Based in Denver and Frisco, CO, our team is deeply rooted in the communities where we live and work. At the same time, our diverse experiences and personal networks span across the country, enabling us to serve clients wherever they call home. We combine deep expertise with a commitment to helping clients achieve their goals, building trusted relationships founded on loyalty and care.
FINANCIAL ADVISOR
SENIOR DIRECTOR-INVESTMENTS
Susan Mitchell brings decades of experience and a passion for helping clients achieve their life goals. Recognized for her expertise in technical analysis and point-and-figure charting, Susan integrates these tools with fundamental analysis and client-specific insights to craft tailored financial strategies.
She holds the Certified Financial Planner (CFP) designation from the Certified Financial Planner Board of Standards Inc. As a Certified Financial Planner, and market maven, Susan brings unique skills and credentials to her process. Known for her empathetic approach and exceptional listening skills, she has built long-term, trusted relationships with individuals, families, and independent business owners.
Born in Brooklyn and now based in Colorado, Susan enjoys traveling, hiking, cycling, and long walks with her dog, Maise. Whether navigating markets or mountains, Susan is a steadfast partner in achieving success.
BRANCH MANAGER
EXECUTIVE DIRECTOR-INVESTMENTS
Jamie Haass combines resourceful thinking with a commitment to guiding clients through complex financial decisions. With a “safety-first” philosophy, Jamie helps families, medical practices, independent businesses, and family foundations grow and preserve their wealth.
In addition to being a financial advisor, Jamie’s role as Branch Manager has led him to work with a wide variety of clients and mentor many successful advisors.
Jamie builds trusted, long-term relationships by crafting personalized strategies that address each client’s unique goals and challenges. His adaptable approach empowers clients to make confident financial decisions.
A Wyoming native now based in Colorado, Jamie enjoys skiing, cycling in the Rockies, and pursuing creative real estate development projects that deliver tangible value.
FINANCIAL ADVISOR
Alexandra Haass is dedicated to helping clients understand the “why” behind their financial goals and creating strategies that align with their bigger life picture. She believes that one size does not fit all, and her approach ensures her clients are positioned for success as life and markets evolve.
With a background in recruitment, product management, and building businesses in the tech sector, Alexandra brings resourcefulness and agility to solving complex financial challenges.
A Colorado native, Alexandra values building trusted relationships within her community while drawing on her diverse experiences in Nashville, Cape Town, and New York City. Outside of work, she enjoys skiing, cycling, trail running, and hosting dinner parties that bring friends and family together.
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