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Our Team

Our financial professionals are active members of their communities, dedicated to helping individuals and businesses build the financial futures they envision. Through education, experience, and professional affiliations, our financial professionals' have built a practical approach to offering financial services and strategies to their clients. Each maintains a strong sense of community and a solid professional foundation.

Find A Financial Professional

  • Aaron C. Haynes
  • Alexander "Alex" Duncan
  • Andrew Ladrow
  • Andrew C. Epperson
  • Autumn Davidson
  • Benjamin Lingren
  • Benjamin Renke
  • Benjamin Kalisher
  • Brady Christensen
  • Brandon O. Patrick, AIF, RICP, CPFA
  • Brian Lynch, CPA
  • Brian P. Stouder
  • Cameron Leavitt
  • Carolyn W. Parsons, CFP®
  • Chrystina Smith
  • Corey Mable
  • Damien Salerno
  • Daniel Murdock,  CFP®, ChFC®, CLU®
  • Daniel F. Megnin
  • Darren Klinefelter
  • David N. Jones
  • Donald "Don" N. Pacheco, Jr. ChFC, CLU
  • Elizabeth Fuselier, ChFC, CLU
  • Eric Woltkamp
  • Erik T. Pearson
  • Evan Whitington
  • Evan Hoehne
  • Francis Semsem
  • Gordon Sandeman
  • Grant Lentz
  • Gregory Call
  • Hannah Moore
  • Houghton Gifford, Jr.
  • Ian A. Cook
  • Jackson Hays
  • Jacob Jones
  • Jake Nelson
  • James "Jim" Reese, CFP®, CLU®
  • James Tate, CLU
  • Jamie Winger, MBA
  • Jared L. Henderson, CFP®
  • Jesse Bollinger
  • John Heddens, CFP®, CHFC, CLU
  • John Iverson
  • Jonathan "Jon" Wardenburg, MBA
  • Jonathan E. Hume
  • Jonathon Whitson
  • Jordan Smith
  • Joseph Kostelecky
  • Joseph "Joey" Yurglich
  • Joseph M. Nielson
  • Joshua Ames
  • Justin Washington
  • Karl D. Fisher, CFP®, ChFC, RICP, MBA
  • Kelly G. Daniel, CFP®, CHFC, CLU
  • Kevin G. Reilly, ChFC, MBA
  • Kevin M. Ferm, RICP
  • Kiran Nair
  • Kyle Christensen, ChFC, CLU
  • Logan Van Wyk
  • Lukas Gately
  • Marc D. Drew, ChFC® , AIF® 
  • Mario Villarroel Rojas
  • Mark H. Hansen, ChFC, CLU
  • Mary Sue Kenny
  • Mathieu Niehues
  • Matthew Brymer, CFP®, CPA, ChFC®
  • Matthew Adams
  • Matthew Campbell. CFP ®
  • Max Shaffer
  • Megan Alexander
  • Michael Hill
  • Michael Wolfe, ChFC, CLU
  • Mike R. Harding
  • Miles O'Neill
  • Nicholas Camarella, CRPC
  • Nicholas Sages
  • Noah Brown
  • Oscar Hernandez
  • Philip M. Hyatt, ChFC
  • Ralph Shinn, CPA/PFS, CFP®
  • Robert H. Redwine, ChFC, CLU
  • Rock Mirich
  • Roy R. Shadbolt
  • Ryan Thrasher
  • Steele Croswhite, RFC®
  • Thomas Joseph Hey, ChFC, CLU
  • Todd Ganton
  • Traci Foth
  • W. Blair Spencer
  • Willson Venrick
  • Zachary Smith
  • Zakary Flitter-Bilello

Our Branch Leader

Matthew Brymer

Matthew Brymer, CFP®, CPA, ChFC®

Executive Vice President of Rocky Mountain Branch, CERTIFIED FINANCIAL PLANNER™ Professional

