20Nov 2023

Meet Sally Silliman

Sally Silliman, Alpine Bank Wealth Management* Executive Assistant, joined the team in 2022. She works with wealth management on a variety of tasks and provides administrative support. 

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20Nov 2023

Meet Tricia Lawson

Tricia Lawson, Alpine Bank Wealth Management* Assistant Vice President – Trust Officer, joined the team in 2023. She works with clients along Colorado’s Front Range.

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23Oct 2023

Meet Daniel Vogel

Daniel Vogel, Alpine Bank Wealth Management Vice President – Tax and Financial Manager, joined the team in 2014 after a 30-year career in public accounting.

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23Oct 2023

Meet Kathryn Porter

Kathryn Porter, Alpine Bank Wealth Management Senior Vice President – Senior Fiduciary Officer, joined the team in 2019. She works with clients from across the Front Range.

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27Sep 2023

Meet Kyler Hanson

Meet Kyler Hanson, Operations Associate II at Alpine Bank Wealth Management

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27Sep 2023

Legacy planning

Establishing trust through clear and honest communication doesn't happen overnight; it requires a structured approach, shared leadership, and accountability to the process – a daunting endeavor for any family.

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27Sep 2023

Meet Jami Gribble

Meet Jami Gribble, Operations Associate III

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27Sep 2023

Meet Ryan Aiken

Meet Ryan Aiken, Operations Associate III at Alpine Bank Wealth Management

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21Aug 2023

Alpine Bank Wealth Management

Alpine Bank Wealth Management would like to congratulate the following persons on their recent promotions.

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21Aug 2023

Meet Tedi Hayden

Tedi Hayden is the Head of Trade Operations at Alpine Bank Wealth Management (ABWM), bringing with her extensive experience in the banking industry.

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21Aug 2023

Meet Brooke Sanfilippo

Brooke Sanfilippo is an Investment Officer with the Alpine Bank Wealth Management Team.

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21Jul 2023

Meet Rebecca Ehlen

Meet Rebecca Ehlen, Client Support Associate II with Alpine Bank Wealth Management.

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21Jul 2023

Midyear Financial Checkup

When the economy becomes a concern for people, it’s not uncommon to start thinking in terms of weeks or months, focusing on the short-term turbulence and how it will impact you.

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21Jul 2023

Meet Jesse Bopp

Jesse Bopp, Alpine Bank Wealth Management Vice President – Trust Officer, joined the team in 2018 and he serves clients in San Miguel, La Plata, Archuleta, Dolores and Montezuma counties.

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22May 2023

Meet Leonard Rice, CFA®

Meet Leonard Rice, CFA®, Alpine Bank Wealth Management SVP/Investment Department Manager

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22May 2023

Meet Daniel Wiggins

Meet Daniel Wiggins, Alpine Bank Wealth Management Assistant Vice President/Investment Officer

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22May 2023

Meet Jacob Going, CFA®

Meet Jacob Going, CFA®, Alpine Bank Wealth Management Investment Officer

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20Apr 2023

Meet Breanna Bachmann

Meet Breanna Bachmann, Alpine Bank Wealth Management CIS I

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20Apr 2023

Holistic wealth management

Since the late 90s, wealth management planning has evolved. It’s a process of planning and incorporating psychological and emotional preparation for moving through life’s stages with a focus on quality over quantity.

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20Apr 2023

Meet Viri Rivas-Cordova

Meet Viri Rivas-Cordova

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20Mar 2023

Meet Matt Michalski

Meet Matt Michalski, Vice President/Trust Officer with Alpine Bank Wealth Management

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16Feb 2023

Martin Newman

Martin Newman, Client Support Associate II with Alpine Bank Wealth Management

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16Feb 2023

Melissa Knutson - CFP®

Melissa Knutson - CFP® Vice President – Trust Officer with Alpine Bank Wealth Management

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18Jan 2023

Meet Amanda Miller, CTFA

Amanda Miller, vice president and trust officer for Alpine Bank Wealth Management, oversees client portfolio management and business development in Mesa County. She joined the department in 2008 and continues to build on her extensive background in trust and wealth management.

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19Dec 2022

Planning for 2023

Financial planning is a forward-looking process to get people focused on their long-term goals.

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19Dec 2022

Meet Darla Daniel

Darla Daniel, J.D., leads the Alpine Bank Wealth Management team.

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09Nov 2022

Dispelling Five Myths About Making More Money: Insights from Alpine Bank

In raising kids and teaching them solid values, the old axiom "Actions speak louder than words" remains relevant today. Money issues can be the most perplexing for families, and parents have a short window of opportunity to pass on the lessons and principles that will carry kids into adulthood.

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25Oct 2022

Maximize Your Returns with Today's Fund Investment Strategy

Keep your future secure with our marketing investment strategies. Get insights and expert advice from our team at Alpine Bank's blog.

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21Sep 2022

Meet Greg Rosenblum

Alpine Bank Wealth Management welcomes new VP to its team

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21Sep 2022

Explore Two Mortgage Options with Leading Lenders at Alpine Bank

Find the right mortgage loan for you with Alpine Bank's mortgage lenders. Get advice on choosing between 15-year and 30-year mortgage options.

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15Sep 2022

Successful legacy planning

Families of wealth can successfully maximize their financial capital across multiple generations, along with the critical human and intellectual capital that will define the family, its values, and its legacy in perpetuity.

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26Aug 2022

Expert Financial Advice from Darla Daniel, Director of Alpine Bank Wealth Management

Get Expert Financial Advice from Darla Daniel, Director of Alpine Bank Wealth Management. Learn more about our finance program here.

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15Jul 2022

Have you shared your estate plan with your children?

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23Jun 2022

The ins and outs of tax loss harvesting

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17May 2022

Estate Planning 101: Essential Tips for Protecting Your Assets

Estate planning is complex, but our Estate Planning Accountant is here to make it simple. Get expert advice on protecting your assets.

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28Apr 2022

What do I need to know about designating beneficiaries on my financial accounts?

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26Apr 2022

Expert Wealth Management Advice for Building a Strong Financial Future

Seeking expert wealth managers? Look no further than Alpine Bank. Our team of financial advisors can help you make informed decisions about your future.

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21Mar 2022

Managing Money Market and Other Savings Accounts in Volatile Markets

Looking for high yield money market investments? Our financial experts discuss how to generate returns while minimizing risk. Learn more now.

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16Jun 2021

Alpine Bank Wealth Management Expert Melissa M. Knutson, CFP

Learn wealth management with Melissa M. Knutson, CFP, Vice President at Alpine Bank. Achieve your goals with wealth & personal banking.

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08Feb 2021

Colorado Personal & Business Cash Management Q&A with Amanda Miller

Check out Alpine Bank's Wealth Management Q&A with Amanda Miller, CFTA, and Vice President of Alpine Bank.

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19Jan 2021

Debt Management 101: Strategies for Overcoming Financial Obstacles

Struggling with debt? Learn from our professional debt management services and develop a plan to pay off your debts faster and more efficiently.

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22Jan 2020

Balancing Your Budget: How to Save Money and Pay Off Debt Simultaneously

Maximize your savings and stabilize your budget with our tips for paying down debt. Learn how to stay on top of your finances.

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16Jul 2019

Alpine Bank's Retiree Checking Account: Investing for Colorado Residents

Learn how you can save for retirement and enjoy tax advantages with Alpine Bank's diverse range of investment options.

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30Jan 2018

Improve Your Credit Score with these Simple Steps

Want to boost your credit score? Check out our tips on applying for credit, securing your finances, and building a strong credit history.

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