Rooted in Boulder. Grounded in Relationships.
Broadview Wealth Partners was founded on the belief that financial advice should be personal, not transactional. We believe that feeling safe, heard, and supported is the foundation of every great financial relationship.
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We’re known for our warmth, our responsiveness, and the exceptional care we deliver through a dedicated team of professionals. Our unwavering commitment to your financial well-being is more than just a promise — it’s a hallmark of who we are.
Meet Our Team
Jamie Sladky
Private Wealth Advisor, Managing Partner
Jamie Sladky brings nearly three decades of experience in the financial services industry, but what truly sets her apart is her genuine care for the people she serves. Since 1996, she’s helped individuals and families not just with their investments, but with navigating life’s many milestones — big and small. She has also guided many clients through the complexities of divorce, offering thoughtful financial clarity and support during and after such a difficult transition.
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Jamie has a deep pedigree in the financial industry as a licensed securities principal, registered representative, investment advisor representative, and investment company and variable annuity representative. She earned her BS in Business Administration from the State University of New York at Buffalo, graduating cum laude with concentrations in Finance and Marketing.
Originally from Maine and raised in upstate New York, Jamie chose Colorado as her home after college. She and her husband are happiest outdoors — hiking, camping, and exploring the mountains with their dogs. While she loves cooking and mentoring young scholars through the Challenge Foundation, she’s finally accepted that golf isn’t her thing and has found a new passion in pickleball.
James Dawson, CFP®, CPWA®
Private Wealth Advisor, Managing Partner
Jamie Dawson is a seasoned financial advisor who believes the best financial guidance starts with understanding the whole person — their goals, values, challenges, and dreams. He brings decades of expertise, a broad set of credentials, and a deep sense of care to every client relationship.
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A Boulder native, Jamie earned two degrees from the University of Colorado, where he attended on scholarship and was a four-time letter winner and senior captain on the golf team. His roots in the community run deep, and he is actively involved in several local organizations including Downtown Boulder, the University of Colorado Alumni C Club, and the I Have a Dream Foundation of Boulder County. On Saturdays, you might see him on the sidelines of CU games moving the chains.
Jamie lives in Boulder with his wife, Megan, where they enjoy camping, climbing 14ers, watching Colorado Avalanche hockey, and attending concerts at Red Rocks and the local music scene. While their daughters, Olivia and Miranda, are both now in their 20’s, the family still enjoys traveling and connecting with nature together.
David Fellows
Financial Advisor
David brings more than three decades of experience in the securities industry, having worked in the field since 1991. He holds both the Series 7 and 66 licenses and is known for his steady, knowledgeable presence and his commitment to helping clients feel confident and cared for throughout their financial journey.
He takes pride in being part of a genuine, collaborative team that’s focused on solving problems and setting clients up for long-term success.
Outside of work, David enjoys cooking, traveling, and cycling—especially in the mountain landscapes of Colorado. He’s married with two children and values time spent with his family.
Leslie Glebe
Client Relationship Manager
Leslie is a Client Experience Manager and one of the most welcoming and supportive voices on the team. Clients quickly come to appreciate Leslie’s warmth, empathy, and deep commitment to service. She loves getting to know people personally, bringing genuine care and attentiveness to every conversation.
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After earning her degree from the University of Wisconsin–Madison, she spent eight years in the securities industry before taking time off to raise her two daughters. She joined the firm in the summer of 2017 and has been an integral part of our client experience ever since.
Outside of work, Leslie enjoys cooking, traveling, spending time outdoors, and making memories with family and friends.
Kip Knappett
Client Relationship Manager
Kip has been with the firm since 2006, and her impact is felt every day in the way she cares for clients and colleagues alike. As Client Relationship Manager, Kip is often the first friendly voice or warm welcome clients receive — and it’s no surprise she’s become a beloved part of their financial lives.
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With nearly two decades of experience supporting clients with empathy, professionalism, and a true heart for service, Kip is known for her ability to anticipate needs, solve problems, and make people feel genuinely valued.
Kip attended Santa Clara University and the University of Washington. Outside the office, she lives life with the same energy and enthusiasm she brings to work. She enjoys swimming, hiking, snorkeling, scuba diving, traveling, live music, and spending time outdoors. Kip treasures time spent with her family and friends most of all.
Susan Walters
Client Relationship Manager
Susan brings a wealth of experience and heart to her role as Client Relationship Manager. With a strong background in brokerage and money management — including ten years working for both a major brokerage firm in Chicago and a boutique firm in San Francisco — she offers clients not only deep industry knowledge but also genuine care and understanding.
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Since joining the team over a decade ago, Susan has formed lasting relationships with clients built on trust, empathy, and understanding their goals. She loves getting to know clients personally and finds real meaning in supporting them through life’s financial journeys.
Originally from the Midwest, Susan earned her BA from Indiana University in Bloomington. She has called Boulder home since 2000 and enjoys hiking, biking, skiing, and soaking up the Colorado outdoors.
Dawn Jones
Chief Compliance Officer
Dawn began her career in the securities industry in 2002 and has built a reputation for being both highly knowledgeable and deeply dependable. She passed the General Securities Representative and General Securities Principal Qualification exams, is an Investment Advisor Representative, having earned her Series 66. These credentials reflect her strong foundation in both investment advisory and supervisory roles.
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As Chief Compliance Officer, Dawn plays a critical role behind the scenes, helping ensure that the firm operates with integrity, accountability, and precision. Her attention to detail and proactive approach keep the entire team on track and in alignment with industry regulations. While her work often happens quietly in the background, it’s essential to the firm’s ability to deliver outstanding service to clients — and she takes great pride in supporting a team that is truly committed to doing right by the people they serve.
Dawn’s care for others extends far beyond the office. She volunteers her time at a local cat rescue, and she treasures time spent with her husband and daughter — especially when it involves exploring new places or making memories together outdoors.