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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

Annelise Eicholzer RICP®, CDFA®, CFP®

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

Jerry Kinzie CFP®

Private Wealth Service Advisor

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

Private Wealth Advisor

Nicholas Schreiber

Private Wealth Service Advisor

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

Wealth Management Advisor

Colton J. Duffy CFP®, WMCP®, RICP®

Private Wealth Advisor

Advisory Teams - Dallas/Fort Worth

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

Partner and Private Wealth Advisor

Will Murdock RICP®

Private Wealth Service Advisor

Beau Jacobson CPA

Partner and Private Wealth Advisor

Ivan Magalhaes

Private Wealth Service Advisor

Central Strategy Team

Frank P Ratini

Director of Business Strategy and Practice Management

Vy Tran

Leadership Support Specialist

Erin Long

Marketing Specialist

Elizabeth Rosenthal

Leadership Support Associate

Operations Team

Christopher Horvat CFP®, ChFC®

Director of Client Operations and Risk

Camilla Latimer

Insurance Operations Specialist

Tim Perkins

Investment Operations Specialist

Trent M. Jones

Planning Operations Specialist

Jayla Bosch

Operations Associate

Zoe Macdonald

Operations Associate

Troy Jackson

Operations Associate

Carter Dillon

Operations Associate