Denver, CO Office

Jessica Caldwell is a CFP® professional with eight years of experience at Plante Moran Financial Advisors in Denver, CO. She has been with the firm since 2016. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, banks, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage portfolios through discretionary and non-discretionary arrangements.

Ryan Landsberg is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Plante Moran Financial Advisors since 2016 and is also a partner at PM Holding Group, LLP. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base that includes individuals, institutions, trusts, and charitable organizations. The firm employs a range of analytical techniques and offers both discretionary and non-discretionary portfolio management, with affiliations that support integrated services such as trust servicing and insurance product access.

Ryan Turner is a CFP® professional with six years of experience at Plante Moran Financial Advisors and a background that includes roles at RMB Capital and the University of Colorado Boulder. He is based in Denver, CO. Plante Moran Financial Advisors serves a diverse client base including high-net-worth individuals, banks, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services using a range of analytical methods and manages both discretionary and non-discretionary portfolios.

Joaquin Cuevas is a financial advisor at Plante Moran Financial Advisors with one year of industry experience. He holds a Series 65 designation and has worked at Plante Moran Financial Advisors since 2023. Prior to his advisory role, his background includes multiple positions at Blackberry Farm and academic experience at the University of Colorado - Boulder. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis along with a proprietary equity valuation model to manage a diverse range of portfolios.

Jack Sells is a financial advisor at Plante Moran Financial Advisors in Denver, CO, holding a Series 65 credential with one year of industry experience. Prior to joining Plante Moran Financial Advisors, he worked in various roles including a one-year position at the University of Colorado Denver and has been involved part-time as an assistant site manager at Jay's Valet, a valet parking business. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth and non-HNW individuals, trusts, estates, and charitable organizations. The firm employs a range of analysis techniques and manages portfolios through discretionary and non-discretionary arrangements while offering integrated services supported by affiliated entities within the Plante Moran enterprise.

Shawn Riley is a CFP® professional with 16 years of experience, currently serving as a financial advisor at Plante Moran Financial Advisors in Denver, CO. He has been with Plante Moran Financial Advisors since 2014 and is also a partner at Plante & Moran, PLLC. Riley serves on the board of The Downtown Boxing Gym Youth Program in Detroit, contributing to the organization through board participation and charitable support. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to individual investors, charitable organizations, corporations, and other entities. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, employing a mix of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.

Hunter Biggs is a financial advisor at Plante Moran Financial Advisors in Denver, CO, holding a Series 65 designation. He has been with Plante Moran Financial Advisors since 2024 and has prior experience with Bailard, Inc. and several roles during his education at the University of Colorado Boulder. Outside of finance, he has experience working in diverse roles including positions at DoorDash, Postmates, and Saucy Pizza. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a broad range of clients, including individuals, institutions, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to develop strategic asset allocations and portfolio recommendations, managing both discretionary and non-discretionary assets.

Chadwick Mulligan is a Certified Financial Planner™ (CFP®) and holds a Series 65 license with Plante Moran Financial Advisors. He has two years of industry experience, including multiple roles within and outside the financial sector prior to his current position in Denver, CO. His background includes work at Bear Dance Golf Course and Pie Tap Pizza Workshop & Bar, among other diverse roles. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth and non-HNW individuals, trusts, estates, and charitable organizations. The firm employs a mix of fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage both discretionary and non-discretionary portfolios.

Collin Stauder is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Plante Moran Financial Advisors in Denver, CO. He has been with Plante Moran Financial Advisors since 2015. Plante Moran Financial Advisors offers investment advisory, financial planning, and estate-planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, banks, and trusts. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity valuation model to manage portfolios through discretionary and non-discretionary arrangements.

Eric Palmer is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has been with Plante Moran Financial Advisors in Denver, CO since 2014. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, utilizing fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model.