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Guiding You to Financial Peace of Mind.


Experienced
Investors.

Thoughtful
Financial Advisors.

Focused
Problem Solvers.

Barron's Denver, CO ObermeyerWood Investment Counsel, LLLP

TOP 100 INDEPENDENT
ADVISORS

2015–2019

Barron's Top Advisor 2019 Denver, CO ObermeyerWood Investment Counsel, LLLP

2019 TOP ADVISOR
RANKINGS BY STATE

2012–2019

Denver Business Journal Top Business Manager Denver, CO ObermeyerWood Investment Counsel, LLLP

TOP INVESTMENT
MANAGERS - COLORADO

2016–2019

Forbes America's Top Wealth Advisors Denver, CO ObermeyerWood Investment Counsel, LLLP

AMERICA’S TOP
WEALTH ADVISORS

2017–2019


Forbes  Best in State Wealth Advisors Denver, CO ObermeyerWood Investment Counsel, LLLP

BEST-IN-STATE
WEALTH ADVISORS

2018, 2019

Forbes Top Women's Wealth Advisors Denver, CO ObermeyerWood Investment Counsel, LLLP

TOP WOMEN
WEALTH ADVISORS

2017–2019

Forbes Top Generation Wealth Advisor Denver, CO ObermeyerWood Investment Counsel, LLLP

AMERICA’S TOP NEXT GENERATION WEALTH ADVISORS

2017–2019

Working Mother Denver, CO ObermeyerWood Investment Counsel, LLLP

Top Wealth
Adviser Moms

2017–2019


Please click the Forms & Disclosures link for important information regarding third-party rankings.


Helping You Navigate Life's Financial Decisions 

Obermeyer Wood Investment Counsel


We are an independent registered investment advisor and financial planning firm based in Aspen and Denver, Colorado. Since 1982, hundreds of individuals, families, and nonprofits have trusted us to help them identify and achieve goals using sound advice, careful planning, and clear communication. Enjoy peace of mind knowing that we are guiding you on your long-term financial path.



Our Firm at a Glance


1 Cohesive team serving client needs and goals

37 Years of history in investment management

1.5 Billion dollars in assets under management

40+ States represented by clients

18 Experienced team members

8 Industry rankings and recognitions

5 Chartered Financial Analyst® professionals

2 Office locations in Denver and Aspen


Learn More About Us

“Someone’s sitting in the shade today
because someone planted a tree a long time ago.”


 - Warren Buffett

Wally Obermeyer Photo

Wally Obermeyer

President & Co-Chairman | Partner
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Wally Obermeyer

Wally Obermeyer

President & Co-Chairman | Partner

info@obermeyerwood.com


Wally is the firm’s co-chairman and president, overseeing our operations, managing client relationships, and spearheading strategic initiatives.

Wally founded Obermeyer Asset Management after serving as regional vice president of Heritage Trust and Asset Management from 1994 to 1997. He has a broad range of business and financial experience, including managing his family’s ski apparel business and founding a hydroelectric generation company. Wally earned his MBA from Harvard Business School and a BA, cum laude, from Harvard College. He is a trustee and Investment Committee Chair of the Gates Family Foundation and a board member for the Denver Museum of Nature and Science Foundation and the Aspen Center for Environmental Studies. Wally has been recognized for over a decade in leading industry rankings, most recently in by Forbes (“Top Wealth Advisors” in 2019 and “Best-in-State Wealth Advisors” in 2020) and Barron’s (“Top 100 Independent Advisors” in 2018 and “America’s Top Financial Advisors” in 2019). Obermeyer is also one of Barron’s 2019 Hall of Fame advisors, in recognition of being ranked on the Top 100 list for over a decade.

You can read more about Wally in both the Forbes and Barron’s advisor directories.


George F. Wood, CFA Photo

George F. Wood, CFA

Co-Chairman | Partner
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George F. Wood, CFA

George F. Wood, CFA

Co-Chairman | Partner

info@obermeyerwood.com


George is our firm’s co-chairman.

