Our financial advisor in Aurora, CO has made a personal commitment to help clients solve their toughest financial challenges and realize their greatest ambitions. Our goal is the same as yours: To help guide you to a place of financial clarity and confidence, so that you can focus on the things that really matter. We are honored to serve Colorado and deliver investment management, financial planning, retirement income planning, and tax planning services to local families.
Amy joined WealthSource Partners in February 2016 as an Independent Wealth Advisor. Amy started her financial services career in December of 1998 at Marathon Investment Management, Inc. where she worked as a Financial Planner until December of 2015. Prior to her departure, Amy formed her own investment advisory firm, A.M. Financial for which she served as the Managing Member. Amy graduated from the Metropolitan State University of Denver in 2005, where she obtained her Bachelor of Science Degree in Finance, and shortly thereafter became a Certified Financial Planner™ in 2006. After experiencing a divorce firsthand, she subsequently earned her Certified Divorce Financial Analyst designation in order to offer a thorough evaluation in the unique, complex, and underserved field of divorce settlement planning.
Amy is an active member of the Financial Planning Association and the Colorado Collaborative Divorce Professionals organization and regularly attends meetings of the Colorado Bar Association and the Colorado Women’s Bar Association (she is not a licensed attorney and does not provide legal advice).
Amy stays busy when away from work spending time with her three children and all the beauty and activities Colorado has to offer.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Divorce financial and/or transition services offered through A.M. Financial. WealthSource does not offer or provide divorce financial and/or transition services. A.M. Financial and WealthSource are independent and unaffiliated entities.
Independent Wealth AdvisorCFP®, CDFA®
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients’ success.
FInancial Planning AssociateCFA
David has a passion for helping to improve peoples’ financial lives and advising clients on their financial futures.
Prior to joining WealthSource, David was a Workplace Planning Consultant with Fidelity Investments. He worked with 401(k) participants and helped hundreds of clients define their key retirement goals and explore appropriate strategies to reach them. His focus was primarily on savings, income, and cash flow management in the years leading up to retirement.
Previously, David was a Financial Advisor with Bank of the West, with clients throughout Northern Colorado. He specialized primarily in income planning through strategies involving investing and annuity solutions to help generate steady retirement income.
David graduated from Colorado State University, earning a degree in Business Administration with a concentration in Finance. He is a Chartered Financial Analyst® (CFA®) Charterholder and member of CFA® Society Colorado. Outside of the office, David enjoys playing golf and following Denver sports. He lives in Parker, CO with his wife and their two dogs.
The Aurora WealthSource team is dedicated to helping you rise to the challenges and opportunities you face, today and tomorrow.
Our team of planners will evaluate your financial situation and help guide you to a place of clarity, confidence, and action.
Turn the money you have saved into a lifestyle you want. Our team can help you navigate around inflation, taxes, market fluctuations, and other obstacles that stand in the way of the retirement you deserve.
Our Estate Planning strategies are designed to help you minimize the tax burden and protect your wealth for future generations. We work with your attorney to implement your estate plan from start to finish.
We offer customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your expenses and taxes.
Our team can help you make sense of the tax laws, suggest strategies designed to lower or eliminate tax bills, and optimize financial and life decisions to help you potentially keep more of your money.
All investing involves the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. WealthSource Partners, LLC is not a law firm and does not provide legal advice. You should consult with your legal and tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.
Chris Shea, Chief Investment Officer of WealthSource, takes a look at the August 2022 Markets. Check back each month to learn more! ...09.15.2022
Join Chief Investment Officer of WealthSource, Chris Shea, as he takes a look at the July 2022 Markets. Check back each month to learn more! ...08.17.2022