Denver, CO Office

Garrett Gunberg is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Personal Capital Advisors for 10 years, followed by roles at Empower Financial Services and Empower Advisory Group. Garrett is based in Denver, CO. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers sub-advisory services, serving a large client base through advisor-led and online platforms.

Thomas Shull II is a financial advisor at Edelman Financial Engines in Denver, CO, holding Series 65 and Series 66 credentials with one year of industry experience. He previously worked at Empower Financial Services, Inc. and its affiliated advisory groups from 2016 to 2026. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, providing diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary investment options.

Kevin Kuptz is a CFP®-credentialed financial advisor with four years of industry experience, currently with Edelman Financial Engines in Denver, CO. His prior roles include positions at Vertigo Real Estate Ventures LLC and Empower Advisory Group. He also has a background in catering through Front Range Catering Company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolio management and retirement solutions across a wide range of account types.

Summer Verdugo is a financial advisor at Edelman Financial Engines with four years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services and Stifel Nicolaus. Outside of her advisory role, she owns and operates SUMoutdoorAdventures, an e-commerce business focused on design. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner guidance and online tools, offering a range of discretionary and non-discretionary investment solutions.

Lindsay Whetton is a financial advisor at Edelman Financial Engines with 32 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at TIAA-CREF, OppenheimerFunds, and Envision Financial Systems. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, managing diversified model portfolios with a long-term investment approach.

Leo Lauterbach is a financial advisor at Edelman Financial Engines with five years of industry experience. He has previously worked at Personal Capital, Empower Advisory Group, Empower Financial Services, and Omni Financial. He holds a Series 65 designation. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services for individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management options.

Ronnie Dawson II is a financial advisor with Edelman Financial Engines in Denver, CO, holding a Series 65 credential and one year of industry experience. His prior roles include positions at Edgerock Wealth Management, US Bank, and Janus Henderson Investors. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and long-term orientation.

Timothy Chapman is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds a Series 65 designation and has worked previously at Empower Advisory Group and Personal Capital Advisors. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Alfred Einstein is a financial advisor at Edelman Financial Engines with a Series 65 designation and four years of industry experience. He has previously worked at Empower Financial Services, Empower Advisory Group, and Personal Capital Advisors Corporation. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Courtney Davis is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Edelman Financial Engines and has previously worked at Schwab Wealth Advisory, Inc. and Charles Schwab in various advisory roles. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services for individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options focused on diversified portfolios and long-term strategies.

Matthew Tomeny is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Personal Capital - Empower. Outside of his advisory role, he is an independent musician who writes and produces his own music, occasionally generating streaming royalties. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.