Address

9892 Rosemont Ave #100
Lone Tree, CO 80124

Contact

Phone: 303.740.8600

Who We Serve

Individuals & Families

Hours

Mon–Thur, 8:30 am–5:00 pm
Fri, 8:30 am–3:00 pm

See Nearby Locations

Greenwood Village, CO

Individuals & Families

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

Explore Our Services

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CAPTRUST

Lone Tree

Our commitment to excellence and strong ethical values makes us the best choice for achieving your unique goals. Plus, our Lone Tree office is supported by the national CAPTRUST network for top tier advice. Diversify your investments, manage complex accounts, or establish your portfolio with the help of a trusted financial advisor.

Our Team

Beth Cornell

Senior Vice President,
Financial Advisor

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Elisabeth L. Jacobson

Senior Vice President,
Financial Advisor

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Susan Lubeck

Senior Specialist / Financial Planning

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Ryan Oravetz

Financial Advisor | Relationship Manager

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Peter Vander Ploeg

Vice President,
Financial Advisor

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We consider everything that touches our clients’ financial lives—this includes risk management, tax minimization, retirement preparation, and legacy planning, in addition to investment portfolios. Together, we navigate the financial implications of life changes and market events, allowing our clients to enjoy a sense of control and bringing them peace of mind.

Karen Salvatore