Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Denver – Greenwood Village

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Adam Oliver Image

Adam Oliver, Wealth Advisor

CFP®

Denver – Greenwood Village

Bruce Bendell Image

Bruce R. Bendell, CPA, PFS

Sr. Wealth Advisor

Denver – Greenwood Village

Michael G. Simmons Image

Michael G. Simmons, CFP®

Sr. Wealth Advisor

Denver – Greenwood Village

Michelle Sandt-Wade Image

Michelle Sandt-Wade, CFP®

Sr. Wealth Advisor

Denver – Greenwood Village

Charles Wetmore

Charles Wetmore

Sr. Financial Planner

Denver – Greenwood Village

Gracie Tiedeman Image

Gracie Tiedman

Client Service Specialist

Denver – Greenwood Village

Nicole Duman Image

Nicole M. Duman

Client Service Specialist

Denver – Greenwood Village

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