Wealth Manager

• Sep 2008 - Present

Our mission is pretty straightforward - we want to make sure that after each conversation, you feel an increase in control and a decrease in anxiety. While not all of our clients are doctors, the majority of our clients come to us from the medical field due to our experience working with high incomes and our deep understanding of strategic benefit and retirement options for physicians. Areas Where We Can Help​: Debt Management, Education Planning, Estate Planning, Practice Management, Retirement Income, Risk Management & Insurance, Investment Portfolios, Retirement Planning, Tax Planning, Asset Protection, Employee Benefits, Charitable Giving Accredited Asset Management Specialist™ Gold Medal Waters, Inc. (GMW) is a fee-only financial advisory firm that serves individuals, families, foundations and company retirement plans such as 401(k)s and 403(b)s. We started out as a small independent firm in Boulder and recognize that the growth and success we are experiencing is a direct result of maintaining our core values and our focus on serving physicians. GMW is a Registered Investment Advisor (“RIA”) located in the State of Colorado providing investment advisory services and related services for clients nationally. As of today, we mainly operate throughout Colorado and Illinois. With the aid of teleconferencing, our financial advisors and CFP®s increasingly work with clients all over the United States. We maintain all applicable registration and licenses as mandated by the various states in which GMW conducts business, as applicable. GMW renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Show less

Board member

• Jan 2012 - Present

Chair, Publicity

• 2011 - 2018

Board Member

• 2008 - Dec 2012

We offer services that are useful to seniors in our community and their families We offer services that are useful to seniors in our community and their families

President

• Jan 2006 - Dec 2011

Promote the arts in the City of Louisville. Chair, Louisville Art in the Park

Chair, Louisville Art in the Park

• 2005 - 2010

Established a new sculpture garden for the City of Louisville in Community Park

Chair, Jewish Business Fair

• 2008 - 2011

Board Member

• 2009 - 2010

President

• Sep 2004 - Dec 2009

Marketing plans, collateral for small businesses Marketing plans, collateral for small businesses

Financial Consultant

• Feb 2003 - Aug 2004

Stock broker, financial planning, insurance broker Stock broker, financial planning, insurance broker

President

• 1990 - 2002

Marketing plans and collateral for small businesses Marketing plans and collateral for small businesses

Marketing Communications Manager

• 1980 - 1989

Supported Office Automation group in Educational Services in Maynard/Parker Street Supported Office Automation group in Educational Services in Maynard/Parker Street

Program Coordinator

• 1977 - 1978