Team profile


Personalized financial and investment strategies

Let us help you build and preserve your wealth with a personalized investment strategy. With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. Our goal is to prepare your portfolio to meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach,we’ll work together to help you feel more confident, connected, and in control of your financial life.


Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Small Business
  • Charitable Giving
  • Saving for Education
  • Business Retirement Plans

Awards & recognition

  • Life Well Lived Financial Group, Ameriprise Client Experience Award, 2020

Community participation

Our sponsored flowerbed at the corner of Pikes Peak and Cascade Avenue in downtown Colorado Springs.
Our sponsored flowerbed at the corner of Pikes Peak and Cascade Avenue in downtown Colorado Springs.
  • Life Well Lived Group is going on their 10th year for supporting Holidays for Hope. We have raised over $100,000 for the Empty Stocking Fund. Holidays for Hope is the single largest fundraiser benefitting the Empty Stocking Fund.
  • We did it! The Group earned the coveted Golden Trowel Award from the City for sponsoring and maintaining a flowerbed in downtown Colorado Springs. Debbie and Thomas were at the ceremony to accept the award from the Mayor!