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 06, 2025
Investment Lessons from Recent Market Volatility
April brought many twists and turns for markets. In this video, Focus Partners’ Kevin Grogan breaks down a whirlwind month, including what led to the market swings and some key lessons for investors.
Watch the videoApril 30, 2025
Market Perspectives: Q1 2025
What factors influenced the markets in the first quarter of 2025 and how could these developments impact investors?
Read the articleApril 29, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides the latest updates on market performance and shares his thoughts on European stocks. He also explores the initial signs of how tariffs may be impacting the broader market.
Listen to the podcast