MIKE A. SILVA JR., CFP®, AIF®, MBA
Investment Advisor

Mike is a CERTIFIED FINANCIAL PLANNER® professional who draws on his background in coaching and education to help clients pursue their goals and improve their quality of life. He is passionate about building lasting relationships where trust and understanding sit at the core of every interaction. Mike believes that relationships and processes alike can be strengthened through communication that is positive, empathetic, and strategic communication that leaves people feeling empowered to take action for their future. His personal philosophy is simple: “coach the positive!”  

Mike found his way to financial services after a career as a professionally competitive skydiver and wind tunnel (indoor skydiving) operator. As a competitor, he became a world record holder for the largest free-fly formation and a nine-time U.S. National Champion in formation skydiving. That world demanded sharp decision-making and constant attunement to people’s emotions and comprehension—skills he now brings to every client conversation, explaining complex concepts clearly while helping clients feel confident about what lies ahead. 

A dedicated lifelong learner, Mike recently earned his CERTIFIED FINANCIAL PLANNER® certification and holds the Accredited Investment Fiduciary® (AIF®) designation, along with the Series 6, 63, 65, and SIE registrations. He earned his MBA with a focus in entrepreneurship and completed his undergraduate degree in hospitality management at the University of Nevada, Las Vegas. He continues to pursue additional education and credentials to ensure his clients benefit from evolving, effective financial strategies.

Service to others has shaped Mike since he earned the rank of Eagle Scout, Scouting’s highest honor. Today he is an active member of the Rotary Club of Minnetonka, where he is proud to make an impact close to home through the club’s focus on supporting and developing the youth of the community. He also participates in charities such as Mustaches for Kids Twin Cities, which gives back locally to kids in need. Mike’s approach to both his work and his community reflects Rotary’s Four-Way Test of the things we think, say, or do: Is it the truth? Is it fair to all concerned? Will it build goodwill and better friendships? Will it be beneficial to all concerned?   

Mike lives in Minnetonka, Minnesota, with his wife, Alissa, and their Brussels Griffons, Burt and Beulah. In his free time he enjoys skydiving, flying in the wind tunnel, rock climbing, cooking, aviation, lake life, boating, wake surfing, video games, building/programming/racing drones, and learning new skills.

 

 
 
 

MARC BENNETT, AIF®
Investment Advisor

Marc is an accomplished Energy Infrastructure Consultant and now Financial Planner based in Denver, Colorado. With a Doctorate in Audiology specializing in Hearing and Balance, Marc brings a unique and diverse blend of expertise to his role. He has lived in 8 States!

As an Energy Consultant, Marc excelled in project management. Acting as the central point of communication, he ensured smooth coordination among stakeholders, keeping projects on track and everyone informed throughout the entire lifecycle.
Marc’s background as an Audiologist enhances his diagnostic abilities, allowing him to identify and address complex issues effectively. His experiences include guiding patients through challenges and providing them with strategies to improve their quality of life.

Currently serving as a financial planner at GWS&A, he manages diverse financial planning scenarios, from cultivating client relationships to delivering tailored strategies that meet individual needs. Collaborating closely with firm partners, he champions financial literacy education as a valuable benefit for employers to offer their employees. His role is multifaceted, encompassing client management, strategic financial planning, education, product expertise, and thorough documentation. Engaged in both high-level strategy and day-to-day operations, he positions himself as a trusted financial partner, dedicated to helping clients achieve their financial goals.

Outside of work, Marc enjoys staying active with gym sessions, occasional bouldering, and snowboarding. He's also an avid College football fan and a member of the Referrals Partners Denver networking group. When it comes to leisure, Marc's interests range from media marathons to indulging in exotic cuisines with good company or lending a helping hand whenever needed. And if you're up for it, he might just take you on a hike with the promise of a brewery visit afterwards!

 

 
 
 

TERRI PROPP, CFP®, CDFA®
Investment Advisor

Terri is a CERTIFIED FINANCIAL PLANNER® professional and Senior Wealth Advisor at Global Wealth Strategies & Associates (GWS&A), bringing over 20 years of experience in the financial services industry. Terri has built her career on a foundation of educating and empowering clients—particularly women navigating major life transitions such as retirement or divorce—with clarity, confidence, and strategic guidance.

Her career has spanned working with large firms and boutique advisory teams, giving her a versatile perspective on delivering high-touch, tailored service to her clients. Her approach is highly personal, values-driven, and rooted in strong relationships. Terri is passionate about equipping her clients with the knowledge and tools they need to feel secure and supported in every season of life.

Terri lives in Denver, Colorado and enjoys taking full advantage of Colorado’s outdoor lifestyle. She spends much of her free time with family, including her nephews, goddaughters, and niece, and is actively involved in her nephew’s hockey club. When she's not working in her flower and vegetable garden, you can often find her e-biking around town with her lifelong partner, Tim. She also enjoys snowboarding in the winter and traveling whenever the opportunity arises.


 
 

EITEL DANNENFELS
Investment Advisor

With nearly a decade of experience in wealth management, Eitel knows that true financial advisory is about much more than just picking stocks - it’s about building trust. As a Registered Investment Advisor, Eitel has built a career on a simple philosophy: you cannot plan for someone’s future until you truly understand their present.

While Eitel works with a diverse range of clients, he specializes in guiding two distinct groups through some of life's most critical financial milestones:

Business Owners: Helping entrepreneurs bridge the gap between business equity and personal wealth. Eitel integrates advanced tax strategies, risk mitigation, and succession planning so business owners can confidently scale or prepare for an eventual exit.

Retirees & Pre-Retirees: Transforming decades of hard work into a sustainable, lifelong income stream. Eitel focuses heavily on wealth preservation, tax-efficient distribution strategies, and comprehensive estate planning to ensure your legacy is protected.

Holding the SIE, Series 6, 7, 63, and 65 licenses, Eitel brings a deeply credentialed, multi-disciplinary approach to every client relationship. By weaving together wealth management, tax strategy, and estate coordination into one cohesive roadmap, he ensures that every moving part of your financial life works in harmony.

When you work with Eitel, you aren't getting a cookie-cutter portfolio. You are getting a dedicated partner who listens first, plans second, and executes with your specific life goals in mind. When he’s not helping clients navigate their financial futures, Eitel is usually staying active as a dedicated fitness advocate or catching a live music event. Above all, he treasures time with his 3 kids, you can frequently find him out on the field coaching his daughter’s soccer teams.


 
 
 

ADAM J. HERMAN, MBA
Financial Services Professional

Adam is an MBA holder with 15 years of experience in sales leadership, business development and revenue growth, within the adtech industry.

In addition to media and tech, Adam in an avid enthusiast of the startup ecosystem and entrepreneurial landscape. Adam is passionate about growth, progress and being a catalyst for change within organizations and people.

Adam and his wife Whitney own Shift Cycle, a specialty spin studio, with two Denver locations. They currently live in Denver with their daughter, Harlow, and son, Hayes. In his free time, Adam enjoys a nice Rose’, neighborhood BBQs, and adventuring with Harlow and Hayes.