Meet our Advisory Team

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Brett Landstrom, MBA, CFP®, ChFC®, CLU®, RICP®

Sr. Wealth Advisor

Denver, Denver – Tech Center, Omaha

Brian Jellig, CFP®

RVP, Wealth Advisor

San Diego

Brian Norris

Sr. Wealth Advisor

Coeur d’Alene, Spokane

Brian Samson

Managing Director

Brian Smyth

Wealth Advisor

Charlotte

Brittany Rice, CFP^®

Sr. Wealth Advisor

Boulder, Denver, Denver – Tech Center

Bruce R. Bendell, CPA, PFS

Sr. Wealth Advisor

Denver – Greenwood Village

Bryan Bielawski, CPA, CFA

Sr. Wealth Advisor

New York

Cameron Willcox, CFP®, EA

Wealth Advisor

Boulder, Denver, Denver – Tech Center

Carin Roman, CFP^®

Wealth Advisor

Schaumburg

Carol Ann Casebolt, CFP®

Wealth Advisor

Woodland Hills

Chandler Ferguson, CFP®, CIMA®

Sr. Wealth Advisor

Dallas – Park Cities

Chris Paolantonio, CFA®

Wealth Advisor

Indian Wells, San Diego – Sorrento Valley

Chris Young, CFP®, CPWA®, AEP®

Sr. Wealth Advisor

Dallas – Park Cities

Christina Hung, CFP®

Wealth Advisor

Newport Beach

Christopher Blakely, CFP®, CTFA

Wealth Advisor

Radnor

Christopher Currin, CFP®, ChSNC®

Sr. Wealth Strategist

Dallas – Park Cities

Christopher S. Murphy, CFP®

Wealth Advisor

Boulder

Chuck Breuch, CFP®

Sr. Wealth Advisor

Boulder

CJ Smith, CFP®, CDFA®

Wealth Advisor

Scottsdale, Albuquerque, Tucson

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Meet our Advisory Team

Search results for:

Brett Landstrom, MBA, CFP®, ChFC®, CLU®, RICP®

Brian Jellig, CFP®

Brian Norris

Brian Samson

Brian Smyth

Brittany Rice, CFP^®

Bruce R. Bendell, CPA, PFS

Bryan Bielawski, CPA, CFA

Cameron Willcox, CFP®, EA

Carin Roman, CFP^®

Carol Ann Casebolt, CFP®

Chandler Ferguson, CFP®, CIMA®

Chris Paolantonio, CFA®

Chris Young, CFP®, CPWA®, AEP®

Christina Hung, CFP®

Christopher Blakely, CFP®, CTFA

Christopher Currin, CFP®, ChSNC®

Christopher S. Murphy, CFP®

Chuck Breuch, CFP®

CJ Smith, CFP®, CDFA®

Ready to get started?

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