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.

Search results for:

West: Colorado

Clear All Filters

Michael Van Boening

Michael Van Boening, CFP®, RICP(r)

Sr. Manager, Financial Planning

Zach Butler

Zach Butler

Financial Planner

Denver – Greenwood Village

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

Client Service Manager, Wealth Path Group

Nadege Maximin-Fiester

Manager, Client Service

Nicholas Kneibert

Client Service Specialist

Nick Perez

Client Service Specialist

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

Sr. Client Service Specialist

Riley Wank

Riley Wank

Client Service Specialist

Scott Hancock

Sr. Client Service Specialist

Albuquerque, Boulder

Shannon Clough

Client Service Specialist

Denver – Greenwood Village

Ready to get started?

Explore More

person sitting with an insurance advisor looking at paperwork

Personal Finance

What Is Umbrella Insurance and Do I Need It? Answers To FAQs

July 3, 2025

Personal Finance

The House Tax Bill: No Tax on Tips or Overtime

July 1, 2025

Taxes

How Much Can You Give in 2025 Without Paying Gift Tax?

June 30, 2025

Continue Browsing