Financial Advisors and Wealth Managers in Greenwood Village, CO and Colorado Springs, CO
Contact us today to learn more about what our award-winning team can do for you.
Accolades:
Our Greenwood Village, CO Office
Contact
Phone: 303.534.9328
Fax: 720.492.1318
Location
8490 E. Crescent Pkwy.
Suite 110
Greenwood Village, CO 80111
Business Hours
Mon - Fri (8AM - 4:30PM)
Sat - Sun (Closed)
Contact
Phone: 719.359.9450
Location
90 S Cascade Ave.
Suite 1130
Colorado Springs, CO 80903
Business Hours
Mon - Fri (8AM - 4:30PM)
Sat - Sun (Closed)
Our Team
Kate Redden
Regional Director, Partner
Meet Kate >
Kate Redden
CFP®, ChFC®, CKA®
Regional Director, Partner
Kate Redden is a Financial Advisor/Partner at Merit Financial Advisors. She works one-on-one with clients to help them reach their financial goals using interactive financial planning software and implementing customized investment strategies. Prior to joining the team in 2017, Kate was a Financial Advisor for 16 years at Ronald Blue & Co. (now Ronald Blue Trust), an independent, fee-only wealth management firm based in Atlanta, GA.
Kate earned her BA in Business Administration from Rhodes College where she was awarded the Wall Street Journal Departmental Award in Finance. Kate is a CERTIFIED FINANCIAL PLANNER™ certificant (CFP®) and also holds the Chartered Financial Consultant designation (ChFC®). She is a Certified Kingdom Advisor (CKA®) and has been involved with the Kingdom Advisors organization since its inception in 2003. She holds the Series 7, 63 and 65 licenses as well as various insurance licenses. She is currently pursuing the Certified Divorce Financial Advisor (CDFA®) designation to better serve people going through this life transition.
On the Personal Side:
Kate grew up as the daughter of a Delta airline pilot in Atlanta, GA. Due to the flight privileges, she was fortunate to be able to travel extensively during her life and still loves to see new parts of the world whenever possible. She has visited most of the fifty states in the continental U.S. and four out of seven continents. She even spent some extended time living and traveling in the Middle East in 1999.
When she and her husband, Stephen, relocated to Denver in 2009 with their two sons, Ethan and Andrew, she knew she was home! They moved to Denver to start New Denver Church where Stephen is a pastor and Kate volunteers on the production team. Kate also serves on the advisory board of The National Christian Foundation of Colorado.
Something You May Not Know:
Kate grew up riding and showing horses and when her dad retired from Delta, they relocated to a 60,000 acre working cattle, sheep and guest ranch in Wyoming. While Kate was living on the ranch in 2000, the movie director, Tony Scott, and a huge crew from Hollywood came to the ranch to film a Marlboro commercial.
Kate’s sister and brother-in-law still operate the family ranch and Kate enjoys participating in a true, Old West cattle drive with her boys in the summer.
Danielle Bonilla
Regional Operations Director
Meet Danielle >
Danielle Bonilla
Regional Operations Director
Danielle Bonilla is the Regional Operations Director at Merit. With more than a decade in the financial services industry, Danielle provides a deep background of all facets of client service and operations to our firm. With key responsibilities of strategic planning and account research and resolution, Danielle ensures personalized service is given to each client and their families.
Additionally, she is responsible for developing and implementing firm processes, as well as, mentoring and training our staff.
Danielle holds her FINRA Series 6 and 63 licenses, as well as Life and Health insurance. Prior to joining our team, Danielle worked as a Client Service Associate serving retirement plan sponsors, plan trustees and participants with their employer sponsored retirement plans. Danielle is committed to continuous growth and eagerly accepts the challenge of learning and understanding industry changes and regulations.
On the Personal Side:
On the personal side, Danielle has been married to her husband, Jorge for almost 20 years. A Colorado native, Danielle and her husband are raising their two children in Castle Pines, CO. Outside of the office, you may see Danielle, driving in her children’s carpool group or volunteering at her children’s school. Danielle believes that teachers are everyday superheroes, and they hold a special place in her heart. Danielle has recently started a personal campaign to "Adopt-a-Teacher."
While Danielle was younger, it was a family tradition to gather and bake several recipes handed down through the generations. Rice Pudding, Biscuit Pie and Buttermilk Pie are some of Danielle’s favorite quick desserts. The holiday season is Danielle’s favorite time of year, as it gives her an excuse to bake her favorite cookie recipes.
