Team
Three front range locations to better serve you.
Janet W. Wilson, CFP®
877-836-1126
As your financial planner, Janet W. Wilson is committed to providing information and options in an independent and objective environment. You’ll receive more than basic money-management services. Working with Janet, you’ll...
Barbara L. Klenovich, CFP®
As your financial advocate, Barbara L. Klenovich takes the time to understand what you want out of life and how you feel about the goals you’ve set for yourself.
Chris Murphy
Registered Sales Assistant
Chris is an experienced Financial Service Associate who is also the registered sales assistant for Janet and Barb,. As such he will be assisting them with the implementation of client strategies.
Debbie Complo
Customer Service Representative
As your customer service representative, Debbie Complo is committed to providing excellent service and support with your financial needs. She is dedicated to providing accurate and timely information in response to inquiries about our...
Kevin Patterson
Financial Advisor
As your Financial Advisor, Kevin Strives to have a strong client relationship with a focus in helping them achieve their financial goals. Kevin holds Series 7 and 66 licenses, as well as a license for life insurance. Kevin recently...