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Alison Y

CFP®, Series 63, Series 66

Denver, CO

Destiny Capital Corporation

Alison Yoder is a CFP® with 23 years of industry experience, currently serving as an Investment Adviser Representative at Destiny Capital Corporation in Denver, CO. She has been with Destiny Capital and its affiliated securities firm since 2015. Outside of her advisory role, she holds a Colorado Notary commission and is a joint owner of a That 1 Painter franchise with her spouse. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, including a specialized practice for entrepreneurs. The firm employs a strategic asset allocation approach combined with tactical adjustments and integrates ESG analysis, while offering a broad range of services including portfolio management, financial planning, and tax preparation through an affiliated entity.

Business exit / sale strategy Charitable giving & philanthropy Tax strategies for small businesses Private / alternative investments Founder/Business Owner Executive
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Courtney K

CFP®, Series 65

Denver, CO

Destiny Capital Corporation

Courtney Kenning is a CFP® and holds a Series 65 license with eight years of industry experience. She is currently part of the eight-advisor team at Destiny Capital Corporation and has previously worked at Mariner Wealth Advisors and Callahan Advisors, LLC. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, including a focused practice for entrepreneurs. The firm combines strategic asset allocation with tactical adjustments and integrates ESG analysis into its investment process, managing approximately $382 million across multiple offices.

Business exit / sale strategy Charitable giving & philanthropy Tax strategies for small businesses Private / alternative investments Founder/Business Owner Executive
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Jarrod M

CFP®, Series 66

Denver, CO

Destiny Capital Corporation

Jarrod Musick is a CFP® professional with 15 years of experience, currently serving at Destiny Capital Corporation since 2011. He holds the Series 66 designation and is the majority owner of Destiny Holdings, the parent company of Destiny Capital Corporation, where he also serves as President and Secretary of the board. Outside of his advisory role, he is the author of *The Abundant Entrepreneur* and owns Victory Fit, a gym in Centennial, Colorado, where he oversees financial and business strategy. Destiny Capital serves individuals, high-net-worth clients, trusts, and estates, including a specialized practice for entrepreneurs. The firm manages approximately $382 million across 260 clients through an eight-advisor team and offers discretionary portfolio management, financial planning, consulting, and tax planning via an affiliated entity. Their investment approach combines strategic asset allocation with tactical adjustments, incorporating quantitative, fundamental, and ESG analyses.

Business exit / sale strategy Charitable giving & philanthropy Tax strategies for small businesses Private / alternative investments Founder/Business Owner Executive
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