Senior Vice President, Wealth Management, Financial Advisor, Senior Portfolio Manager
Phone:
(303) 572-4844(303) 572-4844
The Buffalo Creek Group at Morgan Stanley
Direct:
(303) 572-4844(303) 572-4844
Toll-Free:
(800) 477-3041(800) 477-3041
Our Mission Statement
We understand how difficult it is for a family to accumulate assets, and how important it is to preserve not only principal, but purchasing power. We work with our clients to identify blind spots where they may be taking undue risk by developing a financial plan, and a portfolio tailored to their needs. Our guiding light in every interaction, is to collaborate with our clients in an effort to make sure they have the freedom to live the lifestyle they envision based on their convictions and goals.
Welcome
As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Managing Wealth, Helping Make a Difference
We take a holistic approach built on the development of deep and enduring relationships and the delivery of comprehensive wealth management services.
We work with a broad range of clients who value and respect the advice and guidance we carefully craft to help them achieve their personal and professional goals.
We work with a broad range of clients who value and respect the advice and guidance we carefully craft to help them achieve their personal and professional goals.
Our Clients Include
- Successful individuals and multiple generations of families
- Professionals in the healthcare, legal, technology, and financial fields
- Business owners and entreprenuers
- Women seeking guidance for themselves and their families
- Individuals faced with a major life event, such as a divorce, loss of a spouse or an inheritance
- Referrals from existing clients and industry professionals
- While each client has unique goals and circumstances, they all have one thing in common: The desire to simplify their financial lives and develop an integrated strategy to preserve and grow their wealth.
Transitions happen in life and we are prepared to help:
- Starting a family
- A new job or career change
- Planning for and enjoying retirement
- Relocating from another city or state
- The sale of a business
- A divorce or loss of a spouse
- A large inheritance
Financial Planning
Financial planning begins with your financial goals and investment objectives. We aim to tailor all aspects of your financial life to help meet your needs through the many phases of life: moving ahead in your career, enjoying retirement, or somewhere in between.
LifeView
LifeView is a suite of planning tools that includes goal-specific analysis that we use with clients to create a realistic, holistic strategy that integrates the various aspects of an individual’s financial life, including investments and cash management needs.
LifeView Client Questionnaire
Tax-Efficient Planning
Tax implications are always present in planning. Morgan Stanley Total Tax 365 offers a full spectrum of tax-efficient solutions to help mitigate the tax drag on your portfolio—so you can keep more of what you earn and improve after-tax returns.
Total Tax 365
Total Wealth View
We can enhance your goal planning by using Total Wealth View. The tool will feed external data directly into your plan, eliminating the tedious task of manually collecting and entering information.
How to Link Accounts From Other Financial Institutions
Spending and Budgeting
Get a comprehensive view of your incoming and outgoing cash no matter where your money is held with Morgan Stanley Online. Also, create custom budgets which can help you optimize how you put your money to work.
See Where Your Dollars Are GoingNAVIGATING LIFE'S MAJOR MILESTONES
Helping women transition into the next stage of their life after a major financial event is something our team is uniquely equipped to handle. Read below for some resources for common client situations, and please reach out if you have more questions.
Investing at Every Stage of Your Life
Investing is an important part of your wealth planning strategy, and you to invest in a way that fits both your lifestyle and your long-term goals. For women, that may mean factoring in pays gaps, career breaks, longer lifespans, and higher healthcare costs in retirement.
Wealth Planning for Women
Planning for the Future While Caring for Both Parents and Children
Millions of Americans are providing financial, emotional, and physical support for their children and their parents at the same time. Caring for multiple generations while also planning for your own retirement can be challenging.
Personal Needs Workbook
Setting Up for Success as a Caregiver
Caregiving can take a toll on your financial and psychological well-being. Balancing caregiving with your other personal and professional obligations can be stressful, and making time to take care of yourself is a critical part of providing the best possible care for your loved one.
Preparing to Care
Financial Well-Being After the Death of a Spouse
Losing a spouse may be one of the most traumatic events you ever face. This devastating loss drains your emotions and makes it hard to focus on simple daily tasks, let alone financial matters. But financial obligations are a fact of life—there are bills to be paid and decisions to be made.
Navigating Through Personal Loss Toward Financial SecurityINVESTOR RESOURCES
Morgan Stanley seeks to make complex financial ideas digestible so that our clients understand what is being done on their behalf to plan for their financial future, and why. The links below provide in-depth analysis on interesting topics that are affecting the world of business and finance not only now, but in the future.
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Click here for the most recent "GIC Weekly" Report
Morgan Stanley Ideas Podcast
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond.
