Gary Shirman is a financial advisor at Boulder Wealth Advisors, LLC with 25 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Boulder Wealth Advisors in 2021, he worked at Ludwick & Shirman, LLC for 24 years. Boulder Wealth Advisors offers personalized financial planning and discretionary investment management to a diverse client base including individuals, families, trusts, and charitable organizations. The firm manages approximately $338 million in assets and employs a range of investment strategies including model portfolios and third-party tax-aware and overlay solutions.

Michael Hake is a CFP® professional with 20 years of industry experience, currently serving at Boulder Wealth Advisors, LLC since 2021. Prior to this, he spent nine years at Pacific Investment Management Company LLC and PIMCO Investments LLC. Boulder Wealth Advisors provides personalized financial planning and discretionary investment management to individuals, families, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm manages approximately $338 million in client assets using diversified model portfolios and incorporates third-party tax-aware and option overlay strategies in its investment approach.