Merit | Denver Location
Denver, CO
1999 Broadway, Suite 1415
Denver, CO 80202
Phone: 303.996.6514
Fax: 720.634.2646
To learn more about our services, click here.
Peter F. Tedstrom
Regional Director
Peter F. Tedstrom
CFP®
Regional Director
Peter Tedstrom advises successful clients and their families on all aspects of their financial lives. He draws on 34 years of experience to provide valuable insight and inspire financial confidence, comfort and clarity, especially during times of transition.
Peter has been consistently recognized as one of the country’s top financial advisors. As a Certified Financial Planner™, he has provided objective investment management advice and financial services in a family office environment since 1984. Peter Tedstrom has been featured in various media including the Denver Business Journal and Channel 9 News on a wide array of financial matters. Additionally, he has co-authored a book, “Getting to the Heart of the Matter: A Revolution in Estate Planning for Wealthy Families.”
Peter has demonstrated his commitment to the Denver Metro community by serving on boards for multiple charitable organizations including the Denver Rotary Club, Bonfils Blood Center Foundation and the Sewall Child Development Center. In his free time, he enjoys spending time with his teenage children, skiing, traveling and playing golf.
Benjamin Michalski
Service Advisor
Benjamin Michalski
Service Advisor
Ben Michalski got started in the investment management industry in January of 2012 after receiving a BS in Finance from the University of Wisconsin Milwaukee. After 2.5 years with Edward Jones, he felt the mountains calling and decided to relocate to Denver in September of 2014. While in Colorado, Ben built upon this foundation working as a mutual fund wholesaler with Transamerica for 5 years. When not at work, Ben enjoys snowboarding, camping, playing guitar, and cooking.
Barbara Cottrell
Office Manager
Barbara Cottrell
Office Manager
Barbie Cottrell joined our team in the Spring of 2018. She is our office manager and is responsible for scheduling client meetings, managing the company calendar and running the office, directing phone calls, keeping the team organized and making all our clients feel like family. Barbie has owned a bookkeeping company for the past 28 years with clients that have included high-end property management companies, real estate companies and private clients.
Barbie was raised in Aspen, Colorado and, as a single mother, she successfully raised twin boys who are currently attending the University of Colorado. She moved to Denver in 2017 and enjoys skiing, hiking, yoga, concerts and spending time with her family and her Basset Hound, Duke.
Rebekah Suttle
Client Service Manager
Rebekah Suttle
Client Service Manager
Rebekah attended college at Arkansas Tech University and studied business and finance. Post-college, Rebekah worked in merchandising as a buyer and replenishment manager where she learned skills to manage her staff, handle multiple ongoing tasks and efficient and clear communication with vendors and clients. Rebekah’s financial experience began with LPL in 2014 working as a Branch Operations Manager and bookkeeper. She was responsible for the onboarding of new advisors and their bookkeeping requirements. After working with several financial advisors who required a variety of administrative skills, Rebekah accepted a position with our team as an Advisor Assistant. Her experience, positive attitude and administrative skills have made her an invaluable part of the team at Merit Financial Advisors.
Rebekah has three children, three grandchildren and a Corgi named Bentley. Her hobbies include horseback riding, kayaking, camping and cooking.
David Larsen
Regional Operations Director
David Larsen
Regional Operations Director
David joined the team in 2016 as the Staff Accountant. He has more than 22 years of experience in the financial services industry. In 2017 he was promoted to Regional Operations Director and is responsible for Compliance, Operations and Accounting for the region.
A graduate of Western State Colorado University with a bachelor’s degree in Business Administration, David went on to serve as a United States Naval Officer and is a 17-time decorated Veteran of Foreign Wars.
David, his wife Andrea and their son Jacob, love skiing and snowmobiling in the winter, and hiking, biking, camping and boating in the summer. They are also music festival and street fair enthusiasts and avid Denver Broncos fans.
Shannon Wilson
Strategic Assistant | Marketing Project Manager
Shannon Wilson
Strategic Assistant | Marketing Project Manager
Shannon currently serves as our strategic assistant as well as marketing project manager. She has great attention to detail and is always happy to help our clients and team members. She has been a welcomed addition to the team.