Something You May Not Know:
Did you know that Danielle and her husband met after she dialed the wrong phone number? Remembering that she forgot to tell her co-worker about a customer request, Danielle briskly dialed “work” to pass on the quick message…she never reached the office, rather Jorge picked up the line!
Claire Swierczek
Client Service Associate
Thomas Williams
Wealth Manager
Meet Thomas >
Thomas Williams
Wealth Manager
Tom Williams is a Wealth Manager for the Colorado Springs office. He works directly with clients to provide comprehensive financial planning and customized investment strategies. In addition, he provides guidance in establishing life planning goals, especially around retirement transition. Prior to joining the team in 2020, Tom was a financial advisor and trust officer with a wealth management and trust company in Houston, TX for over 12 years.
Tom earned his BS in Technology as well as his MBA from the University of Houston. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and has more than 20 years of experience in investments, financial planning and trust administration.
On the Personal Side:
Tom spent most of his life in Houston, Texas. Thanks to vacations in Colorado and his wife’s early years living in Colorado, his love for the state and the beauty of the outdoors, he finally moved here in 2020.
While in Houston, Tom served as a Board member of several non-profit organizations including Avondale House, an agency that provides educational services to children with Autism, and the Houston Estate and Financial Forum. He looks forward to serving more non-profit organizations in Colorado Springs. He is also very active in his church.
Tom enjoys working on cars, fishing and a variety of outdoor activities. One of his favorite activities is participating with his wife in running and triathlon events.
Something You May Not Know:
During college, Tom was a cheerleader. He found the best way to view his University of Houston Cougar football team was from the field, on the cheerleading squad.
Kunal Patel
Wealth Manager
Meet Kunal >
Kunal Patel
Wealth Manager
Kunal collaborates on the process of financial planning and spends the majority of his time creating and executing financial strategies for our clients. He has seven years of experience in the financial sector, working for firms including TD Bank, First Bank, and Fidelity Investments through the independent, wire house, and bank channels. He has been registered to offer securities since 2022. Kumal feels that these roles, each with a different set of skills and levels of difficulty, have given him a thorough understanding of what his clients need.
Kunal grew up in North Carolina and now spends his time exploring the Rocky Mountains. He is an avid adventurer who spends much of his time hiking, mountain biking, and sampling all of the cuisines available in the frontier state.
His main focus is working in tandem with clients to help ensure they receive adequate information during the planning and implementation phase. Kunal is enthusiastic about educating people on how to manage their finances wisely while giving them the tools they need to live the lives they desire.
Taja Werner
Client Service Manager
Chad Stevens
Wealth Manager
Meet Chad >
Chad Stephens
CFP® C(k)P® CPFA®
Wealth Manager
Chad Stevens is a Wealth Manager at Merit Financial Advisors. He graduated from Leeds School of Business at the University of Colorado at Boulder in the spring of 2019 and passed the Certified Financial Planner (CFP®) Board exam on his first attempt just months after graduation.
Chad’s primary focus is to provide excellent service to every participant of the retirement plans we serve. He works with business owners to develop retirement plans that are most effective for them and their employees.
In addition, Chad utilizes his knowledge from the CFP® board exam to build intricate financial plans that aim to evaluate every aspect of an individual or family’s financial life. This includes investment analysis, cash flow management, risk mitigation, estate planning, education planning, and retirement planning.
On the Personal Side:
Chad is all about the outdoors, growing up in North Carolina and Georgia gave him his first taste of mountain activities. From snowboarding & winter camping to fly fishing and hiking, he enjoys them all. But what he loves most is spending time with friends and experiencing nature while off-roading in his jeep. After a day on the trail, Chad enjoys hanging around a campfire in the mountains with his friends. When he’s not outside you can find Chad at the local climbing gym or volunteering with his church.
Something You May Not Know:
Chad enjoys long road trips to far away places from driving across the country and neighboring countries to flying around the world for a road trip across Australia. He plans to continue traveling to different places and experiencing diverse cultures around the world.
Barbie Cottrell
Branch Operations Administrator
Our Financial Solutions
Financial Planning
We create personalized financial plans that adapt to your life’s twists and turns. By understanding your unique needs, we help you make smart decisions that support your goals now and in the future.
Wealth Management
Our wealth management strategies are all about growing and protecting your assets. We’ll work together to build a plan that makes sense for you, so you can confidently navigate the ups and downs of the market.
