Date:
15 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…
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…
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…
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…
Zach Heath, CFP®
Wealth Advisor
Zach joined Aveo Capital Partners in the spring of 2021 with a team-oriented, client-first approach to private wealth management. As a Wealth Advisor, he provides tailored and comprehensive financial guidance designed to help clients cultivate, safeguard, and seamlessly transfer their wealth to future generations or philanthropic causes. With a deep commitment to understanding each client’s…
Ben Warwick
Wealth Advisor
Ben Warwick has been active in the investment profession since 1990. He founded Quantitative Equity Strategies (QES), a quantitative investment management firm that developed indices for the mutual fund industry, in 1999. The firm developed products for fixed income, managed futures, hedge fund, and private equity applications. The firm mutual fund business was sold to a…
Natalie Neaton
Director, Employee Benefits
Natalie began her employee benefit career while at Paychex in 2000. While at Paychex, Natalie worked with both large and small businesses, advising those businesses on all aspects of their benefits functions, including: payroll, 401Ks and 401K integrations and benefit plans. Natalie used those experiences to become a direct benefit resource to businesses. Natalie’s focus…
Dana Bath, CDFA®
Wealth Advisor
Dana leverages her 30+ years of experience in financial planning to deliver exceptional client service at Aveo Capital. As a skilled Financial Planner and Certified Divorce Financial Analyst® (CDFA®), she designs personalized financial strategies and guides clients through complex financial situations. Dana’s commitment to her clients’ well-being fosters enduring relationships, earning her recognition for her compassion…