Here to help, ready to make it happen!
SCOTT MAREK
Partner CFP® Denver
BYRON HURLBUT
Director of Operations and Investments Denver
ALEX MOORHEAD
Head of Trading, Ph.D. Denver
DESMOND DIMOND
Partner Denver
STACY SMITH
Operations Manager Denver
KURT GALLUP
Investment Specialist Denver
CHANDLER TE VELDE
Partner, CCO CFP® Denver
COURTNEY PESCHE
Operations Assistance Denver
JAZ SANDHAR
Trading Operations Denver
DALE SELF
Partner Indianapolis
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
TREVOR HOUGARDY
Wealth Advisor Denver
DRISS GRAOUI, CFA
Wealth Management Advisor, CFA Denver
DAVID FRIER
Registered Investment Advisor Colorado Springs
ETHAN OGDEN
Wealth Advisor CFP® Chicago
JOSHUA ROARK HUENE
Associate Advisor AIF Denver
JON JARBOE
Wealth Management Advisor Denver
CHRISTIAN LUNA
Wealth Advisor Chicago
KEN MIEDEMA
Partner & Senior Wealth Management Advisor
ALAN GOODMAN
Senior Wealth Advisor Denver
DAVE OWENS
Wealth Advisor ChFC Denver
REBECCA DESOTO
Wealth Advisor CFP® Denver
DAWN HINRICHS
Office and Planning Manager Colorado Springs
TYLER LINKOWSKI
LANE STAMPER
VP Wealth Advisor Indianapolis
MATTHEW TAMANAHA
SOPHIA PHILLIPS
Wealth Management Associate
CLARE SASS
Financial Planning Manager Denver
MARK CANDLER
Wealth Advisor CLTC, MBA Denver
ANNIE KISER
STEVE HARTEL
JOIE KELLNER
Administration and Reception Colorado Springs
JACOB JAEGLE
AMANDA HANSELKA
Operations Assistant Houston
MIKE HAYES
Wealth Management Associate Indianapolis
TERRY ANDERSON
LES MCMULLEN
Wealth Advisor Denver, CEPA Denver
ADAM COLEMAN
COLLIN KELLY
Wealth Management Advisor, WMCP® Indianapolis
JOHN HOOVER
Wealth Advisor CFP® Dallas
JACK MCCADDON
THOMAS GILLIN
Associate Wealth Advisor Denver
DIONNE BANKS
Wealth Manager Indianapolis
SONIA MARTINEZ-TRUJILO
Wealth Management Advisor
TIM DERN
Wealth Advisor RICP, Chicago