George founded Wood Investment Counsel, LLC, in 1982 to provide independent investment management. He began his investment career in 1969 as an investment analyst with Stein Roe & Farnham, a leading investment advisory firm in Chicago, where he became a partner. He was subsequently with State Farm Insurance, where he was responsible for investment analysis and portfolio management. George holds an MBA from the University of Chicago and a PE (Professional Engineering) degree in chemical engineering from the Colorado School of Mines. He serves on the Colorado School of Mines Foundation Board of Governors and is chairman of its Investment Committee.


Skip Dines Photo

Skip Dines

Senior Vice President | Partner
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Skip Dines

Skip Dines

Senior Vice President | Partner

skip@obermeyerwood.com

Skip manages client relationships, working with individuals, multigenerational families, trusts, pension and profit-sharing plans, and foundations.

Skip has more than 30 years of investment management experience in the Denver area. From 1986 to 1997, he was an officer, fixed-income research analyst, securities trader, and member of the Investment Committee for Tempest, Isenhart, Chafee, Lansdowne and Associates, then one of Denver’s leading independent investment advisors. He was a partner at Davis Capital Management, LLC, from 1997 until its merger with Wood Investment Counsel. Skip received a BS in biology from Lewis & Clark College. He is a regular member of the Denver Society of Security Analysts and the CFA Institute.


Ali Flynn Phillips Photo

Ali Flynn Phillips

Senior Vice President | Partner
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Ali Flynn Phillips

Ali Flynn Phillips

Senior Vice President | Partner

ali@obermeyerwood.com

Ali manages client relationships, working closely with individuals and multigenerational families, and advises on asset allocation and investment strategy. She also helps implement our strategic and marketing initiatives.

Ali has worked in the financial industry for 25 years, joining Obermeyer in 2005. As a vice president at Goldman Sachs, she worked in debt capital markets and corporate derivatives and on the Fixed Income division's internal strategy team. Earlier, at Salomon Brothers in the US and London, Ali advised corporate clients on strategic alliances, risk-management policies, and capital-raising transactions. Ali earned her BA, cum laude, from Middlebury College with honors in economics. She is a board member and treasurer for the Aspen Center for Environmental Studies Endowment Fund and for Theatre Aspen, and serves on the advisory boards for Schwab Advisor Services and the Vanguard Leadership Group of the Aspen Institute. Ali is included in Forbes' "Best-in-State Wealth Advisors" (2018-2020) and "Top Women Wealth Advisors" (2019, 2018, 2017) lists. Working Mother/Shook Research also named her one of America's "Top Wealth Advisor Moms" (2019, 2018, 2017).

Read more about Ali in the Forbes Top Advisory Directory.


Maia Babbs, CFA Photo

Maia Babbs, CFA

Vice President | Investments and Client Advisory | Partner
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Maia Babbs, CFA

Maia Babbs, CFA

Vice President | Investments and Client Advisory| Partner

maia@obermeyerwood.com

Maia performs security analysis and manages client relationships.

Maia has nearly two decades of broad financial industry experience. Most recently, she was an equity research analyst at Janus Capital, focusing on the global financial sector with an emphasis on investment banks, insurance, and specialty financial firms. Her experience includes working as an equity research analyst at Denver Investment Advisors, a senior associate at investment banking firm Green Manning and Bunch, Ltd., and an associate in Deutsche Bank Securities Inc.’s debt capital markets group. Maia received her BA in foreign affairs from the University of Virginia and her MA in Law and Diplomacy (International Affairs) with a concentration in international economics and finance from The Fletcher School at Tufts University. Appointed in 2015, Maia is a commissioner for the Colorado Commission on Higher Education (CCHE). She was appointed the chair of the Fiscal Affairs and Audit Committee of the CCHE in October of 2018. Maia was also elected to the Genesee Fire Protection District Board of Directors in 2018 and is currently serving as Treasurer for that organization.


