Partnered Specialists
Not only do I have the support of my Bank of Colorado Investment Services team; I also have support from Raymond James and professionals designated in their specific areas. Partnering with Raymond James as our Broker Dealer allows us the opportunity to tap into an entire suite of products and services, including working with professional money managers through our asset management team.
Experts in annuities and insurance policies through Raymond James Insurance Group (a wholly owned subsidiary of Raymond James), Trust specialists at Raymond James Trust, NA, as well as high-quality research and marketing opportunities.
We have a Private Wealth Management group that works closely with us and our clients to provide robust capabilities and customized strategies in a broad range of specialties- Estate and Charitable Solutions, Lending and Cash Management, and Intergenerational Wealth Strategies.
Liz Lindsay-Ochoa J.D., LL.M., CPWA®
Private Wealth Planning Strategist
Tiffany Marshall
Trust Consultant, VP, CTGA
Josh Reider, JD, CFP®
Private Wealth Consultant
Adam Nibert, CFP®
Private Wealth Consultant
Martin Auger
Regional Insurance Planning Specialist
