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.
Glenn Grosh, CFP®
Financial Advisor
(719) 265-9776
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...
Tony Blauert, CFP®
Financial Advisor
719-265-9776
Tony Blauert has over 20 years of experience helping his clients develop personalized strategies to meet their needs. During this time, he has helped his clients weather numerous market shifts with the use of sound investment planning...
Leigh Bolton
Administrative Assistant
(719) 265-9776
Leigh, the friendly voice on our office phone joined our LPL team in 2022. She manages the front office, helps coordinate compliance standards and advisor schedules. She is certified in Essentials Office Professionals Level 1,2 and 3...