Our Team

Over our combined 60 years in the industry, our team of highly credentialed professionals has helped hundreds of business owners and families turn wisdom into action and gain true financial security.

 

Ryan E Yoder , CLU®, ChFC®, CLTC®

Wealth Management Advisor

Mobile 970-222-2820


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Brian D. Campbell , CLU®, CLTC®, ChFC®

Wealth Management Advisor

Office 970-225-3462


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Jesse Jorgensen , CFP®, CLF®, ChFC®

Director of Financial Planning

Office 970-225-3464


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Alison K Prim

Director of Insurance Operations and Services

Office 970-225-3466


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Amber D Miller

Marketing and Client Relations Manager

Mobile 970-225-3454


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Courtney Ellen Mouser

Investment Operations Associate

Office 970-225-3456


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Kenzie R. Spear

Financial Planning Analyst

Office 970-225-3440


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Aaron Crownover

Client Service Coordinator

Office 970-225-3441


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John Davis Glaubke

Associate Wealth Management Advisor

Office 970-225-3447


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