Ben Valore-Caplan
Founder and Chief Executive Officer
Akasha Absher
Principal and President
Jim Brauer, CIMA®, CFP®
Director, Consulting
Phil Kirshman, CFA®, CFP®
Chief Investment Officer
Alex Haun, CFA®, CAIA®
Senior Analyst
Robin Meyer, CFA®
Senior Analyst
Ryan Stibich, CIPM®
Chief Compliance Officer and Operations Manager
Rheal Radwany
Associate Consultant
Anna Todorova
Project Specialist
Lisa Inhulsen
Administrative Manager
Reach Us
Do more. Do well. We’ll help.
3840 York St, Suite 100, Denver CO 80205
877-296-7110
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