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Private Wealth Advisor
Client Focused. Before establishing Grok Wealth, I worked at major firms, serving over 400 individuals and families, and managing assets in excess of $1 billion. The experience was professionally rewarding, but over the years, I realized I could do more for my clients—devote more time to their goals, instead of the goals of a big company. This inspiration led me to go independent.
I also wanted to spend more time with my family. My wife Melissa and I have been married for eighteen years and have four children: Makayla, Noah, Madilyn, and Oliver. We also enjoy the company of our dog, Griffin. We love the outdoors and can be found hiking, camping, fishing, or trail running all over Colorado. In 2024, I completed The Colorado Trail, a 485-mile journey from Denver to Durango.
Client Advocate
Cultivating a Lasting Impact. During my college years, I discovered my passion for financial empowerment while teaching my peers. This passion led me to pursue a career where I could make a real impact on people’s lives by helping them achieve their financial goals.
After graduating from BYU-Idaho in 2022, I took a leap of faith and relocated to Denver, Colorado, in pursuit of new opportunities. Committed to delivering excellence and exceeding client expectations, I am dedicated to providing superior service to every individual I assist. Outside the office, I enjoy spending time outdoors, camping, and staying active by playing soccer.
As Chief Investment Officer for Independent Financial Partners and President of IFP Asset Management, I conduct analytical research and due diligence for all investment types, manage portfolio analysis and construction, and direct activities within IFP’s Asset Management Group. I also lead the IFP Investment Advisory Committee. Additionally, I am a partner at MarketPsych Insights, offering client profiling tools for financial advisors, separate from IFP.
Mr. Gilman is an employee of Independent Financial Partners and not affiliated with Grok Wealth.
As the Director of Asset Management at IFP, I handle due diligence for investments and assist in managing IFPAM’s model portfolios. I support advisors with various investment-related tasks, such as researching stocks, ETFs, and mutual funds, constructing portfolios, and developing customized investment strategies. Additionally, I oversee strategy implementation within accounts held at Pershing, SEI, Fidelity, and TD Ameritrade, and I serve on IFP’s Investment Advisory Committee.
Mr. Nunley is an employee of Independent Financial Partners and not affiliated with Grok Wealth.
As Chief Compliance Officer at Independent Financial Partners, I oversee Compliance, Registration, and Supervision. I am a key member of IFP’s Executive Management Team and hold a voting position on the IFP Investment Advisory Committee. With extensive industry experience, including roles in trading, operational leadership, and supervision within the Independent Brokerage space, I’ve also served in front office management capacities at Merrill Lynch and JP Morgan.
Mr. Wilkes is an employee of Independent Financial Partners and not affiliated with Grok Wealth.
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