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

Dave Hunter

Chairman

Adam Truitt

President

Karen Cecile

Chief Operating Officer

Keith Fisher

Principal

Spencer Fugita

Advisor

Department Leadership

Natasha Vollmuth

VP, Underwriting

303.948.4080

Donna Zach

VP, Advanced Design
Client Administration

303.948.4060

Professionals

Carly Anderson

Client Relationship Manager

303.948.4058

Julia Collelo

Underwriting Assistant 

303.948.4057

Becky Ferguson

Design Analyst

303.948.4072

Adam Green

Senior Client
Relationship Manager

303.948.4064

Katherine Grimm

Executive Assistant

303.948.4053

Ryan Inman

Client
Relationship Manager

303.948.4061

Linda Loui

Senior Client
Relationship Manager

303.948.4062

Katy Melnick

Marketing Executive Assistant

303.948.4065

Tammy Roberts

Executive Assistant

303.948.4051

Alex Russo

Design Analyst

303.948.4056

We believe in earning your trust and building long-term relationships. Contact us today so we can help you reach your goals.