Heirloom Wealth Management LLC

David Morgan Jr. is a CFP® with 28 years of industry experience. He is currently with Heirloom Wealth Management LLC, where he has worked since 2026. His prior experience includes positions at MorganRosel Wealth Management, Purshe Kaplan Sterling Investments, PKSA, and Morgan Stanley Smith Barney. He occasionally assists clients with life insurance coverage as a licensed agent. Heirloom Wealth Management advises individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing over $1 billion in assets across a team of 18 advisors. The firm employs a goal-based planning approach with discretionary investment management and offers additional services including donor-advised fund management and tax advisory through an affiliated entity.

Roger Segler is a financial advisor at Heirloom Wealth Management LLC with a Series 65 credential and three years of industry experience. Before joining Heirloom Wealth Management in 2022, he has been involved with All Recycling, Inc. since 2010. Heirloom Wealth Management advises individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing about $1.1 billion for approximately 829 clients through a team of 18 advisors. The firm offers discretionary investment management, financial planning, donor-advised fund management, and retirement plan advisory services guided by its goal-based Live Well Planning Process and uses a variety of investment vehicles including equities, ETFs, mutual funds, and alternative mutual funds.

Michael Euston is a CFP® with 15 years of experience in the financial services industry. He has worked at Heirloom Wealth Management LLC since 2018 and previously at Independent Financial Partners and LPL Financial. In addition to his advisory role, he is a 50% owner of Heirloom Tax Solutions, LLC, which provides tax planning and coordination services. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing approximately $1.1 billion through a team of 18 advisors. The firm offers discretionary investment management and financial planning, using a goal-based process and risk assessment tools to develop and manage portfolios.

Jamie Olson is a financial advisor at Heirloom Wealth Management LLC with three years of industry experience. She holds a Series 66 designation and has prior experience at GPS Wealth Strategies Group, True Wealth Advisors, and LPL Financial. Outside of finance, Olson previously operated Reese and Co Portraits, a portrait photography business. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing about $1.1 billion across 829 clients. The firm uses a goal-based planning approach and discretionary portfolio management incorporating equities, ETFs, fixed income, and alternatives, supported by proprietary tools to assess risk tolerance and maintain strategic allocations.

Jeffrey Welty is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Heirloom Wealth Management LLC since 2021. He previously worked for Jackson National Life Distributors LLC for 12 years. Outside of advisory services, he holds a Colorado residence producer license as a life and health insurance agent. Heirloom Wealth Management advises individuals, high-net-worth clients, retirement plans, institutions, charities, trusts, and estates, managing approximately $1.1 billion across 829 clients. The firm provides discretionary investment management, financial planning, donor-advised fund management, and ERISA 3(21) retirement plan advisory services, supported by its affiliated tax services entity.

William Miller is a financial advisor at Heirloom Wealth Management LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Independent Financial Partners and LPL Financial. Outside of his advisory role, Miller is an insurance agent licensed in Colorado, handling life, accident, and health insurance. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing over $1.1 billion across approximately 829 clients with a team of 18 advisors. The firm provides discretionary investment management, financial planning, and specialized retirement and tax advisory services, employing a goal-based planning approach and various portfolio strategies.

Cooper Benedict is a financial advisor with Heirloom Wealth Management LLC in Greenwood Village, CO. He holds a Series 65 designation and has less than one year of industry experience. Prior to joining Heirloom, he worked at Enterprise Bank and Trust and attended DePauw University. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing over $1 billion in assets. The firm offers discretionary investment management and financial planning through a team-based approach, using a goal-based planning process and a range of investment vehicles including equities, ETFs, and alternative mutual funds.

Nicholas Burke is a financial advisor at Heirloom Wealth Management LLC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Heirloom Wealth Management since 2019, following 15 years at Jackson National Life Distributors LLC. Outside of his advisory role, he is an insurance agent licensed to sell life, health, and fixed annuities. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing approximately $1.1 billion across about 829 clients with a team of 18 advisors. The firm provides discretionary investment management, financial planning, donor-advised fund management, and retirement plan advisory services, integrating tax services through its affiliate Heirloom Tax Solutions.

Jackson Potter is a CFP® with five years of industry experience, currently serving at Heirloom Wealth Management LLC. He previously worked at Potter Financial Solutions and Summit Wealth Advocates. Heirloom Wealth Management advises individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing over $1 billion in assets. The firm employs goal-based planning and discretionary portfolio management using a strategic process that includes equities, fixed income, and alternative investments.

Desiree Segler is a financial advisor at Heirloom Wealth Management LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at LPL Financial. In addition to her advisory role, she serves on the board of the Sage Singers, an elder choir in the Denver community. Heirloom Wealth Management advises individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing approximately $1.1 billion across 829 clients. The firm provides discretionary investment management, financial planning, and donor-advised fund services, utilizing a goal-based planning process and regularly rebalancing portfolios among various asset classes.

Deron Swaby is a CFP® professional with nine years of industry experience, currently serving as an advisor at Heirloom Wealth Management LLC in Greenwood Village, CO. His prior work includes roles at Charles Schwab and several other financial firms. Heirloom Wealth Management advises individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing over $1 billion in assets through a team of 18 advisors. The firm offers discretionary investment management and financial planning services, utilizing a goal-based planning process and strategic portfolio allocations across various asset classes.

Amanda Arthur is a financial advisor with Heirloom Wealth Management LLC in Greenwood Village, CO, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Heirloom Wealth Management since 2019 and previously held positions at Creighton Retirement Partners and Kestra Financial Services. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing over $1.1 billion for approximately 829 clients through a team of 18 advisors. The firm provides discretionary investment management, financial planning, donor-advised fund management, and retirement plan advisory services, using a goal-based planning approach and a mix of equity, fixed income, and alternative investments.

Gabriel Pardue is a Series 65-licensed financial advisor with Heirloom Wealth Management LLC, based in Greenwood Village, CO. He has one year of industry experience and previously worked at Adamic Ranch, Fifth Third Bancorp, and Chevron. Heirloom Wealth Management serves individuals, high-net-worth clients, retirement plans, institutions, charitable organizations, trusts, and estates. The firm provides discretionary investment management, financial planning, donor-advised fund management, and retirement plan advisory services, utilizing a goal-based planning process and strategic portfolio allocations.

Lesley Johnson is a financial advisor at Heirloom Wealth Management LLC with one year of industry experience. She holds a Series 65 credential and has a background that includes roles at Whipplewood Advisors, Sammells & Associates, and other firms. Outside of her advisory duties, Lesley serves as the Tax Director for Heirloom Tax Solutions, where she focuses on tax preparation and planning. Heirloom Wealth Management advises individuals, high-net-worth clients, retirement plans, institutions, and charitable organizations, managing approximately $1.1 billion through a team of 18 advisors. The firm employs a goal-based planning process and discretionary investment management, incorporating a variety of asset classes and risk assessment tools.

Luke Terwilliger La Flam is a financial advisor at Heirloom Wealth Management LLC with a Series 65 credential and one year of industry experience. His prior work includes roles with Slammers Baseball and the Cherry Creek School District. Heirloom Wealth Management advises individuals, high-net-worth clients, retirement plans, institutions, charitable organizations, trusts, and estates. The firm employs a goal-based planning approach and discretionary portfolio management, utilizing a variety of investment vehicles and risk assessment tools.