Financial Advisors in Colorado

Greenwood Village, CO

8490 E. Crescent Pkwy.
Suite 110
Greenwood Village, CO 80111
Phone: 303.534.9328
Fax: 720.492.1318

Colorado Springs, CO

90 S Cascade Ave.
Suite 1130
Colorado Springs, CO 80903
Phone: 719.359.9450

Financial Services Offered in Colorado

At Merit Financial Advisors in Colorado, we offer a comprehensive suite of financial services designed to cater to your evolving needs. Our team of professionals is committed to providing personalized solutions that align with your long-term goals and aspirations. Whether you're seeking wealth management, investment strategies, retirement planning, tax strategies, financial or estate planning, we have decades of experience and resources to guide you and your loved ones every step of the way. With a client-centric approach and a deep understanding of the financial landscape, we deliver tailored strategies and insights to help you navigate the complexities of today's market. Experience the Merit way and embark on a journey toward financial success and confidence. Let’s build your tomorrow, together.

Financial Planning
- Wealth Enhancement
- Wealth Transfer
- Estate Planning
- Estate Administration
  - Tax planning/strategies
  - Retirement Planning
- Life Transitions
- Charitable Giving
Risk Management
- Wealth Protection
- Insurance gap analysis

Investment Management
- Portfolio Performance Analysis
- Risk tolerance
- Asset Allocation
- Withdrawal Strategies
- Concentrated stock divestiture strategies
- Comprehensive investment analysis
Concierge Services which Include:
- Coordination with Other Professionals
- Proactive Family Meetings
Retirement Services for Employers

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Our Team

Kate Redden

Regional Director, Partner

Kate Redden

CFP®, ChFC®, CKA®
Regional Director, Partner

Kate Redden is a Financial Advisor/Partner at Merit Financial Advisors. She works one-on-one with clients to help them reach their financial goals using interactive financial planning software and implementing customized investment strategies. Prior to joining the team in 2017, Kate was a Financial Advisor for 16 years at Ronald Blue & Co. (now Ronald Blue Trust), an independent, fee-only wealth management firm based in Atlanta, GA.

Kate earned her BA in Business Administration from Rhodes College where she was awarded the Wall Street Journal Departmental Award in Finance. Kate is a CERTIFIED FINANCIAL PLANNER™ certificant (CFP®) and also holds the Chartered Financial Consultant designation (ChFC®). She is a Certified Kingdom Advisor (CKA®) and has been involved with the Kingdom Advisors organization since its inception in 2003. She holds the Series 7, 63 and 65 licenses as well as various insurance licenses. She is currently pursuing the Certified Divorce Financial Advisor (CDFA®) designation to better serve people going through this life transition.

On the Personal Side:
Kate grew up as the daughter of a Delta airline pilot in Atlanta, GA. Due to the flight privileges, she was fortunate to be able to travel extensively during her life and still loves to see new parts of the world whenever possible. She has visited most of the fifty states in the continental U.S. and four out of seven continents. She even spent some extended time living and traveling in the Middle East in 1999.

When she and her husband, Stephen, relocated to Denver in 2009 with their two sons, Ethan and Andrew, she knew she was home! They moved to Denver to start New Denver Church where Stephen is a pastor and Kate volunteers on the production team. Kate also serves on the advisory board of The National Christian Foundation of Colorado.

Something You May Not Know:
Kate grew up riding and showing horses and when her dad retired from Delta, they relocated to a 60,000 acre working cattle, sheep and guest ranch in Wyoming. While Kate was living on the ranch in 2000, the movie director, Tony Scott, and a huge crew from Hollywood came to the ranch to film a Marlboro commercial.

Kate’s sister and brother-in-law still operate the family ranch and Kate enjoys participating in a true, Old West cattle drive with her boys in the summer.

Thomas Williams

Wealth Manager

Thomas Williams

Wealth Manager

Tom Williams is a Wealth Manager for the Colorado Springs office. He works directly with clients to provide comprehensive financial planning and customized investment strategies. In addition, he provides guidance in establishing life planning goals, especially around retirement transition. Prior to joining the team in 2020, Tom was a financial advisor and trust officer with a wealth management and trust company in Houston, TX for over 12 years.

