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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Michael Romero


(970) 475-1753

With over 20 years of experience in the financial advising profession, Michael Romero finds great satisfaction in assisting his clients with their retirement, investment, insurance, inflation, and tax planning needs. He enjoys providing...

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Cindi Romero

Client Services

(970) 475-1753

Growing up on a farm with six siblings taught Cindi the importance of hard work, financial strategies and that people need each other. These lessons have served her well for the past 12 years of her career in the insurance industry. As...

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Nicole Slack

After working as an intern in the financial industry, Nicole developed a passion for finances and investing and realized she could make a difference in the lives of others. And for the last 35 31 years, Nicole has been doing just that....

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Alexis Vincent

Billing/Database Coordinator

Kaylene Schilling

Research Coordinator