401k/IRA Retirement Brokers & Certified Financial Planners

Here is a brief list of retirement brokers, investment advisers & certified financial planners we have worked with over the years:

Ken Duncan
Western Wealth Management
Durango, Colorado | 970-422-5200 

Calvin Romero 
Clements Group
Durango, Colorado | 970-247-3794
Jeffrey Speicher
Speicher Financial Group, Wells Fargo Advisors
Durango & Denver, Colorado | 970-385-3985

Tom Helms
Morgan Stanley 
Durango, Colorado | 970-259-0937

Boyd Pederson
Transamerica Financial Advisors, Inc.
Gunnison & Denver, Colorado | 970-641-6900 

Heather Gallagher
Trust Company of America
Denver, Colorado | 303-705-6142
Keith Cusack
279 401k 
Denver, Colorado | 303-279-401k

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