder and holds two degrees: a BS in Business Administration, Accounting and a BS in Integrative Physiology, Pre-Medicine.  He is a licensed Certified Public Accountant and is a CERTIFIED FINANCIAL PLANNER™ professional. He has been providing financial advice since 2007 and spent five years as a public accountant providing tax and consulting advice to small business owners.

A native of Colorado, Sam grew up in the small town of Hygiene where his father owned and operated a landscaping business. With a former Ms. Universe Body Building Champion for a mother, he was predestined to shine in athletics. Sam is a former Division I collegiate track and field athlete, a high school 100m state champion, and an all-around sports junkie. Outside the office, Sam enjoys spending time with his wife Kate and three sons, Hudson, Nolan, and Beckett.  Together they search out creative outlets which include a never-ending list of home remodeling projects, craft brewing, and abstract finger painting.

• BS, with High Distinction, University of Colorado Leeds School of Business
• BS, with High Distinction (2nd in Graduating Class) University of Colorado College of Arts and Sciences
• CERTIFIED FINANCIAL PLANNER™ certification
• Certified Public Accountant State of Colorado (CPA)
• Longmont Chamber of Commerce – Leadership Longmont Class of 2010
• Treasurer of the Longmont Community Foundation
• 2017 Class of 40 under 40

Tami began her practice in personal finance in 2006. Specializing in personal wealth management for individuals and families, it is her passion to support people transitioning through the phases of their financial lives. Because the retirement income planning process is complex and alive with choices and variables, she enjoys helping clients understand how the financial decisions they make work together.  

In addition to planning for retirement, Tami has extensive experience in financial analysis, budgeting and forecasting. This enables her to provide a high level of expertise in understanding the overall financial picture of clients going through the death of a loved one or divorce.  Tami provides education and support to clients during difficult decision-making processes in order to facilitate rational and informed decisions. Tami finds deep fulfillment in helping clients plan for financial independence post-death or post-divorce and providing clarity around the financial future.  

Tami is a CERTIFIED FINANCIAL PLANNER™ professional, CERTIFIED DIVORCE FINANCIAL ANALYST, and Retirement Income Certified Professional®. Tami holds her FINRA Series 66 (Uniformed Combined State Law) license, and Life, Accident, Health and Disability licenses, and earned her bachelor’s degree in finance from the University of Denver and master’s in business administration from Regis University. 

Outside of the office, Tami actively engages within the Boulder-Denver community, publishing articles about the day to day financial decisions we all make and speaking to groups about financial wellness and current economic trends and news. Tami can also be found chasing after her children Mason and Emma, tending to her garden, and quelling her thirst for knowledge by sinking her teeth into a wide variety of compelling literature. 

• MBA, Regis University
• BS, University of Denver
• Certified Financial Planner™
• Certified Divorce Financial Analyst®
• Retirement Income Certified Professional®

Elias (E-lee-us) Bachmann is a Managing Principal of BSW Wealth Partners.

Elias joined the firm in late 2009 as a Senior Portfolio Manager. Prior to joining BSW, he co-managed a discretionary equity and fixed income portfolio for the clients of a different wealth management team. At BSW Wealth Partners, he oversees the firm’s Investment Group and has specific responsibility for its private investment platform and direct real estate investing activities. He is a member of both BSW’s Investment Policy Committee and Management Committee.

Elias completed both his Bachelor’s and MBA degrees at the University of Colorado in Boulder. He also holds the designation of Chartered Financial Analyst.

It seems like another lifetime ago, but Elias has fond memories of running mountain biking camps for Boulder-based Dirt Camp. He enjoys the outdoors and traveling, taking great pleasure in backcountry skiing and mountain biking. Travel, when it isn’t to visit his various family members around the globe, probably involves warm water and waves with his wife Trish and their three children.

• BA, University of Colorado Boulder
• MBA, University of Colorado Leeds School of Business Boulder
• Chartered Financial Analyst® (CFA®)
• Advisory Board Burridge Center for Finance, Leeds School of Business, University of Colorado Boulder
• Program Chair, CFA® Society of Colorado

Raliegh is a managing principal of BSW Wealth Partners and a Senior Advisor. In his Advisory role, Raliegh supports clients in finding appropriate solutions for many of the financial situations they encounter, while striking the right balance between their quality of life and their financial objectives. Raliegh has spent time advising clients on a wide range of financial matters since entering the financial business in 1998 and has developed a specific focus on the financial aspects of divorce.  At BSW he serves on the Risk Management Committee, as the former CCO, and prioritizes the health and well-being of BSW’s staff, clients, culture, and community.

