Gill Capital Partners

Leslie Rojas is a financial advisor at Gill Capital Partners, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 25 years of industry experience. She has been with Gill Capital Partners since 2009. Gill Capital Partners serves individual clients, including high-net-worth households, and various institutional clients by providing wealth management, financial planning, tax services, retirement plan services, and fund advisory. The firm employs a discretionary, policy-driven investment approach using fundamental, technical, quantitative, and qualitative analysis, and offers specialized reporting and portfolio supervision.

Austyn Casale is a financial advisor at Gill Capital Partners, LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience at Verdant Technologies, Campos EPC, Newmont Mining, Ernst & Young, and Texas Tech University. Gill Capital Partners manages approximately $862 million for individual and institutional clients, offering services including wealth management, financial planning, portfolio management, retirement plan advising, and tax planning. The firm uses a variety of investment strategies across public securities, real estate, private securities, and alternatives, supported by proprietary and third-party technology platforms.

James O'Brien is a CFP® professional with 38 years of experience in the financial advisory industry. He has been with Gill Capital Partners, LLC since 2003, following a prior role at O'Brien Capital Management, Inc. from 2002 to 2005. Outside of advisory work, he owns and operates a hydroponic farm and a tax preparation business in Denver. Gill Capital Partners manages approximately $862 million for a diverse client base, providing wealth management, financial planning, portfolio management, and institutional advisory services. The firm utilizes a proprietary investment framework alongside third-party technology to implement individualized portfolios across multiple asset classes and also serves a broad range of institutional clients.

Chad Wanger is a financial advisor at Gill Capital Partners, LLC with 11 years of industry experience. He holds the Series 65 designation and has been with Gill Capital Partners since 2015. Gill Capital Partners provides wealth management, financial planning, tax preparation, retirement plan services, and fund advisory services to individual and institutional clients. The firm employs a disciplined investment approach that includes fundamental, technical, quantitative, and qualitative analysis, and offers continuous portfolio supervision typically on a discretionary basis.

Traci Sarmiento is a financial advisor at Gill Capital Partners, LLC with 25 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Cherry Street Partners and Comprehensive Asset Management & Servicing, Inc. Gill Capital Partners serves individual and institutional clients, providing wealth management, investment supervisory services, financial and tax planning, retirement plan services, and fund advisory. The firm employs a discretionary investment approach guided by customized Investment Policy Statements and utilizes institutional technology and data providers to support portfolio management and reporting.

Luke Fick is a financial advisor at Gill Capital Partners, LLC in Denver, CO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Fidelity Investments and FirstBank of Colorado. Gill Capital Partners manages approximately $862 million for individual and institutional clients, providing wealth management, financial planning, portfolio management, retirement plan advising, and tax preparation services. The firm employs a range of investment strategies supported by proprietary and third-party technology platforms and offers both discretionary and non-discretionary portfolio management.

David Wolf is a Series 65-licensed advisor with Gill Capital Partners, LLC in Denver, CO, where he has worked since 2017. He has 13 years of financial industry experience and has previously held roles at Synergy Wealth Advisors and has served as President of Wolf Asset Management Corp. since 1992. Outside of his advisory work, Wolf is involved in family office activities and serves as a general partner and trustee in related investment and estate entities. Gill Capital Partners manages approximately $862 million for individual and institutional clients, offering wealth management, financial planning, portfolio and retirement plan management, tax services, and business consulting. The firm uses a range of investment strategies across public and private markets and provides services to a variety of institutional and unaffiliated advisory clients.

John Winslow is a financial advisor at Gill Capital Partners, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Gill & Associates Inc since 2003. Gill Capital Partners manages approximately $862 million for individual and institutional clients, providing wealth management, comprehensive financial planning, portfolio management, qualified retirement plan design and advising, and tax planning through affiliated CPAs. The firm offers a range of services including held-away account supervision and institutional investment advisory, utilizing proprietary and third-party technology platforms to support portfolio implementation and review.

Steven Lynds is a financial advisor at Gill Capital Partners, LLC in Denver, CO, holding the CFP® and ChFC® designations with 12 years of industry experience. His prior work includes roles at Personal Capital Advisors Corporation and GWFS Equities, Inc. Outside of his advisory work, he is a partial owner of a family LLC involved in commercial real estate in the San Francisco Bay Area. Gill Capital Partners manages approximately $862 million for individual and institutional clients, providing services such as wealth management, comprehensive financial planning, portfolio management, and qualified retirement plan design. The firm employs both discretionary and non-discretionary investment approaches across various asset classes and supports its advisory work with proprietary and third-party technology platforms.

John Beaty is an advisor at Gill Capital Partners, LLC in Denver, CO, holding Series 65 and Series 66 licenses with five years of industry experience. His prior work includes roles at Robinhood Financial, LLC, Robinhood Markets, Inc, and Raymond James & Associates. Gill Capital Partners manages approximately $862 million for individual and institutional clients, offering a range of services including wealth management, financial planning, portfolio management, and tax planning. The firm uses a proprietary Encompass framework along with third-party platforms and serves a diverse client base with discretionary and non-discretionary investment strategies.