Gold Medal Waters, Inc.

Matthew Kelley is a CFP® with 23 years of experience in the financial industry. He has been with Gold Medal Waters, Inc. in Boulder, CO since 2004. Gold Medal Waters provides discretionary and non-discretionary investment management, wealth management, and financial planning to individuals, retirement plans, charitable organizations, and businesses. The firm emphasizes long-term strategic asset allocation primarily through mutual funds and incorporates research from third-party providers, including Vanguard and Dimensional Fund Advisors, to tailor portfolios to client goals and risk tolerance.

David Day is a CFP®-certified financial advisor with 10 years of industry experience. He has been with Gold Medal Waters, Inc. since 2017 and previously worked at Diversified Asset Management, Inc. from 2014 to 2016. Gold Medal Waters provides discretionary and non-discretionary investment management, wealth management, and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm emphasizes long-term strategic asset allocation primarily through mutual funds, tailoring portfolios to client goals, risk tolerance, and tax considerations.

Maryan Jaross is a financial advisor at Gold Medal Waters, Inc. in Louisville, CO, holding a Series 66 designation with 19 years of industry experience. She has been with Gold Medal Waters since 2008. Gold Medal Waters provides discretionary and non-discretionary investment management, wealth management, and financial planning to individuals, retirement plans, charitable organizations, and businesses. The firm emphasizes long-term strategic asset allocation primarily through mutual funds, tailoring portfolios to client goals, risk tolerance, and tax considerations, and incorporates research from Vanguard, DFA, and other providers in its investment approach.