Robertson Stephens Wealth Management has further strengthened its presence in Colorado by welcoming Three Points Financial, an SEC-registered investment advisor managing about $118 million in advisory assets.
Mary Alpers, founder of Three Points Financial, joins Robertson Stephens as managing director and principal, and her office will become the new Robertson Stephens' Colorado Springs office. Alpers’ team will also include her colleague of 17 years, Michelle Williamson.
Alpers has more than 20 years of experience in the financial services industry. Prior to joining Robertson Stephens, Alpers was the president of Three Points Financial, Inc., formerly known as Alpers Financial Planning, Inc.
