The Presidential Team

Dean Vernoia
Chief Operating Officer
Cory Davern
Senior Executive Vice President
Bruce Larsen
Director of Enterprise Solutions
Dan Lempe
FINOP
Michael Sakraida
Director of Business Development
Jason McBride
Senior Vice President
Marilyn Weaver
Vice President, PhD, CFP®
John Avery
Senior Wealth Manager
Greg WIlliams
Vice President
Alexis Herman
Senior Financial Advisor
John Buckingham
Vice President
Lorne Levy
Senior Wealth Manager
Taylor Leary
Wealth Advisor, CFP®
Brandon Wann
Financial Advisor
Kevne Sharpe
Senior Financial Advisor, CFP®

Loveland Office

Keith Weinman
Vice President
Robert Farmer
Vice President, PhD
Laura Alsup
Executive Coordinator

Operations and Support

Brad Dowell
Chief Technology Officer
Tony Campen
Chief Compliance Officer
Natalie Brush
Executive Coordinator
Judith Meyers
Senior Financial Support Specialist
Noreen Murphy
Senior Financial Support Speciialist
Natasha Lempe
Client Associate
Sherri Lempe
Executive Coordinator
Katie Parker
Associate Financial Advisor
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