$64MM AUM | $606,000 GDC in Colorado Springs, CO
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We are a team practice with a strong financial planning bias. We both are CFP's. My partner is a CFA and manages the investments to support the plans. He serves on the El Paso County Retirement Plan Board and Investment Advisory Board for Ft. Lewis College. We plan to evolve our team practice into a business enterprise for a select number of advice and investment clients.