Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Divorce Finances
- Insurance & Annuities
- Portfolio Reviews
Certifications
AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™
Personal Interests
- Culinary Arts
- Golfing
- Snorkeling
- Spending Time with Family
- Traveling
Team Members
- Lori ShraderSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Fri | 08:00AM - 03:30PM |
Fri | 08:00AM - 03:30PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Mon | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Fri | 08:00AM - 03:30PM |
Fri | 08:00AM - 03:30PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Phone
(303) 652-4161Fax
(877) 609-9274Office Address
6964 N 79th St Suite 1Niwot, CO 80503opens in a new window
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