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2505 Walnut Street, 2nd Floor
Boulder, Colorado 80302
303-444-4415
888-448-4415

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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Cain Kobert

President, CFP®

303-444-4415

303-444-4539

Cain Kobert, CFP® is President and Founder of Rocky Mountain Wealth Management, and has worked extensively in the financial services industry for over 20 years.

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Lindsey Michel

Branch Operations Manager

303-444-4415

303-444-4539

Lindsey has served as Branch Operations Manager of Rocky Mountain Wealth Management since it opened its doors in June 2006. She manages client services and business operations. Lindsey received a degree in Sociology/Criminology from...

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David Pocs

LPL Financial Advisor, MBA

303-393-2454

720-523-5444

David lives in Henderson, CO with his wife Jennifer and three children, Elena, Sofia & Lars. He enjoys spending time with his family, skiing, camping, soccer practices and games, little league baseball, Jr. PGA, school events, and gardening

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Monica Schmitt

LPL Financial Advisor

720-484-8596

303-393-2365

Monica has worked in the financial sector since 2007 and prior to that she was a licensed tax preparer. She truly enjoys helping her clients navigate the world of investing and understands that investing can be an emotional process....

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Alisa Knafelc

Administrative Assistant

813-387-6865

303-444-4539

Alisa has assisted Rocky Mountain Wealth Management as an Administrative Assistant since 2015. She began her career in the financial industry in 2013 after raising her two boys while working at their elementary school as an Educational...

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