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...
Jessica Nofire
Advisor Support
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...
Our team has 70+ years of industry experience across multiple aspects of the financial services industry, from investment and portfolio management to retirement and financial planning. We also recognize that it is impossible to excel at all aspects of our client’s financial needs and that is why we have partnered with who we believe are some of the industry’s best. Town Square Capital for our investment management side and Allegis Advisor Group for insurance needs. This allows OUR team to work more closely with each of our clients and planning for their future.
Kimberly K. Doleman IAR Brochure. Derick Harris IAR Brochure
Please contact Doleman Wealth Management, LLC, for more details.