Luke Daniel,
CFP^®

Her special focus is educating and empowering women clients who want to take a more active role in managing their financial lives or are going through life altering events such as divorce or the loss of their spouse.

Bruce brings extensive experience as an estate planning attorney, helping families, individuals, and small business owners achieve their planning goals.

Charles makes sophisticated concepts understandable to help clients take advantage of the firm’s comprehensive capabilities.

Leads Lido’s Colorado team, helping ensure clients are well served by an experienced advisory team while continuing to strengthen Lido’s presence in the local community. She also plays an active role in Lido’s Women’s Wealth Advantage program, championing financial education and confidence for women at every stage of life.

Dillon sees his role as the financial quarterback for his clients conducting comprehensive financial planning with due consideration to tax and estate concerns*. He believes in helping clients define achievable goals, understand their financial choices, and implement strategies that are in their best interest.

Works with clients to simplify investment decisions and help them stay aligned with long-term goals. He brings a natural enthusiasm for markets to his work, combining curiosity with a steady, thoughtful approach to portfolio strategy. For Edward, the focus is not just on performance, but on helping clients feel confident knowing their investments are being actively managed and monitored.

He takes a holistic approach to wealth management, focusing on helping high net-worth individuals and families manage, grow, and protect their wealth.

Experienced in investment management, family office, and financial planning capacities, Jaron focuses on navigating relationships, conversations, market dynamics, and financial goals to best position his clients’ wealth.

A creative problem solver, Jordan finds intrinsic satisfaction in turning complex concepts into accessible elements. He puts his strategic and analytical approach to use guiding families and nonprofit clients toward their investment and financial planning goals.

Joshua is a people person at heart. His passion for people drives him to build strong relationships with his clients to ensure he is figuring out the best solutions to their goals and objectives in life.

Meagan takes pleasure in making complex topics understandable and collaborating with, guiding and empowering families. Her clients provide her with a sense of purpose, and she finds great joy in the meaningful relationships that develop through her active engagement in their financial affairs.

Michael is motivated by holistic planning and helping his clients reach their financial goals. His love for analytics, mathematics, and working with clients is what drove him to join the financial services industry.

As a manager of Lido Atlanta’s regional office, Shawn is an advocate of Lido’s differentiated approach to portfolio management and believes it separates Lido from other wealth and investment managers. He brings extensive knowledge in wealth planning, investment strategy, and client relations to the team.

Dedicated to delivering comprehensive wealth management solutions to high-net-worth individuals and families. He is committed to ensuring that each client’s needs are met with tailored strategies, and they are given the tools to preserve their legacies.

She works closely with clients and advisors with the backing of Lido’s investment team to provide the highest level of service and optimal solutions for each client.