Date:
15 posts in
Chad Williams, CFP® CPWA®
Senior Wealth Advisor
After beginning his career with American Express Financial Advisors, Chad spent 14 years with CIMCO Private Wealth overseeing the investment committee, developing relationships with clients, helping them through key financial decisions and was the COO of CIMCO from 2007 to 2012. In May of 2014, Chad joined Aveo Capital Partners as a Private Wealth Advisor….
Michael Thompson
Senior Wealth Advisor, Partner
For more than 20 years, Michael has been working with affluent families helping them make more informed decisions about their financial future. After practicing law for nearly ten years, Michael decided to pursue his finance degree and joined Merrill Lynch in 2000. Michael has a very strong work ethic and dedication to his clients. These…
Sean Henderson, CIMA®
Senior Wealth Advisor, Partner
Sean has spent over 20 years providing affluent clients with advice and guidance in managing their financial affairs. He began his business career working for Kraft Foods and growing their various business lines throughout major markets in the United States. In 2000, Sean decided to enter into the Financial Services industry working for Merrill Lynch…
Michael Beermann, BFA®
Senior Wealth Advisor, Partner
Michael began his career in Financial services in 1988 with American Express, including extensive experience at First Data Corporation providing advice and counsel to large financial institutions across the nation. In 2004, Michael was recruited by Merrill Lynch and began his wealth management career. In 2011, he co-founded Aveo Capital Partners in partnership with Brian…
Brian Rorick, CFP®
Senior Wealth Advisor, Partner
Born and raised in Ft. Wayne, Indiana, Brian graduated from the business school at Indiana University with degrees in Accounting and Computer Information Systems. Brian went on to earn his CPA license while working at Ernst & Young in Indianapolis, IN. After meeting his wife, Beth, Brian moved to Denver and shortly after began his wealth…