About Us

About Us

Based in Denver, Colorado with a nationwide client base, Financial Designs Ltd. (FDL) 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 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

Jerry Middel

Principal

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

Adam Green

Senior Client
Relationship Manager

303.948.4064

Katherine Grimm

Executive Assistant

303.948.4053

Linda Loui

Senior Client
Relationship Manager

303.948.4062

Victoria Lucero

Senior Client
Relationship Manager

303.948.4055

Chris Maraist

Design Analyst

303.948.4061

Tammy Roberts

Executive Assistant

303.948.4051

Roberta Seabol

Senior Design Analyst

303.948.4056

Amanda Sedberry

Underwriting Assistant

303.948.4057

Katy Weak

Marketing Executive Assistant

303.948.4065

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