Blue Heron Capital

Joel Cavaliere is a CFP® with five years of industry experience, currently serving as an advisor at Blue Heron Capital. He previously worked at Brookstone Capital Management and has held various roles at Colorado State University and Jefferson County Public Schools. Outside of his advisory role, he is also an insurance agent for life and health products through Blue Heron Capital’s affiliated insurance agency. Blue Heron Capital, operating as BHC Wealth Management, provides discretionary investment management, financial planning, and consulting to individuals, families, high-net-worth clients, and trusts. The firm employs an active, asset-allocation focused process tailored to client objectives and risk profiles, utilizing model managers and third-party platforms, and operates its own wrap fee program.

Linda Gardner is a financial advisor at Blue Heron Capital with 15 years of industry experience. She holds a Series 65 designation and has worked at Blue Heron Capital since 2003, with a 13-year tenure at Brookstone Capital Management in between. Gardner is also a co-owner and insurance agent for life and health insurance through Blue Heron Capital's affiliated insurance agency. Blue Heron Capital, operating as BHC Wealth Management, is an SEC-registered investment manager serving individuals, families, high-net-worth clients, and trusts. The firm employs an active, asset-allocation focused approach that customizes portfolios using third-party tools and model managers, and it operates its own wrap fee program while offering financial planning and consulting services.

Zachary Roberts is a financial advisor at Blue Heron Capital with four years of industry experience. He holds a Series 65 designation and has worked at Blue Heron Capital since 2026, following prior roles at Brookstone Capital Management and other organizations. Roberts is also an insurance agent for life and health through an affiliated insurance agency. Blue Heron Capital, operating as BHC Wealth Management, is an SEC-registered investment manager serving individuals, families, high-net-worth clients, and trusts. The firm offers discretionary investment management, financial planning, and consulting, utilizing an active, asset-allocation approach with third-party tools and model managers, and operates its own wrap fee program.