Denver, CO Office

Ashley Robinson is a financial advisor with Buck Wealth Strategies, LLC, holding a Series 66 designation and 16 years of industry experience. Prior to joining Buck Wealth Strategies in 2024, Robinson has worked with several firms including Retirement Planning Strategies, Madison Avenue Securities, and AE Wealth Management. Robinson also conducts educational seminars and presentations focused on federal employee benefits through LTCPro, LLC, a related business. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach emphasizing tactical asset allocation, sector rotation, and integrates third-party financial-planning tools and outside money managers to implement strategies.

Michael Hou is a financial advisor with Buck Wealth Strategies, LLC in Denver, CO. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his financial services career, he served four years in the United States Marine Corps. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach with a focus on tactical asset allocation and sector rotation, incorporating the use of options strategies and third-party money managers.

Russell Whitehead is a financial advisor with Buck Wealth Strategies, LLC in Denver, CO, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at AE Wealth Management, Madison Avenue Securities, and Merrill Lynch. Outside of advisory work, he has experience managing a pressure washing business. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach that includes tactical asset allocation and options strategies, and frequently integrates outside money managers and third-party planning tools.

Cynthia Hodges is an investment advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. Her career includes roles at Global Retirement Partners LLC, LPL Financial, and McKinlay Smallwood Financial Partners. Outside of her advisory work, she owns a photography business called Hodge Podge Photos. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro approach with tactical asset allocation and integrates third-party tools and managers, distinguishing itself through the use of options strategies and a broad corporate footprint.

Jacob Myers is a financial advisor at Buck Wealth Strategies, LLC with three years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Buck Wealth Strategies, he worked at TIAA and Madison Avenue Securities. Outside of his financial advisory role, Myers is also licensed as a residential real estate agent in Colorado. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans by providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach with tactical asset allocation and sector rotation, integrating third-party planning tools and frequently utilizing options strategies and outside money managers.

Christopher Tucker is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO, holding a Series 66 designation with 10 years of industry experience. He previously worked at First Command Financial Planning, Inc. and its affiliated entities for 10 years before joining Buck Wealth Strategies and related firms. Buck Wealth Strategies serves individuals, trusts, and retirement plans with discretionary investment management and comprehensive financial planning. The firm uses a top-down macro investment approach with tactical asset allocation and integrates third-party tools and managers, including options strategies and outside portfolio managers, to implement client solutions.

Keith Brand is a CFP® professional with 26 years of industry experience, currently serving as an investment advisor representative at Buck Wealth Strategies, LLC. He has held roles at multiple firms, including Madison Avenue Securities, AE Wealth Management, CL Wealth Management, and Charles Schwab. In addition to his advisory work, Brand is involved with LTCPro, LLC, a financial planning business he has operated since 2002. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a macro-driven investment approach emphasizing tactical asset allocation and options strategies, and it frequently incorporates third-party money managers to implement model portfolios.

Tait Mc Gowan is an investment advisor representative at Buck Wealth Strategies, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience with Madison Avenue Securities and E.A. Buck Financial Services. Buck Wealth Strategies serves individuals, trusts, and retirement plans with discretionary investment management, financial planning, and retirement advisory services. The firm uses a top-down macro approach emphasizing tactical asset allocation and sector rotation, and is notable for its use of options strategies and integration of outside money managers.

Lynn Thurgood is a financial advisor at Buck Wealth Strategies, LLC with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at multiple firms including Portside Wealth Group and TownSquare Capital. Outside of her advisory role, she owns and manages a life insurance agency and is involved in real estate leasing through LDT Enterprises, LLC. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach incorporating tactical asset allocation, sector rotation, and a growth/value framework, and is noted for its use of options strategies and integration of outside money managers.

Hyunsoo Jang is an investment advisor representative at Buck Wealth Strategies, LLC with three years of industry experience. He has previously worked at Baird and Charles Schwab. Jang is also involved in consulting employers on employee retirement and deferred compensation plans through Buck Financial Services - Achieve Retirement. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm utilizes a top-down macro approach with tactical asset allocation and routinely incorporates options strategies and outside money managers in portfolio construction.

Daniel Werts is a financial advisor at Buck Wealth Strategies, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Madison Avenue Securities, LLC and AE Wealth Management, LLC. Outside of his advisory role, he provides educational seminars and presentations specifically for federal employees through LTCPro, LLC DBA Federal Benefits Made Simple. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement plan consulting. The firm employs a top-down macro investment approach with tactical asset allocation and sector rotation, incorporating options strategies and the use of third-party money managers to implement client portfolios.

Alvin Abe is a financial advisor with Buck Wealth Strategies, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has held roles at multiple firms, including Madison Avenue Securities, LLC, AE Wealth Management, LLC, and Parkland Securities. Outside of his advisory work, he is also a life insurance agent with E.A. Buck Insurance, a role he has maintained since 1984. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach emphasizing tactical asset allocation and sector rotation, and it integrates third-party managers and financial-planning tools to implement customized strategies.

Alicia Wickliff is a financial advisor at Buck Wealth Strategies, LLC in Denver, CO. She holds the Series 66 designation and has two years of industry experience with prior roles at E.A. Buck Financial Services and Madison Avenue Securities. Before her financial services career, she was involved with Kailua Beach Adventures from 2022 to 2024. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm uses a top-down macro investment approach with tactical asset allocation and sector rotation, and is known for its use of options strategies and integration of third-party money managers.

David Bartlett is a Series 65-licensed financial advisor with four years of industry experience. He currently works at Buck Wealth Strategies, LLC in Denver, CO, and has prior experience with Global Retirement Partners and Achieve Retirement. Bartlett also serves as a Participant Engagement Specialist and Planner, consulting with employers on employee retirement and deferred compensation plans. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans by providing discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach with tactical asset allocation and uses options strategies and outside money managers to implement portfolios.

Dustin Mc Donald is a financial advisor with Buck Wealth Strategies, LLC in Denver, CO, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Cedrus LLC, Cambridge Investment Research Advisors, Sigma Financial Corporation, and Woodbury Financial Services. Outside of his advisory work, he is an independent insurance agent and owns My Blueprint Financial, LLC. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management and comprehensive financial planning. The firm employs a top-down macro investment approach that includes tactical asset allocation and sector rotation, and is notable for its use of options strategies and integration of outside money managers.