Alpine Bank Wealth Management

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.

Online Portfolio Login

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

  • 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.

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.

Darla Daniel

Darla Daniel, J.D.

Director of Wealth Management
Senior Vice President

Kathryn Porter

Kathryn Porter, J.D.

Senior Vice President
Senior Fiduciary Officer

Leonard Rice

Leonard Rice, CFA

Senior Vice President
Investment Department Officer

Amanda J. Miller

Amanda J. Miller, CTFA

Senior Vice President
Trust Officer

Daniel Vogel

Daniel S. Vogel, CPA

Vice President
Tax and Finance Manager

Jesse Bopp

Jesse Bopp, J.D.

Vice President
Trust Officer

Melissa Knutson

Melissa M. Knutson, CFP®

Vice President
Trust Officer

Matt Michalski

Matt Michalski

Vice President
Trust Officer

Gregory Rosenblum, J.D., CTFA

Gregory Rosenblum, J.D., CTFA

Vice President
Trust Officer

Daniel Wiggins

Daniel Wiggins

Assistant Vice President
Investment Officer

Breanna Bachmann

Breanna Bachmann, CIS I

Operations Officer
Operations Manager

Brooke Sanfilippo

Brooke Sanfilippo

Investment Officer

Jacob Going, CFA

Jacob Going, CFA

Investment Officer

Jennifer Hawley

Jennifer Hawley

Trust Officer

Sunny J. Pulliam, CIS I

Sunny J. Pulliam, CIS I

Client Support Associate Supervisor

Beth Powling

Beth Powling

Client Support Associate III

Hailee Jackson

Hailee Jackson

Relationship Manager
Client Support Associate IV

Jillian Velasquez

Jillian Velasquez

Client Service Associate II

Martin Newman

Martin Newman

Client Support Associate II

Rebecca Ehlen

Rebecca Ehlen

Client Support Associate II

Tedi Hayden

Tedi Hayden

Head of Trade Operations

Viri Rivas-Cordova

Viri Rivas-Cordova

Operations Associate Supervisor

Jami Gribble

Jami Gribble

Operations Associate II

Joel Brown

Joel Brown

Operations Associate II

Ryan Aiken

Ryan Aiken

Operations Associate II

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