Life Transitions
Life is constantly changing, but that doesn't mean your financial goals have to. Whether it’s retirement, divorce, a career change, or widowhood, our team is here, ready to tackle whatever transition you are preparing for or already are experiencing.
Insurance Planning
Life happens—our insurance planning services help protect what matters most. We’ll find the right solutions to safeguard your assets and provide peace of mind for you and your loved ones.
For Businesses
Running your business is both a joy and a challenge that deserves careful planning and guidance. We’ll work closely with you to understand your business’s unique challenges and opportunities and offer customized strategies to address them.
Your Path to
Financial Success
Tailored financial plans that cater to your unique needs and goals
Expert guidance and strategies backed by years of industry experience
Wide range of services, including retirement planning, investment management, and tax planning
Frequently Asked Questions
At Merit Financial Advisors, we specialize in managing complex financial portfolios. Our team of experts uses a comprehensive approach to provide sophisticated solutions tailored to your diverse investment, business, and real estate holdings. We ensure every aspect of your wealth is strategically managed to meet your unique needs.
All of Your Financial Questions, Answered.
Give Us a Call
The Details
Understanding Financial Planning
Financial planning is a comprehensive process that helps set and achieve long-term financial goals. At Merit Financial Advisors, we assess your current financial situation and create tailored strategies for saving, investing, and managing your wealth. Our advisors ensure your plan is aligned with your goals, providing ongoing support and adjustments as needed.
Types of Financial Planning Services We Provide
At Merit Financial Advisors, we offer a comprehensive range of financial planning services designed to meet your unique needs:
- Financial Planning: Comprehensive analysis of your financial health, including budgeting, savings strategies, and debt management to build a strong financial foundation.
- Wealth Management: Personalized investment management to grow and preserve wealth, continuously monitoring and adjusting to optimize performance.
- Estate Planning: Creating wills, trusts, and legal documents to ensure your assets are distributed according to your wishes and minimize tax liabilities.
- Insurance Planning: Identifying and mitigating financial risks with life, disability, and long-term care insurance to protect you and your family.
- Retirement Planning: Setting retirement goals, estimating future expenses, and creating savings plans to ensure a secure and comfortable retirement.
Why You Need a Financial Advisor
- Expertise: Specialized knowledge in financial planning, investment management, and wealth management.
- Customized Plans: Tailored financial plans to meet your specific needs and goals.
- Access to Financial Products: Wide range of financial products and services, including advanced investment strategies and estate planning tools.
- Ongoing Support: Continuous guidance to keep you on track with your financial goals.
- Commitment to Service: Personalized service and continuous support for achieving and maintaining financial success.
Finding the Right Financial Advisor in Greenwood Village and Colorado Springs
- Certifications: Look for CERTIFIED FINANCIAL PLANNER® or Chartered Financial Analyst® designations.
- Reviews: Check online reviews and client testimonials.
- Experience and Expertise: Evaluate their background and the services they offer.
- Fiduciary Duty: Required to act in the best interests of clients.
- Transparency and Communication: Clear and honest about fees and services.
- Approach: Understand their strategy for financial planning and investment management.
How Financial Advisors Can Help You Achieve Your Goals
Financial advisors create customized financial plans tailored to your individual needs and goals. They offer ongoing support and guidance, ensuring your plan adapts to life changes and market fluctuations. At Merit Financial Advisors, we provide comprehensive advice and support to help you achieve financial success. Our team makes informed decisions during significant life events and maintains focus on your long-term goals.
Overview of Merit Financial Advisors
Merit Financial Advisors enriches clients' lives with personalized financial planning and wealth management. Our team includes CFP®s and CFA®s who excel in managing complex portfolios, optimizing taxes, and developing estate plans. We provide detailed, tailored plans addressing all aspects of your financial life, ensuring your success with confidence and clarity.
Merit’s Service Areas Outside of Greenwood Village, CO and Colorado Springs, CO
Our service areas include:
- Cherry Hills Village
- Lone Tree
- Centennial
- Castle Pines
- Highlands Ranch
- Englewood
Achieve Financial Success with Merit Financial Advisors
Merit provides expertise, personalized planning, and ongoing support to achieve your financial goals. Our services in Greenwood Village, Colorado Springs, and surrounding areas include advanced investment management, tax optimization, and estate planning. Partnering with Merit ensures comprehensive financial solutions tailored to your unique needs, guiding you to long-term success with confidence and clarity.