We Work Together

We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.

Profile

Jason Beccaris, JD
Principal
Diane Gabianelli, MBA
President and CFO
Michael Ma, ChFC, CFP®, MSFS
Principal
Brian OKeefe, MBA
President and CIO
C.J. Rendic, MBA
Chief Executive Officer
Jacob Schutt
Chief Technology Officer
Sangeetha Srinivasan, MBA, CFA
Chief Compliance Officer
Rick Ashburn, CFA, EA
Principal
Amy Barker, CFA, CFP®
Principal
Matthew Clements
Principal
William Clements, JD
Principal
Knud Gotterup
Principal
C. Lucas Hatch
Principal
Rob Henrich, CFA, CFP®
Principal
Robert Higgins
Principal
Corey Hyde, JD
Principal
Matthew Kennedy, MBA
Principal
Roy Kissin
Principal
Steve Kuriyama MSFS, CFP®
Principal
Victor Liao
Principal
Reed Minuth
Principal
Alyssa Morris, JD
Principal
Sandra Pierce, CPA, CFP®
Principal
Michael Stephens
Principal
Stacey Blalock
Operations Director
Christopher Broderick
Research and Trading Manager
Sergio Campos
Core Service Manager
Stephanie Cooper
Wealth Strategist
Joe Fukumoto
Manager
Julianne Jeffrey
Client Service Manager
Wendy Kim
Project Manager
Mary LaMar
Controller
Fritz Linkner, CFA
Wealth Advisor
Ann Lucchesi, CFP®, CEP
Wealth Advisor
Matt McGuire, CFP®
Wealth Advisor
Mary Meyer
Wealth Strategist
James Mills, Jr.
Wealth Advisor
Fred Molfino, CPWA®
Wealth Advisor
Ray Polin, JD, AIF®
Wealth Advisor
Joan Schriger
Firm Development Director
Jedd Segrist, JD, CFP®
Senior Wealth Planner
Elaina Serotte, CFP®, CDFA
Wealth Advisor
Roselyn Siino, CFP®
Wealth Planner
Jonathan Wittlin, CFP®
Wealth Planning Director
Sonny Alberto
Client Service Associate
Christina Anzel, JD, LLM
Wealth Strategist
Peggy Armbruster
Client Service Associate
Benjamin Britton
Alternative Investments Associate
John Broderick
Wealth Planning Associate
Melissa Cheong, FPQP™
Client Service Associate
Tito Conocido
Client Service Associate
Debbie Falzone
Client Service Associate
Linda Hirano
Office Manager
Gray Jaggers
Client Service Associate
Ankit Kundaria
Core Service Associate
Matthew Kuriyama
Wealth Strategist
Ivan Lancaster, JD
Wealth Strategist
Leo Linden
Core Service Associate
Olivia Phillips
Client Service Associate
Savanna Schneider
Office Manager
Spencer Terris
Wealth Strategist
Leslie Tietz
Office Manager
Sofia Yagudaeva
Client Service Associate
Chris Yaros
Client Service Associate

James Mills, Jr.

Wealth Advisor
The quirkiest thing about me?

Hmm, where do I even start? I have a 1985 VW Westfalia that gets regular use as our adventure wagon.

My hero?

My grandfather, Hal Writer. He opened his own independent investment firm in 1928 in Denver and was an entrepreneur his entire life.

Favorite sport to watch / participate in?

I love cycling of any kind.

Favorite part of my job?

I really love developing strategic financial plans that take stress out of the lives of the families with whom I work.

Most terrifying memory?

When I was 11, I was nearly crushed by a loaded barge when I fell off the dock where it was moored. Before hitting the water, I managed to grab the mooring line and pull myself up just before it slammed me into the dock. Never told my parents about that one.

About Jamey

  • Objective: Jamey's goal is to be part of a client-focused, independent wealth management firm that delivers comprehensive financial planning and wealth management solutions.
  • Snapshot: Jamey specializes in strategic financial planning for families and entrepreneurs with an emphasis on customized tax-efficient solutions; prior to wealth management, he was a senior level manager responsible for long-term strategic planning, product development, and product management in the technology and mobile voice and data services sectors.

Experience

  • Financial Advisor, Merrill Lynch, Denver, CO
  • Financial Advisor, First Financial Equity Corporation, Denver, CO

Education

  • University of Denver, BA, Economics

Affiliations & Boards

  • Member and Officer, Board of Directors & Chair, Development Committee, Rocky Mountain Multiple Sclerosis Center
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