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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Laura Combs - Executive Managing Director

Laura Combs, CFP®, MBA

Executive Managing Director

Ben Rowse, CFP®, CAIA®

Wealth Advisor, Director

Boulder, Denver, Frisco, Denver – Greenwood Village

Ian Freemire, CFP®, EA

Sr. Wealth Advisor

Denver, Frisco, Denver – Greenwood Village

James Telfer, CFP®, CSRIC®

Wealth Advisor, Director

Denver, Frisco, Denver – Greenwood Village

Kristen Comeau

Regional Vice President

Boulder, Denver, Frisco, Omaha, Cincinnati, Columbus, McLean, Richmond, Roanoke, Washington, DC, Lexington, Louisville, Hunt Valley

Mckenna Wieser - Regional Vice President

Mckenna Wieser, CFP®

Regional Vice President

Boulder, Colorado Springs, Denver – Cherry Creek, Denver – Greenwood Village, Fort Collins, Frisco, Denver, Salt Lake City

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