To assist clients to live their life by design, not by default.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Back in 1991, a strapping young southern boy found himself in the wild west. With a young family in tow, Kevin left his job at a national investment firm on the Gulf Coast to start a new life in western Colorado. That is when...
What do Bill Gates, Rachael Ray, Kobe Bryant and Betty Tomlinson all have in common?
If you guessed excellent dance moves, that would be true....
Michael Murphy graduated in 2009 with a bachelor’s degree in finance from the University of Northern Colorado and later went on to earn an MBA degree at the University of Colorado Denver. He spent the first part of his career in...
Kyle is an Indiana native and received a Bachelor of Science degree from Purdue University and a Ph.D. in chemical engineering from University of Colorado. He and his family relocated to Montrose from Bend, Oregon where he was employed...
Associate Wealth Advisor
Todd was born in Denver and raised in western Nebraska. After high school, Todd lived in New Zealand as a foreign exchange student. He then went on to earn his Bachelor's degree in Exercise Science - Sports Medicine from...
Attorney At Law
Lincoln graduated from the University of Kansas School of Law and was admitted to the practice of law in Colorado in 1983. After five years in private practice in the Denver area, focusing on civil rights litigation, he left the legal...
Chief Financial Officer, CPA, Branch Administrator
Noelle DeJulio brings over 10 years of accounting experience to the Colorado West Investment Team. She graduated with a bachelor’s degree in accounting from McNeese State University in 2008. She became a certified CPA in 2014....
Client Relationship Manager
Client Service Associate
Leanna Harrington joined Colorado West Investments after working in retail banking for 15 years in various roles. Her strengths are in customer service and developing relationships with the clients she assists. Leanna is a native of...
Client Services Associate
Kelly Thorn joined our team as the Director of First Impressions. She has more than a decade of administrative experience that aid her in maintaining the daily functions of the office and provide our team and clients any needed...
After pursuing a BFA in Graphic Design from Rocky Mountain College of Art & Design in Denver, Melanie came back home to be near family. She brings multiple years of administrative experience to our team, as well as, a design and...