by Jon | Jul 25, 2025
719-534-9106 Margaret Rose Cambridge Investment Research Margaret Rose is a financial advisor based in Colorado Springs, Colorado, working with Cambridge Investment Research Advisors, Inc. She has passed the Series 63, 66 regulatory, and series 7 exams and is...
by Jon | Jul 25, 2025
760-521-3803 Mark Weiss Wolf Creek Capital I have been assisting clients with their financial needs since 1999. My areas of expertise are financial, investment and retirement planning. At our first meeting my goal will be to understand your vision for the...
by Jon | Jul 25, 2025
303-268-1135 Mark Dietz Dietz Wealth Management Group Mark E. Dietz is the President and Founder of Dietz Wealth Management Group and has worked in the field of investment management and financial planning since 2002. He grew the business from the ground up,...
by Jon | Jul 25, 2025
303-271-1067 Kurt Cambier Centennial Capital Partners Kurt D. Cambier has been assisting clients with their financial planning needs since 1984. He focuses on financial planning, including investment management, along with 401K and IRA rollovers. Kurt’s clients...
by Jon | Jul 25, 2025
970-818-8003 Kristina Paz Sopris Wealth Advisors Kristina Paz is the Managing Partner and Portfolio Manager at Sopris Wealth Advisors, in Fort Collins, Colorado. Kristina and Sopris Wealth Advisors believe in empowering their clients to take control of...
