Our Englewood, CO Team

Wealth Advisors

Ashli Collins

Associate Wealth Advisor

Brian Rorick

CFP®
Partner, Wealth Advisor

Dana Bath

CDFA®
Partner, Wealth Advisor

John Dalton

CPA/PFS®, CFA®, CFP®, CAP®
Partner, Wealth Advisor

Jon Adams

Partner, Wealth Advisor

Keys Tinney

CFP®
Managing Partner

Michael Beermann

BFA
Wealth Advisor

P. Sean Henderson

CIMA®
Partner, Wealth Advisor

Robert Douglas

Partner, 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