Our 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, 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.

 

Benjamin Harvey , CFP®, ChFC®, CLU®

Private Wealth Advisor

Office 719-578-4010


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Mike Wechter , CFP®, ChFC®

Private Wealth Advisor

Office 719-578-4016


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Lauren C Theken , AAMS®, CFP®

Private Wealth Advisor

Office 719-578-4019


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H.B. Pasley

Director of Strategic Development

Mobile 719-633-2515


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Brady T Jones

Portfolio Manager

Office 719-578-4064


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Gary Herbert Kressner

Technology Coordinator

Office 303-758-5175


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Hannah C McIntyre

Operations Associate

Office 719-578-4000


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Michaela Hightower

Operations Manager

Office 719-578-4028


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Sarah Wright , CLTC®

Insurance Operations Associate

Office 719-578-4079


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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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Stephanie S Berger

Office 303-758-5175


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