Date:
25 posts in
John Dalton, CPA/PFS®, CFP® CFA®, CAP®
Senior Wealth Advisor
John Dalton has provided client focused financial and tax advice for over forty years. After ten years with Big 8 accounting firms, John established a Registered Investment Advisor (RIA) to address retirement and legacy wealth planning needs of individuals and families. For the past 30 years, he has served as an investment advisor, tax planner…
Brian Eller, CFP®
Wealth Advisor
Brian joined Aveo Capital Partners in October of 2024 and is dedicated to helping individuals and families through complex financial decisions, ensuring clarity and confidence in their financial journey. Brian is a dedicated Certified Financial Planner (CFP®) committed to helping clients achieve their financial goals and provides a personalized approach to deliver comprehensive financial strategies…
Christopher Hillier, MBA
Retirement Plan Advisor
Chris has over 15 years of experience in employee benefits. Prior to joining Aveo Capital, he was Co-Founder and President at Benefit Health Advisor, a full-service employee benefits brokerage firm headquartered in Englewood, Colorado. Chris has started, acquired, and sold numerous other companies in the industry, including a property & casualty brokerage, a reinsurance underwriting…
Adam Dandis
Financial Planning Associate
Adam joined Aveo Capital Partners in February of 2024, excited to help continue to build on the team-oriented, client-first approach to private-wealth management at Aveo. As a Financial Planning Associate, Adam manages and updates all of the planning systems so they are ‘game ready’ for our client meetings. Personal Adam grew up in Texas. He…
Ashli Collins
Associate Wealth Advisor
Ashli joined Aveo Capital Partners in March of 2024, excited to help continue to build on the team-oriented, client-first approach that Aveo is known for. As an Associate Advisor, Ashli works with our Advisors and their clients to ensure their experience with Aveo is flawless. Education Bachelor of Arts, Metropolitan State University of Denver…
Genesis Fox
Client Service Assistant
Genesis joined Aveo in February 2024 with over a decade of experience in the customer service, where she demonstrates excellent communication and problem-solving skills. She is passionate and committed to delivering a personalized rapport with each client, ensuring a high-quality and satisfying experience. Genesis is also dedicated to advancing her knowledge in the field, as she is currently pursuing her bachelor’s…
Jon Adams
Wealth Advisor
Having spent over 26 years serving the public in the Fire Service, Jon joined Aveo Capital Partners in November 2023. Prior to joining Aveo, Jon served in all ranks within a major metropolitan fire department, ultimately retiring at the rank of Deputy Chief. He believes in a customer-centric approach driven by the support of…
Laura Podrasky
Client Service Assistant
Laura joined Aveo Capital in August 2023 and has a long history of serving clients in private financial practice and municipal bond underwriting. She comes with over 25 years of client service excellence and adds immeasurable value to our service team. Laura is an invaluable addition to the Aveo Service Team, and has a genuine…
Robert Douglas
Senior Wealth Advisor
Rob has been providing comprehensive financial planning and investment management services since 2003. Having spent the first seven years of his career as a pilot for United Airlines, he works with many airline employees and utilizes that experience to help his clients understand how all of the retirement decisions they make work together. He specializes…