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Guiding You,  Empowering your future 

Comprehensive wealth management for individuals, families, business owners, retirees, and military households.

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Financial Planning | Estate Planning | Tax Planning


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What we do

Wealth Management Built around your life

Financial Planning

Tailored investment and withdrawal strategies built around your goals, timeline, and risk tolerance - designed to invest and preserve what matters most. 

Tax Planning

Year-round, forward-looking tax strategies, coordinated with your investments and retirement plan to keep more of what you earn. 

Estate Planning

Clear plans for transferring wealth, honoring intentions, and minimizing friction for the next generation.

Learn About All Our Services
That's not all we do...

Additional services

  • Retirement Planning 
  • Business Owner Solutions
  • Insurance & Risk Management
  • College Tuition Planning


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Our Three-Step Process

Every action we take is based on our data-driven, 3-step process.

Assess

Data-driven analysis is the foundation for everything we do.

Plan

Individualized strategies ensure that your goals are always a priority.

Manage

Our comprehensive financial management means we're ready to address your every need.

You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

Every individual is unique, so why settle for a one-size-fits-all financial strategy? Given our distinct careers, life journeys, and aspirations, it's essential to receive advice tailored specifically to your situation. At our core, we strive to simplify the complex and deliver a level of personalized service that is exceptional in the financial industry.

Ready to get started? We are ready to help.

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Learning Center

We believe that an educated client is an empowered one. Browse our client learning center and take control of your financial future.

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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Protecting Your Home Against Flood Loss

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.
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Can I Create a Roth if I’m Over the Income Limit?

Can I Create a Roth if I’m Over the Income Limit?

Use this article to start conversations about the “backdoor” Roth IRA strategy.
Learn More

Meet Our Team

David LaLonde

David LaLonde

Financial Director

719-204-6005

Nicole Gillin

Nicole Gillin

Client Relations Manager

719-204-5504

Lars Henrikson

Lars Henrikson, CFP®

Financial Planner, LPL Financial

Leah Zions

Leah Zions

Marketing Director

(303) 725-0409

Questions? Comments?

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