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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Harrison Sedmak

Financial Planner

Jim-Bagnato

Jim Bagnato

Financial Planner

Michael Van Boening

Michael Van Boening, CFP®, RICP®

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

Barbara Barreca

Client Service Specialist

Gracie Tiedeman Image

Gracie Tiedeman

Client Service Specialist

Denver – Greenwood Village

Isabel-Brewster

Isabel Brewster

Client Service Specialist

Julie Logan, Client Service Specialist

Julie Logan

Client Service Specialist

Mattijs Ossorio

Associate Vice President

Max Brown

Max Brown

Client Service Specialist

Nadege Maximin-Fiester

Manager, Client Service

Nicholas Kneibert

Financial Planner

Nicole Hankins - Sr. Client Service Specialist

Nicole Hankins

Sr. Client Service Specialist

Nicole Duman Image

Nicole M. Duman

Client Service Specialist

Denver – Greenwood Village

Nicole Rockett - Sr. Client Service Specialist

Nicole Rockett

Sr. Client Service Specialist

Nina Hernandez

Nina Hernandez

Client Service Manager

Riley Wank

Riley Wank

Client Service Specialist

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