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®, CPWA®, ChFC®, CLU®

Founder and Private Wealth Advisor

Office 719-578-4010


Email

Read Bio

Mike Wechter , CFP®, ChFC®

Private Wealth Advisor

Office 719-578-4016


Email

Read Bio

Lauren Theken , CFP®, CPWA®, AAMS®

Private Wealth Advisor

Office 719-578-4019


Email

Read Bio

Nate Allen Fikse , CLU®, CLF®, ChFC®

Private Wealth Advisor

Office 719-357-6890


Email

Read Bio

Michaela Hightower

Director of Client Experience

Office 719-578-4028


Email

Read Bio

Brady T Jones

Portfolio Manager

Office 719-578-4064


Email

Read Bio

Danaë Hoekstra , ChFC®

Director of Insurance

Office 719-578-4000


Email

Read Bio

Amandine Habben

Operations Assistant

Office 719-578-4000


Email

Read Bio

Jon Lamberson

Financial Planning Associate

Office 805-433-2127


Email

Read Bio

Gary Herbert Kressner

Technology Coordinator

Office 303-758-5175


Email

Read Bio