We are honored the following group of professional advisors has partnered with us to share their experience and insight.

Our Professional Advisors Council includes local attorneys, financial planners and other professionals who advise their clients about financial and estate planning. This select group understands that charitable giving can be an integral and rewarding part of a financial strategy. Learn more about the Council.

Vera Divenyi

Vice President
Wealth Director BNY Mellon Wealth Management
Vera Divenyi

Vice President
Wealth Director BNY Mellon Wealth Management


Vera Divenyi is a Vice President and Wealth Director for BNY Mellon Wealth Management in the Rocky Mountain Region. Vera helps her clients create solutions to meet their goals regarding retirement, cash flow, tax, investments, and estate planning.

Prior to joining BNY Mellon, Vera was a wealth planner at a Denver-based private bank. Previously, she had an extensive career in public accounting working with Arthur Andersen and PricewaterhouseCoopers.

Vera attended the University of Puget Sound and received her JD with a tax emphasis from McGeorge School of Law, the University of the Pacific. She is a member of the California Bar and is a Certified Financial Planner®.

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Kim Eilber, JD, LL.M, CFP®

Senior Vice President & Senior Trust Officer
U.S. Trust
Kim Eilber, JD, LL.M, CFP®

Senior Vice President & Senior Trust Officer
U.S. Trust


Kim Eilber is a Senior Vice President and Senior Trust Officer with U.S. Trust, Bank of America Private Wealth Management, where she works with high net worth clients and families to help them achieve their estate, retirement and wealth management goals.

Previously, Kim was a Wealth Advisor with Northern Trust, working closely with individuals, families and their advisors on comprehensive, integrated, goals-based wealth management.

In addition, Kim was a Planning Director for Citigroup's Global Wealth Advisory Services. She was responsible for providing services to high net worth clients in five states, focusing on customized financial and estate plans. She began her career at Deloitte, where she spent five years in tax compliance and financial planning for families, trusts and small entities.

Kim is a member of the Colorado State Bar, as well as several local estate planning and philanthropic councils.

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Heidi Gassman

Attorney
Wade Ash Woods Hill & Farley, P.C.
Heidi Gassman

Attorney
Wade Ash Woods Hill & Farley, P.C.


Heidi J. Gassman is originally from Honolulu, Hawaii. She received her undergraduate degree in Linguistics from the University of Washington in 1993 and her Juris Doctor degree from Seattle University School of Law in 1996.

Heidi focuses her practice on estate planning, real property, estate and trust administration, guardianships, business formation and advising, and commercial leases and contracts. She is a member of the Denver and Colorado Bar Associations and the Orange Book Forms Committee of the Colorado Bar Association.

Heidi has presented multiple seminars on estate planning and probate to businesses and social groups, and has taught continuing education courses for professionals on commercial contracts, copyright law, and business law.

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Erin Hadary

Partner & Senior
Wealth Planner
Dunston Financial Group
Erin Hadary

Partner & Senior
Wealth Planner
Dunston Financial Group


Erin Hadary is a seasoned business professional with more than 15 years of experience in comprehensive wealth management and finance. She has expertise in raising capital, leading investor relations, managing both individual and institutional investment portfolios and philanthropic advising.

Erin is a Certified Financial Planner™ and candidate for the Chartered Advisor in Philanthropy® designation. She is a member of the Financial Planning Association, and Colorado Planned Giving Round Table.

Prior to becoming a Certified Financial Planner™, Erin served as Director of Foundations and Corporate Relations for Emory & Henry College; Director of Investor Relations for SoFi in San Francisco; and Registered Investment Advisor in private wealth management for Raymond James Financial Services.

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Craig Jones

Partner &
Managing Director
Rocky Mountain Region
The Colony Group
Craig Jones

Partner &
Managing Director
Rocky Mountain Region
The Colony Group


Craig Jones is Managing Director of The Colony Group’s Rocky Mountain Region. He thoroughly understands the complex financial issues and challenges that his clients face.

Craig served as a co-founding partner of Jones Barclay Boston, a wealth management firm, now merged with The Colony Group. He has a broad and dynamic background in finance, tax, and strategic planning developed from years of experience working at Mellon Bank, PepsiCo, Price Waterhouse, and EW Scripps.

