Broker Check
A TEAM APPROACH

A TEAM APPROACH

Our hope is that you will discover that we emphasize strategy over product, are comprehensive in our process, and authentic in our relationships. We strive to take the complexity and frustration out of the picture, and believe clients take ease in knowing they are staying on the path towards financial independence.

LOCATIONS

Our History

Greenwood Village, Colorado

Our Process

Colorado Springs, Colorado

Our Values

Los Alamos, New Mexico

Our Resources

Waddell & Reed Home Office
Overland Park, Kansas

COLORADO & NEW MEXICO

KANSAS - HOME OFFICE SUPPORT - WEALTH SOLUTIONS GROUP

Ryan Hodapp, CFA, CAIA

Ryan Hodapp, CFA, CAIA

Director, Investment & Advisory Sales

FUN FACT

"pop time"

"pop time"

Our Greenwood Village team has a tradition....and we call it pop time .... every day at about 2:30 we all need a little break away from our desks.. we gather to discuss the day's events over some salty snacks and La Croix sparkling flavored water. It's the little things, you know?

(11/20)