William "Hob" Wubbena, MBA

William "Hob" Wubbena, MBA

      Wealth Manager

      Hob’s mission is to help others grow purposeful and preserved wealth. After a life-threatening medical situation impacted his family, Hob shifted from a career in engineering to financial advising so that he could better support those he cares about. He is passionate about equipping others to navigate life’s challenges, put family first, and make a difference in our world.

      Through his distinctive combination of skills and experience, he now engineers wealth strategies designed to outpace inflation and taxes, buffer against market downturns, and augment meaningful wealth.  As wealth grows, complexity follows. Hob brings clarity to which decisions are key to your goals and recommends strategies that make sense.

      He is a registered financial advisor with FINRA Series 7 and Series 66 registrations and holds various state licenses. Hob earned a Bachelor of Science in Engineering from the University of Wisconsin and an MBA from Daniels College of Business at the University of Denver. He also holds multiple engineering patents from his time at HP, received numerous entrepreneurial awards, and guest lectured at the Georgia Institute of Technology, Colorado State University, and Vanderbilt University.

      Hob actively volunteers in his community as an advisor for the Denver Museum of Nature & Science, Innosphere Ventures, and various non-profit organizations. He and his wife, Beth, are involved in their local church and enjoy spending time with their grandchildren.

      CA Insurance License Number 4042888. Resident State CO.

      Tasha Skott

      Tasha Skott

          Executive Assistant

          Tasha is a dedicated professional with a strong background in healthcare and a growing interest in the finance sector. Working as an executive assistant for Chase Bellefeuille, she is successfully transitioning into the finance industry, bringing years of experience from a client-centric environment where trust and integrity are paramount. Throughout her career, Tasha has honed her ability to balance efficiency with empathy, fostering long-term relationships.

          Known for her keen attention to detail and unwavering commitment to high standards, Tasha is a reliable asset in any field. Outside of her professional life, Tasha enjoys spending quality time with her husband and two dogs. She is passionate about cooking, gardening, and staying active outdoors, all of which contribute to her well-rounded, balanced approach to life.