Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Boulder

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Laura Combs - Executive Managing Director

Laura Combs, CFP®, MBA

Executive Managing Partner, Head of Women and Wealth

Chicago, Ames, Boulder, Branson, Chesterfield, Denver, Frisco, Granbury, Green Bay, Madison, Omaha, Onalaska, Plano, Rockwall, Schaumburg, Springfield, Denver – Greenwood Village

Ben Rowse, CFP®, CAIA®

Principal

Boulder, Denver, Frisco, Denver – Greenwood Village

Brittany Rice

Brittany Rice, CFP®, CDFA®

Sr. Wealth Advisor

Boulder, Denver, Denver – Greenwood Village

Christopher S. Murphy

Christopher S. Murphy, CFP®

Wealth Advisor

Chuck Breuch, CFP®

Sr. Wealth Advisor

John Freemire

John Freemire, CFP ®

Wealth Advisor

Joshua Fremit, CFP®

Wealth Advisor

Boulder, Denver, Denver – Greenwood Village

Logan Donovan, CFP®

Wealth Advisor

Maeve Schmid

Maeve Lehman, CFP^®

Sr. Wealth Advisor

Boulder, Denver, Peabody, Nashua, Boston – West

Renée Pichette, CFP®, CES™

Sr. Wealth Advisor

Boulder, Denver – Greenwood Village

Sarah Pham

Sarah Pham, CFP®, SE-AWMA®, CWS®, ChFC®, AAMS®, MBA

Wealth Advisor

W. Thomas McNary

W. Thomas McNary, CFP®, CSRIC

Principal

William Sands, CFP®

Wealth Advisor

Amber Adams

Manager, Client Service

Boulder, Denver, Denver – Greenwood Village, Frisco, Colorado Springs, Fort Collins

Barbara Barreca

Relationship Manager

Boulder, Denver

Isabel-Brewster

Isabel Brewster

Service Operations Associate

Boulder, Denver

Max Brown

Max Brown

Service Operations Associate

Boulder, Denver

Nadege Maximin-Fiester

Manager, Client Service

Boulder, Denver, Denver – Greenwood Village, Frisco, Fort Collins

Riley Wank

Riley Wank

Relationship Manager

Boulder, Denver

Scott Hancock

Service Operations Associate

Albuquerque, Boulder, Denver

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