Associates

 
  • James Reese, CFP®, CLU

    Founding Managing Partner

  • Mary Sue Kenny

    Founding Associate

  • Paul Rold

    Assistant Branch Manager, Western Region

  • Javier Tafoya, MBA, CPFA®

    Founding Member

  • Crystal Jaramillo

    Lead Manager- Branch Controls

  • Tyler J. Graeve

    Founding Associate

  • Christopher Reese

    Englewood, CO