Gene T. West

Senior Vice President - Financial Advisor, Consulting Group


Gene has more than 30 years of experience helping clients meet their financial goals. After graduating with a Bachelor of Arts degree in business and accounting from Western State University, he entered the business world as a certified public accountant. Moving from CPA to financial advisor in 1986 was a natural transition for Gene. His solid fiscal experience and insight allow him to work with clients on their financial objectives and tailor a plan that works for each individual's needs. Gene was awarded the 2009 Community Association Institute Educator of the Year award and continues to volunteer his time to teach financial classes to association managers throughout the country.


Gene was recently selected to be a member of the RBC Wealth Management Consulting Group, an exclusive company designation reserved for financial advisors who have achieved a high level of success in building consultative wealth management businesses. To qualify for the Group, Gene has demonstrated a commitment to helping clients build portfolios and accomplish other wealth management goals by offering personalized wealth management advice and customized solutions.

Nicole Bailey

Financial Advisor


Nicole brings a broad background in community management in the Atlanta and Denver areas to her role in wealth management. She actively volunteers with the Rocky Mountain Chapter of Community Associations Institute. Her comprehensive approach to planning includes incorporating client values into thoughtful strategies and dynamic solutions offering both flexibility and stability. She earned a bachelor’s degree from Georgia State University and has passed the Series 7 and 66 securities exams. Outside of work, she enjoys time with her family and friends, traveling, hiking, biking, camping and snowboarding.

Cindy McAdam

Senior Investment Associate


Cindy began her career in the financial services industry at AG Edwards in 2006. She later transitioned to Merrill Lynch before joining RBC Wealth Management in 2013. Cindy’s primary focus is to act as a liaison between our clients and the advisors. By providing a high level of customer service in a timely manner, she gives all clients personalized attention and communication regarding their accounts. Cindy has passed the Series 7, 9, 10 and 66 securities exams.