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

Associate Vice President

Max Brown

Max Brown

Client Service Specialist

Nadege Maximin-Fiester

Manager, Client Service

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, Omaha, Schaumburg, Denver – Greenwood Village

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