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OUR TEAM

James Reese

James Reese, CFP®, CLU

Founding Managing Partner, CEO

Christopher Reese

Christopher Reese

Founding Member / COO

Mary Sue Kenny

Mary Sue Kenny

Founding Associate, Retirement Planning Specialist

Grant Lentz

Grant Lentz

Financial Advisor

Logan VanWyk

Logan VanWyk

Financial Advisor

Colorado

Colorado

5613 DTC Parkway, Suite 600

Greenwood Village, CO 80111


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Texas

Texas

8000 I-10, Suite 750

San Antionio, TX 78230


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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.