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.

 

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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Nathan David Jones

Director of Investment Operations

Office 303-209-5236


Email

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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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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 303-209-5242


Email

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Ryan Spor

Investment Operations

Office 303-390-5768


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Rachel Lynn Hamilton

Service Coordinator

Office 720-465-5933


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Keri Ortega

Insurance Coordinator

Office 970-225-3460


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Telsche Crandall

Fax 970-226-5036


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Lori Scory

Service Coordinator

Office 303-442-3800


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