Destiny Capital Corporation

Curtis Burch is a CFP® professional with eight years of industry experience, currently serving as an advisor at Destiny Capital Corporation since 2022. Prior to joining Destiny Capital, he worked at Briaud Financial Advisors for nine years. Destiny Capital Corporation provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and institutions. The firm emphasizes entrepreneur-focused advisory services and employs a diversified investment approach combining tactical adjustments with quantitative and fundamental analysis.

Alison Yoder is a CFP® professional with 22 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 corporation since 2015. Outside of her advisory role, she holds a Colorado notary commission and has joint ownership in a That 1 Painter franchise with her spouse. Destiny Capital Corporation provides discretionary portfolio management, financial planning, and consulting to individuals, high-net-worth clients, trusts, and institutions. The firm serves approximately 260 clients with around $382 million in assets under management and offers a specialized program for entrepreneurs that integrates business planning and investment strategies.

Timothy Doyle is a CFP® professional with 16 years of industry experience, currently serving at Destiny Capital Corporation since 2020. His prior experience includes roles at Destiny Capital Securities Corporation and earlier positions within Destiny Capital Corporation. Destiny Capital Corporation provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and institutions. The firm emphasizes entrepreneur-focused advisory services and employs a diversified investment approach combining asset allocation with tactical adjustments based on quantitative and fundamental analysis.

Tiffany Charles is a financial advisor at Destiny Capital Corporation with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Park Ave Securities and Guardian. She serves on the board of the DSST Foundation in Denver and is a Success Coach with Limitless Advisors/Educe Inc., a non-paid role involving member support and retreat preparation. Additionally, she is on the board of bQuest, providing consulting and sales support. Destiny Capital Corporation offers discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and institutions. The firm emphasizes entrepreneur-focused advisory services and employs a diversified, quantitatively informed investment approach tailored to client objectives.

Courtney Kenning is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at Destiny Capital Corporation since 2025 and previously held roles at Mariner Wealth Advisors, Callahan Advisors, LLC, and 5151 Advisors LLC. Destiny Capital Corporation provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and institutions. The firm offers a specialized program for entrepreneurs that integrates business planning and exit strategies with diversified investment approaches, combining quantitative and fundamental analysis.

Peter Bobolia is a CFP® and ChFC® with eight years of industry experience. He is currently with Destiny Capital Corporation, where he has worked since 2025. Prior to this, he held roles at Origin Financial, Family First Financial Planning, Symmetry Financial Group, JPMorgan Chase Bank and Securities, Merrill, and Northern Trust Investments. Bobolia is also an insurance agent for various carriers, dedicating approximately 10 hours per month to this activity. Destiny Capital Corporation serves individuals, high-net-worth clients, trusts, and institutions, managing about $382 million in assets across roughly 260 clients. The firm offers discretionary portfolio management and financial planning, with a specialized program for entrepreneurs that integrates business planning, exit strategies, and a diversified investment approach combining diversified asset allocation with tactical adjustments.

Jameson Holehouse is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Destiny Capital Corporation and has previously worked at Secure Asset Management, Financial Strategies Group, and Classic Asset Management. Prior to his financial advisory roles, he was affiliated with West Virginia University and Young Life. Destiny Capital Corporation provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and institutions. The firm offers a specialized program for entrepreneurs that integrates business planning and an investment thesis spanning business interests, real estate, collectibles, and public-market allocations.

Jarrod Musick is a CFP® with 15 years of industry experience and has been with Destiny Capital Corporation since 2011. He is the majority owner and serves as President and Secretary of the board for Destiny Holdings, the parent company of Destiny Capital Corporation. Outside of his advisory role, he is the author of *The Abundant Entrepreneur* and owns Victory Fit, a gym in Centennial, CO, where he oversees financial and strategic operations. Destiny Capital Corporation provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and institutions. The firm serves approximately 260 clients with a focus on entrepreneur-focused advisory services, employing a diversified asset-allocation approach combined with tactical adjustments based on quantitative and fundamental analysis.