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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Logan Donovan, CFP®

Wealth Advisor

Boulder, Green Bay

Maeve Schmid

Maeve Lehman, CFP^®

Wealth Advisor

Boulder, Denver, Omaha

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

Parshad Singh Image

Parshad Singh, CFP®, CIMA®

Wealth Advisor

Denver – Cherry Creek

Renée Pichette Image

Renée Pichette, CFP®

Wealth Advisor

Sandra Laskowski

Sandra Laskowski, CFP®

Wealth Advisor

Boulder, Denver, Denver – Tech Center

Stephen West - Sr. Wealth Advisor

Stephen L. West, CFP®, ChFC®, AIF®, CRPS®

Sr. Wealth Advisor

W. Thomas McNary

W. Thomas McNary, CFP®, CSRIC

Sr. Wealth Advisor, Director

Kristen Comeau

Regional Vice President

Boulder, Denver, Denver – Tech Center, Frisco, Omaha, Cincinnati, Columbus

Andrew Thompson

Andrew Thompson

Regional Vice President

David Goodman

Regional Vice President

Eric Sirjord - Regional Vice President

Eric Sirjord

Regional Vice President

Boulder, Denver

Mckenna Wieser

Regional Vice President

Jacques Jagr

Regional Sales Associate

Tyler Schaefer

Tyler Schaefer

Manager, Regional Client Development Associates

Denver, Denver – Tech Center

Charles Wetmore

Charles Wetmore

Sr. Financial Planner

Denver – Greenwood Village

Claire Layman

Claire Layman

Financial Planner

Denver, Denver – Tech Center

Craig Kinnunen

Sr Financial Planner

Gracie Horton

Gracie Horton, CFP®

Financial Planner

Denver, Denver – Tech Center

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Personal Finance

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April 14, 2025

Market Commentary

The Fallacy of Selling and Waiting Until Markets Calm Down: Insights From Our CIO

April 9, 2025

Market Commentary

Portfolios Built for Moments Like This: Insights From Our CIO

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