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Portfolio Management
Custom strategies built around your goals, risk tolerance, and time horizon.
Legacy Planning
Guidance to help transfer wealth to loved ones or charitable causes with care.
Financial Planning
A personalized roadmap designed to support your financial decisions today and in the future.
Cashflow Management
Clarity on income, expenses, and tax-conscious distributions to support your lifestyle.
Retirement Planning
Planning that helps you move confidently from saving to living on your wealth.
Aspen Investment Management
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Leadership Team
WILLIAM J. ALPHENAAR, JR.
Principal
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RICHARD G. KNOOR
Principal
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MILES F. KUPERUS, CFP®
Wealth Advisor
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BRAD LAFFREY
Director of Investments
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BRIAN J. HOOGLAND
Wealth Advisor
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MARYBETH BARTLETT
Client Services Associate
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