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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Gracie Horton

Gracie Horton, CFP®

Financial Planner

Denver, Denver – Tech Center

Michael Van Boening

Michael Van Boening, CFP®, RICP(r)

Manager, Sr. Financial Planner

William Sands, CFP®

Financial Planner

Claire Allen

Estate Planning Operations Specialist

Amber Adams

Amber Adams

Manager, Client Service

Boulder, Denver, Denver – Tech Center

Andrea Aranguiz

Andrea Aranguiz

Senior Client Service Specialist

Denver, Denver – Tech Center

Barbara Barreca

Client Service Specialist

Gracie Tiedeman Image

Gracie Tiedman

Client Service Specialist

Denver – Greenwood Village

Julie Logan, Client Service Specialist

Julie Logan

Client Service Specialist

Mattijs Ossorio

Client Service Manager, Wealth Path Group

Nadege Maximin-Fiester

Client Service Specialist

Nicholas Kneibert

Client Service Specialist

Nicole Hankins - Sr. Client Service Specialist

Nicole Hankins

Sr. Client Service Specialist

Nicole Duman Image

Nicole M. Duman

Client Service Specialist

Denver – Greenwood Village

Nicole Rockett - Sr. Client Service Specialist

Nicole Rockett

Sr. Client Service Specialist

Nina Hernandez

Nina Hernandez

Client Service Specialist

Riley Wank

Riley Wank

Client Service Specialist

Scott Hancock

Sr. Client Service Specialist

Albuquerque, Boulder

Shannon Clough

Client Service Specialist

Denver – Greenwood Village

Tyler Weinrich

Tyler Weinrich

Client Service Specialist

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