Casey Barlow is a Colorado native and graduated from University of Northern Colorado with a Bachelor’s Degree in Accounting in 2011. Casey also holds an active CPA license in the state of Colorado and is a member of the American institute of CPA’s and the Colorado Society of CPA’s. His first job out of college […]
Denise Ferrari has been working as a professional in the financial services industry since 1978. Denise has extensive experience in comprehensive financial and estate planning. She has passed the FINRA Series 7, 63, 65, 24 and 26 exams, is a Life and Disability Insurance Agent, and holds the CLTC (Certified in Long Term Care) designation. […]
Lillie Ben is CEO of her company, The Essentria Group, LLC, and has been servicing clients in the financial services industry since 1998. Her credentials include: MSFS [Master Degree in Financial Services], MBA [Master Degree in Business Administration], and RICP® [Retirement Income Certified Professional]. Her area of expertise entails educating senior consumers on “Health Strategies” […]
Mr. Anderson is the founder and Chief Executive Officer of GRAnderson Wealth Management Group. GRAnderson Wealth Management Group, Inc. is a registered investment advisory firm specializing in comprehensive financial planning and investment management services designing plans to meet clients’ life goals, with an emphasis on alternative and tax advantaged investments. Prior to forming GRAnderson Wealth […]
David L. McConico has a depth and breadth of knowledge and experience in strategic planning, accounting, finance and investment management. David is Senior Managing Director for Watts Global, LLC, a boutique investment banking firm. He is a Registered Representative with First Florida Securities, Inc., a securities broker dealer. David has served as a trustee for […]
Doug has been an entrepreneur for the past 45 years. Starting his own businesses has been as natural as it has been continuous for Doug, beginning in his college days and progressing through several different industries and skill sets. Having earned a BMEd, (piano) from the University of Colorado, Boulder, he performed professionally for several […]
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