Highlands Ranch, CO Ridgeline Blvd Office

Douglas Barker is a CFP® professional with 11 years of industry experience. He is currently an advisor at Mariner, where he has worked since 2021, following five years at First Western Trust Bank and a brief period as a self-employed advisor. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to specialized investment vehicles. The firm employs discretionary, customized portfolios supported by internal and third-party resources and provides integrated tax and accounting services along with family office and employer financial wellness solutions.

Jared Barkmeier is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mariner. He previously worked at HK Financial Services, Inc. from 2016 to 2020. Barkmeier is based in Highlands Ranch, CO, and holds a Series 65 license. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations through services such as investment management, financial planning, and retirement plan consulting. The firm offers customized portfolios supported by internal research and third-party managers, along with integrated tax and accounting services and specialized employer financial wellness tools.

Paula Degener is a Certified Financial Planner (CFP®) with eight years of industry experience. She has worked at Mariner Wealth Advisors, LLC since 2018 and previously spent time at Kummer Financial Strategies in both its LLC and Inc. forms. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through a range of services such as investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers to offer customized portfolios and maintains integrated tax and accounting services uncommon for firms of its size.

Chevie Walerowicz is a financial advisor at Mariner Wealth Advisors with a Series 65 credential and one year of industry experience. Prior to joining Mariner, Chevie worked in various service roles, including at Raymond James and Lucky's Bakehouse & Cafe. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and tax and family office services. The firm uses a discretionary, customized portfolio approach supported by in-house research and third-party managers, with a notable integration of tax, accounting, and administrative CFO capabilities.

Matthew Blake is a financial advisor at Mariner with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Moss Adams Wealth Advisors, First Western Trust Financial, Centric Investment Group, Wambolt & Associates, and My Portfolio Guide, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios supported by an internal investment team and combines in-house research with third-party managers and alternative investment strategies.

David Martin is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Mariner. His prior experience includes roles at E*Trade Securities LLC and Kummer Financial Strategies, Inc. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers investment management, financial planning, tax services, and coordinated family office solutions, implementing customized portfolios supported by in-house research and third-party managers.

Robert Lee is a CFP® professional at Mariner with five years of industry experience. Before joining Mariner Wealth Advisors in 2021, he held roles at Insight Planning & Investment LLC, Great Western Bank, Independent Bank, Guarantee Bank & Trust, and Wells Fargo Private Bank. He serves on the boards of education technology company Schoolday, Inc. and construction and manufacturing technology firm Verotouch, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm emphasizes discretionary, customized portfolios supported by both in-house research and third-party managers, and provides integrated tax and accounting services along with family office and employer financial wellness solutions.

Camilo Salazar is a financial advisor at Mariner Wealth Advisors with three years of industry experience. He holds a Series 66 designation and has worked at firms including Deutsche Bank and Bowman Financial Strategies. Outside of advising, he was involved with a restaurant business, SuperPerros Colombian Restaurant, from 2016 to 2019. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and specialized family office capabilities.

Garrett Hawkins is a CFP® professional with nine years of industry experience, currently advising at Mariner since 2026. His prior roles include positions at GWFS Equities, Inc., LPL Financial LLC, and Wells Fargo Clearing Services. Mariner serves a diverse client base including individuals, pension plans, and charitable organizations, offering investment management, financial planning, and specialized services like coordinated tax and Core Family Office solutions. The firm employs discretionary, customized portfolios supported by internal and third-party research and provides integrated tax, accounting, and financial wellness services uncommon in large advisory enterprises.

Michelle Thebeau is a financial advisor at Mariner with 10 years of industry experience. She holds a Series 65 credential and has worked at Mariner since 2015, including through its evolution to Mariner Wealth Advisors. Prior to that, she spent one year at Kummer Financial Strategies, LLC. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm is notable for its integrated tax and accounting services alongside discretionary, customized portfolio management supported by an Investment Committee and a broad range of strategies.

Patricia Kummer is a Certified Financial Planner® with over 41 years of industry experience. She is currently with Mariner and has previously been associated with Mutual Securities Inc. and her own firms, Kummer Financial Strategies, LLC and Kummer Financial Strategies, Inc. In addition to her advisory work, she is an author based in Highlands Ranch, Colorado. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, tax services, and retirement plan consulting. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, with capabilities spanning equities, fixed income, alternatives, and digital assets.

Gilad Halzel is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Mariner with three years of industry experience. Before joining Mariner, he worked in events planning and catering as well as at Valley Country Club. Mariner serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs discretionary, customized portfolio strategies overseen by an Investment Committee and supported by in-house research combined with third-party manager allocations.

Sean Mcginnis is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Mariner and has prior experience as an independent insurance agent and working in various management and business roles. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement consulting, and tax services. The firm offers customized discretionary portfolios supported by in-house and third-party managers, along with integrated tax and accounting services and financial wellness tools.

Eric Haberkorn is a CFP® professional with 24 years of experience, currently serving as a financial advisor at Mariner. He has been with Mariner since 2018 and has prior experience with Kummer Financial Strategies, both LLC and Inc. Haberkorn is also associated with MSEC, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm emphasizes discretionary, customized portfolios supported by internal research and third-party managers, with notable integration of tax and accounting services alongside traditional wealth management.

Jesse Maggio is a CFP® with 13 years of industry experience, currently serving at Mariner. His prior roles include positions at Msec, LLC, Kummer Financial Strategies, LLC, Key Investment Services, and Key Bank. Mariner is an enterprise firm serving a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers to provide customized portfolios and also emphasizes tax and accounting integration, administrative CFO services, and employer financial-wellness tools.