Board President /Treasurer

Alec Quaid, CFP®
Poterack Capital Advisory

Alec is a Certified Financial Planner™ Professional with Poterack Capital Advisory.

Alec graduated from Colorado State University and has served on the COFPA Board for 3 years.

His role on the COFPA Board is to support Partners in their involvement in the organization.

President-Elect/Education/Secretary

Daniel Lee, CFP®, EA
Mariner

Danny Lee is a Senior Wealth Advisor at Mariner. He loves opportunities to think outside the box and help strategize with clients to help them achieve and maximize their financial aspirations. His philosophy for building life-long relationships with clients is simply to treat them as if they were one of his own family members. 

He started his investment career at Charles Schwab as an active trader and Associate Private Client Advisor where he actively traded, developed, and implemented financial/investment plans for clients. He has earned his CFP®  and is an Enrolled Agent (EA), which is the highest credential the IRS awards and grants the privilege of representing taxpayers before the Internal Revenue Service. 

Danny attended the University of Northern Colorado, where he received a bachelor's degree in business finance.

 Career Development Chair/NextGen  

Xavier Lewis
Lotus group Advisors

Xavier Lewis, armed with dual degrees in Finance and Management, started his career in banking before spending nine years as a Wealth Planner at Trilogy Financial. Now at LotusGroup Advisors, he's all about providing financial clarity, investing wisely, and making sure his clients' money is working as hard as they do.

When he's not building financial game plans, Xavier is busy making an impact in the business community. He serves on the Executive Board of Directors for the Cherry Creek Chamber of Commerce, where he previously led the Young Professionals Board (2020-2023). 

A true Colorado native, Xavier is a die-hard local sports fan and an avid golfer. Off the course, he loves traveling and discovering great food and wine with his wife, Alex. Whether he's fine-tuning investment strategies or perfecting his short game, Xavier is always focused on helping people win—both financially and in life.

Membership Chair

Mark Milligan
Spring Ridge Advisor Solutions

Mark Milligan is an Independent Consultant engaged in the Financial Services industry as a business-to-business Connector and Thought Leader.

He has been affiliated with firms such as Morgan Stanley, Deutsche Asset Management, Envestnet, and most recently TD Ameritrade Institutional, where he was in leadership in Managed Account Services.  His early days as a Financial Advisor on 17^th Street in Denver were the beginning of a love affair with both Colorado and The Financial Services Industry that has continued for his entire career.

Today His primary focus is bringing people and firms together in our industry to expand their capacity via new networks and ideas. In doing so, his goal and number one priority are to bring ideas to light that can arguably bring a solid addition to a financial advisor’s value proposition.

Because of his experiences of the past 4+ decades in Financial Services, he has a vast network of industry leaders and luminaries from which to share the best-of-breed ideas.

Partnership Chair 

Logan C. Richard, CFP®
Denver Private Wealth Management

Logan Richard is a Certified Financial Planner at Denver Private Wealth Management. He graduated from the University of Colorado Boulder in 2022 and has been a part of the company ever since. This is Logan's 3^rd year in the COFPA and 1^st on the Board of Directors. Logan's role for the COFPA is to be the Director of Partnership and support all of our valuable partners and guide the organization to success.

Pro Bono Chair 
Heidi Phan-Peterson, CFP®
Illumination Wealth Management

Women of FPA Colorado/Affiliate Relations Committee Chair

Marcie Carvalho
Transamerica

Marcie is the Advisory Solutions Consultant for the western half of the country and resides in Arvada, Colorado. 

She has been with Transamerica for 15 years and provides an educational process to fee-based advisors, to assist them in creating a simple solution to help ensure a low-cost, tax-deferred benefit, for clients during retirement. 

Marcie's philosophy is that success is found in honesty, character, and integrity. 

As a Volunteer Allied Professional, her job is to support the financial planning industry by assisting in the annual planning process and coordination of member events throughout the year. 

Past President(Chairperson)

Matthew Lengel, CFP®
Summit Point Capital Management

Matthew Lengel has spent over 10 years in the industry and is currently an owner of a wealth management firm acting as a lead advisor and various other functions. He enjoys being deeply involved in the Denver community as he works to meet people and impact lives through helping them with their overall financial picture. Some of the ways Matthew has been involved in the local community include:

– President (Chairperson)/Education Chair of the Colorado Financial Planning Association (COFPA)
– Co-Chairman of the Associate Board of Directors for ACE Scholarships
– 2024 NAIOP Developing Leader of the Year and currently serves on the Membership Committee for NAIOP’s Colorado Chapter

Prior to his current role, he worked for Kathmere Capital Management as a Wealth Advisor. He was tasked with opening a Denver branch of the Philadelphia based firm. Matthew believes advancing his knowledge base to best serve his clients is critical. This is why he is so involved in the leadership of COFPA, pushing the CFP Credentials forward in the Colorado community and meeting like-minded advisors.