About Our Team
Michael Hake
Managing Partner, Financial Advisor
As the Managing Partner and Financial Advisor at Bluestone Financial , I have dedicated over 18 years to the financial services industry. My journey began in May 2006, when I re-evaluated my career path and accepted a position at Janus Capital Group. This marked the start of my work in financial services, an effort to build a lifelong career that felt like my calling. In 2012, after serving as the retirement director at Janus, I joined PIMCO as a vice president and account manager before ultimately finding my home at Bluestone Financial . I hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, a testament to my commitment to providing expert financial advice. Prior to beginning my career, I earned a bachelor's degree from the University of Colorado at Boulder, laying the foundation for my future endeavors.
I am motivated by the relationships I build with clients, solving their financial challenges, and helping them create lasting legacies. The ever-changing markets keep me engaged and driven. I take a client-first approach, customizing financial plans and investment portfolios to fit each client's unique situation. I understand that as life evolves, personal and financial goals may change, and I’m here to provide guidance every step of the way. My greatest values lie in serving as a trusted resource, offering holistic planning, and delivering experienced investment advice.
Currently, I reside in my native Erie, Colorado, with my wife, Erica, and our children, Lucy, William, and Declan. Outside of work, I am an active volunteer in my community. I serve on the finance council for my parish school and church and volunteer at the Samaritan House in Denver, which is dedicated to helping those facing homelessness. In my free time, my family and I love skiing, golfing, and traveling the world together. During the fall and winter months, you can often find us tailgating and attending University of Colorado football and basketball games.
Email: info@bluestonefinancegroup.com
Phone: 17022664565
Gary Shirman
Managing Partner, Financial Advisor
As the Managing Partner at Bluestone Financial , my primary responsibilities revolve around managing investment portfolios and crafting financial plans for all our clients. With over 38 years of experience in the financial services industry, I have honed my skills in using customized proprietary financial planning software and constructing globally diversified portfolios. My journey in this field has been enriched by earning the Chartered Financial Consultant designation in 1993, which has further deepened my expertise.
What truly motivates me is the preservation of friendships with clients and the growth of our business. I love helping people see the big picture when it comes to their finances. Nearly everyone has encountered stress from money, but I firmly believe that building a roadmap is the antidote to financial worry. By working closely with my clients, I aim to define both financial and personal goals, designing a detailed plan to close the gap. Helping clients make the most of their lives, however that may look to them, is my ultimate goal. Over the years, I've celebrated with my clients when things go well and have been there as a source of support when they're faced with life's inevitable challenges. The friendships we've built together make my work incredibly meaningful and rewarding.
Originally from the north suburbs of Chicago, I now reside in Boulder, Colorado with my wife. Together, we have two adult children and three wonderful grandsons. In my free time, I enjoy mountain biking, spending time in nature, and cherishing moments with my children and grandchildren. I also have a passion for reading fiction, which provides a delightful escape and fuels my imagination.
Email: gary@boulderwa.com
Phone: 17022664565
Andrea Guderian
Operations Manager
I am currently serving as the Operations Manager at Bluestone Financial , bringing over 13 years of experience in the financial services industry. My journey in this field has been both rewarding and diverse, having previously worked at Elevations Credit Union and Edward Jones Investments. Before embarking on my career, I earned a Bachelor of Science in Industrial Engineering & Operations Research from the University of Massachusetts at Amherst.
As an Operations Manager, I thrive on guiding clients through their lifetime financial goals. Whether it's preparing for the unexpected, retirement planning, estate and legacy planning, or paying for educational needs, I am passionate about listening to each client's unique financial goals and situation. Together, we strategize a plan tailored to meet their financial aspirations. I firmly believe that "thinking outside the box" is essential for crafting creative solutions that cater to people's needs. My engineering background equips me with a roadmap for creative problem-solving, which I apply not only in my job but also at home and in my volunteer work.
Originally from Brooklyn, New York, I now reside in the vibrant city of Boulder, Colorado. I am the proud parent of three adult children: Dylan, Erin, and Sean. Outside of my professional life, I am actively involved in Congregation Har HaShem and the Boulder Jewish Community Center, where I cherish the sense of community and connection. Balancing my professional and personal life has been a fulfilling journey, and I am grateful for the opportunity to make a positive impact in the lives of those I work with and the community I am a part of.
Email: andrea@boulderwa.com
Phone: 17022664565