Michael is our most senior Wealth Strategist and has been with us since 2017. Since 2018, he has been head of case design and planning, showcasing his exceptional leadership abilities and commitment to our clients. As a Registered Representative, he brings invaluable expertise with a deep understanding of the financial landscape to the WD Wealth Strategies team. 

Eric brings a wealth of experience and expertise to our team. With a diverse background in the financial industry and a Chartered Financial Analyst (CFA) designation, Eric has excelled in various roles throughout his career. With his experience as a Research Analyst and a Regional Vice President, Eric has honed his skills in investment analysis, portfolio management, and client relationship building. 

Sarah provides insight into the needs of our clients to ensure they receive excellent service. She has a Bachelor's in Biology and Chemistry from CU Denver. Her strength lies in her analytical, organizational, creative problem solving, and active listening skills that fuel her passion to serve others. She has experience in a variety of fields, including financial, medical, and community service, which provide a unique perspective and value to our team.