Greenwood Village, CO Office

Andrew Dodds is a CFP® professional with 35 years of experience in the financial advisory industry. He is the principal advisor at Dodds Wealth, LLC, where he has worked since 2022, following a long tenure at LPL Financial and Dodds Wealth Management Group. He is also involved with Dodds Tax, LLC, an affiliated tax services entity. Dodds Wealth advises individuals, employer-sponsored retirement plans, trusts, and estates, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation centered approach using equities, ETFs, and mutual funds, tailoring portfolios to client needs and managing accounts on both discretionary and non-discretionary bases.

Brent Lee is a financial advisor at Dodds Wealth, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Equity Advisor Solutions. He is also involved with Dodds Tax, LLC, an affiliated entity providing tax preparation services. Dodds Wealth advises individuals, employer-sponsored retirement plans, trusts, and estates with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm uses an active, asset-allocation focused approach incorporating equities, ETFs, and mutual funds, tailoring portfolios to client profiles and time horizons.

Brennan Pate is a CFP® and holds a Series 66 license with 13 years of experience in the financial industry. He has worked at LPL Financial and Dodds Wealth Management Group before joining Dodds Wealth, LLC, where he currently serves as an advisor. Dodds Wealth, LLC advises individuals, employer-sponsored retirement plans, trusts, and estates with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation centered investment approach using equities, ETFs, and mutual funds, tailoring portfolios to client needs and managing roughly $706 million in assets.

Dean Norsworthy is a financial advisor with Dodds Wealth, LLC in Greenwood Village, CO, holding Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at LPL Financial and All-Phase Concrete Construction, Inc. He provides investment advisory and financial planning services through Dodds Wealth, an independent registered investment advisory firm. Dodds Wealth advises individuals, including high-net-worth clients, retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement-plan consulting, and limited investment consulting. The firm employs an active, asset-allocation centered approach using equities, ETFs, and mutual funds, tailoring portfolios to client profiles and managing accounts on both discretionary and non-discretionary bases.

John Dodds is a CFP® with nine years of industry experience. He is currently a financial advisor at Dodds Wealth, LLC, where he has worked since 2022. Prior to that, he was associated with LPL Financial and Dodds Wealth Management Group. He is also involved with Dodds Tax, LLC, an affiliated tax services entity. Dodds Wealth, LLC advises individuals, including high-net-worth clients, retirement plans, trusts, and estates, providing portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation centered investment process using equities, ETFs, and mutual funds, tailoring portfolios to client profiles and time horizons while offering both discretionary and non-discretionary account management.

Natalie Ford is a financial advisor at Dodds Wealth, LLC with one year of industry experience. She holds a Series 66 credential and previously worked at LPL Financial and the University of Denver. Dodds Wealth advises individuals, employer-sponsored retirement plans, trusts, and estates, providing portfolio management, financial planning, retirement-plan consulting, and limited investment consulting. The firm uses an active, asset-allocation centered approach with equities, ETFs, and no-load mutual funds, managing roughly $706 million in assets.