Meet Your Team

Prior to the formation of Gilpin Wealth, Joe spent 15 years cultivating relationships as a partner and investment manager at Peak Asset Management in Louisville, CO. Prior to Peak, Joe was an investment manager and portfolio manager for the Trust Department at Wells Fargo. It was here, at Wells Fargo that Joe gained valuable experience in trusts and trust administration. Prior to starting his position at Wells Fargo, Joe was a mutual fund portfolio manager at Meridian Investment Management (ICON Funds). Dating back even further to the beginning of his career, Joe was an accountant for Arthur Anderson in the Denver, CO office. It was here, that Joe gained extensive experience in understanding company financial statements which has guided much of his investment advisory career.

Joe earned his Bachelor of Arts (B.A.) degree in Economics from Boston College. A few years later, he earned his Masters in Business Administration (M.B.A.) with an emphasis in accounting from the Daniels School of Business at the University of Denver. Joe holds the Certified Financial Planner™ (CFP®) certification, is a CFA® charter holder, and a licensed CPA in the State of Colorado.

Joe’s personal interests include playing the piano, tournament poker, traveling and golf. Additionally, Joe is an avid reader, and his inquisitive nature has led him to travel to 50 different countries, many of them multiple times. Joe, his wife Teresa and their 4 children love traveling and all that Colorado has to offer; but, with children ranging from 9 years to an infant, you can likely find them at soccer games and dance recitals or just playing with Charlie, their golden doodle in the backyard.

Prior to co-founding Gilpin Wealth Management, Tony was the Head of Wealth Strategy and Senior Managing Director for Cresset Capital where he managed wealth planning for clients, their businesses and their families. Before joining Cresset Capital, Tony was the Head of Wealth Planning and the Senior Managing Director for The Private Bank and Abbot Downing divisions of Wells Fargo. Here he managed wealth planning for all client segments, including the affluent, high-net worth and ultra-high-net worth strategies.

Tony began his career in the private practice of law specializing in sophisticated wealth transfer planning techniques, income tax planning, business succession and transition planning, executive compensation issues, charitable giving, international and cross-border taxation matters, tax controversy, corporate finance and securities issues, and mergers and acquisitions.

Tony earned his Bachelor of Science (B.S.) degree in Mathematics and Computer Science and his Bachelor of Science (B.S.) degree in Criminal Justice and Criminology from Metropolitan State College of Denver. Tony then enrolled at the University of Denver, where he earned his Juris Doctorate (J.D.) and his Masters of Laws (LL.M.) in Taxation. Tony is a member of the Colorado and the District of Columbia Bars, holds the Certified Financial Planner™ (CFP®) certification, and is a Certified Trust and Financial Advisor (CTFA). Tony is a member of the Tax Section, American Bar Association, Tax Section, Colorado Bar Association, Denver Bar Association, Denver Estate Planning Council, Financial Planning Association and American Bankers Association.

Additionally, Tony is a published author and has spoken at numerous national, regional and local seminars, forums and continuing education programs across the country.

Tony and his family love the outdoors of Colorado and find time for adventure year-round. He and his family enjoy camping, boating, skiing, snow-boarding, hiking, fishing, mountain biking, and snow-shoeing all throughout the beautiful State of Colorado!

Bill was the Founder, President and Chief Investment Officer of Shriver Investments, an independent, fee-only investment advisory firm with a similar investment philosophy, demonstrated customer focus and high level of integrity as valued by Gilpin Wealth Management. Bill has been a financial advisor with American Express and New England Financial. He was the Co-founder and Managing Partner of Pine Cone Capital, an independent registered investment advisor. Bill has taught over 50 on-line courses in security valuation, advanced portfolio management, and options and derivatives for the College of Financial Planning.

Prior to his financial services career Bill held key management positions for medical device companies such as Medtronic, COBE Labs, and Ohmeda. Bill also served in the Army as an air defense officer. Bill has been a member of the Parker Rotary Club since 2000 and served as its President in 2007-2008. Bill has served on the board of the Parker Chamber of Commerce and was Treasurer from 2010-2012. He currently is an elected board member for the South Metro Fire Rescue Protection District and served as its Treasurer from 2020-2023. Bill lives in Parker, Colorado with his wife Christiane; they have two grown sons.

Brooks began his career as an Equity Analyst/Trader for the First National Bank of Omaha. After gaining broad experience in both stock analysis and portfolio management, Brooks was recruited to Norwest Bank (now Wells Fargo Private Bank). Brooks built and led a team of Investment Professionals in Omaha before he relocated to Denver in 1999. In Denver, Brooks was Senior Regional Investment Manager for the Rocky Mountain Region. Wanting to get back in front of clients, Brooks joined Northern Trust in Denver. Again, he was asked to build and lead the investment management team, but also maintained a very large book of complex multi-generational clients. After 7 years with Northern Trust, Brooks was recruited to US Bank Private Wealth Management, again to build and lead the team of investment professionals for the Denver office. In the spring of 2023, Brooks decided to make a change in his career by starting his own RIA (Registered Investment Advisor) business. Along this brief path, it made sense to merge into Gilpin Wealth Management to be able to bring more advanced resources to his clients.

Brooks attended Kansas State University, earning a B.S. in Finance. After moving to Omaha, he obtained a Master’s in Business Administration with an emphasis in Finance from the University of Nebraska at Omaha. Simultaneously, Brooks earned the distinguished Chartered Financial Analyst (CFA) designation, along with the Certified Investment Management Consultant (CIMC) designation. On the personal front, Brooks enjoys skiing, hiking, and just being outdoors. Brooks and his wife Karen have two grown children. They live part-time in Frisco, Colorado, and split time in Summerlin, Nevada along with their two cats. Hard to beat Desert and Mountain climates.