OUR VISION
Generations achieving financial health to live life abundantly and with purpose.
OUR MISSION STATEMENT
We exist to empower our clients to make sound decisions that lead to financial health and retirement confidence in the midst of an uncertain world.
CORE VALUES
MEET THE ACCELERATED WEALTH TEAM
OUR ACCELERATED WEALTH OFFICE LOCATIONS
- Our Colorado Springs Team
- Our Puerto Rico Team
OUR COLORADO SPRINGS TEAM
Bill Walton
CEO, Founder, & Principal
Bill Walton
CEO, Founder, & Principal
Bill Walton is a global thought leader, coach, author, and speaker on business and biblical success principles. His work has impacted thousands of financial and business leaders, multi-billion dollar corporations, professional athletes, and the foremost leaders in Christian leadership and business. He has an international influence reaching across the U.S. and beyond. Bill has founded and grown many successful businesses and currently owns and partners in 25+ diverse businesses, many of which he serves as the CEO. In the financial services industry, his firms have grown faster in a few years than most have grown in decades. He and his partner’s firms currently oversee and advise on billions in assets, businesses, and real estate. Because of Bill’s leadership and outstanding accomplishments, he has been featured in Fox Business, Forbes, S&P Dow Jones Indices television, and Fox Business online. Bill founded a nonprofit called EnReturn that focuses on rescuing children from sex trafficking as well as helping single moms. Bill is the author of Creating Your Best Life and founder of www.creatingyourbest.com, both which provide tools and resources for Christians who are ready to create and experience God’s best for their lives. As a Kingdom entrepreneur, he continues to carry the mantle of “pastor” in the marketplace on a mission from God to help Christians discover the keys to biblical success. Bill has invested more than two decades of research and study to discover both the natural and the supernatural keys of success that transform lives and businesses. As a speaker and coach, he can help any Christian hungering for God’s best to begin creating their best life and find true fulfillment through the Creating Your Best Life framework.
Sloane Herman
Chief Marketing Officer
Sloane Herman
Chief Marketing Officer
Sloane started with Accelerated Wealth in 2014 as the Client Relations Manager and Event Coordinator. After a decade of service, she is now the Chief Marketing Officer of Accelerated Wealth.
Sloane prides herself on the excellent relationship she has built with our clients, and she is passionate about maintaining genuine relationships with every client she meets. She also thoroughly enjoys implementing marketing campaigns, managing multiple marketing strategies for businesses and planning events.
Sloane is also a successful Interior Designer, having founded Times Ten Design in 2020. She has been featured on HGTV and the Colorado Springs Business Journal for her work.
Richard Nummi
Chief Compliance Officer
Richard Nummi
Chief Compliance Officer
Richard (“Rick”) M. Nummi has served as a compliance consultant to Accelerated Wealth Advisers since 2019. In September of 2022, he accepted the role of Chief Compliance Officer. Prior to his affiliation with Accelerated Wealth Advisors, he was managing the securities compliance consulting firm, Nummi & Associates. Nummi & Associates, founded in 2005, performed broker/dealer and investment advisor risk assessment reviews, mock regulatory audits and branch office inspection/reviews. He has represented numerous clients before the SEC and FINRA proceedings. Rick has been a frequent guest speaker at numerous securities industry conferences on various investment advisor and broker/dealer compliance and regulatory topics and has a twenty year career working with clients on a myriad of compliance issues. Prior to founding Nummi & Associates, Rick was a Senior Attorney at the Office of Compliance Inspections and Examinations (“OCIE”), a Division of the Securities and Exchange Commission (SEC). Previous to that, he served as VP, CCO and General Counsel at several major financial services firms.
Rick holds a Juris Doctorate from The Stetson University College of Law, a Bachelors Degree from The Virginia Wesleyan University and an Associates Degree from Columbia. He served with distinction in the United States Navy for 13 years in the Naval Aviation and Naval Intelligence areas.
