Our Team

David M. Smith, CFP®

Position: President/CEO
Phone: (719) 592-9299 ext. 9694
Email: dave.smith@intervestintl.com

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.

David M. Smith, CFP®

President/CEO

Upon graduation from the United States Military Academy in 1971,...

Kevin S. Bachmann, FLMI, CLU, ChFC, RICP

Position: VP Business Development
Phone: (813) 629-6365
Email: kevin.bachmann@intervestintl.com

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.

Kevin S. Bachmann, FLMI, CLU, ChFC, RICP

VP Business Development

Kevin has been in the Insurance and Securities business for...

Kacey Watts

Position: Financial and Operations Principal
Phone: (719) 592-9299 ext. 9687
Email: kacey.watts@intervestintl.com

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.

Kacey Watts

Financial and Operations Principal

Kacey is our Financial Principal and has been with Intervest...

Linda O’Brien

Position: Licensing Coordinator
Phone: (719) 592-9299 ext. 4202
Email: linda.obrien@intervestintl.com

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.

Linda O’Brien

Licensing Coordinator

Linda is our Licensing Coordinator. She has been with Intervest...

Tim O’Brien

Position: Chief Compliance Officer / Trade Desk Manager
Phone: (719) 592-9299 ext. 4218
Email: tim.obrien@intervestintl.com

Tim joined Intervest in June of 2010 and has worked in various roles, including Commissions, Tech, Trading, and Compliance, before ultimately becoming CCO.  A native New Yorker, he has spent most of his life living in the Colorado Springs area.  When not working, he enjoys spending time with his family, golfing, fishing, and watching as much baseball as he can.

Tim O’Brien

Chief Compliance Officer / Trade Desk Manager

Tim joined Intervest in June of 2010 and has worked...

Raymond Sanchez

Position: Commissions
Phone: (719) 592-9299 ext. 9696
Email: raymond.sanchez@intervestintl.com

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.

Raymond Sanchez

Commissions

In March of 2018, Raymond Sanchez joined Intervest to train...

Sarah O’Shea

Position: Compliance Consultant
Phone: (719) 650-1640
Email: sarah.oshea@intervestintl.com

Coming soon.

Sarah O’Shea

Compliance Consultant

Coming soon.