Our Qualifications

Todd and Linda have been helping people with their investment and insurance needs since 1991.

As an Investment Advisor Representative, Todd has several industry licenses including his series 7, 26, 63, and 65, as well as his life, accident and health insurance license with his home state of Colorado. Todd is also fully licensed to offer investments and insurance plans in several other states.

Linda is "Certified in Long-Term Care" (CLTC) designee.  She has completed a rigorous multidisciplinary course that focuses on the profession of long-term care. 

These licenses and designations require us both to fulfill continuing education requirements regularly.