Our team

Rick Wilkins, Mark Wilkins, Jared Lamb, Kim Baird and Taylor Morgenstern complete our team of investment professionals. Together, our group has over 80 combined years of experience, and approximately $500 million of client assets under management.

Rick Wilkins, AWM

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

303-595-1171

Mark Wilkins, PPC

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

303-595-1154

Jared Lamb, CFP®, MBA

First 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

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 of Wealth Strategies


Let's start the conversation

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