Aspen Creek Wealth Management, LLC

James Underwood is a financial advisor with Aspen Creek Wealth Management, LLC, holding a Series 65 credential and 16 years of industry experience. His prior roles include positions at Virtue Capital Management, Tyler Wealth Management, and his own firms, J.D. Underwood Wealth Management, Inc. and J.D. Underwood Insurance Strategies, Inc. Outside of investment advising, he is involved in marketing and sales of insurance and 403(b) products, and assists clients with online estate planning through a separate business activity. Aspen Creek Wealth Management provides discretionary portfolio management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, business owners, and plan sponsors. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and uses mutual funds, ETFs, equities, fixed income, and third-party managers in its portfolio implementations.

Richard Macciola is a financial advisor at Aspen Creek Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Tyler Wealth Management and Primerica Advisors. Outside of his advisory role, he is a licensed loan originator with Nexa Mortgage and also works as a realtor with Realty One Group Central. Aspen Creek Wealth Management provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, business owners, and plan sponsors. The firm employs a range of analytical methods and collaborates with third-party managers while maintaining final responsibility for client accounts.

Michael Morrow is a financial advisor at Aspen Creek Wealth Management, LLC with 20 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Tyler Wealth Management, LLC. Outside of his advisory role, Mr. Morrow serves as President of Aspen Creek Wealth Strategies, where he oversees operations and markets fixed insurance products, and he is a board member and advisor for MDM Permian, Inc. Aspen Creek Wealth Management serves individuals, business owners, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm employs diversified investment strategies, uses multiple analytic techniques, and often acts as a manager-of-managers through formal co-provider relationships.

Kelly Fasterling is a financial advisor with Aspen Creek Wealth Management, LLC, holding a Series 65 designation and eight years of industry experience. Prior to joining Aspen Creek Wealth Management in 2024, she worked at Tyler Wealth Management and Horter Investment Management. Outside of her advisory role, she is president of Golden Eagle Alliance, an oil and gas drilling company, and is involved in real estate investing and life insurance advisory activities. Aspen Creek Wealth Management provides discretionary portfolio management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, business owners, and plan sponsors. The firm employs fundamental, technical, charting, and cyclical analysis, implementing portfolios primarily through mutual funds, ETFs, equities, and fixed income, while also utilizing third-party managers and an investment committee arrangement.

Michael Dotti is a financial advisor at Aspen Creek Wealth Management, LLC with three years of industry experience. Prior to his advisory career, he worked for nearly three decades at North Country Family Practice PA. He is also involved in private investment partnerships and serves as a life insurance agent. Aspen Creek Wealth Management provides discretionary portfolio management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, business owners, and plan sponsors. The firm employs a variety of analytical methods and offers access to third-party managers while maintaining responsibility for client portfolios.

William Tyler Jr. is a CFP® and ChFC® with 29 years of experience in financial advising. He is currently with Aspen Creek Wealth Management, LLC and previously led Tyler Wealth Management, LLC and Tyler Financial Network. In addition to his advisory work, he is an independent insurance agent. Aspen Creek Wealth Management provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, business owners, and plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis and collaborates with third-party managers while maintaining final responsibility for client accounts.

Robert Borchert is a financial advisor at Aspen Creek Wealth Management, LLC in Colorado Springs, CO, holding a Series 65 designation. He joined Aspen Creek Wealth Management in 2025 and has prior experience spanning various business ventures including executive roles in landscaping, equipment rental, real estate brokerage, and insurance sales. Outside of his advisory role, he is involved in managing a landscaping business and real estate-related companies. Aspen Creek Wealth Management provides discretionary portfolio management, financial planning, consulting, and retirement plan advisory services to individuals, high-net-worth clients, business owners, and plan sponsors. The firm employs multiple analytical approaches and works with third-party managers, serving also as a co-provider or OCIO for client portfolios.

Colton Jackson is a financial advisor at Aspen Creek Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked with Tyler Wealth Management LLC and Desert Rose Capital Management, Inc. Outside of his advisory role, he owns Jackson Financial Inc., a financial consulting and insurance business, and is a partner in OmniCrete LLC. Aspen Creek Wealth Management provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, business owners, and plan sponsors. The firm employs a variety of investment analysis methods and collaborates with third-party managers while retaining final responsibility for client portfolios.