Our advisors

David Solomon

David Solomon

Private Wealth Advisor

Franchise Owner
Learn more about David Solomon Visit David Solomon's website
Richard Plant

Richard Plant

Private Wealth Advisor

Franchise Owner
Learn more about Richard Plant Visit Richard Plant's website
Sean Eldred

Sean Eldred

Financial Advisor

Chief Investment Officer of Centennial Wealth Management
Learn more about Sean Eldred Visit Sean Eldred's website
John Fremont-Smith

John Fremont-Smith

Financial Advisor

Business Development Director
Learn more about John Fremont-Smith Visit John Fremont-Smith's website
Sean Stephenson

Sean Stephenson

Financial Advisor

Learn more about Sean Stephenson Visit Sean Stephenson's website
Alan Ray

Alan Ray

Financial Advisor

Learn more about Alan Ray Visit Alan Ray's website
James Kerasiotes

James Kerasiotes

Financial Advisor

Client Service Manager
Learn more about James Kerasiotes Visit James Kerasiotes's website
Donald W Perkins

Donald W Perkins

Financial Advisor

Learn more about Donald W Perkins Visit Donald W Perkins's website

Our team

Nicole Weslow

Nicole Weslow

Practice Manager

Personal Intro

I have been with this team since 2015, and have enjoyed the opportunity to grow in my role and learn new skills. In my free time, you will find me curled up with a good book, playing with my pups, volunteering in my local church, or exploring the outdoors (especially on a cool Fall day!) I am also currently studying to become a licensed advisor with our team, and look forward to using those skills to help others!

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Macie Lyons

Macie Lyons

Client Relationship Manager

Personal Intro

I am a caring, kind, and driven person. I love helping others and spending time with my friends and family. I enjoy traveling to new places and the beach. I also enjoy attending concerts and watching football. My goal is to excel in my career by developing my professional skills and contributing value to the practice.

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Colleen Willis

Colleen Willis

Client Relationship Manager

Personal Intro

In my free time, I enjoy being in the outdoors and finding new places to hike in the Maryland/DC area. I also like traveling, spending time with family and friends, and reading. My goal is to use my previous experience in assisting customers to help the company continue to successfully service its clients.

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Brianna Lance

Brianna Lance

Client Service Coordinator

Personal Intro

I love to learn. Learning new skills and continually growing is a passion of mine. When I am not learning, I enjoy spending time with my friends, family, and dog. I also like reading and the outdoors, so in my free time you may find me in the library or at a park. I’m excited to join the team and develop new skills to help others.

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Samantha Barry

Samantha Barry

Administrative Assistant

Becky Mikels

Becky Mikels

Client Service Coordinator

Personal Intro

I love to spend time with family and friends. I moved to Colorado with my husband, Blaise, in 2016 when his job transferred to Denver. Since then, we had our son, Isaac, and we adopted a dog named Nairobi! I love that technology allows me to still work for this company while living so far away!

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