Heirloom Wealth Management Employee Directory

Heirloom Wealth Management corporate office is located in 8400 E Prentice Ave Ste 1115, Greenwood Village, Colorado, 80111, United States and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

C-Suite

Operations

Sales

Human Resources

Legal

Key Employees of Heirloom Wealth Management

Eric Hurley
Principal, Chief Financial Officer and Financial A...
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ME
Michael Euston
Founder & President & Chief Information Officer & ...
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Heirloom Wealth Management Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Heirloom Wealth Management

Hundreds of professionals searching for Heirloom Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JP
Jackson Potter
Email Direct
Manager, Private Wealth & Partner
United States , Colorado , Greenwood Village

CW
Celina Wescott
Email Direct
Client Administrator
United States , Colorado , Greenwood Village

AA
Angelia Archuleta
Email Direct
Manager, Trading & Compliance
United States , Colorado , Greenwood Village

Eric Hurley
Email Direct
Principal, Chief Financial Officer and Financial Advisor
United States , Colorado , Greenwood Village

MM
Mike Miller
Email Direct
Founder & Managing Director
United States , Colorado , Greenwood Village

GP
Gabriel Pardue
Email Direct
Managing Director
United States , Colorado , Greenwood Village

BH
Bree Howard
Email Direct
Manager, Private Wealth
United States , Colorado , Greenwood Village

AA
Amanda Arthur
Email Direct
Director, Retirement Plan Services
United States , Colorado , Greenwood Village

TM
Tosha McMahan
Email Direct
Client Service Manager
United States , Colorado , Greenwood Village

ME
Michael Euston
Email Direct
Founder & President & Chief Information Officer & Principal
United States , Colorado , Greenwood Village

CB
Cooper Benedict
Email Direct
Financial Associate & Advisor
United States , Colorado , Greenwood Village

BO
Benjamin Olson
Email Direct
Manager, Private Wealth
United States , Colorado , Greenwood Village

TM
Tricia Morgan
Email Direct
Partner
United States , Colorado , Greenwood Village

DM
David Morgan
Email Direct
Partner
United States , Colorado , Greenwood Village

DS
Desiree Segler
Email Direct
Financial Advisor
United States , Colorado , Greenwood Village

NB
Nicholas Burke
Email Direct
Manager, Private Wealth
United States , Colorado , Greenwood Village

JW
Jeffrey Welty
Email Direct
Manager, Private Wealth
United States , Colorado , Greenwood Village

LT
Luke Terwilliger Laflam
Email Direct
Financial Associate & Advisor
United States , Colorado , Greenwood Village

RS
Roger Segler
Email Direct
Investment Professional
United States , Colorado , Greenwood Village

VW
Valerie Weier
Email Direct
Client Service Manager
United States , Colorado , Greenwood Village

Former Employees at Heirloom Wealth Management

Explore people who held key positions, contributed to Heirloom Wealth Management's success, and advanced their careers.

Charlotte Silbaugh

Investment Management ... at LPL Financial

Worked as Intern

at Heirloom Wealth Management (2019-2019)

Direct

Evan Smith

Client Support Special... at Fidelity

Worked as Intern Financial Analyst

at Heirloom Wealth Management (2020-2020)

Direct

Courtney Feemster

Investment Consultant at Charles Schwab

Worked as Financial Associate & Advisor

at Heirloom Wealth Management (2024-2026)

Direct

Mask Content

Data Engineer at Alterra Mountain Co.

Worked as Head Finance Intern

at Heirloom Wealth Management (2017-2017)

Direct

Explore More

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Frequently Asked Questions Regarding Heirloom Wealth Management Employees

How many employees does Heirloom Wealth Management have?

Heirloom Wealth Management has 1-10 employees

Who is the CFO of Heirloom Wealth Management?

Heirloom Wealth Management’s CFO is Eric Hurley

Who are Heirloom Wealth Management key employees?

Some of Heirloom Wealth Management key employees are Eric Hurley, Michael Euston

Where is Heirloom Wealth Management located?

Heirloom Wealth Management’s headquarters are located at 8400 E Prentice Ave Ste 1115, Greenwood Village, Colorado, 80111, United States

How do I contact Heirloom Wealth Management?

Heirloom Wealth Management Contact Info: Phone number: (720) 328-2877 Website: www.heirloomwm.com

What does Heirloom Wealth Management do?

Heirloom Wealth Management is a full service financial planning organization working with clients across the country. Whether your goal is preparing for retirement, college savings, or estate strategy, the company's personalized services focus on your needs, wants, financial goals and objectives. The company's professionals have years of experience... Read More

Is Heirloom Wealth Management a public company?

Heirloom Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Heirloom Wealth Management Employees