Denver, ColoradoDenver, ColoradoSan Antonio, Texas Monday–Friday 7:30AM–3:30PM(MST) 855–822–3708 Monday–Friday 8:00AM–5:00PM(CST) 855–822–3708
Toll Free Number: 855–822–3708
Advisor Portal

Our Staff

First Class Support to our Advisors & Clients

Advisor Support

Casey Eitler

Operations Manager

Kyle Davis

Financial Analyst

Taryn Rast

Investment Advisory Operations Specialist

Miriam Schafer

Investment Advisory Operations Specialist

Kristina Ortiz

Contracting Specialist

Shahroz Noorani

Programming Specialist

Jon Huston

Creative Director

Chris Tovar

Securities Attorney

Executive Team

David Shields

Chief Executive Officer

Bill Gastl

Chief Operations Officer

Jason Moore

Compliance Consultant

Interested in speaking to one of our advisors?

Get in touch with an advisor in your area

The fact sheets you are looking for are currently unavailable. If you have any questions, please contact our Operations Team at 1-855-822-3708.