Meet Leonard Rice, CFA®, Alpine Bank Wealth Management SVP/Investment Department Manager
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Meet Daniel Wiggins, Alpine Bank Wealth Management Assistant Vice President/Investment Officer
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Meet Jacob Going, CFA®, Alpine Bank Wealth Management Investment Officer
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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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Meet Jillian Velasquez, Client Support Associate II with Alpine Bank Wealth Management
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Meet Matt Michalski, Vice President/Trust Officer with Alpine Bank Wealth Management
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Melissa Knutson - CFP® Vice President – Trust Officer with Alpine Bank Wealth Management
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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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Financial planning is a forward-looking process to get people focused on their long-term goals.
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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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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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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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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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Get Expert Financial Advice from Darla Daniel, Director of Alpine Bank Wealth Management. Learn more about our finance program here.
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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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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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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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Learn wealth management with Melissa M. Knutson, CFP, Vice President at Alpine Bank. Achieve your goals with wealth & personal banking.
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Check out Alpine Bank's Wealth Management Q&A with Amanda Miller, CFTA, and Vice President of Alpine Bank.
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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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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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Learn how you can save for retirement and enjoy tax advantages with Alpine Bank's diverse range of investment options.
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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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