OUR Denver Based Team

As the focal point of our private wealth management relationship with you, we are organized to serve every need and situation that arises for you.  Our staff of experienced wealth managers, financial planning and client relationship managers, administration, operations and marketing professionals is united behind a single goal:  To help you preserve your wealth with financially advised wealth strategies, thereby securing long-term financial independence and security. 

brown-and-tedstrom-team-members

team members

Founding Partners

Client Relationship Managers

Financial Planning Assistants

Business Development, Marketing & Communications

Administrative & Operational Support Professionals