5299 DTC Boulevard, Suite 1101, Greenwood Village, CO 80111 | 303-740-8001 | info@auctoris.com

Leadership

Richard Hartmann
Richard Hartmann

Co-Founder & Principal
International Wealth Preservation Architect & Strategist

Richard co-founded AUCTORIS in 1978 and today is the company’s most experienced Wealth Preservation Architect. Richard specializes in values-based wealth preservation planning, nationally and internationally, for ultra-high net worth families and significant privately-held businesses.

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Bill Simmermon
Bill Simmermon

Wealth Preservation Architect & Strategist

Bill serves as a Wealth Preservation Advisor for AUCTORIS. He works with privately-held businesses, affluent families, and their team of advisors to perpetuate their values in the process of business succession. Since joining Auctoris in early 2016, Bill has been successfully guiding clients on their wealth and business succession planning.

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Wanda Ballard
Wanda Ballard

COO | Director of Underwriting

Wanda has two very important roles at Auctoris: As Chief Operating Officer, Wanda is responsible for the daily oversight and operational leadership of AUCTORIS and as Director of Underwriting, she is an advocate for negotiating offers with insurance carriers and streamlines the underwriting process for the benefit of our clients. Wanda has been with AUCTORIS since 2007.

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Kristin McGinnis
Kristin McGinnis

Director of Communications

Kristin is the go-to person for many aspects of our company. Serving as the Director of Communications, she directs internal and external communications and works diligently to build and strengthen our relationships with constituencies. Kristin joined AUCTORIS in 2011.

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Allison Rossi
Allison Rossi

Director of Client Relations

Allison has been commendably strengthening relationships with our clients, as well as their advisors, for over 20 years as AUCTORIS' Director of Client Relations. She also works closely with insurance carriers and our dedicated M Financial service teams.

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Mary Brackett
Mary Brackett

Controller | Certified Public Accountant

Mary serves as Controller for AUCTORIS and is a Certified Public Accountant. She is responsible for the company's financial statements, general ledger, cost accounting, payroll, accounts payable, accounts receivable, budgeting, tax compliance, and various special analyses.

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