Mark Wilkins, PPC

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

303-595-1154

Jared Lamb, CFP®, MBA

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

303-595-1183

Taylor Morgenstern

Senior Registered Client Associate

303-595-1175

Kimberly Baird

Senior Registered Client Associate

303-595-1187

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

Retirement Plan Consultant


advisor

Director of Wealth Strategies


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