Selective Wealth Management, Inc.

Christopher Devlin is a CFA® charterholder with 13 years of industry experience. He has been with Selective Wealth Management, Inc. since 2012 and currently works as part of an eight-advisor team based in Denver, CO. Selective Wealth Management, Inc. serves individual and high-net-worth clients with portfolio management and financial planning services. The firm manages approximately $426 million in assets across about 752 client relationships, offering discretionary investment supervisory services and separately managed accounts with periodic reviews and tailored financial planning.

Robert Wigfield is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Selective Wealth Management, Inc. since 2020 and previously held roles at BirdDog Group, LLC, Synopsys, Inc., and Liberty University. Selective Wealth Management, Inc. serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm manages approximately $426 million in assets across about 752 client relationships and operates seven offices, offering discretionary investment supervisory services and separately managed accounts with periodic reviews and tailored financial planning.

Shannon Kirkpatrick is a financial advisor at Selective Wealth Management, Inc. in Denver, CO, holding a Series 65 credential with eight years of industry experience. She is also the founder and executive director of Rekindling Ministries, where she leads teaching, content creation, and podcast hosting. Selective Wealth Management serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm manages approximately $426 million in assets, operates across seven offices, and offers discretionary investment oversight with client-tailored financial planning.

Andrew Neiderer is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Selective Wealth Management, Inc. since 2021 and previously held roles at MontVue Capital Management and Ameriprise Financial Services. Selective Wealth Management, Inc. serves individual and high-net-worth clients, offering portfolio management and financial planning services. The firm manages approximately $426 million in assets across eight advisors and uses discretionary investment supervisory services, including separately managed accounts that may incorporate derivatives.

Marjun Tare is a CFP® and holds a Series 65 license, with eight years of industry experience. She has been with Selective Wealth Management, Inc. since 2017 and previously worked at Liberty University from 2015 to 2017. Selective Wealth Management, Inc. serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm manages approximately $426 million in assets, offers discretionary investment supervisory services, and maintains seven offices, which is notable for its size and structure.

Joshua Standeven is a financial advisor at Selective Wealth Management, Inc. with 13 years of industry experience. He holds a Series 65 designation and has been with Selective Wealth Management since 2013. Selective Wealth Management serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm manages approximately $426 million in assets across about 752 client relationships and operates seven offices, offering discretionary investment supervisory services and tailored financial planning.

Brian Liedstrand is a financial advisor at Selective Wealth Management, Inc. with 11 years of industry experience. He holds a Series 65 designation and has served in the U.S. Marine Corps since 2017, including a role as a Marine for Life Representative. Liedstrand also acts as the music director for Harvest Presbyterian Church PCA. Selective Wealth Management serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm manages approximately $426 million in assets across eight advisors and offers discretionary investment supervisory services with tailored financial planning and periodic account reviews.

Trent Tarnstrom is a CFP® with three years of industry experience, currently serving as an advisor at Selective Wealth Management, Inc. in Charlotte, NC. His prior work includes roles at Rookie's and Liberty University. Selective Wealth Management, Inc. serves individual and high-net-worth clients by providing portfolio management and financial planning services. The firm manages approximately $426 million in assets across seven offices and offers discretionary investment supervision, separately managed accounts, and client-tailored financial planning.

Matthew Turner is a CFP® with seven years of industry experience, currently serving as an advisor at Selective Wealth Management, Inc. He has held roles at Selective Wealth Management since 2018 and has extensive prior experience at Strategic Funding, LP and Coley, Eubank & Company, P.C. In addition to his advisory work, he serves as the CFO of Strategic Funding, a nonbank lender specializing in business use real estate. Selective Wealth Management, Inc. serves individual and high-net-worth clients with portfolio management and financial planning services. The firm manages approximately $426 million in assets across eight advisors and offers discretionary investment supervision, separately managed accounts, and client-tailored financial planning through a broader physical footprint of seven offices.