Class VI Family Office, LLC

Christopher Younger is a financial advisor at Class VI Family Office, LLC with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with multiple entities within the Class VI group since 2004. Younger is the CEO of Class VI Partners, LLC, a consulting business in which he devotes significant time, and he is also involved as a managing member in several investment and fund-related ventures affiliated with Class VI. Class VI Family Office advises business owners, executives, and entrepreneurs on wealth planning and investment management, focusing on liquidity event planning. The firm employs a holistic, IPS-driven approach emphasizing strategic asset allocation, tax efficiency, and capital preservation, and integrates investment banking, exit-planning, and affiliated fund activities with its wealth management services.

Matthew Blackburn is a financial advisor with Class VI Family Office, LLC, based in Denver, CO, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He previously worked at Key Bank NA and has been with CVA Family Office since 2016. Blackburn is also a managing member of MDBHBZ Investments, LLC, which partially owns CVA Family Office, and he participates in the Entrepreneur Private Investment Club, a network for business owners and entrepreneurs to discuss private investment opportunities. Class VI Family Office serves primarily business owners, executives, and entrepreneurs, focusing on wealth planning and investment management around significant liquidity events. The firm employs a holistic, IPS-driven approach emphasizing strategic asset allocation, tax efficiency, and capital preservation, utilizing a range of investment vehicles and integrated services including affiliated broker-dealer and fund-sponsoring entities.

Ginny Robinson is a financial advisor at Class VI Family Office, LLC in Denver, CO, holding a Series 66 designation with 13 years of industry experience. She previously worked at William Blair & Company for four years and Merrill for nine years. Class VI Family Office advises individuals, primarily business owners, executives, and entrepreneurs, on wealth planning and investment management, with a focus on navigating significant liquidity events. The firm employs a holistic, IPS-driven process emphasizing strategic asset allocation, tax efficiency, and capital preservation.

Julia Getty is a financial advisor at Class VI Family Office, LLC in Denver, CO, holding a Series 65 credential with two years of industry experience. She previously worked at myCIO Wealth Partners, LLC and SEI Investments. Class VI Family Office advises primarily business owners, executives, and entrepreneurs on wealth planning and investment management, focusing on liquidity events. The firm uses a holistic, IPS-driven approach emphasizing strategic asset allocation, tax efficiency, and capital preservation.

Sean Swierczewski is a financial advisor at Class VI Family Office, LLC in Denver, CO, holding a Series 66 license with seven years of industry experience. His prior roles include positions at CVA Family Office, Charles Schwab Bank, Charles Schwab, FactSet Research Systems, and Cochlear Americas. Outside of advising, he owns and operates All Season Wash Co. LLC, a car detailing service. Class VI Family Office advises business owners, executives, and entrepreneurs on wealth planning and investment management, focusing on liquidity events. The firm employs a holistic, IPS-driven process emphasizing strategic asset allocation, tax-efficiency, and capital preservation across various investment vehicles.

Luke Mc Caslin is a CFP® with 11 years of experience in the financial industry. He currently works at Class VI Family Office, LLC and has previously held positions at CVA Family Office, BANK OF THE WEST, BancWest Investment Services, and Wells Fargo affiliates. He is a member of the Entrepreneur Private Investment Club, which provides a forum for business owners and entrepreneurs to share private investment opportunities. Class VI Family Office advises primarily business owners, executives, and entrepreneurs on wealth planning and investment management, focusing on planning around significant liquidity events. The firm employs a holistic, IPS-driven approach that emphasizes strategic asset allocation, tax efficiency, and capital preservation.

Dalyce Tinoco is a CFP® professional with nine years of experience in wealth management. She has worked at CVA Family Office since 2016 and previously was with Key Private Bank from 2013 to 2016. Dalyce is a member of the Entrepreneur Private Investment Club (EPIC), a forum for business owners and entrepreneurs to share private investment opportunities. Class VI Family Office advises business owners, executives, and entrepreneurs on wealth planning and investment management, focusing on planning related to significant liquidity events. The firm employs a holistic, IPS-driven approach that emphasizes strategic asset allocation, tax efficiency, and capital preservation, utilizing a range of investment vehicles and offering comprehensive portfolio and wealth planning services.

Benjamin Krapfl is a financial advisor with Class VI Family Office, LLC in Denver, CO, holding a Series 65 designation and one year of industry experience. Prior to joining Class VI Family Office, he worked at Bland & Associates and Axiom Law, and spent four years at Creighton University. Class VI Family Office advises business owners, executives, and entrepreneurs on wealth planning and investment management, focusing on liquidity event planning. The firm employs a holistic, IPS-driven approach that emphasizes strategic asset allocation, tax efficiency, and capital preservation, utilizing a range of investment vehicles and providing both discretionary and non-discretionary services.