Broker Check

Our Team

Ted Blanchard, CRPC®

Partner, Financial Advisor

(720) 536-2406

(303) 393-2365

With over 30 years of industry experience, Ted Blanchard has dedicated his career to helping clients manage their wealth. While he thrives in a spectrum of financial disciplines, Ted specializes in crafting custom asset management...

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Heather Bretz

Client Services Manager

(720) 536-2407

(303) 393-2365

Heather brings over 15 years of experience in the financial industry.  She assists with the day-to- day operations of BWM, and strives to make each client’s experience positive, professional and efficient...

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Branch Office Support Team

Michael Jolie

Financial Plan Specialist

Justin Byrd

Insurance Specialist

Heather Palumbo

Paraplanner / Portfolio & Investment Research Coordinator

Alex Ortiz

Technology Specialist

Brooke Martinez, AWMA

Financial Planner