Broker Check

Team

OUR MISSION

Here at True Wealth, we understand that your finances play a crucial role in your life.  We know that how you manage them can impact your attitudes, your relationships, and your family tree for generations to come.  Our goal is to help make managing your finances simple.

Our mission is to build long lasting relationships to help you take control of your money, so you can use it as a tool to focus on what really matters and live a life of True Wealth.

OUR TEAM

Our culture is built on the belief that ongoing relationships are the difference maker.  We have structured our team to better serve you by utilizing the individual strengths of our team members.  This formula allows us to pair our passion for people with industry experience and innovative technology, giving you the service and attention you deserve.

 

Mason Samuels, CRPC®

LPL Financial Advisor, Dave Ramsey SmartVestor Pro

(720) 217-9541

[email protected]

Mason Samuels is passionate about helping individuals, families, and business owners in working towards their financial goals. He specializes in both assisting clients with identifying, understanding, and implementing practical and...

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Levi Knutson, CFP®

Financial Advisor

(303) 396-0629

[email protected]

As a CFP® professional, Levi Knutson is dedicated to helping individuals, families, athletes, and small businesses pursue their financial goals. He believes in biblical principles on how to manage money, build wealth, and pursue...
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Alex Goldstein

Operations Manager

(720) 862-3905

[email protected]

I am genuinely grateful for my role here at True Wealth as Operations Manager. This position gives me a chance to serve our clients and create lasting relationships.

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Katy Greene, CFA, CFP®

Financial Advisor

(303) 717-0846

[email protected]

Katy Greene, CFA joined True Wealth Advisors after a decade of experience in the financial services industry. As a partner and consultant to individuals, families and small businesses, Katy takes time to guide clients through...

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Lloyd Sprague

LPL Financial Advisor

(303) 881-5813

[email protected]

Lloyd Sprague has 26 years of experience in the financial services industry. He has worked for MetLife, Transamerica and Allianz educating advisors and their clients. He believes in building comprehensive financial plans which is...

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