Our Team

Meet our Team

Our team approach ensures operational excellence for our clients.

Jeff Speicher, AIF®

Founder - Managing Director

Jeff has a mission to provide every client with targeted, detailed financial advice using the SFG Vista Process. He understands that he can't be all things to everyone, but instead focuses on being the “personal CFO”...

Rae Jean Elmore-Zoltowski

Senior Client Experience Specialist

(970) 828-7000

raejean@speicherwealth.com

Rae Jean ensures our team cultivates, maintains and strengthens relationships throughout our practice. She earned a Bachelor of Science Degree in Mathematics from University of Northern Colorado and has...

Barbara Hale

Director of Operations

(972) 581-3030

Hilary Pluemer

Managing Director, Advisor Services

(972) 581-3083

Kim Utz

Director of Business Development

(972) 581-3010

Marco Galvan

Director of IT

(972) 581-3037

Paul Keeton

Managing Director, Investments & Advisory Solutions

(804) 564-1359

Robert Coulter

Chief Compliance Officer

(972) 581-3066

Wendy Simmons

Managing Director, Human Resources

(972) 581-3026

JOIN OUR tEAM

About Speicher Private Wealth:

Speicher Private Wealth is an independent Financial Group located in Durango, Colorado. We are a boutique firm committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients. We endeavor to know and understand our client’s financial situation and use a process driven business model to provide only the highest quality information, services, and products to help each of our clients to reach their goals.

Benefits:

401(k)
401(k) Matching
Paid Time Off
Training
Advacement Opportunities
Health and Wellness Supplement
Fun Office Environment

Learn more

Prospera Financial Services

Prospera Financial Services is all about supporting the business of independent financial professionals. They strive to provide a superior menu of investment choices, leading-edge technology, indispensable financial tools, expert investment planning and advice, and personalized service — so firms like Speicher Private Wealth can bring their clients the same. Affiliated with one of the largest clearing firms in the country, First Clearing, a wholly owned subsidiary of Wells Fargo, Prospera’s resources are world-class.