Broker Check

Meet your Financial Advisor - Kim Doleman

Kimberly Doleman

Wealth Manager, Investment Advisor Representative, Registered Representative

720-283-2121

303-730-3058

kim@dolemanwealth.com

As your financial advisor, I have over 20 years of experience in the financial and health care industries.  I have the ongoing pleasure of servicing four generations of clients over these years.  My experience as an enlisted US Army Veteran and a practicing Registered Nurse has given me an added desire to help others.  In addition to addressing a client’s complete picture for their path to life and financial success, I have created a special niche within my business model which helps veterans and the physicians and nurses who care for others.  By developing custom lifetime financial plans with investment solutions, I get to serve and give back to those who help humanity.

The clients I serve are:

  • those enjoying retirement
  • high net worth individuals
  • Millennials, Gen X, and Gen Z’ers looking to start a path to a successful financial future
  • young growing business and industrial professionals
  • professional business entities

I offer a flexible fee schedule* with both hourly and fee-based schedules and make several different options* available to you.

My business practice focuses on:

  • risk and objective based allocation planning
  • financial and retirement income planning
  • investment management services and solutions
  • insurance options including life, long term care, and disability
  • through free* educational seminars I enjoy educating organizations and the public

My free time is spent exploring the Colorado Rocky Mountains with my friends and family, traveling, gardening, summer nights at Red Rocks Amphitheater, and celebrating Football Sundays.  In addition, I also practice as a Board Certified Medical Surgical Registered Nurse at a local Denver hospital.

“I treasure your dreams because I am lucky enough to be living my own dream, the opportunity to help others with their health and finances.”

My biggest supporters are my husband, Josh and young daughter Daisy.  They remind me daily about the important things in life.

Schedule a meeting with Kim Doleman, Investment Advisor Representative, for more details.
*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.