The 5 Best Financial Planners

Financial planning involves more than choosing investments. From preparing for retirement and funding education to managing taxes and preserving assets, sound financial strategies can help individuals and families prepare for changing circumstances. The Best of the Boat 2026 showcases financial planners serving the Yampa Valley, where personalized guidance helps clients evaluate their options, establish long-term goals and make informed decisions about their financial futures.

David Lamb || Edward Jones

David Lamb is a financial advisor with Edward Jones, providing investment guidance and financial planning services for individuals, families and business owners. His work includes retirement planning, education savings, estate strategies and fixed-income investment management. Lamb emphasizes a personalized planning process that connects clients' financial objectives with investment allocations designed around their long-term needs.

Laura Cusenbary || Wells Fargo Bank

Laura Cusenbary provides financial planning and advisory services through Wells Fargo Bank, assisting clients with wealth management and long-term financial decisions. Her areas of focus include retirement income planning, investment portfolio guidance and credit strategies. Working with individuals, retirees and small business owners, Cusenbary develops financial approaches tailored to different goals and stages of life.

Jessica Koppe || Edward Jones

Jessica Koppe is an Edward Jones financial advisor who works with clients on investment planning, retirement income strategies and wealth management. Her services include portfolio diversification, insurance planning and strategies for transferring assets between generations. Through individual consultations, Koppe helps clients evaluate their financial priorities and develop plans suited to career changes, retirement expectations and other life transitions.

Blair Braden || Denver Wealth Management

Blair Braden provides financial planning and investment management services through Denver Wealth Management. His work encompasses fee-based asset management, tax-efficient investment strategies and retirement transition planning. Braden uses a data-driven approach to portfolio construction, helping individuals and business owners develop investment strategies aligned with their financial goals and long-term plans.

Donnie Haubert || Sleeping Giant Financial Services

Donnie Haubert is the principal financial advisor at Sleeping Giant Financial Services, an independent wealth management firm. His practice focuses on retirement planning, wealth preservation, tax strategies and financial risk management. Haubert emphasizes individualized investment planning and a fiduciary-focused approach, working with families, retirees and business professionals to address their financial priorities.

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