Broker Check

Our Team

William Luthy

William Luthy, CPM®

Vice President | Resident Manager | Financial Advisor

970-422-3888

Tina McCallum

Tina McCallum, CFP®

Vice President | Financial Advisor

970-422-3889

Jessie Oliver

Jessie Oliver

Client Assistant

970-422-3890

Charmmie Park

Charmmie Park

Branch Operations Assistant

970-422-3891

Our Advanced Planning Team

Your relationship with The Luthy McCallum Group is a collaborative effort between our team and the deep resources of Baird. For advanced planning cases, we will frequently seek the additional counsel of our dedicated in-house experts. Collectively, we develop tailored solutions for the complex issues facing families with substantial wealth.

Tim Steffen, CPA/PFS, CFP®, CPWA®

Tim Steffen, CPA/PFS, CFP®, CPWA®

Director of Advanced Planning

Melanie Schmieding, CTFA

Melanie Schmieding, CTFA

Director of Family Wealth

Heath McAteer, CPA®, CFP®

Heath McAteer, CPA®, CFP®

Tax Strategist

Erica Kroll

Erica Kroll

Insured Solutions Consultant

Charmmie Park

Charmmie Park

Branch Operations Assistant

970-422-3891

Jessie Oliver

Jessie Oliver

Client Assistant

970-422-3890

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