Our advisors

Andrew Inman

CEPA®

Financial Advisor

Managing Partner
Learn more about Andrew Inman Visit Andrew Inman's website

Chris Young

CFP®, CEPA®, BFA

Private Wealth Advisor

Managing Partner
Learn more about Chris Young Visit Chris Young's website

Bob Book

AIF®

Financial Advisor

Managing Partner
Learn more about Bob Book Visit Bob Book's website

Christopher Van Stavern

CMFA®

Financial Advisor

Managing Partner
Learn more about Christopher Van Stavern Visit Christopher Van Stavern's website

Timothy Mason

CFP®, ChFC®, CLU®

Financial Advisor

Managing Partner
Learn more about Timothy Mason Visit Timothy Mason's website

Kristen Christensen

CRPC

Financial Advisor

Learn more about Kristen Christensen Visit Kristen Christensen's website

Travis Crowell

AIF®

Financial Advisor

Learn more about Travis Crowell


Our team

Sarah Heinen

Sarah Heinen

Program Manager,

Operations Director

Personal Intro

  • B.S. in Marketing, Kansas State University
  • Dog Mama to Hosmer
  • Love spending time with my family, listening to true crimepodcasts, playing in the mountains with my pup & traveling as much aspossible

Roles & Responsibilities

  • Plan & execute client events
  • Identify community outreach opportunities
  • Manage marketing efforts
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Nikki Herman

Nikki Herman

Program Manager,

Financial Planning Specialist

Personal Intro

  • CFO/COO for defense, technology companies for 22 years
  • Colorado Native, family and extended family of 20+ living and working in Colorado
  • Enjoys fly fishing, cooking and spending time with family and friends

Roles & Responsibilities

  • Financial Planning Specialist
  • Client Engagement
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Vanessa Martinez

Vanessa Martinez

Client Service Associate,

Client Service Manager

Personal Intro

  • Married to Tony with two children, Janessa and Roman
  • Born and raised in San Antonio, TX
  • I love watching and reading true crime stories. I also love spending time with my family

Roles & Responsibilities

  • Participates in client meetings
  • Processes business
  • Available for client questions
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Riley Rodriguez

Riley Rodriguez

Client Service Associate,

Client Service Specialist

Personal Intro

  • B.S. Business Administration, Management Emphasis, at UCCS
  • Movie buff
  • Love to binge watch television series, travel, experience new things, and hike

Roles & Responsibilities

  • Maintain healthy client relations
  • Servicing client requests
  • Scheduling and preparation for client meetings
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Christina Fallin

Christina Fallin

Registered Client Service Associate

Personal Intro

  • Married to Patrick
  • Two grown children, Michele & Gabriel
  • “KoKo” to grandchildren Noah & Sophia
  • I enjoy sitting on my porch playing with my dogs and hanging out with family and also going to Gruene with friends to listen to live music

Roles & Responsibilities

  • Appointment scheduling & preparation
  • Processing business
  • Being available for client calls & emails
  • Placing trades if necessary
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Jessica Ontiveros

Jessica Ontiveros

Client Service Associate

Personal Intro

  • Mom to four children, Gaby, Jackie, Isaiah and Olivia
  • Jojo to two grandsons, Sirach and Simeon
  • My free time is spent with the grandbabies, hiking and enjoying the outdoors, crafting and painting

Roles & Responsibilities

  • Scheduling, preparation and participation in client meetings
  • Processing business
  • Being available for client calls, emails and questions
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