Denver, CO
Our Offices Denver, CO Contact US 1741 N High St.Denver, CO 80218 (720) 420-4874 X-twitter Instagram Facebook-f Linkedin-in Areas of Expertise Comprehensive estate, retirement, and insurance planning Airline Pilot Services Retirement plan consulting Investment management Business succession Let’s Talk "*" indicates required fields Name* First Last PhoneEmail* OrganizationSubjectYour MessageEmailThis field is for validation purposes and […]
Shawn Wallace
Shawn is Managing Director and heads the pilot services at Robertson Stephens Denver office. Prior to Robertson Stephens, Shawn was Managing Director at Ratio Wealth Group. Shawn has been a dedicated planning agent for over seven years, focusing on the comprehensive insurance and investment needs of affluent clients throughout the country. He offers expertise in […]
Jack Seavall
Jack is an Analyst at Robertson Stephens Denver office. He has a passion for helping people and working hard. And he enjoys employing this passion to help clients reach their financial goals. He is a firm believer that in life, everyone needs a little guidance, direction, and help. Prior to Robertson Stephens, Jack was a […]
Derek J. Scarth
Derek is a Managing Director and Principal at the Robertson Stephens Denver office. Derek wants individuals and families to know that he and his team take tremendous pride in providing confidence and harmony around estate and financial objectives. He understands that assets are only valuable as part of a prearranged mosaic and is truly dedicated […]
Jen Padgett
Jen is a Vice President at Robertson Stephens Denver Office. Jen brings over a decade of experience driving productive collaboration between both internal and external stakeholders across multiple industries. As [title], she loves tackling complex situations and making them easier for all parties involved to navigate. It is important to her that clients feel like they […]
Becky Neils, CFP®
Becky is a Vice President at Robertson Stephens Denver office. Everything she does is meant to help clients understand their overall financial picture and help them toward their goals. She wants to get to know the clients and understand what is important to them. Prior to Robertson Stephens, Becky was a Senior Financial Planner at […]
Nancy Kimball
Nancy is an Associate at Robertson Stephens’ Denver office. She thrives on ensuring the Denver team is prepared for all its client’s needs in and out of the office. Before Robertson Stephens, Nancy was an Executive Assistant at Ratio Wealth Group. She has a long career in advertising sales, where she worked for Blair Television […]
Graham C. Gerlach, CFP®, AEP®
Graham is a Managing Director and Principal at the Robertson Stephens Denver office. He works with high-net-worth and ultra-high-net-worth individuals and families to implement customized multi-generational wealth solutions. Graham is also a Co-Founder and Chief Revenue Officer of Inclined Technologies, a SaaS software company focused on driving better long-term outcomes for whole life policyholders. Graham […]
Josh Freedman, CFA®
Josh is a Managing Director at Robertson Stephens Denver office. After more than 30 years in the finance industry, he has seen many different investment strategies employed by multiple firms. He believes that the holistic approach, investment philosophy, and the services our team provides are the best way to ensure clients’ financial well-being and peace […]