I have been assisting clients with their financial needs since 1999. My areas of expertise are financial, investment and retirement planning. At our first meeting my goal will be to understand your vision for the future. Together we will build a comprehensive plan to help you achieve that vision. I take pride in having a long-standing relationship with each of my clients. So, I look forward to meeting with you and understanding your goals.
Here’s a little bit about me:
I’m a Colorado native who graduated from Fort Lewis College in Durango with a BA (emphasis in Finance). I’ve been married to my wife, Taryn, since 1998 and together we have an amazing daughter, Addy. I’m a die-hard sports fan who loves the Denver Broncos and the Nuggets. We love the outdoors and in the summer you will find us hiking, fishing and traveling as much as possible.
Areas of Focus
- Retirement Planning Strategies
- Investment Management
- Tax Planning Strategies
- Retirement Income Strategies
- Small Business
- Retirement Plan Distribution
- Wealth Preservation Strategies
Awards & Recognition*
- Five Star Wealth Manager, San Diego 2015
- Five Star Wealth Manager, Denver 2015
- Five Star Wealth Manager, Denver 2018
- Five Star Wealth Manager, Denver 2022
- Series 7 - General Securities Representative Examination
- Series 66 - Uniform Combined State Law Examination
- Life, Accident and Health
*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3. Favorable regulatory and complaint history review (please note unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal firm standards; 5. Accepting new clients; 6. Oneyear client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance.
*To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.
Loren Surmeli is a seasoned Executive Assistant with over 9 years in the field with insurance and finance. She has extensive experience with all administrative tasks, including scheduling and correspondence. Loren has held positions with four previous firms that process and service; life insurance, health insurance, disability, long term care, property and casualty insurance, securities, and annuities making her able to tailor her skills to meet the needs of our clients. Her last two firms she helped build all Standard Operating Procedures and is very effective at teaching new trainees. She remains highly approachable with a pleasant attitude and a passion for helping. She looks forward to helping you service your investments with Wolf Creek Capitol!
In her free time, she spends time with her husband, two girls, and her shiba inu (Akira) outside at the dog park, kayaking, hiking, or at the local farmer’s market supporting her local community growers and upcoming artists. She is a new transplant to Bradenton, Florida.