Alpine Planning Group Team:
Bryan W. Gray, Investment Advisor Representative
Bryan is founder and president of Alpine Planning Group. A native of North Carolina, Bryan and wife Karen moved here to start a new adventure. He claims he got a map of the USA out, closed his eyes and stuck a pin in Colorado…and so out they came! After a career with Prudential Financial, he struck out on his own to be an independent advisor, realizing how important it was for clients to have choices for the products and services they require.
The goal of Alpine Planning Group is simple: we strive to provide unique investment solutions for each client’s unique situation. We challenge ourselves to creatively assist each client to achieve their financial goals, not just getting them TO retirement but THROUGH retirement.
We are also proud of the fact that for over two decades, Alpine Planning Group continues to grow with the support of our many loyal clients and their referrals. Our commitment to frequent meetings, workshops, client education, and social events puts us in the top tier of proactive investment advisors.
For the past four years, Bryan can be heard on local KNUS radio. He has hosted his own Saturday show in the past, and currently provides the Morning drive-time market updates and comments. Please listen for he and Amy by dialing to 710AM! Bryan hopes you will peruse the website and please contact us with any questions or comments.
You can reach Bryan by email at: firstname.lastname@example.org
Amy Duncan, CRPC Investment Advisor Representative
Amy has been an advisor in the industry over 13 years and joined APG in 2009. She began her career in financial planning in her native Northern California after graduating from UC Berkeley. After joining the Management team for Woodbury Financial, she realized her true passion was in working with individual clients to build lasting relationships and create meaningful change for them.
Amy believes in “starting with the why” when it comes to planning. She is passionate about educating clients and is firmly committed to “leaving clients better off after working with us than when they first came in the door.”
Amy Duncan holds series 6,7, 63 and 65 registrations, is a Chartered Retirement Planning Counselor, and is an involved board member for South Metro National Assoc. of Insurance & Financial Advisors.
You can reach Amy by email at: email@example.com
Jane is an Indiana native who relocated to Colorado after graduating from Purdue University with a BS in Marketing. Having started with the firm’s founding in 1999, Jane brought along years of experience in the insurance industry. She presently holds the position of Operations Manager and is responsible for all client dinners, workshops, client appreciation events and coordination of staff and new client scheduling.
You can reach Jane by email at : firstname.lastname@example.org
*Ms. Buczek is not licensed to offer Securities through Woodbury Financial Services Inc.
A Denver native, Karen Sebesta, joined us in June of 2005. Karen’s varied background included mortgage banking, title insurance, retail sales and management. The result of this background is a person whose focus is customer service being her number one priority! Karen is the main contact for scheduling appointments or other needs.
Karen and her husband, Jim, have three grown children and enjoy traveling, craft beers, and are pretty good trivia players.
You can reach Karen by email at: email@example.com
*Ms. Sebesta is not licensed to offer Securities through Woodbury Financial Services Inc.
A Seattle native, Gabe joined Alpine Planning in 2013 as an intern while attending the University of Denver where he studied business, psychology, and real estate. After graduating with a BSBA in Finance he transitioned to a full time registered assistant in 2015. Gabe assists with portfolio construction, investment research, and provides direct support and education to clients. He holds his series 7 & 66 and is currently a candidate in the CFA program.
You can reach Gabe by email at: firstname.lastname@example.org
*Gabe Walker is licensed to offer Securities through Woodbury Financial Services Inc.
Hope is our newest staff member. She was born in Colorado Springs, moved to Nebraska for many years with family, and now is back in Colorado attending the University of Metropolitan Denver. Hope will graduate this May with her BSBA in Finance and has been doing an Internship with us. Please feel free to contact her with any servicing questions.
You can reach Hope by email at: email@example.com
*Ms. Miller is not licensed to offer Securities through Woodbury Financial Services Inc.