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Steven Salter

President & Investment Advisor Representative, 
Insight Asset Management
&
Panoramic Investment Advisors

Steven founded Insight Asset Management in 2002 and has 30 years of money management experience, working with individuals, businesses, and nonprofits. Steven is also a co-founder and owner of Panoramic Investment Advisors - a Denver-based group of financial advisors. Steven is a charter member of the Denver Tech Center Rotary Club, former member of the Denver/Boulder Better Business Bureau Board of Directors, and a co-founder of Community Shares, a nonprofit coalition broadening charitable workplace giving in Colorado. Steven was born in California, and has lived in Colorado since 1977. 

Five Questions For Steven:

  1. What is your favorite Colorado Restaurant: Frasca

  2. What are you doing on a Sunday morning? Enjoying breakfast and the paper in my home’s backyard, alongside my wife or getting ready for a Broncos’ game

  3. Dream vacation: Any beach with waves where you can bodyboard and enjoy fresh seafood

  4. Season tickets to: The Avs and Rockies

  5. Favorite words to live by: Pay it Forward 

Contact Steven: 303-691-1808
E-mail: 
Steven.Salter@panoramicia.com


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Sandra Young

Vice President of Administration and Operations, Insight Asset Management
&
Panoramic Investment Advisors

Sandra Young is a Colorado Native and has been in the financial services industry for nearly 35 years and with Insight Asset Management since its inception in 2002. Sandra works closely with our clients on the administrative side of their accounts, including establishing new accounts, answering financial questions, fund disbursements, and client account maintenance. Sandra prides herself on providing an exceptional level of client services.

Five Questions For Sandra:

  1. What is your favorite Colorado Restaurant:  I don’t have a favorite restaurant.  My favorite eating spot is home.  My husband is the most amazing cook!

  2. What are you doing on a Sunday morning? Sunday mornings are busy for us.  We usually turn on music and get our weekly home chores done and prepare for our weekly Sunday night dinner with family

  3. Dream vacationMy dream vacation would be to hop in our 5th wheel and travel the country for a couple of months

  4. Season tickets to: I am not a huge sports fan.  We have season tickets to Bandimere Speedway.  My husband is an avid drag racing fan

  5. Favorite words to live byHappiness is wanting what you already have

Contact Sandra: 303-691-1808
E-mail: 
Sandra.Young@panoramicia.com


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Stacie Craddock

Vice President of Financial Operations & Technology, Insight Asset Management
&
Chief Compliance Officer,
Panoramic Investment Advisors

Stacie Craddock has been in the financial industry for 19 years; she has been with Insight Asset Management since its inception in 2002. Stacie’s responsibilities include investment reporting, bookkeeping, IT troubleshooting, website development and marketing.

  1. What is your favorite Colorado Restaurant: 740 Front Restaurant

  2. What are you doing on a Sunday morning? Enjoying coffee, prepping Sunday family dinner, and waiting for everyone to arrive for the Broncos game

  3. Dream vacation: Iceland to enjoy the glass igloos, northern lights, and reindeer

  4. Season tickets to: Broncos & CSU Football

  5. Favorite words to live by: Stay humble. Work hard. Be kind.

Contact Stacie: 303-691-1808
E-mail: 
Stacie.Craddock@panoramicia.com


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Hunter akdis

Executive Assistant to Vice President of Administration and Operations, Insight Asset Management
&
Executive Assistant to Chief Compliance Officer,
Panoramic Investment Advisors

Hunter Akdis is a student at the University of Colorado Denver working towards her degree in Financial Management. Although she is quite new to the industry, she has gained reputable experience with Insight Asset Management and Panoramic Investment Advisors. Hunter’s responsibilities include process implementation, investment reporting, portfolio software integration, CRM development, marketing, graphic design, and bookkeeping.

  1. What is your favorite Colorado Restaurant: Brasserie Ten Ten

  2. What are you doing on a Sunday morning? Spending time with loved ones and getting ready for a movie marathon or the football game

  3. Dream vacation: All the places! I want to take in as many new sights and experience as many new cultures as possible

  4. Season tickets to: The Broncos, Nuggets, and the Denver Center for Preforming Arts

  5. Favorite words to live by: Attitude is the difference between an ordeal and an adventure

Contact Hunter: 303-691-1808
E-mail: 
Hunter.Akdis@panoramicia.com