Trusted Professional Network
Professional advice shouldn’t happen in a vacuum. Here is my trusted network of professionals that can help you in every facet of your financial and personal life.
Financial Planning
Daniel Yerger, MY Wealth Planners®
MY Wealth Planners® serves the Longmont area’s accomplished professionals with comprehensive fee-only financial planning.
Ryan Cook & Jim Peters, Triumph Capital Management
At Triumph Capital Management Louisville, we believe thoughtful financial planning is about more than numbers, it’s about helping you live the life you’ve envisioned. We take time to understand your unique goals and values, then create personalized strategies to help protect, grow, and transition your wealth with confidence.
Annie Garland, WealthClarity
I'm a CERTIFIED FINANCIAL PLANNER® who helps successful women and couples navigate retirement planning, major life transitions, and financial complexity with confidence, clarity, and a plan built around what matters most.
Haley Gray, Stellarix
Haley and her team work with individuals and families to simplify complex financial decisions and build intentional, long-term wealth through comprehensive financial planning
Wayne Granger, Edward Jones
Wayne is a Certified Exit Planning Advisor® whose experience in business operations and finance, budgeting, strategic management and change leadership has given him decades of experience upon which to draw creative solutions to a variety of challenges.
Banking & Lending
Lisa Hamilton, High Country Bank
High Country Bank has been serving Colorado individuals and businesses since 1886 by providing tailored banking solutions such as deposits, loans and financial guidance while reinvesting in the growth of the communities it serves.
Shelby Hammond, Elevations Credit Union
Shelby brings 19 years of banking experience and firsthand ownership insight to help business owners access the tools and guidance they need to thrive.
Marketing DirectorAamyie Chownyk, Key Bank
Creative and strategic in equal measure, our marketing director brings fresh ideas to every campaign. They turn insights into action and help our message resonate with the right audience.
Sarah Reams, Elevations Credit Union
With an emphasis on education throughout the loan process, Sarah loves answering members’ questions and helping members find the best loan solutions for their financial goals — whether that’s purchasing a first home, adding a vacation home, or refinancing an existing property.
Tax & Accounting
Mikki Obreja, Councilor
Mihaela “Mikki” Obreja is a Partner and the Director of Professional Services at Councilor, where she brings more than 20 years of tax and accounting expertise working with public accounting firms, private companies, and not-for-profit organizations throughout the country and internationally.
CPAAttorneys
Janette Jordan, Conscious Family Law
I help individuals and families navigate divorce and parenting transitions through mediation, collaboration, and legal guidance to help minimize conflict and create sustainable outcomes for families.
Insurance
Kirk Fronckiewicz, The KRF Agency
Specializes in providing comprehensive personal and commercial insurance solutions.
Syd Roe, Roe Insurance
Independent insurance agency helping Colorado businesses find that perfect balance between cost and coverage.
Coaches & Consultants
Jeni Arbuckle, Business Coach
Jeni is a certified coach who works with high-integrity leaders and professionals to regain confidence, eliminate patterns of financial and professional self-sabotage, and (re)discover their full potential at work and in life.
Rachel McNeill, Envisioned Path Coaching
Rachel is a CDC Certified Divorce Coach® and Co-Parent Coach providing holistic, individualized support for women and families navigating divorce and co-parenting, helping them to build the capacity, clarity, and confidence needed to move forward focused on the future they're creating, not what they're moving beyond.
