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 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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David T Martin

Wealth Advisor

(303) 470-0621

As a wealth advisor at our Highlands Ranch location, David assists clients with overall Financial Planning, portfolio management, and retirement income planning. David has 18 years of experience in the financial services industry where...

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Michelle Freres, CFP®

Associate Wealth Advisor

(303) 470-1209

(303) 470-0621

As a wealth advisor, Michelle works with a senior wealth advisor to develop personalized wealth management solutions for each client. She creates individualized, comprehensive financial plans for clients that include recommendations on...

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Jesse Maggio, CFP®

Associate Wealth Advisor

(303) 470-1209

(303) 470-0621

Jesse joined the team in February 2018. He brings over 6 years of experience in financial planning, banking and client relationship management. Jesse’s past experience has enabled him to effectively advise clients around cash...

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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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Kathy Riggs

Client Service Associate

(303) 470-1209

(303) 470-0621

Kathy joined Kummer Financial in 2018. She brings over 20 years of financial services experience, including financial planning, retirement planning and client services management. She has worked with firms in California as well as...

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Rebecca Henry

Client Service Associate

(303) 470-1209

(303) 470-0621

Rebecca joined Kummer Financial in 2018 with experience in client relationship management and financial services. She graduated with Cum Laude from West Texas A&M with a Bachelors of Business Administration with an emphasis in finance,...

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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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