Planning Team

We create a safe & sophisticated environment for you to thrive. We hope you will feel confident contacting a member of our team with your questions, concerns, or requests. We provide exceptional client service and will respond to your inquiry promptly.

 

Advisors

Daniel Ryan Lagerborg , CAP®

Partner and Financial Planning Specialist

Office 303-209-5238


Email

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Alan M Kubicki , CFP®

Partner and Private Wealth Advisor

Office 303-209-5249


Email

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Andy Groeger , CFP®

Private Wealth Advisor

Office 970-225-3452


Email

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Ashley Marie Charles , CFP®, RICP®

Private Wealth Advisor

Office 303-390-5790


Email

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Patrick Kline , CFP®, RICP®, WMCP®

Private Wealth Advisor

Office 303-209-5242


Email

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Whittney RoJo

Financial Planning Coordinator

Office 303-293-6673


Email

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Client Experience

Nathan David Jones

Partner and Director of Investments

Office 303-209-5236


Email

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Ryan Spor

Investment Operations

Office 303-390-5768


Email

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Rachel Lynn Hamilton

Service Coordinator

Office 720-465-5933


Email

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Keri Ortega

Insurance Coordinator

Office 970-225-3460


Email

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Telsche Crandall , RICP®

Service Coordinator

Fax 970-226-5036


Email

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Internal Operations

Erica L Webber

Director of Strategic Development

Office 303-390-5788


Email

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Sarah Kristen Rodriguez

Controller

Office 303-209-5238


Email

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Elsa Guadalupe Gonzalez

Executive Assistant

Office 303-390-5750


Email

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