

Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Estate & Legacy Strategies
- Insurance & Annuities
- Divorce Finances

Certifications
AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Spending Time with Family
- Traveling
- Coaching Sports
- Home Improvement
- Sports Enthusiast
Request a Consultation
All Fields RequiredRequest a Consultation
All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 07:30AM - 04:30PM |
Mon | 07:30AM - 04:30PM |
Tue | 07:30AM - 04:30PM |
Tue | 07:30AM - 04:30PM |
Wed | 07:30AM - 04:30PM |
Wed | 07:30AM - 04:30PM |
Thu | 07:30AM - 04:30PM |
Thu | 07:30AM - 04:30PM |
Fri | 08:30AM - 02:00PM |
Fri | 08:30AM - 02:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 07:30AM - 04:30PM |
Mon | 07:30AM - 04:30PM |
Tue | 07:30AM - 04:30PM |
Tue | 07:30AM - 04:30PM |
Wed | 07:30AM - 04:30PM |
Wed | 07:30AM - 04:30PM |
Thu | 07:30AM - 04:30PM |
Thu | 07:30AM - 04:30PM |
Fri | 08:30AM - 02:00PM |
Fri | 08:30AM - 02:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Fax
(877) 774-9872Branch Team
- Nicole Trujillo
- Sr. Branch Office Administrator
- Andrea Luna
- Branch Office Administrator
Branch Team
Office Address
2569 Park Ln Suite 208Lafayette, CO 80026opens in a new window
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