He is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Certified Divorce Financial Analyst®. He is also a member of The Institute for Divorce Financial Analysts (IDFA™).  His favorite pastime is spending time with his wife and daughters, and as a Colorado Native, he enjoys athletics and playing in Colorado’s great outdoors. 

• BS, Monfort Business School, University of Northern Colorado
• CERTIFIED FINANCIAL PLANNER™ certification
• Certified Divorce Financial Analyst® (CDFA™)
• Member of the core leadership group for families at Cherry Hills Community Church
• Member of the Rotary Club of Castle Pines

As Client Service Manager for BSW Wealth Partners, my primary role is to facilitate a smooth, efficient, and pleasant client experience.  This includes managing workflows for new accounts, executing cashiering requests, and being the primary conduit by which clients communicate needs to their advisors and portfolio managers.

Prior to BSW, I worked for more than seven years at The Northwestern Mutual Financial Network, in Boulder, as an Associate Financial Representative.  My early career path included work in the insurance, investment, and legal fields. I have a paralegal certificate from the Denver Paralegal Institute.

My husband Mark and I recently made a lifetime dream come true and moved to Maui.  In my free time, I enjoy swimming in the ocean, kayaking, learning how to use my new SUP, golfing, playing tennis and exploring our new island home.

Most of all, I enjoy spending time with Mark and our daughters Ashley, and her partner Hugo, and Amie and her husband Erik.

Julie is a managing principal of BSW Wealth Partners and Strategic Advisor for the firm’s clients. As an Advisor, Julie is an innovator in removing the obstacles people face when planning for the future. For over 20 years, she has assisted clients with transitions such as retirement/work-life reinvention, business transition, divorce, death of a loved one, financial windfall, and inheritance. Julie has experience in cash-flow analysis, business owner planning strategies, next-generation education, legacy, and estate planning, and incorporating real estate, businesses, and mineral interest holdings into a financial plan.

Julie began her career while still in grade school, helping her real estate broker mother with filing, organizing and showing property. Her mother treated every client as if he or she were a member of her own family. She was proud to have generations of families seek her advice on real estate matters and maintains many of those relationships into her own retirement. This early mentoring instilled a fundamental business belief in Julie: treat every client as if he/she were your family member and as if the relationship will last for generations.

Julie graduated with honors from Colorado State University and earned her CERTIFIED FINANCIAL PLANNER™ certification. From 2009-2016, she had extensive training through the Sudden Money Institute’s Mastery Program where she specialized in managing major financial transitions due to the sale of a business, divorce, inheritance and other life-changing events.  Prior to joining BSW Wealth Partners in 2015, Julie was co-owner of a financial planning firm. She is a past President of the West River Estate and Financial Planning Council and serves on the executive committee for several scholarships supporting women and girls in educational pursuits. Julie co-leads Zonta Foothills Club’s Culture of Respect Initiative, empowering students in Boulder Valley to promote a culture where all individuals are treated with dignity, equality, and respect.

When out of the office, Julie can be found skiing, mountain biking, and exploring the outdoors with her husband and two daughters.

• BS, Colorado State University
• CERTIFIED FINANCIAL PLANNER™ certification
• Zonta EducateZ Advisory Committee Member –supporting the education of at-risk women and girls in Boulder County
• Jane M. Klausman Women in Business Scholarship Coordinator
• Volunteer – Women in Science Annual Youth Conference
• Volunteer – Idea Wild, Biodiversity Conservation Organization
• 2017 Denver Business Journal – Outstanding Women in Business Nominee

Throughout most of my life I was one of the few (most times only) women in my math classes. This was exceedingly apparent in college where I studied both Economics and Finance. The gender disparity drove me to be at the top of every class and learn as much as I possibly could to be the best student, regardless of gender. This determination led me to graduate Magna Cum Laude in 2017 and subsequently receive C.U. Boulder’s M.S. Finance Excellence Award in 2018. My interest in both numbers and the market drove me to start a career in the male-dominated financial industry.