Roger Hennefeld, CFA Photo

Roger Hennefeld, CFA

Vice President | Trading and Investments
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Roger Hennefield, CFA

Roger Hennefield, CFA

Vice President | Trading and Investments

roger@obermeyerwood.com

Roger manages the firm’s trading operations, fixed income portfolio, and performance reporting, as well as select client relationships.

Roger has worked in the financial sector since 1984 and joined Obermeyer in 1998 as one of the firm’s first team members. Roger previously worked for ASB Capital Management and Columbia Partners, LLC, as a fixed income and equity analyst providing quantitative portfolio and security analytics. He was an equity trader and did econometric modeling at Merrill Lynch in the 1980s. Roger holds an MBA in finance from the University of Colorado and a BS in mathematics from the University of Delaware.


Bret Hirsh Photo

Bret Hirsh

Vice President | Investments and Client Advisory
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Bret Hirsh

Bret Hirsh

Vice President | Investments and Client Advisory

bret@obermeyerwood.com

Bret performs security analysis and manages client relationships.

He began working in financial services industry in 2004, and was most recently a founding senior research analyst at One Tusk Investment Management in New York, NY. Bret's prior experience includes senior research positions at Scout Capital Management, Karsch Capital, and Crestwood Capital Management. He began his career as an analyst at Ares Management LLC and Credit Suisse First Boston. Bret is a graduate of the University of Pennsylvania, where he earned his B.S., cum laude, in philosophy, political science, and economics.


 

Dana Gleason Nightingale, CFA Photo

Dana Gleason Nightingale, CFA

Vice President | Investments and Client Advisory | Partner
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Dana Glesen Nightingale, CFA

Dana Gleason Nightingale, CFA

Vice President | Investments and Client Advisory| Partner

dana@obermeyerwood.com

Dana performs security analysis, manages client relationships, and spearheads the firm’s Denver-area marketing initiatives. She also helps clients analyze their overall financial situation and goals.

Dana has twelve years of financial sector experience. Before joining Obermeyer, she specialized in capital markets and investor relations, holding positions at Intelsat, Washington Real Estate Investment Trust, and Ford Motor Company. Dana earned her MBA in finance from the Wharton School of the University of Pennsylvania, and a BBA in finance and political science from the University of Notre Dame. Forbes named Dana in its ranking of “America’s Top Next-Generation Wealth Advisors” (2019, 2018, 2017). She was also included in Working Mother/Shook Research’s “Top Wealth Advisor Moms” (2019, 2018, 2017).

Read more about Dana in the Forbes Top Advisory Directory.


G. Tod Wood, CFA Photo

G. Tod Wood, CFA

Vice President | Investments | Partner
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G. Tod Wood

G. Tod Wood, CFA

Vice President | Investments | Partner

tod@obermeyerwood.com

Tod is a dedicated research analyst focusing on the financial, software, technology, and healthcare sectors.

Tod has more than two decades of investment management experience, beginning as an analyst for ING Barings Securities in Tokyo in 1994, where he served as senior economist and analyst for the financial and telecommunications sectors. He joined JP Morgan Fleming in London as a portfolio manager for Japanese equities, and then served as analyst and portfolio manager for Tokyo-based Whitney & Co., a leading Japanese hedge fund. Tod received a BA in Asian studies from Pomona College and an MA in international relations from The Johns Hopkins University School of Advanced International Studies.



Charlton Rugg Photo

Charlton Rugg

Chief Compliance, Legal, and Technology Officer
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Charlton Rugg

Charlton Rugg

Chief Compliance, Legal, and Technology Officer

charlton@obermeyerwood.com

Charlton directs our compliance and technology programs and is a general resource on regulatory and legal matters. Charlton has extensive experience in securities regulation and law.

