Home      Avoiding the Tax Trap       Social Security       Managed Portfolios       Our Team       Careers       Contact Us 

Advisors don't react to uncertainty, they prepare for it.

 

The Presidential Brokerage Team


John DuPriest/CEO, Michael Speer/Executive Vice President &
Dan Lempe/President

(Click on individual's name or select it from the drop-down menu to view their bio)

Greenwood Village Financial Advisors
Colorado Springs Financial Advisors
Duluth Financial Advisors
San Diego Financial Advisors


Greenwood Village, CO Financial Advisors


Daniel Lempe
President


John DuPriest
CEO


Michael Speer
Executive Vice President / National Sales Manager


Bob Blake
Senior Financial
Consultant


Jason McBride
Senior Vice
President


Marilyn Weaver
Senior Financial
Consultant
CFP®


Peter Lengsfeld
Senior Financial
Consultant
CFP®


Marla A. Mason
Vice President


John Avery
Senior Financial
Consultant


Lorne Levy
Wealth Manager


Nate Palmer
Financial Advisor


John Buckingham
Wealth Manager


Bruce Larsen
Senior Financial
Consultant

Keith Weinman
Financial Consultant

Kent Peterson
Senior Financial
Consultant
 
Colorado Springs, CO and Duluth MN, Financial Advisors


Robert Stanlick
Vice President
CO Springs


Tom Marron
Senior Vice President
CO Springs


Paul Nelson
Financial Consultant
Duluth MN

 


San Diego Financial Advisors


Ben Caday
Financial
Consultant


Matt Pavich
Wealth Manager


Tina Ordway
Financial Support
Specialist


Mike Savarese
Senior Vice
President

Operations


Brad Dowell
Vice President Technology Development & Operations


Tony Campen
Chief Complience
Officer


Shaun Ryan
Technology
and Operations

 


Judith Myers
Senior Financial
Support Specialist


Heidi Farrell
Investment Advisor
Rep


Lisa Kostroski
Financial Support
Specialist


Randy Portiss
Financial Support
Specialist


Suzann Lavington-
Speer
Financial Support
Specialist


Sherri Lempe
Executive Coordinator

Venessa Vitello
Financial Support
Specialist

 

 

 

 

     
Copyright 2011 Presidential Brokerage

Member:  FINRA    SIPC     Privacy Policy   Form ADV - Pt. 2A    Order Routing     Business Continuity    Sitemap