Your Team

We are a values-based team, and we seek clients whose values align with our own. Our goal is a working, trusting relationship — you articulate your dreams and aspirations, and we create the framework to help you achieve them. We will help you plan for your future, have the difficult conversation when necessary, and develop a strategy moving forward that is designed to meet your goals and provide you peace of mind.

We help clients properly coordinate all their financial affairs by providing a comprehensive suite of services, all designed with their unique needs in mind. Meet your team that makes it happen!

 

Benjamin Harvey , CFP®, ChFC®, CLU®

Founder and Private Wealth Advisor

Office 719-578-4015


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Mike Wechter , CFP®, ChFC®

Private Wealth Advisor

Office 719-578-4016


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Lauren Theken , CFP®, AAMS®

Private Wealth Advisor

Office 719-578-4019


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Michaela Hightower

Operations Manager

Office 719-578-4028


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Brady T Jones

Portfolio Manager

Office 719-578-4064


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Mary Stark

Supervisor of Client Relationships

Office 719-578-4010


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Ashley Trimbach

Operations Assistant

Office 719-249-3425


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Amandine Habben

Operations Assistant

Office 719-627-5560


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Gary Herbert Kressner

Technology Coordinator

Office 303-758-5175


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