Operations

• BS in Finance, University of Boulder – Leeds School of Business

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

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

As a Client Service Manager for 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

As a 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 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 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 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 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.

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

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