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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Craig Kinnunen

Sr Financial Planner

Gracie Horton

Gracie Horton, CFP®

Financial Planner

Denver, Denver – Greenwood Village

Jim Bagnato

Financial Planner

Michael Van Boening

Michael Van Boening, CFP®, RICP(r)

Sr. Manager, Financial Planning

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

Client Service Specialist

Nina Hernandez

Nina Hernandez

Sr. Client Service Specialist

Tyler Weinrich

Tyler Weinrich

Client Service Specialist

Vivian Covert

Client Service Specialist

Douglas Gilbert

Douglas Gilbert

Sr. Vice President

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

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