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

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Craig Kinnunen

Sr Financial Planner

Gracie Horton

Gracie Horton, CFP®

Financial Planner

Denver, Denver – Tech Center

Michael Van Boening, CFP®, RICP(r)

Manager, Sr. Financial Planner

Amber Adams

Amber Adams

Manager, Client Service

Boulder, Denver, Denver – Tech Center

Andrea Aranguiz

Andrea Aranguiz

Senior Client Service Specialist

Denver, Denver – Tech Center

Haiden Bowman

Director, Client Service

Ames, Bloomington, Boulder, Branson, Chesterfield, Denver, Denver – Tech Center, Frisco, Green Bay, Ketchum, Madison, Omaha, Onalaska, Schaumburg, Spokane, Springfield

Nicholas Kneibert

Client Service Specialist

Nina Hernandez

Nina Hernandez

Client Service Specialist

Tyler Weinrich

Tyler Weinrich

Client Service Specialist

Vivian Covert

Client Service Specialist

Douglas Gilbert

Douglas Gilbert

SVP, Channel Sales

Boulder, Chesterfield, Denver, Denver – Tech Center, Omaha, Schaumburg

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