Wealth Management

Our Team

We build our team with a simple principle in mind. Find good people. And...we found them!

Each of our advisors embraces our mission and core values.

Matthew J. Kelley, CFP®, AIF®  BA - Fairfield University

David E. Bright, M.D  BA - Duke University, M.D. - University of Maryland

Maryan Jaross, AAMS®  BA - Skidmore College

Greg Johnson  BS - Western Michigan University

Colin M. Barber  BS - New York Institute of Technology

Interested in joining our team? Learn more about what it takes by clicking here.  

Do not hire a man who does your work for money, but him who does it for love of it.

Henry David Thoreau
(1817 - 1862)

Boulder Denver Fort Collins Colorado Springs Keystone Mountain Region Nationwide