Greenwood Village, CO Office

Robert Campbell is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior experience includes roles at Kovitz Investment Group Partners, LLC and Transform Wealth, LLC (formerly Carnick & Kubik Group, LLC). Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis, offering a wide range of services from investment management to family office and retirement plan fiduciary services.

Kenneth Tillman is a CFP® and holds a Series 65 license with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Kovitz Investment Group Partners, LLC and Transform Wealth, LLC, formerly known as Carnick & Kubik Group, LLC. Focus Partners Wealth serves a broad range of clients, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers a comprehensive suite of wealth management services and employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with third-party managers when appropriate.

Nathan Kubik is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Kovitz Investment Group Partners, LLC and Transform Wealth, LLC (formerly Carnick & Kubik Group, LLC). Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, family office services, and more. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis, third-party managers, and alternative strategies.

Phillip Woodford is a financial advisor at NorthCoast Asset Management LLC with nine years of industry experience. He holds a Series 65 designation and has worked previously at Strategic Capital Advisors, Transform Wealth, Kovitz Investment Group Partners, and Focus Partners Wealth. NorthCoast Asset Management provides investment advisory services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and offers a broad range of portfolio management strategies across multiple asset classes.

Jonathan Ahalt is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at several firms, including Strategic Capital Advisors, Inc. for 22 years, and more recently at Transform Wealth, LLC and Kovitz Investment Group Partners, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Dylan Burke is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Goldman Sachs & Co and Kovitz Investment Group Partners, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework, offering a broad range of portfolio management and consulting services.

Yiwen Chen is a CFA® charterholder and holds a Series 65 license, with nine years of industry experience. She is currently affiliated with NorthCoast Asset Management LLC and has previously worked at Focus Partners Wealth, Kovitz Investment Group Partners, Transform Wealth, and BSW Wealth Partners. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach using proprietary models and manages most client relationships on a discretionary basis.

Clarissa Hobson is a CFP® and holds a Series 66 designation with 20 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Transform Wealth, LLC (formerly Carnick & Kubik Group, LLC). Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a wide range of investment strategies and affiliated service offerings.

David Kubik is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kovitz Investment Group Partners, LLC and Transform Wealth, LLC (formerly Carnick & Kubik Group, LLC). Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using fundamental and quantitative analysis and offers a range of services including investment management, financial counseling, family office support, and fiduciary and tax services.

Michael Meador is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sanford C. Bernstein & Co., LLC and Transform Wealth, LLC (formerly Carnick & Kubik Group, LLC). Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside various specialized offerings.

Thomas Maxfield is a financial advisor with Focus Partners Wealth, LLC in Greenwood Village, CO, holding Series 63, 65, and 66 designations and eight years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, LLC, Transform Wealth LLC, Northern Trust Bank, and Northern Trust Securities, Inc. Maxfield's work history also includes a year at TMG, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate and institutional clients, offering investment management, financial counseling, retirement plan fiduciary services, and sub-advisory solutions. The firm employs a long-term, tax- and fee-sensitive investment approach with an emphasis on enhanced open architecture, integrating fundamental and quantitative analysis along with third-party managers and various alternative strategies.

Brian Janes is a financial advisor with NorthCoast Asset Management LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior positions include roles at Focus Partners Wealth, Kovitz Investment Group Partners, Transform Wealth LLC, Thrivent Financial, Charles Schwab, and Janus Distributors LLC. NorthCoast Asset Management provides investment advisory services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach with proprietary models and risk management techniques, managing most client relationships on a discretionary basis.

Gordan Post is a CFP®-certified financial advisor at NorthCoast Asset Management LLC with 14 years of industry experience. He has held roles at Focus Partners Wealth, Kovitz Investment Group Partners, Transform Wealth, The Milestone Group, and CoBiz Wealth. NorthCoast Asset Management serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering a wide range of portfolio management strategies and acting as a fiduciary for ERISA and IRA accounts.