Zane Kuhbacher is a financial advisor at HP Wealth Management LLC in Laramie, WY, holding Series 63 and Series 65 licenses with two years of industry experience. He also works as a staff accountant at Highpoint CPAs, where he prepares individual, business, and nonprofit tax returns and provides accounting services. HP Wealth Management offers discretionary investment management and financial planning services to individuals, families, trusts, and institutions, using a strategic asset allocation process and proprietary quantitative models. The firm is notable for its affiliation with an accounting practice, providing integrated tax and accounting services through a separate entity.

Jason Roesler is a financial advisor at HP Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at HighPoint CPAs and CPA Group of Laramie, where he worked for over a decade. Outside of his advisory role, he is the owner and practicing accountant at High Point CPAs. HP Wealth Management provides discretionary investment management, retirement-plan advisory, and third-party manager services for institutional and fiduciary clients, as well as financial planning and legacy-position management. The firm’s investment approach combines strategic asset allocation with proprietary quantitative models and a mix of fundamental, technical, and value-oriented analysis, supported by its affiliation with an accounting and tax practice.

Matthew Amsberry is a CFA® charterholder with 12 years of industry experience. He is currently with HP Wealth Management LLC and HighPoint CPAs, where he serves as Chief Investment Officer and CPA. His prior experience includes roles at Advisers Investment Management, Inc., AMSBERRY & ASSOCIATES, PC, and the Archdiocese of Denver. HP Wealth Management provides discretionary investment management, retirement-plan advisory, and third-party manager services for institutional and individual clients. The firm integrates strategic asset allocation with quantitative and fundamental analysis and is affiliated with an accounting and tax practice, offering combined tax and investment advisory services.