Dodds Wealth, LLC

Andrew Dodds is a CFP® with 34 years of industry experience and is a founding advisor at Dodds Wealth, LLC, where he has worked since 2022. Prior to that, he spent 23 years at LPL Financial and 19 years with Dodds Wealth Management Group. He is also an indirect owner of Dodds Tax, LLC, an affiliated tax services entity. Dodds Wealth, LLC serves individuals, including high-net-worth clients, employer-sponsored retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement-plan consulting, and limited investment consulting. The firm employs an active, asset-allocation centered approach using equities, ETFs, and mutual funds, with portfolios tailored to client profiles and time horizons.

Brent Lee is a financial advisor with Dodds Wealth, LLC, holding a Series 66 designation and one year of industry experience. His prior roles include positions at LPL Financial and Equity Advisor Solutions. He is also involved with Dodds Tax, LLC, an affiliated entity offering tax preparation services. Dodds Wealth advises individuals, employer-sponsored retirement plans, trusts, and estates, providing portfolio management, financial planning, and retirement-plan consulting. The firm uses an active, asset-allocation approach incorporating equities, ETFs, and mutual funds, tailoring portfolios to client profiles and managing accounts on discretionary and non-discretionary bases.

Brennan Pate is a CFP® with 13 years of industry experience, currently serving at Dodds Wealth, LLC since 2022. He previously worked at Dodds Wealth Management Group and LPL Financial, where he had a 20-year tenure. Dodds Wealth advises individuals, employer-sponsored retirement plans, trusts, and estates with a focus on discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs an active, asset-allocation centered investment approach using equities, ETFs, and mutual funds, tailoring portfolios to client profiles and time horizons.

Dean Norsworthy is a financial advisor with Dodds Wealth, LLC, holding Series 63 and Series 65 credentials and bringing four years of industry experience. He has worked at Dodds Wealth in various capacities since 2022 and was previously affiliated with LPL Financial. Dodds Wealth advises individuals, employer-sponsored retirement plans, trusts, and estates by providing portfolio management, financial planning, retirement-plan consulting, and limited investment consulting. The firm employs an active, asset-allocation centered approach using equities, ETFs, and mutual funds, tailoring portfolios to client needs and managing accounts on both discretionary and non-discretionary bases.

Deanna Meyer is a financial advisor with Dodds Wealth, LLC in Colorado Springs, CO, holding a Series 66 designation and having 22 years of industry experience. She previously worked at LPL Financial and Dodds Wealth Management Group. Meyer is involved in providing investment advisory services through Dodds Wealth, LLC. Dodds Wealth, LLC serves individuals, including high-net-worth clients, employer-sponsored retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement-plan consulting, and limited investment consulting. The firm employs an active, asset-allocation centered investment approach that incorporates equities, ETFs, and mutual funds, tailoring portfolios to client profiles and managing accounts on both discretionary and non-discretionary bases.

John Dodds is a CFP® with eight years of industry experience currently serving at Dodds Wealth, LLC, a firm he joined in 2022. His career includes prior roles at LPL Financial and Dodds Wealth Management Group. He is indirectly involved with Dodds Tax, LLC, an affiliated tax services entity. Dodds Wealth, LLC advises individuals, employer-sponsored retirement plans, trusts, and estates, providing portfolio management, financial planning, retirement-plan consulting, and limited investment consulting. The firm employs an active, asset-allocation centered approach using equities, ETFs, and mutual funds, and offers affiliated tax preparation services alongside estate-planning facilitation.

Natalie Ford is a financial advisor at Dodds Wealth, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at LPL Financial and the University of Denver. Dodds Wealth advises individuals, employer-sponsored retirement plans, trusts, and estates, offering portfolio management, financial planning, retirement-plan consulting, and limited investment consulting. The firm employs an active, asset-allocation centered investment approach, tailoring portfolios to client profiles and time horizons, and manages roughly $706 million in regulatory assets.