OUR TEAM
Brannon Hertel, AIF®
Financial Planner and Owner
As a financial advisor and planner for more than a decade, I focus on managing my clients’ overall financial health by providing a comprehensive, integrated financial plan. I want to make sure we address each client’s most important long-term financial goals and needs and implement an investment portfolio that is closely tied to the financial plan. Prior to working in financial services, I was a teacher for many years. My passion for education continues in financial services, as I make sure my clients understand what we are doing and why.
I live in Littleton with my wife, Cheryl, and our dog, Luna. We have four (mostly) grown children, three of whom are in college and one who is in the Air Force. When I’m not at the office, you might find me at a concert, on the golf course, ski slopes, or traveling with Cheryl. I am an avid Kansas Jayhawks basketball, Broncos, Avalanche and Rockies fan. One unusual note about me—I played collegiate racquetball (yes, that’s a thing).
Sydney Herman
Client Services Manager
As a financial assistant, I truly enjoy helping clients stay on track with their financial goals and feel confident about their future.
Before stepping into the financial world, I worked as a legal assistant at a family law firm where I gained appreciation for supporting people through life’s important moments. I graduated from MSU Denver with a Bachelor of Science in Criminal Justice and a Minor in Psychology. While I may be finished with school, I’m always looking for new ways to learn and grow.
I currently live in Englewood with one of my childhood best friends, our three cats and a bird. When I’m not in the office, you can find me spending time with friends and family, singing my heart out at karaoke, getting lost in a good book or dabbling in new hobbies, even if I’m not always great at them.
Christine Wilson
Communications Manager
I’ve worked in financial services for over 35 years, ranging from mutual funds to retirement accounts and banking. I have extensive experience in management, project management, technology, operations, client services, and corporate training. Through these roles, I’ve managed communications for teams, individuals, executives, and corporate entities. I thrive on providing structure and organization to help others achieve their goals. Prior to the corporate world I studied, performed, and taught ballet in Denver and New York City.
I grew up on the west side of Denver in Lakewood and Golden. My husband, Mike, is a true Colorado native, raised in Colorado Springs. We enjoy spending time with our son, an electrician, and daughter, a professional ballet dancer. We enjoy travel, theatre, good food, and beautiful sunsets!