Kurt D Bethke, ChFC®, CLU®

Wealth Management Advisor

Staff

Pictured from left-to-right: Jessica Archey, Nick Hartshorn, Mary Gustafson, Casey Cook, Kurt Bethke, Levi Kautz, Jaime Gleason, Nick Langefels

 
Levi K Kautz

Levi K Kautz

Associate Wealth Management Advisor
720-562-4645

Levi Kautz - Associate Wealth Management Advisor, has 16 years of financial services industry experience. He previously held the role of Director of Network Office Supervision for seven years with Northwestern Mutual in the Denver Agency, until he joined Kurt’s team in July of 2011. He is the primary contact for all investment requests. Levi holds an MBA from the University of Phoenix and a B.S. degree from the University of Nebraska-Lincoln.  He is securities licensed and holds a Colorado life and health license.  Levi enjoys spending time with his family and recently earned his 2nd degree black belt in American Taekwondo.

 
Jaime N Bartholomew

Jaime N Bartholomew

Associate Wealth Management Advisor
720-562-4647

Jaime has five years of financial services experience.  She is securities licensed and holds a Colorado life and health license.  She earned her bachelor’s degree from the University of Denver.  Jaime builds and updates client financial plans, executes investment strategies, and manages client relationships.  She is the primary contact for all insurance requests.