We believe life is meant to be enjoyed and is best lived by spending time with family and friends. Some of our best memories have been spent around the fire with those closest to us. Our purpose is to help you enjoy and celebrate more of those moments.
The pleasure of sitting around a fire is the feeling that comes from being engaged in conversation, sharing stories, being caught up in the moment or captivated by the flames. This same focus and unwavering attention is what we strive to provide you with, and is why we choose to become true fiduciaries. We have no products to push and we don’t get paid commissions- it’s all about what’s best for you.
OUR CORE VALUES
- PUTTING OUR CLIENTS FIRST, ALWAYS
- ENTREPRENEURIAL SPIRIT
- EDUCATION AND DEMYSTIFYING
- ENJOYING LIFE AND HAVING FUN
- BEING GRATEFUL
- FINDING SOLUTIONS
- GIVING BACK
MEET OUR TEAM
Our executive team is your home base, your go-to for all your financial needs. We are backed up and supported by numerous industry experts to cross check your situation for relevant tax and legal consequences, executed by the best technology and secured by the leading custodian. We are here for you and you are number one.
Charles Schwab is our selected custodian for all our clients’ accounts and for good reason. Schwab custodies more than $2.8 trillion in assets which is more assets than the top three competitors, and they offer superior investment protection.
Compliance and Legal Team
Our goal is to ensure we are on the front end of legal and compliance changes within the financial services industry, so we have Compliance Recourses and a team of legal consultants on our side, working for you.
Technology & Research Team
Technology is ever changing and with our tech and research team we can stay on the cutting edge. From our mobile app, to our block trading, and our in-depth market researchers and reporting, we strive to bring you the best of what’s available today.
Tax and Legal Consulting Team
As we aim to look at your entire financial life, we work with either your tax and legal professional, or we have relationships that we can put you in touch with, to help address and tax, legal or estate implications of your financial picture. We look at it as a team approach, were everyone needs to be on the same page.
Retirement Plan Team
Our team of ERISA attorneys, records keepers and Third Party Administrators help to make your retirement plan run efficiently, effectively and in compliance.
Risk Management Team
We partner with some of the leading insurers in attempt to find the best solutions for you. While we have relationships with some of the best, we seek to find the most advantageous fit for you particular goals.
MEET OUR TEAM MEMBERS
Brian has been serving his clients for over 10 years and loves the impact he has been able to have on his clients lives. He started his career with Smith Barney and later UBS, and quickly found out he could better serve his clients as a true fiduciary as a Registered Investment Adviser, essentially realizing that clients are more important that shareholders. Brian is a Certified Financial Planner™, and has been recognized as one of the top advisors in Colorado and nationally by the National Association of Board Certified Advisor Practices (NABCAP). He was also named one of the Colorado Springs Business Journal’s Rising Stars 40 under 40 in 2012. Prior to becoming an advisor he was a top account executive for Ricoh Business Systems in Southern California.
He holds a B.A. in public administration from San Diego State University, and is a Graduate of Stanford University School of Business, iShares Program. Brian is a lifelong learner and values continuing education. He currently serves as the President of Kids on Bikes and is the Chair of the Colorado Springs Housing Authority. He previously served on the board of the Colorado Springs Urban Renewal Authority and was the co-chair of The University of Colorado Colorado Springs Chancellors Leadership Class. Brian is an avid Swimmer and Mountain Biker. He was named the USA Triathlon Volunteer of the Year for 2013 as a team leader for Insulindependence, where he mentored kids with Type 1 Diabetes. As a Type 1 himself, he continues to rank nationally among US Masters Swimmers. Brian enjoys spending time and traveling with his wife, Tiffany, and son, Miles.
Hank began serving his clients in 1994, after a successful career as a senior executive at the ABC television affiliate for southern Colorado. Hank began investing at a young age and is grateful to have realized his dream of helping others do the same. He has been recognized as a top advisor in Colorado and nationally by the National Association of Board Certified Advisor Practices (NABCAP.)
He has a B.S. in advertising and marketing from Oklahoma State University and was a distinguished Military student though the Reserve Officers’ Training Corps. Hank was commissioned and served as an Officer at Fort Carson after graduating from college. As a financial advisor Hank has given back and coordinated volunteer efforts for Fort Carson service members and their families. He has also previously served on a major Advisory Board for ABC National Networks, was an avid Care and Share Volunteer and as an Eagle Scout himself, he later served as an assistant Scout Master. He has served on the board of trustees for JDRF and is presently an active leader in his church and has served numerous boards and committees, where he established an adult Sunday School Class in 1979 which still meets.
Hank currently enjoys spending time with his family, traveling the world and training in Krav Maga. Hank and his wife, Peggy, have two grown children, Renee and Brian and one grandson, Miles.
Sheila started her career in finance at T Rowe Price in 2013 after being in the IT Industry for over 10 years. From support on midrange and mainframe platforms, to technical writing and project management work, she ultimately developed an underlying understanding of what it was like to provide a superior level of service while helping others. She enjoys seeing others thrive and appreciates being a contributing factor in aiding in personal development and success. She’s innovative, trusted and possesses the determination necessary to accomplish what needs to be done, a focus which she has drawn on from her past experiences.
Sheila is a Virginia native who moved to Colorado in 1997 after graduating from Northern Virginia Community College. When she is not in the office you will find her immersed in her role of mother to her two boys Keven and Isaac, exploring nature with her camera and her dog Truman, spending time with her closest friends trying out new local grown eateries and establishments. She also has spent time doing volunteer work with the Pikes Peak Humane Society, Care and Share, Concrete Couch and TESSA. She is most herself when she is using her creative side and always aims to live life to the fullest.