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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Shannon Clough

Client Service Specialist

Denver – Greenwood Village

Tyler Weinrich

Tyler Weinrich

Client Service Specialist

Vivian Covert

Client Service Specialist

Zach Butler

Zach Butler

Client Service Specialist

Denver – Greenwood Village

Douglas Gilbert

Douglas Gilbert

Sr. Vice President

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

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