Our team

Growing up in Wyoming taught Clint two key lessons: the value of a handshake, and that his word is his bond. When he was 15, his father died unexpectedly. Their family was overwhelmed by grief—and plunged into financial hardship. His mom later told him that the reason they didn’t have a financial plan was in part because they never found a trusted person to talk to about money. That was a turning point for Clint, and it inspires his conviction and purpose in his work to help clients make informed money decisions. His family’s story continues to influence the way he helps clients prepare for the unexpected. It also encourages him to be the best husband he can be to his wife, Lindsey, and an inspiring father to his daughters, Karna Rae and Freya Mae. He also serves on the Board of Serve 6.8. In his free time enjoys golf, powerlifting and Dungeons & Dragons.

Alyssa was born and raised in Omaha, Nebraska, and moved to Fort Collins, Colorado to attend Colorado State University. She earned her undergraduate degree in financial planning and accounting and her master’s degree in accountancy, specializing in taxation. She joined the PDW team in 2020 and is excited to create long-lasting relationships. In her free time, Alyssa loves baking, immersing herself in crime novels and enjoying the Colorado sunshine.

Danny was born and grew up in Northern Colorado. He attended and graduated Colorado State University in Fort Collins with a degree in economics. Afterwards he started a career in the financial services industry as a financial advisor where he later joined the Purpose Driven Wealth Team. He is happily married with one young daughter. Danny enjoys reading, watching videos, bicycling, other various outdoor activities such as frisbee golf, and spending time with friends and family in his free time. 

Jesse was born in California before moving to Fort Collins where he attended Colorado State University and graduated with his degree in finance. Jesse uses his passion for finance to support the advisor team at Purpose Driven Wealth. In his free time, Jesse enjoys cooking, snowboarding, paddle boarding, and spending time with family and friends.

Peyton, a recent Colorado State University alum, earned her undergraduate degree in natural resources of recreation and tourism with a minor in business administration. She currently has her life and health license. Additionally, she also plans to pursue her Series 7 and Series 66 licenses. Peyton’s free time consists of hiking in the Colorado sunshine with her dog (Bones), taking part in car shows with her fiancé, attending local rodeos on the weekends, and spending quality time with her family and friends.

Lotem was born in Israel and immigrated to California when he was four years old before coming to Colorado in his teens. In high school he worked as a golf caddie, which afforded him the opportunity to become an Evans Scholar and graduate from the University of Colorado with both film and finance degrees. He serves as an extension of our team to provide expertise in investment services. Lotem is responsible for investment research, brokerage operations and reporting, along with all investment-related client communications. He also manages relationships with third-party investment and research firms, monitors client accounts, and creates tactical trading strategies. In his free time, Lotem enjoys reading about the economy, hiking, golfing, and being overly critical about any new film he watches.

Joseph was born and raised in Cheyenne, Wyoming before heading to Colorado to attend the University of Northern Colorado in Greeley. He helps out with brokerage operations and investment research here at Purpose Driven Wealth. Joseph previously was heavily involved in bodybuilding and powerlifting but now enjoys trying out and enjoying all things fitness, including a little running. Additionally, he loves getting outside, spending time with family and friends, country music concerts, and is an avid Colorado Rapids soccer fan. 

Lindsay has been with the team since 2018 and works remotely from Texas. She is a graduate of Texas Tech University and is life and health licensed. Lindsay handles the overall operations of the practice including payroll, marketing, maintaining our client experience and assisting with business planning.

She and her husband, Chuck, have two beautiful girls, Harper and Harley. In her free time, Lindsay enjoys running and having family movie nights.

Jeff has served as a Thrivent financial professional since 1998 and is passionate about helping people achieve their financial goals. He enjoys working with like-minded people who are charitably inclined and want to make a difference in their communities. Jeff serves on the board of Habitat for Humanity and Lutheran Family Services of Colorado.

In his spare time, Jeff enjoys snowboarding and trail running as well as coaching Pop Warner football, which he has done for the past decade. He lives in Loveland, Colorado, with his wife Angela. They have two children, Zach and Hunter, as well as two grandsons, Bentley and Cooper.

For Keith, this could be considered a third career and one in which he feels he has found his true passion. With a bachelor’s degree in mathematics and computer science, and an MBA and advanced studies from Harvard, Keith had a career as an executive in the technology industry and a brief sojourn in politics in his native state of Minnesota. He brings his years of experience in planning and finance to help clients visualize and achieve their goals. He views it as a privilege to work in this industry within a practice with sincere values and a commitment to serve.