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Our Team

As founders of Aveo Capital Partners, we have extensive experience within the wealth management industry - working with affluent families that are committed to sound financial stewardship. Our partnership began nearly 20 years ago at Merrill Lynch in downtown Denver, Colorado. A journey that led us to UBS - before ultimately deciding that the best path forward for our clients was as an independent firm, directly registered with the SEC. Free from potential conflicts within publicly traded brokerage firms, Aveo Capital was successfully launched in 2011. Aveo currently manages more than one billion dollars in client assets. 

We serve a limited number of clients and focus on the importance of financial stewardship. Working in partnership with the clients we serve, coming along-side them in their journey through life and helping them achieve financial peace of mind - is our privilege.

Brian Rorick

Brian Rorick, CFP®

Co-Founder, Private Wealth Advisor

Michael Beermann

Michael Beermann, BFA

Co-Founder, Private Wealth Advisor

Marsha Nuttall

Marsha Nuttall

Director, Client Service

Jackelyn Diaz

Jackelyn Diaz

Client Service assistant

Iris Tucker

Iris Tucker

Client Service Assistant

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