Join us in welcoming seasoned financial management advisor Kelly Fraser to the team! Wambolt & Associates is pleased to announce that Kelly Fraser has joined the advisory team as a Senior Wealth Management Advisor. Kelly has over 18 years of investment advising experience serving clients in the financial services industry. She has a strong portfolio...

We are pleased to announce that Shelby McGuire has joined our talented team of professionals as a Wealth Management Advisor. “We are very excited to have Shelby on the team,” said Jeff Wambolt, Chief Operations Officer. “Shelby’s genuinely engaging approach creates a rewarding experience for her clients and colleagues.” Shelby has seven years of experience serving...

We are pleased to announce that Jovi Rodriguez has joined the Wambolt Family as a Junior Wealth Management Advisor and Analyst. Jovi joins us from J.P. Morgan Chase Bank, where he supported private investment clients with financial planning, account maintenance and clear communication. He also worked with a broad spectrum of retail and wealth management...

Please join us in welcoming Lindsey Miller to the Wambolt Team! Lindsey brings her distinct client-advocacy perspective to Wambolt, where she’ll execute outreach strategies to engage our clients in activities that build and secure wealth. This extends to directing clients to the right specialists and educational resources to help each individual and family achieve their...

The newest friendly face at Wambolt & Associates is Kara Fontaine! Kara’s welcoming personality is perfectly complemented by a performance-driven work ethic. You’ll see her hard at work keeping all aspects of the office running smoothly, from client communications and in-person visits to technology support. Part of Kara’s job is to anticipate what comes next....

The team at Wambolt & Associates is excited to welcome one of its own into the fold, Jeff Wambolt. Jeff brings 17 years of experience making financial lifestyles better for clients and business owners across the western United States. He has spent years earning peoples’ trust in as little as those few moments it takes to...

As a recent graduate of CU Boulder, majoring in both Finance and Accounting, Giulia joined our team this month as a Financial Paraplanner. However, she has been a part of the team since 2016, spending two summers with us as an intern. Her forward thinking and fresh, young perspective will bring a wealth of knowledge...