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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Scott Baber - Regional Vice President

William (Scott) Baber

Regional Vice President

Tyler Schaefer

Manager, Client Development Associate

Harrison Sedmak

Financial Planner

Jim-Bagnato

Jim Bagnato, CFP®

Financial Planner

Michael Van Boening

Michael Van Boening, CFP®, RICP®, CCFC

Sr. Manager, Financial Planning

William Harrigan

William (Irish) Harrigan

Financial Planner

Claire Allen

Estate Planning Operations Specialist

Amber Adams

Amber Adams

Manager, Client Service

Boulder, Denver, Denver – Greenwood Village

Andrea Aranguiz

Andrea Aranguiz

Senior Client Service Specialist

Denver, Denver – Greenwood Village

Nicholas Kneibert

Financial Planner

Nina Hernandez

Nina Hernandez

Client Service Manager

Tyler Weinrich

Tyler Weinrich

Client Service Specialist

Vivian Covert

Client Service Specialist

Douglas Gilbert

Douglas Gilbert

Sr. Vice President

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

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