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
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.
July 21, 2025
Two-Minute Market Focus
Two big pieces of digital asset legislation─the Genius Act and Clarity Act─have either just been signed into law or are pending. What impact could they have on the economy and your investments? In this episode, Focus Partners’ Todd Jones shares how these bills could affect cryptocurrencies. He also provides an update on market performance and recession indicators.
Listen to the podcastJuly 21, 2025
Quarterly Outlook: Uncertain Trade Policy Weighs on Growth
Despite signs of resilience, the U.S. economy continues to face headwinds as uncertainty around trade policy weighs on growth. Our Quarterly Outlook explores what’s ahead for markets and the economy for the remainder of 2025.
Read the articleJuly 15, 2025
Quarterly Investment Commentary: July 2025
After a shaky start to the second quarter—fueled by tariffs, weak consumer confidence, and volatility—markets ended notably higher. The quarter reinforced a familiar theme: political shocks make for good headlines but rarely shift market direction over the long run.
Read the article