Broker Check

Team

Since 1996, Dan has been involved with helping clients grow and preserve their family’s wealth. He founded pi Wealth Management in 2010 to become a Family CFO to a select group of clients. After working as a tax accountant with...

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Ryan Gunther

LPL Financial Advisor

(801) 770-0622

(801) 770-4355

As a Financial Advisor for LPL Financial, Ryan Gunther’s whole focus is the following: Help clients plan and prepare for the retirement they want. Retirees are living longer nowadays, and a nest egg may need to have the capacity...

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Michael F. Kwak, CFP®

LPL Investment Advisor Representative

(303) 337-9042

(303) 337-9045

Mike is an 18 year Financial Services Professional; he earned his Certified Financial Planning designation in “2007”. Prior to entering the Financial Services Industry, Mike devoted 20 years to Automotive Service Management...

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Brett Asay

LPL Financial Advisor

(303) 337-9040

(303) 337-9045

With over 20 years experience in business, brand management and healthcare administration in the field of aging services, Brett has an excellent foundation for his work as a financial advisor. Brett graduated from the University of...

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Debi Hayne

Office Manager

(303) 337-9040

(303) 337-9045

Tiffany Alonzi

LPL Registered Administrative Assistant

(303) 337-9040

(303) 337-9045