Focus Areas
- Entrepreneurs & Business Owners
- Agribusiness Professionals
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- Wealth Strategies
Certifications
ABFP™
Accredited Behavioral Finance Professional™AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Health & Nutrition
- Personal Fitness
- Outdoor Enthusiast
- Community Outreach
- Podcasts
Team Members
- Lori TaylorSr. Branch Office Administrator
- Shawnee WolfeSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 02:30PM |
Fri | 08:00AM - 02:30PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 02:30PM |
Fri | 08:00AM - 02:30PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Phone
(719) 852-4761Fax
(888) 508-6656Office Address
806 1st AvenueMonte Vista, CO 81144opens in a new window
Mailing address
Po Box 762Monte Vista, CO 81144
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