Staff
Our team takes customer service very seriously. Together, we are committed to providing exceptional customer service to all of our clients.
Kathleen R Koelsch
Associate Wealth Management Advisor
kathleen.koelsch@nmfn.com
720-562-4647
Kathleen Koelsch - Associate Wealth Management Advisor, has 8 years of financial services industry experience. She has been an integral part of Kurt Bethke's practice since 2006. Kathleen is securities licensed and holds a Colorado life and health insurance license. Kathleen is responsible for executing trades, fund transfers, and requests regarding transfers/wires, as well as record updates for all advisory clients. She is a graduate of the University of Texas at Austin. Kathleen enjoys reading, traveling and spending time with her daughter, Gabriella & husband, Ehren.
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Levi K Kautz
Associate Wealth Management Advisor
Levi.Kautz@nmfn.com
720-562-4645
Levi Kautz - Associate Wealth Management Advisor, has 14 years of financial services industry experience. He previously held the a role of Compliance Director for seven years with Northwestern Mutual in the Denver Agency, until he joined Kurt’s team in July of 2011. He is the primary contact for all insurance strategies/requests, as well as investment brokerage (Non advisory) transactions. Levi holds an MBA from the University of Phoenix and a B.S. degree from the University of Nebraska-Lincoln. He is securities licensed and holds a Colorado life and health license. Levi enjoys spending time with his family and volunteering in the local community in his spare time.
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