Bryan began his career in January of 2000 after realizing that he was way too much of a people person to be working in international logistics. He is a proud Colorado native, growing up in Lakewood, and attended both the U.S. Air Force Academy and “The Harvard of the West” (his words), the University of Denver. At DU, Bryan played soccer and earned a degree in Business.

He married his high school sweetheart, Kristen, and together they have three Colorado natives of their own. When they’re not attending their daughter’s volleyball games or traveling to visit their sons at school, Bryan and Kristen are either actively participating in the community at Red Rocks Church, floating down the Blue River hoping for fish, or enjoying s’mores on their back patio in Littleton’s Ken Caryl Valley.

He is incredibly proud to lead a multigenerational practice that he has built to last. Bryan has a passion for helping his clients achieve the legacies they have envisioned for themselves.

Steve has been serving families nationally and in Vail Valley for almost 30 years, building financial plans that protect, preserve and position wealth for multiple generations.  Helping our clients make the best decisions with their money to reduce financial anxiety has always been his mission.

Steve is one of the most relaxed, patient members on the team. We suspect he acquired this by helping his three children arrive to school and events on time, jamming the entire family, two dogs, five bikes, water toys and required gear in one Yukon XL for summer trips to Wisconsin and places he can’t even remember. The stories that resulted are what has shaped him into the man he is today.  Steve attributes the true reason for his success to his wife Shelly, she’s also the force behind him arriving anywhere on time.

Steve’s financial and business knowledge was shaped working in the resort industry under the direction of Gillett Holdings, Inc., a worldwide business ownership and management company.  He credits his parents for raising him in a responsible financial culture and, as a young boy, his grandfather for making him think his “ol’ fiduciary” was an internal organ located next to his kidney.  

Owen grew up in Highlands Ranch and has been a member of Longwise Wealth Partners for over a decade. After attending Carthage College, where he was the Team captain of the Men’s Lacrosse Team, he moved back to Colorado to begin his career in finance. He was coaching Lacrosse when he happened to meet Bryan’s wife, Kristen. When he mentioned he studied business management with a minor in economics she suggested he meet with Bryan. Ten years later his passion for helping his clients reach their financial goals has grown into becoming our retirement distribution, Medicare, and equity compensation specialist.

Owen and his girlfriend Jenn, live in Sloan’s Lake with their two furballs, Liam and Bluebell. Owen is an avid golfer and hockey player and is always looking for another player to join his tee time and men’s hockey league team so reach out if you play either!

Danny grew up in Burlington, Vermont before attending college at The College of William & Mary. Prior to joining Longwise in 2020, Danny spent 7 years with Deutsche Bank in their New York, LA, and San Francisco offices. During this time, he worked with affluent families and individuals on all aspects of their portfolios.

After half a decade in LA, Danny and his wife, Laura, decided it was time to trade in the traffic of the 101 for the traffic of I-70 and moved back to Laura’s hometown of Denver. Since joining the team, Danny has focused more on wholistic planning and, while he still specializes in investments, now works closely with clients on all aspects of their plan. Outside of the office, Danny and Laura can often be found skiing either too fast (Danny) or at a safe speed (Laura), on a plane to somewhere they’ve either already been (Laura) or never been before (Danny), or trying to tire out their dog, Riley at a park near their home in Denver’s Clayton neighborhood.

Jack was born and raised in Highlands Ranch before heading to Miami University in Ohio where he received his B.S. in Accounting. A few exams later, Jack earned his CPA and began working in public accounting with Plante Moran. After realizing he wanted to work more directly with people, he moved to Merrill Lynch and joined their Financial Advisor Program. Two years later he ran into Owen who, recognizing his unique understanding of both the accounting and finance industry, invited him to consider joining the Longwise team. After several interviews and a cold, early morning hike with Bryan, Jack joined the team in February 2022.

Jack and his fiancé, Brooke live in Wash Park with their Bernese Mountain Dog, Stanley. If Jack and Brooke aren’t out walking Stanley or jumping in their personal ice bath, he can usually be found pressing his friends on the 18th tee box or competitively cooking against his family.

Katherine is a proud Minnesotan but her love for the mountains is what drove her to Colorado and the University of Denver where she received her B.S.B.A. in Finance and International Business. She joined Longwise shortly after graduation in the summer of 2021.

