by Jon | Jul 26, 2025
303-651-2600 Richard Turner Cambridge Investment Research Richard Turner is a financial advisor in Longmont, CO. He has been in practice for 34 years, the last 4 years at Cambridge Investment Research, Inc. His wife, Cheri, brings tremendous value to their...
by Jon | Jul 26, 2025
402-331-1429 Paul Folkers Mark Street Financial As a seasoned Financial Advisor, Paul Folkers brings a blend of wisdom, experience, and personalized insight into each client relationship. Raised on a farm near Sheldon, Iowa, Paul went on to earn a BA in...
by Jon | Jul 26, 2025
303-653-6630 Peter Coleman Coleman Capital and Risk Management, Inc. I graduated from Pepperdine University School of Law in 1991, but it turns out the primary purpose of attending was to meet my amazing wife. She was working for the FBI at the time, and we...
by Jon | Jul 26, 2025
303-996-6090 Paul Levett Legacy Benefit Services Legacy Benefit Services, LLC is an independent company that specializes in third-party administration (TPA) of Defined Contribution (401(k) 403(b)) plans and Defined Benefit Pension plans. With our many years of...
by Jon | Jul 26, 2025
970-399-7749 Amethyst Roth Roth Family Wealth Amethyst Roth is on the team of advisors at Roth Family Wealth in Delta, CO. She took over the business from her grandfather and passed the Series 66 exam. Amethyst and her husband, Travis, operate their family practice...
