Our Team

Claudia has over 30 years of experience in wealth management. She works with high-net-worth individuals, institutions, endowments and charitable institutions. As a CERTIFIED FINANCIAL PLANNER™ professional, Claudia has extensive knowledge in investment planning, insurance and risk management, income tax planning, retirement planning and estate planning strategies. She serves as a Managing Partner of Gainline Financial Partners.

Claudia works with clients to identify their values, goals and aspirations, and then builds a customized wealth management plan in line with those objectives. She firmly believes in creating client relationships based on respect, trust and integrity. Claudia views Gainline Financial Partners as a well-integrated team: each member brings different skills and strengths to the overall goal of helping clients advance towards their goals and live life on their terms.

A long time resident of Boulder, Claudia has a long history of serving the community, including leadership and board positions with Community Food Share, Colorado Therapeutic  Riding and Boulder Valley Dressage. She is currently on the Board of Guide Dogs For the Blind, the largest Guide Dog school in North America. In addition to being on the Board, she is a volunteer puppy raiser and is currently raising her 8th puppy, Arlo a male Golden Retriever.

With over 20 years of wealth management experience, John leverages his extensive background in mathematics to serve as the group’s chief “number cruncher”.  He earned his Certified Investment Management Analyst (CIMA®) certification through the Wharton School of Business. Additionally, he holds a Bachelor of Science degree in mathematics from Regis College, and a Master of Science in mathematics from Colorado School of Mines.

John is responsible for portfolio analysis, asset allocation analysis, investment due diligence and performance review. He provides clients with a professional, prudent and disciplined investment advisory process that assists them in achieving their goals.

A long time rugby enthusiast, John began playing in high school and continues as an active player and member of the Boulder Rugby Football Club – his dedication to the rugby community is evidenced by Boulder Rugby Football Club naming the annual Most Valuable Club Member award in his honor. He has also been on the board of Rugby Colorado, a member of the United States Rugby Congress, a Course Leader for the USA Rugby Coach Development program, and head coach of the local youth and high school team. John also enjoys golf, travel, and cooking.

As the First Vice President at Gainline Financial Partners, Paul specializes in working with individuals and families to develop a custom financial strategy designed to help them achieve their personal goals. Whether it is having enough money for retirement, creating a family legacy or getting to the finish line of your financial marathon, he thrives on empowering clients to reach their goals.

A graduate of the Leeds School of Business at the University of Colorado, Paul has called Colorado his home for almost two decades. Outside of work, you can find Paul traveling with his wife Joanna and daughter Bailey, or playing rugby, skiing, and golfing. A strong believer in giving back to his community, Paul has been the Captain, President and Vice President of the Boulder Rugby Club for over 10 years


CA License Insurance Number: 0J21310, Resident State: Colorado

Charlie holds multiple designations from the College for Financial Planning that encompass wealth strategies, equity-based compensation plans, tax reduction alternatives, retirement, and investment planning. This, coupled with his background in corporate finance and strategic planning bring additional experience and knowledge to help clients and their families. 

With an emphasis on approachability and relationship-building, Charlie values a trusting relationship with each client. He is committed to working with clients to advance towards their goals and live life on their terms.

Charlie holds a Bachelor of Arts in economics from the University of Colorado, where he served as president of the CU Men's Rugby Club, helping guide the team to a slot as national quarter finalists in back-to-back years. A lifelong Buff (and avid CU football fan), he currently serves on the CU-Boulder Alumni Association Board of Advisors.

Sonya joined the team in 2018 with extensive experience in the financial services industry, including holding a Series 7 registration. She is Gainline Financial Partners’ Operations Manager.

 

Sonya is responsible for overseeing business operations and compliance while also providing general service to clients. She prides herself on staying up to date with technology and general firm practices to ensure clients consistently receive the highest level of service.

 

Originally from Vermont, Sonya loves being outdoors and enjoying the mountains of Colorado. Outside of work, you can find her training for her recently acquired passion of obstacle course racing. She is also committed to helping local dog rescue organizations, including fostering shelter puppies until they find their forever homes.