Maia Wealth

David Owens is a financial advisor at Maia Wealth with 11 years of industry experience. He holds the ChFC® designation, as well as Series 63 and Series 65 licenses. Prior to joining Maia Wealth in 2019, he worked at MML Investors Services LLC and MassMutual Life Insurance Company from 2015 to 2019. Outside of his advisory role, Owens is licensed to provide life, variable, accidental, and health insurance products. Maia Wealth offers investment advisory and financial planning services to individuals, trusts, estates, and businesses, including high-net-worth clients. The firm employs a combination of fundamental, technical, and cyclical analysis in managing client assets, and provides both discretionary and non-discretionary portfolio management along with retirement plan advisory and participant education services.

Alan Goodman is a Series 65-credentialed advisor with 12 years of industry experience. He is currently with Maia Wealth, where he has worked since 2023, following prior roles at WealthSource Partners, LLC and Chrome Asset Management LLC. Goodman also serves as an industry liaison at the University of Colorado Boulder, managing relationships between engineering departments and the industry. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, offering both discretionary and non-discretionary portfolio management. The firm uses a long-term investment approach that includes fundamental, technical, and cyclical analysis, with regular portfolio reviews and coordination with third-party tax and estate specialists.

William Frier is a financial advisor at Maia Wealth with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has a career history that includes leadership roles at Frier Planning Concepts, Inc. and Parkland Securities. Outside of investment advising, he serves as president of Frier Insurance Planning, LLC, which focuses on the sale and servicing of life insurance products. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, offering both discretionary and non-discretionary portfolio management alongside retirement plan advisory and participant education. The firm employs fundamental, technical, and cyclical analysis with a long-term investment approach and coordinates with third-party tax and estate specialists to deliver comprehensive planning and implementation.

Ethan Ogden is a financial advisor at Maia Wealth with six years of industry experience and holds a Series 66 designation. His prior work includes roles at Foreside Fund Services, Innovator Capital Management, Astor Investment Management, and Equinox. Outside of advising, he manages Ogden Ventures, LLC, a bookkeeping entity related to his financial planning services, and is also licensed as an insurance agent. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, offering both discretionary and non-discretionary portfolio management. The firm employs a long-term investment approach using mutual funds, ETFs, and individual securities, alongside coordinated estate-planning and tax services through external specialists.

Kurt Gallup is a financial advisor at Maia Wealth in Denver, CO, holding a Series 65 credential with two years of industry experience. Prior to joining Maia Wealth in 2025, he worked at Wambolt & Associates and has a diverse background including roles at JBS USA, GNC, and Lifetime Fitness. Outside of his advisory role, he is also active as an insurance agent with various carriers. Maia Wealth serves individuals, high-net-worth clients, trusts, estates, and businesses, providing both discretionary and non-discretionary portfolio management along with financial planning and retirement advisory services. The firm uses a combination of fundamental, technical, and cyclical analysis in its predominantly long-term investment approach, supported by coordinated estate and tax planning referrals.

Christian Luna is a financial advisor at Maia Wealth with four years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Wealth Watch Advisors and Senior Solutions LLC. Luna has also served in the United States Naval Reserve. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, offering both discretionary and non-discretionary portfolio management. The firm uses a variety of analytical approaches with a long-term focus and coordinates estate-planning and tax services through third-party specialists.

Alex Moorhead is a Series 65 credentialed advisor at Maia Wealth with two years of industry experience. He is the founder and majority managing member of TOP Biomechanics LLC, a research consulting firm. Moorhead has prior experience at Politecnico di Milano and the University of Milan. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, employing fundamental, technical, and cyclical analysis with a long-term orientation and quarterly portfolio reviews. The firm offers both discretionary and non-discretionary portfolio management, coordinates estate-planning and tax services through referrals, and utilizes several third-party platforms and specialists to support its operations.

John Hoover is a financial advisor at Maia Wealth with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments and Woodmen Financial Services. Outside of his advisory role, he is also a licensed insurance agent for various carriers. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, including high-net-worth clients. The firm employs a range of analytical approaches with a long-term investment orientation and coordinates estate-planning and tax services through unaffiliated specialists.

Joshua Huene is a financial advisor at Maia Wealth in Denver, CO, holding a Series 65 designation with two years of industry experience. Prior to joining Maia Wealth, he worked in various customer service roles and was a full-time student for several years. Outside of his advisory work, Huene is also an insurance agent with multiple carriers. Maia Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach combining fundamental, technical, and cyclical analysis, and supports clients through both discretionary and non-discretionary portfolio management alongside coordinated estate-planning and tax service referrals.

Dionne Banks is a financial advisor at Maia Wealth with five years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Wal-Mart Stores, Inc. Banks is also licensed as an insurance agent with various carriers. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, using a multi-faceted investment approach that includes fundamental, technical, and cyclical analysis with a long-term orientation and regular portfolio reviews.

Jaskaran Sandhar is a financial advisor at Maia Wealth in Denver, CO, holding a Series 66 designation with two years of industry experience. He has previously worked at LPL Financial, Denver Wealth Management, and Fidelity Investments. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, utilizing a combination of fundamental, technical, and cyclical analysis with a long-term investment approach and regular portfolio reviews. The firm also coordinates estate-planning and tax services through referrals to unaffiliated specialists.

Judith Kellner is a Series 65 licensed advisor at Maia Wealth in Denver, CO, with experience starting in 2024. Her prior roles include positions in healthcare and education, such as work at Children's Eye Center and Hawaii Pacific University, as well as involvement in fitness and wellness through Cambio Yoga and Stars Gymnastics. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, using a combination of fundamental, technical, and cyclical analysis with a focus on long-term portfolio management and regular reviews. The firm integrates coordinated estate-planning and tax services by referring clients to unaffiliated specialists and employs a variety of investment platforms and managers under its oversight.

Lane Stamper is a financial advisor with Maia Wealth in Indianapolis, IN, holding a Series 66 designation and six years of industry experience. He previously worked at firms including JPMorgan Chase Bank and JPMorgan Securities. Outside of advising, he is also licensed as a non-investment related insurance agent. Maia Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term investment approach with periodic portfolio rebalancing and coordination with third-party tax and estate specialists.

Leslie Mcmullen is a financial advisor at Maia Wealth in Denver, CO, with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Maia Wealth since 2021, following prior roles at LPL Financial, Trilogy Capital, Trilogy Financial Services, and National Planning Corporation. Leslie is also a licensed insurance agent with various carriers. Maia Wealth provides investment advisory and financial planning services to individuals, trusts, estates, and businesses, including high-net-worth clients. The firm uses a mix of fundamental, technical, and cyclical analysis with a long-term investment approach, offering both discretionary and non-discretionary portfolio management alongside coordinated estate-planning and tax services.

Jonathan Jarboe is a financial advisor at Maia Wealth in Denver, CO, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Strategic Wealth Investment Group, Strategic Wealth Designers, Edward Jones, VF Corp, and Western Union. Outside of his advisory work, he is also licensed as an insurance agent representing various carriers. Maia Wealth provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as trusts, estates, and businesses. The firm employs a long-term investment approach using fundamental, technical, and cyclical analysis, and integrates third-party specialists and platforms in delivering coordinated financial solutions.