Forty North Wealth

Timothy Szymanski is a financial advisor at Forty North Wealth with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Panoramic Investment Advisors and Neidiger, Tucker, Bruner Inc. In addition to his advisory role, he is president and owner of Avalon Retirement Specialists and tutors students in computer science, focusing on Python programming and artificial intelligence. Forty North Wealth serves individual and high-net-worth clients, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm provides discretionary investment management, financial planning, and retirement plan consulting, implementing tailored portfolios using equities, ETFs, mutual funds, and fixed income while employing multiple analytical approaches.

Tammi Ellis is a Series 65-licensed financial advisor with Forty North Wealth in Glendale, Colorado, bringing two years of industry experience. Her prior work includes roles at Panoramic Investment Advisors, Fidelity National Title Insurance, First American Title Insurance, and Phoenix Asset Management. She also serves as a compliance consultant for Integrated Compliance Advisors, LTD. Forty North Wealth serves individual and high-net-worth clients, as well as retirement plans, institutions, and charitable organizations. The firm offers discretionary investment management and financial planning, tailoring portfolios through personal client discussions and employing a range of investment strategies and third-party platforms.

William Tanner is a Series 66 licensed advisor with 17 years of industry experience. He is currently with Forty North Wealth and has previously worked at Panoramic Investment Advisors and SII Investments, Inc. He is also the owner of Tanner and Company, which provides tax preparation services. Forty North Wealth serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm offers discretionary investment management, financial planning, retirement plan consulting, and participant education, using tailored portfolios and multiple third-party platforms to implement and monitor client investments.

Dustin Dinges is a CFP® professional with 30 years of industry experience, currently serving at Forty North Wealth. He previously worked at Panoramic Investment Advisors and Security Distributors, Inc. Since 2024, he has been a board member of the SE Denver Baseball League, a youth baseball organization. Forty North Wealth serves individual and high-net-worth clients as well as institutions and retirement plans, providing discretionary investment management and financial planning with tailored portfolios that use equities, ETFs, mutual funds, and fixed income.

Donald Hafner is a financial advisor at Forty North Wealth with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Panoramic Investment Advisors since 2017 and at SII Investments from 2002 to 2017. Forty North Wealth serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm provides discretionary investment management, financial planning, retirement plan consulting, and limited non-securities consulting, using tailored portfolios and a variety of investment tools and third-party platforms.

Stephen Tanner is a financial advisor with Forty North Wealth in Glendale, Colorado, holding a Series 65 designation and eight years of industry experience. He has worked at Panoramic Investment Advisors since 2017 and has been president and sole shareholder of S.M. Tanner Inc., a tax preparation service, since 1994. In addition to his advisory work, he serves as the personal representative on an estate and manages a tax preparation business. Forty North Wealth serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm provides discretionary investment management, financial planning, and retirement plan consulting, developing tailored portfolios through a combination of fundamental, technical, and cyclical analysis and utilizing third-party platforms and sub-advisors when appropriate.

Matthew Tuft is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Forty North Wealth in Glendale, Colorado. His prior roles include positions at Panoramic Investment Advisors, Bank of America, Merrill Lynch, and Crump Life Insurance Services. He is a board member of Colorado Village Collaborative, a charitable organization focused on building safe outdoor spaces for people experiencing homelessness. Forty North Wealth serves individual and high-net-worth clients, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm provides discretionary investment management, financial planning, and retirement plan consulting, employing tailored portfolios based on client objectives and risk tolerance, and utilizes multiple third-party platforms and separately managed accounts for implementation and reporting.

Lindsay Rider is a financial advisor with Forty North Wealth in Glendale, CO, holding a Series 65 designation and two years of industry experience. Prior to joining Forty North Wealth, Lindsay worked at Aca Group, Panoramic Investment Advisors, and Compliance Resource Partners. Outside of advisory work, Lindsay provides regulatory compliance consulting to SEC-registered investment advisers through Integrated Compliance Advisors. Forty North Wealth serves individual and high-net-worth clients, as well as institutional and retirement plan sponsors, offering discretionary investment management and financial planning. The firm customizes portfolios using equities, ETFs, mutual funds, and fixed income, and utilizes multiple third-party platforms and separately managed accounts to implement and monitor client strategies.

Michael Davis is a financial advisor at Forty North Wealth in Castle Rock, CO, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked at Panoramic Investment Advisors since 2017 and previously spent 15 years at Sii Investments. Outside of advisory work, he is involved in the structured settlements industry through the sale of fixed insurance products. Forty North Wealth serves individual and high-net-worth clients, retirement plans, institutions, and charitable organizations by providing discretionary investment management, financial planning, and retirement plan consulting. The firm develops tailored portfolios using equities, ETFs, mutual funds, and fixed income, employing multiple analysis methods and third-party platforms for implementation and reporting.

Nicholas Schneider is a CFP®-certified financial advisor with 16 years of industry experience. He currently works at Forty North Wealth and has held positions at Panoramic Investment Advisors, PRUCO Securities, The Prudential Insurance Company of America, TIAA-CREF, Physicians Investment Advisors LLC, Lion Street Financial LLC, and Physician Advisors, LLC. Outside of his advisory role, he is the owner of Nobel Scopus, LLC, a pass-through entity related to his work with Panoramic Investment Advisors. Forty North Wealth serves individual and high-net-worth clients, employer-sponsored retirement plans, institutions, charitable organizations, trusts, and estates. The firm provides discretionary investment management, financial planning, and retirement plan consulting, implementing tailored portfolios through a combination of equities, ETFs, mutual funds, and fixed income, while utilizing multiple third-party platforms and sub-advisors.