Greenwood Village, CO Office

Raleigh Smith is a financial advisor with Geneos Wealth Management, Inc. in Greenwood Village, CO, holding Series 63 and Series 65 credentials with 10 years of industry experience. His career includes roles at Fidelity Investments, Transamerica Retirement Solutions, and several other financial firms. Outside of advisory work, he is a registered assistant at LP Finch and Associates and operates as an independent representative for fixed insurance sales. Geneos Wealth Management is an SEC-registered adviser serving individuals, trusts, estates, corporations, and institutional clients with a range of financial planning and portfolio management services. The firm offers customized and model-based investment solutions using various analytical strategies and serves over $5.5 billion in client assets.

Matthew Adrian is a financial advisor with Geneos Wealth Management, Inc. in Greenwood Village, CO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Geneos Wealth Management since 2008 and operates Adrian and Associates, which he has led since 2006. Adrian serves on the board of directors at large for the Colorado Business Round Table. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and third-party money manager referrals for individuals, trusts, estates, corporations, and institutions. The firm applies a range of investment strategies including fundamental, technical, and cyclical analysis across various account types and platforms, managing over $5.5 billion in client assets as of the end of 2024.

Cindy Hegy is a CFP® with 42 years of industry experience, currently affiliated with Geneos Wealth Management, Inc. She has worked at the firm since 2008 and previously held roles at G5 Financial Group and Financial Design & Management. Outside of her advisory work, she serves as an independent representative for fixed insurance products. Geneos Wealth Management serves a diverse client base, including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, asset management through representative-managed accounts and wrap programs, and access to third-party money managers, employing a variety of analytic methods and investment strategies.

Lawrence Finch is a financial advisor with Geneos Wealth Management, Inc. He holds Series 63 and Series 66 licenses and has 34 years of industry experience. He has worked with Geneos Wealth Management since 2008 and also maintains his own firm, LP Finch & Associates, since 2000. Outside of his advisory roles, he serves as a trustee for Regis Jesuit High School and Regis University. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients. The firm offers financial planning, portfolio management, and referrals to third-party money managers, utilizing a range of strategies including discretionary and non-discretionary advisory supervision and customized or model-based account allocations.

Anthony Finch is a CFP® professional at Geneos Wealth Management, Inc. with three years of industry experience. Prior to his current role, he worked at Leprino Foods for eight years. He also owns ALFa Wealth LLC and serves as a registered assistant at LP Finch and Associates Inc. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers comprehensive financial planning, asset management through various account types, and access to third-party money managers, employing a range of analytic approaches and investment strategies.