Patricia Gallagher is a financial advisor with WMK Investment Partners in Denver, CO, holding Series 65 and Series 63 licenses and three years of industry experience. Her prior roles include positions at Rockshore Wealth Partners, True West LLC, and Fidelity Investments. WMK Investment Partners provides investment advisory and family-office style services primarily to high-net-worth individuals, families, small businesses, trusts, and estates. The firm’s investment process emphasizes strategic asset allocation across multiple asset classes with quarterly reviews and discretionary rebalancing aligned to client risk profiles.

Kevin Alpert is a financial advisor at WMK Investment Partners with one year of industry experience. He holds Series 65, Series 63, and Series 66 licenses. Prior to joining WMK, he worked at Rockshore Wealth Partners for one year, Amynta Group for three years, and GM Financial for ten years. WMK Investment Partners provides advisory and family-office style services primarily to high-net-worth individuals, families, small businesses, trusts, and estates. The firm focuses on strategic asset allocation across various investment vehicles with quarterly reviews and discretionary rebalancing aligned with client risk profiles.

William Knowles is a CFA® charterholder with six years of industry experience, currently serving at WMK Investment Partners in Denver, CO. His prior work includes positions at WMKI Group LLC and BMGI. Outside of his advisory role, he is the Chief Operating Officer of a privately held company investing primarily in automotive retail dealerships. WMK Investment Partners provides family-office style investment advisory services to high-net-worth individuals, families, small businesses, trusts, and estates. The firm focuses on strategic asset allocation and discretionary portfolio management, offering consolidated reporting and outsourced family office capabilities through a membership with Family Office Resource Group.

Michael Rochman is an advisor at WMK Investment Partners with Series 63 and Series 65 credentials. He has no prior industry experience but has been a principal and investment committee member at Volta Energy Technologies, a venture capital firm, since 2019. WMK Investment Partners provides investment advisory and family-office style services primarily to high-net-worth individuals, families, small businesses, trusts, and estates. The firm focuses on strategic asset allocation across various investment vehicles and offers discretionary portfolio management along with outsourced family office capabilities through a partnership with Family Office Resource Group.