Our Team

Brooke Martinez AWMA^®

Financial Planner

Helping people pursue their goals and aspirations is Brooke's inspiration. Whether a client is just starting out and is charting their investment journey, or transitioning to a new phase of life, or a seasoned investor ready to head...

Carly Marinstein

Administrative Assistant

970.926.6911

carly.marinstein@lpl.com

Carly moved to the Vail Valley in 2023 for a post-college gap year. Immediately falling in love with the mountains, she began to lay down roots and build community. Coming out of school with a math degree, Carly began studying finance...

Holly Jones

Client Services Manager

(303)393-2342

Holly.d.jones@lpl.com

Holly Krug specializes in assisting clients with account opening, activating Account View online, transfers and updates. She also provides marketing, administrative and compliance support. Holly is a Colorado native, CSU graduate and...

Jamie Medina

Client Services Coordinator

970.926.6911

jamie.medina@lpl.com

Jamie joined our team early in 2025.You will communicate with her by email and phone, and may see her in the Branch office in Golden, CO. She consistently maintains a positive demeanor and demonstrates genuine care for all clients...

Katy Lizotte, CFA, CFP®, CDFA

Financial Advisor

970.926.6911

katy.lizotte@lpl.com

Katy is a financial advisor with Aprisent Financial Group™. As a valued partner and consultant, her commitment is to guide clients through life's financial seasons.

Stuart Green, CFP^®, MBA

Founding Partner and Principal

(970) 926-6911

(888) 519-5368

stuart.green@aprisent.com

Stuart Green is a founding partner and principal of the Aprisent Financial Group™ , a comprehensive wealth management firm. He is a CERTIFIED FINANCIAL PLANNER™ Professional and has an extensive background in business,...

Tracy Tutag, CFP^®

Founding Partner and Principal

(970) 926-6911

(888) 519-5368

tracy.tutag@aprisent.com

Tracy Tutag is a founding partner and principal of the Aprisent Financial Group™. As a CERTIFIED FINANCIAL PLANNER™ Professional, Tracy is dedicated to providing objective, personalized advice to clients by focusing on their needs,...

Will Mako

Financial Advisor

970.926.6911

970.968.8531 (voice only)

will.mako@lpl.com

Will Mako is a financial advisor with Aprisent Financial Group™. He is a professional who prepares personalized advice and planning for clients through all life stages. His goal is to help members of the mountain communities be...