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Derek N.H. Notman CFP®

Founder/CEO

Hello, my friends call me Derek or DJ.  Thank you for taking the time to visit my website to learn more about our team and what we do.  I am a Virtual Financial Advisor, CERTIFIED FINANCIAL PLANNER®, and the Founder of Intrepid Wealth Partners.

I am married to my lovely wife Amanda.  We have a 9 year old son (going on 16!) Neary, and a rescue dog, Barley, who is an English Setter that we rescued from Lebanon!  We love to travel, meet new people, and try new and different types of food. 

Here are some interesting facts about me, at least I think they are interesting ;)

  • PADI Dive Master:  I prefer diving in warm water, but my basic certification was in Lake Superior, brrrrr!
  • Delta Airlines Diamond Medallion Member:  In other words, I fly a lot!
  • Had the privilege of surfing in the Pacific, Atlantic,  and Indian oceans, the Caribbean and the Celtic Sea
  • Owner of 1 square foot of Laphroaig® Scotch Whisky Distillery
  • Jumped out of a plane, also known as skydiving!
  • Flown on the worlds 3rd longest flight multiple times, which also happens to be the worlds longest flight on a two engine plane!

I am an American and Irish dual national, having been born in Dublin, Ireland. My son also enjoys the benefits of dual citizenship, however my wife was born and raised in Minnesota. Our travels throughout the world have taught us that most people are genuinely good and want what is best for themselves, their families, and others. We have had the privilege of meeting some great people along the way, who have helped expand our horizons, both professionally and personally.

Here we are on a recent trip to Japan!

Family trip to Japan

As a Virtual Certified Financial Planner® Professional, my soul purpose is to help Entrepreneurs, Founders, Business Owners, Startup Companies, and their Families realize their hopes, dreams & goals through the powerful leverage of our financial planning process.

Please think of me and my team as a resource. Please contact me with any questions you may have. I look forward to hearing from you!

Cheers,

Derek

Karen Nickler

Executive Administrator

Karen has over 10 years of progressively diversifying professional experience. For the past 3 years she has been a virtual assistant managing a wide variety of clients from various industries and backgrounds. After graduating from West Virginia University with a Bachelors degree in Public Relations, Karen worked as an Executive Administrative Assistant before taking time off to raise her children.

Karen’s passion for helping people become the best version of themselves really helps her to shine as an Executive Administrator. Her organizational skills, attention to detail, work ethic combined with her strong journalism background and creative eye, make her able to handle any task or new challenge that comes her way.

In her spare time, Karen loves spending time with her family. Whether it’s running her kids to their sporting events or swimming in her pool and BBQing, family is what life is all about!  Karen is dedicated to helping families succeed and watching their dreams come true.

Drew Faloon CFP®

Financial Advisor
(719) 433-9018

Drew Faloon is a CERTIFIED FINANCIAL PLANNER with Intrepid Wealth Partners, LLC who specializes in helping hard working trailblazers live a more prosperous life, take care of their family and optimize their retirement strategy. Since graduating Cum Laude from Fort Lewis College, Drew has focused his business around honesty, intentionality, values based planning and creating an impact in the world.

After spending the first 5 years of his career at New York Life, Drew decided to "bet on himself" as he puts it and become an independent advisor as a way to better serve his clients. Drews main passion lies in helping people understand their personal values, so they may align their actions today, with the vision for their life. This ensures the hard work today will have payoffs in the future for his clients and the generations beyond.

Outside his passion for helping business owners and trailblazers progress towards overall financial well-being, Drew is an avid outdoorsman, having climbed all 58 14-thousand foot peaks in the state of Colorado with his Aussie mix, Talus by his side on many of them. On most weekends, you can find Drew in the outdoors, either enjoying activities by himself or leading groups of people on expeditions through his second business, Talus Outdoor Expeditions, LLC. Drew, much like our founder, Derek, enjoys traveling having visited Thailand and Japan since starting in the industry. He hopes to continue traveling to more places domestically and internationally as a way to complete more mountain expeditions along the way. He currently is completed the tallest 100 peaks in Colorado along with the 50 state high points!

Have specific investment or portfolio questions?

contact us today!

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