Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Timothy B Rohlfing, Private Wealth Advisor serving the Colorado Springs, CO area - Ameriprise Advisors

Timothy B Rohlfing

CFP®

Private Wealth Advisor

Learn more about Timothy B Rohlfing Visit Timothy B Rohlfing's website
Jon Skorich, Financial Advisor serving the Colorado Springs, CO area - Ameriprise Advisors

Jon Skorich

APMA®, CEPA®

Financial Advisor

Managing Director of Eagle Rock Wealth Strategies
Learn more about Jon Skorich Visit Jon Skorich's website
Aaron Thurston, Financial Advisor serving the Colorado Springs, CO area - Ameriprise Advisors

Aaron Thurston

CFP®, CFA®

Financial Advisor

Investment Manager
Learn more about Aaron Thurston Visit Aaron Thurston's website

Our team

Stacie Merritt

Stacie Merritt

Financial Planning Specialist,

Chartered Retirement Planning Counselor℠

Qualifications

  • Fully Licensed
View more
Eric Garland

Eric Garland

Client Relationship Manager

Danielle Sisk

Danielle Sisk

Client Service Coordinator