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Location: Denver – Greenwood Village
Josh DeForest, CFA, CFP®
Executive Managing Director
Laura Combs, CFP®, MBA
Executive Managing Director
Brent Singleton, CFP®, AIF®
Sr. Wealth Advisor, Sr Director
Dane Sauer, CFP®
Wealth Advisor, Sr. Director
David P. Reynolds, CFP®, ChFC®, AAMS®
Sr. Director, Market Leader
Jim Czirr, CFP®, CFA
Sr. Wealth Advisor, Sr. Director
Matthew R. Bohrer
Managing Director
Adam Oliver, CFP®
Wealth Advisor
Alexa Willis, CFP®
Wealth Advisor
Andra Reason, CPA, CFP®
Sr Wealth Advisor, Director
Anna Apodaca, CFP®, CDFA®
Wealth Advisor, Director
Austin Lewis
Wealth Advisor
Ben Rowse, CFP®, CAIA®
Wealth Advisor, Director
Brett Landstrom, MBA, CFP®, ChFC®, CLU®, RICP®
Sr. Wealth Advisor
Brian Norris
Sr. Wealth Advisor
Brian Samson
Managing Director
Brittany Rice, CFP®, CDFA®
Sr. Wealth Advisor
Bruce R. Bendell, CPA, PFS
Sr. Wealth Advisor
Carin Roman, CFP®
Wealth Advisor
Christopher S. Murphy, CFP®
Wealth Advisor
