Bsw Wealth Partners

Drew Simon (CRD# 4357035) 

As a managing principal of the firm, Drew is responsible for promoting the health and development of BSW Wealth Partners. His primary focus, however, is maintaining the financial well-being of BSW’s clients and advising many of BSW’s longest-standing families.

With over 30 years of experience in investments, finance and law, Drew has acted as an advisor to wealthy families, professionals, entrepreneurs, corporate executives, family foundations and charities. Prior to relocating to Colorado, Drew practiced law in Washington, D.C. – specializing in taxation, corporate business and commercial transactions. He holds a BS from The Wharton School of Business, University of Pennsylvania, and a JD from Catholic University School of Law.

Drew believes that balance is an essential ingredient to making life better. Outside BSW, his interests include various fitness activities with his wife Terri, enjoying his three (almost adult) children, international travel, yoga, hiking, and scuba diving.

Education, accreditation, leadership and service:

• BS, Wharton School, University of Pennsylvania
• JD, Columbus School of Law, Catholic University of America

Benjamin Weaver (CRD# 2900111)

Ben is an Advisor and managing principal of BSW Wealth Partners. In this role, he helps our clients solve problems and grow money by developing objective “big picture” strategies, communicating them clearly, and ensuring that they are implemented and monitored appropriately. He spent several years in the portfolio management world, but now focuses time primarily in the development and coordination of advantageous retirement, tax, investment, and estate planning strategies. Along these lines, he spends most of his time understanding client goals, and then coordinating efforts within BSW, as well as with other trusted professionals, to liberate clients and achieve their goals.

Prior to joining BSW in 1997, Ben worked on the equity trading desk at Schwab Institutional. He is a CERTIFIED FINANCIAL PLANNER™ professional and earned a BA in Economics from the University of Richmond.

Before settling into his financial career, Ben was a fly fishing guide and powderhound in Steamboat Springs for five years. Outside of the office, his passions remain telemark skiing, fly fishing, and now, above all, family: wife Lucy and daughters Carson and Jesse.

Education, accreditation, leadership and service:

• BA, University of Richmond
• CERTIFIED FINANCIAL PLANNER™ (CFP®)

Julia Wentworth (CRD# 6741611) is an Investment Advisor Representative working at Bsw Wealth Partners in Boulder, CO and has over 6 years of experience in the finance industry.

Timothy Wojtalik (CRD# 5148474)

Tim is an Advisor and managing principal of BSW Wealth Partners. As an Advisor, Tim focuses on people.  He thrives on the uniqueness each offers, and works hard to create a clear path for them to identify and achieve their personal and financial goals. It’s within this framework that he finds satisfaction by being both a partner and resource through the journey.

Tim earned his undergraduate degree from the University of Michigan, Ann Arbor, where he studied Organizational Psychology and English – a combination that often revealed why people do what they do! He has an MBA from the University of Denver and holds the CERTIFIED FINANCIAL PLANNER™ professional designation.

Outside the office, Tim’s family, his wife Laura and two children Zack and Audrey, and their English Lab, Routt, are his priorities. Together, they race triathlons, play in the mountains, and travel. One of his favorite outside of work activities is to “cruise” the world with his family, an opportunity to experience the world economy in person!

Education, accreditation, leadership and service:

• BA, University of Michigan, Ann Arbor
• MBA, University of Denver
• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Board Member – I Have a Dream Foundation of Boulder County
• Volunteer – Louisville Pirates Football – Defensive Coordinator

David Wolf (CRD# 5283794) David Wolf is managing principal of BSW Wealth Partners and Chief Investment Officer. David leads BSW’s investment group, sets firm economic and investment policy, and is the primary architect of BSW’s IMPACT investing platform. He is also the founder and Chief Investment Officer of R3 Returns, an impact-focused bond strategy with $75 million of investor capital.  David is an ongoing student of economic and investment history, with focused interest in behavioral finance and entrepreneurship.  A strong advocate for impact investing, David has been a featured speaker at the Conscious Capitalism Conference, SRI in the Rockies, and the Rockies Venture Club; and a contributor to theGreen Money Journal and other publications. Prior to BSW, David worked with a leading Colorado venture capital firm and founded a technology company.

A licensed member of the Colorado Bar, David graduated from the JD/MBA dual-degree program at the University of Colorado at Boulder and received a BA from DePauw University. While at DePauw, he was elected to Phi Beta Kappa and was a visiting student at St. Catherine’s College, Oxford University. He is a member of the advisory board of the University of Colorado at Boulder’s Leeds School of Business, the advisory board of Greenmont Capital Partners, and a founding investor and lifetime member of Impact Hub Boulder.

David is a dedicated supporter of the University of Colorado and its Leeds School of Business, where he is a frequent guest speaker, a mentor to students, and has funded a scholarship since 2001 for outstanding students, including the Wolf Experiential Learning Endowment. He is a recipient of the Leeds Young Alumni Service Award and Boulder’s Forty Under 40 Award for business and civic leadership.

Away from BSW, David pursues his passions for rock climbing, ice climbing and backcountry skiing; and is a professional mountain guide for the Colorado Mountain School.  

Molly Devnani (CRD# 7430106) is an Investment Advisor Representative working at Bsw Wealth Partners in Boulder, CO and has 1 year of experience in the finance industry.

Brian Lichtenheld (CRD# 7206276) is an Investment Advisor Representative working at Bsw Wealth Partners in Boulder, CO and has 1 year of experience in the finance industry.

Olivia Otoole (CRD# 6515783) is an Investment Advisor Representative working at Bsw Wealth Partners in Boulder, CO and has over 2 years of experience in the finance industry.

Dmitry Popov (CRD# 7654863) is an Investment Advisor Representative working at Bsw Wealth Partners in Boulder, CO and has 1 year of experience in the finance industry.