303-892-5700

matthew.brymer@equitable.com

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Our Vice Presidents

Brian Lynch

Brian Lynch, CPA

Vice President of Rocky Mountain Branch, Financial Advisor

303-892-5700

Joseph

Joseph "Joey" Yurglich

Vice President of Rocky Mountain Branch, Financial Advisor

303-892-5700

Marc Drew, ChFC® , AIF®

Marc D. Drew, ChFC® , AIF® 

Vice President of Rocky Mountain Branch, Financial Advisor

(801) 733-2468

Max Shaffer

Max Shaffer

Vice President of Rocky Mountain Branch, Financial Advisor

970-224-2800

Our Financial Professionals

Aaron C. Haynes

Aaron C. Haynes

Financial Advisor at Front Range Financial Partners

719-636-3934

Alexander

Alexander "Alex" Duncan

Financial Advisor

303-892-5700

Andrew Ladrow

Andrew Ladrow

Financial Advisor at Front Range Finanacial Partners

719-636-3934

Andrew C. Epperson

Financial Advisor

801-733-2412

Autumn Davidson

Autumn Davidson

Financial Professional

303-892-5700

Benjamin Lingren

Benjamin Lingren

Financial Advisor

303-892-5700

Benjamin Renke

Benjamin Renke

Financial Professional

(720) 892-5140

Benjamin Kalisher

Benjamin Kalisher

Financial Advisor

303-892-5700

Brady Christensen

Brady Christensen

Financial Advisor

801-733-2419

Brandon O. Patrick

Brandon O. Patrick, AIF, RICP, CPFA

Managing Partner at B&P Retirement Solution

801-303-5700

Brian Lynch

Brian Lynch, CPA

Vice President of Rocky Mountain Branch, Financial Advisor

303-892-5700

Brian P. Stouder

Brian P. Stouder

Financial Advisor, Retirement Planning Specialist

720-946-4331

Cameron Leavitt

Cameron Leavitt

Financial Advisors

801-979-3148

Carolyn W. Parsons

Carolyn W. Parsons, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional, Financial Advisor

303-305-5414

Chrystina Smith

Chrystina Smith

Financial Advisor

303-892-5700

Corey Mable

Corey Mable

Financial Advisor at Clergy Planning Group

303-305-5430

Damien Salerno

Damien Salerno

Financial Advisor

970-690-4772

Daniel Murdock

Daniel Murdock,  CFP®, ChFC®, CLU®

CERTIFIED FINANCIAL PLANNER™ Professional, at Murdock Financial

801-733-2416

Daniel F. Megnin

Financial Advisor

(303) 378-9490

Darren Klinefelter

Darren Klinefelter

Financial Consultant

720-687-2792

David N. Jones

Financial Advisor

970-207-1962

Donald "Don" N. Pacheco, Jr. ChFC, CLU

Financial Consultant

303-936-4519

Elizabeth Fuselier, ChFC, CLU

Financial Advisor

303-466-1654

Eric Woltkamp

Eric Woltkamp

Financial Advisor

801-733-2488

Erik T. Pearson

Erik T. Pearson

Financial Advisor at B&P Retirement Solutions

801-303-5700

Evan Whitington

Evan Whitington

Financial Professional

303-892-5700

Evan Hoehne

Evan Hoehne

Financial Consultant

303-892-5700

Francis Semsem

Francis Semsem

Financial Consultant

720-724-2165

Gordon Sandeman

Gordon Sandeman

Financial Advisor

720-946-4414

Grant Lentz

Grant Lentz

Financial Advisor

303-892-5700

Gregory Call

Gregory Call

Financial Consultant Retirement Planning Specialist

208-321-7001

Hannah Moore

Hannah Moore

Financial Advisor

Houghton Gifford, Jr.

Houghton Gifford, Jr.

Financial Advisor

208-991-9028

Ian A. Cook

Ian A. Cook

Regional Vice President at Clergy Planning Group

303-305-5441

Jackson Hays

Jackson Hays

Financial Professional

303-892-5700

Jacob Jones

Jacob Jones

Financial Advisor

720-955-4349

Jake Nelson

Jake Nelson

Financial Advisor

801-733-2421

James Reese

James "Jim" Reese, CFP®, CLU®

CERTIFIED FINANCIAL PLANNER™ Professional, Financial Consultant

(303) 305-5486

James Tate, CLU

Financial Professional

307-856-9088

Jamie Winger

Jamie Winger, MBA

Financial Advisor

303-305-5425

Jared L. Henderson, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional, Financial Advisor at Henderson Financial

801-673-7271

Jesse Bollinger

Jesse Bollinger

Financial Advisor

801-733-2458

John Heddens

John Heddens, CFP®, CHFC, CLU

CERTIFIED FINANCIAL PLANNER™ Professional, Retirement Planning Specialist at Front Range Financial Partners

970-224-2800

John Iverson

John Iverson

Financial Advisor

720-574-2468

Jonathan

Jonathan "Jon" Wardenburg, MBA

Financial Advisor at Summit Wealth Group

801-942-9917

Jonathan E. Hume

Jonathan E. Hume

Financial Consultant

720-946-4392

Jonathon Whitson

Jonathon Whitson

Financial Advisor

303-305-5416

Jordan Smith

Jordan Smith

Financial Advisor

801-942-9917

Joseph Kostelecky

Financial Advisor

303-892-5700

Joseph

Joseph "Joey" Yurglich

Vice President of Rocky Mountain Branch, Financial Advisor

303-892-5700

Joseph M. Nielson

Joseph M. Nielson

Associate at Murdock Financial

801-733-2408

Joshua Ames

Joshua Ames

Financial Advisor

801-942-9917

Justin Washington

Justin Washington

Financial Professional

(303) 892-5700

Karl D. Fisher

Karl D. Fisher, CFP®, ChFC, RICP, MBA

CERTIFIED FINANCIAL PLANNER™ Professional, Retirement Planning Specialist at A.P. Lubrano & Company, INC.

