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

Director of Client Services and Registered Representative
Casey Hay

Casey Hay

Client Service Associate

Investments
Scott Kubie

Scott Kubie

CFA®

Senior Investment Strategist
Brett Carson

Brett Carson

CFA®

Director of Research
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
Wealth Enhancement Group
Patrick Carter

Patrick Carter

CPA

Private Client Planning Manager
Sarah Duey

Sarah Duey

JD, CTFA, CAPⓇ

Vice President, Trust Services
Jamie Hopkins

Jamie Hopkins

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

Director of Retirement Research
Chris Oppliger

Chris Oppliger

CPA

Director of Tax Planning
Mark Petersen

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning
Erin Wood

Erin Wood

CFP®, CRPC®

Vice President, Wealth Planning
Ryan Yamada

Ryan Yamada

Planner
Research Department
Jake Bleicher

Jake Bleicher

CFA®

Equity Analyst
Brett Carson

Brett Carson

CFA®

Director of Research
Jeff Harris

Jeff Harris

Trading Operations Analyst
Todd Knott

Todd Knott

Senior Institutional Trader
Alyssa Zuck

Alyssa Zuck

Trading Specialist