In today's complex world, the expertise and clear vision of a financial professional can help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

This information should not be considered as tax advice. Clients should consult their tax advisor regarding their own tax situation.

Colorado Springs, CO

Pat  Alfano, Director of Retirement Plans

Jeannette Anderson, CLU, ChFC, FLMI 
Chief Operating Officer

Duane Beckmann, CLU, ChFC

Robert L. Book, AIF®
Executive Vice President 

John W. Ferguson, Jr., CLU, CFS, AIF®
President & CEO

Teri Ferguson, Strategic Planner

Linda Flynn, Vice-President of Long Term Care

James R. Fredrick, AIF®, CLU, ChFC
Executive Vice President

Cindy Jahn, Contracting and Compliance Analyst

Mark Larivee, Insurance Consultant

Alexander Lippert, AWMA, 
 Vice President - Wealth Management

Joel D. Malick, AIF®, AWMA®,  Vice President - Investments

Janey Nickel, Receptionist

Ginny Paas, Director of Operations

Tom Voake, Group Benefit Specialist

Randy Ward, Financial Advisor

Timothy S. Watson, AIF®, CFP®
Executive Vice President

Michelle Whitmore, Administrative Assistant

The Retirement Plans Team

Grand Junction, CO

Tim Donovan, CLU, CRPC, Financial Advisor

Leawood, KS

Bill Eckert, CAP®, Financial Advisor

Cassie Lindstedt, Success Coordinator

Pam Ritchey, Administrative Assistant

Ogden, UT

Zachary A Nielson, Financial Advisor

Clark Ulrich, Financial Advisor

Cal Welling, CLU, ChFC, CFP, CFS, LUTCF, Financial Advisor

Salt Lake, UT

Nate Crowther, CFP,  Life Specialist

DeAnna Farr, Administrative Assistant

Landon Jensen, Financial Advisor

Trent Johnson, Financial Advisor

Joseph Pond, Financial Advisor

Dave Rich, CLTC, Financial Representative