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 – Greenwood Village

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Adam Oliver, CFP®

Wealth Advisor

Denver – Greenwood Village

Ben Rowse, CFP®, CAIA®

Wealth Advisor, Director

Boulder, Denver, Frisco, Denver – Greenwood Village

Brian Samson

Managing Director

Denver – Greenwood Village

Brittany Rice, CFP®, CDFA®

Sr. Wealth Advisor

Boulder, Denver, Denver – Greenwood Village

Bruce R. Bendell, CPA, PFS

Sr. Wealth Advisor

Denver – Greenwood Village

Drew Harper, CFA^®, CFP^®, CAIA®

Sr. Wealth Advisor

Denver, Denver – Greenwood Village

Gabrielle Mollick, CFP®, CSRIC™

Wealth Advisor

Denver, Denver – Greenwood Village

Jason Halko, CFP®

Wealth Advisor

Denver, Denver – Greenwood Village

Michael G. Simmons, CFP®

Sr. Wealth Advisor

Denver – Greenwood Village

Michelle Sandt-Wade, CFP®

Sr. Wealth Advisor

Denver – Greenwood Village

Renée Pichette, CFP®

Sr. Wealth Advisor

Boulder, Denver – Greenwood Village

Mckenna Wieser

Regional Vice President

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

Charles Wetmore

Sr. Financial Planner

Denver – Greenwood Village

Gracie Horton, CFP®

Financial Planner

Denver, Denver – Greenwood Village

Zach Butler

Financial Planner

Denver – Greenwood Village

Amber Adams

Manager, Client Service

Boulder, Denver, Denver – Greenwood Village

Andrea Aranguiz

Senior Client Service Specialist

Denver, Denver – Greenwood Village

Gracie Tiedeman

Client Service Specialist

Denver – Greenwood Village

Nicole M. Duman

Client Service Specialist

Denver – Greenwood Village

Shannon Clough

Client Service Specialist

Denver – Greenwood Village

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