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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West: Greater Denver

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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

Mattijs Ossorio

Client Service Manager, Wealth Path Group

Nadege Maximin-Fiester

Client Service Specialist

Nicholas Kneibert

Client Service Specialist

Nicole Duman Image

Nicole M. Duman

Client Service Specialist

Denver – Greenwood Village

Nina Hernandez

Nina Hernandez

Client Service Specialist

Riley Wank

Riley Wank

Client Service Specialist

Scott Hancock

Sr. Client Service Specialist

Albuquerque, Boulder

Tyler Weinrich

Tyler Weinrich

Client Service Specialist

Vivian Covert

Client Service Specialist

Zach Butler

Zach Butler

Client Service Specialist

Denver – Tech Center

Douglas Gilbert

Douglas Gilbert

Sr. Vice President

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

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