Meet The Team

Where expertise meets heart
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Ben Valore-Caplan

Ben Valore-Caplan

Founder and Chief Executive Officer

Akasha Absher

Akasha Absher

Principal and President

Jim Brauer, CIMA®, CFP®

Jim Brauer, CIMA®, CFP®

Director, Consulting

Phil Kirshman, CFA®, CFP®

Phil Kirshman, CFA®, CFP®

Chief Investment Officer

Alex Haun, CFA®, CAIA®

Alex Haun, CFA®, CAIA®

Senior Analyst

Robin Meyer, CFA®

Robin Meyer, CFA®

Senior Analyst

Ryan Stibich, CIPM®

Ryan Stibich, CIPM®

Chief Compliance Officer and Operations Manager

Rheal Radwany

Rheal Radwany

Associate Consultant

Anna Todorova

Anna Todorova

Project Specialist

Lisa Inhulsen

Lisa Inhulsen

Administrative Manager

Reach Us

Do more. Do well. We’ll help.

3840 York St, Suite 100, Denver CO 80205

877-296-7110

Memberships

Confluence Philanthropy Mission Investors Exchange Denver Metro Chamber of Commerce