Growing relationships, not just returns.

Growing relationships, not just returns.

At Granite Peak, our core values shape every interaction and decision. We believe that integrity, relationship, and expertise are the substrate required to serve our clients well.

Values that Shape your Future

Values that Shape your Future

Client-Centered Commitment

We prioritize our clients’ unique goals and aspirations, building lasting relationships founded on mutual trust, respect, and collaboration.

Authentic Relationships

We lead with integrity, assume noble intent, and hold ourselves and each other accountable to the highest standards.

Disciplined Excellence

We approach every challenge with rigor and dedication, continuously improving while delivering thoughtful, thorough solutions.

Transparent Communication

We engage in open, honest, and timely dialogue, fostering clarity and alignment both within our team and with our clients.

Purposeful Impact

We are committed to giving back, investing in our communities, and leaving a meaningful, positive impact on the world.

The Team

The heart of our firm is a team of dedicated professionals committed to earning your trust and developing positive relationships. Our educational and professional backgrounds, combined with our values, allow us to craft thoughtful, personalized solutions with what matters most to you.

Brian Wagner

Brian Wagner

Founder & President
Brian Wagner

Brian Wagner

Founder & President

Role & Background:
As Founder and President of Granite Peak, Brian leads the firm’s strategic vision, coaches the team, and works closely with clients at a strategic level. A 20-year CPA career shaped his expertise in tax, transactions, investments, and relationship management—and ultimately inspired him to create a bespoke, independent trustee solution built on trust and stewardship.

Why Granite Peak:
Brian is passionate about helping clients navigate the intersection of financial, human, and social capital. He’s driven by a deep sense of accountability, transparency, discipline, and purpose—always focused on empowering others and owning outcomes.

Outside the Office:
Brian’s idea of balance involves a fly rod almost as much as a golf club—as he likes to say, “my golf handicap is fly fishing.”  He’s on a mission to travel to at least 100 countries and is also deeply committed to serving those living in poverty and making a difference in the daily lives of those living in the shadows of his community.

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Tyler Voss

Tyler Voss

Managing Director of Trust Operations
Tyler Voss

Tyler Voss

Managing Director of Trust Operations

Role & Background:
As Managing Director of Granite Peak, Tyler brings over 25 years of experience in estate planning, trust administration, and tax law. His expertise spans complex wealth transfer strategies, multi-entity tax issues, international tax, and financial planning. With advanced degrees in law and tax, Tyler partners with families to develop tailored strategies that protect assets, simplify decision-making, and support long-term goals.

Why Granite Peak:
Tyler was drawn to Granite Peak’s collaborative, client-first approach and values the opportunity to work alongside a team that combines technical excellence with deep personal care. He finds purpose in helping clients connect their wealth, legacy, and values through thoughtful planning.

Outside the Office:
A trained chef with a Culinary Arts degree, Tyler enjoys cooking for family and friends, traveling, and attending live concerts. He’s also passionate about giving back—especially in support of national parks, education, animal welfare, and the arts.

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Rebecca Francisus

Rebecca Francisus

Director
Rebecca Francisus

Rebecca Francisus

Director

Role & Background:
Rebecca serves families who value integrity, stewardship, and customized legacy strategies. She brings a rare combination of legal precision, regulatory depth, and personal commitment.

Rebecca started her legal career at an international law firm in New York before spending 25 years in the U.S. Securities and Exchange Commission’s Enforcement Division. As Senior Special Counsel, she mastered the intricacies of financial regulation, compliance, and law enforcement. Alongside her work at the SEC, Rebecca has served for 15 years as an independent trustee, guiding high net worth families through the sensitive work of wealth preservation and governance. She is a devoted steward and trustee who supports families and private foundations through customized trust administration strategies, succession planning, multigenerational governance, and philanthropic advisory services.

Why Granite Peak:
Rebecca collaborates with families that want a steady, principled partner who navigates both the structural complexity and human dimensions of wealth. Her work centers on preserving legacy, fostering harmony across generations, and implementing strategic estate plans with clarity and continuity.

Outside the Office:
Rebecca is deeply committed to community service. When she’s not supporting families and private foundations, she dedicates her time to charitable endeavors focused on children in need, including Children’s Hospital Colorado, Judi’s House, and Boys & Girls Clubs of Metro Denver. She also loves to play tennis, golf, and scuba dive with her husband and two daughters.

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The Granite Peak team are just good, salt-of-the-earth people who you can trust to look out for the best interests of your family.

Greg
CEO, Wealth Advisors

Building the foundation for thoughtful, relationship-centered service.

Granite Peak began serving families and welcomed our first team member. We established core systems, addressed emerging client needs, and designed processes to support long-term success.

Investing in tools that scale our impact without compromising quality.

We implemented Addepar to elevate reporting and decision-making. This major step forward expanded our capabilities and became a powerful multiplier for how we serve families.

Growing with purpose and refining what matters most to our mission.

Our team grew to four as we focused on execution and process refinement. We clarified our brand promise and committed to the “critical few”—the areas where we deliver the most value.

Reinforcing clarity, deepening culture, and planning for the future.

With six team members and 15 families served, we continued refining our approach. We hosted our first strategic planning offsite and aligned around our core values and vision for the years ahead.

Expanding our capabilities while staying true to our core values.

We’re applying for a registered trust charter in Wyoming—deepening our ability to serve with flexibility and trust. Our focus remains on the “critical few”: clients, culture, and our team.