Firm President + Financial Planner
Our fearless leader, Ali has lived in Colorado all his life. While he devotes his working hours to helping clients achieve financial freedom, during “off-hours” he can be found spending time with family + friends. He’s married to his equally fearless and flawless — his words — wife, Jill; with whom they are raising two accomplished children: Izak + Nadia. When he’s not busy skiing or coaching all the things for his kids, you can catch him reading something written by a former Navy Seal or by Malcom Gladwell.
Andrew is another rare Colorado native, but got a taste of the midwest during his collegiate stint at Northwestern College. Andrew’s passion lies in educating all ages, economic ranges + backgrounds about the inner-workings of successful financial practice. He and his loveable wife Becca can be found working on the ever-growing list of home renovation projects (he’s quite the woodworker!) or traveling — any tips on where to explore next?
Dir. of Operations & Investments
Byron hails from the sweeping landscapes of the Four Corners. He’s lived along the Front Range since his college days at Colorado College and has been learning the language of finance from Ali for over 10 years! With a Masters from Georgetown, Byron’s an ept student with a mind for detail. When he is not enjoying good quaff with his witty, Sommelier husband Aubrey you can catch him reading some ancient biography by Adrian Goldsworthy or something like A Darker Shade of Magic.
Client Relationship Manager
Yet another Colorado native — how lucky are we?! Bella’s obvious talents + can-do attitude thrust her into the financial industry with BWA and she is rocking it. Organized and being an excellent communicator, makes her an intrugurl part of our team. In her spare time, you’ll find Bella feeding the other side of her brain — she’s a gifted artist and painter! Fun fact: her favorite animal is a… PIG. Oink.
Client Relationship Associate
Savannah’s roots are the oddly captivating + serene Western slope of Colorado. Savannah loves that finance doesn’t have to be “scary” and her abilty to personally connect with just about everyone helps our team puts clients at ease during the planning process. After attending Colorado State University, she road tripped around Canada + the West Coast in a self-converted sprinter van! More recently, you’ll find her eating at one of Denver’s many health-focused eateries.
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