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: Denver Location: Denver – Greenwood Village

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Michelle Sandt-Wade Image

Michelle Sandt-Wade, CFP®

Sr. Wealth Advisor

Denver – Greenwood Village

Renée Pichette, CFP®, CES™

Sr. Wealth Advisor

Boulder, Denver – Greenwood Village

Ryan Poterack

Sr. Wealth Advisor

Kristen Comeau

Regional Vice President

Boulder, Denver, Frisco, Omaha, Cincinnati, Columbus, McLean, Richmond, Roanoke, Washington, DC, Lexington, Louisville, Hunt Valley

Andrew Thompson

Regional Vice President

David Goodman

Regional Vice President

Eric Sirjord - Regional Vice President

Eric Sirjord

Regional Vice President

Boulder, Denver

Mckenna Wieser - Regional Vice President

Mckenna Wieser, CFP®

Regional Vice President

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

Scott Baber - Regional Vice President

William (Scott) Baber

Regional Vice President

Tyler Schaefer

Manager, Client Development Associate

Charles Pastor

Sr. Financial Planner

Charles Wetmore

Charles Wetmore

Sr. Financial Planner

Denver – Greenwood Village

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

Amber Adams

Amber Adams

Manager, Client Service

Boulder, Denver, Denver – Greenwood Village

Andrea Aranguiz

Andrea Aranguiz

Senior Client Service Specialist

Denver, Denver – Greenwood Village

Anna Roper

Client Service Specialist

Gracie Tiedeman Image

Gracie Tiedeman

Client Service Specialist

Denver – Greenwood Village

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