Before joining Obermeyer Wood, he founded C.A. Rugg Advisory Services LLC, a Denver-based private law practice providing representation and advice on regulatory and business matters. Previous positions include serving as senior counsel in FINRA’s Enforcement Department, as an assistant U.S. attorney in the District of New Jersey’s U.S. Attorney’s Office, and as an associate at Simpson Thacher & Bartlett LLP in New York City. Charlton is a graduate of the University of Colorado School of Law and received his undergraduate degree in philosophy from Brown University.


Brian Brady Photo

Brian Brady

Director | Marketing and Communications
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Brian Brady

Brian Brady

Director | Marketing and Communications

brian@obermeyerwood.com

Brian directs our marketing program and client communications initiatives.

Brian has a decade of experience working across the public, nonprofit, and private sectors in marketing and communications leadership positions. Before joining Obermeyer Wood, Brian served as the Director of Communications at insurance technology company Vertafore, where he was responsible for leading all marketing, external, and internal communications. His previous experience includes various communications roles in the United States House of Representatives Budget Committee and for the nonprofit US-Ireland Alliance. Brian is a graduate of Princeton University where he earned his B.A. in political science with a focus on international relations and security studies.

Mary Elisberg Photo

Mary Elisberg

Vice President | Client Services
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Mary A. Elisberg

Mary Elisberg

Vice President | Client Services | Partner

mary@obermeyerwood.com

Mary is responsible for the administration of client services in the Denver office, as well as many of the firm’s human resource functions.

Mary joined Wood Investment Counsel in 1993 and has 35 years of experience in the investment field. Mary has managed administrative, operations, and trading activities. Previously, she administered more than 100 pension accounts for Coughlin Asset Management Group and performed various operational responsibilities for the Asset Management Group. Mary earned her bachelor’s degree in management and accounting from Oakland University in Rochester, Michigan.


Christine Goodendorf Photo

Christine Goodendorf

Manager | Bookkeeping
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Christine Goodendorf

Christine Goodendorf

Manager | Bookkeeping

chris@obermeyerwood.com

Chris oversees our firm’s finance and business operations.

Chris has more than 20 years of experience in the financial sector. Before joining Obermeyer in 1997, Chris provided accounting support for Bank of Aspen and World Wide Ski Corporation.


Molly A. Hartzler Photo

Molly A. Hartzler

Manager | Client Services
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Molly A. Hartzler

Molly A. Hartzler

Manager | Client Services

molly@obermeyerwood.com

Molly is responsible for the administration of client accounts. She also assists in trading and operational areas.

Molly joined Wood in 2009 with more than two decades of financial and investment management operations experience. She began her financial career at Wells Fargo in the trust administration area. She also worked in investment management operations at PVG Asset Management in Golden, Colorado.


Kimbo Brown-Schirato Photo

Kimbo Brown-Schirato

Manager | Client Services
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Kimbo Brown-Schirato

Kimbo Brown-Schirato

Manager | Client Services

kimbo@obermeyerwood.com

Kimbo assists with client relationship management, including supporting analysis around financial goals and cash flows. She is also a key contact for liquidity requests and retirement plan distributions.

Originally from South Africa, she has lived in the Roaring Fork Valley since 2006. Kimbo brings experience in the nonprofit and hospitality sectors, most recently working as Aspen Youth Experience’s business manager, where she was responsible for bookkeeping, financial reporting, and human resource management. She earned her BBS from the University of Cape Town with honors in marketing and economics. Kimbo is a board member of the Aspen Community Foundation.


Elise A. Wood Photo

Elise A. Wood

Senior Associate | Client Services
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Elise A. Wood

Elise A. Wood

Senior Associate | Client Services

elise@obermeyerwood.com

Elise manages multiple aspects of our client accounts including setup, reconciliation, and maintenance, and serves as a primary point of contact with third-party custodians. She also handles various aspects of our SEC compliance.

