Broker Check

Meet Your Financial Advisor - Derick Harris

Derick Harris, ChFC®, CRPC®

Wealth Manager, Investment Advisor Representative, Registered Representative

385-217-6669

303-730-3058

derick@dolemanwealth.com

As your financial advisor, I have over 20 years of industry experience, to help clients achieve their financial goals.  I have spoken to hundreds of clients and advisors across the country on a variety of topics from; financial planning and income planning to distribution planning and more advanced financial planning techniques.

The last 10 years, via public speaking and one-on-one consultations, I have guided hundreds of financial advisors to find the right solutions for their clients, and now I get to help my clients directly.  This experience allows me to avoid the common mistakes I have seen over and over and draw upon my experience to build unique plans and solutions that help clients meet their unique goals.

My ability to offer a wide range of solutions for my clients, allows me to structure a flexible and transparent fee/cost structure that fits all budgets and clients.

My practice focuses on:

  • comprehensive financial planning
  • investment management,
  • retirement income planning,
  • advanced planning techniques
  • insurance review and planning

Originally from Granby, Connecticut, Derick attended Syracuse University, where he received a bachelor’s degree, and Westminster College in Salt Lake City, where he received a master’s degree. Outside of my financial planning practice, I enjoy Skiing, golf, coaching and playing lacrosse, mountain biking, and spending time with my wife of 25 years Jori and our three kids; Isabel, Emily and Jack.

To discuss your unique financial goals or for more details on the services Derick offers:

Schedule a Zoom call

Schedule an In-Person meeting

or

Send Derick an Email

*please see below for important disclosure including fee schedule availability.

Jessica Nofire

Advisor Support

720-283-2121

jessica.nofire@dolemanwealth.com

Jessica joins Doleman Wealth with a previous background in retail banking and bank operations. In her 16 years in the banking industry, Jessica has worked one-on-one with new and existing customers, specializing in new account origination at a branch level, as well as fraud analysis and prevention at an organizational level. Connections are important to Jessica, and she loves meeting and getting to know new people, finding something in common with almost everyone she meets. She is excited to be a part of the Doleman Wealth family and looks forward to her future with Kim and the team.

As a recent transplant to the Denver area from South Central Kansas, Jessica is thrilled with the beautiful mountain views. She loves spending time outdoors, camping with her family, rowing, hiking, and finding any possible way to be on the water. She is also a singer and loves the world of barbershop harmony, theatre, and plays multiple instruments. Jessica is a proud aunt and loves spending time with her friends and family, road trips, and collegiate sports.  

Stu Sandberg

Practice Manager

720-283-2121

stu@dolemanwealth.com

I joined Doleman Wealth Management as Practice Manager in February 2022 after working in a similar capacity for Baystate Financial in Wakefield, MA. My wife and I relocated from the Boston area in late 2021 to be closer to our adult children. 

My background has always revolved around the world of personal finance. For several years, I ran a Financial Advisory practice where I served individuals and small business clients around the country. While living in the Chicago area and prior to starting my advisory practice, I was employed in the tax department of a multinational corporation. 

My goal with Doleman Wealth is to support Kim and Derick and aid the continued growth of the practice. In addition, I hope to provide clients of Doleman Wealth Management the benefit of my insight and experience in personal financial issues.  

I received my undergrad degree from the University of Minnesota in Minneapolis and MBA from the Keller Graduate School in Chicago. I also attended classes in advanced taxation studies at DePaul University. I attained my CFP designation and was licensed as a Registered Investment Advisor while I ran my advisory practice. 

We like to stay active - that is one of the big reasons we’ve moved to Colorado. Skiing & hiking are high on the list of favorite activities.  

My wife & I are Minnesota natives and live in Denver in the Sloan’s Lake / Highlands area with our dog, Minnie. Our kids (both Miami-Ohio grads) live nearby with their dogs and are often co-conspirators in our outdoor pursuits.