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Call us at 303-221-4867 for a free consultation

About Us

Transitions was founded In Denver in 1999 by a team of accountants, and many of the principles we apply are rooted in a very practical CPA perspective. Our broad-based expertise in investments, law, tax, insurance and retirement planning enable us to provide exceptional wealth management services.

About Us

Transitions was founded In Denver in 1999 by a team of accountants, and many of the principles we apply are rooted in a very practical CPA perspective. Our broad-based expertise in investments, law, tax, insurance and retirement planning enable us to provide exceptional wealth management services.

OUR TEAM

Our team offers the dedication and skills it takes to achieve your goals

We take a consultative process to your financial challenges and work as a team to design solutions to help you achieve your most important goals.

We are part of the Denver community and personally invested in the success of each of our clients. We’re here for you whenever you need us and are proactive in offering advice and support.

Bruce Bendell CPA/PFS

Bruce Bendell CPA/PFS

Managing Member

Bruce is a CPA and a Personal Financial Specialist (PFS) who has specialized in tax, audit and financial planning since 1990. Prior to founding Transitions Wealth Management in 1999 and concurrently, he stays up to date on tax law as a practicing CPA in tax compliance. Early in his career he worked as an auditor for Deloitte & Touche.  Bruce has a bachelor’s degree in accounting from the University of Colorado at Boulder.

Bruce is active in a number of community organizations, including Shalom Park, a provider of professional healthcare services for elders. He co-founded and is ‘Chief Bicycle Pump’ for a grassroots organization Wish for Wheels that brings new bicycles and helmets to children in low income communities. He enjoys tennis, skiing, fly fishing, bike riding, family time and finishing each day with ice cream (preferably Carvel).

Michelle Sandt-Wade CFP®

Michelle Sandt-Wade CFP®

Member/Wealth Manager

Michelle is a Certified Financial Planner (CFP) with almost three decades of experience in wealth management. She has a bachelor’s degree in Finance from Colorado State University.

Michelle enjoys spending time with her husband and two daughters. She loves playing golf and is a big fan of historical fiction. She is an active volunteer at her church and serves on the boards of two neighborhood organizations as well as The Listen Foundation. She has a passion for mentoring young women in high school and college.

Michael Simmons CFP®

Michael Simmons CFP®

Member/Director of Financial Planning

Michael has been a financial advisor since 1997. Prior to joining Transitions in 2007, he worked with Morgan Stanley, Charles Schwab and Bank of the West. Michael is a Certified Financial Planner (CFP) and a member of the Financial Planning Association (FPA), Colorado Planned Giving Roundtable (CPGR), Estate Planning Council of Southeast Denver and the Lone Tree Chamber of Commerce. He has a bachelor’s degree in Finance from Freed-Hardeman University.

Michael enjoys spending time with his daughter and playing tennis. He has a soft spot for his home state of Kentucky and especially University of Kentucky athletics. Go Big Blue!

Gary Saltzman CPA/PFS

Gary Saltzman CPA/PFS

Member

Gary is a CPA and a Personal Financial Specialist (PFS) currently concentrating on small business, taxation, retirement, estate, and financial planning. Gary graduated from the University of Colorado and is a Denver native.

Gary is an active volunteer, providing leadership and support to numerous community and international organizations. He was able to reach the pinnacle of leadership by serving as President of B’nai B’rith International.

Family is the foundation of his life’s existence. Gary enjoys interspersing travel adventures, with time spent with his children and grandchildren.

Charles Wetmore

Charles Wetmore

Servicing Advisor

Charles provides support to our advisors and clients and is currently working on his Certified Financial Planner (CFP) designation. He has a bachelor’s degree in Economics from the University of California at Davis.

Charles enjoys spending time with his wife and son. He is passionate about traveling and outdoor activities like rock climbing, snowboarding and trail running. He also loves live music and watching soccer and football.

Nicole Duman

Nicole Duman

Office Manager

Nicole manages operations and day-to-day office activities at Transitions. She provides exceptional customer care and is the first point of contact for our clients. Prior to joining us, Nicole worked as a corporate event organizer.

Nicole enjoys outdoor activities with her husband and daughter. In addition to yoga, she loves taking walks with her French Bulldog Archie, and kickboxing. (Don’t mess with Nicole!)

Charles Wetmore

Charles Wetmore

Servicing Advisor

Charles provides support to our advisors and clients and is currently working on his Certified Financial Planner (CFP) designation. He has a bachelor’s degree in Economics from the University of California at Davis.

Charles enjoys spending time with his wife and son. He is passionate about traveling and outdoor activities like rock climbing, snowboarding and trail running. He also loves live music and watching soccer and football.

Nicole Duman

Nicole Duman

Office Manager

Nicole manages operations and day-to-day office activities at Transitions. She provides exceptional customer care and is the first point of contact for our clients. Prior to joining us, Nicole worked as a corporate event organizer.

Nicole enjoys outdoor activities with her husband and daughter. In addition to yoga, she loves taking walks with her French Bulldog Archie, and kickboxing. (Don’t mess with Nicole!)

How can we help?

Drop us a line If you have questions about your retirement, investments, education planning, or anything else regarding your financial health and happiness.