Our team

Clint kicked off his academic journey at the University of Wyoming in 2003, diving into psychology and business with the enthusiasm of a true trailblazer (go Cowboys!). Not one to rest on his laurels, he earned his Master’s in Education from the University of Vermont in 2009, proving that curiosity—and perhaps an addiction to learning—never goes out of style. Today, as the Managing Partner and original Founder of the Purpose Driven Wealth team, Clint blends sharp pencil math with a hearty dose of “heart math” wisdom (pun intended). Whether he’s crafting financial strategies or nurturing client relationships, his leadership is as pragmatic as it is personable—think of him as the friendly architect behind our team’s and clients success.

When Clint isn’t busy balancing client portfolios and guiding teams, he’s all about family, adventure, and a bit of well-timed humor. A devoted dad to two brilliant daughters, Karna and Freya (both of whom attend Liberty Common School), his weekends might find him on a quick Costco expedition with the girls or conquering the trails of Horsetooth—sometimes with the little ones nestled in a backpack, because who says parenting can’t be a full-body workout? Clint also finds his escape on the golf course—Friar’s Head in Long Island has a special place in his heart—and in the gym, where his 540-lb deadlift balances a strong mind with a strong body. Clint lives by the belief that genuine relationships are life’s richest currency. He lives out his belief in generosity by serving as a Board Member of Serve 6.8 and being an active member of Timberline Church for a decade.

Born and raised in Omaha, Nebraska, Alyssa’s journey led her to Colorado State University, where she earned her undergraduate degree in Business Administration double concentrating in Financial Planning and Accounting. Her thirst for knowledge didn’t stop there—Alyssa went on to earn her Master’s of Accountancy with a specialization in Taxation.

After completing her studies, Alyssa joined Purpose Driven Wealth, where she worked as a paraplanner and honed her skills in the financial world. After gaining invaluable experience, she transitioned into a Financial Advisory role, where she thrives today. Alyssa is deeply passionate about educating clients on their financial opportunities and walking with them through life’s transitions — the exciting and the challenging ones. There’s something special about helping people navigate both the peaks and valleys of their financial journey, and Alyssa takes pride in building lasting, meaningful relationships with clients as they evolve together.

Alyssa’s unique blend of expertise, genuine care for people, and ability to keep things light and fun has enhanced the way we serve our clients.

When Alyssa isn’t making your financial life easier, she’s out hitting the links (she’s been swinging clubs since she was a kid, but recently rekindled her love for the game!), jet-setting to warm beaches (the sand and sun are her happy place), or spending time with friends and family.

You’ll also find her tackling 1,000-piece puzzles, and making it out of tricky escape rooms, and getting lost in a good suspense-filled thriller novel. Oh, and did we mention she has a serious sweet tooth? It’s true, if you ever need a dessert recommendation, she’s got you covered!

Always with a passion for learning and growth, she brings that same enthusiasm to helping her clients succeed financially– all while keeping it real, relatable, and yes, even fun.

Danny is a graduate of Colorado State University in Fort Collins, where he earned his degree in Economics. With several years of experience as a financial advisor, he joined the Purpose Driven Wealth team, bringing a wealth of knowledge and a hands-on approach to client service. As a service advisor, Danny is instrumental in helping clients navigate complex financial concepts with clarity. He’s not one to shy away from a good spreadsheet to illustrate key points in meetings, and he thrives on explaining financial ideas in simple, understandable terms. Danny holds various securities registrations and multiple health and life insurance licenses, allowing him to provide experienced guidance across a broad spectrum of investment and planning topics. He’s passionate about simplifying the often-overwhelming world of finance to bring financial clarity to his clients and helping them implement thoughtful, generosity-driven financial strategies.

Born and raised in Northeastern Colorado, Danny developed a strong appreciation for rural values and the importance of hard work. He’s happily married to his wife, Jaime, and together they have a daughter, Sophia. When he's not discussing financial strategies, Danny loves spending time with his family—whether they’re bonding over the latest episode of Survivor or enjoying a day at the park. Danny’s curiosity extends far beyond spreadsheets; he’s an avid reader with interests ranging from obscure German history to asking ChatGPT “If you could have a conversation with a toaster, what would you ask it?”. In addition to his intellectual pursuits, Danny is active in his local church and enjoys outdoor activities like golfing, cycling, and taking walks. He also enjoys visiting breweries and staying involved in his community, always looking for ways to contribute and connect.

Jesse is the paraplanner at Purpose Driven Wealth and has a passion for helping clients achieve their financial goals. He graduated from Colorado State University with a degree in Finance in 2022. Jesse plays a vital role in supporting our financial advisors by assisting with financial planning, portfolio management, and client strategy development. His expertise ensures that clients receive personalized, well-structured financial guidance to secure their futures. Dedicated and detail-oriented, Jesse is committed to delivering high-quality support and helping clients navigate the complexities of financial planning with confidence.

When he’s not working, Jesse enjoys making the most of the outdoors, whether it’s carving through fresh powder on his snowboard, paddleboarding at Horsetooth, or hitting the trails for a scenic hike. A true adventure enthusiast, he loves exploring new places and staying active. At home, Jesse finds joy in bringing friends and family together to enjoy a great meal. He lives with his girlfriend Audrey, and together they enjoy playing board games, trying out local restaurants, and spending quality time outdoors. Whether it’s in the mountains, on the water, or in the kitchen, Jesse is always looking for his next great experience.

