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Category Archives: Staff

Welcome interns!

Meet our newest interns…

Jennifer Baham Earns CFP® Certification

Congrats Jen!!

Harbor Volunteer Day

Puppies and the Humane Society of Boulder Valley

Harbor Welcomes Denise Givens

Meet our new Office Manager

Elyse Quoted in WSJ

Elyse Foster, CFP® was recently quoted in The Wall Street Journal’s article “Talk Is Cheap: Automation Takes Aim at Financial Advisers – and Their Fees”

Elyse moderator at Private Wealth Forum

Opportunistic Alternative Investing

1st Annual Employee Volunteer Day

puppies, did someone say puppies?

Megan Miller has earned CDFA® Accreditation

Congratulations Megan!

Elyse’s new board position with HSBV

Humane Society of Boulder Valley Board of Directors

Megan Miller Promoted to Chief Investment Officer