Robert Lee is a financial advisor at Buck Wealth Strategies, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including AE Wealth Management and Madison Avenue Securities. Lee also serves as an insurance agent with E.A. Buck Insurance. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach using tactical asset allocation and sector rotation, primarily through equities, ETFs, and fixed income with discretionary rebalancing.

Richard Payne is a financial advisor with Buck Wealth Strategies, LLC in Denver, CO, holding a Series 66 license and seven years of industry experience. His prior experience includes seven years at Morgan Stanley. Outside of advising, he is involved in insurance sales through E.A. Buck Insurance. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach emphasizing tactical asset allocation and sector rotation, primarily using equities, ETFs, and fixed income.

Kevin Nitta is a financial advisor at Buck Wealth Strategies, LLC with one year of industry experience. He holds a Series 65 credential and has prior work history at Premier Business Services and E.A. Buck Accounting & Tax Services, where he serves as Tax Director. Buck Wealth Strategies provides discretionary investment management, financial planning, and retirement plan advisory services to individual and high-net-worth clients, trusts, and employer-sponsored plans. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and offers additional support through affiliations with AE Wealth Management and Achieve Retirement.

Katie Buck is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and over 21 years of industry experience. Her prior roles include positions at Madison Avenue Securities, AE Wealth Management, Parkland Securities, and Spc. She is also CEO of E.A. Buck Insurance DBA E.A. Buck Financial Services. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment process with tactical asset allocation and sector rotation, primarily using equities, ETFs, and fixed income.

Patterson McKinlay is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior experience includes roles at Global Retirement Partners, LPL Financial, and Smallwood Financial. He is involved in youth sports as a coach for the Colorado Rapids Youth Soccer Club. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and utilizes third-party financial-planning tools to customize client portfolios.

Joseph Manglona is a financial advisor at Buck Wealth Strategies, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Madison Avenue Securities. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm utilizes a top-down, macro-environmental investment approach focused on tactical asset allocation and sector rotation, primarily implementing strategies through equities, ETFs, and fixed income.

Ashley Wright is a financial advisor at Buck Wealth Strategies, LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at RBC Wealth Management, UBS Financial Services, and EQIS Capital Management. Wright is also employed with E.A. Buck Financial Services, providing investment advice and insurance services. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, primarily utilizing equities, ETFs, and fixed income.

Kyrie Greathouse is a financial advisor at Buck Wealth Strategies, LLC in Denver, Colorado, holding a Series 65 designation with three years of industry experience. Prior to joining Buck Wealth Strategies, Kyrie worked at Oxford Wealth Advisors, TownSquare Capital, and Portside Wealth Group. Additionally, Kyrie is involved with E.A. Buck Financial Services as a financial advisor and insurance agent. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach focused on tactical asset allocation and sector rotation, primarily utilizing equities, ETFs, and fixed income.

Jake Yong is a financial advisor at Buck Wealth Strategies, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services, Inc. Prior to joining Buck Wealth Strategies, he was affiliated with AE Wealth Management. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment process with tactical asset allocation, utilizing equities, ETFs, and fixed income with discretionary rebalancing.

Brandon Thurgood is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 65 designation and eight years of industry experience. His prior roles include positions at Oxford Wealth Advisors, Townsquare Capital, and Horter Investment Management. Outside of advisory work, he is involved with E.A. Buck Financial Services, offering fixed life and health products and fixed annuities. Buck Wealth Strategies serves individual and high-net-worth clients, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, utilizing equities, ETFs, and fixed income products.