Katherines’ enthusiasm and passion for helping others is infectious and she is instrumental in helping our clients achieve their goals. Katherine is a no holds barred, down to earth, let’s get it done lady and can confidently slam her laptop shut at quitting time knowing she probably out tasked us all.

Katherine has a passion for travel (hence the international business major) and is our own resident food blogger. Ask her about her blog for some tips on the best places to eat in Denver!

Another native of Colorado, Parker grew up in Highlands Ranch and received his B.S.B.A. in Investment Finance and Marketing from Colorado State University. After college, Parker joined Longwise where he has shown a hunger to grow.

Parker lives with his girlfriend, Sierra and spends his indoor time watching every piece of Star Wars content available to him and outside time hunting, fishing, and training his new puppy.

Parker is a straight shooter, efficient worker and loves serving our clients in any way he can. Parker changes his own oil, fixes anything on a car and will educate you on the ins and outs of the financial markets while doing it. Those who have worked with Parker knows that he takes every opportunity to go above and beyond for our clients and our clients love him for it!

Kristie was born and raised in Westminster, Colorado. After graduation, she high-tailed it up to Chicago where she graduated with a Bachelor of Arts from Columbia College Chicago and met her husband, Danny. She spent the next decade in Chicago as a founding member of Trap Door Theatre where her marketing skills were honed raising funds for theater, producing, and traveling to Europe to find new and creative plays and playwrights.

Kristie convinced Danny to move to Colorful Colorado in 2002 so they raise their children in Littleton to be closer to her parents. The last two decades have been spent watching their son play baseball and wrestle and their daughter flipping in gymnastics and high school cheer. Both graduated during the pandemic and are pursuing their college degrees today.

Now that they’re officially empty nesters you can find Kristie and Danny shaking their bones at many concerts and taking their Jeep up any and every dirt road in the mountains.

Suzi Hedrick is the Client Service Manager in Edwards and runs the insurance operations, client servicing and scheduling in the Edwards office. Suzi is warm, caring, and kind and will do whatever it takes to help our clients get the job done. She has lived in the Vail area since 1988 with her husband, Ron and their daughter Chelsea. Like many of the locals in the Vail valley, she enjoys spending her time outdoors mountain biking and skiing. Before you go up for the weekend reach out to her for the best biking trails nearby!

Savannah is the newest member of our team, joining Longwise in January of 2023. She was grew up in Jupiter, Florida and is always encouraging others to visit the Sunshine State.

She moved to Colorado with her family middle of her Junior year of high school and graduated from before attending Colorado State University and receiving a Bachelor of Arts degree in English. She admittedly had no idea what life after graduation would look like, but her passion for art and writing came together and assisted her in a marketing career. While she loved the opportunities and creativity that marketing afforded her, Covid hit, and life changed. She took a pause from the hustle and bustle and became a Starbucks barista (ask her for drink recommendations – she knows them all).

Her energy, enthusiasm and consistently positive views on life are a treasure to our team. She brings that energy and enthusiasm to her work every day as she schedules and greets our clients.

Barrett is a proud non-native from New York. After graduating with his BS in Finance and an MBA from SUNY New Paltz he moved to Colorado to pursue his Olympic dreams in Modern Pentathlon (running, swimming, fencing, shooting, and horse jumping). While an Olympic team remained elusive, he was able to clinch a world title, earned three U.S. team qualifications, and proudly wore the red, white, and blue on five continents. He says the greatest victory was winning the heart of his Team USA athlete fiancée, Avery. When they’re not turning their home into a DIY battleground, catch this dynamic duo Nordic skiing in the mountains with their trusty sidekick, Calypso.

Eric, another proud Colorado native, grew up in the vibrant city of Colorado Springs, and has always been driven by a desire to help others achieve their dreams. While earning a double major in marketing and finance from the University of Colorado at Colorado Springs, he spent four years guiding clients through the ins and outs of real estate investments.

Although he enjoyed his time as a real estate agent, Eric's true passion lies in the dynamic world of capital markets and personal finance.

When he's not diving into the latest market trends, you can find Eric at the gym or honing his strategic skills over a game of chess at a local café. With his blend of financial acumen and commitment to client success, Eric is a key asset to our team.