Check out the latest episode
On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on various topics such as fixed income, global equities, monetary policy and more.
Click here for the most recent “On the Markets” Report
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Check out the latest episodeLocation
1550 Market St
Suite 600
Denver, CO 80202
US
Direct:
(303) 572-4844(303) 572-4844
Toll-Free:
(800) 477-3041(800) 477-3041
Meet The Buffalo Creek Group
Phone:
(303) 572-4074(303) 572-4074
Ben White
Registered Service Associate
Phone:
(303) 572-4833(303) 572-4833
About Douglas R Bonnie
Doug started in the industry in 1992. He is committed to helping clients achieve their financial goals through personal strategies with experience in financial planning, risk management, asset allocation, insurance, and estate planning strategies. In 2006, he became a Certified Financial Planner and continues to focus on finding solutions to help preserve and grow wealth.
Doug grew up in Colorado, and attended Cherry Creek High School and graduated from the University of Colorado, Boulder. When not at work, you can find him enjoying the outdoors mountain bike riding, skiing or fishing. He is passionate about public education, Junior Achievement, and the Leukemia & Lymphoma Society. He is married to Pamela and they have two children, Ellie and Brad. Doug resides in the Park Hill community of Denver.
Doug grew up in Colorado, and attended Cherry Creek High School and graduated from the University of Colorado, Boulder. When not at work, you can find him enjoying the outdoors mountain bike riding, skiing or fishing. He is passionate about public education, Junior Achievement, and the Leukemia & Lymphoma Society. He is married to Pamela and they have two children, Ellie and Brad. Doug resides in the Park Hill community of Denver.
Securities Agent: RI, CT, OH, NM, MT, MI, GA, CA, VT, PA, NY, NV, CO, MD, WI, UT, OR, OK, NE, IN, VA, MN, NH, AZ, AR, WY, NJ, IL, ID, SC, MO, MA, WA, TX, NC, KS, IA, FL; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1288089
NMLS#: 1288089
About Sarah Kopp
Sarah joins the team with over 15 years of experience in the Financial Services field. She graduated from the University of Colorado in 2005 with a degree in Business Economics and began her career working for the Peterson-Bonnie Group. She then moved to Jackson National Life as an internal wholesaler where she gained extensive knowledge in life and annuity products. Since 2010, Sarah has worked on the independent side of the wealth management field. She has held a wide range of responsibilities during her career, including but not limited to Customer Service Associate, Wholesaler and currently Financial Advisor. This exposure has given her a distinctive perspective on the client experience and the importance of a strong client-financial advisor relationship.
Outside of the office, Sarah is an avid tennis player, enjoys yoga, cooking and traveling. Her greatest accomplishment rests with her two children, Jack and Olivia, and a (very spoiled) chocolate lab named Hazel.
Outside of the office, Sarah is an avid tennis player, enjoys yoga, cooking and traveling. Her greatest accomplishment rests with her two children, Jack and Olivia, and a (very spoiled) chocolate lab named Hazel.
Securities Agent: WA, MN, OR, PA, WI, SD, OH, GA, AR, ID, ND, VI, WY, CA, FL, HI, MD, UT, NV, NH, NC, TX, VA, IL, KS, MO, MT, NJ, NM, IA, MA, CO, CT, IN, TN, OK, RI, NY, NE, AZ, MI, WV, VT, SC; General Securities Representative; Investment Advisor Representative
NMLS#: 2524017
NMLS#: 2524017
About Ben White
Ben began his career in the financial services industry in 2018 after graduating from Gonzaga University with a degree in Business Administration and a concentration in Finance. After spending some time with Toronto FC to pursue a professional soccer career, he decided to put his finance degree to work and became a Financial Advisor with Edward Jones. He joined Morgan Stanley in 2020 in Bellevue, Washington and later moved to Denver to join the Buffalo Creek Group.
Outside of the office, Ben is passionate about skiing and often finds solace on the slopes during the winter. His love for adventure extends to the kitchen, where he enjoys experimenting with new recipes and cooking up a storm. Most importantly, he cherishes the quality time he spends with his fiancé, Kelsie, and their beloved Bernese Mountain Dog, Kirby.
Outside of the office, Ben is passionate about skiing and often finds solace on the slopes during the winter. His love for adventure extends to the kitchen, where he enjoys experimenting with new recipes and cooking up a storm. Most importantly, he cherishes the quality time he spends with his fiancé, Kelsie, and their beloved Bernese Mountain Dog, Kirby.
Contact Douglas R Bonnie
Contact Sarah Kopp
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact The Buffalo Creek Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
