Advisors at this firm
Noah K
Series 63, Series 66
Greenwood Village, CO
Stordahl Capital Management, Inc.
Noah Krier is a financial advisor at Stordahl Capital Management, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Charles Schwab & Co., Inc. and the City of Fort Collins. Stordahl Capital Management is an independent wealth management firm serving individuals, high-net-worth families, trusts, retirement plans, and institutions with comprehensive wealth management and financial planning. The firm uses an evidence-based, passive investment approach focused on global diversification, tax-aware portfolio construction, and primarily discretionary portfolio management across multiple model strategies.
Lauren P
Series 65
Greenwood Village, CO
Stordahl Capital Management, Inc.
Lauren Procknow is a financial advisor at Stordahl Capital Management, Inc. with a Series 65 designation and one year of industry experience. Her prior work includes roles at Wealthspire Advisors LLC and experience in the retail sector. Stordahl Capital Management is an independent wealth management firm serving individuals, high-net-worth families, trusts, retirement plans, and institutions. The firm employs an evidence-based, passive investment approach with global diversification and tax-aware portfolio construction, managing approximately $612 million in client assets across seven model strategies.
William S
CFP®, Series 63, Series 65
Greenwood Village, CO
Stordahl Capital Management, Inc.
William Stordahl is a CFP® with 33 years of industry experience, currently serving as an advisor at Stordahl Capital Management, Inc., where he has worked since 2017. Prior to that, he was with Wells Fargo Advisors Financial Network LLC for eight years. Stordahl Capital Management is an independent wealth management firm overseeing approximately $612 million in client assets. The firm serves individuals, high-net-worth families, trusts, retirement plans, and institutions, employing an evidence-based, passive investment approach focused on global diversification, tax-aware portfolio construction, and the use of ETFs and mutual funds.
Olivia S
CFP®, Series 63
Greenwood Village, CO
Stordahl Capital Management, Inc.
Olivia Stordahl is a CFP® with one year of industry experience, currently serving as an advisor at Stordahl Capital Management, Inc. She previously worked at Dimensional Fund Advisors and has a background that includes four years at the University of Arizona. Stordahl Capital Management is an independent wealth management firm serving individuals, high-net-worth families, trusts, retirement plans, and institutions. The firm employs an evidence-based, passive investment approach with a focus on global diversification, tax-aware portfolio construction, and long-term management across multiple model strategies.
Michel S
CFP®, Series 65
Greenwood Village, CO
Stordahl Capital Management, Inc.
Michel Swanson is a CFP® with five years of industry experience, currently serving as a financial advisor at Stordahl Capital Management, Inc. He previously worked at Diversified Asset Management, Inc. and has experience in higher education, including roles at the University of Colorado and Pikes Peak Community College. Stordahl Capital Management is an independent wealth management firm that manages approximately $612 million in client assets, serving individuals, high-net-worth families, trusts, retirement plans, and other institutions. The firm employs an evidence-based, passive investment approach focused on global diversification and tax-aware portfolio construction, offering a range of model strategies and discretionary portfolio management.
Matthew K
CFP®, Series 65
Greenwood Village, CO
Stordahl Capital Management, Inc.
Matthew Knuth is a CFP® with four years of industry experience, currently serving as an advisor at Stordahl Capital Management, Inc. since 2021. His prior experience includes roles at Valenta Capital Management, LLC and Nelson, Van Denburg & Campbell Wealth Management, LLC. Stordahl Capital Management is an independent wealth management firm managing approximately $612 million in client assets. The firm serves individuals, high-net-worth families, trusts, retirement plans, and institutions using an evidence-based, passive investment approach focused on global diversification, tax-aware portfolio construction, and long-term management across multiple model strategies.