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 Adviser Representative

(303) 923-8148

(303) 317-8167

I enjoy bringing financial dreams to life. I have been in business for twenty-eight years and lived and worked in Denver my entire career until my recent move to Golden. 

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Ira Wallace

Medicare Specialist


As an independent agent, I will research coverage options through multiple companies holding reputable "A" ratings or higher. I believe in successful partnerships with my clients and in building long lasting relationships. I will offer...
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