Our Team

Our team of professionals is here to provide valuable insight, guidance, and
accountability that allows you to take charge of your wealth and build your best life.


Derek headshot

Derek A. Moore

AIF®

Co-Founder and CEO
Carey Sullivan headshot 2025

Carey D. Sullivan

ChFC®, CIMA®

Co-Founder and CIO
Chris headshot

Chris Eaton

Financial Advisor
Steven Sacco Headshot

Steven Sacco

MBA

Financial Advisor
Haley Schwandt Headshot

Haley Schwandt

Executive Assistant
Chris Springer Head Shot

Christopher Springer

Financial Advisor

Tim Topp

Financial Advisor


Contact Us


730 17th Street, Suite 800
Denver, CO 80202

Call: 720.524.3399

Five Peaks