Associates

We are experienced professionals committed to delivering superior service and guidance. We look forward to earning your confidence.

Agency Management

Thomas Ibsen
Managing Partner
Colorado Springs Office
Colorado Springs, CO 80920

Martie Bell
Manager - Agency Complaince
Colorado Springs Office
Colorado Springs, CO 80920

Bo Marshall
Managing Associate
Denver Office
Greenwood Village, CO 80111

Greg McElheny
Managing Associate
Financial Planning Director
Colorado Springs Office
Colorado Springs, CO 80920

Scott Miller
Managing Associate
Financial Advisor
Colorado Springs Office
Colorado Springs, CO 80920

Colorado Springs Office

Ian Ahrendsen
Financial Representative
Colorado Springs Office
Colorado Springs, CO 80920

Doug Anderson
Financial Representative
Colorado Springs Office
Colorado Springs, CO 80920

John Brown
Financial Representative
Colorado Springs Office
Colorado Springs, CO 80920

Betty Bullard
Financial Representative
Colorado Springs Office
Colorado Springs, CO 80920

Michael Bush
Financial Representative
Colorado Springs Office
Colorado Springs, CO 80920

Michael Clark
Investment Specialist
Financial Planner
CA License Number 0E72579
Colorado Springs Office
Colorado Springs, CO 80920

Paul Clarkin
Financial Planner
Financial Representative
CA License Number 0F17832
Colorado Springs Office
Colorado Springs, CO 80920

Steve Cutter
Financial Advisor
Financial Representative
Colorado Springs Office
Colorado Springs, CO 80920

Scott Erickson
Financial Representative
Colorado Springs Office
Colorado Springs, CO 80920

Lacey Fugleberg
Financial Advisor
Financial Representative
Colorado Springs Office
Colorado Springs, CO 80920

Peter Horwitch
Disability Income Specialist
Financial Planner
Financial Representative
CA Insurance Lic # 0D96119
Colorado Springs Office
Colorado Springs, CO 80920

Bradley J. Kellen
Financial Advisor
Financial Representative
Colorado Springs Office
Colorado Springs, CO 80920

Mark Lyons
Financial Advisor
Financial Representative
Colorado Springs Office
Colorado Springs, CO 80920

Michael MarĂ©, AAMS
Financial Representative
Financial Advisor
Colorado Springs Office
Colorado Springs, CO 80920

Randall Moore
Financial Planner
Financial Representative
Colorado Springs Office
Colorado Springs, CO 80920

Robert Nissen
Financial Representative
Colorado Springs Office
Colorado Springs, CO 80920

Kathleen Owings
Financial Representative
Colorado Springs Office
Colorado Springs, CO 80920

Lori Pinello
Financial Representative
Colorado Springs Office
Colorado Springs, CO 80920

Paul Riesling
Financial Advisor
Registered Representative
CA Insurance License # 0F12751
Colorado Springs Office
Colorado Springs, CO 80920

Joel Smith
Financial Advisor
Financial Representative
Colorado Springs Office
Colorado Springs, CO 80920

Clay Sorrick
Financial Advisor
Registered Representative
CA Insurance License #0C59596
Colorado Springs Office
Colorado Springs, CO 80920

Tracy Thornlow
Financial Representative
Colorado Springs Office
Colorado Springs, CO 80920

Robert Weyand
Financial Representative
Colorado Springs Office
Colorado Springs, CO 80920

Denver Office

Patrick Brannan
Financial Advisor
Financial Representative
Denver Office
Greenwood Village, CO 80111

Dan Butterfield
Financial Representative
Denver Office
Greenwood Village, CO 80111

Ed Eckhoff
Investment Advisor Representative
Financial Representative
Denver Office
Greenwood Village, CO 80111

Laura Edwards
Financial Advisor
Financial Representative
Denver Office
Greenwood Village, CO 80111

Steve Eichner
Financial Representative
Denver Office
Greenwood Village, CO 80111

Jason Evans
Financial Planner
Investment Advisor Representative
Financial Representative
Denver Office
Greenwood Village, CO 80111

Danny Holladay
Financial Advisor
Financial Representative
Denver Office
Greenwood Village, CO 80111

Sherry Kenney
Financial Representative
Denver Office
Greenwood Village, CO 80111

Chris Lawyer
Financial Advisor
Financial Representative
Denver Office
Greenwood Village, CO 80111

Robert Lucke
Long Term Care Specialist
Financial Representative
CA Insurance License # 0E01693
Denver Office
Greenwood Village, CO 80111

Chris Perez
Financial Representative
Denver Office
Greenwood Village, CO 80111

Jim Riley
Financial Representative
Denver Office
Greenwood Village, CO 80111

Florence Office

Jim Brumage
Financial Representative
Florence Office
Florence, CO 81226

Gunnison / Crested Butte Offices

Gary Shondeck
Financial Representative
Gunnison Office
Gunnison, CO 81230

Dolly Schaub
Financial Representative
Crested Butte Office
Crested Butte, CO 81224

Pueblo Office - Chiarito

Carol Chiarito
Financial Representative
Pueblo Office - Chiarito
Pueblo, CO 81003

Pueblo Office - Miralles

Nohemy Miralles, J.D.
Financial Planner
Registered Representative
Pueblo Office - Miralles
Pueblo, CO 81003

David Montes
Financial Representative
Pueblo Office - Miralles
Pueblo, CO 81003