*Located in Denver Tech Center, CO
Michael Jolie has more than 15 years of experience as a retirement plan consultant. 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 Retirement Consultants 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 Retirement Consultants, 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 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 St. Baldrick’s organization (yes, he is voluntarily bald sometimes), the Leukemia and Lymphoma Society, and the Wounded Warrior Project.
Michael, his wife and daughter reside in Highlands Ranch and enjoy fishing, cooking, snowboarding, shooting sports and all the Rocky Mountains have to offer.
6000 Greenwood Plaza Blvd., Suite 100 | Greenwood Village, CO 80111
Office / Fax: 303.393.2346 | Cell: 303.995.1245