Get to know us

Financial advisors who understand your retirement planning needs.

 

Greenwood Village (Executive Team*)

 

 

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Dan Lempe*
President

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John DuPriest*
CEO

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Cory Davern*
Executive Vice President

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Bruce Larsen*
Chief Operations Officer

 

 

Dean Vernoia*
Chief Operating Officer

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Jason McBride
Senior Vice President

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Marylin Weaver
Vice President, CFP®

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Alexis Herman
Financial Advisor

 

 

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Greg Williams
Vice President

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John Avery
Senior Financial Consultant

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John Buckingham
Senior Wealth Manager

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Lorne Levy
Wealth Manager

 

 

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Taylor Leary
Wealth Manager

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Brandon Wann
Financial Advisor

 

 

Loveland

 

 

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Keith Weinman
Vice President

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Robert Farmer
Vice President

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Laura Allsup
Executive Coordinator

 

 

Operations

 

 

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Brad Dowell*
Chief Technology Officer

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Tony Campen*
Chief Compliance Officer

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Natalie Brush
Executive Coordinator

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Sherri Lempe
Executive Coordinator

 

 

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Judith Myers
Senior Financial Support Specialist

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Noreen Murphy
Financial Support Specialist

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Natasha Lempe
Client Associate

Zachy Trimble
Digital Communications, Marketing & IT