
At Gill Capital Partners, the client comes
first — always. It is our highly skilled, personable team
that allows us to deliver that client promise consistently.
So we invite you to get to know our people. And hopefully
very soon, we will get to know you.
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Managing Partner and CCO
James wanted to start a financial services
business different from the industry standard — a firm where
the needs of the client surpassed the needs of the firm.
A firm where clients could expect personal service, unbiased
advice and custom solutions. That firm is Gill Capital Partners.
James has been serving clients in the financial
services industry since 1986. James brings a wide range of
experience to his client relationships including fixed income,
equity trading, insurance, risk management, comprehensive financial
planning, and portfolio design and allocation strategies. Prior
to joining Gill Capital Partners, James worked for Fortune
500 companies New York Life Insurance and Charles Schwab & Co.
Inc.
When retirement comes, James is hopeful to have
saved enough to spend it sailing around the world. |
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Managing Partner
John delivers financial solutions by objectively
educating clients of all their options. He knows that investing
is personal — and if you don't believe him, just ask his kids.
And John's commitment is to sit on the same side of the table
as clients and demystify investing — whether it's collaborating
with individuals or finance directors.
John oversees the institutional fixed income
business for Gill Capital Partners, for banks and public entities.
With more than 15 years working in financial services and banking,
John has comprehensive fixed income, trading, portfolio design
and money management experience.
John's piggy bank is promised to his kids, Jack
and Molly, for college, though he's setting some aside for
retirement and a family foundation. |
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Partner
With over 18 years of investment experience, Darin loves establishing one-on-one relationships with clients and helping them achieve their financial goals. Before joining Gill Capital Partners, Darin was with the Denver offices of BKD Wealth Advisors and Morgan Stanley. When a client calls, Darin calls back — promptly. Working with clients means forging long-term relationships and meeting regularly because service is king. Darin practices the lost art of listening and always treats the client as the most valuable asset.
Darin is saving for his kids' college education and retirement — both of which he really wants to boost. |
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Vice President, Institutional Services
Tom believes that clients are not a means
to the end — they are the end. And because of that, Tom goes
extra mile after extra mile to ensure that Gill Capital Partners
delivers. With more than 25 years in the financial services
industry, Tom's expertise and dedication have awarded him
an outstanding reputation amongst Colorado banks and public
entities.
Tom is saving for his next great adventures
— jumping off the Bloukrans Bridge in South Africa and running
with the bulls in Pamplona. |
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Director of Finance
Harold, who has held his CPA designation for
more than 20 years, offers timely and professional service
by staying current on tax law changes. With a CPA as part of
the Gill Capital Partners team, all aspects of client financials
are managed under one roof. In addition to working with the
individual investor, Harold works with small business owners,
assisting with their accounting, financial statement reconciliation,
tax planning and preparation needs.
Harold, like the clients he works with, has
saving for retirement and college at the forefront of his thoughts. |
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Insurance and Compliance Specialist
Leslie strives to make clients active participants in their financial future through education, and by outlining clear steps to growth. Building her career as an operations and compliance manager, as well as a quality consultant and insurance specialist for financial institutions, Leslie is able to deliver The Capital Difference through the firm's all-inclusive service offering, EncompassSM.
Leslie is saving to retire early, travel the world and provide an education for her daughter. |
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Senior Client Service Manager
Sherie believes that a solid financial foundation
provides clients with endless opportunities. To Sherie, great
client service means doing whatever is needed in any given
situation. Sherie wears many hats at Gill Capital Partners,
thanks to a background not only in finance, but also in human
resources and client service.
With a short-term financial desire to be debt
free, Sherie is saving long-term for her two daughters' college
education. |
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Financial Planner
Kristi has over 14 years of experience helping clients prioritize their financial goals so they appear less daunting and more attainable. She helps people focus on what they want to accomplish this year, next year, in five years and by retirement. Kristi vows not to jump to conclusions — because she knows that just because a financial planning strategy worked in the past, it doesn't mean it's the right solution for you.
Kristi is dividing her savings into two areas — her children's education and to be able to have a travel-packed retirement with her husband. |
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Financial Advisor
Bart is a master at sifting through the myriad
of daily market information, providing concise recommendations
for clients. Having been part of the Gill Capital Partners
team for 15 years, Bart knows that every client is an individual
— not just a number. Bart's past and current work marries
the financial and government sectors.
In addition to investing and saving for retirement,
Bart is putting money aside for Alex's and Lily's college. |
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Financial Advisor
Doing whatever it takes to help clients achieve
their goals — that's the backbone of Mike's client service
approach. To this end, Mike often exceeds clients' expectations.
Mike has over two decades of financial experience providing
clients with financial information, investment recommendations,
maturity management, funding and research.
Mike's currently working to pay off his mortgage. |
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Financial Advisor
According to Chris, Gill Capital Partners
exceeds client expectations by being responsive and resourceful.
Chris helps each client by listening, getting a feel for
their particular situation and recommending reasonable solutions.
His main focus is to help investors purchase high yielding,
safe, and secure CDs.
Chris is saving for his six kids' education
and an upcoming family trip. |
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Financial Advisor
Pam believes that the most rewarding aspect
of financial services is being aware of the ever-changing
economic times and suggesting solutions that meet each client's
particular set of circumstances. With more than 30 years
of experience, Pam is proud to be associated with Gill Capital
Partners, given their spotless reputation.
Pam's current investment strategy is focused
on paying off the mortgage and saving for travel. |