Peyton graduated from the Warner College of Natural Resources at Colorado State University in 2020, with a degree in Natural Resources of Recreation and Tourism and a minor in Business Administration. As the Client Service Coordinator at Purpose Driven Wealth, she plays a key role in marketing, client engagement, and event planning. She manages social media content, newsletters, and events, continuously finding new ways to strengthen client relationships and keep them informed, engaged, and supported. Her deep commitment to volunteering and charitable giving aligns with her work in helping clients explore ways to incorporate generosity into their own financial plans, making a lasting impact in their communities.

Beyond client engagement, Peyton is dedicated to streamlining internal processes, enhancing efficiency, and improving workflow systems to support the team effectively. Peyton holds a Colorado Life and Health license and continues to expand her expertise in the financial industry to better serve clients.

Peyton’s life is rooted in adventure, community, and a deep appreciation for the western way of life. In 2024, she and her husband, Logan, married at her family’s cattle ranch in Montrose, CO, a place that reflects her love for the outdoors and ranching. She enjoys hiking, attending rodeos, visiting breweries, and hosting firepits and game nights with friends and family. This year, she’s taking on a new challenge—growing a garden, adding another way to enjoy the outdoors right at home. She and Logan also share a love for cars, often attending car shows to showcase his Subaru WRX.

Peyton and Logan share their lives with their two fur babies—Bones, her soul dog, and Sushi, a cat with a personality all his own.

Giving back is a priority for Peyton—she volunteers at local animal shelters, the Special Olympics, Father Woody’s Gift Wrapping, and other charitable organizations. Each year, she helps run the food tent at the Alzheimer’s Walk in Denver alongside her mom and grandma, who have been involved for 31 years.

Whether exploring, volunteering, or spending time with loved ones, Peyton finds joy in the people, animals, and places that shape her life.

As the Director of Investment Operations at Purpose Driven Wealth, Lotem manages the brokerage operations and research division, overseeing trade execution and investment research to develop strategic recommendations for clients. Lotem holds a BFA in Film Studies from CU Boulder and earned his Master of Science in Finance with a focus on Risk Management from CU Denver. As a Chartered Financial Analyst (CFA), he's committed to maintaining the highest standards of professional excellence.

Lotem's passion lies in researching innovative asset allocation techniques and staying current with market trends to optimize client portfolios. He's developed sophisticated operational systems that efficiently manage hundreds of millions of dollars for thousands of clients. Lotem takes pride in translating complex financial concepts into actionable strategies that help clients achieve their long-term financial goals while aligning with their values.

Beyond the world of finance, Lotem finds joy in the culinary arts, exploring new recipes and cooking techniques that bring people together around the table. His background in film studies continues to fuel his appreciation for cinema, and he enjoys analyzing films from both artistic and technical perspectives. Physical fitness is also important to Lotem, and he makes time for regular exercise to maintain balance in his busy life.

At home, Lotem shares life with his wife and their spirited 18-pound terrier mix who keeps them on their toes. He and his wife are excited to be embarking on the journey of parenthood with their first child. Born in Israel, Lotem brings a global perspective to both his professional work and personal interactions. Whether he's developing investment strategies or spending quality time with family and friends, he approaches life with curiosity, dedication, and a commitment to making meaningful connections.

Joseph is an Investment Analyst at Purpose Driven Wealth, specializing in brokerage operations and research. With a focus on portfolio management and trade execution, he assists financial advisors in providing top-tier solutions for their clients on the brokerage platform. Holding Series 7 and Series 66 licenses, Joseph has a strong foundation in securities analysis and is passionate about supporting clients to achieve their investment goals. His keen understanding of market trends and trading strategies enables him to deliver impactful insights and ensure seamless portfolio management. Joseph is dedicated to helping advisors navigate the complexities of the investment landscape with confidence and precision.

Outside of work, Joseph is an avid fitness enthusiast who enjoys staying active through running and weightlifting. Passionate about the outdoors, he loves exploring new trails and spending time with family and friends. Whether it’s on a run, enjoying a soccer game, or simply being outside, Joseph values maintaining a healthy balance between work and personal life. These activities help him recharge and stay focused, bringing his best energy to both his personal and professional pursuits.

Since joining the team in 2018, Lindsay has been a driving force behind the practice’s operations. Working remotely from Texas, she brings a strategic and detail-oriented approach to managing staff and business operations, all while ensuring an exceptional client experience. A proud graduate of Texas Tech University and a licensed life and health professional, Lindsay blends industry expertise with a passion for efficiency, keeping our practice running smoothly and our clients well-supported.

Lindsay and her husband, Chuck, met while attending Texas Tech University and have built a beautiful life together with their three daughters, Harper, Harley, and Hadley. Lindsay cherishes family time—whether it’s experimenting with new recipes in the kitchen, enjoying family movie night, or making memories with extended family. With a heart for connection and a love for creating meaningful experiences, Lindsay brings that same passion into everything she does, both personally and professionally.

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.