As a Private Wealth Manager with UPSTREAM Investment Partners, I work with individuals, families, and business owners on their financial planning needs.
Upstream Investment Partners is a full-service financial consulting firm dedicated to helping our advisors work with their clients to help invest wealth and manage their hard-earned assets. Our firm is completely independent, so our loyalty belongs exclusively to our clients. We are a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products.
I grew up primarily in Westminster, Colorado and currently live in Arvada, Colorado with my wife Lori, we have two kids. I am a Veteran of the United States Marine Corps.
In my spare time, I spend time riding my Harley and other outdoor activities. I am a life member of HOG. I am a Denver Broncos season ticket holder and have been going to games with my family and friends since I was a child.
I have been in the financial services industry for more than 20 years. I began my career with Morgan Stanley in 2001, and time with other firms, including Smith Barney, Ameriprise, Regions Bank, Wells Fargo Advisors, Transamerica and Edward Jones. We enjoy taking a holistic approach to the planning process and understand the challenges round financial analysis. We want to understand what's important to you, establish a plan and partner together to keep you on track.
You can reach me at:
303-875-0575
dhaubert@upstreamip.com
6000 E Evans Ave. Ste 2-200
Denver, CO. 80222