Get simple, step-by-step advice to make affording your future easier, simpler, and more personal with Progress Wealth Management.
Here are the people you’ll be working with.
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.
We look forward to exploring the opportunities and options to help you plan for a better financial future by helping you create a more thoughtful plan, today.
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.
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 the 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.
Get your custom step-by-step guide to creating the future you dream of with our help.
We’re currently accepting new clients.