Luke Vanzo
Lead Senior Wealth Advisor
Director of Business Development
Luke Vanzo
Senior Wealth Advisor
Luke Vanzo is our Lead Senior Advisor at Accelerated Wealth. Luke graduated from Michigan State University in 2002 with his B.A. in Business Finance. Drawing on 20 years’ experience in the industry, he has spent time at New York Life as a Partner and Investment Product Consultant overseeing some of the largest investment offices in the company; followed by becoming the Vice President for Business Development for Market Guard, a top tier investment platform Accelerated Wealth utilizes for our clients.
Luke's experience and expertise have always revolved around the conference room table solving some of life's most challenging financial hurdles.
Now, Luke feels honored to assist clients with their financial planning needs and implementing strategies to ensure a confident financial future at Accelerated Wealth.
Whether he's serving clients or the youth in his charge as a Youth Pastor, He holds firm to his personal mission statement of "Helping people get from where they are to where they ought to be."
Luke resides in Castle Rock, Colorado with his wife Nicole of 23 years and three boys Elijah, Ari and Kai.
Dillon Widdows
Senior Wealth Advisor
Dillon Widdows
Senior Wealth Advisor
Dillon, a Mississippi native, is a Senior Wealth Advisor for Accelerated Wealth Advisors. Dillon is an experienced financial advisor and project manager and is passionate about creating financial plans and helping clients navigate the waters into and throughout retirement. Dillon graduated from the University of Mississippi in 2013 and soon after began his career at Fisher Investments, where he specialized in helping clients understand annuities, creating financial plans, and assisting clients with their transition into retirement. After moving to Colorado, Dillon spent two years with Strategic Wealth Designers managing special projects, creating income plans, and working with clients to implement those plans. Dillon lives in the Jefferson Park area in Denver with his partner Emma and their pets, Roxy and Remy. In his free time, Dillon is an experienced ultra-marathoner and trail runner, golfer, and enjoys watching Ole Miss football and baseball.
Don Rosas
Wealth and Medicare Specialist
Don Rosas
Wealth and Medicare Specialist
Bio coming soon.
Meghan Sundquist
Senior Business Operations Specialist
Meghan Sundquist
Meghan is the Senior Business Operations Specialist at Accelerated Wealth. She graduated from North Greenville University in 2018 with her B.A. in General Studies. Meghan is passionate about efficient business processes, new technology, and company audits to ensure a strong foundation for Accelerated Wealth. On a daily basis, she assists our Chief Operations Officer with business platforms and process development. Meghan also holds her Life and Health Insurance License in the State of Colorado.
In Meghan’s free time, she loves to spend time with her husband playing board games, taking hikes in beautiful Colorado, and travelling.
Emily Kilpela
Business Operations Specialist
Emily Kilpela
Client Coordinator
Bio Coming Soon!
Carol Lewis
Front Office Coordinator
Carol Lewis
Front Office Coordinator
Carol is our Front Office Coordinator and the first smiling face you see when you walk into Accelerated Wealth.
Carol is passionate about serving people through her work. She has an extensive background in the medical field as a perioperative scheduler as well as retail management. She is passionate about management and event planning and her focus is building genuine relationships and ensuring that our client’s needs are taken care of.
In Carol’s free time, she enjoys traveling, visiting music venues and spending time with her family and friends.
Austin Cooper
Client Account Specialist
Austin Cooper
Business Processor
Austin is originally from Tucson, AZ. He graduated in 2021 from the University of Arizona with his Bachelor of Science in Management Information Systems. His background is in business analytics and reporting, but he made the transition into finance in the beginning of 2024. He currently serves the Accelerated Wealth team as a business processor assisting the Advisors with client applications and forms.
Austin moved to Colorado Springs from Tempe, AZ. with his fiancé Aili and their dog Denver in March of 2023. His hobbies outside of work include hiking, fishing, camping, or anything outdoors in beautiful Colorado!
