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Who We Are

When our founder, Michael Coleman, was approached with the chance to work as an independent financial advisor, he knew right away that it would be a good fit. This transition to independence allowed him to provide a higher level of service to his clients and cater plans that are right for their needs.

At Woodlake Wealth Management, we are here to serve as your financial guide and craft plans to take you from where you are today to where you hope to be tomorrow. Our years of experience and knowledge of the investing world allow us to guide you away from any planning pitfalls and craft a path that is right for your goals. We aren’t motivated by any commissions or proprietary products and our only loyalty is with our clients.

Contact us today to learn more. We’d be more than happy to help.

Michael Coleman

President / Financial Advisor

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your...

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Kent Hansen

Vice President / Financial Advisor

Kent Hansen is a Chartered Retirement Planning Counselor with over 30 years of experience in the financial services industry. He joined Woodlake Wealth Management as Vice President in 2017 His financial services background includes...

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Tia has been working with investment advisers in the financial industry for over five years. She holds a Series 7 securities license through LPL Financial and has passed the Series 66 exam. Tia assists Michael Coleman and Kent Hansen...

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Amy Mueller

Director of Marketing / Graphic Designer

Amy Mueller is the Marketing Director and Graphic Designer for Western Wealth Advisors. She designs logos, ads, and any other type of marketing material in addition to being a marketing consultant for Advisors. Amy has been a...

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Brittney Pickthall

Marketing Specialist / Associate Graphic Designer

Brittney Pickthall is a Marketing Specialist / Associate Graphic Designer on the support team for Western Wealth. Brittney assists advisors with marketing requests and questions, manages ComplianceMax submissions and questions, and...

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Heather Palumbo

ParaPlanner / Director of Portfolio & Investment Research

Heather Palumbo is the ParaPlanner and Director of Portfolio & Investment Research for Western Wealth Advisors. Heather provides Advisors with portfolio research and analysis. Heather began working in the business in 2000. She offers...

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Chris Heiliger

Administrative Specialist

Provide Morningstar research, analysis and maintenance for clients & prospects Provide Morningstar reports to Advisors for client meetings Generate equity and mutual fund research reports from Standard & Poors Supply monthly and...

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Alex Thurby

Technology Specialist

Alex was born and raised in Colorado and graduated from Metropolitan State University of Denver in December 2017 with a Bachelors in History, a minor in Elementary Education and coursework in Technology. With a passion for technology...

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