ALTITUDE WEALTH MANAGEMENT - Key Persons
Haley began her career by making coffee and answering phones at her father's office. Her father, Steve Hansen, founded Steve Hansen & Associates; a retirement planning company. After graduating from the Monfort College of Business at the University of Northern Colorado in 2006, Haley became Steve's apprentice. Haley has greatly expanded her roles and is now the President of Altitude Wealth Management, LLC., an SEC registered investment advisory firm.
Haley has a passion for seeing her clients achieve their financial goals and aims to give them peace of mind with regard to their financial future. Haley resides in Elizabeth, Colorado with her husband Jonathan and their two beautiful children, Jaxson and Alexa. Haley is a Colorado native and enjoys spending time in the great outdoors, serving the community and spending quality time with her family.
Job Titles:
- Senior Portfolio Manager for Gradient Investments
- Senior Portfolio Manager of Gradient Investments, LLC
Mr. Bryan is a Senior Portfolio Manager for Gradient Investments. He has been with Gradient Investments since 2016 and has over 15 years of total investment management experience. Mr. Bryan's job history includes equity research and portfolio management roles for institutional asset managers in Minneapolis and New York. He has been a frequent contributor to media outlets including CNBC, Fox Business, Reuters, and The Wall Street Journal. Mr. Bryan graduated with a bachelor's degree from St. Cloud State University, earned an MBA from the University of St. Thomas, and is a CFA® charterholder.
Jonathan brings the personality, friendliness and motivation to the Altitude Wealth Management team. He loves people and has a passion for seeing clients achieve their financial goals. Jonathan specializes in the income planning portion of retirement planning. Jonathan started his career in the financial planning world about 14 years ago. He left for a couple of years to help develop his mother and step-father's company into a multi-million dollar company. He has since rejoined the Altitude Wealth Management team to pursue his true passion of working with people to create their retirement plans.
From Jonathan, "I love each of our clients like my own family. I like to take the state-of-mind that I am planning for my sister, brother, mom or dad so that each piece of the plan is what is best for every client." Jonathan resides in Elizabeth, Colorado. He loves the outdoors and love spending time with Haley, Jaxson and Alexa.
Job Titles:
- Portfolio Manager of Gradient Investments, LLC
Keith joined Gradient Investments in 2018 and has more than 25 years of industry experience. Prior roles include asset management for a multi-billion dollar portfolio with a large institutional asset management firm. Keith is a CFA® charterholder, managed a Lipper Award winning mutual fund, and has been featured in media outlets such as Investor's Business Daily, Nasdaq, Reuters, and Bloomberg.
Job Titles:
- President of Gradient Investments, LLC
Mr. Binger is the President of Gradient Investments. He has been with Gradient Investments since 2012 and has more than 30 years of total investment management experience. Mr. Binger's prior roles include managing multi-billion dollar investment products for a large institutional asset manager. He graduated with a bachelor's degree from the University of Minnesota and is a CFA® charterholder. We believe that he brings a depth of market experience that is rare within the industry and has been a featured contributor with several media outlets including CNBC, Fox Business, Barron's, and The Wall Street Journal.
Job Titles:
- Member of the Altitude Office Team
Rachael is a member of the Altitude office team and has an eye for the details. She supports our clients during the application submission process and enjoys seeing clients progress toward their financial goals. She is positive, with a can-do attitude and fantastic organizational and time management skills. Outside of her professional life, Rachael enjoys an active lifestyle with her two children and husband.