Wealth Management

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Our Investment Team

The team of professionals working within Alpine Bank Wealth Management represents over 150 years of experience in banking and financial management. This outstandingly diverse group of managers and associates comprises the largest and most comprehensive trust and wealth management establishment in western Colorado. They are equipped to handle the full spectrum of your family’s financial needs during your lifetime and beyond.

When you join Alpine Bank Wealth Management, you secure a team dedicated to you and your satisfaction. At least two professionals are assigned to every client relationship. One person has primary responsibility, but both are equally familiar with your account. This continuity distinguishes Alpine from others and attributes to long-lasting client relationships.


 

Adam Dentlinger, MBA, CTFA - Regional President

Andrew A. Karow
Chief Digital Officer
Wealth Management Investment Committee Chairman

Email:  
Phone:   970-245-5627
Address:   225 North 5th Street - Grand Junction, CO 81501
    PO Box 1150 - Grand Junction, CO 81502
 
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Andrew Karow is a member of the executive leadership team at Alpine Bank and is responsible for the direction of Alpine Bank Wealth Management and the universe of electronic services associated with financial services within the company. Andrew joined Alpine Bank in 1996 and has acquired over 20 years of expertise in retail bank management, commercial lending, credit policy/underwriting and leadership development. His experience and accomplishments led him to the position of chairman of the Alpine Bank Wealth Management investment committee. In this role, he oversees all aspects of investments, operations and client services. He earned a Bachelor of Science degree from the University of Wisconsin, an MBA from the University of Denver and attended the Graduate School of Banking at the University of Wisconsin.


 

Gena Cooper, MBA - Vice President

Gena Cooper, MBA
Senior Vice President

Email:  
Phone:   970-986-3705
Address:   1660 Highway 92 - Delta, CO 81416
 
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Gena Cooper joined Alpine Bank in 2000 as a client relationship officer in Wealth Management serving in the Roaring Fork Valley. In her tenure with the department, Gena has worked in client management and development, employee benefit organization and administration, management of the administrative staff and oversight of Alpine Bank’s employee stock ownership plan and 401(k). She serves clients throughout all regions of western Colorado and beyond. Her expansive career also includes sales and human resources management in the insurance and business supply industries. Gena earned a Bachelor of Science degree at the University of Colorado, Boulder and an MBA from San Diego State University.

 

Kathryn Herzog - Senior Vice President

Kathryn K. Herzog
Senior Vice President

Email:  
Phone:   970-245-2023
Address:   225 North 5th Street - Grand Junction, CO 81501
  PO Box 1150 - Grand Junction, CO 81502
   
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A veteran of the department, Kathy returns to the bank from semi-retirement to assist the staff and business development team as it grows and expands into new and existing markets. Kathy brings expertise in client and investment management, sales and marketing, charitable giving and strategic planning. Her many years of management and leadership in both the financial industry and higher education make her uniquely qualified to mentor and guide the officer team in an exciting period of growth. In addition to wealth management, her background includes leadership positions in retail banking, bank marketing, university development and fundraising. She is a graduate of Ohio University and many professional schools and programs.

 

Kevin Haggerty - Vice President

Kevin P. Haggerty
Vice President

Email:  
Phone:   970-261-8206
Address:   215 St. Paul St. Ste. 100 - Denver, CO 80206
 
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Kevin Haggerty brings to Alpine Bank Wealth Management a wide-ranging management background in multiple industries, and most recently comes from the financial planning and investment advisory business. A Grand Junction native, Kevin spent over 13 years in grocery store management before joining Mesa Systems as general manager and eventually partner/owner and CEO. His experience running and owning a business equips him to work with clients on strategies for wealth accumulation through personal and professional estate protection. A seasoned professional, Kevin has been in management positions for 29 years since his graduation from Grand Canyon University. He primarily oversees business development and client management in the Denver area.

 

Dan McCaslin - Vice President

Dan McCaslin
Vice President

Email:  
Phone:   970-384-3239
Address:   2200 Grand Avenue - Glenwood Springs, CO 81601
 
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Dan McCaslin has been with Alpine Bank since 2007 and has worked in commercial lending and retail bank management prior to joining the Wealth Management team. His broad range of financial and banking experience provides the perfect background to counsel clients in all aspects of their banking and investment needs. He serves all Alpine Bank markets along the I-70 corridor from Battlement Mesa to Summit County, as well as the Steamboat Springs market. In addition, he serves as the point person and in-house expert for clients with annuities. Dan has a Bachelor of Arts degree in business administration from Colorado Mesa University.

 

Amanda Miller - Wealth Management Officer

Amanda Miller
Assistant Vice President

Email:  
Phone:   970-245-5627
Address:   225 North 5th Street - Grand Junction, CO 81501
    PO Box 1150 - Grand Junction, CO 81502
 
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Amanda Miller oversees client management and development in the Grand Junction region. She joined the department in 2008 and has built an extensive background in wealth management. She serves as the department’s employee benefit specialist, assisting many corporate clients with plan setup and details of their employee retirement accounts. In addition, she has managed department operations and served as an account administrator. Amanda is a graduate of Colorado Mesa University with a Bachelor of Arts degree in business and marketing and is a Registered Para Planner.

