Alpine Bank Wealth Management

Darla Daniel, J.D.

President
Director of Wealth Management

Darla Daniel

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.

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.

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What 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.

We’re an independent Colorado company, a division of Alpine Bank, and we have the flexibility to choose from the universe of world-class investment options. 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

  • Trust investment management
  • Trust administration
  • 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.

Client Letters

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Meet Your Team

Management

Click on a team member for biographies.

Darla Daniel

Darla Daniel, J.D.

President
Director of Wealth Management Serving Denver Metro and the Front Range

Amanda J. Miller

Amanda J. Miller, CTFA

Senior Vice President
Serving Mesa County

Leonard Rice

Leonard Rice, CFA®

Senior Vice President

Daniel Vogel

Daniel S. Vogel, CPA

Vice President
Tax and Finance Manager

Breanna Bachmann

Breanna Bachmann, CIS I

Assistant Vice President
Operations Manager

Trust Officers

Click on pictures for biographies.

Amanda J. Miller

Amanda J. Miller, CTFA

Senior Vice President
Serving Mesa County

Kathryn Porter

Kathryn Porter, J.D.

Senior Vice President, Senior Fiduciary Officer
Serving Boulder County

Matt Michalski

Matt Michalski

Vice President
Serving Summit, Routt, Eagle and El Paso Counties

Melissa Knutson

Melissa M. Knutson, CFP®, CTFA

Vice President
Serving Garfield, Pitkin and Eagle Counties

Jennifer Hawley, CRPP®

Jennifer Hawley, CRPP®

Assistant Vice President
Serving Mesa, Delta, Montrose and Ouray Counties

Tricia Lawson

Tricia Lawson

Assistant Vice President
Serving Denver Metro and the Front Range

Fernando Masferrer

Fernando Masferrer

Officer Trainee
Serving Garfield, Pitkin and Eagle Counties

Investments

Click on pictures for biographies.

Leonard Rice

Leonard Rice, CFA®

Senior Vice President

Daniel Wiggins, MBA

Daniel Wiggins, MBA

Assistant Vice President

Jacob Going

Jacob Going, CFA®

Assistant Vice President
Investment Officer

Tedi Hayden

Tedi Hayden

Head of Trade Operations

Client Support

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Sunny J. Pulliam, CIS, CIC II

Sunny J. Pulliam, CIS, CIC II

Client Support Associate Supervisor

Hailee Jackson

Hailee Jackson

Relationship Manager
Client Support Associate IV

Beth Powling

Beth Powling

Client Support Associate III

Blake Keetch, CIS I

Blake Keetch, CIS I

Client Support Associate II

Rebecca Ehlen

Rebecca Ehlen

Client Support Associate II

Rochelle Obechina

Rochelle Obechina

Client Support Associate II

Sally Silliman

Sally Silliman

Executive Assistant

Natalie Schafer

Natalie Schafer

Client Support Associate II

Operations Team

Click on pictures for biographies.

Breanna Bachmann

Breanna Bachmann, CIS I

Assistant Vice President
Operations Manager

Viri Rivas-Cordova

Viri Rivas-Cordova

Operations Associate Supervisor

Jami Gribble

Jami Gribble

Operations Associate III

Ryan Aiken

Ryan Aiken

Operations Associate III

Kyler Hanson

Kyler Hanson

Operations Associate II