Broker Check



If there’s one thing we’ve realized over our combined three decades of experience, it’s that no one person fits into a nice square box. Each client who engages with us is an individual – and because we recognize this individuality, we focus on serving each with our undivided attention.

Our team of financial advisors is led by our President and Founder, Amy Noel. Our philosophy is based on a principle Amy has carried her entire career: creating a stress-free environment where clients feel deeply supported while sharing their challenges and triumphs.

Building close-knit relationships with our clients is both our focus and our passion. Just as we want to get to know you on a personal level, we feel you should get to know us as individuals. Learn more about each of us below.


Amy L. Noel, CFP®, MBA

Wealth Advisor, President

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional since 1996, I’ve built a strong reputation as a specialist in retirement planning, including appearing on national media such as CNBC and NBC Nightly News.

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Gary F. Segiet, CFP®, MBA

Wealth Advisor

I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional who specializes in retirement planning, client portfolio management, and education planning. I’ve worked in financial services since 1994.

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Alana Macy, CFP®

Wealth Advisor

I am a CERTIFIED FINANCIAL PLANNER™ professional specializing in comprehensive financial planning, wealth management, and retirement planning. 

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Anna Huff

Director of Communications and Technology

I've worked in financial services since 2009 and had previous careers in high tech and book publishing. My bachelor's degree is from The Women's College at The University of Denver.

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Julia Curry

Client Services Associate

I've worked in financial services since 2019.  Helping others is my purpose; I obtained my Bachelor's degree from the University of Denver in 2018, and now I've found my home doing just that in this industry.

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Kristy Butler

Director of Client Experience

As an accomplished client services professional since 2003, I have developed and elevated the client experience across marketing, advertising, and the financial services industry.

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