Our team

Rick Wilkins, Mark Wilkins, Jared Lamb, Kim Baird and Taylor Morgenstern complete our team of investment professionals. Together, our group has over 60 combined years of experience, and approximately $350 million of client assets under management.

Rick Wilkins, AWM

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

303-595-1171
303-595-1155

Rick has over 35 years’ experience advising families and businesses on financial matters. His career began in 1981 at A.G. Edwards & Sons. He moved his practice to RBC Wealth Management in 1995. In 2005 he received the designation of Accredited Wealth Manager from the Estate and Wealth Strategies Institute through Michigan State University. Today, the Wilkins Investment Group consists of 5 team members and advises clients with combined assets of over $330 million held at RBC Wealth Management. Rick earned his bachelor’s degree in accounting and business administration from Fort Lewis College in Durango, Colorado.

In his spare time Rick likes to ski, golf, and travel with his wife Nancy to their home in Baja Sur, Mexico. He has volunteered on various community boards as well as Young Life Littleton. Young Life is a Christian ministry founded in 1941 that reaches out to middle school, high, school, and college aged kids in all 50 of the United States as well as more than 90 countries around the world

Mark Wilkins, PPC

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

303-595-1154
303-595-1155

Mark has been working with clients to achieve their financial goals for over eleven years.  He brings to the team expertise in developing investment strategies and wealth management planning for individuals, families, and small businesses.  Mark also has extensive experience advising businesses and their employees in 401(k) and other employer-sponsored retirement plan matters.  He started his career with Brentwood Asset Advisors, a boutique advisory firm in greater Los Angeles and has been with RBC Wealth Management since 2009.  

Mark received a degree in history from Pepperdine University and enjoys the ocean, mountains, music, and spending time with his wife and son.  Mark and his wife served the homeless and needy in Los Angeles for two years before moving to Denver, where they now volunteer at Park Church and in their local community. 

Jared Lamb, CFP®, MBA

Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

303-595-1183
303-595-1155

Jared provides expertise in research and analysis, as well as a robust knowledge of wealth management planning and strategies. Having met the rigorous educational, testing and ethical standards, he earned the CERTIFIED FINANCIAL PLANNER™ certification, which he completed at Northwestern University. CFP® professionals are dedicated to the highest level of service and unwavering ethical standards and have proven, in-depth knowledge in a multitude of wealth advisory topics, including investment and risk management, estate and tax planning, wealth transfer strategies and employee benefits. 

After receiving a degree in finance and history from Colorado State University, where he played on the Rams football team, Jared went on to earn his MBA in international business from Daniels College of Business at the University of Denver. He began his career in the healthcare sector of the finance industry, which gives him a unique perspective on market trends and other investing concerns. In his spare time, Jared likes to participate in many outdoor activities, including golf and hunting, and he especially enjoys spending time with his wife, Calli, and their three children. The Lambs are involved with the Denver Rescue Mission and After the Game, and support various community organizations in their local community and the Denver area.

View here to learn more about working with a CFP.

Taylor Morgenstern

Senior Registered Client Associate

303-595-1175
303-595-1155

Taylor joined RBC Wealth Management in May of 2015. She began working in our operations department with the goal of attaining a position that would enable her deal directly with clients. In February of 2017, she joined the Wilkins Investment Team, and soon acquired her Series 7 and Series 66 licenses. A graduate of Metropolitan State University of Denver, Taylor majored in Exercise Science with a minor in Nutrition. While she continues to enjoy health and exercise, she has found a very rewarding career in the Finance Industry.
 

Kimberly Baird

Senior Registered Client Associate

303-595-1187

Kim began her career in financial services in 1992 in Annapolis, MD with Merrill Lynch. She transferred to Colorado in 2007 and remained with Merrill Lynch until 2017. She holds a B.A. in Business Administration from Marymount University.

In her spare time, Kim enjoys hiking, walking, and spending time with her dog and family. Kim volunteers in local schools and supports many causes such as the Alzheimer’s Association and the Denver Dumb Friends League.

The Wilkins Investment Group

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.
advisor

Senior Vice President, Director of Portfolio Advisory Group

advisor

Wealth Strategist

advisor

Trust Consultant

advisor

Divisional Retirement Consultant

advisor

Retirement Plans Senior Consultant

advisor

Director, Private Wealth Strategies

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