Elise brings extensive experience in the independent investment advisory business, most recently serving as a client service representative with The Milestone Group. A native of Ohio, Elise earned her BS from the College of Charleston.


Jody Dible Photo

Jody Dible

Associate | Client Services and Operations
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Jody Dible

Jody Dible

Associate | Client Services and Operations

jody@obermeyerwood.com

Jody works closely with our team in the areas of general support and client services. She also manages key aspects of our Aspen office’s technology systems.

She has extensive operations and support experience, including positions at Shamrock Foods, Four Corners Properties in Basalt, and CenturyLink. Her background includes computer science, information technology, and software development studies at the Ira A. Fulton Schools of Engineering at Arizona State University.


Naomi Seldin Photo

Naomi Seldin

Associate | Client Services
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Naomi Seldin

Naomi Seldin

Associate | Client Services

naomi@obermeyerwood.com

Naomi supports client services, office administration, and the firm’s communications initiatives.

She has more than a decade of communications and support experience, including positions at Cornell University’s Alumni Affairs office, and newspapers in New York and New Jersey. She has a BA from the University of Colorado at Boulder.


Why Work With

Obermeyer Wood?

Offering Independent Investment Advice, Financial Guidance, and Problem-Solving Since 1982


You’re protective of your finances, so you need to partner with someone who cares about them just as much as you do. Working with us is entrusting your wealth to a team of financial advocates that is bound by a legal duty to act in your best interest. Working with objective and experienced advisors, which we are proud to be, can help you find financial freedom today and through retirement. 


What Makes Us Different


Fiduciary Denver, CO ObermeyerWood Investment Counsel, LLLP

always acting in your best interest


Fiduciary


The bottom line is, and always will be with Obermeyer Wood, that we put your interests ahead of our own. Plain and simple. As fiduciaries, we are legally bound to provide advice and guidance that we believe will be best for you and your finances. We have a duty to seek to avoid conflicts of interest and will disclose any that we cannot avoid. This client-first mentality is woven into our firm culture and influences nearly everything that we do on behalf of our clients, their families, and the foundations and corporations they lead.

Your Financial Quarterback Denver, CO ObermeyerWood Investment Counsel, LLLP

Not only Your investment advisor

Your Financial Quarterback


Any investment advisor should be offering services such as portfolio evaluation, securities selection, plans for future financial events, and risk assessment. We differ by seeking to understand your goals and your unique financial picture. That way, we can coordinate with your other advisors, such as your CPA and estate attorney, to come up with an investment plan that gives you and your family financial peace of mind well into the future.


Long-term investors Denver, CO ObermeyerWood Investment Counsel, LLLP

WE PICK INDIVIDUAL STOCKS


Long-term Investors


We consider Warren Buffett to be one of our investing icons, meaning we take pride in following his investment approach. Our strategy and portfolios are designed for long-term investors. We select individual stocks and bonds for our clients, preferring to pick our spots rather than investing in the global markets as a whole or buying bundles of securities that offer limited transparency. We want our clients to consider themselves owners of a business when they own its stock. We believe we are the gate-keepers for your portfolio; it is our role to allow only the highest quality companies in and exercise caution when warranted. We are not chasing the “neighbor’s hot tip,” nor are we trying to time the market. Rather, we are investing in your and your loved ones’ futures.

White-Glove Service Denver, CO ObermeyerWood Investment Counsel, LLLP

A reliable, dedicated, And committed team


White-Glove Service


We want to make your financial planning experience as seamless as possible. Our team takes immense pride in being consistently available to help, communicate, or advise on issues of all shapes and sizes. This includes routine tasks like ensuring Required Minimum Distributions are met, and more complex issues that may arise like sudden liquidity events. We are a boutique financial services firm, so you benefit from partnering with us because we strive to maintain a low client-to-advisor ratio. This allows our team members to devote the proper amount of time and thought to your unique situation, goals, and needs.


