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 the clients. There was a better way to provide investment management services to individuals. It is an approach that is focused on helping each client achieve their long-term financial needs, goals and concerns. 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
Steve Wheeldon
Chief Executive Officer and Co-Chief Investment Officer
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...
James Brost
Co-Chief Investment Officer and Chief Operations and Compliance Officer
James is a general partner of Intelligent Investment Management, LLP.In 2012, James became a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) which required meeting the rigorous academic and ethical...
Jean Wheeldon
Chief Financial Officer
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...
Laura Vaughan
Firm Administrator
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...
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...
Helen Gregory
Marketing and Operations assistant
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...
Hannah Gould
Operation Specialist
Hannah joined Intelligent Investment Management, LLP in August of 2023 as Operation Specialist. Hannah is beginning her financial career and is responsible for client service and assisting firm administration Laura Vaughan. ...