Adam earned his bachelor's and master's degrees in accounting from the Daniels College of Business at the University of Denver, a CPA license from the State Board of Accountancy of Colorado (currently non-practicing), and the rigorous CERTIFIED FINANCIAL PLANNER^® certification. Most importantly, he has earned the trust of esteemed clients through years of dedication and commitment to fostering relationships and working to meet the unique financial goals of his clients.

Adam and his wife Dana have two sons, Tyler and Kyle, who are both attending college. When not spending time with his family, you will find him on the golf course in the summer and skiing in the winter.

CA Insurance License Number: 0L24998. Resident State CO

Mike earned his Master of Business Administration from Colorado State University and Bachelor of Business Administration in Finance from Kennesaw State University. He also holds the Chartered Retirement Planning Counselor (CRPC™) and Certified Exit Planning Advisor (CEPA®) designations, underscoring his commitment to thoughtful, comprehensive planning across retirement, investment strategy, and business transition needs. Mike brings more than a decade of experience across wealth management, financial advisory, and enterprise risk management, through prior roles at Charles Schwab, Edward Jones, and Empower.

Outside the office, Mike values time with his family. He and his wife, Emily, are raising their two sons, Barrett and Beckham, alongside their Golden Retriever, Aspen. When he’s not researching investment strategies or with family, Mike enjoys golfing, snowboarding, and reading.

CA Insurance License Number: 4552623. Resident State CO

Jennifer earned her bachelor’s degree in international affairs from the University of Colorado Boulder and Accredited Asset Management Specialist^℠ and Financial Paraplanner Qualified Professional^℠ designations from the College for Financial Planning. She has been in the financial services industry for over 20 years and has worked alongside Adam since 2014. She gained the trust of her peers and clients alike by maintaining a rigorous commitment to serving clients in a multitude of ways. Jennifer’s expansive industry knowledge and experience helped numerous clients facilitate their financial objectives and build a solid foundation of appreciation and trust.

Jennifer lives with her dog in Denver and enjoys traveling, reading, and going to local shows.

CA Insurance License Number: 0H53383. Resident State CO

Kayla has been in the financial industry and for over ten years, working alongside Adam for five of those years as a Registered Client Associate with Wells Fargo Advisors. Her first 5 years were spent on the banking side with Wells Fargo Bank. She has earned bachelor’s degrees in psychology and communications from the University of Colorado.

Kayla and her husband both grew up in Colorado and currently live in Lakewood with their two dogs and two cats. She enjoys reading, going on walks with her dogs, and golfing in the summer.