Life Well Lived Financial Group

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Advisors

Roberta Daugherty, Financial Advisor serving the Colorado Springs, CO area - Ameriprise Advisors

Roberta Daugherty

CFP®, ChFC®, CASL®, CLU®, APMA, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Roberta Daugherty's website
Joseph Strike, Financial Advisor serving the Colorado Springs, CO area - Ameriprise Advisors

Joseph Strike

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Joseph Strike's website
Keith Cusack, Financial Advisor serving the Colorado Springs, CO area - Ameriprise Advisors

Keith Cusack

APMA

Financial Advisor

Visit Keith Cusack's website

Team

Kimberly Cavaliere

Kimberly Cavaliere

Operations Director

Personal Intro

Kimberly began her career in the financial services industry over 20 years ago with Ameriprise Financial Services (formally American Express Financial Advisors). She has worked with successful financial practices.

Kimberly is a Boxer mom and has been rescuing Boxers over 14 years. She loves the mountains, the beach, vacationing with her family and dogs to both.

Qualifications

  • Series 7, Series 66, Colorado Life and Health, Long-term Care and Variable product License

    Colorado Notary

Roles & Responsibilities

  • Responsible for and committed to continuing and implementing high quality service techniques, efficient branch operations, ensuring compliance regulation practices and delivering valuable service.
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Dorian Adams

Dorian Adams

Client Service Specialist

Personal Intro

Dorian is grew up in Reading, Pennsylvania and lived in Colorado for 31 years with her two sons. She enjoys helping her 94 year old mother and spending time with her family.

Dorian started with Ameriprise Financial 17 years ago working with different advisors including our Team for over 6 years.

Roles & Responsibilities

  • Instrumental in helping conduct the smooth operations of Client Service assisting in daily management ensuring client service is processed and delivered with excellence and integrity.
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Lacy Gripp

Lacy Gripp

Client Service Coordinator

Personal Intro

Lacy started her career path as an accountant for five years. She has moved through her career learning new skills and always being a person of many hats. She is well driven when it comes to her work. She has a love for art and music and enjoys playing her piano. She loves mountain air, running rivers, and hot coffee. Two of the most important things in her life are family and her pets.

Roles & Responsibilities

  • Lacy is responsible for client service work assisting our Team with scheduling, providing excellent client service answering questions and providing information.
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April Zubrski

April Zubrski

Client Service Coordinator

Personal Intro

April is a Georgia native and recently moved to Colorado with her husband, daughter, and two huskies. She enjoys camping with her family and traveling the country exploring new states. April has a background in Business Operations and Finance. She spent nearly 8 years working for a technology company where she specialized in video production. She thrives on connecting with clients and building strong relationships.

Roles & Responsibilities

  • April is responsible for client service work assisting our Team with scheduling, providing excellent client service answering questions and providing information.
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