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(970) 372-0541
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About Us

Meet Our Team

Jonathan Neher

Jonathan Neher

Financial Advisor

Hannah Callan

Hannah Callan

Office Administrator

Jenn Martin

Jenn Martin

Executive Assistant

Dana Guiterrez

Dana Guiterrez

Client Service Associate

Darci Neher

Darci Neher

Administrative Assistant

970-372-0541

Hannah Werling

Hannah Werling

Paraplanner & Client Service Associate

Jake Graefe

Jake Graefe

Sr. Paraplanner & Associate Financial Advisor

Karch Schwartz

Karch Schwartz

Sr. Paraplanner & Associate Financial Advisor

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“More important than the how we achieve financial freedom, is the why. Find your reasons why you want to be free and wealthy.”

– Robert Kiyosaki

Let Us Help You Find Your Reason
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