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What We Do
Financial Planning
Retirement Planning
Estate Planning
Investment Management
Tax Planning
Business Ownership
Private Client Services
Insurance
Education Savings
Net Unrealized Appreciation (NUA)
Who We Are
Our Story
Our Process
Accolades
Community Support
Careers
Insights
Your Money
Your Business
Your Retirement
Your Legacy
Your Freedom
Market & Investments
In the News
Tools
Risk Survey
Retirement Readiness Quiz
401(k) Calculator
Roth vs. Traditional IRA Calculator
College Readiness Quiz
Find an Advisor
View All Locations
Get Your Advisor Match
Our Englewood, CO Team
Wealth Advisors
Ashli Collins
Associate Wealth Advisor
Brian Rorick
CFP®
Sr. Wealth Advisor
Dana Bath
CDFA®
Sr. Wealth Advisor
John Dalton
CPA/PFS®, CFA®, CAP®
Sr. Wealth Advisor
Jon Adams
Wealth Advisor
Keys Tinney
CFP®
Managing Partner
Michael Beermann
BFA
Wealth Advisor
P. Sean Henderson
CIMA®
Sr. Wealth Advisor
Robert Douglas
Sr. Wealth Advisor
Client Services
Genesis Fox
Relationship & Operations Manager
Jackelyn Diaz
Relationship & Operations Manager
Laura Podrasky
Relationship & Operations Manager
Marsha Nuttall
Director, Operations
Operations
Adam Dandis
Paraplanner
Iris Tucker
Director of First Impressions
Shelby Giardino
Relationship & Operations Manager
Investments
Ryan Detrick
CMT®
Chief Market Strategist
Jessica Golson
CIPM
Senior Vice President, Investments and Trading
Sonu Varghese
Ph.D.
Vice President, Global Macro Strategist
Mike Lawrence
CFA®
Portfolio Manager
Grant Engelbart
CFA®, CAIA®
Vice President, Investment Strategist
Barry Gilbert
CFA®, Ph.D.
Vice President, Asset Allocation Strategist
Research Department
Kevin Zlomke
Director of Trading
Todd Knott
Senior Trader
Drew Reisdorff
Senior Trader
Kaleigh Sanders
Sr. Specialist, Trade Operations
Jordan Pieper
Trading Specialist
Advanced Solutions Team
Debra Taylor
CPA/PFS™, JD, CDFA®
Managing Partner and Chief Tax Strategist
Matt Lewis
CLU®, CLTC®
Vice President, Insurance
Scott Berryman
Director, Trust Solutions
Patrick Carter
CPA
Senior Tax Planner
Beth Schanou
JD
Senior Wealth Planner
Michael Barczak
CFA
VP, Retirement Plans - Investments
Tom Fridrich
JD, CLU, ChFC®
Director, Wealth Planning
Jon Fuller
Manager, Brokerage Solutions
Jody Jackson
Coordinator, AST
Josh Ream
Sr. Specialist, Internal Insurance
Michael Gruidel
CFP®
Wealth Planner
Ryan Egolf
EA
Senior Tax Planner
Tom Mullen
Senior Tax Planner
As we head into uncharted economic waters, what can we expect for the second half of 2025?
Read the Midyear Outlook