Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a suitable approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Bob O'Neal

Financial Advisor

(719) 548-1500

(719) 265-9776

[email protected]

Bob O'Neal has practiced in the investment industry since 1990 and holds numerous securities registrations with LPL Financial including Series 7,63,24,65, and 51, as well as a current insurance license...

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Glenn Grosh, CFP®

Financial Advisor

(719) 548-1500

(719) 265-9776

[email protected]

Glenn Grosh entered the financial services field in 1995 after serving as the Chief Financial Officer for a national non-profit organization. He earned his CERTIFIED FINANCIAL PLANNERTM designation from the College of Financial...

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Laura Cavanaugh

CFP®

Financial Advisor

(719) 548-1500

(719) 265-9776

[email protected]

Laura Cavanaugh has her CERTIFIED FINANCIAL PLANNER™ designation and is President of Journey Financial Services, Inc..  Laura has been a registered investment professional and holds numerous securities registrations...

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Kathleen Simpson

(719) 548-1500

(719) 265-9776

Kathy is the newest member of our team. She is our front office manager coordinating compliance standards, advisor schedules, greeting clients and is the happy person who answers the phone. She is also an excellent cook (which...

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