LotusGroup Advisors

Nicholas Pirnack is a financial advisor at LotusGroup Advisors in Denver, CO, with 15 years of industry experience. He holds a Series 66 designation and has been with LotusGroup Advisors since 2011. LotusGroup Advisors provides financial planning and portfolio management services to individuals, trusts, businesses, and pooled vehicles, including high-net-worth clients. The firm employs a range of portfolio strategies based on client risk profiles and combines strategic allocation with a proprietary tactical methodology, offering frequent portfolio monitoring and detailed performance reporting.

Brian Mc Auliffe is a financial advisor at LotusGroup Advisors in Denver, CO, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Cigna, Emist, Morningstar Partners, L.P., and academic positions at Texas Christian University and Libertyville High School. LotusGroup Advisors offers financial planning and portfolio management services to individual clients, trusts, pooled vehicles, and businesses. The firm employs multiple portfolio strategies based on client risk profiles, combining strategic allocation with a proprietary tactical methodology, and maintains frequent portfolio monitoring and detailed client reporting.

Keaton Hamilton is a financial advisor at LotusGroup Advisors in Denver, CO, holding Series 65 and Series 66 licenses with 10 years of industry experience. He previously worked at Bonfire Financial, LLC and First Foundation Advisors. LotusGroup Advisors serves individual clients, trusts, businesses, and pooled vehicles with financial planning and discretionary and non-discretionary portfolio management. The firm employs a range of portfolio strategies aligned with client risk profiles, combining strategic allocation, a proprietary tactical methodology, and both fundamental and technical analysis, while offering access to private placement opportunities through affiliated investment management entities.

Raphael Martorello is a Series 65-licensed financial advisor with 21 years of industry experience. He is the managing partner at LotusGroup Advisors and LotusGroup Capital, LLC, splitting his time evenly between these affiliated registered investment advisers. Martorello has been with LotusGroup Advisors since 2007 and has managed his own firm, Martorello Money Management, since 2006. LotusGroup Advisors provides financial planning and portfolio management services to individuals, trusts, businesses, and pooled investment vehicles. The firm employs a range of portfolio strategies tailored to client risk profiles and integrates strategic allocation with proprietary tactical analysis, supported by frequent portfolio monitoring and detailed performance reporting.

Stephanie Schlemeyer is a financial advisor at LotusGroup Advisors in Denver, CO, holding a Series 65 designation with nine years of industry experience. She has been with LotusGroup Advisors since 2014. LotusGroup Advisors provides financial planning and both discretionary and non-discretionary portfolio management to individuals, trusts, businesses, and pooled vehicles. The firm uses a range of portfolio strategies tied to client risk profiles and combines strategic allocation with a proprietary tactical methodology, while also offering business valuation services and private placement opportunities for accredited clients.

Samuel Redman is a financial advisor with LotusGroup Advisors in Denver, CO, holding a Series 65 credential and five years of industry experience. His prior roles include positions at Fidelity Investments and Black Swift Group. LotusGroup Advisors provides financial planning and portfolio management services to individual clients, pooled vehicles, trusts, and businesses. The firm employs a range of portfolio strategies based on client risk profiles and combines strategic allocation with proprietary tactical methods, offering frequent portfolio monitoring and detailed performance reporting.

Xavier Lewis is a financial advisor with LotusGroup Advisors in Denver, CO, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at LPL Financial and National Planning Corporation. Outside of his advisory work, he serves as Vice President of the Cherry Creek Young Professional Board. LotusGroup Advisors provides financial planning and portfolio management to individuals, trusts, businesses, and pooled vehicles, utilizing a range of strategies tailored to client risk profiles. The firm is affiliated with an in-house investment manager that sponsors private funds and offers private placement opportunities to accredited clients.