CALIFORNIA CONSUMER - Key Persons
Job Titles:
- Member of the Branch Office Support Team
- Technology Specialist
Job Titles:
- Member of the Branch Office Support Team
Heather brings over 15 years of experience in the financial industry. She assists with the day-to- day operations of BWM, and strives to make each client's experience positive, professional and efficient. Her goal is to provide an exceptional level of service and to make sure clients know how much they are appreciated on both a professional and personal level.
She is a Colorado native and enjoys the outdoor activities Colorado offers. She grew up skiing the slopes at Winter Park/Mary Jane, and loves to hike, bike, ski, snowshoe, and camp.
With over 30 years of industry experience, Ted Blanchard has dedicated his career to helping clients manage their wealth. While he thrives in a spectrum of financial disciplines, Ted specializes in crafting custom asset management strategies for investors. As Partner of the firm, he draws on his years of experience at respected firms like Janus Funds, US Bank, UBS, and Morgan Stanley, where he achieved the title of Wealth Management Director.
A graduate of the University of Denver, Ted earned his Bachelor of Science in Business Administration, and Ted is a Chartered Retirement Planning Counselor (CRPC®).
Ted enjoys mountain biking, golfing, tennis, and spending time with his wife and kids.