It is our greatest satisfaction to serve our clients by creating customized wealth management plans that are founded on communication, trust and listening to unique life experiences. Once we understand your individual needs, then we can begin to create a realistic plan to accomplish your long-term goals.
Formerly part of Brown and Tedstrom Inc., our team of independent, fee-only investment advisors have an impressive track record of over 30 years of financial leadership and ongoing customer satisfaction tailored to high net-worth clients. We are proud to be a top financial advisor firm in Denver.
With our main office in Denver, but serving clients across the country, Tedstrom wealth management clients are privately guided through a trademarked Wealth Empowerment Process™ that is both performance-based and personal. Whether you’re in need of financial planning, expert investment advice, diversification strategies, liquidity or retirement planning, with Tedstrom you can count on financial clarity, strategy and discipline—paired with a highly personalized approach.
We’re all working differently these days and our team is working together to serve you. Whether you prefer to meet by video conference, outdoors or in person (socially distanced of course), we’re here for you!
Amy King is a veteran in the financial services industry, starting her career at Bank One as a teller in college. She has more than 27 years financial industry experience from insurance and banking to investment management and financial planning. Most recently, Amy came to us from Bessemer Trust Company, N. A. where she was a Client Account Manager for ultra-high net worth families.
Amy is a Colorado native, an Up With People Alum and a graduate of the University of Northern Colorado. On the weekends, she is very busy with her three active teenagers and enjoys camping, hiking and water skiing. Amy is also passionately involved in her church and is the founder of a local non-profit fitness chapter.
Ben Michalski got started in the investment management industry in January of 2012 after receiving a BS in Finance from the University of Wisconsin Milwaukee. After 2.5 years with Edward Jones he felt the mountains calling and decided to relocate to Denver in September of 2014. While in Colorado, Ben built upon this foundation working as a mutual fund wholesaler with Transamerica for 5 years. When not at work, Ben enjoys snowboarding, camping, playing guitar, and cooking.
Rebekah attended college at Arkansas Tech University and studied business and finance. Post college, Rebekah worked in merchandising as a buyer and replenishment manager where she learned skills to manage her staff, handle multiple ongoing tasks and efficient and clear communication with vendors and clients. Rebekah’s financial experience began with LPL in 2014 working as a Branch Operations Manager and bookkeeper. She was responsible for onboarding of new advisors and their bookkeeping requirements. After working with several financial advisors which required a variety of administrative skills, Rebekah accepted a position with Tedstrom Wealth Advisors as Advisor Assistant. Her experience, positive attitude and administrative skills have made her an invaluable part of the team at Tedstrom Wealth Advisors.
Rebekah has three children, three grandchildren and a Corgi named Bentley. Her hobbies include horseback riding, kayaking, camping and cooking.
David joined Tedstrom Wealth Advisors (formerly Brown & Tedstrom) in 2016 as the Staff Accountant. He has more than 22 years of experience in the financial services industry. In 2017 he was promoted to Director of Operations and is responsible for Compliance, Operations and Accounting.
A graduate of Western State Colorado University with a bachelor’s degree in Business Administration, David went on to serve as a United States Naval Officer and is a 17-time decorated Veteran of Foreign Wars.
David, his wife Andrea and their son Jacob, love skiing and snowmobiling in the winter, and hiking, biking, camping and boating in the summer. They are also music festival and street fair enthusiasts and avid Denver Broncos fans.
Barbie Cottrell joined Tedstrom Wealth Advisors in the Spring of 2018. She is our Director of First Impressions and is responsible for scheduling client meetings, managing the company calendar and running the office, directing phone calls, keeping the team organized and making all our clients feel like family. Barbie has owned a bookkeeping company for the past 28 years with clients that have included high-end property management companies, real estate companies and private clients.
Barbie was raised in Aspen, Colorado and, as a single mother, she successfully raised twin boys who are currently attending the University of Colorado. She moved to Denver in 2017 and enjoys skiing, hiking, yoga, concerts and spending time with her family and her Basset Hound, Duke.
We look forward to meeting you! Our main office is located at: Tedstrom Wealth Advisors1999 Broadway, Suite 1415Denver, CO 80202
Our phone number is (303) 996-6514.
LPL Financial is one of the nation’s leading financial services companies, the largest independent broker/dealer in the nation* and a publicly traded company on the NASDAQ under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.
*As reported in Financial Planning Magazine, June 1996-2019, based on total revenue.
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*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. The 2018 Colorado Biz awards based on reader votes of companies they would trust to take care of their colleagues and friends. The 2016 DBJ Top Investment Managers and Financial Planners award is based on total assets managed. Barron's Top 100 Independent Financial Advisors is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.