5350 S. Roslyn Street, Suite 310, Greenwood Village, CO 80111 | 303-740-8001 | info@auctoris.com

Principals & Planners

Richard L. Hartmann, J.D., CLU, ChFC, TEP
Richard L. Hartmann, J.D., CLU, ChFC, TEP

Co-Founder | Principal | International Wealth Preservation Architect & Strategist

As co-founder of AUCTORIS, Richard believes that private wealth remaining under family control does more to serve the needs, goals, values, and objectives of the family, their community, their charities, and society as a whole, rather than passing 35-45% by default through the tax and government system. While in law school he determined that he wanted to spend his career working with successful people perpetuating success. He has over 40 years of experience working with high net worth families, their investment advisors, attorneys, CPA's, and their family offices. Richard has spoken throughout the United States, Latin America, Europe, and Australia on topics of inter-family harmonious wealth succession planning.

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William E. Roberts, CLU, ChFC
William E. Roberts, CLU, ChFC

Co-Founder | Principal | Business Succession Strategist

For over 35 years, Bill has devoted his career to the service of others in the area of business succession planning. He co-founded AUCTORIS, (formerly known as Benefit Concepts of Colorado, Inc.) in 1978, which serves clients in over 22 states. Serving privately held business owners and their families, Bill makes their legacies more sustainable by including the family’s intangible assets and liabilities into their estate planning. He practices a values-based planning process and uses a clearly stated set of principles and values from each client that then drives the planning process to a successful conclusion. He often assumes the role of project coordinator to align the efforts of all professionals toward the client’s objectives. Bill speaks frequently throughout the country on the topics of business succession, farm and ranch succession, preparation of heirs and exit planning.

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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. Bill believes that private capital is better utilized by business owners, charities, and society in general than allowing this capital to, by default, pass to the government in the form of taxes. Since joining Auctoris in early 2016, Bill has been successfully guiding clients on their wealth and business succession planning.

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