Craig is a Certified Private Wealth Advisor® and earned a Juris Doctor and MBA from Case Western Reserve University. He earned a BS degree from Allegheny College with majors in Economics and Political Science. He is a member of the Investment and Wealth Institute, Colorado and Denver Bar Associations and Sigma Pi Phi Fraternity (The Boule). Past board positions include the Denver Metro Chamber Foundation, American Red Cross Mile High Chapter and Delta Eta Boule. He is currently a Commissioner on the board of Denver Water.

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Jeff Kadavy, JD, CTFA

President & Chief
Executive Officer
Trail Ridge Wealth Management
Jeff Kadavy, JD, CTFA

President & Chief
Executive Officer
Trail Ridge Wealth Management


With more than fifteen years in financial services, Jeff Kadavy’s professional expertise includes consulting with high-net-worth individuals regarding complex estate and financial planning needs, and administering personal and charitable trusts. He co-founded an employee-owned trust and wealth management firm.

Previously Jeff served as a Senior Vice President for a mid-sized regional bank in Denver, formerly known as Steele Street Bank & Trust, and Managing Director of Trust Services for the largest privately-held bank in the United States. He earned a Bachelor of Arts degree from Oberlin College and a law degree – with distinction – from the University Of Nebraska College Of Law. He graduated with high honors from the American Bankers Association Graduate Trust School, holds the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers, and completed the Institute for Career Advancement Needs (ICAN) Defining Leadership program.

Jeff is a member of the Rocky Mountain Estate Planning Council, the Denver Estate Planning Council, the Estate Planning Council of Southeast Denver, and is a past vice president of the Northern Colorado Estate Planning Council. In addition, he is an active member of the Colorado Bar Association Trust & Estate Section, serving on its Uniform Trust Code, Uniform Directed Trust Act, and Uniform Fiduciary Income and Principal Act subcommittees. Jeff authored the Directed Trusts chapter for the seventh edition of the Colorado Estate Planning Handbook.

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Jason Lewis, CFP®

Financial Advisor
Raymond James & Associates, Inc.
Jason Lewis, CFP®

Financial Advisor
Raymond James & Associates, Inc.


Jason is a CERTIFIED FINANCIAL PLANNER™ practitioner with thirteen years of experience as a financial advisor. He has guided numerous individuals, families and business owners through the complex process of developing and implementing strategic wealth management. His areas of expertise include investment analysis and portfolio construction, estate and tax planning, risk management, retirement and education planning, philanthropic planning, multi-generational planning and family financial education.

Jason began his career as a financial advisor with American Express Financial Advisors in 2001. He later developed and managed Lewis & Associates Financial Services, a comprehensive financial advisory firm that he successfully sold in 2010. He went on to join a multi-family office, Wanger OmniWealth, a firm that provided customized advisory solutions to ultra-high net worth families with assets above $10m. His experience led him to develop Reliance Family Offices, a multi-family office designed to oversee, manage and execute the multitude of financial goals, needs and wants of highly successful families. Immediately prior to joining Raymond James, Jason was a broker associate with LIV Sotheby’s International Realty.

Jason received his B.A. in Business at Western State Colorado University. He earned the designation of CERTIFIED FINANCIAL PLANNER™ practitioner in 2006.

He and his wife Sarah have been together for 10 years. Together, with their daughter Vivienne, they enjoy being in the outdoors, camping, and mountain biking, rafting, skiing and hiking.

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John Lischer

Shareholder
Ryley Carlock & Applewhite
John Lischer

Shareholder
Ryley Carlock & Applewhite


John concentrates his practice in estate planning, estate and gift taxation, and trust and estate administration. He is a frequent lecturer on estate planning, estate administration and charitable giving.

John has worked at Ryley Carlock & Applewhite for most of his career. He managed the firm's offices in Scottsdale and Sun City during many of those years. Previously, John served as Managing Shareholder of his own law firm, Lischer, Batts & Lyons, P.C.

Before joining Ryley Carlock & Applewhite in 1970, John served as a Law Clerk to Justice Lorna E. Lockwood of the Arizona Supreme Court.

John has a B.A. from Grinnell College (Phi Beta Kappa) and a J.D. from the University of Michigan. He is a fellow of the American College of Trust and Estate Counsel (ACTEC).

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Julia McVey

Founder
Attorney at Law Julia McVey, P.C.
Julia McVey

Founder
Attorney at Law Julia McVey, P.C.


