Patricia Kaplan

Meaghan Brugge is a Series 65-licensed financial advisor with two years of experience. She is the sole advisor at Headwaters Financial Planning, LLC, located in Granby, Colorado. Prior to founding the firm, Brugge worked at Winter Park Resort for nine years. Headwaters Financial Planning, LLC serves a small client base of individuals, high-net-worth individuals, and business entities, offering discretionary asset management, hourly financial planning, and retirement-plan advisory services. The firm employs fundamental analysis and modern portfolio theory to build diversified portfolios tailored to client objectives and risk tolerances, and provides ERISA 3(21) services to workplace retirement plans.

Lance Steinke is a CFP® professional with 26 years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Bank of America and Merrill Lynch. Outside of financial advisory, he owns and manages a vacation rental property in Granby, Colorado. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, utilizing Wells Fargo’s research and planning tools to develop tailored recommendations.

Emily Trainor is a Series 66 licensed financial advisor with Edward Jones, based in Granby, CO, and has two years of industry experience. Prior to joining Edward Jones, she worked at Swift Communications, Grand County Government, Sky-Hi News, and Summit Daily News. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Ea Moulton is a financial advisor with Edward Jones in Granby, Colorado, holding a Series 66 designation and 11 years of industry experience. She previously worked at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Outside of her advisory role, she is an owner in a jewelry business started with her sister and operates an online Amazon store through an LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of household types and organizations. The firm offers various advisory programs and investment options, supported by a large nationwide network of financial advisors and branches.

Rebecca Glover is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.