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President
Diversified Asset Management, Inc. 303 440-2906
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Vice President
BMO Wealth Management 303-476-0362
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Secretary
Timberline Financial Planning & Wealth Management 720-415-0669
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Treasurer
The Financial Caretaker, LLC 970-703-4770
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Immediate Past President
Heckmann Financial 7206872750
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Programs/Programs Chair
Elevations Credit Union 303-247-8895
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Membership Chair
Weinberger Law LLC 720-588-9830
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Past President
Bedford Wealth Advisors 303 499-8800
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Past President
Midwest Trust Company 303 444-9060
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Past President
Cornerstone Investment Advisors, LLC 303 545-5400
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Past President
AMG National Trust Bank 303 447-8877
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Past President
Hofgard & Associates, PC 303 449-0055
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Past President
Longmont Community Foundation 303 678-6555
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Past President
Lynn Kuykendall, Attorney 303 494-3252
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Past President
Vivant Financial Services (720) 797-5967
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Past President
Midwest Trust 303 444-9060
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Past President
UBS Financial Services, Inc. 303-820-5092
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Past President
Nielsen & Company, PC 303 579 1511
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Past President
O'Brien Law P.C. 303 443-2626
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Past President
Osgood & Osgood LLC 303 442-0165
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Past President
Axiom Wealth Alliance 303-926-7012
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Past President
Caplan and Earnest, LLC 303 443-8010
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Past President
Retired
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Past President
NewWest Advisors 303 415-2525 x102
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Past President
Varra Financial Counsultants 303 665-2822
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Executive Director
Boulder County Estate Planning Council 720-252-6109
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The unathorized use of the information contained in the member directory is expressly prohibited.