The Epiqwest Culver Wealth Advisor Team consists of wealth planning and management professionals with a shared vision for finding real solutions and delivering superior service for our clients.

Discover for yourself the high level of service that our team provides to our clients.

Click each team members photo for a full bio.

 

Trent Culver

Managing Partner

Trent is President and Founder of Epiqwest Investment and Epiqwest Financial Corporation. He has been advising clients as a financial planner since 1992.

Trent started the Company in 2005 with the vision of creating a boutique firm offering highly personalized service, an extensive array of non-proprietary investment options, active asset management, and complementary tax strategies uniquely useful to business owners.

Prior to founding Epiqwest, Trent was part owner of Culver and Company, Inc. and its affiliated investment, insurance, and retirement services companies. At Culver Trent developed expertise in the financial planning disciplines of estate planning and investment allocation. Trent’s education includes a ChFC designation from American College and a BA in Economics from the University of Colorado.

Trent is a Colorado native and lives in Denver, Colorado. He is an avid fly fisherman and private pilot. He particularly enjoys sharing his interests with many of his clients, enhancing the client / advisor experience.

Check the background of this investment professional on FINRA’s BrokerCheck.

    Eric Veve, AAMS

    Managing Partner

    Eric serves as a financial advisor and investment analyst for Epiqwest Investment Corporation. He has been working in the financial services industry since 2001.

    Eric’s experience includes working as a manager at MetLife and Financial Advisor at Fidelity Investments, assisting high net worth clients with retirement income planning and portfolio allocation.  Eric strives to provide his clients with personal attention and unbiased investment and risk management solutions.

    Eric believes that success as an investor is not defined as beating a benchmark or an index over any short period. This definition of success often leaves clients underserved and consumed by volatility and uncertainty. Instead, Eric believes that success is defined by first understanding his client’s financial goals and objectives and who they are as investors. Once these are understood, Eric helps design a plan that allows the client to achieve their goals and objectives over a full market cycle. This approach provides clients peace of mind and helps remove the financial stress and burdens of day to day volatility and uncertainty within the market.

    Eric was born and raised in Boulder, CO and attended college at Metropolitan State University of Denver while serving in the US Army National Guard, and he is an Accredited Asset Management Specialist. Eric lives in Erie, CO, with his wife of 18 years and their three beautiful children. Eric is a board member of Transform Nations, an International Non-Profit. When away from the office he enjoys all the activities his children are involved with and spending time with his family and friends.

      Ronald Besonen

      Financial Advisor

      Ron has been a financial advisor and investment analyst since 1998 and has been with Epiqwest since 2007. Ron’s unique skills for analyzing prospective investments reflect not only his experience as an investment advisor but also his experience working for operating companies and input from his personal advisory board.

      Prior to joining Epiqwest, Ron was the CFO of an environmental construction company that averaged 300% annual revenue growth during his tenure. He was also the assistant to the executives of several non-profits, and he worked for FedEx Corporation where he worked in the areas of strategy, forecasting, marketing, and product management.

      Ron has a BS with a double major in Economics and Finance from St. Cloud State University (summa cum laude) and an MBA in Finance from Vanderbilt University.
      Ron and his wife, Laurie, have an adopted son from China, and in his free time, he enjoys golfing and international travel.

      Check the background of this investment professional on FINRA’s BrokerCheck.

        Bryan Sullivan CFP®

        Managing Partner

        Bryan has been with Epiqwest since 2006 and serves as the Chief Compliance Officer and member of the investment analysis team.  Bryan enjoys working with the Epiqwest advisors and extended team of professionals to provide clients with personalized and holistic financial planning.

        In 2005 he received a BA from the University of Colorado at Boulder.  Before joining Epiqwest, Bryan spent one year living in Madrid, Spain working with a Christian student organization. Since joining Epiqwest, Bryan has furthered his education by completing the CFP designation in 2012.  Currently he and his wife Stephanie live in Broomfield, Colorado with their three daughters. He is an avid skier and enjoys tennis, and international travel.

        Check the background of this investment professional on FINRA’s BrokerCheck.

          Niki Larson

          Operations Manager

          Niki has worked in the financial services industry since early 2010. Focusing on communication, details, and delivering results; Niki strives to meet the highest expectations in customer service. With her responsibilities in managing all aspects of the client relationship, she is committed to the highest level of service and client care. Niki is always available and happy to address any client needs that may arise, she thrives on open communication and assuring that clients have the best experience possible.

          Niki holds her master’s degree in accounting, as well as her Bachelor of Science, with concentration in Accounting. In her free time, she enjoys making memories with her husband of six years and their two beautiful children. She is a native of Colorado and loves the active lifestyle it provides.

