TEL.(303) 470-1209

Meet Your Team

KUMMER FINANCIAL STRATEGIES 2018 TEAM MEMBERS

Our staff is available to assist you Monday – Friday from 8:15 a.m. to 5:00 p.m. Email is a convenient way to communicate with us and is strongly encouraged. You may also leave a voice mail message after hours and we will return your call the following business day (Please note that we cannot accept trade instructions through email or voicemail.)

Feel free to contact us at any time and ask anyone for assistance.

Pat strives to provide objective, unbiased insight into the areas of financial decision-making. She specializes in the planning process, and only then helps a client select the appropriate vehicle to match their financial goals. She...

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Brett Lapierre, CFA®

Senior Investment Strategist

(303) 470-1209

(303) 470-0621

Brett joined Kummer Financial in 2015, bringing over 20 years of industry experience to his duties at KFS. He heads up the Investment Committee and is responsible for developing and maintaining the firm’s asset allocation models...

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Paula joined the KFS team in 2013. She earned her CFP® certificant designation in January 2016. She is a member of the financial planning team at KFS. She passed the CFP® Exam in March 2013 and the CPA exam in 1994. Paula is an...

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Eric Haberkorn

CFP® Wealth Advisor

(303) 470-1209

(303) 470-0621

Eric joined Kummer Financial in 2016, bringing over 15 years of financial planning and wealth management experience to KFS. Eric comes to KFS from a well-known discount brokerage firm and he also worked as a financial planner with a...

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Elisabeth Burk

Senior Operations Manager

(303) 470-1209

(303) 470-0621

Elisabeth is the Operations Manager for KFS, joining in 2014, and provides Operations and Compliance solutions and service for our clients. She has over 10 years of operations, compliance, and investor relations experience, working...

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Chelsea Lobato

Senior Client Service Associate

(303) 470-1209

(303) 470-0621

Chelsea joined Kummer Financial in 2017, bringing three years of industry experience including financial planning, and client relationship management. She has worked with a large financial institution in Denver and Milwaukee. Chelsea...

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Audrea Sullivan

Client Service Associate

(303) 470-1209

(303) 470-0621

Audrea joined Kummer Financial in 2016, bringing three years of industry experience including operations, account administration, and client relationship management. She has worked with Registered Investment Advisors and financial...

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Nick D'Onofrio

Senior Investment Associate

(303) 470-1209

(303) 470-0621

Nick D’Onofrio joined Kummer Financial Strategies in 2016 with experience trading futures and is currently working in trading operations and investment research. Nick earned his Bachelors of Chemical Engineering from the...

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D. D. Tucker

Administrative Assistant

(303) 470-1209

(303) 470-0621

DD is the Office Receptionist/Coordinator supporting the KFS team, clients and keeping the KFS website current. Her diverse background includes working with several major banks and non-profit organizations. DD is pleased to assist you...

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Cindy Nead

Administrative Assistant

(303) 470-1209

(303) 470-0621

Cindy provides administrative support to the KFS professionals in their service to our clients. She joined the KFS team in 2011. Cindy brings a wealth of experience from her 19 years in the financial services industry including seven...

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