Tom earned his BS in Technology as well as his MBA from the University of Houston. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and has more than 20 years of experience in investments, financial planning and trust administration.

On the Personal Side:
Tom spent most of his life in Houston, Texas. Thanks to vacations in Colorado and his wife’s early years living in Colorado, his love for the state and the beauty of the outdoors, he finally moved here in 2020.

While in Houston, Tom served as a Board member of several non-profit organizations including Avondale House, an agency that provides educational services to children with Autism, and the Houston Estate and Financial Forum. He looks forward to serving more non-profit organizations in Colorado Springs. He is also very active in his church.

Tom enjoys working on cars, fishing and a variety of outdoor activities. One of his favorite activities is participating with his wife in running and triathlon events.

Something You May Not Know:
During college, Tom was a cheerleader. He found the best way to view his University of Houston Cougar football team was from the field, on the cheerleading squad.

Chad Stevens

Wealth Manager

Chad Stephens

Chad Stevens

Wealth Manager

Chad Stevens is a Wealth Manager at Merit Financial Advisors. He graduated from Leeds School of Business at the University of Colorado at Boulder in the spring of 2019 and passed the Certified Financial Planner (CFP®) Board exam on his first attempt just months after graduation.

Chad’s primary focus is to provide excellent service to every participant of the retirement plans we serve. He works with business owners to develop retirement plans that are most effective for them and their employees.

In addition, Chad utilizes his knowledge from the CFP® board exam to build intricate financial plans that aim to evaluate every aspect of an individual or family’s financial life. This includes investment analysis, cash flow management, risk mitigation, estate planning, education planning, and retirement planning.

On the Personal Side:
Chad is all about the outdoors, growing up in North Carolina and Georgia gave him his first taste of mountain activities. From snowboarding & winter camping to fly fishing and hiking, he enjoys them all. But what he loves most is spending time with friends and experiencing nature while off-roading in his jeep. After a day on the trail, Chad enjoys hanging around a campfire in the mountains with his friends. When he’s not outside you can find Chad at the local climbing gym or volunteering with his church.

Something You May Not Know:
Chad enjoys long road trips to far away places from driving across the country and neighboring countries to flying around the world for a road trip across Australia. He plans to continue traveling to different places and experiencing diverse cultures around the world.

Danielle Bonilla

Regional Operations Director

Danielle Bonilla

Regional Operations Director

Danielle Bonilla is the Regional Operations Director at Merit. With more than a decade in the financial services industry, Danielle provides a deep background of all facets of client service and operations to our firm. With key responsibilities of strategic planning and account research and resolution, Danielle ensures personalized service is given to each client and their families.

Additionally, she is responsible for developing and implementing firm processes, as well as, mentoring and training our staff.

Danielle holds her FINRA Series 6 and 63 licenses, as well as Life and Health insurance. Prior to joining our team, Danielle worked as a Client Service Associate serving retirement plan sponsors, plan trustees and participants with their employer sponsored retirement plans. Danielle is committed to continuous growth and eagerly accepts the challenge of learning and understanding industry changes and regulations.

On the Personal Side:
On the personal side, Danielle has been married to her husband, Jorge for almost 20 years. A Colorado native, Danielle and her husband are raising their two children in Castle Pines, CO. Outside of the office, you may see Danielle, driving in her children’s carpool group or volunteering at her children’s school. Danielle believes that teachers are everyday superheroes, and they hold a special place in her heart. Danielle has recently started a personal campaign to "Adopt-a-Teacher."

While Danielle was younger, it was a family tradition to gather and bake several recipes handed down through the generations. Rice Pudding, Biscuit Pie and Buttermilk Pie are some of Danielle’s favorite quick desserts. The holiday season is Danielle’s favorite time of year, as it gives her an excuse to bake her favorite cookie recipes.

Something You May Not Know:
Did you know that Danielle and her husband met after she dialed the wrong phone number? Remembering that she forgot to tell her co-worker about a customer request, Danielle briskly dialed “work” to pass on the quick message…she never reached the office, rather Jorge picked up the line!