Misty Silvas
Client Account Specialist
Misty Silvas
Client Account Specialist
Misty Silvas is a Texas native who transplanted her roots to Colorado in 2021. With a rich background in Mortgage Operations and asset review, Misty's career as a Client Account Specialist is driven by her unwavering commitment to ensuring our clients are positioned for success and primed for a prosperous future. Her dedication to our clients' well-being is at the forefront of everything she does.
Outside of her professional life, Misty is a devoted member of a sports-centric family. From her children's volleyball, basketball, and softball games to her own softball and volleyball matches with her husband, sports are a central pillar of their lifestyle.
In addition to her bustling career and love for sports, Misty is a proud wife and mother. Her household is brimming with energy thanks to her husband, three children, and six dogs, all of whom keep her on her toes and infuse her life with boundless joy and love.
OUR PUERTO RICO TEAM
Richard Nummi
Chief Compliance Officer
Richard Nummi
Chief Compliance Officer
Richard (“Rick”) M. Nummi has served as a compliance consultant to Accelerated Wealth Advisers since 2019. In September of 2022, he accepted the role of Chief Compliance Officer. Prior to his affiliation with Accelerated Wealth Advisors, he was managing the securities compliance consulting firm, Nummi & Associates. Nummi & Associates, founded in 2005, performed broker/dealer and investment advisor risk assessment reviews, mock regulatory audits and branch office inspection/reviews. He has represented numerous clients before the SEC and FINRA proceedings. Rick has been a frequent guest speaker at numerous securities industry conferences on various investment advisor and broker/dealer compliance and regulatory topics and has a twenty year career working with clients on a myriad of compliance issues. Prior to founding Nummi & Associates, Rick was a Senior Attorney at the Office of Compliance Inspections and Examinations (“OCIE”), a Division of the Securities and Exchange Commission (SEC). Previous to that, he served as VP, CCO and General Counsel at several major financial services firms.
Rick holds a Juris Doctorate from The Stetson University College of Law, a Bachelors Degree from The Virginia Wesleyan University and an Associates Degree from Columbia. He served with distinction in the United States Navy for 13 years in the Naval Aviation and Naval Intelligence areas.
Luke Vanzo
Lead Senior Wealth Advisor
Director of Business Development
Luke Vanzo
Senior Wealth Advisor
Luke Vanzo is our Lead Senior Advisor at Accelerated Wealth. Luke graduated from Michigan State University in 2002 with his B.A. in Business Finance. Drawing on 20 years’ experience in the industry, he has spent time at New York Life as a Partner and Investment Product Consultant overseeing some of the largest investment offices in the company; followed by becoming the Vice President for Business Development for Market Guard, a top tier investment platform Accelerated Wealth utilizes for our clients.
Luke's experience and expertise have always revolved around the conference room table solving some of life's most challenging financial hurdles.
Now, Luke feels honored to assist clients with their financial planning needs and implementing strategies to ensure a confident financial future at Accelerated Wealth.
Whether he's serving clients or the youth in his charge as a Youth Pastor, He holds firm to his personal mission statement of "Helping people get from where they are to where they ought to be."
Luke resides in Castle Rock, Colorado with his wife Nicole of 23 years and three boys Elijah, Ari and Kai.
COMMUNITY INVOLVEMENT
We find great purpose in working for something bigger than ourselves. It is a great thrill collaborating with our communities, from Colorado Springs and beyond, in our giving.
There’s an old saying that “the journey of 1,000 miles begins with a single step.” Ideas like these can be overwhelming and even paralyzing to the point of inaction. However, we believe we have a responsibility to take a step to contribute where we can to end these problems. We can’t rely on governments, or someone else to do it for us. As members of our business communities, we feel a responsibility to put our resources to task. Besides partnering with local, national, and international ministries and foundations to attack these issues, we’ve also created our own non-profit organization that exists solely to contribute to the global reduction of homelessness, the orphan epidemic, and child trafficking.
Our efforts may only be the first steps on the journey. However, we believe that if we can make the first steps, inspire our clients to make the first steps, and inspire other community businesses and leaders to make the first steps, perhaps together we can make significant progress on this 1,000-mile journey.