Andrew Krantz, CFP®

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

303-595-1126
Corben Gailey

Corben Gailey

Vice President - Financial Advisor

303-595-1148

Brandon Dill, AWM

Investment Associate

303-595-1132

Dominic Occhiuzzo

Client Associate

303-595-1124

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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

Wealth Management Consultant


advisor

Wealth Strategist


advisor

Wealth Strategist


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Wealth Management Banker


advisor

Trust Consultant


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Senior Vice President, Director of Portfolio Advisory Group


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Retirement Plan Consultant


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Director of Wealth Strategies