Gill Capital Partners, LLC

Leslie Rojas is a financial advisor at Gill Capital Partners, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 25 years of industry experience. She has been with Gill Capital Partners since 2009. Gill Capital Partners serves individual clients, including high-net-worth households, and various institutional clients by providing wealth management, financial planning, tax services, retirement plan services, and fund advisory. The firm employs a discretionary, policy-driven investment approach using fundamental, technical, quantitative, and qualitative analysis, and offers specialized reporting and portfolio supervision.

Austyn Casale is a financial advisor at Gill Capital Partners, LLC with one year of industry experience. He holds the Series 65 designation and has worked at firms including Verdant Technologies, Campos EPC, Newmont Mining, and Ernst & Young. Gill Capital Partners serves individual and institutional clients with wealth management, financial planning, tax services, and fund advisory, employing a range of investment strategies supported by institutional technology and continuous portfolio supervision.

James O'Brien is a CFP® with 37 years of industry experience, currently serving at Gill Capital Partners, LLC since 2003. He is based in Denver, CO, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns and oversees operations at Rebel Farm, a hydroponic farming business, and manages a tax preparation service. Gill Capital Partners serves both individual and institutional clients, providing wealth management, financial planning, tax services, and investment management. The firm employs a comprehensive investment approach that includes discretionary portfolio supervision guided by tailored Investment Policy Statements and utilizes institutional technology and data providers.

Chad Wanger is a financial advisor at Gill Capital Partners, LLC with 11 years of industry experience. He holds the Series 65 designation and has been with Gill Capital Partners since 2015. Gill Capital Partners provides wealth management, financial planning, tax preparation, retirement plan services, and fund advisory services to individual and institutional clients. The firm employs a disciplined investment approach that includes fundamental, technical, quantitative, and qualitative analysis, and offers continuous portfolio supervision typically on a discretionary basis.

Traci Sarmiento is a financial advisor at Gill Capital Partners, LLC with 25 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Cherry Street Partners and Comprehensive Asset Management & Servicing, Inc. Gill Capital Partners serves individual and institutional clients, providing wealth management, investment supervisory services, financial and tax planning, retirement plan services, and fund advisory. The firm employs a discretionary investment approach guided by customized Investment Policy Statements and utilizes institutional technology and data providers to support portfolio management and reporting.

Paul Lambert is a financial advisor at Gill Capital Partners, LLC with 44 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Gill Capital Partners in 2019, he worked at APW Capital, Inc. and has operated his own consulting business, Paul Lambert, Inc., since 1987. Outside of his advisory work, he is a passive investor in a pooled investment focused on purchasing a preschool and related real estate. Gill Capital Partners serves individual and institutional clients by providing wealth management, financial planning, tax services, and fund advisory. The firm employs a discretionary portfolio management approach guided by tailored Investment Policy Statements and utilizes institutional technology and data providers to support client reporting and performance reviews.

Luke Fick is a financial advisor at Gill Capital Partners, LLC in Denver, CO, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Fidelity Investments and FirstBank of Colorado. Gill Capital Partners serves individual and institutional clients, offering wealth management, financial planning, tax services, and investment management. The firm provides continuous portfolio supervision based on customized Investment Policy Statements and utilizes a range of analytical approaches and institutional technology for reporting and account management.

David Wolf is a financial advisor at Gill Capital Partners, LLC in Denver, CO, holding a Series 65 credential with 12 years of industry experience. He has worked at Gill Capital Partners since 2017 and previously at Synergy Wealth Advisors from 2013 to 2017. In addition to his advisory role, he is president of Wolf Asset Management Corp., a family office and consulting firm he founded in 1992. Gill Capital Partners serves individual and institutional clients by providing wealth management, financial planning, tax services, retirement plan support, and fund advisory services. The firm employs a discretionary portfolio management approach guided by tailored Investment Policy Statements and utilizes a range of analytical methods and technology platforms to support client objectives.

John Winslow is a financial advisor at Gill Capital Partners, LLC in Denver, CO, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gill & Associates Inc since 2003. Gill Capital Partners serves individual clients, including high-net-worth households, and various institutional clients by providing wealth management, financial planning, tax services, retirement plan services, and fund advisory. The firm employs a discretionary, policy-driven investment approach incorporating fundamental, technical, quantitative, and qualitative analysis, as well as alternative strategies.

Steven Lynds is a financial advisor at Gill Capital Partners, LLC with 11 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Empower Advisory Group, Personal Capital Advisors Corporation, GWFS Equities, and New York Life. Gill Capital Partners serves individual and institutional clients by providing wealth management, financial planning, tax services, and fund advisory services. The firm combines fundamental, technical, quantitative, and qualitative analysis with a tailored investment approach and offers both discretionary portfolio supervision and custom reporting.

John Beaty is a financial advisor with Gill Capital Partners, LLC in Denver, CO, holding Series 65 and Series 66 licenses and five years of industry experience. His prior work includes roles at Robinhood Markets, Inc., Robinhood Financial, LLC, and Raymond James & Associates. Gill Capital Partners serves individual and institutional clients by providing wealth management, financial planning, tax services, retirement plan services, and fund advisory. The firm employs a discretionary portfolio supervision approach guided by customized Investment Policy Statements and utilizes a combination of fundamental, technical, quantitative, and qualitative analyses.