Colorado Springs
Helping Colorado Families
Colorado Springs
8580 Scarborough Dr
Suite 145
Colorado Springs, CO 80920


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Your Colorado Springs Team
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Alyssum Malone
CFP®, BFA™
Wealth Advisor
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Jamie Slaughter
CFP®, CDFA®
Wealth Advisor
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Susan Strasbaugh
CFP®, EA
Advisor Transition & Leadership Coach
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Peter Dillon
CFP®
Associate Wealth Advisor
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Dan Evans
Associate Wealth Advisor
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Kilee Van Driel
Client Relationship Specialist
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David Bosch
Portfolio Manager
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Elizabeth Roberts
Client Service Manager
Dig even deeper.
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Enjoy some of our latest resources
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February 10, 2025
Monthly Investment Commentary: February 2025
When it comes to trends like AI, Focus Partners’ Jason Blackwell shares why the key for investors is to remain discerning, question conventional wisdom, and focus on fundamentals rather than fleeting headlines.
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February 03, 2025
You Just Received an Inheritance. Now What?
Losing someone we love is heartbreaking, yet such a storm may also come with a silver lining in the form of an inheritance. This article looks at some ideas for individuals to consider after receiving an inheritance.
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January 20, 2025
Reframing Retirement: Focus on Fulfillment
Finding fulfillment in retirement isn’t about simply passing time — it’s about designing a life filled with purpose and connection. Wealth Advisor Adam Yofan shares tips for planning your ideal lifestyle once you’re ready to make this life transition.
Read the article