Elk River Wealth Management LLC

Christopher Freimuth is a CFA® charterholder with 22 years of industry experience. He has been with Elk River Wealth Management LLC since 2020 and previously worked at BOK Financial Private Wealth and Cobiz Wealth. He serves as a board member of the Challenge Foundation, a charitable organization based in Englewood, Colorado. Elk River Wealth Management provides discretionary wealth management, financial planning, and investment consulting to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages approximately $905 million in client assets and employs a blend of fundamental and technical analysis to build diversified portfolios with a primarily long-term orientation.

Daniel Owens is a financial advisor at Elk River Wealth Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bokf, Na, BOK Financial Securities, Inc., BOK Financial Private Wealth, and CoBiz Wealth. Owens serves as a board member for the charitable organization Team Bradley Bear, where he provides guidance and advocacy. Elk River Wealth Management offers discretionary wealth management, financial planning, and investment consulting to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages approximately $905 million in client assets and employs a blend of fundamental and technical analysis to create diversified portfolios, combining internal strategies with allocations to independent managers.

Rita Day is a financial advisor at Elk River Wealth Management LLC in Denver, CO, holding a Series 63 designation and bringing 26 years of industry experience. Her prior roles include positions at BOK Financial Private Wealth and Cobiz Wealth. Elk River Wealth Management provides discretionary wealth management, financial planning, and investment consulting to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages approximately $905 million in client assets and employs a blend of fundamental and technical analysis to construct diversified portfolios with a typically long-term orientation.

Corey Gragg is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Elk River Wealth Management LLC since 2020. He previously worked at American Century Investment Services, Inc. for five years. Elk River Wealth Management provides discretionary wealth management, financial planning, and investment consulting to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages approximately $905 million in client assets and employs a blend of fundamental and technical analysis to construct diversified portfolios, offering both internal strategies and allocations to independent managers.

Joseph Rusinko is a CFA® charterholder based in Denver, Colorado, with four years of industry experience. He has worked at Elk River Wealth Management LLC since 2021 and previously held roles at WealthShield, LLC, BOK Financial Private Wealth, Inc., and CoBiz Financial, Inc. Elk River Wealth Management provides discretionary wealth management, financial planning, and investment consulting to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm combines fundamental and technical analysis to build diversified portfolios with a long-term orientation and manages approximately $905 million in client assets.

Josh Weisel is a CFA® charterholder and holds a Series 65 license, currently serving as a financial advisor at Elk River Wealth Management LLC in Denver, Colorado. He has two years of industry experience and has worked at Elk River Wealth Management since 2023. Outside of his advisory role, he contributes to Denver Gold Group as a data analytics and modeling contractor and serves on the board of Trinity Lutheran Church, assisting with financial statements and accounting coordination. Elk River Wealth Management provides discretionary wealth management, financial planning, and investment consulting to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages approximately $905 million in client assets and employs a combination of fundamental and technical analysis to build diversified portfolios with a generally long-term focus.

Brooks Merrifield is a financial advisor at Elk River Wealth Management LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrifield & Co, LLC for nine years. Brooks is based in Denver, CO. Elk River Wealth Management provides discretionary wealth management, financial planning, and investment consulting to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages approximately $905 million in client assets and employs a blend of fundamental and technical analysis to build diversified portfolios with a long-term orientation.

Juliet Hull is a CFP® professional with 11 years of industry experience. She has worked at Elk River Wealth Management LLC since 2020 and previously held roles at BOK Financial Private Wealth and CoBiz Wealth. Elk River Wealth Management provides discretionary wealth management, financial planning, and investment consulting to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm uses a combination of fundamental and technical analysis to build diversified portfolios, managing approximately $905 million in client assets as of December 31, 2024.