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Team

 

Bill Eggert, CFP®

President and Founder

(303) 414 0400

(303) 414 0402

Bill has been helping his clients make wise wealth decisions since 1982 (continues ...)

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Margaret Kremers

Client Service Associate

(303) 414-0400

303-414-0402

Margaret joined the Eggert Financial Management team in January, 2014. She is responsible for ensuring our clients have an exceptional experience, working with both new and existing clients to meet their service needs. In addition,...

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Debbie, our newest associate, joined the Eggert Financial Management team in January 2018. Debbie is responsible for appointment scheduling as well as client service events and assists with meeting preparation, portfolio reporting and...

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