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Our Team

Client Centered

Intelligent Investment Management, LLP was founded in 1997 after G. Stephen (Steve) Wheeldon   had spent many years working for clients as a CPA and financial planner. He came to the realization that each investment advisory firm he had worked with had its own agenda; which in most cases did not align well with the financial goals and objectives of his clients. There was (and is) a better way to provide investment management services to individuals and families. It is an approach that is focused on helping each client achieve their long-term financial goals and objectives. It includes:

  • A fiduciary obligation putting clients' interests first
  • No hidden commissions or fees (competitive fee-only compensation)
  • Independence from any Wall Street firm or investment company
  • Full and completely transparent disclosure ensuring no conflicts of interest
  • Client investment portfolios that include the same investments as the Firms owners' portfolios

Pictured from left to right:
Steve Wheeldon, Laura Vaughan, Jeannie Wheeldon and James Brost.

James Brost

Investment Advisor

(970) 403-1234

jbrost@IntelligentIM.com

James is the Chief Operations Officer, Co-Chief Investment Officer and Chief Compliance Officer.

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Steve Wheeldon

Chief Executive Officer and Co-Chief Investment Officer

(970) 403-1234

swheeldon@IntelligentIM.com

Steve has been providing comprehensive financial planning services in Durango, Colorado since he became a Certified Financial Planner™ professional (CFP®) in the 1980s. Steve's first career as a CPA was focused on income and...

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Laura Vaughan

Firm Administrator

(970) 403-1234

laura@IntelligentIM.com

Laura joined Intelligent Investment Management, LLP in January of 2016 as Firm Administrator. Laura has built a financial services career that spans some 20 years, with a focus on client service. She will be responsible for client...

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Jean Wheeldon

Chief Financial Officer

970-749-7373

jwheeldon@IntelligentIM.com

Jeannie, a 5th generation Durango Native, is a General Partner of Intelligent Investment Management, LLP and is Chief Financial Officer. She has worked behind the scenes keeping the business running smoothly since October of 1996. A...

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Helen Gregory

Marketing and Operations assistant

970-403-1234

helen@intelligentim.com

Helen’s career has encompassed many avenues: music, theatre, acting, writing, teaching, bookselling and now she’s entered the world of finance. She holds a Bachelor’s degree in Music from the University of Arizona as...

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Stephenie Brost

Art Director and Communications

Stephenie has worked with Intelligent Investment Management since its inception providing branding and creative support for the IIM team. Stephenie has a Bachelors of Fine Arts degree, with an emphasis in Graphic Design from California...

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