Julia McVey received her law degree from the University of Denver College of Law in 1991. She is an elected Fellow of ACTEC (The American College of Trust and Estate Counsel). She has been a member of the Colorado and Denver Bar Associations and is a member and past chair of The Rocky Mountain Estate Planning Council. Julie is an active member of the Trust and Estate Section of the Colorado Bar Association participating in various committees, having served as a Council Member of the Section as well as serving as Co-Editor of the Colorado Estate Planning Handbook. She is a frequent lecturer for the Bar Association’s continuing legal education courses.

Julie is committed to giving back to the community as well. In that regard, she was a founding Partner and former Steering Committee Member of Social Venture Partners (SVP-Denver), a donor-advised fund affiliated with the Denver Foundation. She is past Chair and Board member of Denver SCORES, a nonprofit organization which provides an after school creative writing/soccer program for elementary students in the northwest Denver area. Julie is presently a Board member of GuateStar, a 501c3 organization formed to assist the indigenous population of Guatemala with educational, spiritual and community projects.

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Dan Morris

Investment Advisor Representative
Eagle Strategies LLC
High Point Financial Group, LLC
Dan Morris

Investment Advisor Representative
Eagle Strategies LLC
High Point Financial Group, LLC


Daniel Morris is a Financial Adviser with Eagle Strategies, LLC, offering to his clients the dedication and commitment required of an entrepreneur. He bought his first investment property at age 19, and completed a Bachelor’s of Science degree in Finance at Northern Illinois University.

Daniel has worked as a business owner with partners and a large base of employees. Due to that experience, he understands the demands on time and the need for advanced planning required of his business-owner clients. Daniel focuses his efforts with these clients on addressing their needs concerning their business and its future, retirement planning, and legacy.

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Andy Pahl

Assistant Vice President
Senior Portfolio Advisor
Financial Advisor
Merrill Lynch Global Wealth and Investment Management
Andy Pahl

Assistant Vice President
Senior Portfolio Advisor
Financial Advisor
Merrill Lynch Global Wealth and Investment Management


Andy Pahl runs a wealth management team in Denver, Colorado. His mission is to forge genuine relationships that establish trust and help clients achieve their goals. His commitment to clients is based on three core principles: experience and knowledge, a dedicated approach and genuine care.

Merrill Lynch has provided an opportunity for Andy to provide not only a more unique investment spectrum, but solutions to help in all aspects of clients’ financial affairs. With a deep and broad knowledge of the spaces clients live and work, Andy develops a complete understanding of their clients, their business, families, and their intentions for their wealth.

Andy also has an unwavering focus on client objectives, promising swift implementation of innovative strategies.

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Charlie Rhoades

Wealth Advisor
Pinnacle Wealth Management
Charlie Rhoades

Wealth Advisor
Pinnacle Wealth Management


Charles E. Rhoades II is an advisor with nearly 10 years of experience in financial services. Charlie joined the Pinnacle Wealth Management Team in 2017. He values building strong client relationships to enhance comprehensive financial planning. Most of all, he loves helping people.

Charlie received his BA in Business Communications from the University of Kansas in 2003. After graduation Charlie moved to Denver as a volunteer teacher to help start Arrupe Jesuit High School in Northwest Denver. When he transitioned into the Financial Services Industry in 2007, he knew he had found his true calling.

Charlie is an active member of the community and serves on the Junior Board and Development Committee of Denver Urban Scholars. He is also an Eagle Scout from Troop 91 in Prairies Village Kansas.

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Leslie Schaus, CPA, MT

Director
Stratagem CPA
Leslie Schaus, CPA, MT

Director
Stratagem CPA


Leslie Schaus has worked both in private industry and as a CPA in public practice. She began her career in accounting, serving as a Controller for a wholesale distributor while working on her MBA at Regis University. Leslie entered public accounting with a small boutique firm specializing in real estate development clients. Later she joined a large Denver firm while obtaining her Masters in Tax from the University of Denver. After opening an accounting firm with several other colleagues, Leslie branched off and formed her own CPA firm in 2001.

Leslie has served on numerous committees with the Colorado Society of CPAs, as well as on various subcommittee boards, including The Women’s Foundation, SafeHouse Denver, The Denver Foundation and Foothills Academy. She is a current member of the Colorado Society of CPAs and the American Institute of CPAs and their Taxation Division. She has served as an expert witness in Denver, Douglas, and Arapahoe counties as well as the US Bankruptcy Courts.

Leslie is a recipient of the 2015 and 2016 Five Star Certified Public Accountant Award.

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