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Office news

Congratulations!
Client Experience Manager,
Kayla Benjamin is now a Certified Financial Planner™. Kayla passed her exam in March and will begin putting her knowledge to work with clients in the coming months.

Also, Leslie Rojas & Chad Wanger were invited to become partners this year!

We are excited to welcome Paul Lambert, CFP®, Ray Schickling and Traci Sarmiento to the Gill Capital Partners Team. They joined the team in March through our merger with Cherry Street Partners.

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Save the Date | Client Appreciation Event

Come celebrate with us and
“give back” to your favorite charity at a Casino Night at the Vehicle Vault Museum in Parker, CO.

September 6th, 6pm - 10pm.

RSVP to
ebeierschmitt@gillinvest.com

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Save the Date | Educational LUNCHEONS

Our economic & market speaker this year is Alex Dryden from J.P. Morgan. Alex will get us up to speed on the markets on Tuesday, June 18th at 11:30 at the Denver Country Club.

Candace Tse from Goldman Sachs will discuss the increasing value of women in the global economy on Thursday, October 3rd at 11:30 at the Denver Country Club.

RSVP to
ebeierschmitt@gillinvest.com 

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Annual Report

Take a look at Gill Capital Partners’ 2018 Annual Report. Learn more about our investment philosophy, what’s new with our signature software for financial planning, our firm happenings in 2018, and what’s on the horizon for 2019.

 

From the Blog