303-848-3637

Comprehensive Financial Services

Investment Management

Strategic portfolio oversight aligned with long-term objectives and risk tolerance.

Retirement Planning

Thoughtful protection strategies designed to safeguard families and preserve estates.

Estate Planning

Collaboration and administrative guidance to ensure continuity and clarity.

Insurance Planning

Strategic coverage solutions designed to protect your assets, income, and family against life’s expected and unexpected events.

Annuity Planning

Structured income solutions designed to provide stability and longevity protection.

Risk Management

Proactive strategies to identify, assess, and mitigate financial vulnerabilities.

Education Strategies

Tax-efficient savings approaches aligned with long-term educational goals.

Social Security

Personalized claiming strategies coordinated with retirement income planning.

Charitable Planning

Purpose-driven giving strategies aligned with tax efficiency and legacy objectives.

Financial Education

Ongoing guidance designed to foster clarity, confidence, and informed decision-making.

Contact us

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Contact Patrick

Patrick Scobie

Partner | Investment Advisor Representative

Patrick brings more than three decades of experience as an attorney with an LL.M. in taxation. His background in estate planning and wealth transfer provides a strong technical foundation for his work with individuals and families. In addition to his legal career, Patrick has served as a board member of a multi-generational family business, helping guide long-term succession and stewardship. These experiences inform his thoughtful, disciplined approach to financial planning. Patrick works closely with clients to navigate estate strategy, tax considerations, charitable planning, and investment oversight with clarity and direct communication.

Originally from Wisconsin, Patrick now resides in Denver with his wife, Priscilla. He enjoys cooking, traveling, spending time with family, and embracing the Colorado outdoors.

Contact Ian

Ian Scobie

Partner | Investment Advisor Representative

Ian believes wealth management begins with trust and clarity. He works closely with clients to simplify complex financial decisions and provide steady guidance grounded in long-term thinking.

Introduced to the profession through personal finance studies in college, Ian’s deeper perspective developed from years of observing multi-generational estate planning firsthand. That experience shaped his belief that thoughtful planning and disciplined advice can meaningfully impact families for decades.

His work combines technical analysis with ongoing client partnership, with a focus on practical solutions and clear communication.

A Colorado native, Ian lives in Denver and enjoys fly fishing, skiing, and time in the mountains. He once rode a motorbike down the Pan-American Highway and coached Team Argentina in the 2014 World Lacrosse Championships.