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
