Robb Stone is a financial advisor at Causey Wealth LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Causey Demgen Moore PC for 11 years before joining Causey Wealth in 2024. Causey Wealth LLC provides financial planning, investment advisory, trustee and fiduciary services, and litigation consulting to individuals, trusts, estates, and institutional clients. The firm manages approximately $393 million across about 185 clients, using a strategic asset-allocation approach guided by a customized Investment Policy Statement and an internal Investment Committee.

Stephen Warren is a financial advisor at Causey Wealth LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Causey Demgen & Moore PC for eight years. Causey Wealth LLC serves individuals, trusts, estates, foundations, corporations, and pension/profit-sharing plans by providing financial planning, investment advisory, trustee, fiduciary, and litigation consulting services. The firm uses a strategic asset-allocation approach guided by an internal Investment Committee and manages both discretionary and non-discretionary accounts for approximately 185 clients.

Timothy Itin is a CFA® charterholder associated with Causey Wealth LLC in Greenwood Village, CO. He has over a decade of experience in the financial industry, including twelve years at Northside Capital Management prior to joining Causey Wealth in 2025. Causey Wealth LLC provides financial planning, investment advisory, trust and trustee services, and litigation support to individuals, trusts, estates, foundations, corporations, and pension and profit-sharing plans. The firm serves both individual and high-net-worth clients, focusing on customized Investment Policy Statements and a strategic asset allocation approach that incorporates both liquid and semi-liquid investment vehicles.

Nathanael Koch is a financial advisor at Causey Wealth LLC in Greenwood Village, CO, with 22 years of industry experience. He holds Series 63 and 65 licenses and previously worked at Causey Demgen & Moore PC for 17 years before joining Causey Wealth in 2024. Causey Wealth LLC provides financial planning, investment advisory, trustee and fiduciary services, and litigation consulting to individuals, trusts, estates, foundations, corporations, and pension/profit-sharing plans. The firm manages approximately $393 million for about 185 clients and employs a strategic asset-allocation approach with a customized Investment Policy Statement tailored to each client.