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.
James O’Brien, CFP®
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. Buying time until he sets sail, we’re proud that James was a Denver Kids mentor, gives of his time to the National MS Society, and is the 2015 president of the Financial Planning Association of Colorado.
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. He commits to sitting on the same side of the table as clients and demystify investing—whether it’s collaborating with individuals or finance directors. John thrives on the ability to turn complex situations into opportunities for his clients.
With more than 15 years working in financial services, John has comprehensive fixed income, trading, portfolio design and money management experience. Before joining Gill Capital Partners, John worked at Charles Schwab & Co. and also in the banking industry.
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. John currently serves on the Board of Directors for both The Children’s Museum of Denver and Entrepreneur’s Organization of Colorado.
Vice President of 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. And since he never sleeps, Tom can be found skydiving, alligator wrestling, mentoring students at Denver’s East High School, leading team outings for the East High School Cheerleaders, supporting the Cystic Fibrosis Foundation or traveling on a publicity tour as the author of How to Lift Cars Off Your Face and Other Tips for Living Forever.
Chad Wanger, MBA
Director of Research
Focused on the increasing complexity in today’s financial services environment, Chad finds satisfaction in making wealth management relatable for clients. Chad comes to Gill Capital Partners with expertise in family office management, which includes investment planning and management, estate planning, private equity, real estate, foundation management, and oil and gas. Chad defines the Capital Difference as Gill Capital Partners’ true independence and highly personalized client experience–an appreciated departure from how most firms do business.
Chad and his wife are saving for their three kids’ college education, stashing some money aside for a travel-rich retirement. To give back, Chad volunteers through his community, including Catholic Charities, the National MS Society, and also devotes significant time to coaching youth athletics.
Terri Propp, CFP®
Wealth Management Advisor
Terri works hard to remove chaos from her clients’ financial lives by providing a financial roadmap so they know she has taken their interests to heart. Her experience in financial planning and portfolio management reflects insight, optimism and sincere care for individuals. Terri has a talent for thoroughly researching methodologies, deciphering the complex and integrating holistic financial solutions into an efficient, understandable format. With more than a decade in the industry, Terri is known for her “family first” approach and delivering personalized client service that goes above and beyond.
Terri and her partner, Tim, are saving to support their future family generations through education and to have some amazing travel adventures. When she’s not putting her clients first or loving on her nephew and goddaughters, Terri donates her time and talents to Junior Achievement and a local crisis center.
Leslie Rojas, MBA
Insurance Specialist and Chief Compliance Officer
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, who currently attends Greenwood Elementary where Leslie volunteers. Leslie has supported the community by donating two vehicles to the Good Neighbor Garage, and giving time and talents to Craig Hospital, the Denver Dumb Friends League and The Alliance of Professional Women.
Client Experience Manager
Sammi delivers an exceptional client experience through her positive attitude and desire to make clients’ lives as efficient and easy as possible. She has an uncanny ability to anticipate the needs of clients and team members in order to keep everyone a step ahead of the game. Her desire to learn the many facets of the financial industry make her an excellent part of the Gill Capital Partners’ team. She values the relationships she has built with clients and appreciates the confidence that has been placed in her abilities.
Sammi is saving for a new home and building up her retirement account. She loves to travel, practice yoga, hike and, above all, spend time with family and friends.
Client Experience Manager
Kayla brings a passion for helping clients to clearly understand the steps necessary to meet their financial goals and bring clarity to the investment process. Her investment background allows her to provide a seamless and enjoyable experience to clients, and proves her dedication to the core value of client first.
Kayla is saving for retirement and a new home that will help keep her close to the mountains to enjoy her passions of mountain biking, hiking and snowboarding. Kayla gives back by donating her time and talents to the Food Bank of the Rockies.