If you’re after a more tailored approach to financial planning and investment management, consider booking a free, no-obligation consultation. It’s a chance for us to learn about your goals, answer your questions, and see if our approach is the right match for your financial future. Get in touch today to set up an appointment and take the first step toward building a more confident financial strategy.

Over the years, I’ve seen the financial services industry change dramatically. One big shift happened about 20 years ago, when large firms stopped training advisors in areas like investment strategy, market analysis, and stock picking. Instead, the focus turned to teaching advisors how to plug client information into software that spits out asset allocation or retirement plans, with advisors then picking from the firm’s own pre-made models. While this might seem efficient, it often hides downsides—like over-diversification and a lack of real customization. In our video library, I break down these challenges and share why a more hands-on, research-focused approach can better serve long-term investors.

As a Colorado Springs–based financial advisor with over 30 years of experience, I believe it’s important to explain what sets our firm apart from the average advisor in Colorado.