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

Chairman

Adam Truitt

President

Jerry Middel

Principal

Keith Fisher

Principal

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
Associate

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