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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Ben Rowse, CFP®, CAIA®

Principal

Boulder, Denver, Frisco, Denver – Greenwood Village

James Telfer, CFP®, CSRIC®

Principal

Denver, Frisco, Denver – Greenwood Village

Ian Freemire, CFP®, CDFA®

Sr. Wealth Advisor

Denver, Frisco, Denver – Greenwood Village

Amber Adams

Manager, Client Service

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

Nadege Maximin-Fiester

Manager, Client Service

Boulder, Denver, Denver – Greenwood Village, Frisco, Fort Collins

Brian Holmes

Regional Vice President

Mckenna Wieser - Regional Vice President

Mckenna Wieser, CFP®

Regional Vice President

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

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

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Insurance Solutions

One Team, One Plan, One Vision: Integrated Insurance Planning

July 2, 2026

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July 1, 2026

Investment Management

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June 30, 2026

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