Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
Nate was born and raised in Colorado. He attended business school at Fort Lewis College in Durango where he majored in Marketing. Among many hobbies and interests, he enjoys spending time with his wife, two daughters, and two dogs, soaking in the Colorado lifestyle of the mountains - including hiking, skiing, and camping. He is passionate about Colorado sports and enjoys playing ice hockey and riding his dirt bike.
Originally from northern Virginia, Todd has spent most of his childhood and adult life in Colorado. He attended Metropolitan State College in Denver where he majored in Business Management. He enjoys spending time with his wife, daughter, son-in-law, two grandchildren and dog. Todd has a passion for college football, music, concerts and dogs and he also enjoys spending time outside fishing and camping.
Melissa was born and raised in Colorado. She attended business school at the University of New Mexico, in Albuquerque, where she double majored in Marketing and International Management. She enjoys spending time with her husband, daughter, and son. She is an avid animal lover and has a full brood of animals at home. Melissa loves Colorado and all the state has to offer, including all things sports and the Colorado teams.
Carrie grew up in Iowa, graduating from the University of Iowa with degrees in Journalism and Health Promotion. She has lived in Colorado for over 20 years, where her biggest passion is spending time with her husband and three kids. Carrie is an avid reader who loves being active: playing volleyball, skiing, running, among other activities. She currently serves on boards for Littleton Public Schools and local nonprofits.
Carrie has nearly 20 years of experience in luxury retail marketing.
She was the marketing director for a watch and jewelry business with locations in Greenwich, CT, Palm Beach, FL, and Aspen and Vail, CO.
Areas of experience include marketing strategy, media planning/buying, co-op advertising, e-mail, content development (print, social, web), public and media relations, and loyalty programming.
Prior to focusing primarily on retail marketing strategy and implementation, Carrie worked for a boutique agency specializing in customer experience events in the commercial real estate industry.
Originally from Meerut Uttar Pradesh, Shantanu currently resides in New Delhi. He enjoys traveling and exploring new places.
Shantanu holds a master’s degree in business administration in Marketing & Finance and a Bachelor of Commerce degree.
He has experience working in the banking industry and with a sales firm.
Shantanu works hard to provide support, build relationships, and create long-term efficiency for the practice through daily business operations.
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