OUR MISSION
To assist clients to live their life by design, not by default.
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...
Joel Evans joined Colorado West Investments after 15 years of experience as a financial advisor. Prior to that he spent many years in business and the financial industry. Joel enjoys assisting and advising individuals and families to...
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...
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....
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...
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...
Will Hodgkins graduated in 2019 with a bachelor’s degree in finance from Western Colorado University and then went on to earn a master’s degree in finance with an investment management emphasis from the University of...
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...