(720) 354-3850
info@DenverPWM.com
Nena Acuña brings 15 years of trusted operations experience within dynamic financial environments to her role with Denver Private Wealth Management. Known for her ability to enhance and improve processes, Nena combines technical expertise with a strategic mindset to deliver impactful results while fostering a collaborative environment.
Nena facilitates seamless interactions with internal and external clients while handling critical transactions and monitoring for fraud. Her expertise stretches from IRAs, Trusts, and Estates to Payment Operations and Client Services.
Originally from Tucson, Arizona, Nena has been based in Colorado for 25 years. She enjoys keeping her Culinary Arts background current by trying out recipes with her daughter and also dabbles in photography. In her spare time, you can find Nena on long walks with her dog or in the stands at concerts or football games.
Drew Kelleher, CFP®Drew is a Senior Wealth Advisor at Denver Private Wealth Management. He brings more than 14 years of experience working in the financial services industry. Drew joined DPWM after an extensive search for a firm that aligns with his core values. He is excited about assisting individuals and families make the best possible life-fulfilling financial planning decisions. He does this by focusing on meaningful and disciplined financial and investment planning, to make the biggest impact for his client’s overall success. Drew is a CERTIFIED FINANCIAL PLANNER™ and has a bachelor’s degree in Finance from St. Louis University.
Before joining Denver Private Wealth Management, Drew worked with major financial companies including Charles Schwab, Jackson National and Lincoln Financial. During his tenure, he has worked with thousands of advisors across the country with tax-advantaged retirement income solutions and asset allocation strategies. Drew chose to align with DPWM to allow him the personal and creative touch that is needed to address individuals’ unique financial needs.
Drew grew up in the Denver Metro area and attended Regis Jesuit High School. After attending St. Louis University, he returned home to Colorado and married his college sweetheart. Drew’s career took them to the Midwest for a brief time, before the Kelleher’s realized that they wanted to raise their family back in Denver. They have a 10-year-old son and a 7-year-old daughter. When not at work, he and his family enjoy all that Colorado has to offer. They enjoy traveling, skiing, passionate supporters of their children’s sports activities, dancing in the kitchen, summertime at the pool, and seeking out life adventures.
Tim Kulick, CPA®Tim Kulick has been practicing CPA for over 30 years and is the Managing Partner for Mitchell, Kulick & Company CPAs. He works tirelessly assisting his clients in the generation and preservation of their wealth. Throughout the years he has guided numerous entrepreneurial minded clients from start up to eventual business sale and every tribulation in between.
Tim graduated in 1992 with a B.S. degree in Business Administration from Colorado State University. Away from the office, he enjoys traveling all over the country with his wife to watch their three kids play college sports.
Logan Richard is a Financial Planner at Denver Private Wealth Management. He graduated from the University of Colorado – Boulder in May of 2022. Logan graduated with a major in Finance with an emphasis in Personal Financial Planning from the Leeds School of Business and a minor in Leadership studies. Logan is in the process of securing the prestigious designation of CERTIFIED FINANCIAL PLANNER™ in the next two years while working at Denver Private Wealth Management.
Logan is originally from a small town north of Dayton, Ohio named Sidney. He moved to Colorado for college and has just moved to Denver to meet and connect with the Denver community. Logan went to a small school in Ohio where he played football, basketball and baseball. He is a fan of all sports and has now adopted the Broncos, Rockies, Nuggets and Avalanche as his favorite teams. You will catch Logan in his free time out of the office playing basketball, golfing, or skiing. He is also an avid cook and loves to spend time in the mountains with friends going on new, spontaneous adventures.
Brian Rettig is a financial industry professional with more than 22 years experience. As senior Portfolio Manager, he is responsible for security analysis, asset allocation and portfolio design for DenverPWM. Mr. Rettig gauges macroeconomics in order to develop top-down strategic allocations. He specializes in integrating these macro views along with fundamental and technical methods to ensure consistency and best practice application for all client portfolios. His risk-based models are opportunistic among asset classes while balancing risk/reward within a global asset class framework.
Prior to joining Denver PWM, Mr. Rettig served for The Institute for Wealth Management, building both tactical and strategic models for RIAs and private clients nationwide. Mr. Rettig previously served as Investment Manager for Sharkey, Howes & Javer, and as Fund Analyst for Matrix Financial Solutions. Mr. Rettig earned his BA in Finance from Colorado State University. He is a CFA Charterholder and a member of the Colorado CFA Society. Brian lives in Denver with his wife and three children.
Kristi Sullivan has been helping people try to achieve financial security since 1996. After graduating with a B.S. in Business from Colorado State University, Kristi worked for Great-West Life in the employee benefits department for three years. This experience gave her a strong background in corporate retirement plans, flexible benefit accounts, and group medical plans.
Kristi is a Certified Financial Planner™ designee and holds her Series 65, Colorado and Life and Health Insurance Licenses. She is a member of Financial Planning Association, Alliance of Professional Women, and the Women’s Estate Planning Council.
When not helping her clients, Kristi enjoys spending time with her husband and two sons. Her hobbies include her monthly book club, skiing, and traveling.
Kristi Sullivan offers investment planning and advice under a separately Registered Investment Advisory firm, Sullivan Financial Planning. Sullivan Financial Planning contracts with Vista Private Wealth Partners, LLC and Denver Private Wealth Management as an Independent Contractor. Sullivan Financial Planning, Vista Private Wealth Partners, LLC and Denver Private Wealth Management do not give Tax or Legal advice.
Darin Snow has been in the financial service industry since 1993; he is experienced in Investment management, financial planning and strives to deliver excellent client service. Denver Private Wealth Management represents Darin’s best ideas and practices he developed throughout his career. His clients range from individuals to retirement plans to various foundations. Darin works closely with his clients to create custom investment strategies using modern portfolio theory.
Darin spent the first ten years of his career at Morgan Stanley, focusing on investment management and honing his skills as a client advisor. Darin departed Morgan Stanley for the independent side of the business, seeking a platform that better serves his clients’ goals and needs. Darin spent the next ten years creating a platform that would allow him to service relationships built on fiduciary responsibility. The end result is Denver Private Wealth Management, a client focused firm based on an open platform, transparency of fees, and prudent discretionary asset management.
In 2005, Darin completed his advanced portfolio management education and continuing education courses at the University of Pennsylvania’s Wharton School of Business. There he earned the Certified Investment Management Analyst (CIMA) designation offered through the Investments & Wealth Institute. Darin graduated in 1993 with a B.S. degree from the University of Colorado, Boulder. He has also been recently recognized with the Colorado Five Star Wealth Manager™ Award.
Away from the office, he enjoys the outdoors, golf and spending time with his wife Molly and four kids.