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.
Greenwood Village, Colorado
Colorado Springs, Colorado
Los Alamos, New Mexico
Waddell & Reed Home Office
Overland Park, Kansas
Ryan Hodapp, CFA, CAIA
Director, Investment & Advisory Sales
"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?