About SWP

SWP In Pictures

You can read about a team, or you can look at one. This is ours — together, out on the trail, on a stage, in the back of somebody else’s classroom, and every so often getting handed something nice.

Together

The team, when nobody scheduled it.

Back at the office, in front of the mountains someone painted.

The whole team, one table.

A copper table, a plate of chips, and nobody in a hurry.

Three of us and a wall of good bottles.

Good company in the office.

The bagel run, delivered.

Off the Clock

Colorado, mostly. Usually with a dog.

Summer ’26 — the Courage Classic over Vail Pass at 10,662 feet, and a lot of water after.

Strategic Trails, Hike No. 1 — Rock On, at Red Rocks.

Strategic Trails, Hike No. 2 — Paws on the Trail, at Lair o’ the Bear.

Treehouses, alpine coasters, and one very patient dog.

Karen, enjoying semi-retirement exactly as advertised.

Sharing What We Know

Podiums and stages.

Guardian’s Championing Growth Summit — twenty years in.

Melissa sharing about processes, communication, and structure during the Team Summit.

Karen and Melissa — a 30-year partnership, showing up in Nashville.

Karen on stage with Megan Henretta, Wealth Management Consultant — West, Business Development at Park Avenue Wealth Management.

Still Learning

Rooms where we’re the ones taking notes.

Nisha and Neill at the Nasdaq MarketSite.

Neill and Nisha, between sessions.

AssetMark Gold Forum, front of the room.

On the road for The Living Balance Sheet.

Gold Forum, after hours.

Recognized in 2026

Two we were glad to see.

Best of Colorado 2026, in the pages of ColoradoBiz.

Karen, named to the Forbes Best-In-State list for a third straight year.