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Matthew K

CFP®, Series 66

Boulder, CO

Gold Medal Waters, Inc.

Matthew Kelley is a CFP® with 23 years of experience in the financial industry. He has been with Gold Medal Waters, Inc. in Boulder, CO since 2004. Gold Medal Waters provides discretionary and non-discretionary investment management, wealth management, and financial planning to individuals, retirement plans, charitable organizations, and businesses. The firm emphasizes long-term strategic asset allocation primarily through mutual funds and incorporates research from third-party providers, including Vanguard and Dimensional Fund Advisors, to tailor portfolios to client goals and risk tolerance.

Wealth management
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David D

CFP®, Series 65

Boulder, CO

Gold Medal Waters, Inc.

David Day is a CFP®-certified financial advisor with 10 years of industry experience. He has been with Gold Medal Waters, Inc. since 2017 and previously worked at Diversified Asset Management, Inc. from 2014 to 2016. Gold Medal Waters provides discretionary and non-discretionary investment management, wealth management, and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm emphasizes long-term strategic asset allocation primarily through mutual funds, tailoring portfolios to client goals, risk tolerance, and tax considerations.

Wealth management
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Maryan J

Series 66

Boulder, CO

Gold Medal Waters, Inc.

Maryan Jaross is a Series 66 licensed advisor with 20 years of industry experience. She has been with Gold Medal Waters, Inc. in Boulder, CO since 2008, where she serves as one of three advisors at the firm. Gold Medal Waters provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, charitable organizations, and businesses. The firm employs a long-term, strategic asset allocation approach primarily using mutual funds and offers both discretionary and non-discretionary portfolio management alongside ongoing financial planning and plan-level consulting.

Wealth management
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