Meet The Team

Where expertise meets heart
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Akasha Absher

Akasha Absher

Principal and President

Jim Brauer, CIMA®, CFP®

Jim Brauer, CIMA®, CFP®

Managing Director, Investor Relations

Eric Burton

Eric Burton

Associate Consultant

Eli Davidoff

Eli Davidoff

Research Associate

Jonalyn Denlinger

Jonalyn Denlinger

Director, Consulting

Lynsey Goldstein

Lynsey Goldstein

Associate Consultant

Jared Hobson, CFA

Jared Hobson, CFA

Senior Research Analyst

Lisa Inhulsen

Lisa Inhulsen

Administrative Manager

Matt Kukla

Matt Kukla

Senior Research Analyst

Dat Le

Dat Le

Associate Consultant

Jennifer Leonard, CFA

Jennifer Leonard, CFA

Chief Investment Officer

Rachel Martin

Rachel Martin

Associate Consultant

Robin Meyer, CFA

Robin Meyer, CFA

Senior Research Analyst

Tom Owens

Tom Owens

Vice President, Consultant

Anna Todorova

Anna Todorova

Chief of Staff

Ben Valore-Caplan

Ben Valore-Caplan

Founder and Chief Executive Officer

LeVar Williams

LeVar Williams

Consultant

Anna Wolford

Anna Wolford

Associate Consultant

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3840 York St, Suite 100, Denver CO 80205

877-296-7110

Memberships

Confluence Philanthropy Mission Investors Exchange Denver Metro Chamber of Commerce