Meet The Team

team of experts.

Financial Planning Committee

Josh-Profile1-10
Josh Pierce, CFP®, AWMA®
PRESIDENT

Favorite local restaurant?
Pokey's

 

Click to read more...
JH-Pierce-CSTone-Insurance
Chris Stone
INSURANCE SPECIALIST

Insurance legacy?
2nd generation, 17 year veteran


Click to read more...
JH-Pierce-Nicole-Nassif-LHA-Tax
Nicole Nassif
TAX SPECIALIST

Favorite 1/4mile drag car?
1972 Chevy Nova

 
Click to read more...

Administration

Lacy Zahn admin
Lacy Zahn
ADMINISTRATIVE ASSISTANT

How good are my homemade Jellies & Jam?
Pretty dang good!

 
Click to read more...
bookeeper Courtney
Courtney Huckins
BOOKKEEPING / PAYROLL / HR

Fun Fact?
Answer

 
Click to read more...
Brett-headshot
Brett Hansen
MARKETING

Favorite thing climbed?
Devil's Tower

 

Click to read more...

Investment Advisory Services offered through TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120. (303) 797-9080. 

Copyright 2024

Website proudly presented by Ex35 Creative.