The Epiqwest team consists of wealth planning and management professionals with a shared vision for delivering superior service to clients. In addition, we work with complementary service providers in the areas of accounting and law to execute your fully integrated plan.

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

President

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. The firm employs advisors who are unique, attentive, intelligent, and proven.

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 registered representative and registered principal of American Portfolios Financial Services, Inc. and an Investment Advisor Representative of Epiqwest Investment Corporation.

Trent is a Colorado native and lives in Erie, 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

Vice President

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 for 16 years. He joined Epiqwest in 2007. Ron’s unique skills 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 managed the personal investment portfolios of business owners, many of whom also hired him as a business consultant in the areas of strategy, forecasting, and budget development. All of those clients came with him when he moved to Epiqwest.

    Earlier in his career, he 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 is a registered representative of American Portfolios Financial Services, Inc. and an Investment Advisor Representative of Epiqwest Investment Corporation.

    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®

      Office Manager / Financial Planning Specialist

      Bryan is a registered representative of American Portfolios Financial Services, Inc. and an Investment Advisor Representative of Epiqwest Investment Corporation.  He has been with Epiqwest since 2006 and serves as the office manager 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, CO with their three daughters. He enjoys skiing, tennis, and international travel.

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

        Gina Balderas

        Operations Manager

        A Colorado native, Gina, grew up in the Denver area and received a BS in Business Management and Accounting from the University of Phoenix.  With 16 years of financial services industry experience, Gina has an extensive understanding of the many complexities involved with back office management.  After working at larger financial services firms for several years, Gina joined Epiqwest Financial in 2012 as an Operations Manager.

        Over the past several years she has come to appreciate the family atmosphere at Epiqwest and has enjoyed getting to know many of the clients personally.  Gina’s main functions at Epiqwest include assisting clients with processing investments and new account paperwork, as well as assisting clients with ongoing account maintenance questions.

        As a motorcycle Enthusiast she enjoys the outdoors and exploring the beautiful Colorado Mountains; and spending time with her beautiful family.  If you want to get her talking just ask Gina about her Harley Davidson or the latest UFC fight.

          Niki Larson

          Client Relationship Manager

          Niki has worked in the financial services industry since early 2010. Focusing on communication, details, and delivering results; Niki meets 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 Masters Degree in Accounting, as well as her Bachelors 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.

            Epiqwest Extended Team

            We work closely with complementary service providers to deliver full wealth planning and implementation services to our clients. Whether your plan requires collaboration with a CPA, or lawyers for tax, trust, or other legal matters, we can work with the Advisors you already know and trust or with the high quality professionals we’ve been working with for years.