2027
CLIENT
SUMMIT

February 17 & 18, 2027

THE BROADMOOR 
COLORADO SPRINGS

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Highlights from our 2025 event.

About

Join us for our 2027 Client Summit

Please join us for an enjoyable and educational event focused on you and your family. We have curated multiple presenters within our network of experts on various lifestyle and financial planning topics.

Event Schedule

Here is our preliminary schedule, more details on each session coming soon.

WEDNESDAY, February 17

Afternoon 
(Tentatively 3:30 to 7 pm)

Opening session & happy hour

Thursday, February 18

Full Day
(Tentatively 9am to 6pm)

Full day of sessions followed by happy hour

Speakers

Carl Koelbel

PRESIDENT AND CEO OF KOELBEL & COMPANY

Carl Koelbel is President and CEO of Koelbel & Company where he carries on a three-generation tradition of real estate development. He is currently focused on growing the company’s scope and reach both in terms of product type and geographically while continuing to pursue excellence on the company’s legacy developments. 

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Carl Koelbel

President and CEO of Koelbel & Company

Carl Koelbel is President and CEO of Koelbel & Company where he carries on a three-generation tradition of real estate development. He is currently focused on growing the company’s scope and reach both in terms of product type and geographically while continuing to pursue excellence on the company’s legacy developments. Since starting at Koelbel and Company he started Koelbel Communities, the front range home building division, grew the affordable housing development platform, developed Catalyst RiNo, developing The Point at Nine Mile including Tempo the site’s market rate rental property and oversaw the company’s first foray into other states through acquisitions in Dallas and Atlanta as well as the development of Catalyst UNMC in Omaha. He’s remained focused on driving the company values and strengthening the company’s culture.

Carl has a B.A. in Economics and International Relations from the University of Southern California and received his Master of Business Administration with a concentration in Real Estate and Finance from the University of Colorado in Boulder. He is currently sitting on the board of the Denver Metro Chamber Commerce and is an appointed member of Colorado’s Middle Income Housing Authority board. He is an avid skier and golfer. He is always thankful of the support of his wife Fallon and three children; Harper, Reagan and Presley.

Dr. Marc Milstien

SCIENTIST, AUTHOR, RESEARCHER, PROFESSIONAL SPEAKER ON BRAIN HEALTH

Dr. Marc Milstein is the author of the international best-selling The Age-Proof Brain, nominated for the Next Big Idea Book Award and translated into seven languages worldwide. He is also the host of the podcast “Best of Your Brain,” ranked Top 50 in Mental Health on Apple Podcasts (U.S.).

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Dr. Marc Milstien

Scientist, Author, Researcher, Professional Speaker on Brain Health

Dr. Marc Milstein is the author of the international best-selling The Age-Proof Brain, nominated for the Next Big Idea Book Award and translated into seven languages worldwide. He is also the host of the podcast “Best of Your Brain,” ranked Top 50 in Mental Health on Apple Podcasts (U.S.). A leading brain health researcher, international keynote speaker, and scientist, Dr. Milstein specializes in translating cutting-edge neuroscience into clear, actionable strategies to optimize brain health, lower the risk of dementia, and boost happiness and productivity.

His insights have been featured by media outlets including CNBC, Oprah Daily, The New York Post, and Forbes. He has spoken for Fortune 500 companies and top associations worldwide, delivering dynamic, evidence-based keynotes that educate, entertain, and empower audiences.

Dr. Milstein earned his Ph.D. in Biological Chemistry and Bachelor of Science in Molecular, Cellular, and Developmental Biology from UCLA, where he conducted research in genetics, cancer biology, neuroscience, and infectious disease. His work has been published in multiple scientific journals. Drawing on his deep research background, Dr. Milstein cuts through hype and misinformation to provide audiences with accurate, practical strategies that improve focus, energy, and well-being — helping people perform and feel their best, at every age.  

