Your Team

Specialty

Complex Legacy, Estate and Business Financial Planning

The Why

“I believe in a holistic approach to assisting people in planning their futures and am deeply gratified by helping others reach their goals and dreams. I build relationships for a lifetime, living alongside our clients, allowing me to aid our clients in all current and future financial phases.”

Education

• CFP® - Certified Financial Planner
• ChFC® - Chartered Financial Consultant
• CLU® - Chartered Life Underwriter
• Series 6, 7, 63, and 66
• Life and Health Insurance License
• Wealth Management Advisor
• B.A., Colorado College, Russian and Comparative Literature

From

Southwest Iowa in a small farm town

Family Life

Benjamin, his wife, Lauren, and sons, Kolya and Felix, spend time attending art events, traveling, entertaining and enjoying all Colorado has to offer.

Specialty

Detailed Personal Financial Planning

The Why

“My energy comes from working together with our clients and our team to problem solve the many complex puzzles of creating comprehensive plans for our diverse clients. I have a passion for working closely with our clients and have a 'the devil is in the details' approach that serves our clients well.”

Education

• CFP® - Certified Financial Planner
• ChFC® - Chartered Financial Consultant
• Series 6, 7, 63, and 66
• SIE – Securities Industry Essentials
• Life and Health Insurance License
• Wealth Management Advisor
• B.S., Ohio University, Finance and Accounting

From

Cleveland, Ohio

Family Life

Mike and his wife, Andrea, and children, Kaia and Hunter, enjoy the quintessential Colorado activities of hiking, biking and skiing as well as cooking and spending time with friends.

Specialty

Investment Focused Personal Financial Planning

The Why

“I enjoy connecting personally and intentionally to understand our client’s individual situations, challenges and goals to help guide them in their financial journey. My background in analysis and management in the commercial brokerage industry gives me the experience to manage asset transition, investment transactions and inquiries seamlessly.”

Education

• CFP® - Certified Financial Planner (1st Woman CFP® in the Northwestern Mutual Colorado Springs Network Office)
• AAMS® - Accredited Asset Management Specialist
• Series 6, 7, 63, and 66
• Life and Health Insurance License
• B.S., Westminster College, Psychology

From

Salt Lake City, Utah

Family Life

With husband Josh, Lauren enjoys spending time with their children, Cole and Addison. Colorado Springs is the perfect place for their family to camp, hike, prepare and enjoy their home-grown food and spend time together on the family ranch.

Specialty

Detailed Personal and Business Financial Planning

The Why

“I have a deep passion that drives me to help individuals, families, and businesses make intelligent decisions about their financial future…helping them turn their dreams into goals. I focus on protecting from the things that can go wrong so they can afford the luxury to invest when things go right.”

Education

• ChFC® - Chartered Financial Consultant
• CLF® – Chartered Leadership Fellow
• CLU® - Chartered Life Underwriter
• Series 6, 7, 63
• Life and Health Insurance License
• Wealth Management Advisor
• B.A., UCLA, Psychology

From

Orange County, CA

Family Life

Nate, his wife, Pam, and daughters, Cora and Genevive, enjoy travel, cooking, and spending time with family.

Specialty

Hospitality Driven Client Care

The Why

“I cover the creative side of our practice as I connect with our clients through unique experiences, events and communication. My background in the wine and hospitality industries offer a unique twist to tracking and balancing the operational details of the Summation Wealth Group.”

Education

• Certified Sommelier
• CSS - Certified Specialist of Wine
• Wine and Spirits Education Trust – Level 3
• Life and Health Insurance License
• B.A., University of Colorado, Boulder, Communication

From

Colorado Springs, Colorado

Family Life

When not teaching wine or spirits tasting classes throughout the community, Michaela and her daughter, Siena, spend time puttering in the kitchen, gardening, hiking, attending art events, and binge-watching home renovation shows.

