Jeff Brainard, CFP®, CFS

Managing Partner & Individual Wealth Strategist

 
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Twenty YEARS OF FINANCIAL EXPERIENCE WITH A DIVERSE BACKGROUND TO HELP PLAN YOUR FINANCIAL OBJECTIVES.

Jeff is a native of the Denver area and has been married to his wife, Christa, for 20 years. They have three beautiful children, two boys and a girl, who spend the majority of their days keeping themselves (and their parents) quite busy and constantly on the move with sports and dance.

Jeff has an extensive background in financial services and has worked for some of the largest investment management firms in the world over a 20-year+ career.  He became a CERTIFIED FINANCIAL PLANNER (CFP®) in 2010 and is a graduate of the Leeds School of Business at the University of Colorado at Boulder with a degree in Accounting.

Jeff is also a staunch believer in using ETFs and low-cost index funds for client investments. He was one of the pioneers of the ETF industry, being named to the original institutional sales team for the Select Sector SPDRs in 2004 and had the opportunity to ring the opening bell at the New York Stock Exchange with ALPS Portfolio Solutions in 2012.  He also believes in the fiduciary standard and that everyone needs a professionally developed financial plan to help them achieve their goals.  He subscribes to the notion that the majority of financial problems can be solved by saving more money and spending less of it, and that most of the other things will require some help.

Since 2009, he has volunteered as a coach in the South Jeffco Sports Association and has been both a head coach and an assistant coach for baseball, basketball, and football during that time. In 2018, he was named the freshman baseball coach at Columbine High School. It's been a great excuse to spend time outdoors with his boys and give back to the community. When not coaching sports, there is a good chance that he's attending a ballet recital or performance for the Littleton Youth Ballet to watch his daughter.

Professional Designations:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) certification(1)

  • Certified Fund Specialist (CFS) certification(2)

 

(1) This certification is owned and awarded by the Certified Financial Planner Board of Standards, Inc.  The CFP®designation is awarded to individuals who meet the CFP® Board's initial and ongoing requirements and successfully pass extensive exams in the areas of financial planning, taxes, insurance, estate planning, and retirement.

(2) Certified Financial Specialist certifications are typically obtained by personal financial advisors, accountants, bankers, brokers, money managers and certified financial planners. It provides financial service professionals with additional expertise for advising clients on which mutual funds best suit their particular needs. The CFS designation does not license individuals to buy or sell mutual funds; however, in many cases Certified Fund Specialists do have this license, which enables them to buy and sell the funds for their clients.

 
 

Grant Glenn, CFA, CFP®

Managing Partner & Individual Wealth Strategist

 
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Fourteen years OF FINANCIAL EXPERIENCE and ACCOLADES THAT SERVE OUR CLIENTS. 

Before moving to Denver, Grant Glenn grew up in Steamboat Springs, Colorado, also known as Ski Town, U.S.A.®, a town that has produced 98 Olympians in 80 years. Even though Grant was not an Olympian, he did learn there is more than one trail to get down a mountain; and for every skier/snowboarder, some trails are more suitable than others. Applying the concept to wealth management – there are many paths (or trails) in financial planning, and Grant would like to help individuals/families choose the right one for their financial objectives.

Grant co-founded Noble Wealth Partners with a vision that every client deserves a financial plan and investment recommendations tailored to their financial goals and objectives.  Grant would welcome the opportunity to partner with you and guide you down the trail toward your financial dreams.

Grant believes advisors committed to serving their clients should take the time to master their profession. For that reason, Grant has spent over 12 years in the financial industry after graduating from Colorado State University with a degree in finance. Grant has earned the right to use the Chartered Financial Analyst (CFA) designation (“CFA is the gold standard of the investment profession.” Financial Times, 06/14/2020), and Grant is a Certified Financial Planner® (CFP).

Currently, Grant is on the Investment Advisory Committee for Colorado State University (his term ends in 2024), and an active member of the CFA Society of Colorado. To explore and deliberate on cutting-edge wealth strategies, he co-founded the Irish Coffee Club, a think tank of four investment professionals, all holding the CFA designation and the CFP® certification.

Outside the office, Grant treasures time with his beautiful wife and their kids, Reaux and Daxon. In college, he was a member of the Club Tennis Team and the Head Coach of the CSU Snowboard Team. To this day, he continues to relish competitive tennis, social pickleball, and snowboarding.

 

Professional Designations:

  • Chartered Financial Analyst (CFA) designation(1)

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) certification(2)

(1) CFA Charterholders must undergo a rigorous course of study that prepares them for advanced investment analysis and real-world portfolio management. To earn the CFA® credential, candidates must complete a graduate-level, self-study curriculum and a series of three intensive exams, requiring at least 900 combined hours of study.  In addition, the candidate must meet the CFA Institute's education and experience requirements prior to using the credential. 

(2) This certification is owned and awarded by the Certified Financial Planner Board of Standards, Inc.  The CFP® designation is awarded to individuals who meet the CFP® Board's initial and ongoing requirements and successfully pass extensive exams in the areas of financial planning, taxes, insurance, estate planning, and retirement.

 
 

Sydney Batch

Director of Operations

 

Sydney is a Colorado native and has been married to her husband, Garrett, since 2021. She graduated from the University of Colorado with a degree in English, a minor in business with an emphasis in entrepreneurship, and a minor in geology.

Before she started at Noble Wealth Partners, Sydney worked in two other industries, both of which gave her the experience to begin her career in the financial advising industry. After graduating from CU, she was a Registered Behavior Technician, providing therapy for children with mental and physical disabilities. After that, she was the Sales Support and Advertising Coordinator for a B2B publication. In both of these roles, Sydney discovered her passion for leadership and helping others succeed.

Outside of the office, Sydney loves to spend time with her very large extended family, tend to her prolific garden and flowers, and watch all the CO sports teams, especially the Broncos. She’s also a part of 2 book clubs, several Fantasy Football leagues, and has 2 side-gigs — A cookie decorating business with her aunt and a custom woodworking business with her husband.