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.

Let’s talk

Search results for:

Location: Boulder

Clear All Filters

Eric Sirjord

Regional Vice President

Boulder, Denver

Mckenna Wieser, CFP®

Regional Vice President

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

Douglas Gilbert

Sr. Vice President

Boulder, Chesterfield, Denver, Omaha, Schaumburg, Denver – Greenwood Village

Jacques Jagr

Sr. Client Development Associate

Boulder

Ready to get started?

Let’s Talk

Explore More

Investment Management

When Will Passive Investors Own the Mega-IPOs?

June 22, 2026

What Clients Ask

Why One Team Can Simplify Your Financial Life

June 22, 2026

Professions

Incentive Stock Options: From Equity to Tax Strategy for Tech Professionals

June 18, 2026

Continue Browsing

Investment Management
Professional Athletes
Locations

Core Solutions

Specialty Solutions

Our Team

Engaging Us

Our Locations

Sharing Knowledge

Explore by Topic

Trending

Explore by Format

Latest