President/Owner at Colorado Financial Group, Inc. - Colorado Springs, Colorado, United States
As a Member Firm of M Financial Group, the Colorado Financial Group offers clients access to institutionally priced, proprietary insurance products that are unavailable through traditional retail or brokerage channels.• Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered Broker/Dealer and Investment Advisor, member FINRA/SIPC. Colorado Financial Group is independently owned and operated. • Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.• This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.• The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.