Meet the Team

A firm built around people, not just product categories.

The current website’s best trust signal is the team. This page leans into founder credibility, advisory depth, and support roles so visitors can see the human side of the firm quickly.

Featured Advisors

The people visitors should meet first.

These are the bios with the strongest positioning signals on the current site and should lead the trust story.

SC
Senior Private Wealth Manager

Shane Callahan, CFP®, AIF®

720-696-0265

Shane’s planning style is positioned around objective, client-centered guidance for individuals, families, and small business owners who want clear advice without unnecessary complexity.

JK
Senior Private Wealth Manager

Justin Kohnke, AIF®

720-927-3016

Justin is part of the senior advisory bench that helps translate strategy into ongoing client guidance and relationship support.

Full Team

Advisory, insurance, and operations support across the firm.

DJ
Senior Private Wealth Manager

Dylan Janzen

402-631-7617

TJ
Junior Private Wealth Manager

Trevor Jackson

303-868-7723

DD
Junior Private Wealth Manager

Donna Dodrill

303-641-6067

Conversation First

Meet the firm through a consultation, not a sales script.

The site should make it easy for prospective clients to move from trust to action without pressure-heavy language.