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

Jerry Middel


Keith R. Fisher


Meet Our Team

Seamus Byrne
Advanced Design Analyst


Fax: 303.261.8375

Higgins Ernst
Executive Assistant


Direct: 303.948.4053
Fax: 303.835.7207

Spencer A. Fugita


Direct: 303.948.4071
Fax: 303.835.7207

Adam Green
Senior Client Service Admin.


Direct: 303.948.4064
Fax: 303.558.4137

Linda Loui
Senior Client Service Admin.


Fax: 303.557.6212

Victoria R. Lucero
Senior Client Service Admin.


Direct: 303.948.4055
Fax: 303.557.6269

Aly Pelchat
Marketing Executive Assistant


Direct: 303.948.4061
Fax: 303.835.7207

Tammy Roberts
Executive Assistant


Direct: 303.948.4051
Fax: 303.835.7207

Roberta Seabol
Design Analyst


Direct: 303.948.4058
Fax: 303.731.3958

Mary Spelmanis
VP, Client Administration


Direct: 303.948.4059
Fax: 303.557.6144

Natasha Vollmuth
VP, Underwriting


Direct: 303.948.4080
Fax: 303.835.3824

Donna Zach
VP, Advanced Design


Fax: 303.835.4569