As a portfolio manager at BSW Wealth Partners, I build and maintain BSW client portfolios. I also provide analytical and quantitative support to BSW’s public investment team.

I also hold the position of Director of Research for R3 Returns. In this space, I compile and analyze data to measure the impact of municipal bonds. I am constantly searching for new data and research to improve R3’s municipal bond rating system.

Prior to starting at the firm, I earned my B.A. in Economics & International Affairs (2017) at C.U. Boulder where I was elected to Phi Beta Kappa. The following year I earned my M.S. in Finance (2018) also from C.U. Boulder.

Outside the office, I love traveling, cooking, backpacking & reading a good book with my kitten Jalapeño.

• BA, Economic & International Affairs, University of Colorado Boulder
• MS, Finance
• Volunteer – B Local Colorado

As a Client Service Associate BSW Wealth Partners, Lindy is responsible for facilitating a smooth, efficient, and pleasant client experience.  This includes managing workflows for new accounts, executing cashiering requests, and being the primary conduit by which clients communicate needs to their advisors and portfolio managers. 

Before working at BSW Wealth Partners, Lindy worked at local nonprofit, Uncharted, as a business development associate.  Lindy also served as amarketing lead for a Japanese Language School in Okinawa, Japan and the Director of Operations for Boys & Girls Clubs of Onslow County in Jacksonville, NC. 

Lindy is Colorado-born and raised and a graduate of the University of Colorado Denver, with degrees in Spanish and International Studies.  She holds Masters degrees from the Universitat de Valencia and the University of North Carolina Wilmington.  Lindy has more than a decade of customer service experience.

Outside the office Lindy is a Denver CASA volunteer.  On the weekends you can find Lindy wearing heart shaped sunglasses in her garden and hanging out with her high school sweetheart, Ross. 

BA, International Studies & Spanish, University Colorado Denver
Master in International Business, specialization in International Marketing, Universitat de Valencia
MBA, University of North Carolina, Wilmington
Volunteer – Denver CASA

• CERTIFIED FINANCIAL PLANNER™ certification
• B.S. in Economics, University of Geneva
• European Foundation Certificate in Banking
• Diploma in Banking and Financial Training, Swiss Bankers Association

I serve as partner and Chief Operating Officer of BSW Wealth Partners. As chief operating officer, I manage firm-wide business operations to create an exceptional experience for clients and staff. I work closely with the management team to direct, manage and oversee business strategy and firm-level projects that create firm success.

Before joining the firm. I was a student at the University of Colorado at Boulder Leeds School of Business. I graduated in 2007 with a BS in Business Administration with an emphasis in finance.

Spending time with my wife Jenna and sons Jude and Clayton are top priorities outside the office. You’ll catch us enjoying a local sporting event or exploring Colorado’s great outdoors.

• BS, University of Colorado Boulder
• Schwab Executive Leadership Program – 2015

The decade I spent living in DC combined with my educational background in Women’s Studies, Music and International Affairs has shaped who I am, including my approach to wealth management. I believe in taking a creative approach to help individuals and families achieve their personal and financial goals. This may include sustainable investment strategies, philanthropic goals or generational wealth transfers. What is important to me is building long-lasting relationships based on mutual trust and respect. It is my goal, as an advisor, to help you develop a sense of financial confidence and security.

I began my career in wealth management in 2013 and have worked at several large firms before making the transition to BSW. My decision to join BSW was driven by my desire to work with like-minded, impact-oriented individuals who have come together under a common goal: to make life better for clients, employees and the community.  Throughout my career, I have always been a leader in my firm’s women’s networks. Advancing women and minorities in an industry where they are underrepresented is critical. So when I found BSW, a female-founded firm, I was thrilled.

I graduated from The George Washington University with a major in International Affairs and Women’s Studies and a minor in Music.  In 2020, I became a CERTIFIED FINANCIAL PLANNER™. Originally from Connecticut, my love of the great outdoors has brought me to Colorado. Outside of the office, I spend my time running, hiking, biking, reading or playing the violin. I also very much value my time with my family and two orange cats.

• BA, The George Washington University, Washington DC
• Series 7, 66 and 3 licensed
• CERTIFIED FINANCIAL PLANNER™ certification
• Board member, Women Impact Investing Network (WIIN)