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 over 18 years of financial planning experience. 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 has lived in Colorado Springs for 13 years and obtained his Bachelor’s degree in Business from the University of Colorado at Colorado Springs. He has spent his career in financial services including banking, counseling high net-worth families for a large mutual fund company, advising families for a local financial planning firm, and now has experience in the non-profit sector focusing on charitable gift planning. Kerry became a Certified Financial Planner™ professional in 2020. He brings a high level of professionalism and care to the clients he serves and enjoys providing sound financial plans to assist families in achieving their goals.
Kerry and his wife, Amanda, live in Falcon with his daughter, Sterling, and son, Ethan.
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!
Stefanie is a mom of three and a graduate from the University of Colorado with a Bachelors in Communication and a minor in Marketing. She enjoys long walks by herself through the craft store and laughing out loud as much as possible.