Our Team

 

Mark Perrault , CFP®, MBA, CLTC®, RICP®

Wealth Management Advisor

Office 719-578-4001


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Charlie Dunn , CFP®, RICP®

Wealth Management Advisor

Office 719-578-4001


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Geoffrey Thomas Schaefer , CFP®

Wealth Management Advisor

Office 719-578-4001


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Kirsten Camp

Director of Investment Operations

Office 719-578-4045


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Laura Penney

Director of Insurance Services

Office 719-578-4060


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Sarah Estrada

Director of Financial Planning

Office 719-578-4054


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Caryn Renholm

Director of Client Services

Office 719-578-4029


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Cheryl Cranor , CLTC®

Director of Operations

Office 719-578-4001


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Jacqueline Kumsher

Insurance Operations Associate

Office 719-578-4077


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