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.

Bill Ennis, CPA/PFS

Sr. Wealth Advisor

Bill Starnes, CFP®, MST

Sr. Wealth Advisor

Frank Bowling

Bo Bowling, CPA

Sr Wealth Advisor

Bob Burlinson

Bob Burlinson

Sr. Director, Private Investments

Menlo Park, San Francisco

Brad White

Brad White, CFP®

Sr. Wealth Advisor, Director

B Wissinger

Brandon Wissinger, CFP®

Sr. Wealth Advisor

Sorrento Valley

Brent Kerstetter, CFP®, MBA

Sr. Wealth Advisor, Director

Brett Landstrom

Brett Landstrom, MBA, CFP®, ChFC®, CLU®, RICP®

Sr. Wealth Advisor

Denver, Denver – Tech Center, Omaha

Brian Jellig, CFP®

RVP, Wealth Advisor

Brian Norris

Sr. Wealth Advisor

Coeur d’Alene, Spokane

Brian Estep, Wealth Advisor

Brian P.A. Estep, CFP®, CIMA®, AIF®

Wealth Advisor

Brian Samson - Managing Director

Brian Samson

Managing Director

Brian Smyth

Brian Smyth

Wealth Advisor

Brittany Rice

Brittany Rice, CFP^®

Sr. Wealth Advisor

Boulder, Denver, Denver – Tech Center

Bruce Bendell Image

Bruce R. Bendell, CPA, PFS

Sr. Wealth Advisor

Denver – Greenwood Village

Bryan Bielawski

Bryan Bielawski, CPA, CFA

Sr. Wealth Advisor

Cameron Willcox, CFP®, EA

Wealth Advisor

Boulder, Denver, Denver – Tech Center

Carin Roman

Carin Roman, CFP^®

Wealth Advisor

Carol Ann Casebolt, CFP®

Wealth Advisor

Chadwick Dickison - Wealth Advisor

Chadwick Dickison

Wealth Advisor

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