Providing Customized Services for Discerning Clients
We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Tailored Service, Disciplined Strategies, Committed Guidance
We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to small business owners. Our personal approach and robust capabilities enable us to create customized financial plans and investment solutions. We are fiduciaries at both the individual and corporate level, and we are required to deliver a superior standard of service to every client we serve.
We believe investor education is imperative and we continuously educate on financial markets, economic trends, and financial planning topics. As a private practice, education is tailored to the individual and our client relationships drive our daily business activities.
Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success. We will work hand-in-hand with you to create your unique financial plan, then we apply our investment insight and expertise to tailor the required investment strategy to your unique situation and with your specific goals in mind.
Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.
Team
Managing Partners
Scott Tremlett CIMA®, CFP®, ChFC®
Scott is the Chief Investment Officer at Paramount Associates. Financial education is an important priority of Scott’s. He holds the Certified Investment Management Analyst® (CIMA®), the Certified Financial Planner® (CFP®), and the Chartered Financial Consultant® (ChFC®) designations. He teaches at pro bono financial planning events for the Colorado Financial Planning Association. He taught at Kaplan Financial Education, helping other financial advisors in the Denver area pursue the CFP® designation. Currently, he teaches the Denver community financial literacy as a member of the Association of Financial Educators.
The Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors, and wealth management professionals. Scott passed the Yale School of Management’s Investment Management Theory & Practice qualifying educational course as a prerequisite. The CIMA® certification continues to be the highest level of advanced investment education for client-facing advisors. Scott specializes in issues of wealth management and typically works with clients of high net worth.
As a Certified Financial Planner® practitioner, Scott holds the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. His areas of expertise include investment management, financial planning, tax planning, employee benefits and retirement planning, estate planning, and insurance. He adheres to the CFP® Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence.
Before establishing Paramount Associates, he was a Financial Advisor at Waddell & Reed, a Financial Advisor and Retirement Planning Specialist at Morgan Stanley, and a Vice President and Financial Consultant at Charles Schwab. He earned a bachelor’s degree in finance from the University of Wisconsin – Milwaukee.
Originally from Milwaukee, Scott lives in Parker, Colorado. Scott has two stepchildren, Tyson who lives in Parker and Jessimine who attends the University of Wyoming. In his free time, Scott enjoys concerts and attending sporting events. Scott keeps active with activities such as swimming, running, hiking, snowboarding, working out and playing basketball. He has also served as a volunteer with Denver Urban Scholars and Autism Speaks.
Andrew Klein
Andy is a highly experienced wealth manager and financial planning specialist who helps clients map out a workable plan designed to meet their needs and objectives, both on a short-term basis and in the long term, into and through retirement. In addition to financial planning, his areas of expertise include trust services, fixed income investments and investment management.
Before establishing Paramount Associates, Andy was a Financial Advisor at Waddell & Reed. Earlier in his career, he held the positions of First Vice President, Wealth Management, Financial Planning Specialist and Financial Advisor at Smith Barney; Assistant Vice President, Institutional Fixed Income Sales, and Second Vice President, Convertible Bond And High-Yield Bond Trading Desk at Drexel Burnham Lambert in New York City; and Assistant Treasurer and Assistant Branch Manager at United Counties Trust Company in Cranford, New Jersey.
Andy earned a bachelor’s degree in economics and business management from North Carolina State University.
Originally from Little Silver, New Jersey, Andy lives in Denver. In his free time, he enjoys sailing, skiing, cooking and traveling. Andy is a past vice president of the Denver Active 20-30 Children’s Foundation.
Financial Advisors
Christopher Coyle, AAMS®
Marketing Director
Chris is an up and coming financial advisor, with his Accredited Asset Management Specialist® designation. As a fiduciary, he always prioritizes his clients wants and needs above anything else. Learning and education have always been a passion of his, which he focuses on spreading within the Paramount Associates’ community through his daily posts on Paramount’s social media pages:
- https://www.linkedin.com/company/paramountassociatesdenver/
- https://www.facebook.com/paramountassociatesdenver
Before joining Paramount Associates in April of 2022, he interned at REMI coordinating with the senior economist team – consulting with government agencies through economic models. Most recently he was working on residential real estate investing analytics at Vesterra Investments.
Chris earned a dual bachelor’s degree in Economics and English from Amherst College, where he participated in the Association of Amherst Students (government) as a Senate member for his graduating class. He was also a voting member of Amherst’s Investment Club focusing on the technology sector.
Since college in Massachusetts, Chris has returned to his home state of Colorado, and currently lives in Denver. In his free time, he enjoys spending time with friends and family: skiing, hiking, mountain biking, golfing, fishing and working out.
He is currently on the volunteer committee for both the Alzheimer’s Association of Denver and Autism Speaks Colorado, and is on the Parker Chamber of Commerce Government Affairs Committee.
Member of the Association of Financial Educators (AFE)
Paramount Associates is a member of the Association of Financial Educators.
AFE is a nationwide educational bureau comprised of financial professionals in dozens of fields including investing, estate planning, accounting, tax, real estate, law, and more.
AFE members have a passion for education and share a common goal of empowering individuals and communities with the knowledge they need to take control of their own financial well-being.
Established in 2007 with the mission of promoting widespread and comprehensive financial literacy, AFE is the market leader in providing free educational workshops to companies of all sizes and in all market sectors throughout North America.
AFE members generously donate their time and knowledge and are bound by a rigorous Code of Conduct that demands transparency, accountability and integrity.
Member of the Parker Chamber of Commerce
The Parker Chamber of Commerce helps support and strengthen the local business community →
Contact Information for Paramount Associates
6400 S. Fiddlers Green Cir, Suite 1310
Greenwood Village, CO 80111
Phone: (720) 921-1000
LinkedIn: linkedin.com/company/paramountassociatesdenver/
Facebook: @paramountassociatesdenver