Work With Experienced Financial Advisors in Colorado
Our financial advisors in Colorado bring experience across financial planning, investment management, and long-term wealth strategy. We work closely with clients to develop personalized plans that evolve with their goals, helping them make confident financial decisions at every stage of life.

Annie Garland, CFP®
Wealth Advisor

Brian VanKeuren, CPFA, MBA
Partner & Senior Wealth Advisor

Darin Hammerschmidt, CFP®
Partner & Senior Wealth Advisor

Keith Cusack, APMA
Partner & Senior Wealth Advisor

Laura Wedow
Wealth Advisor

Mark F. Tighe Jr., CPFA
Partner & Senior Wealth Advisor

Tim Gomez, CPFA®
Partner & Senior Wealth Advisor

Tyler Freeman, CFP®, CFA®
Partner & Senior Wealth Advisor

Andrea Denk
Client Services Manager

Lori Simpkins
Operations Manager

Nancy Harrison
Client Relationship Manager

Shannon Chirlo
Client Relationship Manager

Alex Smith, MBA
Business Development Manager

Drew Morse
Creative Lead and Office Manager
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