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®

Jason (Jay) holds a Bachelor’s Degree in Psychology from the University of Massachusetts. He has over 18 years of financial planning experience. He became a CFP (Certified Financial Planner) in 2016 and is currently working on his Master’s Degree in Financial Planning. 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.


 

 

 

 

 

 

Meredeth Iversen

Meredeth is our Administrator and a graduate of the University of Northern Colorado.  She brings attentive customer service along with her 20 years of banking experience.  When she isn’t volunteering for her children’s activities, you’ll find her hiking on a local trail with her dog, Lily.