
Providing Customized Services for Discerning Clients
At Paramount Associates Wealth Management
We believe that financial guidance should be personal, disciplined, and grounded in purpose. Our approach is not built on products or sales tactics — it is built on listening, understanding, and designing frameworks that support your long-term financial well-being.
We proudly serve individuals, families, and business owners across the Denver Metro area, including Greenwood Village, Denver Tech Center (DTC), Centennial, Cherry Hills Village, Englewood, Lone Tree, Highlands Ranch, Parker, Castle Pines, and Castle Rock. While our perspective is broad, our focus is always specific — it starts with you.
Financial Success Begins With Understanding You
Financial decisions matter. So do the people behind them. We begin every relationship with intentional curiosity. We want to understand where you have been, what you are aiming for, and how your financial life intersects with your personal goals. We do not believe in templated plans or pre-packaged solutions — because real financial planning should reflect your unique story and future aspirations.
Fiduciary responsibility guides our process. That means your interests come first in every recommendation, strategy, and decision we make.
Our Experienced Advisory Team
Credentialed fiduciary wealth managers providing personalized counsel.

Scott Tremlett, CIMA®, CFP®, ChFC®
CEO | Chief Investment Officer
Scott is the Chief Investment Officer at Paramount Associates and has been in the financial services industry for over 25 years. Financial education has always been a priority for him. He holds the Certified Investment Management Analyst® (CIMA®), Certified Financial Planner® (CFP®), and Chartered Financial Consultant® (ChFC®) designations.
Scott teaches at pro bono financial planning events for the Colorado Financial Planning Association, previously taught at Kaplan Financial Education helping advisors pursue the CFP® designation, and currently promotes financial literacy in the Denver community as a member of the Association of Financial Educators. He also serves on the Alzheimer’s Association Executive Team.
Scott’s CIMA® and CFP® credentials reflect advanced training in both investment management and comprehensive financial planning. He completed the Yale School of Management’s Investment Management Theory & Practice program as part of his CIMA® certification and specializes in portfolio construction and wealth management for high-net worth clients. As a CFP® professional, his expertise spans investment management, tax planning, retirement planning, estate planning, employee benefits, and insurance, and he adheres to the CFP® Board’s Code of Ethics and professional standards.
Before establishing Paramount Associates, Scott was a Financial Advisor at Waddell & Reed, a Financial Advisor and Retirement Planning Specialist at Morgan Stanley, and a Vice President and Financial Consultant at Charles Schwab. He earned a bachelor’s degree in finance from the University of Wisconsin–Milwaukee. Originally from Milwaukee, Scott lives in Parker, Colorado. In his free time, he enjoys concerts, sporting events, and staying active through swimming, running, hiking, snowboarding, working out, and playing basketball. He has also volunteered with Denver Urban Scholars, Autism Speaks, Special Olympics, and Food for Thought.
Andy is a highly experienced wealth manager and financial planning specialist who helps clients map out a workable plan designed to meet their needs and objectives, both on a short-term basis and in the long term, into and through retirement. In addition to financial planning, his areas of expertise include trust services, fixed income investments and investment management.
Before establishing Paramount Associates, Andy was a Financial Advisor at Waddell & Reed. Earlier in his career, he held the positions of First Vice President, Wealth Management, Financial Planning Specialist and Financial Advisor at Smith Barney; Assistant Vice President, Institutional Fixed Income Sales, and Second Vice President, Convertible Bond and High-Yield Bond Trading Desk at Drexel Burnham Lambert in New York City; and Assistant Treasurer and Assistant Branch Manager at United Counties Trust Company in Cranford, New Jersey.
Andy earned a bachelor's degree in economics and business management from North Carolina State University. Originally from Little Silver, New Jersey, Andy lives in Denver. In his free time, he enjoys sailing, skiing, cooking and traveling. Andy is a past vice president of the Denver Active 20-30 Children's Foundation.
Codi Robirds serves as Chief Operations Officer at Paramount Associates Wealth Management, where she leads the firm's operational strategy, business infrastructure, and organizational initiatives that support exceptional client service and sustainable growth.
With a diverse background spanning multiple industries and leadership roles, Codi brings a unique blend of operational expertise, strategic leadership, and a passion for continuous improvement. As Chief Operations Officer, she oversees key operational initiatives that support the firm's growth, strengthen its culture, and ensure an exceptional experience for both clients and team members.
A Colorado native originally from Fort Collins, Codi is driven by a spirit of curiosity, adventure, and service. She is an avid traveler who enjoys exploring new cultures through food, meaningful experiences, and connections with people around the world. Her love of the outdoors includes camping, paddle boarding, and spending time near the ocean whenever possible.
Codi is passionate about giving back and is always looking for opportunities to make a positive impact through community involvement, volunteer work, and service initiatives, both locally and internationally.
Outside the office, Codi enjoys live music, arts and culture, health and wellness, and seeking out new adventures with her husband. An avid animal lover, she also shares her home with their two beloved dogs, Moose and Bonnie.
Adonica Ramirez is the Marketing and Client Relationship Lead at Paramount Associates, where she is deeply passionate about advancing financial education—particularly for women and small business owners—and empowering others to achieve financial freedom. She brings an extensive background in media and marketing, with experience spanning broadcasting, publishing, QSR, and financial services across Australia, South Asia, the Middle East, and North America.
A global citizen at heart, Adonica has lived on four continents and is fluent in four languages. She holds an M.A in Communication from the Royal Melbourne Institute of Technology (RMIT), Australia.
Adonica is also dedicated to giving back. She has volunteered with animal welfare organizations such as Patan Animal Rescue in Ecuador and Green Paws in the UAE. Most recently, she served on the board of Expanding Early Care and Learning (EECL) in Clear Creek County – Colorado, helping to improve access to quality, affordable childcare for local families.
Outside of her professional life, Adonica enjoys travel, personal growth, and community engagement. Whether attending wellness retreats or hosting meditation groups, she is always seeking new avenues to grow, stay grounded, and discover meaningful ways to serve others
Katelynn Vira is an Administrative Client Services Coordinator with a diverse background in administrative operations, higher education, and client relations. In her current role, she provides comprehensive administrative and client support, emphasizing professionalism, organization, clear communication, and exceptional service.
Before joining the team, Katelynn supported marketing campaigns and initiatives in higher education and served as a marketing coordinator in the real estate industry. Through these roles, she developed extensive experience in project coordination, marketing, communications, and client relationship management. Her ability to balance multiple priorities while maintaining close attention to detail allows her to support both client needs and organizational goals effectively.
Katelynn is committed to building strong professional relationships and creating a seamless, positive experience for clients and colleagues. She brings integrity, discretion, reliability, and a solutions-oriented approach to her work.
Originally from Florida, Katelynn enjoys hiking, thrifting, and reading about history. Outside of work, she loves spending time with her two dogs, Forrest and Edward, and exploring new interests and experiences.
The Way We Work Is Deliberate and Thoughtful
Our approach to wealth management is designed to bring clarity to complexity. Rather than focusing on isolated financial products, we help you build coordinated strategies that connect:
- •Comprehensive Financial Planning — aligning long-term goals with investment choices
- •Retirement Income Strategy — designing income solutions for life beyond work
- •Risk Management Planning — aligning your plan with your comfort with uncertainty
- •Estate, Trust & Legacy Design — protecting what matters most for future generations
- •Charitable Giving Integration — supporting causes you care about with intention
- •Business & Succession Planning — ensuring continuity and confidence
By connecting these disciplines, we help you see your financial life as a whole — not a set of unrelated pieces.
How We Partner With You
We do not view our clients as accounts. We view them as people with lives, families, careers, and aspirations. We listen with care, communicate with transparency, and design strategies that reflect what you prioritize most.
When you work with us, you will notice:
- •Open, clear communication
- •Tailored planning, not scripts
- •Coordination with your other trusted advisors
- •Periodic review and recalibration
- •A focus on long-term outcomes, not short-term noise
This partnership is not transactional. It is ongoing — rooted in fiduciary discipline, built on trust, and guided by mutual respect.
Your Confidence
Our mission is simple, to provide you with financial guidance that brings confidence, clarity, and structure to your financial decisions. This means helping you anticipate potential risks, recognize opportunities, and stay focused on long-term goals — even when markets or life events introduce uncertainty.
We want you to understand why we recommend what we do — not just what we recommend.
Broader Perspective
While we are deeply rooted in Greenwood Village and the Denver Metro area, our perspective blends local insight with broader financial expertise. Colorado families often face unique financial concerns — from housing market dynamics to retirement migration patterns, tax considerations, and multi-generational transitions. Our role is to help you navigate these with purpose.
Our approach draws on meaningful relationships — with you, your CPA, your attorney, and any other professional working toward your success.
Frequently Asked Questions
Begin Our Partnership
If you are seeking financial guidance in Greenwood Village or the Denver Metro area that is built around your unique objectives, let us have a conversation.
Your financial life deserves clarity, intentional strategy, and a partner who listens.
Required Disclosures
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.
Private market investments are not for everyone. There are stringent investor qualifications due to restrictions on transparency and liquidity. Private market investment internal costs vary in structure and amount — it is important to understand all risks involved.
Community & Professional Affiliations
Active leadership, civic dedication, and credentialed affiliations across Colorado.

