Focus

Frank is committed to helping ensure that each client has an understandable investment plan tailored to their specific needs. Areas of emphasis include the long term creation and preservation of wealth, strategies for maintaining lifestyle in retirement and the funding of education for children and grandchildren.
 
Background and Experience

Frank grew up in the Chicago area and earned his master’s degree in economics from Western Illinois University, where he was a Frank Taussig Scholar.    

Frank, who has been in the financial services industry since 1979, has been named to the Barron’s magazine’s top 1,000 advisors list* in 2009, 2010, 2011, 2012, and 2013, and Barron’s top 1,200 advisors in 2015, 2017, 2018, 2019 and 2020*.  He also is a Wells Fargo Advisors Premier Advisor, a designation that is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years and professionalism. Additional criteria, including length of service, may also be used to determine recipients. As a Managing Director – Investment Officer of the firm, he continues to expand his knowledge and investment management capabilities through an ongoing series of courses in asset management, analysis, performance management, and related areas.

Away From the Office

Frank and his wife, Nancy, are active members of the Boulder community and have been board members and fund raisers for Attention Homes and Diamond Baseball. They, along with their two children, Courtney and Dan, enjoy the beautiful state of Colorado and all it has to offer.  Frank especially enjoys skiing, hiking, playing golf, and biking.

* The Barron’s Top 1,000 Advisors and the Top 1,200 State By State Advisors rantings are based on the previous years' assets under management, revenue generated for the advisors’ firm and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 
CA Insurance License#0C03584

Focus

By listening to and working with clients, Tom develops an investment plan that is unique to each individual. Tom’s areas of focus include helping to prepare clients for retirement and maintaining their retirement lifestyle.  He does this through planning, portfolio analysis, managing risk and maximizing income opportunities.

Background and Experience

Tom launched his career with a predecessor firm of Wells Fargo Advisors working on the municipal-bond desk, where he was involved in trading activities.

Tom became a financial advisor in 1997 and has built his career on a foundation of integrity, prudent capital-markets guidance, and a thorough attention to client needs.

He brings his investment talents to each of his clients while providing outstanding client communication and service. Tom earned a bachelor’s degree in finance from Colorado State University.

Tom grew up on his family’s cattle ranch in western Colorado. That experience taught him the value of hard work and an appreciation for working together with others.

Away From the Office

Tom spends his free time with his wife, Lisa, a Registered Nurse, and their four children, Kaylina, Libby, Matthew, and Caden. They like to stay active as a family, and enjoy time spent participating in the children’s various sporting activities. Tom is an avid mountain biker, fly fisherman, and skier.

CA Insurance License#0D90696

Focus

Dan has a deeply held conviction that people’s financial picture is about much more than their money – it’s about their entire life story.  He strives to understand that story.  

Background and Experience

Dan began his career as a Financial Advisor in 2007 with A.G Edwards, a predecessor firm of Wells Fargo Advisors in Boulder, CO. In 2021, Dan earned the Certified Financial Planner^® certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements.

For over a decade Dan has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs.

Dan’s passion for learning doesn’t end there. Growing up as a competitive Nordic skier, Dan enrolled at the University of Colorado, and skied for the team while earning a bachelor’s degree and a National Championship. Upon graduation, he earned his M.B.A from the University of Colorado as well as coached the Nordic ski team for 3 years. After graduate school, he remained in Boulder, and 15 years later still loves all the city has to offer.

Away From the Office

Dan spends his free time with his wife, Jana, a ski coach, their daughter Klara, and sons, Lexi and William. They like to stay active both physically and mentally, whether it’s skiing together or taking trips to see their extended families. Dan still enjoys competitive Nordic skiing, as well as biking, running, and generally being active.

CA Insurance License#0H70298

Brenda’s focus is to assist clients with their servicing needs.  Her creative nature allows her to make processes easier for the clients while adhering to policies and procedures.

Brenda began in the financial industry in December 1997 as a teller at AmeriFirst Bank in Miami. She holds her Series 7, series 63, series 65 registrations and Life and Annuities License. She holds a degree in Psychology.

Brenda moved from Miami to Colorado after 50 years of being a “Miamian.”  She used to teach music to children between the ages of 5 and 18.  She played in an all accordion symphonic orchestra for many years travelling throughout the United States for competition.  She has served as a volunteer for the American Cancer Society Relay for Life Event using her musical background to recruit bands to donate their talent for a good cause. She has three children that inspire her to always push forward.

CA Insurance License#4025904

Jim specializes in providing a high level of financial service to clients while ensuring that tasks get completed efficiently and effectively.

Jim began his career with Wells Fargo Bank in 2016 and joined Wells Fargo Advisors in 2018. He strives to accomplish his licensing goals while broadening his knowledge of financial advising and wealth management. Jim currently holds a Series 6 registration and Colorado Insurance license. Jim studied Environmental Science at the University of Colorado at Boulder. 

Jim lives life to the fullest in Boulder. As an outdoor enthusiast, he likes road biking, fly fishing, golfing and skiing. Jim grew up playing hockey and still gets to take slap shots playing on a local league. With an interest in cooking, Jim can be creative in the kitchen preparing homemade healthy food. Jim spends as much time as possible with his friends and family, simply enjoying living in the moment.

Rob focuses on providing fast and efficient service to clients, while doing so in a detail oriented manner. Essentially, he strives to do things right, and to do them right the first time.

Rob began his career in finance when he joined Wachovia/Wells Fargo in 2009, making the move from Wells Fargo Bank to Wells Fargo Advisors in 2020. He currently holds a Series 6, Series 7, Series 63, and Series 65, in addition to insurance licenses across various states. He also holds his BSBA in Finance.

Rob and his wife, Mot, moved from Connecticut to Colorado in 2015, and recently welcomed their first child - a daughter named Harper. Rob’s love of art led him to start an annual art auction with an ornithologist friend raising thousands of dollars to benefit various global avian conservationist efforts. When not hiking or skiing, he can be found with a good book in his hand. 

CA Insurance License#4102945