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Wealth Associates

Life's Short... Plan Well

About Wealth Associates

OUR TEAM

DOUGLAS E. REESE - President
An entrepreneur at heart, Doug began a business at age 12 and started investing at age 16. Doug’s step-father Dr. Robert Barkley, a renowned dentist, was one of the biggest influences in his life. At the age of 14, Doug experienced firsthand the settling of an estate, following Dr. Barkley’s tragic death in a plane crash. That experience solidified Doug’s deep desire to help people protect the value they create, tackle money issues in their lives, and become good stewards of their finances. Doug is a graduate of Western Illinois University where he completed his Bachelor’s in Finance (’85) and MBA in Financial Planning (’86). After a four-year associateship with United Financial Planning and Alternatives for Professionals, Inc., Doug became the co-founder and President of Wealth Associates, Inc. in Denver, CO. He has served as investment manager and financial advisor to dentists throughout of the U.S. since 1987. Doug’s focus in private practice is structuring and managing healthy financial models for dentists and their practices. He recently served as interim C.F.O. for the Dawson Academy and is presently serving as board member and Treasurer to the Peter E. Dawson Foundation. When Doug began his business he also set up his private foundation “The Isaac Foundation” which serves to perpetuate the mission of his step-father Bob Barkley in “humanizing dental education” as well as helping the young and elderly preserve dignity and promote creativity in the “first and final chapters of life.” Doug is an avid outdoorsman, serving as guide and outfitter on horse pack, backpack and elk hunting trips into the backcountry of the Colorado Rocky Mountains for the past 33 years. His passion for helping those with Alzheimer’s has kept him busy in recent years as an art instructor for the Memories in the Making weekly art program at the Alzheimer’s facility near his home. He lives with his wife Lisa and two children Jacob and Abby in Highlands Ranch, CO.

CHRISTIE CAMPBELL – Educational Resources Coordinator
Joining Wealth Associates, Inc. at the start of 2009, Christie was given the responsibilities of building our educational resources infrastructure. This began with her organization of the 20 years of written materials Doug has amassed during his career as financial advisor and educator, pulling together thousands of electronic files and boxes of written materials into our identified key learning objectives. Christie has been solely responsible for taking a long-term dream and molding it into the reality of our newly developing Stewardship Resources Library. The end result of this work will be a fully integrated web site where people can design their own financial planning and management system, access our select advisory group of professionals in all areas of financial services and tap into our evolving system of educational materials and events for creating and maintaining wealth. Christie graduated from the University of Redlands with a Bachelor of Music degree in Piano Performance and a second major in Spanish. She went on to receive her Masters in Music in Piano Performance from the University of Colorado in Boulder. In addition to teaching piano privately for over 10 years she has also worked in the travel industry. She lives in the Denver area with her husband Roger and children Zack and Brooke. Along with her dedication to family, church and community service, Christie’s interests include hiking, biking, cooking and traveling.