Skip to main content

Advisory Team

Executive Team

Scott Sparks CLU®, ChFC®, RICP®

Founder and CEO

Stephanie D Lindell

Chief Financial Officer

Carolyn Gust

Chief Marketing Officer

Advisory Teams - Denver

Gary Wing RICP®, ChFC®, CLU®, WMCP®

Partner and Private Wealth Advisor

Lynn E Emeott

Client Service Associate

Nate Colborn CFP®

Private Wealth Service Advisor

Ted Holmes CLU®, CFP®, RICP®, WMCP®, CAP®

Partner and Private Wealth Advisor

Drew Babb CFP®

Associate Private Wealth Advisor

Annelise Eicholzer RICP®, CDFA®

Private Wealth Service Advisor

Taven Sparks

Partner and Private Wealth Advisor

Marshall Morris CFP®

Private Wealth Service Advisor

Peter B Egan CFP®, CLU®, WMCP®

Private Wealth Advisor

Bryce Hefner CFP®

Associate Private Wealth Advisor

Jonathan A. Rains MBA, CIMA®, WMCP®

Private Wealth Advisor

Jerry Kinzie CFP®

Private Wealth Service Advisor

Matthew Haynes CFP®, CLU®, ChFC®, RICP®

Private Wealth Advisor

Nicholas Schreiber

Investment Operations Specialist

Ross C. Alisiani CFP®, ChFC®, RICP®, CLU®

Wealth Management Advisor

Colton J. Duffy CFP®, WMCP®, RICP®

Private Wealth Advisor

Liz Mott

Client Service Associate

Advisory Teams - Dallas/Fort Worth

Charles B. Prothro CFP®, AEP®, ChFC®, CLU®

Private Wealth Advisor

Will Murdock

Financial Advisor

Beau Jacobson CPA

Private Wealth Advisor

Ivan Magalhaes

Central Strategy Team

Frank P Ratini

Director of Business Strategy and Practice Management

Vy Tran

Leadership Support Specialist

Erin Long

Marketing Associate

Operations Team

Christopher Horvat CFP®, ChFC®

Operations Manager

Camilla Latimer

Insurance Operations Specialist

Tim Perkins

Investment Operations Specialist

Trent M. Jones

Planning Operations Specialist

Jayla Bosch

Operations Associate

Zoe Macdonald

Operations Associate