Your Partners in Retirement
Meet our team of professionals dedicated to helping you plan for your retirement.

Jim Saulnier, CFP®
Founder & Financial Planner

Chris Stein, CFP®
Retirement Planner, Data Analyst, & Instructor at Colorado State University

Thomas “Greg” Darden, CLTC, Candidate for CFP®
Long Term Care Analyst

Robert “Scott” Roark, Ph.D.
Finance Professor at Colorado State University

Bob Palechek, CPA
Tax Planner & Analyst

Brett Smaller
Office Administrator

Jacob Vonloh
Paraplanner

Andrew Bosch
Paraplanner

Shauna Jekel
Marketing Coordinator