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. When he's not discussing financial strategies, Danny loves spending time with his daughter Sophia and friends/family. 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.

Amelia is an alumna of the University of Northern Colorado where she studied English Literature. After several years of experience in administration in other industries, she joined the Purpose Driven Wealth team in 2026 to help support operations within the team. She specializes in managing connections, organizing physical and digital spaces, and adapting systems to continue providing support both inside and outside of the office.

Outside of work, Amelia is a published author. She specializes in fantasy, as well as connecting youth to storytelling to help promote creativity, confidence, and community. She and her husband, Taegen, are both Army B.R.A.T.S. and decided to stay in Loveland after getting married as they set down roots. Amelia and Taegen have two rescue dogs named Bugbear and Ranger, their names picked as a reflection of both of their interest in collaborative storytelling. When not reading, Amelia also enjoys learning new recipes to cook and exploring Colorado’s wilderness with her husband and dogs.

As a Senior Investment Analyst at Purpose Driven Wealth, Raj brings a rigorous and thoughtful approach to investment research and portfolio construction. He is a CFA^® Charterholder and holds a Master of Science in Finance from the University of Rochester’s Simon Business School in New York.

Raj’s interest in finance began when he enrolled in a financial markets course during his undergraduate studies. What started as simple curiosity quickly grew into a fascination with how companies, markets, and people are all connected through capital and human behavior. That spark led him to pursue the CFA designation and roles across a broad range of asset managers, including global wealth managers serving HNI clients, where he gained experience in public equities, credit, private markets, and global macro research.

He has deep experience in valuation, financial modeling, and investment research, having viewed the markets through multiple lenses. Alongside fundamental analysis, Raj enjoys developing Excel models, automated tools, and market screeners using Python, VBA, and Bloomberg, turning complex data into clear and actionable insights for the team.

Working closely with Lotem, Raj contributes to ongoing portfolio monitoring, research reviews, and the development of investment recommendations. He helps refine internal models, streamline data processes, and translate complex market information into meaningful insights for advisors and clients. His background gives him a holistic understanding of how strategies are evaluated, how risk is managed, and how capital is allocated across asset classes, allowing him to connect investment ideas to client backgrounds and communicate them clearly.

Outside of work, Raj stays active in the investment community by attending CFA Society and industry events, mentoring peers, and participating in investment discussions. He loves hiking, sprinting outdoors, reading widely, exploring new breweries, and is both a cat and a dog person. Above all, Raj brings genuine curiosity, humility, and a steady, research-driven mindset to every conversation and every decision he makes.

As a Senior Investment Analyst at Purpose Driven Wealth, Simon focuses on brokerage operations and investment research. His work spans from trade execution to developing firm and client-level investment strategies.

After graduating from Wheaton College (IL) in 2020 with a degree in Economics, Simon spent several years as a Strategy Research Analyst at First Trust Portfolios. This role sparked his appreciation for the quantitative side of investing and portfolio management, which drove him to become a Chartered Financial Analyst (CFA). Simon later earned his Certified Financial Planner (CFP) designation, believing that a deeper understanding of a client's full financial picture is essential for developing well-informed and comprehensive investment strategies. He is enthusiastic about leveraging Excel and computer programming to model, automate, and find answers to investment and strategy-related questions. While still a lifelong learner, Simon is hopeful he has completed his last set of exam practice questions.

Simon and his wife, Caroline, moved from Chicago to Fort Collins in the fall of 2024 when Caroline began her Clinical Psychology program at Colorado State University. When Simon isn’t supporting brokerage operations, he enjoys exploring Colorado with Caroline or lounging around the house with their exotic shorthair cat Cubbie (go Cubs!). Simon loves playing games with friends, both board and video, and rooting for his beloved Chicago sports teams (despite their last decade of disappointment). As a former captain of Wheaton College’s Cross Country and Track & Field teams, he is doing his best to stay active and fit, but Fort Collins’ restaurant and brewery scene tests his discipline. While you’re reading this, he’s probably trying to convince Caroline as to why she should be on board with him upgrading a component in the computer he built.

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.