Our Team
Kimberly Doleman
Wealth Manager, Investment Advisor Representative, Registered Representative
(303) 730-3058
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 for the past 20 years. My focus is on addressing a...
Derick Harris
Wealth Manager, Investment Advisor Representative, Registered Assistant
(303) 730-3058
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...
Megan Benson
Registered Operations Professional
Megan started her career in the financial industry in 2017, working in Operations in the back office of a Broker/Dealer and RIA. Megan enjoyed working with advisors and assisting them in any way she could. Megan feels that working in...
Stu Sandberg
Financial/ Portfolio Analyst
Stu joined Doleman Wealth Management as Practice Manager in February 2022 after working in a similar capacity for Baystate Financial in Wakefield, MA. Stu and his wife relocated from the Boston area in late 2021 to be closer to their...
Sarah Lyons
Advisor Support
Before starting her position at Doleman Wealth as Advisor Support, Sarah was fortunate to have worked at her kids’ school during their elementary years, having many different roles. Prior to having kids Sarah worked as an...