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Our Team

Dave Phillips
Trade Desk Manager

Dave assists with all accounts and questions related to the traditional brokerage business that we clear through Pershing.

He executes security transactions for customers as well as for account executives.

He started his career in 1978 auditing broker/dealers for Deloitte, Haskins and Sells in college.

He was the Financial and Operations Principal of a Clearing Firm in California.

Dave enjoys traveling whenever he can with his lovely wife Katey.

David M. Smith, CFP®
President/CEO

David M. Smith, CFP, is the founder and CEO of the Intervest companies.

Upon graduation from the United States Military Academy in 1971, Dave served in the military in Germany until 1977 departing with the rank of Captain.

After military service in early 1977, Dave began providing full financial planning services to officers, senior enlisted and civil service personnel stationed in Europe. There was such a need for this that he founded Intervest in 1980 and began recruiting other advisors to expand to all areas where US forces were stationed. From the beginning, the focus was on needs-based full financial planning using the latest technology for planning and the most competitive financial products for solutions.

In 1988 he established the Broker/Dealer and Registered Investment Advisor which were relocated to Colorado Springs in 1990 to expand to the US market and diversify the client base.

Dave left Intervest from 1992-1996 to build a national marketing group for the Fortis companies utilizing the same principles used in building Intervest. After returning to Intervest, Dave brought the skills he learned in running a very large distribution company back to Intervest.

Dave has two sons and enjoys golf, skiing and boating.

Ed Hindman
Chief Compliance Officer

Ed is a leader in the financial industry, with more than fifty-four years of blended financial and compliance experience. He came to Intervest in 2008 as Chief Compliance Officer, Ed will insure proactive monitoring of SEC, FINRA, and state regulations, oversee the maintenance of all associate registrations, customize written supervisory procedures, and assume total responsibility for all compliance functions within the firm.

Prior to his coming to Intervest, Ed was a Regional Operations/Compliance Director at Financial Network Investment Corporation in Albuquerque, NM. Previous career appointments include Boettcher & Company, Inc./Kemper Securities, where Ed was a Partner/VP of Operations.

Ed is returning to his Colorado roots. He attended Lakewood High School and Colorado State University before serving twenty-four years with Boettcher & Co. in Denver. Additionally, Ed has served since 1996 as an industry expert arbitrator and chairperson for the Financial Regulatory Authority (FINRA).


James started working for Intervest in the summer of 1998. He currently manages the I.T. Department, develops software, provides tech support, and maintains the company's servers.

James enjoys Texas Hold'em, video games, music, and art.

Kacey Watts
FINOP

Kacey is our Financial Principal and has been with Intervest since 1999. Over the past 19 years she has had many titles here, Commission Processor, Licensing Coordinator, Trade Desk Operator, Bookkeeper and finally settled in as FINOP in 2006. Kacey is a native of Colorado. She and her husband, Ben, enjoy traveling, spending time with family and friends, and spoiling their 2 dogs, Bella and Oliver.

Kevin S. Bachmann, FLMI, CLU, ChFC, RICP
VP Business Development

Kevin has been in the Insurance and Securities business for 34 years. He started out as an agent right out of college selling Life Insurance and annuities. As a student of the industry he pursued his love of the business via various home office positions. He has held numerous positions within the industry such as CEO and President of Questar Capital Corporation, a subsidiary of Allianz Life Insurance Co. of North America. Prior to that he was President and Chief Operating Officer at Sammons Securities Co. and Chief Marketing Officer for Midland National Life Insurance Company.

Kevin earned a BS in Economics from the University of Wisconsin and is an avid Badger fan.

Kevin and Susan have 5 daughters. When he's not working he enjoys golfing, fishing, hiking or chasing his daughters around to competitive cheer competitions.

Linda O'Brien
Licensing Coordinator

Linda is our Licensing Coordinator. She has been with Intervest since 2002. She handles mutliple tasks.

Her previous experience was as an Underwriter for an insurance company.

She has been happily married to her best friend Larry for the last 38 years and has 2 wonderful sons and 1 wonderful daughter-in-law. She also has a grandson (age 8) and a granddaughter (age 6) that are the light of her life.

Raymond Sanchez
Commissions

In March of 2018, Raymond Sanchez joined Intervest to train in Commission processing, and assist in the Accounting Department. Raymond is currently pursuing his bachelors degree in Business Administration with a concentration in Finance and Accounting. Raymond became a father on March 27th with the arrival of Raymond Jr!!! Raymond loves to be outdoors, in the gym, traveling, and spending time with his wife and son.

Tim O'Brien
Commissions

Joined Intervest in 2010

Enjoys Baseball, Fishing, and Hunting

David M. Smith, CFP®
President/CEO

(719) 592-9299 ext. 9694
dave.smith@intervestintl.com


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Kevin S. Bachmann, FLMI, CLU, ChFC, RICP
VP Business Development

(952) 463-5710
kevin.bachmann@intervestintl.com


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Ed Hindman
Chief Compliance Officer

(719) 592-9299 ext. 9690
ed.hindman@intervestintl.com


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Kacey Watts
FINOP

(719) 592-9299 ext. 9687
kacey.watts@intervestintl.com


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Dave Phillips
Trade Desk Manager

(719) 592-9299 ext. 9691
dave.phillips@intervestintl.com


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Linda O'Brien
Licensing Coordinator

(719) 592-9299 ext. 4202
linda.obrien@intervestintl.com


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Tim O'Brien
Commissions

(719) 592-9299 ext. 4218
tim.obrien@intervestintl.com


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Raymond Sanchez
Commissions

(719) 592-9299 ext. 9696
raymond.sanchez@intervestintl.com


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Securities offered through
Intervest International Equities Corporation
Member FINRA/SIPC

1980 Dominion Way
Suite 202
Colorado Springs, CO 80918
(719) 592-9299

Intervest International Equities Corporation (IIEC) is registered to conduct securities business in all fifty states and the District of Columbia.

Intervest is licensed to sell insurance in the District of Columbia and in all states except Kansas and Vermont.

Intervest International, Inc. (III), Registered Investment Advisor, is registered in the District of Columbia and in all states except Montana, Vermont, and Wyoming.

©2001-2018 Intervest International Equities Corporation

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