To make an impactful and positive difference in the financial lives of our clients.
We conduct our business with honesty, integrity, education and respect. We aim to exceed client expectations by offering actionable insights and innovative solutions. We believe in taking the long view by leveraging our enduring strategic alliances with leading estate planning and real estate attorneys, property and casualty agents and other experts. By tapping into the experience and expertise of our partners, we’re able to offer clients top-tier education to help them make more informed decisions.
OUR PROMISE TO YOU
We promise to be proactive, personal and progressive when it comes to your finances. With 25 years’ experience, we will bring our “A game” by monitoring and anticipating your needs before they arise. This means you’ll have a dedicated advisor who is always there to answer your questions, address concerns and offer personalized guidance.
MARK MCGREGOR, CRPC®
You probably have people helping with your investments, legal matters, and taxes…but who makes sure you are getting all the benefits you’re owed? I do. My name is Mark McGregor. I scour federal, state, local and corporate data bases to find benefits you are owed but NOT receiving. That’s what I do. Yes, we do all the other things as well, such as providing investment management, tax planning, long-term care planning and other services. Those are the big things, but I also help to make sure the little unknown things are taken care of for you. It’s also making sure that the little things don’t become big problems for you down the road.
I got into this business to fill a void I noticed after the passing of one of my friends’ parents who was experiencing hardship due to poor planning. I saw the issues they had to deal with first hand, and this left me feeling that there were lots of financial salespeople, but not many true advisors making sure people were getting all the available benefits they had worked so hard for. I use the skills I gained from my Bachelor’s Degree from California Polytechnic State University and 24 years of industry experience to get all the benefits that my clients are owed. I live in Castle Rock and we are actively involved in sports and charitable organizations, such as Unbound, which provides personal attention and direct benefits to children, youth, the aging, and their families so they may live with dignity and achieve their desired potential and participate fully in society.
A third generation Denver native, Dawn is a veteran of the financial services industry. Beginning her career in the “Penny Stock Era,” Dawn has held management, trading, support and operational roles with firms such as A.G. Edwards & Sons and Northwestern Mutual. Previously insurance- and securities-licensed, Dawn has a passion for assisting others in enhancing their financial freedom. She holds a B.S. in Finance from Regis University and an A.S. in Economics from Community College of Denver.
Dawn utilizes her education and experience, delivering strong attention to detail and managing financial and accounting operations. She has also been a licensed Residential Employing Real Estate Broker since 2001. Actively involved in her community, Dawn dedicates her free time to assisting her daughters in their commendable social work with at-risk youth in Denver and Northern Colorado. Feeding her appetite for the outdoors, Dawn enjoys golfing, hiking, road trips and music festivals.
Angela Walker is our Medicare Specialist. She is licensed in 12 states and leads and supports a team of 15 agents that work across the United States. Angela puts emphasis on “educating” Medicare-eligible clients FIRST to understand the basics of Original Medicare A and B to then find the best health plan, Medicare Supplement or Medicare Advantage. She takes pride understanding each client’s situation and is proactive in finding solutions that meet their medical and financial needs. Angela also helps people with dental, hearing and vision coverage. She also works with self-employed and independent contractors, helping them find medical health plans that will ALWAYS come in lower than national insurance plans. Angela’s goal first and foremost for clients under age 65 is to protect them from the inflation of the ACA exchange medical insurance plans and help save them money.
Mathew Blackburn is an attorney who specializes in tax, business estate planning for individuals and pass-through entities. He acquired his Bachelor’s of Business Administration from Mississippi State University and a Law Degree from Valparaiso University School of Law, as well as a Master’s of Law in Taxation from the University of Denver. Before practicing law, Mathew advised startups as an accountant and business consultant. He takes pride in resolving issues for clients by leveraging his vast experience and legal, tax and business know-how.