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: Fort Collins

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Brian Estep, Wealth Advisor

Brian P.A. Estep, CFP®, CIMA®, AIF®

Wealth Advisor

Dennis Collins, Sr. Wealth Advisor

Dennis Collins, CFP®, CIMA®, CPWA, CDFA

Sr. Wealth Advisor

Stephen West - Sr. Wealth Advisor

Stephen L. West, CFP®, ChFC®, AIF®, CRPS®

Sr. Wealth Advisor

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

Julie Logan, Client Service Specialist

Julie Logan

Client Service Specialist

Nicole Hankins - Sr. Client Service Specialist

Nicole Hankins

Sr. Client Service Specialist

Nicole Rockett - Sr. Client Service Specialist

Nicole Rockett

Sr. Client Service Specialist

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