About the Board

The Board is comprised of employees from the major financial services firms located here in Denver. Their intent is to facilitate the exchange of ideas and perspectives among members regarding industry-wide best practices for financial consultants and advisors using guest speakers, continuing education programs and various other resources.

Officers 

President Name:  Trish Morris Firm:  Wachovia Securities  Phone:  303-488-2438 E-Mail:  trish.morris@wachoviasec.com		Vice President Name:  Paula Boyka Firm:  Raymond James & Associates  Phone:  303-200-1440 www.frontrangefinancialconsulting.com E-Mail: paula.boyka@raymondjames.com ww
Treasurer Name:  Katherine Berke Firm:  Life Certain Wealth Strategies Phone:  303-793-3394 E-Mail: kberke@lifecertain.com		Secretary Name:  Caroline Hansen Firm:  Wachovia Securities Phone:  303-488-2429 E-Mail: caroline.hansen@wachoviasec.com

Board Members

	Betsy Thorpe AG Edwards/Wachovia Securities 303-763-8300 elizabeth.thorpe@agedwards.com
	Michelle "Shellee" Contardy Smith Barney 303-572-4045 michelle.conrardy@smithbarney.com
	Marilyn Weaver Presidential Brokerage 303-694-1600 mweaver10406@aol.com
	Leah Ryan Sun Life Financial 303-564-9010 laryan@slfd.com
	Wendy Woods, CFP Financial Planner Nexus Financial Services, Inc. 303-972-1111 wendyw@nexusfinancialservices.com