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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Susan Feiste

National Sr. Client Service Specialist

Douglas Gilbert

Douglas Gilbert

Sr. Vice President

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

Carrie Ohm

VP, M&A Partner Development

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