Our Team

David Fontana is a seasoned financial planner who has been helping people with strategies for creating, preserving and transferring wealth since 1991. David is experienced in financial analysis, retirement planning, investment...

As Managing Partner of the firm, Grant Hartvigson dedicates his expertise to helping clients achieve financial independence. A veteran financial professional of over 20 years, he has amassed extensive experience working for the...

As her clients’ personal financial advocate, Kimberly focuses her expertise on growing and protecting their wealth. From managing portfolios to trading and researching investment strategies, she ensures client services are...

As our Front Desk Administrative Assistant, Lauren Prater is an integral part of the firm. In addition to ensuring the operational efficiency of the company, Lauren’s primary responsibilities include scheduling, database...

William Scherer is a research assistant and planner and has been meticulously servicing clients since 1995. Prior to that he worked at a major Denver bank's trust department, reviewing trust documents and preparing income tax returns....