We Bring You a Dedicated Approach
Rooted in Our Colorado Upbringing
Gary Shirman, ChFC
Founder, Managing Partner - Financial Advisor
Michael Hake, CFP®
Managing Partner - Financial Advisor
Rudy Rudolph, CPA
Financial Consultant
Andrea Guderian
Operations Manager
Erica Hake
Compliance Specialist
Stacie Craddock
Compliance Consultant
Melinda Bradley
Service Coordinator
Based in Boulder, Colorado, our team cherishes many of the same things our clients do: the outdoors lifestyle, traveling, and spending time with family and friends. A life well lived.
For over 25 years, we have been committed to helping our clients enjoy life more. We do this by removing complexity in your financial life. With a planning-first mentality, we work with you to define your goals and craft a roadmap forward. We don’t believe your finances need to be complicated, which is why we designed our own financial planning software called Life On A Page™, where you can see your financial roadmap all on one page.
At Boulder Wealth Advisors, we care. We’re committed to you. And we’re here to help however we can.