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Meet The Team

About Progress Wealth Management

Meet The Team

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.

Blaine Thiederman is one of the best financial advisors in Colorado. View his Indyfin profile, here.

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.

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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.

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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.

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Colleen Beckemeyer CFP

Senior Medicare Expert and Risk Management Consultant For Progress Wealth Management’s Close Business Partner, FEIP

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Chris Brauner

Director of Risk Management at Progress Wealth Management’s Close Business Partner, FEIP

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Brian Seigel, JD, AEP®

Estate & Business Planning Consultant at Progress Wealth Management’s close business partner, FEIP

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Daniel Sullivan, JD

Lead Risk Management Expert at Progress Wealth Management’s close business partner, FEIP

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Get your custom step-by-step guide to creating the future you dream of with our help.

We’re currently accepting new clients.

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Progress Wealth Management • email us at blaine@progresswealthmanagement.com• Meet us at 12183 West 57th Ln Arvada, Colorado, United States of America 80002 • Hours Of Operation: 7AM - 7PM, Monday through Friday • Blaine Thiederman MBA, CFP®
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All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Progress Wealth Management and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Progress Wealth Management an Investment Advisor in the State of Colorado. Being registered as an investment adviser does not imply a certain level of skill or training.
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• Securities offered through Charles Schwab & CO and Altruist, LLC, Member FINRA/SIPC. Progress Wealth Management Charles Schwab & CO and Altruist, LLC are separate entities, independently operated. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Colorado or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
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