While Controller Scott Kirkpatrick is a Wambolt & Associates team member clients rarely see, his leadership of continuous process improvement enables wealth management advisors/planners, and traders to focus intently on delivering positive outcomes for clients. Scott is dedicated to enhancing the firm’s financial, administrative, and compliance arenas and ensuring operations run proficiently. With more than 20...

A former starting lineman for the Colorado State University Rams, Scott Brooks values a winning game plan. Whether charting the financial plays for clients in the wealth management field or seeing the open routes to help his Wambolt & Associates teammates succeed, Scott optimizes opportunities to excel. As his Wealth Management Advisor role continues to...

As a sergeant in the U.S. Marine Corps Reserves, Brady Jones has learned the value of teamwork. As a wealth management planner at Wambolt & Associates, Brady appreciates being part of a collaborative team of specialists who go the extra mile for their clients. “If you’re a Wambolt client, you can leverage the experience of...

Wambolt & Associates Tax Analyst Evan Coats finds true satisfaction in uncovering opportunities for clients to improve their tax situations. Whether working with small businesses, corporate entities or individuals, Evan has a keen ability to understand their tax picture and identify strategies specific to the client.  “My main focus is to understand the complexities of...

With round-the-clock access to reports from financial prognosticators, podcasters, and Wall Street pundits, it takes a discerning eye to identify advantageous investments. Enter Chartered Financial Analyst Jared Hobson, newly hired by Wambolt & Associates as the firm’s Senior Portfolio Manager. “In this day and age, the amount of information generated about the economy and securities...

Coaches of winning teams understand that success is not only defined by a strong track record, but also by sustaining a culture that promotes collaboration and innovation. To become a champion in any field, teams need a leader who embraces the evolution of the game and creates a roster ready for the challenge. As coach...

When she wanted to pursue a career opportunity with a firm that offered a client-driven approach to wealth management, Janelle van Meel did what she does best – she researched the market and found a perfect match – Wambolt & Associates. After reading about the firm and learning that its advisors help clients design customized...

For Eleni Yeros, wealth management advising is anything but transactional. It’s all about relationships, education, problem solving and collaboration. “I love creating a financial blueprint that brings something fresh to a client’s eyes,” she said.Eleni has been inspired to help clients reach their financial goals since beginning her Wambolt & Associates career as an intern in...

Every good business, like every good baseball team, has an exceptional utility infielder who covers all the bases and is a go-to for the team. Meet Wambolt’s Director of Operations Regina Franz. Whether training the administrative and junior associates teams, counseling a client, or assisting a wealth management advisor, Regina is a reliable team player in the...

By Will Michener & Bob Newkirk “Know what you own, and know why you own it.”– Peter Lynch Markets have been unsettled for over a year. Inflation persists. Economic uncertainty remains. Federal budget deficits climb and may drive future tax increases. Stock and bond values have fallen simultaneously, a rarity. (See The 2022 Bear Market:...