303.880.2798 Direct Email

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’s Stapleton neighborhood with their daughter, Harlow. In his free time, Adam enjoys a nice Rose’, neighborhood BBQs, and adventuring with Harlow.



Financial Advisor

303.517.0821 Direct Email

Dave is a Certified Public Accountant (CPA) with a background in financial services, specializing in banking, tax, audit, risk assessment and information systems.  Dave assists clients in better preparing for retirement and achieving tax efficiency in their personal finances while assisting in investment operations.

While achieving his CPA license, Dave has gained public accounting experience at Fortner, Bayens, Levkulich & Garrison, P.C. as well as information systems and risk assessment experience at Great West Financial prior to joining Global Wealth Strategies & Associates.

Dave is a graduate of Regis University in Denver where he earned a major in accounting and played NCAA baseball.

Dave lives in Denver with his wife Cassie, who works in the medical field. Dave is very active and spends much of his free time in the Colorado outdoors.  Dave is an avid baseball fan and enjoys playing in recreational sports leagues.  Dave is still very involved in the Regis University community, participating in the professional mentoring program and assisting in organizing various charity events through the university.

*CPA - Practicing in the state of Colorado. Not practicing on behalf of MML Investors Services, LLC or its affiliated companies.



Financial Services Professional

719.447.5456 Direct Email

Lilia is a Colorado Springs native, who recently returned after finishing school at Baylor University. Now living in Denver, Lilia is excited to be back in Colorado and thrilled to be working in financial services. 

An extrovert by nature, Lilia enjoys interacting with people, learning about what’s important to them, and being able to help folks in achieving their goals. She is passionate about holistic financial planning and its benefits to the folks she serves.