How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Our advisors

David Hengel

David Hengel

Financial Advisor

Learn more about David Hengel Visit David Hengel's website
Jacob Curtis

Jacob Curtis

Financial Advisor

Learn more about Jacob Curtis Visit Jacob Curtis's website
Matthew Allred

Matthew Allred

CRPC®, AAMS®, APMA®

Private Wealth Advisor

Franchise Owner
Learn more about Matthew Allred Visit Matthew Allred's website

Our team

Amanda Flynn

Amanda Flynn

Operations Director,

Business Development Manager

Qualifications

  • Experience in event planning
  • Previous experience in retail management
  • Human Resources/Payroll
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Jacquelyn Flynn-Stewart

Jacquelyn Flynn-Stewart

Client Relationship Manager

Qualifications

  • BA Political Science/International Relations, UNLV
  • Experienced Event Coordinator
  • Website management, social media, marketing, advertising, and event planning
  • Interned for Congressman Faleomavaega, DC 2004
  • Married, mother of three, two dogs.
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Kimberly Bradshaw

Kimberly Bradshaw

Client Service Manager

Qualifications

  • BA, Art Institute of CO, 2009
  • Experience: TCF National Bank, CO; Merchant's Mortgage, CO
  • Enjoys film, writing, travelling and spending time with her clever dog, Luka
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Brian Benson

Brian Benson

Paraplanner

Qualifications

  • BSBA, Finance, UNLV 2019
  • Intern, Ameriprise Financial, January-May, 2019
  • Enjoys reading, following the financial markets, economics, health and fitness and travelling (especially to the beach!).
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