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: Boulder

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Isabel-Brewster

Isabel Brewster

Client Service Specialist

Mattijs Ossorio

Client Service Manager, Wealth Path Group

Nadege Maximin-Fiester

Manager, Client Service

Nick Perez

Client Service Specialist

Riley Wank

Riley Wank

Client Service Specialist

Scott Hancock

Sr. Client Service Specialist

Albuquerque, Boulder

Douglas Gilbert

Douglas Gilbert

Sr. Vice President

Boulder, Chesterfield, Denver, Denver – Tech Center, Omaha, Schaumburg

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