It's been an exciting few months at Andstead Advisors! We wanted to share a few updates from around the firm, introduce a new team member, and highlight some memorable moments we've enjoyed with our clients.
A New Chapter: Welcome to Andstead Advisors
Earlier this summer, we officially transitioned from American Portfolios Denver to Andstead Advisors.
While our name has changed, the things that matter most have not. You'll continue working with the same team, receiving the same personalized guidance, and partnering with the same people you've come to know and trust.
Our new name better reflects who we've become over the years—a relationship-focused, independent advisory firm committed to helping individuals, families, and business owners make confident financial decisions.
Thank you to everyone who reached out with kind words and encouragement during the transition. We couldn't be more excited for this next chapter.
Meet Brandon Hernandez
Many of you may have already had the opportunity to work with or hear from Brandon Hernandez, who joined the Andstead Advisors team earlier this year as our Paraplanner.
Brandon works alongside our advisors to support financial planning, investment research, and client service, helping ensure our clients receive the thoughtful, personalized experience they expect. Since joining the team in March, he's become an integral part of our day-to-day operations, and we're excited for those of you who haven't yet met him to get to know him in the months ahead.
Please join us in officially welcoming Brandon to the Andstead family!
Thank You, Cade!
This summer, we had the pleasure of having Cade Sechrist as part of the Andstead Advisors team.
A recent graduate of the University of Colorado Boulder with a degree in Business Administration, Cade spent the summer learning the ins and outs of the financial planning profession while supporting our team on a variety of projects. His curiosity, professionalism, and willingness to jump in wherever needed made him a valued member of the office.
As Cade returns to CU Boulder to pursue his master's degree in Finance, we wish him all the best and look forward to seeing where his career takes him.
Client Appreciation Night at Coors Field
One of the highlights of our summer was hosting clients and their families for an evening at Coors Field as the Colorado Rockies took on the Kansas City Royals.
It was wonderful spending time together outside the office, enjoying great conversations, baseball, and beautiful Colorado weather. Events like these remind us that the relationships we build extend well beyond financial planning, and we're grateful to everyone who joined us.
Thank you for making it such a memorable evening!
A Personal Celebration
On a personal note, our Client Service Lead, Lauren Leone, recently got engaged!
We're excited to celebrate this special milestone with Lauren and couldn't be happier for her as she begins this next chapter.
Congratulations, Lauren!
Thank You
Whether you've been with us for years or are just getting to know Andstead Advisors, thank you for being part of our community. We appreciate the trust you place in our team and look forward to everything the rest of the year has in store.
As always, if there's anything we can do to help, don't hesitate to reach out. We're always happy to hear from you.