With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.

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Team photo
Team photo

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Advisors

Kathleen Drake

Branch Manager

Associate Vice President
Visit Kathleen Drake's website


Team

April McWhorter

April McWhorter

Registered Operations Leader,

Practice Manager

Qualifications

  • SIE

    Series 7

    Series 66

    Colorado Resident Producer- Accident and Health, Life, Variable Products

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