Gregory P. Burrell, CLU, ChFC, LUTCF
Financial Planner
(719) 358-2889
Greg is a second generation insurance and investment man, husband, father, grandfather, Geologist and three time Division I NCAA Track and Field All American ( Idaho State University). Greg has nearly 30 years in the industry with...
Christopher Wilkins, CPFA®
Financial Advisor, Financial Services Representative
719-358-2889
Chris has been in the financial services industry since 2008 in both insurance and advising. He enjoys taking deep dives into financial plans and helping clients achieve both short and long term goals. This is achieved by his passion...
Stephen Strong
Financial Planner
(719) 358-2889
Steve has over 30 years of experience in the financial services industry, both in Colorado and
New Mexico. For many years he worked as a Financial Advisor and Branch Manager ...
Judith Naegely, CPFA®
Financial Planner, Financial Services Representative
(719) 358-2889
Judith started off her career in 2007 as an entrepreneur, and small business owner in home health. As someone who operated and led a rehab home health organization for 13 years, Judith has witnessed first hand what devastating...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals can help you address your needs of today and for many years to come. We look forward to working with you.