About Us

Based in Denver, Colorado, Financial Designs Ltd. is a recognized leader in 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 of our client’s 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 Team

J. Dave Hunter


Adam Truitt


Jerry Middel


Keith Fisher


Meet Our Team

Mary Spelmanis
VP, Client Administration

Direct: 303.948.4059


Natasha Vollmuth
VP, Underwriting

Direct: 303.948.4080


Donna Zach
VP, Advanced Design

Direct: 303.948.4060


Spencer Fugita

Direct: 303.948.4071


Seamus Byrne
Advanced Design Analyst

Direct: 303.948.4054


Higgins Ernst
Executive Assistant

Direct: 303.948.4053


Adam Green
Senior Client Service Admin.

Direct: 303.948.4064


Linda Loui
Senior Client Service Admin.

Direct: 303.948.4062


Victoria Lucero
Senior Client Service Admin.

Direct: 303.948.4055


Aly Pelchat
Marketing Executive Assistant

Direct: 303.948.4061


Tammy Roberts
Executive Assistant

Direct: 303.948.4051


Roberta Seabol
Design Analyst

Direct: 303.948.4058


Amanda Sedberry
Underwriting Assistant

Direct: 303.948.4057