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 Director

Ben Rowse, CFP®, CAIA®

Wealth Advisor, Director

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

Boulder, Green Bay

Maeve Schmid

Maeve Lehman, CFP^®

Sr. Wealth Advisor

Boulder, Denver, Omaha, Peabody, Nashua

Renée Pichette Image

Renée Pichette, CFP®

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

Sr. Wealth Advisor, Director

William Sands, CFP®

Wealth Advisor

Kristen Comeau

Regional Vice President

Boulder, Denver, Frisco, Omaha, Cincinnati, Columbus, McLean, Richmond, Roanoke, Washington, DC, Lexington, Louisville, Hunt Valley

Eric Sirjord - Regional Vice President

Eric Sirjord

Regional Vice President

Boulder, Denver

Mckenna Wieser - Regional Vice President

Mckenna Wieser, CFP®

Regional Vice President

Boulder, Colorado Springs, Denver – Cherry Creek, Denver – Greenwood Village, Fort Collins, Frisco, Denver, Salt Lake City, Denver – Tech Center

Jacques Jagr

Sr. Client Development Associate

Amber Adams

Amber Adams

Manager, Client Service

Boulder, Denver, Denver – Greenwood Village

Barbara Barreca

Client Service Specialist

Isabel-Brewster

Isabel Brewster

Client Service Specialist

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