WE LOVE COLORADO
We feel privileged to live and work in the best state in the union. That's right. We said it.
WE LOVE OUR COMMUNITY
We have solid ties to the community through our work and volunteer commitments.
WE LOVE OUR CLIENTS
Getting to know our awesome clients is the best part of the work we do!
Over the years, we have found that a team approach can be an
effective method to help clients who have a wide variety of needs
as they maneuver through a complex financial-services world. We
invite you to discover and experience the power of our services.
We believe it has far-reaching benefits for our clients to get
opinions from several sources with diverse backgrounds,
education, and experience.
No one strategy fits everyone, which is why every client gets our
undivided attention—from planning to execution to follow-up. We
take a proactive approach to helping you develop a strategy to
address your financial goals and objectives, using the most
efficient methods available.
Your Team
Your Back Office Team
Brent Bartholomew CRPC®, RICP®
Sr. Retirement Income Consultant
Paul Grinsteinner LUTCF®
AVP, Designated Life Insurance Principle
Jim Ranweiler
Alternative Investments Consultant
Lori Anderson CFP®
AVP, Financial Planning
Bo Agan MBA, AIF®, PPC®, CRPS®, CRPC®
AVP, Employer Plans
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.