Associates

 
  • James Reese, CFP®, CLU

    James Reese, CFP®, CLU

    Founding Managing Partner

  • Mark Neely,  CFP®, ChFC, CLU, MBA

    Mark Neely, CFP®, ChFC, CLU, MBA

    Executive Vice President – Rocky Mountain Branch, Regional President – West Region

  • Mary Sue Kenny

    Mary Sue Kenny

    Founding Associate

  • Paul Rold

    Paul Rold

    Assistant Branch Manager, Western Region

  • Javier Tafoya, MBA

    Javier Tafoya, MBA

    Founding Member

  • Crystal Jaramillo

    Crystal Jaramillo

    Lead Manager- Branch Controls

  • Tyler J. Graeve

    Tyler J. Graeve

    Founding Associate