The Presidential Brokerage Team

Presidential Brokerage Management
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

 


John DuPriest
CEO


Michael Speer
Executive Vice President / National Sales Manager


Bob Blake
Senior Financial
Consultant


John Avery
Senior Financial
Consultant


Jason McBride
Senior Vice
President


Marilyn Weaver
Senior Financial
Consultant
CFP®


Peter Lengsfeld
Senior Financial
Consultant
CFP®


Marla A. Mason
Senior Financial
Consultant
CFP®


Eric Mullen
Financial Consultant


Lorne Levy
Wealth Manager


Jerry Raub
Insurance Specialist


John Buckingham
Wealth Manager


Kevin Volz
Wealth Manager


Bruce Larsen
Senior Financial
Consultant


Tom Moore
Wealth Manager


Kent Peterson
Senior Financial
Consultant


Scott Nelson
Certified Financial
Planner™


Paul Connolly
Wealth Manager



Brian Shaw
Wealth Manager

 

Operations, Compliance & Support


Brad Dowell
Vice President Technology Development & Operations


Tony Campen
Chief Complience
Officer


Chad Birchem
Media Specialist


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


Lori Pulciani
Backman
Director Of First
Impressions


Branon Frederick
Financial Support
Specialist


Pam Pagliai
Financial Support
Specialist

 
Colorado Springs, CO Financial Advisors
 


Tom Marron
Vice President


Robert Stanlick
Vice President

 
Duluth, MN
 


Paul Nelson
Financial
Consultant

   
Sandiego, CA Financial Advisors & Support Staff


Ben Caday
Financial
Consultant


Matt Pavich
Wealth Manager


Tim Brennan
Financial
Consultant


Mike Savarese
Senior Vice
President

 


Tina Ordway
Financial Support
Specialist