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Prepare for your
FUTURE

Life moves pretty quickly. Take that first step to enjoying your time in the fast lane.
Speak with one of our advisors today, to plan for tomorrow.

Contact Us

Risk Tolerance:
What's Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Our Mission

Our Mission

We are helping clients bring their financial dreams to reality and achieve financial peace.

Resources

Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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Investment

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

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"Although we work through financial markets, our goal is to help Main Street, not Wall Street."

Janet Yellen

"Although we work through financial markets, our goal is to help Main Street, not Wall Street."

Janet Yellen

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Meet the Team

Craig Brooks

Craig Brooks, RICP®, AIF®

Founder I Managing Partner

(720)927-3017

Dimitri Struck

Dimitri Struck

Founder I Partner

(303)589-2344

Donna Dodrill

Donna Dodrill

Junior Private Wealth Manager

(303)641-6067

Dylan Janzen

Dylan Janzen

Senior Private Wealth Manager

(402)631-7617

Josh Bustos

Josh Bustos

Junior Private Wealth Manager

(720)704-5584

Justin Kohnke, AIF®

Justin Kohnke, AIF®

Senior Private Wealth Manager

(720)927-3016

Rebecca Bain

Rebecca Bain

Operations Manager

Shane Callahan, CFP®

Shane Callahan, CFP®, AIF®

Senior Private Wealth Manager

(720)696-0265

Sheldon Bain

Sheldon Bain

Director of Insurance

(303)726-4775

Trevor Jackson

Trevor Jackson

Junior Private Wealth Manager

(303)868-7723

Services

Our firm focuses on helping individuals develop suitable retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance