About Us
About Us
Based in Denver, Colorado with a nationwide client base, Financial Designs Ltd. (FDL) provides wealth transfer planning for families of multi-generational wealth, and executive benefits planning for owners and key executives of large, privately held and public companies.
Our planning process involves collaboration with all our clients’ key advisors. This collaboration gives our clients confidence that their choices and plans are heard and implemented. We proudly serve our clients as a trusted advisor and strive to create successful outcomes for the long term.
Principal and Advisory Team
Department Leadership
Natasha Vollmuth
VP, Underwriting
Donna Zach
VP, Advanced Design
Client Administration
Professionals
Julia Collelo
Underwriting Assistant
Becky Ferguson
Design Analyst
Liana Holm
Executive Assistant
Ryan Inman
Client Relationship Manager
Linda Loui
Senior Client
Relationship Manager
Katy Melnick
Marketing Executive Assistant
Tammy Roberts
Executive Assistant
Alex Russo
Design Analyst
Carly Silberberg
Client Relationship Manager
We believe in earning your trust and building long-term relationships. Contact us today so we can help you reach your goals.