Wally Smith received his Electrical Engineering degree from University of Illinois and quickly leaned into the business development realm of engineering. He founded Ridgegate™ Financial in 2003 as an independent wealth management firm treating retirement and family financial planning differently – looking at each family as “Client, Inc”. Many clients were concerned about the “unknown unknowns” – they didn’t want to miss something important. Wally developed an approach based on proactive Leadership for clients with their finances. This approach reflects the business planning of sound management of both investment and income assets. Wally and his wife Lynn of 34 years enjoy the beautiful Colorado mountains with their kids and spouses.

Richard Arnitz is a results-driven Senior Executive with more than 30 years of experience spanning manufacturing, financial services, real estate, and insurance industries. His extensive experience includes sales, marketing strategy, and business operations within the financial services sector in working with both private and public companies.

As a Financial Planner with Ridgegate™ Financial, Cole helps individuals and families work toward living their dreams by working with them to implement financial strategies custom tailored to their needs. He seeks to ensure their portfolio works for them, taking on the responsibility so they can pursue peace of mind.

As a Financial Planner with Ridgegate™ Financial, William helps high-net-worth to ultra-high-net-worth individuals and families to find the missing piece in their financial puzzle.

Throughout his years in the field, William has developed a skill for developing and recommending sophisticated solutions for wealthier investors. William specializes in working out the optimal approach given the broad toolset available and often complicated situations of such clients.

As a Financial Planner with Ridgegate™ Financial, Ryan Csrnko helps high net worth to ultra-high net worth individuals and families to realize the value their money has the potential to bring to their families. Using advanced planning and investment strategies clients are able to take the worry out of their finances.

Throughout his 9 years in the field, Ryan has gained invaluable experience with estate planning, charitable gifting strategies and advanced markets to achieve exceptional results for his clients.

As a Real Estate Strategist & Financial Advisor with Ridgegate™ Financial, Alex Staverosky helps high net worth individuals and real estate investors strive to use their finances to proactively and efficiently achieve their goals at every stage of their life. Throughout his time years in the field, Alex has gained invaluable experience from talking with hundreds of individuals regarding their personal and financial goals, and finding the unique planning strategies that allow them to move forward.

As a Wealth Advisor with Ridgegate™ Financial, Chris helps clients meet their financial and investment concerns head-on in order to actively pursue their purpose by providing creative and practical financial strategies and solutions.

Throughout his 15 years in the field, Chris has gained valuable insight into the needs of his clients and has effectively applied his comprehensive knowledge and experience in financial planning to address those needs.

As a Wealth Advisor with Ridgegate™ Financial, David is dedicated to delivering tailored solutions for each of his client’s unique needs.

With over 30 years of experience in the field, David has gained vitally important experience weathering a multitude of economic cycles and strives to instill confidence and clarity throughout life’s challenges.