Backed by decades of experience, our team takes a hands-on, collaborative approach to helping clients navigate complex financial decisions with confidence and purpose.
Our Team
Backed by decades of experience, our team takes a hands-on, collaborative approach to helping clients navigate complex financial decisions with confidence and purpose.
Nathanael Koch
Managing Principal & CCO
Managing Principal
Robb Stone
Managing Principal & Co-CIO
Stephen Warren
Director of Investments & Co-CIO
Director of Investments
Tomi Germar
Director of Client Services
Tim Itin, CFA
Regional Director | Mountain West
Regional Director
Stephanie Brubaker
Financial Planning Manager
Andres Almeida
Senior Analyst
Want to learn more about who we are and how we work with clients?
Our team brings decades of experience and a deeply collaborative approach to helping individuals and families navigate complex financial decisions.
To request a discovery call with one of our Principals or Directors:
(303) 672-9876
info@causeywealth.com