Steven Goodell is a CFP® with 14 years of industry experience, currently serving at Endeavor Private Wealth, Inc. in Boulder, CO. He previously worked at Wells Fargo Clearing and LPL Financial. Outside of advising, he has partial ownership in Aztec Brothers, LLC. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million across discretionary and non-discretionary accounts. The firm employs a mix of active and passive strategies and offers services including investment and wealth management, financial planning, and fiduciary and non-fiduciary plan sponsor services.

Patrick Funk is a CFP® affiliated with Endeavor Private Wealth, Inc. in Boulder, CO, with six years of prior experience at Charles Schwab and additional roles in financial and corporate sectors. He joined Endeavor Private Wealth in 2025 and is part of a four-advisor team. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to individuals, families, institutions, and businesses. The firm employs tax-aware, risk-adjusted asset allocations combining active and passive strategies and offers both wrap fee programs and separately managed account platforms.

Ava Allen is a Series 66-licensed financial advisor with Endeavor Private Wealth, Inc. in Boulder, Colorado, bringing four years of industry experience. Her background includes nearly a decade at Wells Fargo Clearing and a prior role at Olisamra Inc. Outside of her advisory work, she is involved in managing rental properties with immediate family members. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million across discretionary and non-discretionary accounts. The firm employs a risk-adjusted, tax-aware investment approach that combines active and passive strategies, utilizing in-house management, independent managers, and specialist sub-advisors.