- Retirement Plan design assistance
- Fiduciary services such as investment selection, review and monitoring
- Vendor searches, benchmarking and management
- Investment Policy Statement preparation and/or review
- Plan transition coordination
- Participant education and communication
- Financial wellness strategies
*Located in Denver Tech Center, CO
Michael Jolie has 15 years of experience in the retirement plan arena. As part of his services, he provides plan design assistance and bench-marking services, vendor and investment analysis, as well as investment fiduciary oversight to Western Wealth Benefits clients. He partners with his clients to deliver customized guidance on all aspects of their retirement plan including their roles and responsibilities as fiduciaries.
Prior to establishing Western Wealth Benefits, he was a partner at a Denver based Wealth Advisory & Retirement Plans practice. Additionally, he has 12 years of experience developing and consulting with group employee benefit clients, which provides him with a comprehensive understanding of plan sponsors needs and concerns.
Michael earned a bachelor’s degree in business with an emphasis in marketing and economics from Eastern Connecticut State University. He is also an Accredited Investment Fiduciary (AIF®). Michael holds FINRA 6, 7, and 66 securities registrations with LPL Financial, as well and Life and Health Insurance licenses.
Michael is a participant in the Adams County Economic Development organization has been involved with the Home Builders Association of Metro Denver and is a past Associate of the Year for the Home Builders Association. He has been active in the community, raising money through the Leukemia and Lymphoma Society, the St. Baldrick’s organization, the March of Dimes and the Wounded Warrior Project.
Michael, his wife and daughter reside in Highlands Ranch and enjoy snowboarding, adventure running, shooting sports and fishing.
6000 Greenwood Plaza Blvd.
Greenwood Village, CO 80111
Email: [email protected]
Western Wealth Benefits is a separate entity from LPL Financial.