OUR TEAM
ALEXANDER CAMERON
FOUNDING PARTNER, PRIVATE WEALTH ADVISOR
ROBERT DOUGLAS
FOUNDING PARTNER, PRIVATE WEALTH ADVISOR
Practicing in financial services since 2003, Rob provides comprehensive financial planning and investment management for individuals and business owners. Having spent…
REX EMERY
FOUNDING PARTNER, PRIVATE WEALTH ADVISOR
SUSAN BALDWIN
PARTNER, PRIVATE WEALTH ADVISOR
Practicing as a financial planner since 1994, Susan specializes in comprehensive financial planning for business owners and individuals, business succession planning and…
MELISSA WAGNER
PARTNER, PRIVATE WEALTH ADVISOR, DIRECTOR OF PLANNING & OPERATIONS
Practicing in financial services since 2005, Melissa delivers comprehensive financial planning and wealth management to…
ANDREW FELDMAN
PARTNER, PRIVATE WEALTH ADVISOR
GORDON BLOESER
PRIVATE WEALTH ADVISOR
Gordon has been in practice as a wealth advisor since 2010, but his experience in the financial and banking industry goes back to 1981. With more than 40 years of industry experience…
PEGGY CRAFT
RELATIONSHIP MANAGER OF
INSURANCE & ANNUITIES
Peggy was born and raised in Lebanon, Tennessee. She attended Belmont University in Nashville where she graduated with a BBA…
KRISTIN PRIOR
RELATIONSHIP MANAGER OF INVESTMENTS
Kristin was born and raised in Colorado. She attended the University of Wyoming and Metropolitan State University of Denver where she graduated with a BS in Biology…
KELLY LANG
COMMUNICATIONS & PROJECT SPECIALIST
Kelly was born and raised in Lakewood, Colorado. She attended Loyola Marymount University in Los Angeles where she graduated Magna Cum Laude with a BA in Screenwriting (2011)…