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 – Greenwood Village

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Anna Hopkins

Relationship Manager

Jackson, Denver – Greenwood Village

Anna Roper

Client Service Specialist

Denver, Denver – Greenwood Village

Gracie Tiedeman

Client Service Specialist

Denver – Greenwood Village, Denver

Nadege Maximin-Fiester

Manager, Client Service

Boulder, Denver, Denver – Greenwood Village, Frisco, Fort Collins

Nicholas Seaquist

Client Service Specialist

Denver, Denver – Greenwood Village

Nicole M. Duman

Client Service Specialist

Denver – Greenwood Village, Denver

Shannon Clough

Client Service Specialist

Denver – Greenwood Village, Denver

Victoria Toledo

Service Operations Associate

Denver, Denver – Greenwood Village

Vivian Covert

Client Service Specialist

Denver, Denver – Greenwood Village

Zach Butler

Client Service Specialist

Denver – Greenwood Village, Denver

Mckenna Wieser, CFP®

Regional Vice President

Boulder, Colorado Springs, Denver – Greenwood Village, Fort Collins, Frisco, Denver

Douglas Gilbert

Sr. Vice President

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

Charles Wetmore

Sr. Financial Planner

Denver – Greenwood Village

Bruce R. Bendell, CPA, PFS

Wealth Strategy Director, Tax

Denver – Greenwood Village

Laura Combs - Executive Managing Director

Laura Combs, CFP®, MBA

Executive Managing Partner, Head of Women and Wealth

Chicago, Ames, Boulder, Branson, Chesterfield, Denver, Frisco, Granbury, Green Bay, Madison, Omaha, Onalaska, Plano, Rockwall, Schaumburg, Springfield, Denver – Greenwood Village

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Meet our Advisory Team

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