Our team of professionals brings credentials, designations and life experiences to the planning process. We are active in our communities; we are committed to our families; we are passionate about reducing the “money stress factor” experienced by our clients. With over 50 years cumulative industry experience and a deep bench of specialists that bring their expertise to the table as needed, we are ready to assist as you reach for your own personal financial goals.
Christopher P. Bruhl, CLU®, ChFC®, CFP®
Wealth Advisor
Adam W. Hall, CFP®, RICP®
Wealth Advisor
Christine “Chrissy” Callaway
Executive Assistant
303-942-1718
Lisa Quintanar
Administrative Assistant
303.942.1718
CERTIFIED FINANCIAL PLANNER™
The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.
Retirement Income Certified Professional®
The RICP® is the nation’s leading credential for building integrated and comprehensive retirement income plans. A key focus is understanding, choosing, and executing a sustainable retirement income strategy from available resources—whether that means using systematic withdrawals from a portfolio, building a retirement income floor with bonds or annuities, or using a bucket strategy.
Awards
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.