Leadership

President

Flatirons Financial Planning/Northwestern Mutual
7206872750

Vice President

Diversified Asset Management, Inc.
303 440-2906

Secretary

BMO Wealth Management
303-476-0362

Treasurer

Origin CPA Group
303-444-2240

Programs/Programs Chair

Elevations Credit Union
303-247-8895

Membership Chair

Weinberger Law LLC
720-588-9830

NAEPC Board Member

Hartman Axley, CLU
720 941-9703

Past President

Bedford Wealth Advisors
303 499-8800

Past President

Midwest Trust Company
303 444-9060

Past President

Cornerstone Investment Advisors, LLC
303 545-5400

Past President

AMG National Trust Bank
303 447-8877

Past President

Hofgard & Associates, PC
303 449-0055

Past President

Longmont Community Foundation
303 678-6555

Past President

Lynn Kuykendall, Attorney
303 494-3252

Past President

Vivant Financial Services
(720) 797-5967

Past President

Midwest Trust
303 444-9060

Past President

Nielsen & Company, PC
303 579 1511

Past President

O'Brien Law P.C.
303 443-2626

Past President

Osgood & Osgood LLC
303 442-0165

Past President

Porter Insurance Agency, Inc.
303 926-7012

Past President

Caplan and Earnest, LLC
303 443-8010

Past President

Stover & Spitz, LLC
303 682-0433

Past President

NewWest Advisors
303 415-2525 x102

Past President

Varra Financial Counsultants
303 665-2822

Executive Director

Boulder County Estate Planning Council
720-252-6109

The unathorized use of the information contained in the member directory is expressly prohibited.