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.

Search results for:

Location: Frisco

Clear All Filters

Laura Combs - Executive Managing Director

Laura Combs, CFP®, MBA

Executive Managing Partner, Women & Wealth and Central Channel

Ben Rowse, CFP®, CAIA®

Principal

Boulder, Denver, Frisco, 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

Kristen Comeau

Regional Vice President

Boulder, Denver, Frisco, Omaha, Cincinnati, Columbus, McLean, Richmond, Roanoke, Washington, DC, Lexington, Louisville, Hunt Valley

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

Ready to get started?

Explore More

A man working on his taxes

Tax Planning

Documents to Collect Before Starting Your Taxes in 2026

January 2, 2026

Family & Health

Do You Need a Family Financial Summit?

December 29, 2025

Estate Planning

Why Creatives Need Estate Planning: Tips for Protecting Your Assets

December 29, 2025

Continue Browsing