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At Alpine Bank Wealth Management, our success depends upon a detailed understanding of each of our clients. We strive to be much more than an asset management firm, corporate trustee and fiduciary. We aim to be a trusted confidant and lifelong partner, here to help you negotiate the ever-changing financial marketplace.

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About Alpine Bank Wealth Management

How We Work

The backbone of our strategy is an in-depth consultation and review process, allowing us to understand your situation: your goals, risk profile, timeline, family dynamics and tax considerations. Working together, we will develop a personal financial strategy – based on your lifestyle and financial needs. With our shared vision of your financial objectives, we can respond to any changes to your circumstances or in the markets. We can help you stay on track.

We will always provide

  • Efficient, diversified exposure to a broad range of global asset classes
  • Vigilant and systematic rebalancing
  • Direct access to your investment manager
  • Face-to-face interaction and collaboration
  • Total fee transparency, based on assets under management
  • A disciplined process designed to temper emotional reactions to market dynamics

Our investment philosophy

We believe in the markets, and we believe in capitalism. Over time, both will generate profits for committed investors. We also know that diversification works--spreading a portfolio across a range of asset classes reduces risk. Most importantly, we believe in discipline. Investing must be done via an objective and unemotional process. Markets sometimes work in unpredictable ways. We believe your investment advisor should not.

Successful long-term investing rarely depends on stock picking or market timing. We construct portfolios to harness the power of thousands of stocks, bonds and alternative investments from around the world, employing broad diversification to mitigate potential catastrophic downside outcomes.

Specialized services

  • Investment management
  • Trust management
  • Custodial services
  • Financial lifestyle management (bill paying, home and financial management)
  • Estate management
  • Individual retirement accounts (SEP, Individual and Roth IRAs)
  • Employee benefit accounts (401(k), defined benefit, defined contribution plans)
  • Endowment management for charitable institutions
  • Tax management and reporting

What makes us different

As a corporate trustee and fiduciary, we are held to the highest standard of any investment advisor. The degree of oversight protecting your interests includes internal and external audits, FDIC and Colorado Division of Banking annual exams, committee governance and adherence to a sound and tested investment policy.

We are an independent company, a division of Alpine Bank. As a privately owned company, we have the flexibility to choose from the universe of world-class investment firms. Our team of investment professionals uses a consistent, fundamentally sound investment strategy.

But it is the culture and the day-to-day experience that really sets us apart from the rest. Our entire staff is committed to the same goal – our clients’ best interests are at the heart of everything we do.

Meet Our Team

The team of professionals at Alpine Bank Wealth Management (ABWM) represents over 300 years of combined 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 and on the Front Range. We are equipped to handle the full spectrum of your family’s financial needs during your lifetime and beyond.

When you join ABWM, you secure a team dedicated to you and your satisfaction. An experienced group of professionals works with each client. One person has primary responsibility, but all are equally familiar with your account. This continuity distinguishes Alpine from others and contributes to long-lasting client relationships.

Click on pictures for biographies.

Photo of Tim Kenczewicz

Tim Kenczewicz, J.D.


Photo of Brian F. Fraser

Brian F. Fraser, MS, CFA®

Senior Vice President
Director of Investments

Photo of Dan McCaslin

Dan McCaslin, CFP® 

Senior Vice President/Director of Sales
Client Executive

Photo of Kathryn Porter

Kathryn Porter, J.D.

Senior Vice President
Senior Fiduciary Officer

Photo of Leonard Rice

Leonard Rice, CFA®

Senior Vice President
Senior Investment Officer

Photo of Jesse Bopp

Jesse Bopp, J.D.

Vice President
Client Executive

Photo of Darla Daniel

Darla Daniel, J.D.

Vice President
Trust Counsel

Photo of Kevin P. Haggerty

Kevin P. Haggerty

Vice President
Client Executive

Photo of Lisa Isaacson

Lisa Isaacson, CPA/PFS, CFP®

Vice President
Client Executive

Photo of Melissa M. Knutson

Melissa M. Knutson, CFP®

Vice President
Client Executive

Photo of Matt Michalski

Matt Michalski

Vice President
Client Executive

Photo of Amanda Miller

Amanda Miller

Vice President
Client Executive

Photo of Sarah Graff

Sarah Graff, CFIRS ™

Assistance Vice President
Director of Operations

Photo of Austin Hastings

Austin Hastings

Investment Officer

Photo of Daniel S. Vogel

Daniel S. Vogel, CPA

Tax and Financial Manager

Photo of Jennifer Hawley

Jennifer Hawley

Relationship Manager

Photo of Tedi Hayden

Tedi Hayden

Relationship Manager

Photo of Chelsey Johnson

Chelsey Johnson

Relationship Manager

Photo of Felicia Ramirez

Felicia Ramirez

Relationship Manager

Photo of Lyndsay Jammaron

Lyndsay Jammaron

Client Service Associate

Photo of Zida Nicolas

Zida Nicolas

Client Service Associate

Photo of Sunny J. Pulliam

Sunny J. Pulliam

Client Service Associate

Photo of Jillian Velasquez

Jillian Velasquez

Client Service Associate

Photo of Breanna Kendrick

Breanna Bachmann

Operations Associate IV

Photo of Bridget Pietak

Bridget Pietak

Operations Associate III

Photo of Viri Cordova

Viri Rivas-Cordova

Operations Associate III

Photo of Lori Bachmann

Lori Bachmann

Marketing Associate

Quarterly Investment Update


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