Our product is our people.
We understand that our financial advice and diligent customer service has a large impact on your ability to meet your long-term goals. It is with great care that we handle your financial planning, investment management, and insurance needs.
Jason Roque CFP®, APMA® and AWMA®
Jason (Jay) holds a Bachelor’s Degree in Psychology and a Master’s Degree in Personal Financial Planning. He has been in the industry since January 2001 and has been completing financial plans for clients since 2006. He became a CFP® (Certified Financial Planner™) in 2016, an APMA® (Accredited Portfolio Management Advisor℠) in 2019, and an AWMA ® (Accredited Wealth Management Advisor℠) in 2020. Planning for the future and asset management are the cornerstones of his practice. He enjoys providing comprehensive plans for clients, and helping them meet all their financial goals.
Jay, his wife, and two daughters live locally in Palmer Lake.
Kerry J. Hilsabeck, CFP®
Kerry holds a Bachelor’s Degree in Business from the University of Colorado at Colorado Springs. He has been in the financial services industry since June 2011 and has been advising and building financial plans for clients since 2017. Kerry obtained his CFP® certification in 2020. He brings a high level of professionalism in building sound financial plans for the clients he serves and enjoys helping them work to achieve their goals.
Kerry and his wife, Amanda, have two children, Sterling and Ethan.
Meredeth Iversen
Meredeth is our Client Operations Specialist and Supervision Analyst. She is a graduate of the University of Northern Colorado and holds a Series 65 Uniform Investment Adviser Law Exam License. She brings attentive customer service along with her 20 years of banking experience. She enjoys quiet activities like reading, embroidery, and hiking!