Lee DeRose, AWM

Senior Vice President - Financial Advisor, Senior Consulting Group

303-595-1129
Email |

Brandon Dill, AWM

Investment Associate

303-595-1132

Michael Lindeman

Senior Registered Client Associate

303-595-1108

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Janet Engels

Senior Vice President, Director of Portfolio Advisory Group


Judi Rana

Wealth Management Consultant


Cyndy Ranzau

Wealth Strategist


Jordan Perschel

Wealth Management Banker


Aaron Gallardo

Trust Consultant


Matt Loftin

Wealth Strategist