Broker Check
LPL Account Log In

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

FacebookConnect with Cain

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 the past 19 years.

Read more

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...

Read more

Darla Douglas

Client Services Manager

303-444-4415

303-444-4539

Darla has been working in the Financial Services Industry with LPL Financial since 2009. She is available to help clients with any account related inquiries or tasks. Darla currently holds the Series 7 and 66 registrations.*Darla was...

Read more

Tia Tracy

Administrative Specialist

303-444-4415

303-444-4539

Tia Tracy joined the Rocky Mountain Wealth Management team as an Administrative Specialist in April 2017. She has worked in the financial industry for the past three years, previously working at Raymond James and Ameriprise. She is...

Read more

David Pocs

LPL Financial Advisor, MBA

303-393-2454

303-393-2365

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

Read more

Monica Lindbloom

LPL Financial Advisor

720-300-2140

303-444-4539

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....

Read more

K. Denise Green

LPL Financial Advisor, CRPC®

970-201-4343

K. Denise Green joined LPL Financial in July 2011 after starting her career as a Financial Advisor at Merrill Lynch in 2005.

Read more