Why Work With Us

Why Work With Us

For over 36 years, I have been helping clients work towards growing, saving, and securing their current and future wealth. Today, I am proud to be joined by my daughter, Katherine E. Thomas, LPL Registered Administrative Associate, at our LPL Financial office in Denver, Colorado. Together, we help young professionals, growing families, pre-retirees, and retirees, in all areas of wealth management.

Clients have chosen to work with us in the past, and continue to work with us today, because of our steadfast commitment to their success. Our clients become members of our extended family, with many of them by our side for over 20 years.

As a financial advisory firm we are:

• Team-Based: The success of our clients relies heavily on their willingness to participate, and work with us as a team. This collaborative approach encourages a positive and nurturing learning environment, that we believe is the most effective way to achieve financial goals.  
• Values-Based: Every piece of advice we give, product we suggest, and strategy we create, is done so with our values of honesty, integrity, compassion, kindness, and servitude, front and center.
• All-Inclusive: We believe that every person, regardless of the size of their bank account, can benefit from financial planning services. No matter how big or small a client’s assets are, we welcome the opportunity to work with individuals who would like to be actively involved in their financial success.
• Always There: The relationships we have with our clients are built on mutual respect, understanding, and trust. Facing difficult times alone does not always result in a positive outcome, which is why we are always available when our clients need help, guidance, or support.

Call today to schedule your complimentary, no-obligation consultation. We would love to meet with you, and discuss ways we can help you pursue your financial planning goals.