720-287-4370

Kelly G. Daniel

Kelly G. Daniel, CFP®, CHFC, CLU

CERTIFIED FINANCIAL PLANNER™ Professional, Financial Consultant

970-227-3110

Kevin G. Reilly

Kevin G. Reilly, ChFC, MBA

Financial Advisor

720-946-4333

Kevin M. Ferm

Kevin M. Ferm, RICP

Retirement Planning Specialist, Financial Advisor at 345 Wealth Management, LLC

303-892-5700

Kiran Nair

Financial Advisor

303-892-5700

Kyle Christensen

Kyle Christensen, ChFC, CLU

Financial Advisor

801-733-2474

Logan Van Wyk

Logan Van Wyk

Financial Advisor

303-892-5700

Lukas Gately

Lukas Gately

Financial Professional

303-892-5700

Marc Drew, ChFC® , AIF®

Marc D. Drew, ChFC® , AIF® 

Vice President of Rocky Mountain Branch, Financial Advisor

(801) 733-2468

Mario Villarroel Rojas

Financial Advisor

303-892-5700

Mark H. Hansen, ChFC, CLU

Financial Advisor

307-235-6631

Mary Sue Kenny

Mary Sue Kenny

Financial Advisor Retirement Planning Specialist at OPUS DEI Services

303-892-5700

Matthew Brymer

Matthew Brymer, CFP®, CPA, ChFC®

Executive Vice President of Rocky Mountain Branch, CERTIFIED FINANCIAL PLANNER™ Professional

303-892-5700

Matthew Adams

Matthew Adams

Financial Professional

303-892-5700

Matthew Campbell

Matthew Campbell. CFP ®

CERTIFIED FINANCIAL PLANNER™ Professional, Financial Consultant at Clergy Planning Group

719-636-3934

Max Shaffer

Max Shaffer

Vice President of Rocky Mountain Branch, Financial Advisor

970-224-2800

Megan Alexander

Megan Alexander

Financial Advisor

719-310-2716

Michael Wolfe

Michael Wolfe, ChFC, CLU

Financial Advisor

719-636-3934

Mike R. Harding

Mike R. Harding

Financial Professional at Paramount Advisors Group

310-231-7719

Miles O'Neill

Miles O'Neill

Financial Advisor

303-892-5700

Nicholas Camarella, CRPC

Nicholas Camarella, CRPC

Financial Consultant

303-892-5700

Nicholas Sages

Financial Advisor

(720) 574-0667

Noah Brown

Noah Brown

Wealth Manager at Clergy Planning Group

720-724-2150

Oscar Hernandez

Oscar Hernandez

Financial Advisor

(817)347-4089

(970)520-1518

Philip M. Hyatt

Philip M. Hyatt, ChFC

Retirement Planning Specialist at Oak Financial Partners

720-946-4343

Ralph Shinn

Ralph Shinn, CPA/PFS, CFP®

Trusted Advisor, CERTIFIED FINANCIAL PLANNERTM Professional

970-206-1435

Robert H. Redwine

Robert H. Redwine, ChFC, CLU

Financial Professional at Redwine Financial

719-542-1881

Rock Mirich

Rock Mirich

Financial Advisor

307-630-2297

Roy R. Shadbolt

Financial Professional

801-589-4725

Ryan Thrasher

Ryan Thrasher

Financial Advisor

385-315-2776

Steele Croswhite

Steele Croswhite, RFC®

Financial Advisor

801-733-2462

Thomas Joseph Hey

Thomas Joseph Hey, ChFC, CLU

Financial Consultant

720-946-4344

Todd Ganton

Todd Ganton

Financial Advisor

Traci Foth

Traci Foth

Managing Partner, Financial Advisor at Clergy Planning Group

970-776-1371

W. Blair Spencer

W. Blair Spencer

Financial Consultant at Front Range Financial Partners

303-829-5700

Willson Venrick

Willson Venrick

Financial Advisor

303-892-5700

Zachary Smith

Zachary Smith

Financial Advisor

303-892-5700

Zakary Flitter-Bilello

Financial Advisor