Our Team
We are proud to have fostered a culture that values teamwork, collaboration, and integrity. Each of our clients is supported by a three-person advisory team, including a Lead Advisor, Tax Professional, and Insurance Expert.
To us – credentials matter! It’s our commitment to our clients and to the profession. Our team is comprised of tenured financial professionals who have earned their EA, JD or CFP® designations and have a minimum of 10 years of experience in the financial sector.
We are focused on building deep and lasting relationships, and as Fee-Only Fiduciaries (non-commissioned), we want you to be confident that we always operate with your best interest in mind.
Disclosure: Indyfin and Progress Wealth Management are independent and unaffiliated organizations. Please refer to the important disclosures contained in the Indyfin Advisor Profile for information regarding the ratings, reviews, and other information regarding Progress Wealth Management that is included in the Profile.
Blaine Thiederman MBA, CFP®
Founder/Principal Financial Planner
As a CERTIFIED FINANCIAL PLANNER™, it’s Blaine’s life’s mission to provide unbiased financial education, advice, and guidance to help his clients create their path to financial independence. He believes that true comprehensive financial planning can provide the clarity and confidence necessary for families to understand and implement their own well-informed decisions.
His goal in working with you is to translate the complexity of financial topics into a simple, step-by-step action plan that you feel confident about and in doing so, help you understand how to align your money with your personal values and objectives. As a trusted source, his insights have been featured in articles by Forbes, US Today, The Washington Post, Yahoo Finance, MarketWatch, Business Insider, and MSN.
As a team, we can help you reach your financial goals faster and more thoughtfully by providing you with a step-by-step financial plan so you know what to expect along the way.
Blaine’s signed fiduciary oath is included here.
Vasil Baychev, EA
Vasil Baychev is Progress Wealth Management’s Close Business Partner and the founder of V-Tax Services. He is an Enrolled Agent and a member of the National Association of Enrolled Agents & the Colorado Association of Enrolled Agents. For those who don’t know, the Enrolled Agent Designation is the gold standard of tax related designations and the only one the IRS issues to tax professionals.
As an experienced tax professional, Vasil has consistently been recognized for his assessment and problem-solving skills. He brings 8 years of professional experience in accounting and tax.
Vasil founded V-Tax Services with a vision to enhance the quality of tax services and accessibility by making them go 100% online. As a tax professional, he has a demonstrated history of delivering exceptional tax services with his data-driven and proactive approach.
As part of working with Progress Wealth Management, you’ll get access to work with Vasil each year at no additional cost to you.
Adam Grealish
Head of Investments, Altruist
Adam Grealish serves as Head of Investments at Progress Wealth Management’s close business partner, Altruist and plays a vital role in the prudent management of our client’s assets.
Adam brings a wealth of finance and investing expertise to Altruist, with a career rooted in financial innovation. He most recently led Betterment’s strategic asset allocation, fund selection, automated portfolio management, and tax strategies. Grealish served as a vice president at Goldman Sachs, overseeing the structured corporate credit and macro credit trading strategies. Adam was part of the global quantitative equity portfolio management team at New York Life Investments earlier in his career.
Colleen Beckemeyer CFP
Senior Medicare Expert and Risk Management Consultant For Progress Wealth Management’s Close Business Partner, FEIP
Chris Brauner
Director of Risk Management at Progress Wealth Management’s Close Business Partner, FEIP
Brian Seigel, JD, AEP®
Estate & Business Planning Consultant at Progress Wealth Management’s close business partner, FEIP
Daniel Sullivan, JD
Lead Risk Management Expert at Progress Wealth Management’s close business partner, FEIP
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