Here to help, ready to make it happen!
SCOTT MAREK
Partner CFP® Denver
DESMOND DIMOND
Partner Denver
CHANDLER TE VELDE
DALE SELF
Partner Indianapolis
STACY SMITH
Operations Manager Denver
ALEX MOORHEAD
Head of Trading, Ph.D. Denver
DOT SAIZ
Operations Assistant Denver
RAY SYLVESTER
Chief Brand Officer Ph.D. Indianapolis
DARCY BORELLA GONSALVES
VP of Wealth Management CFP® Houston
CHRIS BARKER
Wealth Advisor CFP® MBA Denver
TIM DERN
Wealth Advisor RICP, Chicago
TREVOR HOUGARDY
Wealth Advisor Denver
ETHAN OGDEN
Wealth Advisor CFP® Chicago
CHRISTIAN LUNA
Wealth Advisor Chicago
JOSHUA ROARK HUENE
Associate Advisor AIF Denver
DRISS GRAOUI, CFA
Wealth Management Advisor Denver
ALAN GOODMAN
Senior Wealth Advisor Denver
DAVE OWENS
Wealth Advisor ChFC Denver
REBECCA DESOTO
Wealth Advisor CFP® Denver
TYLER LINKOWSKI
LANE STAMPER
VP Wealth Advisor Indianapolis
RAMON AGUIRRE
Wealth Advisor Fort Worth
MATTHEW TAMANAHA
KEN MIEDEMA
Partner & Senior Wealth Management Advisor Indianapolis
AMANDA HANSELKA
Operations Assistant Houston
MARK CANDLER
Wealth Advisor CLTC, MBA Denver
ANNIE KISER
STEVE HARTEL
JACOB JAEGLE
TERRY ANDERSON
SOPHIA PHILLIPS
Wealth Management Associate Denver
MIKE HAYES
Wealth Management Associate Indianapolis
CLARE SASS
Financial Planning Manager Denver
LES MCMULLEN
ADAM COLEMAN
JOHN HOOVER
Wealth Advisor CFP® Dallas
JACK MCCADDON
DIONNE BANKS
Wealth Manager Indianapolis
THOMAS GILLIN
Associate Wealth Advisor Denver