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Jason Dohrman, CFP®, CRPC®, CWS®,: Colorado 500 – Wealth Managers – 2026
Jason Dohrman, CFP®, CRPC®, CWS®, is a Managing Director Partner at Creative Planning, where he develops and implements comprehensive financial plans for clients in the areas of retirement planning, investment […]
Max Bull: Colorado 500 – Wealth Managers – 2026
Max Bull is co-managing director of The Fowler Bull Group at Morgan Stanley Private Wealth Management. Before launching his finance career, Bull won a national championship with the University of […]
Jon Moore: Colorado 500 – Wealth Managers – 2026
Jon Moore is a Regional Director and Partner at EP Wealth Advisors with 33 years in the financial services industry. He considers his greatest career accomplishment to be the impact […]
Joseph Janiczek: Colorado 500 – Wealth Managers – 2026
Joseph Janiczek founded Janiczek Wealth Management in 1990 and led the firm as CEO until its 2024 merger with New York-based Cerity Partners, where he now serves as partner and […]
Jonathan Beukelman: Colorado 500 – Wealth Managers – 2026
Jonathan Beukelman is managing director of Montage Financial Group, a Denver-based UBS Advisor Team, and brings more than 25 years of wealth management experience to his practice. Under his leadership, […]
Andrew Dodds: Colorado 500 – Wealth Managers – 2026
Andrew Dodds founded Dodds Wealth Management Group in 1991 and serves as its CEO and investment strategist. Based in Greenwood Village, the firm has grown to include his son Michael, […]
Scott Thisted: Colorado 500 – Wealth Managers – 2026
Scott Thisted has spent his entire career at Merrill Lynch, joining the firm in 1998 and rising to managing director of The Thisted Group within Merrill Lynch Private Wealth Management, […]
John Baker: Colorado 500 – Wealth Managers – 2026
John Baker is a Partner and Managing Director at Creative Planning, where he leads the firm’s regional office in Denver. He and his team serve high-net-worth clients in retirement planning, […]
Brian Friedman: Colorado 500 – Wealth Managers – 2026
Brian Friedman grew up in Denver and went on to work for the Brookings Institution in Washington, D.C., before co-founding GHP Investment Advisors (GHPIA) in 1999. As president and chief […]
Sara Gardner, CFP: Colorado 500 – Wealth Managers – 2026
Sara Gardner is a Vice President, Advisor, and Partner at EP Wealth Advisors with 28 years of industry experience. A Certified Financial Planner™ professional, she specializes in helping individuals and […]
Patricia Kummer, CFP: Colorado 500 – Wealth Managers – 2026
Patricia Kummer is a Senior Wealth Advisor and Certified Financial Planner® professional at Mariner with 40 years of industry experience. Prior to joining Mariner, she founded Kummer Financial Services, which […]
Kristin C. Sullivan, CFP: Colorado 500 – Wealth Managers – 2026
Kristi Sullivan is the founder of Sullivan Financial Planning, LLC, which she established in 2007 to provide clients objective guidance free from corporate sales quotas. A Certified Financial Planner™ professional, […]
