Denver, CO 17th Street Office

David Owens is a financial advisor at Maia Wealth with 11 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 65 and Series 63 licenses. His prior experience includes roles at Simplicity Wealth and MML Investors Services LLC. Owens is also licensed to provide life, variable, accidental, and health insurance products outside of his advisory work. Maia Wealth offers investment management and supervisory services to individuals, trusts, estates, and businesses, incorporating financial planning and retirement plan advisory. The firm utilizes a combination of fundamental, technical, and cyclical analysis, with portfolio reviews at least quarterly, and integrates technology alongside traditional advisory methods in its investment approach.

Alan Goodman is a Series 65 licensed financial advisor with 13 years of industry experience. He is currently with Maia Wealth and has held roles at Simplicity Wealth, WealthSource Partners, LLC, Clear Creek Asset Management LLC, and Chrome Asset Management LLC. He serves as an industry liaison for the University of Colorado Boulder, managing relationships between the engineering departments and industry partners. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, businesses, and institutions, employing a blend of fundamental, technical, and cyclical analysis within a primarily long-term investment strategy. The firm integrates traditional advisory oversight with technology-driven solutions, including robo-advisor platforms and specialized estate and tax coordination services.

Kurt Gallup is a financial advisor at Maia Wealth with three years of industry experience. He holds a Series 65 license and has worked at firms including Simplicity Wealth and Wambolt & Associates. Outside of his advisory role, he is also licensed as an insurance agent. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses. The firm employs a long-term investment approach supplemented by tactical adjustments and integrates technology and third-party platforms to implement ETF-based portfolios.

Alex Moorhead is a financial advisor at Maia Wealth in Denver, CO, holding a Series 65 designation with three years of industry experience. Before joining Maia Wealth, he worked at Simplicity Wealth and also founded and serves as managing member of TOP Biomechanics LLC, a research consulting firm. Moorhead’s background includes academic roles at Politecnico di Milano and the University of Milan. Maia Wealth provides investment management and financial planning services to individuals, trusts, estates, and businesses. The firm employs a blend of fundamental, technical, and cyclical analysis with a long-term investment strategy, integrating technology and third-party platforms for portfolio implementation and rebalancing.

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.

Jaskaran Sandhar is a financial advisor at Maia Wealth in Denver, CO, holding a Series 66 license with three years of industry experience. His prior roles include positions at LPL Financial, Fidelity Investments, and Denver Wealth Management. Maia Wealth serves individuals, trusts, estates, and businesses with discretionary and non-discretionary investment management, financial planning, and institutional consulting, employing a long-term strategy complemented by tactical adjustments and integrating technology-driven platforms in portfolio implementation.

Judith Kellner is a financial advisor with Maia Wealth in Denver, CO, holding a Series 65 designation and beginning her advisory career in 2024. Prior to joining Maia Wealth, she held roles at Simplicity Wealth and participated in various positions outside finance, including work at the Children's Eye Center and Cambio Yoga. Maia Wealth offers discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses, utilizing a mix of fundamental, technical, and cyclical analyses in a primarily long-term investment strategy. The firm integrates technology and third-party platforms alongside traditional advisory oversight, providing services such as financial planning, retirement plan advisory, and institutional consulting.

Leslie Mcmullen is a financial advisor at Maia Wealth with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Trilogy Capital, and National Planning Corporation. Leslie is also an insurance agent for various carriers outside of her investment advisory role. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses. The firm combines fundamental, technical, and cyclical analysis in a primarily long-term investment approach while incorporating tactical adjustments and uses technology and third-party platforms to implement ETF-based portfolios.

Jonathan Jarboe is a financial advisor with Maia Wealth in Denver, Colorado, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones, Strategic Wealth Investment Group, and Western Union. In addition to his advisory work, he is also an insurance agent with various carriers. Maia Wealth serves individuals, trusts, estates, and businesses, offering discretionary and non-discretionary investment management, financial planning, and institutional consulting. The firm utilizes a blend of fundamental, technical, and cyclical analysis with a primarily long-term investment approach, incorporating technology and third-party platforms to implement diversified portfolios.

Jacob Jaegle is a CFP® with 11 years of industry experience, currently serving as an advisor at Maia Wealth. His prior roles include positions at Simplicity Wealth, Moneta Group Investment Advisors, Mercer Global Advisors, Raymond James Financial Services, M.J. Smith and Associates, and Personal Capital Advisors. Outside of his advisory work, he is also an insurance agent for various carriers. Maia Wealth provides investment management and supervisory services to individuals, trusts, estates, and businesses, offering financial planning, retirement plan advisory, and institutional consulting. The firm uses a blended investment approach combining fundamental, technical, and cyclical analysis with a long-term strategy complemented by tactical adjustments, integrating technology and third-party platforms in portfolio implementation.

Scott Garrett is a financial advisor at Maia Wealth with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including BBVA Securities Inc., Secure Advisory Group, LLC, and Simplicity Wealth. Garrett also works as an insurance agent with Security Insurance Group, focusing on property and casualty insurance. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a blend of fundamental, technical, and cyclical analysis. The firm offers a long-term investment strategy with tactical flexibility, integrating technology and third-party platforms to implement diversified portfolios.

Trevor Hougardy is a financial advisor with Maia Wealth in Denver, CO, holding a Series 65 license and six years of industry experience. Before joining Maia Wealth in 2020, he worked at Colorado Wealth Group and has over a decade of experience at CoStar/Apartments.com. He is also an insurance agent and manages bookkeeping and payroll services for Colorado Wealth Group through a separate business. Maia Wealth provides discretionary and non-discretionary investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a blend of fundamental, technical, and cyclical analysis within primarily long-term investment strategies. The firm integrates technology and third-party platforms, including robo-advisor services and formal estate and tax coordination, to support its clients’ diverse financial needs.

Elizabeth Windisch is a CFP® professional with 22 years of industry experience. She is currently with Maia Wealth and previously held positions at firms including GPS Wealth Strategies Group, LPL Financial, and United Capital Financial Advisers, among others. Elizabeth is based in Denver, CO. Maia Wealth provides investment management and supervisory services to individuals, trusts, estates, and businesses, offering financial planning, retirement plan advisory, and institutional consulting. The firm uses a blend of fundamental, technical, and cyclical analysis for portfolio management, incorporating technology and third-party platforms to implement ETF-based allocations and automatic rebalancing.

Scott Marek is a CFP® professional with 13 years of experience in financial advisory. He is affiliated with Maia Wealth and has worked at Simplicity Wealth, MML Investors Services LLC, MassMutual Life Insurance Company, and Northwestern Mutual Investment Management. Outside of his advisory role, Marek is involved in mental health coaching through a nonprofit app and supports community financial resilience initiatives via another nonprofit. Maia Wealth provides investment management and advisory services to individuals, trusts, estates, and businesses, utilizing a combination of fundamental, technical, and cyclical analysis. The firm integrates technology and third-party platforms in its approach, offering services that include financial planning, retirement plan advisory, and institutional consulting.

Rebecca Desoto is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with Maia Wealth. Her prior roles include positions at Trilogy Capital, Trilogy Financial Services, LPL Financial, and National Planning Corporation. She volunteers at Sobriety House, where she provides financial education, and presents retirement planning seminars through CLC Incorporated. Maia Wealth offers investment management and advisory services to individuals, trusts, estates, and businesses, employing a blend of fundamental, technical, and cyclical analysis with a long-term investment approach complemented by tactical adjustments. The firm integrates technology and third-party platforms to implement portfolios that include mutual funds, ETFs, and securities.