Michael Beermann, BFA^®

Senior Wealth Advisor, Partner

Michael began his career in financial services with American Express in 1988 which included experience at First Data Corporation, Merrill Lynch and UBS Wealth Management. Primary activities have centered around the delivery of advice and counsel to many of the nation’s largest financial institutions and to private investors with a varying degree of financial complexity and objectives. Michael’s focus for the firm is to foster financial success for the families and individuals we serve. As a partner of the firm, Michael also understands the importance of giving back to the communities in which we live and work. Having a strong work ethic and exercising the philosophy that you should always do more than expected has generated strong, long-lasting relationships.

Education & Community Involvement
– Bachelors of Science degree in Finance; Wayne State College
– Archdiocese of Denver Investment Committee; 6 years
– Highlands Ranch Park & Recreation Foundation; 5 years
– Active in supporting several philanthropic organizations

Personal
Michael was born and raised in Nebraska. Upon graduation from Wayne State, he moved to Denver in 1988. Michael and his wife Anne have two daughters, Cristina and Brooke. Both girls attended and graduated Regis Jesuit High School. Cristina earned her Bachelor’s degree at the University of Colorado in Boulder. Brooke earned her Master’s in Public Health at Columbia University in New York City. Michael and Anne support several philanthropic efforts, enjoy golfing and family time.