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® with 37 years of industry experience, currently serving at Gill Capital Partners, LLC since 2003. He is based in Denver, CO, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns and oversees operations at Rebel Farm, a hydroponic farming business, and manages a tax preparation service. Gill Capital Partners serves both individual and institutional clients, providing wealth management, financial planning, tax services, and investment management. The firm employs a comprehensive investment approach that includes discretionary portfolio supervision guided by tailored Investment Policy Statements and utilizes institutional technology and data providers.

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 financial advisor at Gill Capital Partners, LLC in Denver, CO, holding a Series 65 credential with 12 years of industry experience. He has worked at Gill Capital Partners since 2017 and previously at Synergy Wealth Advisors from 2013 to 2017. In addition to his advisory role, he is president of Wolf Asset Management Corp., a family office and consulting firm he founded in 1992. Gill Capital Partners serves individual and institutional clients by providing wealth management, financial planning, tax services, retirement plan support, and fund advisory services. The firm employs a discretionary portfolio management approach guided by tailored Investment Policy Statements and utilizes a range of analytical methods and technology platforms to support client objectives.

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 CFP® and ChFC® designations with 11 years of industry experience. He has previously worked at Empower Advisory Group and Personal Capital Advisors Corporation. Outside of his advisory work, he is a partial owner of a family LLC involved in commercial real estate holdings in the San Francisco Bay Area. Gill Capital Partners manages approximately $862 million for both individual and institutional clients, offering wealth management, financial planning, portfolio management, and specialized services such as qualified retirement plan advising and tax planning. The firm uses a range of analytical methods and proprietary technology platforms to implement investment strategies across various asset classes and serves a diverse client base including banks, credit unions, and municipal entities.

John Beaty is a financial advisor at Gill Capital Partners, LLC in Denver, CO, holding Series 65 and Series 66 designations with five years of industry experience. His prior roles include positions at Robinhood Markets, Inc., Robinhood Financial, LLC, and Raymond James & Associates. 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 through affiliated CPAs. The firm employs a variety of analytical strategies across multiple asset classes and integrates proprietary and third-party technology platforms to support its advisory services.