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Victoria T

Series 65

Denver, CO

Focus Partners Wealth, LLC

Victoria Trosset is a financial advisor at Focus Partners Wealth, LLC based in Denver, CO, holding a Series 65 designation with five years of industry experience. Her prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and SC&H Financial Advisors, Inc. She also has academic experience from Loyola University. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Tess B

Series 65

Denver, CO

Focus Partners Wealth, LLC

Tess Bosley is a financial advisor at Focus Partners Wealth, LLC in Denver, CO, holding a Series 65 credential with two years of industry experience. Her prior roles include positions at The Colony Group, LLC and Buckingham Strategic Wealth, LLC, as well as experience outside finance with organizations such as Spot on the Dock and BV's Grill. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies with specialized tools and access to private and registered pooled vehicles.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Joshua C

CFP®, Series 65

Denver, CO

Focus Partners Wealth, LLC

Joshua Chebul is a CFP® and Series 65-licensed financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC and Holistiplan, LLC before joining Focus Partners. Chebul is based in Denver, CO. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, multiple portfolio management tools, and access to private and registered pooled vehicles.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Aaron G

CFP®, Series 66

Denver, CO

Focus Partners Wealth, LLC

Aaron Grey is a CFP®-designated financial advisor with over 21 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and Denver Money Manager, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Julia C

Series 66

Denver, CO

Focus Partners Wealth, LLC

Julia Curry is a financial advisor with Focus Partners Wealth, LLC in Denver, Colorado. She holds a Series 66 designation and has three years of industry experience. Her prior roles include positions at CWM, LLC, Bloom Wealth Advisors, and LPL Financial, among others. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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John W

PFS™, Series 65

Denver, CO

Focus Partners Wealth, LLC

John Winterscheidt is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior work includes roles at The Colony Group, LLC, Buckingham Asset Management, LLC, Winterscheidt and Widegren, LLC, Winterscheidt & Autterson, LLP, and Win Wealth Management, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, family office and business management, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Ryan M

CFP®, Series 65

Denver, CO

Focus Partners Wealth, LLC

Ryan Mitchell is a CFP® professional at Focus Partners Wealth, LLC with 14 years of industry experience. His prior roles include seven years each at Buckingham Strategic Wealth, LLC and Win Wealth Management, Inc. Additionally, he worked in media relations at the University of Denver for 15 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management services. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Devin M

CFP®

Denver, CO

Focus Partners Wealth, LLC

Devin Mc Combs is a CFP® professional with two years of industry experience. He currently works at Focus Partners Wealth, LLC and previously worked at Traverse Planning. Before entering the financial advisory field, he spent time working in education at Virginia Tech and Midlothian High School. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Blake C

CFP®, Series 65

Denver, CO

Focus Partners Wealth, LLC

Blake Christensen is a CFP® and Series 65 credentialed advisor at Focus Partners Wealth, LLC with three years of industry experience. Prior to joining Focus Partners, he worked at Buckingham Strategic Wealth, LLC and KPMG, LLP, and spent time at Brigham Young University in both an academic and professional capacity. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Anthony C

Series 66

Denver, CO

Focus Partners Wealth, LLC

Anthony Cheang is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at several firms, including Buckingham Strategic Wealth and LPL Financial. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory, financial and tax planning services. The firm employs an investment approach that combines active and passive strategies, third-party separate account managers, and private funds within a long-term, tax- and fee-sensitive framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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