Our vision is to be by your side as a trusted advisor, focused on helping you achieve financial and personal success.
Charlie is a CERTIFIED FINANCIAL PLANNER™ (CFP®), primarily working with high net-worth families and business executives. As a CFP® professional, Charlie has extensive knowledge in retirement planning, estate planning strategies, tax planning strategies, investment planning, and insurance and risk management. In his pursuit of holistic wealth management, Charlie has also achieved other specialized education and designations including Accredited Wealth Management AdvisorSMTM(AWMA®), focused on estate and executive benefits planning for high net-worth clients and business owners. He immediately started working in financial services after graduating from the University of Colorado Boulder with a Bachelor of Arts in Economics.With an emphasis on approachability and relationship-building, Charlie values a trusting relationship with each client. He is committed to working with clients to advance towards their goals and live life on their terms.
Charlie lives in Denver with his wife Maria and two dogs, Winston & Jamie. He enjoys being outdoors, golfing, traveling frequently, and attending CU sporting events. A lifelong Buff, he currently serves on the Executive Committee of the CU-Boulder Alumni Association Board of Advisors. While attending CU, Charlie was the President and played back row for the nationally ranked CU Men’s Rugby Club and continues to be actively involved in the rugby community.
As a Senior Financial Advisor at Gainline Financial Partners, Paul specializes in working with individuals and families to develop a custom financial strategy designed to help them achieve their personal goals. Whether it is having enough money for retirement, creating a family legacy or getting to the finish line of your financial marathon, he thrives on empowering clients to reach their goals.
A graduate of the Leeds School of Business at the University of Colorado. Paul has called Colorado his home for almost two decades. Outside of work, you can find Paul traveling with his wife Joanna, daughter Bailey, and son Connor, as well as playing rugby, skiing, and golfing. A strong believer in giving back to his community, Paul has been the Captain, President and Vice President of the Boulder Rugby Football Club for over 10 years.
Claudia has over 40 years of experience in wealth management. She works with high- net-worth individuals, institutions, endowments, and charitable institutions. As a CERTIFIED FINANCIAL PLANNER” professional, Claudia has extensive knowledge in investment planning, insurance and risk management, tax planning strategies, retirement planning and estate planning strategies. She serves as a Managing Director of Gainline Financial Partners.
Claudia works with clients to identify their values, goals and aspirations, and then builds a customized wealth management plan in line with those objectives. She firmly believes in creating client relationships based on respect, trust and integrity. Claudia views Gainline Financial Partners as a well-integrated team: each member brings different skills and strengths to the overall goal of helping clients advance towards their goals and live life on their terms.
A long time resident of Boulder, Claudia has a long history of serving the community, including leadership and board positions with Community Food Share, Colorado Therapeutic Riding and Boulder Valley Dressage. She is currently on the Board of Guide Dogs For the Blind, the largest Guide Dog school in North America. In addition to being on the Board, she is a volunteer puppy raiser and is currently raising her 9th puppy, Zander, a male Golden Retriever.
With over 20 years of wealth management experience, John leverages his extensive background in mathematics to serve as the group’s chief “number cruncher”. He earned his Certified Investment Management Analyst (CIMA®) certification through the Wharton School of Business. Additionally, he holds a Bachelor of Science degree in mathematics from Regis College, and a Master of Science in mathematics from Colorado School of Mines.
John is responsible for portfolio analysis, asset allocation analysis, investment due diligence and performance review. He provides clients with a professional, prudent and disciplined investment advisory process to help assist them achieve their goals.
A long time rugby enthusiast, John began playing in high school and continues as an active player and member of the Boulder Rugby Football Club – his dedication to the rugby community is evidenced by Boulder Rugby Football Club naming the annual Most Valuable Club Member award in his honor. He has also been on the board of Rugby Colorado, a member of the United States Rugby Congress, a Course Leader for the USA Rugby Coach Development program, and head coach of the local youth and high school team. John also enjoys golf, travel, and cooking.
Sonya joined the team in 2018 with extensive experience in the financial services industry, including holding her Series 7 and Series 66 registrations. She is Gainline Financial Partners’ Operations Manager.
Sonya is responsible for overseeing business operations and compliance while also providing general service to clients. She prides herself on staying up to date with technology and Gainline practices to ensure clients consistently receive the highest level of service Originally from Vermont, Sonya loves being outdoors and enjoying the mountains of Colorado. Outside of work, you can find her riding her bike or weather permitting on the water paddle boarding. She is also committed to helping local dog rescue organizations, including fostering shelter puppies until they find their forever homes.