Top financial advisors working with widows and widowers in Denver, CO

Zack Gutches is a CFP® professional with five years of industry experience, currently serving as the sole advisor at True Riches Financial Planning in Denver, CO. His prior roles include positions at Brighton Jones and Deloitte & Touche LLP. In addition to his advisory work, he provides consulting on financial well-being and company benefits through LearnLux and offers tax preparation services to his firm’s clients. True Riches Financial Planning is an independent, fee-only firm serving individuals and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm provides tailored financial plans and portfolios that incorporate both passive and active strategies, including socially responsible options, and offers tax preparation as an affiliated accounting service.

Max Demby is a financial advisor with LPL Financial in Denver, CO, holding a Series 66 designation and two years of industry experience. His prior work includes six years at Albert Frei and Sons, Inc. and two years at Ernst and Young, LLP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by research and model portfolios.

Jeffrey Collyer is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has nine years of industry experience. He has worked at Bankers Life Securities Inc. since 2016 and Bankers Life and Casualty since 2013, where he also serves as a unit sales manager recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Stacey Fujiwara is a financial advisor with Edward Jones in Denver, CO, holding Series 63, Series 65, and Series 66 licenses. She has 20 years of industry experience, including prior work at Restoration Hardware from 2015 to 2018 and with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Martye Bailey is a financial advisor with Primerica Advisors in Denver, CO, holding Series 63 and Series 65 licenses and has 23 years of industry experience. He has been affiliated with Primerica Advisors, Primerica Financial Services, and Nite Sky Electrical since 2002. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm employs a wrap-fee structure and uses third-party asset managers with oversight from an independent consultant and delegates trading responsibilities to BNY Mellon Advisors.

Tracey Hayes is a ChFC® and Series 66 licensed financial advisor with 14 years of industry experience. She has been with Edward Jones in Albemarle, NC since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Glenn Evans is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing personalized financial strategies to a diverse client base. His clients include corporate executives in pharmaceutical, technology, and real estate sectors, business owners, attorneys, medical professionals, widows, members of the LGBTQ community, and extended families across more than 20 states. Glenn’s approach centers on understanding each client’s unique goals and challenges, with an emphasis on planning-based wealth management and legacy strategies. Before joining Merrill, Glenn held senior corporate development and strategy roles at Fortune 500 companies and served as a mezzanine lender to middle market businesses. He holds an MBA from Harvard Business School and a Bachelor’s degree from Amherst College. Glenn’s professional credentials include the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Chartered Retirement Planning Counselor (CRPC™) designation, and Certified Plan Fiduciary Advisor (CPFA™) designation. He is an Advisory Member of the Association of African American Financial Advisors and serves as a Trustee of The Kappa Guide Right & Scholarship Fund of Montclair, supporting leadership development and scholarships for local high school seniors. In addition to his advisory work, Glenn contributes as a pro bono consultant to nonprofit organizations focused on arts and education and participates in the Harvard Business School Club of New York Community Partners Initiative. He resides in Livingston, New Jersey, with his daughter and enjoys activities such as biking, hiking, running, swimming, photography, music, genealogy, and traveling.

Catherine Curtis is a CFP® professional with 13 years of experience in financial planning. She is the sole advisor at Curtis Financial Planning, an independent firm she has led since 2013 in Oakland, CA. Curtis Financial Planning provides fee-only financial planning and investment management to individuals, families, and small-business owners, with a focus on the financial planning needs of women. The firm employs a strategic asset allocation process using diversified portfolios and operates as a fiduciary, offering educational seminars and maintaining a business continuity agreement with another fee-only advisory firm.

Tyler Legault is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He has been with Fidelity Investments since 2020, progressing from Financial Representative to Investment Consultant before his current position. Tyler works with a diverse clientele including retirees, young professionals, and widows or widowers. His approach focuses on building confidence in financial plans to help clients navigate changing lifestyles and economic conditions. Tyler emphasizes the use of visual tools to educate clients, aiming to help them stay focused and organized during regular check-ins and plan reviews. He holds a California Insurance License, supporting his ability to advise on insurance matters. Outside of his professional responsibilities, Tyler has interests in baseball, football, movies, pets, traveling, and volunteering.

William Binder is a financial advisor with BKB Financial Advisors, LLC in Menlo Park, CA, holding a Series 65 designation and 20 years of industry experience. He has operated as a self-employed advisor since 2001. Outside of financial advising, he owns a consulting engineering sole proprietorship that provides product development, business development, engineering, and project management services, though he is currently not active in this business. BKB Financial Advisors provides customized financial planning and consulting to individuals and families across life stages, focusing on retirement planning, seniors, and clients facing major life events such as loss or divorce. The firm emphasizes client education and participation, offers hourly fee-based advice without managing or custodying assets, and provides specialized services including divorce financial planning and estate-document support.