Gene Munster

MANAGING PARTNER AT DEEPWATER ASSET MANAGEMENT

Gene Munster is a managing partner and co-founder at Deepwater. Gene is a member of the investment committee and head of portfolio research. Prior to Deepwater, Gene was managing director and senior research analyst at Piper Jaffray where he covered Apple, Amazon, Google and Facebook.

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Gene Munster

Managing Partner at Deepwater Asset Management

Gene Munster is a managing partner and co-founder at Deepwater. Gene is a member of the investment committee and head of portfolio research. Prior to Deepwater, Gene was managing director and senior research analyst at Piper Jaffray where he covered Apple, Amazon, Google and Facebook. During his 21-year tenure, Gene received acknowledgements including: Best on the Street from The Wall Street Journal, Top Stock Picker from Forbes, and was widely recognized for his work on Apple and Tesla.

Taylor St. Germain

Economist & Senior Consulting Speaker, ITR Economics

As an experienced economist, Taylor St. Germain provides consulting services for small businesses, trade associations, and Fortune 500 companies across a spectrum of industries.

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Taylor St. Germain

Economist & Senior Consulting Speaker, ITR Economics

As an experienced economist, Taylor St. Germain provides consulting services for small businesses, trade associations, and Fortune 500 companies across a spectrum of industries. Taylor specializes in forecasting at both the market and company levels and is a key contributor to maintaining ITR Economics’ forecast accuracy rating of 94.7%.

His dynamic personality and extensive knowledge of economic trends and their business relevance are highly valued by clients and colleagues alike.

Taylor spent time in the tech industry providing market intelligence to electronics OEMs, semiconductor companies, and component manufacturers. In his five years with ITR Economics, he has worked with various distributors, manufacturers, and producers, helping each client navigate the business cycle and optimize their corporate planning strategy. Taylor has also spent several years in Texas furthering his research in the industrial sector, with a specific focus on oil and gas.

Taylor earned his bachelor’s degree in statistics from the University of Vermont and is finishing a master’s degree in applied economics at Southern New Hampshire University. He has been featured in OEM Magazine, NALP, Lawn and Landscape, and on the Fab Lab and Wealth Formula podcasts.

Brad Wheelock

MANAGING DIRECTOR, SENIOR PORTFOLIO MANAGER, RBC WEALTH MANAGEMENT

Brad is an Accredited Investment Fiduciary (AIF) with RBC Wealth Management, the sixth largest wealth managing firm in the world. He holds offices in Minnesota and Florida, where he is ranked among the Top 5 and Top 20 Financial Advisors respectively.

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Brad Wheelock

Managing Director, Senior Portfolio Manager, RBC Wealth Management

Brad is an Accredited Investment Fiduciary (AIF) with RBC Wealth Management, the sixth largest wealth managing firm in the world. He holds offices in Minnesota and Florida, where he is ranked among the Top 5 and Top 20 Financial Advisors respectively. The Wheelock Investment Group, a multi-generational team with over 150 years of combined experience, is also named a Forbes Best-in-State Wealth Management Team in 2024.

Brad is a Cum Laude graduate in Finance with community involvement that includes serving on the Boards of Universities and Hospitals. He is consistently named on the Barron’s Top Financial Advisors lists and is a published Forbes – America’s Top Wealth Advisor.

He and his wife Kathy, of 35 years, raised 3 children and now reside between both Minnesota and Florida. Brad’s family is the most important thing to him, and this resonates with clients due to the friendships formed managing multi-generational wealth for more than 37 years.

Venue

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The Broadmoor
1 Lake Ave
Colorado Springs, CO 80906

DIRECTIONS

Rooms are available at The Broadmoor. Please let Courtney Mimmo know if you are interested in booking a room.

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Advisory services are offered through Corundum Group, Inc., an investment adviser registered with the U.S. Securities & Exchange Commission. This communication is provided for informational purposes regarding the Corundum Group Client Summit. Event details, including the agenda, speakers, and schedule, are preliminary and subject to change. Educational information provided during the event is general in nature and should not be construed as individualized investment, legal, or tax advice.