Your Valorem Financial Team

We are a group that is inspired day in and day out to help our clients make informed decisions about their money while building lasting, multi-generational relationships based on trust, integrity and superior client service. Please take a moment to learn a little more about each of us and how we got to be the team we are today.

Meet our Colorado Team       Meet our National Team

Wealth Advisors
Theodore Swenson

Theodore Swenson

CFP®, AAMS

Co-Founder & Wealth Advisor
Kim Gieseler

Kim Gieseler

CFP®, RICP®

Co-Founder & Wealth Advisor
Alexa Brascetta

Alexa Brascetta

Wealth Advisor
Operations
Heidi Schoenberger

Heidi Schoenberger

Relationship Manager & Registered Representative
Renee Boulger

Renee Boulger

Operations Manager
Casey Hay

Casey Hay

Client Experience Coordinator
Investments
Saumen Chattopadhyay

Saumen Chattopadhyay

CFA®, CPA

Senior Vice President, Investment Platform
Scott Kubie

Scott Kubie

CFA®

Senior Investment Strategist
Jessica Golson

Jessica Golson

CIPM

Director of Platform Operations
Rick Jaster

Rick Jaster

CFA®

Director, Systematic Equities
Nick Joyner

Nick Joyner

Senior Investment Analyst
Patrick Sittner

Patrick Sittner

Portfolio Strategist
Advanced Solutions Team
Patrick Carter

Patrick Carter

CPA

Private Client Planning Manager
Sarah Duey

Sarah Duey

JD, CTFA, CAPⓇ

Vice President, Trust Services
Michael Gruidel

Michael Gruidel

Paraplanner
Jamie Hopkins

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Director of Retirement Research
Brett Murray

Brett Murray

Wealth Planning Administrator

Chris Oppliger

Chris Oppliger

CPA

Director of Tax Planning
Mark Petersen

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning
Beth Schanou

Beth Schanou

JD

Director of Wealth and Estate Planning
Krista Thompson

Krista Thompson

Senior Wealth Planner
Russ Van Belle

Russ Van Belle

Insurance Specialist
Erin Wood

Erin Wood

CFP®, CRPC®, FBS®

Vice President, Wealth Planning
Ryan Yamada

Ryan Yamada

Planner
Research Department
Saumen Chattopadhyay

Saumen Chattopadhyay

CFA®, CPA

Senior Vice President, Investment Platform
Brett Carson

Brett Carson

CFA®

Director of Research
Alex Blankenburg

Alex Blankenburg

Associate Trader
Jake Bleicher

Jake Bleicher

CFA®

Equity Analyst
Kellie L. Duffy

Kellie L. Duffy

Senior Trader, Registered Rep.
Jeff Harris

Jeff Harris

Mergers & Acquisitions Analyst
Todd Knott

Todd Knott

Senior Institutional Trader
Jordan Pieper

Jordan Pieper

Trading Specialist
Drew Reisdorff

Drew Reisdorff

Senior Trader
Kaleigh Sanders

Kaleigh Sanders

Trading Operations Analyst
Matthew (Matt) Smith

Matthew (Matt) Smith

Senior Trader
Kevin Zlomke

Kevin Zlomke

Director of Trading
Alyssa Zuck

Alyssa Zuck

Trading Specialist, Registered Rep.