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Deborah D

Series 65

Lakewood, CO

Normandy Capital Management, LLC

Deborah Duemling is a financial advisor with Normandy Capital Management, LLC in Denver, CO, holding a Series 65 designation and over 20 years of industry experience. She has been with Normandy Capital Management since 2009 and has worked as a CPA through her own practice since 1983. Normandy Capital Management serves individuals, including high-net-worth clients, trusts, estates, pensions, and businesses by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs an asset-allocation framework combining fundamental, technical, charting, and cyclical analysis, and offers client education through seminars and group enrollment meetings.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting Approaching retirement Baby Boomers (Born 1946-1964)
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Derek L

CFP®, Series 65

Lakewood, CO

Normandy Capital Management, LLC

Derek Landis is a CFP® and holds a Series 65 license, with eight years of experience in the financial advisory industry. He has been with Normandy Capital Management, LLC since 2018 and previously worked at the University of Sioux Falls from 2013 to 2018. Normandy Capital Management serves individuals, including high-net-worth clients, as well as pensions, trusts, estates, charities, and other businesses. The firm provides investment management, financial planning, and retirement-plan advisory services, using an active asset-allocation framework guided by written Investment Policy Statements and incorporating fundamental and technical analyses to construct diversified portfolios.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting Approaching retirement Baby Boomers (Born 1946-1964)
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David P

Series 63, Series 65

Lakewood, CO

Normandy Capital Management, LLC

David Partheymuller is a financial advisor at Normandy Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Normandy Capital Management and related entities since 2006, as well as Geneos Wealth Management since 2007. Normandy Capital Management serves individuals, including high-net-worth clients, trusts, estates, pensions, and businesses by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs an asset-allocation framework informed by fundamental, technical, charting, and cyclical analysis, and emphasizes active management tailored to each client’s Investment Policy Statement.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting Approaching retirement Baby Boomers (Born 1946-1964)
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John A

Series 63, Series 65

Lakewood, CO

Normandy Capital Management, LLC

John Anderson is a financial advisor at Normandy Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Normandy Capital Management since 2006, also affiliated with Normandy Insurance Services and Geneos Wealth Management. Normandy Capital Management serves individuals, pensions, trusts, estates, charities, and businesses, managing approximately $67.9 million in discretionary assets across roughly 180 clients. The firm employs an active, asset-allocation approach within written Investment Policy Statements and provides investment management, financial planning, and retirement-plan advisory services, including participant education and group enrollment meetings.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting Approaching retirement Baby Boomers (Born 1946-1964)
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Charles P

CFP®, Series 65

Lakewood, CO

Normandy Capital Management, LLC

Charles Partheymuller is a CFP® certificant with nine years of industry experience. He has been with The Normandy Group, now Normandy Capital Management, LLC, for the past ten years. He holds the Series 65 designation and is based in Lakewood, Colorado. Normandy Capital Management serves individuals, including high-net-worth clients, as well as pensions, trusts, estates, charities, and businesses. The firm uses an active asset-allocation approach guided by written Investment Policy Statements and provides investment management, financial planning, and retirement-plan advisory services to roughly 180 clients with approximately $67.9 million in discretionary assets.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting Approaching retirement Baby Boomers (Born 1946-1964)
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