Get To Know Our Advisors

Our story. Our bios. One communal vision for how a responsible financial advisory practice should be run.

DENVER FINANCIAL ADVISORS THAT CAN WORK REMOTELY

It doesn't matter where you live. You don't have to be our next door neighbor to work with us. All you need is a computer and we'll get you hooked up with our video conferencing software. If my Mom can do it, so can you!

I started this company in 2012 because I was unhappy with the brokerage firm I was employed with. I was sick of working for someone else and I wasn't able to practice as an independent fiduciary with my clients. Aspen Leaf Wealth Management gives both myself and clients a freedom we never had before.

 

It's been rewarding building my company alongside experienced, like-minded, entrepreneurial Denver financial advisors that believe spending time outside the office with family and in the outdoors is just as important as time spent in the office.

- Greg Lessard, CFP®, CRPC®

Founder & Financial Planner

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Greg Lessard, CFP®, CRPC®

Jason Taylor, CFP®, E.A.

Pete Pittman, CFP®

Founder & Financial Planner

greg@aspenleafllc.com

(720) 593-4660

Financial Planner

jason@taylorsfinancial.com

(303) 883-1823

Financial Planner

pete@aspenleafllc.com

(720) 235-8894

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Greg lives in the Green Mountain neighborhood in Lakewood, Colorado with his wife Melissa and their two daughters, Maggie & Penelope. 

Shortly after founding Aspen Leaf Wealth Management in 2012, Greg built a niche investment business around socially responsible investing. 

Greg holds the CFP® & CRPC® designations and is the portfolio manager at Aspen Leaf Wealth Management, LLC. 

Outside of the office, Greg can be found riding his mountain bike, skiing, hiking 14ers, and camping with his family. 

Jason is a Colorado native and lives in Ft Collins with his wife Grace and their two daughters, Olivia & Violet. 

Prior to joining Aspen Leaf Wealth Management in 2013, Jason worked as a financial advisor at ING Financial Partners, now known as Voya Financial.

 

Jason holds the CFP® designation and is an Enrolled Agent (E.A.) with the IRS. He applies his tax chops not only at Aspen Leaf Wealth Management, but also at his family's CPA practice. 

In his spare time, Jason enjoys a competitive round of golf and hiking with his family. 

Pete lives in the Applewood neighborhood in Golden, CO with his wife Lisa, son Brock, and daughter Julia. 

Since 1997, Pete has worked in the financial services industry helping clients pursue their financial goals. 

Pete's advisory focus is bringing sustainable investing principals and business advice to entrepreneurs. Pete holds the CFP® designation. 

 

Pete and his family feel fortunate to call Colorado home and appreciate all that it has to offer. They fill their spare time with reading, traveling, hiking, bicycling, and skiing. 

 

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