Team Approach – Client Focus
BSW Wealth Partners is a team: financial and investment professionals with broad-based experience and expertise derived from the diverse and successful careers within the financial, tax and legal industries.
Our firm culture reflects not only the collegial working environment that has always been part of our business, but also the team approach used to take care of clients. It is the responsibility of the client’s team, as a whole, to ensure that you receive the high standard of financial and investment advice, service, and personal care and attention that is the hallmark of BSW Wealth Partners.
For another look at how BSW Wealth Partners strives to provide clients with the best service possible, please download the article published in the Boulder County Business Report.
Elias Bachmann
Elias joined the firm in late 2009 as a Senior Portfolio Manager. Prior to joining the firm he helped manage a…
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Debi Baydush
Debi Baydush is the founding principal of BSW Wealth Partners. Debi served as the BSW Chief Investment Officer…
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Yiwen Chen
As Portfolio Mechanic and Reporting Specialist, Yiwen provides analytical and quantitative support to the BSW…
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Sarah Goodroad
As the Office Manager at BSW Wealth Partners, Sarah helps with day-to-day operations and provides support to every…
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Ashley Humphreys
As the Manager of Client Services at BSW Wealth Partners, Ashley is here to help with our client’s daily needs, whether it…
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Alexandra Martella
As Executive Support Specialist at BSW Wealth Partners, Alexandra Martella helps to ensure client satisfaction through…
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Sam Napp
In his role as Planning Associate, Sam supports the entire Advisory Team by providing analyses for clients that ensure…
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Tina Ottersberg
Tina, an Advisor with the firm, focuses on helping clients navigate their financial world and the numerous paths that…
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Raliegh Riddoch
As an Advisor, it is Raliegh’s role to work with clients in finding appropriate solutions for the many complex financial…
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Matthew Samek
As Portfolio & Operations Manager for BSW Wealth Partners, Matt supports the advisory team in the management…
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Craig Seidler
Craig is one of BSW Wealth Partners’ two Senior Portfolio Managers. He works with Advisors to ensure that each portfolio…
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Drew Simon
As a managing principal of the firm, Drew is responsible for promoting the health and development of BSW Wealth…
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Casey Verbeck
Casey Verbeck is Director of Business Development for BSW. He is responsible for client and colleague outreach…
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Ben Weaver
Ben is a Senior Advisor and managing principal of BSW Wealth Partners. In this role, he helps our clients solve…
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Tim Wojtalik
As an Adviser, Tim focuses on shepherding clients through the process – and every one is unique – of identifying their personal…
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David Wolf
David Wolf is a managing principal of BSW Wealth Partners and Chief Investment Officer. David leads BSW’s investment…
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