Welcome to my branch landing page! In my practice, I take the time to understand your life before we look at financial strategies or investments. Once I have a good understanding of your priorities and goals, we work together to make the choices that will keep you on track.
Understanding what is important to you begins with participation in my community. I am a member of Christ Covenant Church in Lakewood. I serve on the West Metro Chamber of Commerce advisory committee, the South Lakewood Business Association board and the Spay Today board, a local non-profit that provides low cost spay and neuter services. You will also find me at the West Colfax Kiwanis meetings, West Colfax Community Association, Applewood Business Association and more. I also coach a boys soccer team as part of the Denver Kickers Soccer Club.
I am originally from Wisconsin – yes, I am a Packer fan. My family and I moved to Lakewood in 2008. Sarah, my wife, teaches third grade and we have three children, a dog named Tula and a rabbit named Pemberley. My previous work experience includes stints in higher education and several different construction trades. It is common for me to draw on that experience as I help my clients navigate their financial plan and stay on track for their goals.
Set up a time to chat to see if we work well together. If so, I will be honored to help you achieve your financial goals.
Focus areas
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Portfolio Reviews
- Insurance & Annuities
- Socially Conscious Investing
Focus Areas
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Portfolio Reviews
- Insurance & Annuities
- Socially Conscious Investing
Office Information
Phone Number
Josh Caucutt at (720) 638-4231Branch Team
- Heather Altizer
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 10:00PM |
Wednesday | 08:30AM - 10:00PM |
Thu | 11:00AM - 05:00PM |
Thursday | 11:00AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Monday | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tuesday | 08:30AM - 05:00PM |
Wed | 08:30AM - 10:00PM |
Wednesday | 08:30AM - 10:00PM |
Thu | 11:00AM - 05:00PM |
Thursday | 11:00AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Friday | 08:30AM - 05:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Weekends
Additional Hours
- Weekends
Connect on Social
Branch Team
- Heather Altizer
- Branch Office Administrator
Branch Team
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