Around the Firm

Principal Scott Middleton Speaking at the Southwest Nonprofit Conference in Phoenix, AZ.

Innovest wouldn’t be the firm it is today without its dedicated employees who are committed to providing great service to our clients.  Beyond service, Innovest employees are known for being diligent, collaborative, honest and for seeking continual development.

We’re excited to celebrate the recent accomplishments of several Innovest employees!

Speaking Engagements

Several staff members attended Colorado Public Plan Coalition’s Annual Conference in Beaver Creek. VP Jared Martin spoke about Fiduciary Responsibility and President Wendy Dominguez spoke about Retirement Plan Fees.

Analyst Assistant John Brock and friends volunteering at Muckfest.

Jared Martin, Paul Nacario and Gordon Tewell attended National Association of Government Defined Contribution Administrators in New Orleans. Gordon was a panelist about Retaining Retirees.

Senior Lead Analyst TJ Berge and his wife Erica.

Innovest hosted the Southwest Nonprofit Conference in Phoenix on 9/17 in conjunction with Snell & Wilmer and Eide Bailly. Scott Middleton spoke about The Economy and its impact on Nonprofit Organizations.

Giving Back:

Innovest team members volunteered and participated at Muckfest, a 5k mud run to benefit the National MS society.

Innovest clients and team members donated to our annual school supply drive. We were able to provide hundreds of supplies to students in need.

Featured in:

Innovest’s President and Co- Founder, Wendy Dominguez was a finalist for Denver Business Journal’s Outstanding Women in Business

Fun News:

Vice President, Natalie Roderick’s daughter, Cassidy, completed her undergrad degree in 3 years, with a double major.

Lead Senior Analyst, TJ Berge, was married in a beautiful summer ceremony in August.