Broker Check
Coleman Levy

As a Financial Consultant at Wayfinder Capital, I am proud to support our clients in all aspects of their financial lives. My role is to ensure our client’s needs are met, leveraging the various tools and resources at our disposal.  My goal for each client is to feel like we are maximizing their financial future and that they feel connected to our efforts as their financial team.

My motivation for being in wealth management stems from the ability to provide peace of mind for our clients.  Before joining Wayfinder Capital I worked at a Denver based investment firm that has over $400B in assets under management and uses a self-directed client model.  In my experience, the self-directed model works for some individuals, but also creates an unnecessary amount of stress and worry for others.  Witnessing and hearing the stories from clients who were struggling with their portfolio and not on track to meet their financial goals is what drives me to provide a less stressful experience.  My goal since joining Wayfinder Capital has been to reduce as much stress and worry facing our clients as possible.

I'm originally from Anchorage, Alaska and moved to Colorado for college where I graduated from Colorado State University with a dual bachelor’s degree in Business and Spanish Language, Literature and Culture.  I now live in Cherry Creek, Colorado with my wife, Brittany, and our two dogs.  When I'm not servicing clients, I am involved with the chamber of commerce for both Castle Rock and Cherry Creek.  I am currently pursuing the CFP® designation, but in my free time I enjoy mountain biking, skiing, golfing, and traveling.