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Roberto D
Series 63, Series 65
Boulder, CO
Bonsai Advisors LLC
Roberto Dechellis is a financial advisor with Bonsai Advisors LLC in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes 12 years at Allianz Life Financial Services and Allianz Life Insurance Company of North America. He has been with Bonsai Advisors LLC since 2021 and involved with Bonsai, LLC since 2019. Bonsai Advisors LLC offers discretionary portfolio management, comprehensive financial planning, and model-portfolio services to a select client base including individuals, trusts, estates, charitable organizations, and business entities. The firm uses proprietary software to document investment strategies and employs a broad range of asset classes, conducting periodic account reviews and utilizing third-party platforms for trade execution.
Michele O
Series 63, Series 65
Boulder, CO
Bonsai Advisors LLC
Michele Osterberg is a financial advisor at Bonsai Advisors LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bonsai Advisors LLC since 2022. In addition to her advisory role, she is an independent consultant selling skincare products with Rodan + Fields. Bonsai Advisors LLC provides discretionary portfolio management, comprehensive financial planning, and model-portfolio services to a limited client base including individuals, trusts, charitable organizations, and businesses. The firm uses proprietary software to create Investment Policy Statements and offers access to third-party money managers as part of its investment approach.
Amy S
Series 66
Boulder, CO
Bonsai Advisors LLC
Amy Smith is a financial advisor at Bonsai Advisors LLC in Boulder, CO, holding a Series 66 designation with 13 years of industry experience. She previously worked at TIAA-CREF for 26 years before joining Bonsai Advisors and Purshe Kaplan Sterling Investments. Bonsai Advisors LLC provides discretionary portfolio management, comprehensive financial planning, and model-portfolio services to individuals, trusts and estates, charitable organizations, and business entities. The firm manages client assets using proprietary software for Investment Policy Statements and offers access to third-party money managers and TAMPs as part of its services.
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