Cedar Cove Wealth Partners

John Kelly is a financial advisor at Cedar Cove Wealth Partners with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Advisor Network and Thrivent Financial. In addition to his advisory role, he is also licensed as an insurance agent. Cedar Cove Wealth Partners provides discretionary investment management and financial planning services to individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm manages approximately $431.7 million across 1,861 accounts, employing a mix of passive and active management strategies within a wrap-fee program.

Nathan Knoll is a CFP® professional with nine years of industry experience, currently serving as an advisor at Cedar Cove Wealth Partners. His prior experience includes roles at Thrivent Financial and Purshe Kaplan Sterling Investments. Outside of his advisory work, Knoll is the director of The Neighborhood Choir in Minneapolis, leading weekly rehearsals part of the year. Cedar Cove Wealth Partners provides discretionary investment management and financial planning to individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm manages client assets through a wrap-fee program that combines passive and active management with tactical asset allocation and alternative investments.

Keith Sapp is a CFA® and ChFC® credentialed financial advisor with 20 years of industry experience. He is currently a team member at Cedar Cove Wealth Partners in Denver, CO, having joined the firm in 2025. Prior to this, he worked at Thrivent Advisor Network, LLC and Thrivent Financial in various roles from 2007 to 2025. Outside of his advisory work, Sapp serves on the finance committee and board of trustees for St. Dominic Church, where he participates in budgeting, investment due diligence, and risk management. Cedar Cove Wealth Partners provides discretionary investment management and financial planning to individual and high-net-worth investors, trusts, retirement plans, and other entities. The firm manages client assets through a wrap-fee program that combines passive and active strategies with tactical asset allocation and alternative investments, aiming to align portfolios with client objectives and risk profiles.

Jennifer Cords is a CFP® professional with 26 years of experience in the financial services industry. She is currently with Cedar Cove Wealth Partners, where she has worked since 2025, following prior roles at Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments, Inc. Outside of advisory work, she is also an insurance agent servicing clients' insurance needs. Cedar Cove Wealth Partners provides discretionary investment management and financial planning to individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm manages client assets through a wrap-fee program that employs diversified, active and passive strategies, tactical asset allocation, and alternative investments, while coordinating estate planning using a third-party online platform.

Christopher Sipe is a CFP® with 16 years of experience in financial advising. He is currently with Cedar Cove Wealth Partners and has previously worked at Thrivent Investment Management Inc., Thrivent Advisor Network, LLC, Purshe Kaplan Sterling Investments, Inc., and Thrivent Financial for Lutherans. In addition to his advisory role, he is licensed as an insurance agent servicing client insurance needs. Cedar Cove Wealth Partners provides discretionary investment management and financial planning services to individual and high-net-worth clients, trusts, and retirement plans. The firm employs a blend of passive and active management strategies within a wrap-fee program and incorporates tactical asset allocation, options, and alternative investments when appropriate.

Benjamin Johnson is a CFP® with 13 years of experience in the financial services industry. He is currently with Cedar Cove Wealth Partners and has previously worked at Thrivent Investment Management Inc, Purshe Kaplan Sterling Investments, and THRIVENT FINANCIAL for Lutherans. Johnson is also an insurance agent providing client services related to insurance needs. Cedar Cove Wealth Partners offers discretionary investment management and financial planning to individuals, high-net-worth investors, trusts, retirement plans, and other entities. The firm manages approximately $431.7 million across about 1,861 accounts using a wrap-fee program that incorporates both passive and active strategies, tactical asset allocation, and alternative investments.

Chase Abell is a financial advisor at Cedar Cove Wealth Partners with two years of industry experience. He holds a Series 65 designation and has worked with Cedar Cove and its predecessor entities since 2020. Outside of advisory services, he is also licensed as an insurance agent, providing insurance sales and client servicing. Cedar Cove Wealth Partners manages approximately $431.7 million across individual and high-net-worth clients, trusts, retirement plans, and other entities. The firm offers discretionary portfolio management and financial planning, utilizing a wrap-fee program with diversified asset allocation and a combination of passive and active investment strategies.

Sara Schreiber is a financial advisor at Cedar Cove Wealth Partners with 25 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at various firms including Thrivent Financial and Purshe Kaplan Sterling Investments. Outside of advisory work, she is also licensed as an insurance agent, providing insurance services to clients. Cedar Cove Wealth Partners manages approximately $431.7 million across individual, high-net-worth, trust, and retirement plan clients. The firm offers discretionary investment management and financial planning, employing a wrap-fee program that combines passive and active strategies with tactical asset allocation and alternative investments.

John Carpenter is a financial advisor at Cedar Cove Wealth Partners in Denver, CO, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Purshe Kaplan Sterling Investments, Janus Distributors LLC, and MG Stover and CO. Cedar Cove Wealth Partners provides discretionary investment management and financial planning services to individual and high-net-worth investors, trusts, retirement plans, and other entities. The firm manages approximately $431.7 million across about 1,861 accounts, employing a mix of passive and active management strategies within a wrap-fee program that includes tactical asset allocation and use of alternative investments.

Samuel Broback is a financial advisor at Cedar Cove Wealth Partners with Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Thrivent Advisor Network and Thrivent Financial before joining Cedar Cove Wealth Partners. Broback is also licensed as an insurance agent and provides insurance services to clients. Cedar Cove Wealth Partners manages discretionary investment portfolios and offers financial planning to individuals, high-net-worth investors, trusts, and retirement plans. The firm employs a blend of passive and active management strategies, tactical asset allocation, and alternative investments within a wrap-fee program.