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.