Our Team
Staff
Wes David Nagel
Office 719-636-3844
As Associate Wealth Management Advisor, Wes has his primary responsibilities in:
- Managing day to day investment account administration
- Supporting the investment and planning side of client accounts
- Trading of investment accounts
- Investment planning research and development
- Long term focus of the investment planning practice
- Rebalancing investment accounts
Wes joined our team as an Associate Wealth Management Advisor in 2008.
Wes currently holds his Series 6, 7 and 66 licenses, as well as his Life and Health licenses.
Wes and his wife Amy are the proud parents of Alena and Alexander. They enjoy the active Colorado lifestyle such as running, hiking, and soccer for the kids.
William Douglas Zimmerman Jr, CFP®, AAMS®
As a Certified Financial Planner (CFP®) professional Will's primary responsibilites are:
- Building and designing personal analysis for clients
- Building and designing personal retirement plans for clients
- Investment planning research and development
- Supporting macro-financial planning picture to our clients
Reyna M Burns
Office 719-578-4020
As an assistant to Eric Burns, Reyna is at the forefront of office relations and helps guide clients to the right person.
Reyna's primary responsibilities are:
- Managing office operations
- Insurance inquiries and processing
- Schedule appointments
- Provide general policy and billing information
- Update client information
- General client service needs
- Relay information to the proper person/area
- General customer service needs