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: Boulder

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Mattijs Ossorio

Client Service Manager, Wealth Path Group

Nadege Maximin-Fiester

Client Service Specialist

Riley Wank

Riley Wank

Client Service Specialist

Scott Hancock

Sr. Client Service Specialist

Albuquerque, Boulder

Douglas Gilbert

Douglas Gilbert

Sr. Vice President

Boulder, Chesterfield, Denver, Denver – Tech Center, Omaha, Schaumburg

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