Phone: 303.740.8600

Who We Serve



Mon–Thur, 8:30 am–5:00 pm
Fri, 8:30 am–3:00 pm

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Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

Explore Our Services

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Lone Tree

Our commitment to excellence and strong ethical values makes us the best choice for achieving your unique goals. Plus, our Lone Tree office is supported by the national CAPTRUST network for top tier advice. Diversify your investments, manage complex accounts, or establish your portfolio with the help of a trusted financial advisor.

Our Team

Beth Cornell

Senior Vice President,
Financial Advisor

Elisabeth L. Jacobson

Senior Vice President,
Financial Advisor

Susan Lubeck

Senior Specialist / Financial Planning

Ryan Oravetz

Financial Advisor | Relationship Manager

Peter Vander Ploeg

Vice President,
Financial Advisor

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We consider everything that touches our clients’ financial lives—this includes risk management, tax minimization, retirement preparation, and legacy planning, in addition to investment portfolios. Together, we navigate the financial implications of life changes and market events, allowing our clients to enjoy a sense of control and bringing them peace of mind.
Karen Salvatore


Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.