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: Denver

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Josh Gustafson

Executive Managing Partner

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, Sun Valley, Madison, Omaha, Onalaska, Plano, Rockwall, Schaumburg, Spokane, Springfield, Denver – Greenwood Village

Ben Rowse, CFP®, CAIA®

Principal

Boulder, Denver, Frisco, Denver – Greenwood Village

Brett Landstrom

Brett Landstrom, MBA, CFP®, ChFC®, CLU®, RICP®

Partner, Sr. Wealth Advisor

Denver, Omaha, Denver – Greenwood Village

Brittany Rice

Brittany Rice, CFP®, CDFA®

Sr. Wealth Advisor

Boulder, Denver, Denver – Greenwood Village

Drew Harper

Drew Harper, CFA^®, CFP^®, CAIA®

Sr. Wealth Advisor

Denver, Denver – Greenwood Village

Duncan MacDougall, CFP®

Wealth Advisor

Gabrielle Mollick

Gabrielle Mollick, CFP®, CSRIC™

Wealth Advisor

Denver, Denver – Greenwood Village

Gracie Horton

Gracie Horton, CFP®

Wealth Advisor

Denver, Denver – Greenwood Village

Ian Freemire, CFP®, CDFA®

Sr. Wealth Advisor

Denver, Frisco, Denver – Greenwood Village

James Telfer, CFP®, CSRIC®

Principal

Denver, Frisco, Denver – Greenwood Village

Jason Halko

Jason Halko, CFP®

Wealth Advisor

Denver, Denver – Greenwood Village

Joshua Fremit, CFP®

Wealth Advisor

Boulder, Denver, Denver – Greenwood Village

Julia Messineo

Julia Messineo, CFP®, CDFA®

Wealth Advisor

Maeve Schmid

Maeve Lehman, CFP^®

Sr. Wealth Advisor

Boulder, Denver, Peabody, Nashua, Boston – West

Ryan Poterack

Sr. Wealth Advisor

Amber Adams

Amber Adams

Manager, Client Service

Boulder, Denver, Denver – Greenwood Village

Andrea Aranguiz

Andrea Aranguiz

Senior Client Service Specialist

Denver, Denver – Greenwood Village

Anna Roper

Client Service Specialist

Nicholas Kneibert

Financial Planner

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