 

Melissa Matlock - Management Trainee

Melissa Matlock
Wealth Management Officer

Email:  
Phone:   970-254-2031
Address:   225 North 5th Street - Grand Junction, CO 81501
    PO Box 1150 - Grand Junction, CO 81502
 
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Melissa Matlock has more than six years of experience in the investment field, and prior to joining Alpine Bank Wealth Management, she lived and worked in the Dallas/Ft. Worth area. There, Melissa worked extensively in developing financial plans for a diverse group of clients and worked with teams of bankers and business specialists to expand and enhance financial relationships with clients. Melissa has earned several financial certifications including the Series 7 General Securities Representative designation. As a graduate of the University of Texas, Austin with a Bachelor of Science in communication studies, Melissa is serving clients and developing new business in Glenwood Springs and throughout the Roaring Fork Valley.
 

 

Austin Hastings - Alpine Bank Wealth Management

Austin Hastings
Management Trainee

Email:  
Phone:   970-254-2761
Address:   225 North 5th Street - Grand Junction, CO 81501
    PO Box 1150 - Grand Junction, CO 81502
 
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Austin Hastings joined Alpine Bank Wealth Management in 2015 as an intern and matriculated into the management trainee program in May 2017. As a management trainee, Austin is learning all aspects of the wealth management business including operations, client management and investment analysis. He completed a Bachelor of Business Administration degree with dual concentrations in finance and economics from Colorado Mesa University.

 

Daniel S. Vogel, CPA - Certified Public Accountant

Daniel S. Vogel, CPA
Certified Public Accountant

Email:  
Phone:   970-257-5924
Address:   225 North 5th Street - Grand Junction, CO 81501
    PO Box 1150 - Grand Junction, CO 81502
 
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Dan Vogel joined the Alpine Bank Wealth Management team in 2014 after spending 30 years in public accounting. He has extensive knowledge and experience with trusts, estate planning and compliance, and he works with clients in individual tax planning. He has also worked with many nonprofit organizations over the years, helping them with accounting and tax compliance problems. Dan has a Bachelor of Science degree in accounting from Colorado Mesa University and is a Certified Public Accountant.

 

Sarah Graff - Operations Supervisor

Sarah Graff
Operations Supervisor

Email:  
Phone:   970-245-5627
Address:   225 North 5th Street - Grand Junction, CO 81501
    PO Box 1150 - Grand Junction, CO 81502
 
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Sarah Graff supervises and oversees all operations activities within the department. In addition, she serves as a key member of the investment team, responsible for departmental trading and assisting with portfolio design. Sarah has over seven years of banking experience, beginning with Alpine Bank in customer service. She earned a Bachelor of Arts degree from Colorado Mesa University in 2007 and is matriculating toward a Bachelor of Arts degree in accounting from Colorado State University-Global.

 

Tedi Hayden - Client Service Associate

Tedi Hayden
Client Service Associate

Email:  
Phone:   970-245-5627
Address:   225 North 5th Street - Grand Junction, CO 81501
    PO Box 1150 - Grand Junction, CO 81502
 
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Tedi Hayden has over nine years of banking experience and prior to joining Alpine Bank Wealth Management in August 2014, she was a customer service representative in a retail financial institution. She serves as a primary contact for many clients, managing their needs and requests which include trading orders and orchestrating distributions.

 

Felicia Ramirez - Client Service Associate

Felicia Ramirez
Client Service Associate

Email:  
Phone:   970-245-5627
Address:   225 North 5th Street - Grand Junction, CO 81501
    PO Box 1150 - Grand Junction, CO 81502
 
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Felicia Ramirez provides a full range of support to the clients, responding to daily requests as well as ongoing account needs including trading and distributions. Felicia joined Alpine Bank Wealth Management in 2014 bringing with her 10 years of experience in the banking industry. Felicia’s expertise includes management, new accounts, consumer loans, compliance, staff training, customer relations and business and development. Felicia graduated with a Bachelor of Arts in business administration from Colorado Mesa University in 2009.

 

Chelsey Johnson - Client Service Associate

Chelsey Johnson
Client Service Associate

Email:  
Phone:   970-245-2034
Address:   225 North 5th Street - Grand Junction, CO 81501
    PO Box 1150 - Grand Junction, CO 81502
 
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Chelsey Johnson serves as a primary contact for clients, managing daily requests and the ongoing maintenance of accounts. Chelsey has eight years of banking experience in multiple positions focusing on customer service and working with a diverse customer base. Before joining the Wealth Management team, Chelsey worked on the commercial side of Alpine Bank as a teller and customer service representative.

 

Sadie Groff - Client Service Associate

Sadie Groff
Client Service Associate

Email:  
Phone:   970-245-2031
Address:   225 North 5th Street - Grand Junction, CO 81501
    PO Box 1150 - Grand Junction, CO 81502
 
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Sadie Groff has worked over 15 years in the financial industry, providing customer service and operational support. Prior to joining Alpine Bank Wealth Management, she worked in the investment industry in Southern California and North Texas areas. Sadie earned a Bachelor of Arts degree in business administration, with a concentration in management, from California State University, Fullerton. She serves as a primary contact for clients, helping with requests, reporting and trading.

 

Mitzi Gurule - Operations Associate

Mitzi Gurule
Operations Associate

Email:  
Phone:   970-245-5627
Address:   225 North 5th Street - Grand Junction, CO 81501
    PO Box 1150 - Grand Junction, CO 81502
 
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Mitzi Gurule brings years of well-honed operations experience to the Alpine Bank Wealth Management team. Prior to joining Alpine Bank in 2015, she was an office administrator for a pediatric eye surgeon and also participated in managing a family business. Mitzi works in the reconciliation of daily work and the recordkeeping of client accounts.

 

 

 Products of our Wealth Management service are not FDIC insured, may lose value, and are not bank guaranteed.

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