Are You Seeking Financial Clarity?

See How We Can Help

Helping Individuals, Families, and Organizations

Enjoy, Grow, and Protect Their Wealth

Entrepreneur Looking at his Financial Future Denver, CO ObermeyerWood Investment Counsel, LLLP

Entrepreneur Looking At His Financial Future


Craig


A mother who values passes along the value of education Denver, CO ObermeyerWood Investment Counsel, LLLP

A Mother Who Values Passing Along A Strong Financial Education To Her Children


Catherine



Easing the Burden of Widowhood Denver, CO ObermeyerWood Investment Counsel, LLLP

Easing The Burden Of Widowhood

Jack & Sarah


Medical Professional who wants to sell her practice Denver, CO ObermeyerWood Investment Counsel, LLLP

Medical Professional Looking To Sell Her Practice


Cindy



Please Note:  The above Client Situations are hypothetical-not involving actual Obermeyer Wood clients. None of the Client Situations should be construed by a client or prospective client as a guarantee that he or she will experience the same or a certain level of results or satisfaction if Obermeyer Wood is engaged, or continues to be engaged, to provide investment advisory services.

Here’s How 

We Can Help

Offering Long-Term Investments For the Patient Investor


At Obermeyer Wood, we don't advise our clients to build their wealth by chasing short-term, risk-it-all investments. Instead, we believe that patience is a virtue when it comes to many things in life, including investing and personal finance. You value the idea of growing and protecting your wealth for future financial security, and our team can help you plan how to achieve that through portfolio construction and sound financial planning that will simplify your life.


Our Financial Services Include


  • Stock and Bond Selection
  • Asset Allocation
  • Financial Planning
  • Guidance During Life and Wealth Changes
  • Retirement Strategy
  • Philanthropic Advisory
  • Legacy Planning
  • Professional Collaboration Between Advisors


Ready To Get Started?

Give Us a Call

Our Disciplined Investment Approach



Initial Meeting Denver, CO ObermeyerWood Investment Counsel, LLLP

01

Initial Meeting


To kick things off, we’ll start with an introductory conversation that allows us to answer any questions you may have as we get to know more about one another.

Discovery Denver, CO ObermeyerWood Investment Counsel, LLLP

02

Discovery


If you’ve found that our disciplined and independent approach to investment management and financial planning may be right  for you, we’ll discuss the specific financial and life goals you’re looking to achieve more in-depth.


Development and Implementation Denver, CO ObermeyerWood Investment Counsel, LLLP

03

Development & Implementation


Once we’ve identified your goals, we’ll talk more about how we can get you there. When you’re ready, our team will move forward with buying and selling stocks in your account, as well as working with your other trusted professional advisors to deliver financial peace of mind.

Ongoing Communication, Support and Assistance Denver, CO ObermeyerWood Investment Counsel, LLLP

04

Ongoing Communication, Support, & Assistance


Your entire financial picture should work in tandem with your portfolio to prepare for and achieve your biggest goals. We offer financial guidance for you and your loved ones.


Objective. Independent. Thorough.

All of our investment decisions are based on internal research by our experienced team members. We continuously monitor long-term economic trends and global financial markets to identify risks and opportunities.


Have a Question About Our Process?

Give Us a Call

From Our 

Point of View

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Make Your Financial Future

Our Top Priority Today

Access To Industry-Recognized Service Is a Phone Call Away


Whether you’re looking to learn more about our investment philosophy or curious about our fees, fill out the form below or give us a call today! We serve clients across the nation from our base in Colorado.



Aspen Office

Obermeyer Place
501 Rio Grande Place, Suite 107
Aspen, Colorado 81611 

Phone: 970.925.8747
Fax: 970.925.8723


Denver Office

Cherry Creek North
200 Columbine Street Suite 600
Denver, Colorado 80206 

Phone: 303.321.8188
Fax: 303.321.8055