Team Bios



Team Bios




Michelle Atlas, J.D. Managing Associate

Michelle Atlas-Quinn, J.D. - Managing Director of Operations

Michelle Atlas-Quinn, J.D.
Managing Director
of Operations

  • Attorney licensed by the Colorado Supreme Court to practice law (active registration)
  • Juris Doctorate from University of Denver Sturm College of Law
  • Former FINRA licenses Series 7, 63, and 24 and former Colorado life and health insurance license
  • Bachelor of Arts in Philosophy from the University of Colorado

Contact Michelle

Josh Barber - CIO & Co-Founder

Josh Barber
CIO & Co-Founder

  • Bachelor of Science in Finance and International Business from the University of Colorado
  • Bilingual English / Spanish

Contact Josh


Chelsea Bauer, Esq. - Senior Attorney, HLBS

Chelsea Bauer, Esq.
Senior Attorney, HLBS

  • Licensed by the North Carolina Supreme Court to practice law (active registration)
  • Licensed by the South Carolina Supreme Court to practice law (active registration)
  • Juris Doctorate from Charlotte School of Law
  • Bachelor of Arts in Communication from College of Charleston



Michael Bessette, Esq., ​- Managing Attorney, HLBS

Michael Bessette, Esq.
 Managing Attorney, HLBS

  • Attorney licensed by the Colorado Supreme court to practice law (active registration)
  • Attorney licensed by the Massachusetts Supreme court to practice law (inactive registration)
  • Juris Doctorate from New England Law
  • Bachelor of Science in Sociology from Suffolk University



Erika Binnix, J.D. - Associate

Erika Binnix, J.D.
Associate

  • Licensed by the Colorado Supreme Court to practice law (active registration)
  • Juris Doctorate from Southern Methodist University
  • Bachelor of Arts in Political Science from Western Kentucky University

Contact Erika

Ali Burroughs, J.D. - Associate

Ali Burroughs, J.D.
Associate

  • Attorney licensed by the Tennessee Supreme Court to practice law (active registration)
  • Juris Doctorate from the University of Memphis 
  • Bachelor of Arts in Political Science from the University of Arkansas

Contact Ali

Tad Burton, J.D. - Managing Director of Client Relations

Tad Burton, J.D.
Managing Director
of Client Relations

  • Attorney licensed by the Colorado Supreme Court to practice law (active registration)
  • Juris Doctorate from University of Denver Sturm College of Law
  • Bachelor of Arts in History and Anthropology from the University of Colorado

Contact Tad

Chris Cross - Senior Operations Manager

Chris Cross
Senior Operations
Manager

  • Bachelor of Arts in Philosophy from the University of Colorado



Matt Durr, E.A. - Director of Mergers & Acquisitions

Matt Durr, E.A.
Director of Mergers
& Acquisitions

  • Enrolled Agent
  • Bachelor of Arts in Economics from the University of Northern Colorado

Contact Matt

Harris Freedman, J.D. - Senior Associate

Harris Freedman, J.D.
Senior Associate

  • Attorney licensed by the Florida Supreme Court to practice law (active registration)
  • Juris Doctorate from Nova Southeastern University
  • Bachelor of Science in Business from the Florida State University

Contact Harris

  • Attorney licensed by the Colorado Supreme court to practice law (active registration)
  • Attorney licensed by the New York Supreme court to practice law (active registration)
  • Juris Doctorate from Charlotte School of Law
  • New York Supreme Court, Appellate Division Third Judicial Department
  • Bachelor of Arts in Criminology from Davis & Elkins College


Jake Jacobsen

Jake Jacobsen, J.D. - ​Associate

Jake Jacobsen, J.D.
Associate

  • Attorney licensed by the Colorado Supreme Court to practice law (active registration)
  • Juris Doctorate from University of Denver Sturm College of Law
  • Bachelor of Arts in Political Science from Fort Lewis College

Contact Jake

Dochtor Kennedy, MBA, J.D. - President and Founder

Dochtor Kennedy, MBA, J.D. - President & Founder

Dochtor Kennedy,
MBA, J.D.
President & Founder

  • Attorney licensed by the Colorado Supreme Court to practice law (active registration)
  • Juris Doctorate from University of Denver Sturm College of Law
  • Master of Business Administration (MBA) with a major in Finance from the Keller Graduate School of Management  
  • Bachelor of Science in Business Administration (BBA from the University of Minnesota)
  • Former FINRA licenses Series 7, 63, and 55 and former L&H license

Contact Doc

Janet Messer - Senior Compliance Analyst

Janet Messer - Senior Compliance Analyst

Janet Messer
Senior Compliance Analyst

  • 24+ years of Financial Services Industry Experience
  • Experience across Banks, Broker-Dealers, and Registered Investment Advisors
  • Previously held FINRA Series 7 license and Colorado life and health insurance license

Contact Janet

Zack Morse, J.D. - Director of Industry Disputes

Zack Morse, J.D.
Associate

  • Attorney licensed by the Florida Supreme Court to practice law (active registration)
  • Juris Doctorate from the University of Florida Levin College of Law
  • Bachelor of Science in Business Administration with a Specialization in Finance and Minor in Entrepreneurship from the University of Florida

Contact Zack

Samantha Pastor, J.D. - Associate

Samantha Pastor, J.D.
Associate

  • Attorney licensed by the Colorado Supreme Court to practice law (active registration)
  • Juris Doctorate from the Benjamin N. Cardozo School of Law
  • Bachelor of Arts from New York University

Contact Samantha

John Quinn, Esq. - Principal, Quinn Law Partners

John Quinn, Esq.
Principal, Quinn Law Partners

  • Attorney licensed by the Pennsylvania Supreme Court to practice law (active registration)
  • Attorney licensed by the Washington DC Supreme Court to practice law (active registration)
  • Attorney licensed by the Virginia Supreme Court to practice law (active registration)
  • Juris Doctorate from George Washington University
  • Bachelor of Science from Villanova University


Stacy Santmyer, E.A. - Executive Vice President

Stacy Santmyer, E.A.
Executive Vice President

  • Bachelor of Science in Business Administration from the University of Colorado
  • Enrolled Agent

Contact Stacy

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