            Mark Culver

            Managing Partner

            Mark is a founding member of Epiqwest Culver and serves on the investment management team. Mark is a Colorado native having grown up in Boulder and witnessed the town’s development from a small little cow town in the late 1960’s to today’s very cosmopolitan and diverse character. “I remember going to the Rodeo on Friday nights as a kid. The rodeo grounds were where the Whole Foods Market is now.” Mark has 2 grown children. In his spare time, Mark is an avid amateur cyclist racing most weekends in the spring and summer months around the Front Range. He also enjoys reading, movies, and traveling. And CU Football.

              Donald Culver

              Investment Advisor

              Don was the founder of Culver Investment Company and serves as an investment advisor at Epiqwest Culver Wealth Advisors, LLC. Don’s extensive experience and knowledge in financial planning and retirement plans enables him to provide clients with holistic wealth planning. Don enjoys golfing and biking in his free time.

                Joshua Park

                Investment Advisor

                Josh was born and raised in Colorado Springs, graduating from St. Mary’s High School in 1997. From there, Collegiate Baseball led his journey to Kansas and Missouri where he graduated Cum Laude with a Bachelor’s Degree in English Literature from Park University (Kansas City, MO) and was an Academic All-American. With a two-year stop in Orem, UT, where he coached high school baseball, Josh returned to Colorado in 2004 to begin his career in financial services; he has been serving clients financial interests since 2005. He and his wife Katie, also a Colorado native, now live in Westminster with their two sons and young daughter. When not helping his clients reach their financial milestones, Josh enjoys coaching his boys’ athletic teams, strength training and closely following the Colorado Rockies.

                  Ivan Sichkar, CFA®

                  Investment Analyst

                  Formal Education (post high school)

                  • University of Denver (2006) – Master of Arts, Economics
                  • Idaho State University (2003) – Bachelor of Arts, Economics (minor in Business Administration)
                  • Kiev National Economics University in Ukraine (2002) – Bachelor in International Economics and Business

                  Business Background for preceding five years

                  • 2020: Epiqwest Culver Wealth Advisors, LLC, Investment Analyst
                  • 2011-present:  Culver Investment Company, LLC, Investment Analyst
                  • 2004-2011:  Culver Investment Company, LLC, Associate Investment Analyst

                   Professional Designations

                  • CFA® (Chartered Financial Analyst) designation given by the CFA Institute
                  • FRM® (Financial Risk Manager) designation given by the Global Association of Risk Professionsals (GARP)

                    John Dingle, Jr.

                    Retirement Plan Administrator

                    Formal Education (post high school)

                    • Webster University (2005), MBA
                    • University of South Carolina at Columbia (1996), Bachelor of Science, Accounting

                    Business Background for preceding five years

                    • 2010‐Present: Culver Retirement Services, Inc., Retirement Plan Administrator
                    • 2007-2010:  Qualified Plans, LLC, Pension Administrator

                    Professional Designations

                    • Enrolled Retirement Plan Agent (ERPA), Internal Revenue Service
                    • Qualified 401(k) Administrator (QKA), American Society of Pension Professionals & Actuaries (ASPPA)
                    • Qualified Plan Administrator (QPA), American Society of Pension Professionals & Actuaries (ASPPA)
                    • ASPPA (American Society of Pension Professionals & Actuaries), Member

                      Brandon Smith

                      Retirement Plan Administrator

                      Formal Education (post high school)

                      • University of Northern Iowa (2005), Bachelor of Science, General Studies.  Minor in Political Science

                      Business Background for preceding five years

                      • 2018‐Present: Culver Retirement Services, Inc., Retirement Plan Administrator
                      • 2017-2018: Willis Towers Watson, Pension Analyst II
                      • 2008-2017: Principal Financial Group, Clent Service Manager

                        Clare Bruno

                        Insurance and Investments Operations

                        Clare Bruno grew up in southwest Denver after moving with her family from Arlington, VA. After graduating from high school Clare worked at an office supply company and then spent 20+ years at ING / Security Life of Denver and earned CLU, ChFC, FLMI, and ACS designations. After leaving ING in 2002, Clare joined Culver Retirement Services, Inc. as Operations Administrator. Clare and her husband have a grown daughter and an adorable Yorkie. Clare plays the flute, enjoys photography and is looking forward to trying a bit of gardening in the spring.

                          Epiqwest Culver Extended Team

                          We work closely with complementary service providers to deliver comprehensive wealth planning and implementation services for our clients. If your plan requires collaboration with a CPA, or lawyers for tax, trust, or other legal matters; we have access to trusted advisors who are the forefront of their professions.