Senior Vice President - Investment Officer
Kevin and his team use an integrated approach to wealth management evaluating and coordinating each investor’s needs and financial goals (Financial Strategy), helping clients to manage their assets and executing strategies designed to achieve specific goals (Investment Planning) and supporting efficient wealth transfer across generations.
His consultative practice is devoted to helping clients achieve their most important goals. He places strong emphasis on communication, meeting with his clients quarterly to ensure he’s aware of any changes and developing logical next steps to keep their finances on track.
His background includes politics, finance, and community service. He spent five years as a Legislative Assistant to a senior U.S. Congressman, followed by five years in Federal Relations for the City of Boston. He has been a Financial Advisor with E.F. Hutton, and Merrill Lynch before joining Wells Fargo Advisors in Boulder.
Kevin values philanthropy and has served on the boards of The Community Foundation Serving Boulder County, Attention Homes, and the Colorado Chautauqua Association. He’s been active with his church as a trustee, treasurer, and Sunday school teacher.
He and his wife raised two wonderful children in Boulder, where he enjoys martial arts, motorcycle rides, writing and public speaking.
Elliot D. Forsyth
As a financial advisor with the CERTIFIED FINANCIAL PLANNER™ marks, I have a consistent approach to investing which incorporates multi-disciplinary planning. While working with my clients, I believe I need to truly understand your passions, intentions and objectives. With the clarity of these in mind, I begin to build a strategy that will work toward accomplishing your life goals through a simple step-by-step process. I work with individuals and families to develop a plan to build, manage, preserve and transition your wealth.
At the University of Colorado – Boulder, I studied engineering and Psychology, graduating in 2005. While pursuing my degree, I became involved in the finances and management of the food and wine industry. I successfully led the $14.5 million organization to help open multiple locations. This extensive background in business finance and client relations helps me sculpt meaningful relationships as a Financial Advisor. I’ve been in the financial industry since 2013.
In addition to helping my clients, I am committed to involvement in the community. I sit as the Chair of the board for Cultivate, the Boulder Community Foundation Investment committee and am involved with the Boulder Economic Council. You can also find me helping with Attention Homes.
On a good weekend, you will find me fly-fishing, golfing or hiking with my wife and Doberman Pinscher.
Senior Registered Client Associate
Laura has been helping clients realize financial success in their lives. She enjoys engaging people and they not only become clients, but also close personal friends. Laura ensures that our clients receive the best possible service and works diligently to ensure that all client service-related issues are handled promptly and efficiently. She is a commissioned Notary Public.
Outside of work, she fills her time volunteering with various non-profits and staying incredibly active. She enjoys running, mountain biking, and hiking in the beautiful Colorado mountains when she isn’t spending time with her husband and two adult children.