Acorn Creek Capital LLC

Ben Loeffler is a financial advisor at Acorn Creek Capital LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is the managing member of Above the Tree Line, LLC, and supports the Bighorn Football Society’s efforts to improve the Colorado State University football program. Acorn Creek Capital serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a multi-method investment process combining fundamental, quantitative, technical, and sector analysis, and utilizes options and derivative strategies within managed accounts, often engaging sub-advisors to implement designed strategies.

Nicholas Hoogendyk is a financial advisor with Acorn Creek Capital LLC, holding a Series 66 license and four years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch, as well as running his own firm, Hoogendyk & Associates LLC. He is involved with Partners Mentoring Youth, a nonprofit organization providing mentoring to underserved youth in Fort Collins. Acorn Creek Capital serves individual and high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities, offering asset management, financial planning, and retirement plan consulting. The firm employs a multi-method investment process combining fundamental, quantitative, technical, and sector analysis, and utilizes options and derivative strategies within managed accounts.

Vincent Hourigan is a financial advisor at Acorn Creek Capital LLC in Fort Collins, CO, holding a Series 65 credential with one year of industry experience. His prior work includes roles at JBS USA, Colorado State University Facilities Management, and Incline Village General Improvement District. Acorn Creek Capital serves individual and high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting, employing a multi-method investment process that incorporates fundamental, quantitative, technical, and sector analysis.

Sierra Merrick is a financial advisor at Acorn Creek Capital LLC in Fort Collins, CO, holding a Series 65 designation with one year of industry experience. Prior to joining Acorn Creek Capital, she worked at Community Banks of Colorado and has experience in higher education and hospitality sectors. Acorn Creek Capital serves individual and high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a multi-method investment process that includes fundamental, quantitative, technical, and sector analysis, incorporating options and derivative strategies as part of its managed accounts.

Ashlie Bostick is a financial advisor at Acorn Creek Capital LLC with six years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Fidelity Brokerage Services LLC for eight years. Before her career in finance, she held roles in healthcare and the brewing industry. Acorn Creek Capital serves individual and high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a multi-method investment process combining fundamental, quantitative, technical, and sector analysis, and offers services that include asset management, financial planning, and retirement plan consulting.