Specialty

Investment Research and Strategy

The Why

“I have been in the financial service industry for over 17 years. I manage portfolios and provide investment solutions to both simple and complex financial situations. It continues to be incredibly rewarding to help our clients work toward financial independence and income-generation in retirement.”

Education

• Series 6, 7, 9, 10, 23, 63, 65 and 66
• B.S., Texas Tech, Business Administration/Computer Science

From

Dallas, Texas

Family Life

Brady, his wife, Jami, and daughter, Nicole, enjoy running, hiking, and mountain biking. Brady also has a deep love for cars and auto racing.

Specialty

Compassionate Risk Management Design

The Why

“I love the opportunity help people achieve their dreams. In the insurance arena, I am able to help people to build a legacy, to shelter those they love from undue harm, and give them peace of mind.”

Education

• Life, Health, Long Term Care
• MA, University of Oklahoma, International Relations (Emphasis in Economics)
• BA, University of California, San Diego, Communication

From

San Diego, California

Family Life

Danaë is always on the go. She enjoys exploring the National Parks in her 1970 Airstream with her husband, Matthew, and children, Scott and Jocelyn. She is an active leader in Cub Scouts, teaching the next generation to be great stewards in life. Danaë is also passionate about fixing up houses.

Specialty

Investment and Insurance Client Services

The Why

“One of the things I have enjoyed most in my career are connections to the clients I serve and plan life moments with. The depth of connection to our clients as I continue to develop my skills in the financial industry is highly valued opportunity.”

Education

B.S., Colorado State University, Hospitality Management

From

Colorado Springs, Colorado

Family Life

When not planning their wedding, Ashley, and her fiancé, Tiago, enjoy their two dogs, wine tasting, cooking, traveling and running.

Specialty

Investment and Insurance Client Services

The Why

“I enjoy this challenge in the financial industry to helping our clients plan for their future and achieve their goals.”

Education

• B.S., Iowa State University, Marketing, Management
• M.S., University of Northern Colorado, Sports Administration

From

Des Moines, Iowa

Family Life

Amandine resides in Pittsburgh and is enjoying her Mid-Atlantic adventures. You can also find her cheering on the Pitt Panthers and catching a flight out of town to discover what this beautiful world has to offer!

Specialty

Pragmatic Financial Guidance

The Why

“I have always been driven to serve others, and have found that I can enhance the well-being of the clients I serve through the knowledge and care I bring to financial planning. I measure my success based on our clients’ ability to gain financial freedom.”

Education

• Life, Health, Series 6 & 7, SIE, Series 63
• BS, Colorado State University, Health & Exercise Science

From

Moorpark, CA

Family Life

Jon and his wife, Kelsey, are expecting their first child in Spring of 2022. They enjoy spending time with friends, finding new restaurants, and enjoying all of the outdoor activities that Colorado has to offer.

Specialty

Technology and Minute Details

The Why

“After retiring from a career in Software Development, I find the 'tedious' refreshing, and enjoy contributing to a happy office environment by navigating the inevitable technology challenges for our clients and our team!”

Education

• B.S., Clarkson University, Engineering
• Masters, State University of New York, Computer Science

From

New York

Family Life

Gary and wife, Sandy, have three daughters and four granddaughters. They are active in their church, enjoy fine wines, fishing, gaming, and playing music together.

Specialty

Chief of Merriment

The Why

“I have a deep passion for our clients and our mission as I understand deeply the challenges life can bring. Since 2007, I have served our clients with my whole heart and consider them a valued member of my extended family as I give comfort and peace of mind.”

Education

• CLTC® - Certification for Long-Term Care
• Series 6 and 63
• Life and Health Insurance License
• B.S., University of Colorado, Colorado Springs, Business

From

Houston, Texas

Family Life

Mary and her husband, Randy, are partially retired and enjoy spending time their adult son, Ben, riding electric bikes, hosting friends in their home, and traveling. Through The Maxwell Silver Fund, they are active supporters of activities and organizations in our community which honor their son, Max, who died in 2007.