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Contact Us
303-863-7112
Client Portal
Contact Us
303-863-7112
About Us
Our Story
Our Team
Community
Awards
Services
Retirement Planning
Investment Planning
Tax Planning
Estate Planning
Education Planning
Philanthropic Planning
Business Exit Strategy
Tools to Help
Buyout Barometer®
Recession Prep Scorecard
Retirement Shock Absorber
Retirement Tax Filter
Withdrawal Stress Test
Family Love Letter
Insights
Latest Insights
Videos
Become a Client
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Our Team
Meet Our Partners and Senior Leaders
Mark R. Brown, CFP®
Managing Partner
Justin Cassida, MBA, CFP®
Partner
Director of Client Services
Danielle Berz, CFP®
Partner
Sr Client Relationship Manager
Zach Swaffer, CFP®
Client Relationship Manager
Amy Schmitt
Executive Assistant to Mark R. Brown
Shannon Balmer
Director of Operations and Compliance
Ellewynn Tieszen
Director of First Impressions
Partners
Cathy Schwanebeck
Consultant
Shelley Arnholt
Consultant
Helen Rasoul
CPA, Consultant