Colin Roesler

CFA®, CFP®
Financial Advisor
Colin Roesler, CFA, CFP®, is a seasoned financial professional with over a decade of experience guiding high net worth individuals and institutional clients toward financial clarity and confidence. Over the years, his roles have included wealth planning, relationships and portfolio management, and business development.

Brendan Thompson

Financial Advisor
Brendan is originally from the East Coast but made his way to Colorado to attend the University of Denver where he received a BSBA in Finance and Marketing. Upon graduating, Brendan spent over 5 years working at TIAA gaining a deeper understanding of the complexities that individuals and families experience with managing their wealth.

Stacy Wells

CRPC®
Financial Advisor
Stacy has been part of the financial services industry since 2006. She previously served as a corporate accountant and as a controller for various businesses ranging from manufacturing to real estate. With such a broad background, Stacy brings a wealth of experience to her current position as a financial advisor with Wealth Enhancement.

Rand Harper

Financial Advisor
Rand is a seasoned fiduciary financial advisor with over 16 years of experience in the financial services industry. In his current role as a financial advisor with Wealth Enhancement, he uses a client-centric approach to develop comprehensive financial strategies, managing a wide range of investments, including stocks, bonds, mutual funds and exchange traded funds, with a focus on helping his clients meet their long-term retirement goals.

David Masias

Financial Advisor
David, a veteran Marine, is an experienced financial advisor with over seven years of experience providing clients with personalized assistance with retirement planning, estate planning, portfolio management, tax strategies and overall expert guidance in managing their finances. Prior to joining Wealth Enhancement as a financial advisor,, David served as an advisor at Wells Fargo and Merrill Lynch.

Neva Bradley

CFP®
Financial Advisor
Neva has over 10 years’ of experience working with pre-retirees in the development and implementation of their company pension, 401(k), Deferred Compensation, HSAs, and FSA plans. As a financial advisor with Wealth Enhancement, she works with individuals and families to manage and grow their wealth to help them achieve their financial goals leading up to and after retirement.

Diane Garcia

Financial Advisor
Diane has over 20 years of experience in the financial industry. She began her career in Citibank, NA in their New York office before transferring to San Francisco to work in the Citigroup Private Bank division. After taking time away from her career to raise her two children, Diane reentered the financial services industry in 2015, joining Ginsburg Financial Advisors. She supervised all administrative staff, human resources, client service, and office operations.

Logan Dunbar

Financial Advisor
Logan brings experience from top firms in the industry, having previously worked at Merrill Lynch on the advisory side and as a financial advisor consultant at Nuveen, to his current position as a financial advisor at Wealth Enhancement. With a blend of advisory and institutional experience, he has a deep understanding of both investment strategy and client-centric planning. Logan partners with individuals and families to build, manage and protect their wealth.

Kevin Galvez

CFP®, EA
Financial Advisor
As a financial advisor with a passion for helping clients align their money with what matters most to them, Kevin brings a holistic, planning first approach to wealth management grounded in the belief that a clear financial plan is the foundation for a more balanced and fulfilling life.

Sam Zito

Financial Advisor
Sam has worked with Tammy, Brian, and the Legacy team for almost ten years. He worked at JPMorgan Chase for several years as a credit underwriter before joining the team. In his previous role as an Investment Consultant, Sam specialized in investment research, asset allocation, and financial plan creation. As an advisor, Sam will maintain the function of investment analyst as well as perform his advisor duties.