Planning Team

We create a safe & sophisticated environment designed 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.

 

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


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Brittany M Vinduska

Partner

Office 303-209-5254


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Sarah Kristen Rodriguez

Controller

Office 303-390-5750


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Erica L Webber

Director of Strategic Development

Office 303-390-5750


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Ashley Marie Charles , RICP®

Private Wealth Advisor

Office 303-390-5790


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Patrick Kline , CFP®, RICP®, WMCP®

Private Wealth Service Advisor

Office 303-390-5750


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Nathan David Jones

Director of Investment Operations

Office 303-209-5236


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Ryan Spor

Investment Operations

Office 303-390-5750


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Jaime N Bartholomew

Insurance Coordinator

Office 303-209-5239


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Aishworya Kc

Service Coordinator

Office 303-390-5750


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Lori Scory

Service Coordinator

Office 303-442-3800


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