Paramount Associates is a member of the Association of Financial Educators.
AFE is a nationwide educational bureau comprised of financial professionals in dozens of fields including investing, estate planning, accounting, tax, real estate, law, and more.
AFE members have a passion for education and share a common goal of empowering individuals and communities with the knowledge they need to take control of their own financial well-being.
Established in 2007 with the mission of promoting widespread and comprehensive financial literacy, AFE is the market leader in providing free educational workshops to companies of all sizes and in all market sectors throughout North America.
AFE members generously donate their time and knowledge and are bound by a rigorous Code of Conduct that demands transparency, accountability and integrity.

of Financial
Educators
108 Wild Basin Rd S, Suite 250
Austin, TX 78746
(866) 899-6014
For Immediate Release
Paramount Associates is proud to announce a new partnership with the Association of Financial Educators (AFE). Established in 2008 with the mission of promoting widespread and comprehensive financial literacy, AFE is the market leader in providing free educational workshops to companies, organizations, institutions, and entities of all sizes and in all market sectors throughout North America.
Over the last decade, AFE has worked with thousands of these groups to educate and uplift their employees and members through expertly taught, easy to understand workshops. AFE members are bound by a rigorous Code of Conduct that demands transparency, accountability, and integrity, and agree to share their knowledge without discrimination or bias.
AFE’s members are comprised of experts in dozens of finance-related fields including investing, estate planning, tax, real estate, wellness and many more. These expert instructors generously donate their time in an effort to empower corporate and community groups to take control of their financial futures. AFE’s members share the common goal of fighting financial illiteracy, gaining community exposure, and empowering through education.
For further details contact:
Scott Tremlett
Paramount Associates
(720) 463-0021
stremlett@paramountassoc.com
www.paramountassoc.com

2024 Autism Speaks® Champion
Join us at the 2024 Autism Speaks Colorado Walk →
Member of the Parker Chamber of Commerce
The Parker Chamber of Commerce helps support and strengthen the local business community →
2024 Alzheimer’s Association® Grand Champion
Join us at the 2024 Alzheimer’s Association Walk →
Member of The South Metro Chamber of Commerce
Learn more about the South Metro Denver Chamber here →



