Denver - South Colorado Blvd
Proudly Serving Colorado
Denver - South Colorado Blvd
2000 S Colorado Blvd
Annex Building- Suite 300
Denver, CO 80222


Your Denver Team
Ian Barclay
CPA, PFS
Senior Wealth Advisor
Billy Blase
MBA, ChFC®
Senior Wealth Advisor
Alex Hock
JD, CFA®
Senior Wealth Advisor
Craig Jones
JD, MBA
Senior Wealth Advisor
Kevion Latham
CFP®
Senior Wealth Advisor
Kittye Tilford
CFP®, MBA
Wealth Advisor
Marvin Davies
Associate Wealth Advisor
Dominic Dina
CFP®
Associate Wealth Advisor
Carmone Duncan-Copeland
FPQP®
Associate Wealth Advisor
Laura Greb
Client Service Associate
Estelle Gonzalez
Client Service Associate
Sarah Soptic
Client Service Associate
Enjoy some of our latest resources.
May 20, 2025
Is It Time for Investors to Rethink Global Diversification?
In light of evolving tariff policies, market commentators are questioning whether a large international presence is becoming more of a challenge than an asset for U.S. companies. In this video, Focus Partners’ Jason Blackwell discusses how shifts in global trade and domestic production could be reshaping investment trends.
Watch the videoMay 19, 2025
How a Financial Advisor Can Help During Market Volatility
Reading headlines about huge swings in the financial markets can be stressful for even the most seasoned investors. It’s natural to feel uneasy watching portfolio values fluctuate, but moments like these also present opportunities. In our view, volatility can become a tool rather than a threat.
Read the articleMay 13, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides an update on market performance and analyzes the Federal Reserve’s recent decision to hold rates steady.
Listen to the podcast