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Bo P
CFP®, CFA®, Series 66
Avon, CO
Orographic Financial Advisors
Bo Pihl III is a CFP® and CFA®-credentialed financial advisor with 23 years of industry experience. He has worked at Orographic Financial Advisors since 2022 and previously spent 20 years at Neidiger, Tucker, Bruner, Inc. Orographic Financial Advisors provides wealth management and financial planning services for individual and institutional clients, including high-net-worth individuals, foundations, and retirement plans. The firm applies an investment approach based on Modern Portfolio Theory and combines fundamental, technical, cyclical, and macroeconomic analysis while tailoring portfolios to client risk tolerance and time horizon.
Lesley S
CFP®, Series 63, Series 65
Avon, CO
Orographic Financial Advisors
Lesley Shiffrin is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Orographic Financial Advisors since 2022. Prior to this, she worked for 24 years at Neidiger, Tucker, Bruner, Inc. Orographic Financial Advisors provides wealth management and financial planning for individual and institutional clients, including high-net-worth individuals, foundations, and charitable organizations. The firm employs an investment approach based on Modern Portfolio Theory and integrates fundamental, technical, cyclical, and macroeconomic analysis to tailor portfolios to client risk tolerance and time horizon.
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