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...

Colin Green CFA, MSF

Financial Advisor

970-343-2627

colin@westernwm.com

Originally from the Vail Valley of Colorado, Colin Green is an investment professional with deep experience in private wealth and portfolio management. He completed his foundational education at Vail Mountain School before moving to...

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

970.968.8531

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...