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Our Team

Michael Jolie CPFA®, AIF®

Principal
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Alexis Brown CPFA®, AIF®

Client Relationship Manager
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Geoff Keller CPWA®, CIMA®

Wealth Consultant
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Robin Sanchez

Managing Partner - Retirement Plan Advisor
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Our Office Address

Greenwood Village
5251 DTC Parkway
Suite 1045
Greenwood Village, CO 80111

Contact Info

P: 303-393-2346

 

Get in Touch

Securities and Advisory Services offered through LPL Financial. A Registered Investment Advisor. Member FINRA & SIPC. All entities mentioned are not affiliated with LPL.

LPL Financial Form CRS

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

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