Broker Check
 

Branch Staff

Business Development

Michael Hope

Michael Hope, MBA

Director of Business Development

303.842.4071

Onboarding Support

Julie  Gaffney

Julie Gaffney

Chief Financial Officer / Registration Specialist

303.393.2326

Transitions

Marketing

Amy  Mueller

Amy Mueller

Director of Marketing / Graphic Designer

720.328.7662

Brittney  Pickthall

Brittney Pickthall

Marketing Specialist / Associate Graphic Designer

720.221.5399

Ali  Day

Ali Day

Marketing Specialist / Branch Event Coordinator

720.279.7284

ParaPlanning / Research

Heather Palumbo

Heather Palumbo, CFS®

ParaPlanner / Director of Portfolio & Investment Research

303.393.2341

Retirement Plan Assistance

Stephanie Stano

Stephanie Stano, AIF®

Managing Director & Accredited Investment Fiduciary

303.564.8985

Michael W. Jolie

Michael W. Jolie, AIF®

Managing Director & Accredited Investment Fiduciary

303.393.2346