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.

The Executive Team

Jerry Middel

Principal

Keith R. Fisher

Principal

Shawn M. Tidwell

Principal

Underwriting, Plan Design, Client Service and Administrative Team

Underwriting

Natasha Vollmuth
VP, Underwriting

 

Direct: 303.948.4080
Fax: 303.835.3824

Vickie Mann
Underwriting Coordinator

 

Direct: 303.948.4057
Fax: 303.558.4131

Plan Design

Mary Ann Hartsough
VP, Advanced Design

 

Direct: 303.948.4058
Fax: 303.731.3958

Donna Zach
VP, Advanced Design Analyst

 

Direct:303.948.4060
Fax: 303.835.4569

Roberta Seabol
Design Analyst

 

Direct: 303.948.4058
Fax: 303.731.3958

Seamus Byrne
Design Analyst

 

Direct:303.948.4054
Fax: 303.261.8375

Client Service

Mary Spelmanis
VP, Client Administration

 

Direct: 303.948.4059
Fax: 303.557.6144

Brenda Easter
VP, Executive Benefits

 

Direct:303.948.4065
Fax: 303.382.4680

Linda Loui
Senior Client Service Admin.

 

Direct:303.948.4062
Fax: 303.557.6212

Adam Green
Senior Client Service Admin.

 

Direct: 303.948.4064
Fax: 303.558.4137

Victoria R. Lucero
Senior Client Service Admin.

 

Direct: 303.948.4055
Fax: 303.557.6269

Maura Spangler
Client Service Administrator

 

Direct: 303.948.4052
Fax: 303.835.7207

Administration

Higgins Ernst
Executive Assistant

 

Direct: 303.948.4053
Fax: 303.835.7207

Tammy Roberts
Executive Assistant

 

Direct: 303.948.4051
Fax: 303.835.7207

Aly Pelchat
Marketing Executive Assistant

 

Direct: 303.948.4061
Fax: 303.835.7207