Our Support Team TownSquare Capital, LLC. has a unique team-based approach which places clients at the center of everything they do. As a client of the firm you benefit from total resources of the group. While your individual advisor will take a lead role in the relationship, a team of specialist work in the background for your benefit.The Story – Why does an individual client invest differently than an institution?The availability, tax efficiency, and pricing of certain investment options is the biggest road block to an individual investor. Institutions own stocks and bonds differently than most individual clients. At TownSquare Capital, we believe the individual client should have the same access to these investments with similar pricing structures. We offer a unique approach to solve for this obstacle in the industry.The PeopleTownSquare Capital’s designated CFP® / CFA Senior Portfolio and Fixed Income Strategists work directly with us to develop, implement, and monitor your investment portfolio and financial planning strategies. With about 20 team members at TownSquare Capital, LLC. advisors receive an elite level of support. Kimberly Doleman Wealth Manager, Investment Advisor Representative, Registered Representative (720) 283-2121 (303) 730-3058 firstname.lastname@example.org As your financial advisor, I have over 18 years of experience in the financial and health care industries. I have the ongoing pleasure of servicing four generations of clients for the past 18 years. My focus is on addressing a... Read more Kurt Brown Chief Investment Officer As Chief Investment Officer, Kurt heads the TownSquare investment committee in the design and construction of client portfolios including asset class selection and the vetting of outside money managers. With nearly 25 years of both buy... Read more Monica Sonnier Fixed Income Strategist Monica specializes in fixed income analysis and management and has over 20 years’ experience in institutional portfolio management. Monica was most recently the head of portfolio strategies for a regional broker/dealer, serving... Read more Chris Hedquist Equity Strategist As Senior Portfolio Strategist at Townsquare Capital, Chris works directly with financial advisors and their clients in developing, implementing, and monitoring investment portfolios and financial planning strategies. Chris heads up... Read more Michael Folker Chief Operations Officer Michael joined TownSquare in June 2017 as the Chief Operations Officer, and is responsible for ensuring various departments work seamlessly together. In a previous role as VP of Operations, Michael helped grow the operations team of a... Read more Firm Disclosure Brochure, Kimberly K. Doleman IAR Brochure. Please contact Kim Doleman, Investment Advisor Representative, for more details.All of your insurance needs in one place.We help with your life-insurance, long term care insurance, and disability insurance needs.