We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can help answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Patricia Cathey*

Investment Advisor

(303) 923-8148

(303) 744-7985

I enjoy bringing financial dreams to life. I have been in business for twenty-four years and have lived and worked in Denver my entire career. I serve business owners, professionals, pre-retirees and retirees looking for answers...
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Michael G. Heimann

Social Security and Medicare Specialist

(303) 923-8148

(303) 744-7985

Mike began his insurance career in March of 1973. He has been serving his clients with life and health insurance and retirement savings plans now for over 40 years. He is a Chartered Benefit Consultant and deals in employee benefits...
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