BOULDER, Colo., March 19, 2015 /PRNewswire/ — Sargent Bickham Lagudis, LLC, a nationally recognized wealth management firm, is pleased to announce Luke Daniel and Meagan D'Angelo as new partners of the firm.
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"This is an important step for SBL, setting a course for long term continuity of management and employee ownership of our company," said Richard Lawrence, President and CEO. "It is exciting that we have talented and dedicated long term employees like Luke and Meagan who can step into the partnership role. Meagan's dedication to client service and her long term relationships with many of our most significant clients make her a fundamental part of the Boulder operation. We have looked to Luke to establish and grow our presence in Denver, and he will continue to do so as we add to staff in his location in 2015."
Mr. Daniel's responsibilities include relationship management, portfolio management, investment analysis, and financial planning. A graduate of Colorado State University, he has been an advisor with the firm for seven years. Mr. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Life Underwriter. He volunteers on Colorado State University Foundation's Investment Committee and previously served on the Board of HealthSet, a nonprofit improving the lives of low income senior citizens.
Ms. D'Angelo is a lead advisor providing financial counsel for individuals, as well as investment research and financial planning. She is a graduate of the University of Colorado – Boulder and has been with SBL for eleven years in a variety of roles. Ms. D'Angelo is also a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association.
Sargent Bickham Lagudis, LLC is a fee-only wealth management firm providing customized investment management and financial planning for high net worth individuals, families, and nonprofit institutions. With offices in Boulder and Denver, SBL has served clients throughout Colorado and the United States for over 27 years. For more information, visit www.sblfinancial.com.
Media Contact:
Patricia Meneley
Boulder, CO
+1 (303) 443-2433
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