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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Logan Donovan, CFP®

Wealth Advisor

Boulder, Green Bay

Maeve Schmid

Maeve Lehman, CFP^®

Sr. Wealth Advisor

Boulder, Denver, Omaha, Peabody, Burlington, Nashua

Michael G. Simmons Image

Michael G. Simmons, CFP®

Sr. Wealth Advisor

Denver – Greenwood Village

Michelle Sandt-Wade Image

Michelle Sandt-Wade, CFP®

Sr. Wealth Advisor

Denver – Greenwood Village

Renée Pichette Image

Renée Pichette, CFP®

Sr. Wealth Advisor

Boulder, Denver – Greenwood Village

Sandra Laskowski

Sandra Laskowski, CFP®

Wealth Advisor

Boulder, Denver, Denver – Tech Center

Stephen West - Sr. Wealth Advisor

Stephen L. West, CFP®, ChFC®, AIF®, CRPS®

Sr. Wealth Advisor

W. Thomas McNary

W. Thomas McNary, CFP®, CSRIC

Sr. Wealth Advisor, Director

William Sands, CFP®

Wealth Advisor

Kristen Comeau

Regional Vice President

Boulder, Denver, Frisco, Omaha, Cincinnati, Columbus

Andrew Thompson

Andrew Thompson

Regional Vice President

David Goodman

Regional Vice President

Eric Sirjord - Regional Vice President

Eric Sirjord

Regional Vice President

Boulder, Denver

Mckenna Wieser - Regional Vice President

Mckenna Wieser

Regional Vice President

Boulder, Colorado Springs, Denver – Cherry Creek, Denver – Greenwood Village, Fort Collins, Frisco, Denver

Scott Baber - Regional Vice President

William (Scott) Baber

Regional Vice President

Jacques Jagr

Regional Sales Associate

Charles Wetmore

Charles Wetmore

Sr. Financial Planner

Denver – Greenwood Village

Craig Kinnunen

Sr Financial Planner

Gracie Horton

Gracie Horton, CFP®

Financial Planner

Denver, Denver – Greenwood Village

Jim-Bagnato

Jim Bagnato

Financial Planner

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