David McMillan CFP® RFC®
Wealth Manager, Co-Founder
David is a CFP (Certified Financial Planner professional) and a RFC (Registered Financial Consultant). In addition to his extensive experience in finance, he brings expertise from a diverse background to the wealth management industry.
Beginning his career in Earth Science and Geology at St. Andrews University, Scotland. David went on to work for several years in a research capacity for various government agencies including NASA, DOD, EPA and NSA. It is from here that his passion for Sustainable Investing emerged fueling a drive to find ways of integrating socially responsible practices into the financial world.
A US/UK citizen, David brings international experience to wealth management services and investment opportunities, and serves as a member of the EAME (Europe/Africa/Middle East) focus group for the National Financial Planning Association that specializes in educating financial advisors in cross border planning issues. David has been an active member of numerous United Nations and other special interest financial groups promoting responsible investing worldwide.
Outside of the office, David is involved in a number of local and national philanthropic causes, and is an active member of the Boulder athletic community and has had a life-long passion for endurance sport racing and adventuring in wild places througout the world. He is an internationally published wildlife and nature photographer and lives in Boulder County with his wife, son and dog.
Timothy Barnett
Wealth Manager, Co-Founder
Tim entered the wealth management profession in 1996. He began his career at a small wealth management firm where he was a key member of a team that achieved a tenfold growth in assets under management. Along the way he reached partner level and served many of the firm’s highest net worth clients.
As a dual citizen of the UK and the US, and further having studied and worked in both countries, Tim brings an international perspective to investments, planning and, most importantly, client relationships.
Tim graduated with honors from the Leeds School of Business at the University of Colorado with a degree in Finance and minor in Economics.
Tim is passionate about healthy and sustainable living. He is a strong proponent of environmentalism and believes in the importance of local, organic farming. He is also an aspiring woodworker and a dedicated bicycle commuter (even in the dead of winter!). He lives in Boulder, Colorado with his wife, five children and assorted pets.