This team wanted to work together.
Like many great collaborations, SilverPeak Wealth’s core management team worked side-by-side at a previous firm before joining forces… and it shows.
Team
Hank was the chief investment officer at a Boulder financial firm when Kirsten joined in 2011. Over the years, they developed a friendship and a shared investment philosophy. Seven years later, Kirsten and another colleague, Liz Jacques, joined Hank at SilverPeak Wealth in 2018.
Over the years, Hank honed his investment strategy prowess while Kirsten developed a sophisticated tax, income, and financial planning offering.
Today, Hank and Kirsten make up the leadership team of SilverPeak Wealth. They are both financial planners and investment managers, they both work with clients, and both share their core areas of expertise for the benefit of all clients of SilverPeak Wealth.
Core Values
- Do what’s in the best interest of the client. Period.
- Relentlessly pursue superior investment returns while minimizing risk.
- Always seek ways to lower fees to clients.
- Provide answers and solutions to complex financial situations.
- Respond to emails and phone calls in a timely manner.
- Communicate in terms everyone understands.
- Help clients align their wealth with their values and lifestyle goals.
- Smile, laugh and listen carefully.
Our team
Our advisor and leadership team
Hank Nicholson
Hank is an entrepreneur, adventure geek, and 30+ year tree-hugging Boulderite. (Yes, he rides his electric bike to work.)
Hank is also an advisor, the chief investment officer, and the founder of SilverPeak Wealth. Prior to starting SilverPeak in 2014, Hank was a partner and chief investment officer at another local wealth management firm where he oversaw $250 million of client portfolios.
Kirsten Roeber, CFP
Kirsten is a financial professional that gets things done. She works with people who lead lives full of work, play, exploration, and adventure. She enjoys taking care of things like investments, income distribution, tax and financial planning so her clients can live their best lives.
Kirsten began her career in finance at HCA HealthONE and Rose Medical Center where she set up new practices for physicians. She provided all facets of operations and business management. She enjoyed creating and explaining complex financial models to doctors so they could focus on the practice of medicine.
Our management
Denham Nicholson, FPQP
Denham is an inspired businesswoman at heart. She is all about getting things done.
As operations manager for SilverPeak Wealth, Denham brings great communication skills, persistence, and hard work to the job.
Denham’s role at SilverPeak Wealth includes a wide range of operational responsibilities—everything from mission-critical client forms and client reporting, to planning company events, to greeting guests when they call on the phone or walk in the door. In addition, Denham is a Financial Paraplanner Qualified Professional (FPQP), bringing added strength to SilverPeak Wealth’s financial planning efforts for clients.
Our Client Services & Operations Team
Kelly Gosiewski
Kelly is a natural leader with a deep understanding of operations and client service. At SilverPeak, she draws on a wealth of experience from both the private and public sectors, including 11 years of service as a U.S. Army officer and time as a director of administration for a manufacturing company.
With SilverPeak, Kelly’s mission is to help advisors simplify their operations while enhancing the client experience. Her background in accounting, benefit administration, and record-keeping makes her an invaluable resource for both internal teams and clients.
Kelly holds a B.A. in Psychology and a Minor in Military Science from the University of Akron. She’s also certified in FEMA Emergency Incident Command System Management.
Outside the office, Kelly likes spending time with her family, getting creative in the kitchen with friends, and diving into a good book. A committed dance mom, she’s often found cheering from the sidelines at the local studio—with a coffee in hand, of course.
Tori Wilcox
Tori is the kind of person who makes everything run smoothly. Before SilverPeak, she spent over a decade managing a physicians’ office in Northeast Ohio, developing a deep skill set in organization, multitasking, and compassionate client care.
Now at SilverPeak, Tori supports financial advisors with the same level of diligence and care she gave to doctors and patients. Her work ensures that clients receive the support needed to grow with SilverPeak.
Tori earned her Associate of Applied Science in Medical Assisting from Bryant and Stratton College.
Outside of work, Tori enjoys spending time outside with her husband. She’s a proud military mom to a U.S. Space Force airman and a devoted fur mom to two chihuahuas, Khaos and Kash, whom she is obsessed with.
Tammy Fincham
Tammy is a problem-solver with a goal of improving processes and helping others succeed. Before working with SilverPeak, she built her career in the manufacturing world, rising through the ranks from assembler to plant manager. Along the way, she sharpened her skills in leadership, project management, and quality control.
Today, Tammy brings that same mindset to SilverPeak, where she partners with financial advisors to create efficiencies and deliver excellent service to clients.
She holds both a Bachelor of Science in Business Administration and an Associate of Applied Business in Business Management from the University of Akron, along with an ISO Internal Auditing Certificate.
Outside the office, Tammy enjoys spending time with her family, biking and hiking with her daughter, and unwinding in the pool on sunny days.