A Team-Based Approach to Wealth Management
As your wealth grows, financial decisions rarely become simpler.
That is one reason WealthClarity emphasizes a collaborative service model. New wealth management clients are generally supported by both an associate advisor and a senior advisor, providing multiple points of expertise and continuity within the relationship.
Behind your advisors is a broader team of client relationship, operations, and support professionals who help keep the wealth management experience organized and responsive.
This structure is designed to provide clients with ongoing access to the firm rather than making their financial relationship dependent on a single individual.
We believe effective wealth management is a team effort. Rather than relying on a single perspective, WealthClarity brings together professionals with a range of experience and credentials, including:
- CERTIFIED FINANCIAL PLANNER® professionals
- Certified Plan Fiduciary Advisors (CPFA)
- MBAs
- Accredited Portfolio Management Advisors (APMA®)
The oldest financial plan in our records dates back to 1986, and that client remains with us today. It reflects the kind of long-term relationships we seek to build with clients and their families, providing continuity and ongoing guidance as their wealth, priorities, and lives evolve.
Meet the WealthClarity Team
Our advisors and client service professionals bring different backgrounds and areas of experience to WealthClarity, but they share a commitment to thoughtful guidance, professional service, and long-term client relationships.
Explore the individual profiles below to learn more about the people behind WealthClarity and how they support our clients.
Annie Garland, CFP®
Wealth Advisor
Brian VanKeuren, CPFA, MBA
Partner & Senior Wealth Advisor
Darin Hammerschmidt, CFP®
Partner & Senior Wealth Advisor
Keith Cusack, APMA
Partner & Senior Wealth Advisor
Laura Wedow
Wealth Advisor
Mark F. Tighe Jr., CPFA
Partner & Senior Wealth Advisor
Tim Gomez, CPFA®
Partner & Senior Wealth Advisor
Tyler Freeman, CFP®, CFA®
Partner & Senior Wealth Advisor
Lori Simpkins
Operations Manager
Nancy Harrison
Client Relationship Manager
Shannon Chirlo
Client Relationship Manager
Alex Smith, MBA
Business Development Manager
Drew Morse
Creative Lead and Office Manager
Financial Advisors Based in Lakewood, Serving Clients Across Colorado
WealthClarity is based in Lakewood, Colorado, and serves individuals and families throughout the Denver metro area, including Denver, Golden, Wheat Ridge, Arvada, and surrounding communities.
Our relationships are not limited by geography. We also work with clients elsewhere in Colorado and across the United States, with both in-person and virtual meeting options available.
Whether you’re searching for a financial advisor in Lakewood, looking for more comprehensive wealth management, or considering a change from your current firm, our team can help you evaluate what comes next.
What to Look for in a Financial Advisor
Credentials and investment experience matter, but choosing a financial advisor also involves finding the right relationship.
We encourage prospective clients to ask these questions. Understanding how a financial services firm operates can help you determine whether its investment philosophy, service model, and approach to client relationships are appropriate for you.
Before selecting an advisor, consider questions such as:
- Will my investments be managed within the context of my broader financial goals?
- How will my advisor help me manage risk?
- Does the firm provide ongoing portfolio oversight?
- Can my advisor coordinate with my CPA and estate planning attorney?
- Who will I work with if my primary advisor is unavailable?
- How does the firm’s approach change as I approach retirement?
- How is the advisor compensated?
- Will the relationship evolve as my wealth becomes more complex?
Speak With a WealthClarity Advisor
Meet the people who could become part of your financial team and discover how WealthClarity approaches wealth management, investment management, retirement planning, tax planning, estate planning, and long-term wealth strategy.
