Patrick Stimson, Partner, Wealth Advisor
Education: BBA in Finance, Western Michigan University
Affiliations: Financial Planning Association, Member
Previous Experience: Ameriprise Financial, Inc., Financial Planning Analyst/Paraplanner, Financial Advisor Assistant
Belén Ryan, Operations Manager
Education: BA in Political Science, University of Colorado at Boulder , Graduate Certificate of Finance, Colorado State University
Affiliations: Member - National Association of Plan Advisors , Member – Women in Pensions Network , Series 65 License with FINRA
Previous Experience: Vival Inc., Financial Analyst , The Resource Center for Associations, Membership Coordinator & Meetings Planner
Belen is an Operations Manager for Curi Capital. She is responsible for handling the day-to-day needs of retirement plan clients, as well as helping participants and companies achieve retirement succe
Jay T. Krause, Retirement Plan Advisor
Education: BS in Marketing & International Business and Human Resource Management, Kansas State University
Previous Experience: Empower Retirement, Internal Sales Director , J.P. Morgan, Private Wealth Management Senior Client Associate
Loren Knaster, Partner, Senior Wealth Manager
Education: BA in Broadcast Journalism and Psychology, Syracuse University , MA in Conflict Resolution, University of Denver
Affiliations: Jewish Colorado, Volunteer
Previous Experience: Wisdom in Action, Client Associate , WIA Financial Management, Business Manager , WPBN TV, Sports Reporter/Anchor
Seth Davis, Partner, Managing Director of Retirement Plan Solutions and Wealth Builder
Education: BS Accounting, Binghamton University
Affiliations: Investment & Wealth Institute, Current Member , Financial Planning Association, Former Member , National Association of Personal Financial Advisors, Former Member
Previous Experience: Wisdom in Action, Founder and Owner
Seth brought with him 15 years of experience in financial services when he joined RMB Capital. His prior firm, Wisdom in Action, was acquired by RMB in 2011. Prior to launching Wisdom in Action, his w
Donald A. Bechter, Partner, President
Education: BS, University of Colorado Boulder , MBA in Finance and Marketing, Kellogg School of Management at Northwestern University
Affiliations: InBankshares Corp., Board of Directors
Previous Experience: RBC Capital Markets, Managing Director , Daniels & Associates, Managing Director
Don is the managing partner of RMB and leads the operational and strategic direction of the firm. He joined RMB in 2011 to launch the expansion of the business in the western U.S. and to oversee the f