Meet The Team

team of experts.

Financial Planning Committee

Josh Pierce, CFP®, AWMA®

PRESIDENT

Favorite local restaurant?
Pokey's

Click to read more...

Robbie Vetti

PORTFOLIO MANAGER

Fun Fact?
Answer

Click to read more...

Chris Stone

INSURANCE SPECIALIST

Insurance legacy?
2nd generation, 17 year veteran

Click to read more...

Nicole Nassif

TAX SPECIALIST

Favorite 1/4mile drag car?
1972 Chevy Nova

Click to read more...

Administration

Lacy Zahn

ADMINISTRATIVE ASSISTANT

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

Click to read more...

Courtney Huckins

BOOKKEEPING / PAYROLL / HR

Fun Fact?
Answer

Click to read more...

Brett Hansen

MARKETING

Favorite thing climbed?
Devil's Tower

Click to read more...

401(k) & Employee Benefits

Miles Nolen

RETIREMENT PLAN CONSULTANT

Fun Fact?
Answer

Click to read more...

Visits

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

Website proudly presented by Ex35 Creative.