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Schwab
Fidelity
Black Diamond Portal
(720) 962-6700
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About Us
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Our Team
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Estate Planning
Insurance Design
Asset Protection
Articles
News & Events
Newsletter
Events
Podcast
Alternative Investments
Fly of the Month
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Meet the Team
Greg Wambolt CFP®, CLU®, ChFC®
Founder, Owner, Senior Wealth Management Advisor
Cindy Alvarez
Owner, Senior Wealth Management Advisor
Scott Kirkpatrick
Controller
Regina Franz
Director of Operations
Janelle van Meel
Senior Wealth Management Advisor
Eleni Yeros CFP®
Wealth Management Advisor
Shaun Cavanagh CFP® CIMA®
Wealth Management Advisor
Scott Brooks CFP®
Wealth Management Advisor
Brady Jones CPFA®
Wealth Management Planner
Will Michener
Wealth Management Planner
Tyler Hentges
Trader
Kerri Madison
Operations Associate
Kurt Gallup
Trader
Evan Coats
Tax Analyst
Brianna Harris
Administrative Assistant
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