

Focus Areas
- Retirement Income Strategies
- Socially Conscious Investing
- Insurance & Annuities
- Entrepreneurs & Business Owners
- Charitable Giving
- Wealth Strategies

Certifications
CFP®
Certified Financial Planner™
Personal Interests
- Traveling
- Social Responsibility
- Scuba Diving
- Motorcycles
- Active Lifestyle
Team Members
- Kathy BurkeSr. Branch Office Administrator
- Andrew DeggingerBranch Office Administrator
- Alex GallegosBranch Office Administrator
Request a Consultation
All Fields RequiredRequest a Consultation
All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 03:00PM |
Fri | 08:00AM - 03:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 03:00PM |
Fri | 08:00AM - 03:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Phone
(970) 887-8983Fax
(866) 819-6393Office Address
1 West Agate AveUnit 2
Granby, CO 80446opens in a new window
Mailing address
P O Box 230Granby, CO 80446
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