Retirement Team
Phone: 303.791.2253
Chris Rogers
Wealth Advisor
David Swenson
Wealth Advisor
Coleman Benson, CFP®
Wealth Manager
Meet the Founder
Wallace Smith, ChFC®, RICP® | Founder & CEO
Wally Smith received his Electrical Engineering degree from University of Illinois and quickly leaned into the business development realm of engineering. He founded Ridgegate™ Financial in 2003 as an independent wealth management firm treating retirement and family financial planning differently – looking at each family as “Client, Inc”. Many clients were concerned about the “unknown unknowns” – they didn’t want to miss something important. Wally developed an approach based on proactive Leadership for clients with their finances. This approach reflects the business planning of sound management of both investment and income assets. Wally and his wife Lynn of 34 years enjoy the beautiful Colorado mountains with their kids and spouses.
Alternative Investments
Richard Arnitz | Director of Alternative Investments
Richard Arnitz is a results-driven Senior Executive with more than 30 years of experience spanning manufacturing, financial services, real estate, and insurance industries. His extensive experience includes sales, marketing strategy, and business operations within the financial services sector in working with both private and public companies.Richard Arnitz is a results-driven Senior Executive with more than 30 years of experience spanning manufacturing, financial services, real estate, and insurance industries. His extensive experience includes sales, marketing strategy, and business operations within the financial services sector in working with both private and public companies.
Real Estate
Alex Staverosky | Registered Investment Advisor & Realtor
As a Real Estate Strategist & Financial Advisor with Ridgegate™ Financial, Alex Staverosky helps high net worth individuals and real estate investors strive to use their finances to proactively and efficiently achieve their goals at every stage of their life. Throughout his time years in the field, Alex has gained invaluable experience from talking with hundreds of individuals regarding their personal and financial goals, and finding the unique planning strategies that allow them to move forward.
Tax & Accounting
Robert Campbell, CPA | Tax Manager - Ridgegate™ Tax
As the Tax Manager for the Ridgegate Tax, LLC team, Rob provides operational oversight, tax management, and advisory services for the firm. Rob began his career in Colorado before spending two decades in the financial technology sector in New York City, collaborating with major banks, hedge funds, and exchanges. Returning to Colorado, he transitioned into public accounting, focusing on tax, state, and local government matters before joining Ridgegate Tax, LLC. Rob’s diverse background offers a distinctive perspective on tax management and advisory services, blending cutting-edge technology with strategic planning to deliver innovative solutions to our clients' unique challenges.