Wade Calvert CFP®
Wade is a founding partner and CEO of BZ Wealth Advisors, based in Boise. A CERTIFIED FINANCIAL PLANNER® professional with over 15 years of experience, he specializes in helping high-net-worth families and business owners integrate retirement, tax, and exit planning. He holds a B.S. in Finance and Financial Management Services from California State University, Northridge.
John G. Brant, Jr. CFA®
John is a founding partner of BZ Wealth Advisors, based in Denver. He is also President and co-owner of Branzan Investment Advisors, a private fund advisor, which he joined in 2007. John’s prior roles include leadership positions with GE Commercial Finance and CoBank. John holds an MBA from the University of Colorado, Denver, a Masters in International Management (with Distinction) from Thunderbird, and a BS in Microbiology from the University of California, San Diego. He is a member of the CFA® Society of Colorado.
C. Spencer Brant CFA®
Spencer is a founding partner of BZ Wealth Advisors, based in Denver. He is also Vice President and co-owner of Branzan Investment Advisors, a private fund advisor, which he joined in 2010. Spencer’s held prior positions at GE Commercial Finance in London and FIMAC Solutions in Denver. He holds an MBA from London Business School and a BA from the University of California, Los Angeles. Spencer is a member of the CFA® Society of Colorado.
Russ Matthews
Russ is responsible for growth initiatives, including partnerships and acquisitions with other advisors. He also serves as Business Development Advisor at Branzan Investment Advisors, a private fund advisory firm that he joined in 2025. He has direct experience as an investor and operating partner as a founding member of SCB Global Capital, a private investment partnership based in Denver that focuses on investment in lower middle-market companies. Before moving to Denver in 2015, Russ was based in Los Angeles where he had senior roles with Central Park Group and First Western Financial. Responsibilities included providing access to complex alternative investment solutions, leading the acquisition of multiple investment advisory businesses, and directing the growth strategy for a $1.5B investment manager. He holds a B.S. in Business Administration, magna cum laude, from Georgetown University.
John G. Brant
John is Vice President of Branzan Investment Advisors, a private fund advisory firm that he co-founded in 2002. John has a BBA in accounting from the University of Oklahoma and a J.D. from the University of Texas. He was an attorney with the IRS from 1972 to 1974 and was in private practice from 1975 to 2007. John has been structuring, analyzing, and managing alternative and illiquid investments since 1980. He was a securities arbitrator for the National Association of Securities Dealers (now FINRA) from 1995 to 2005.
Matt Dupree CFA®, CPA
Matt is responsible for investment management, operations and accounting for Branzan Investment Advisors, a private fund advisory firm. Over his career, Matt has worked as CFO and Fund Treasurer of A3 Financial Investments, CFO of Southern Sky Capital, Vice President of Mettle Ventures, President of Hilltop Investment Advisors, Senior Portfolio Manager at BNY Mellon and Financial Counselor for Wealth Management Consultants, Inc. Matt received a BA in Economics from Colorado College and an MS in Accounting with concentrations in tax and financial management from the University of Virginia. He is a Colorado-licensed CPA and CFA® charterholder.
Lisa Winbauer
Lisa provides operational support in conjunction with her role at Branzan Investment Advisors, a private fund advisor where she has worked since 2011. Her roles with Branzan include accounting for the funds managed by the General Partner and coordinating with the funds’ third party administrators. Lisa has a BA in Education from California State University, Long Beach and a MA in Education from California State University, Dominguez Hills. She is a registered tax preparer through the California Tax Education Council.
