Our History
00 Years of Experience
Nestled in the heart of Colorado, our firm is deeply rooted in a commitment to building genuine connections with clients across the country. While our home base is surrounded by the natural beauty of the Rockies, our reach extends far beyond state lines, reflecting the diverse needs of those we serve. Our approach is centered on trust, transparency, and a shared journey toward financial clarity.
In this ever-changing world, we stand by our clients, offering a steady hand and a listening ear. Together, we work to navigate the financial landscape, focusing on solutions that align with your aspirations. Here, you are more than just a client—you are part of a community that values shared success and mutual respect. Welcome to a partnership where your financial well-being is our priority.
About the Founder
Mark Jacobberger
With over three decades in the financial services industry, I bring extensive knowledge and experience to my role as the Supervising Branch Office Manager and Founder of Precision Wealth Advisors (PWA). My primary focus is on serving and assisting both PWA's financial advisors and a select group of investors. By helping my investor clients reach their financial goals and sharing effective strategies with PWA's advisors, I aim to enhance client satisfaction and support business growth.
My expertise is best utilized by guiding advisors in delivering exceptional service to their clients, ensuring that both the advisors and their clients achieve success. Through collaboration and strategic planning, I am dedicated to fostering an environment where PWA's advisors can thrive and their clients can achieve their financial aspirations.
David Jacobberger
Internal Trading & Machine Learning Specialist
david@precisionwealthadvisors.com
With over six years of experience working in our office, I hold a Bachelor's degree in Finance from UCCS and specialize in trading fee-based accounts on our Schwab platform. My role involves conducting portfolio changes as needed and being an integral part of the Financial Fund/Portfolio change committee, where I contribute to discussions on future changes. I bring youthful energy and sharpness to Precision Wealth Advisors (PWA), paired with a commitment to reliability, competence, responsibility, and integrity.
My contributions are highly valued in these critical areas of service, and I am proud to be considered an asset to the PWA team. Through my work, I aim to support our clients and colleagues by ensuring smooth and efficient operations, ultimately contributing to the success and growth of our office.
Jim Finkle
jim@precisionwealthadvisors.com
After spending thirteen years as a cattle rancher, I transitioned into the financial services industry in 1981, where I gained experience in personal sales, agency management, and ownership. In 1992, my family and I moved to Western Colorado, and I established Finkle Financial Services to fully dedicate myself to my passion for helping people determine and achieve their financial goals. I currently serve as the OSJ Designee at Precision Wealth Management. My wife Nancy and I have been happily married since 1973, and we have two grown children and two grandchildren. I've also dedicated my time to various community organizations, including the Church Board of Elders, NAIFA, Kiwanis, Rotary, Little League, and the Chamber of Commerce.
Jon Boyd CLU, ChFC, LUTCF
CLU, ChFC, LUTCF
jon@precisionwealthadvisors.com
For over three decades, I've had the privilege of helping individuals and small businesses grow and protect their assets. I use a values-based approach to determine the needs and goals of my clients, allowing me to develop a personalized road map to success for each one. I have earned my Chartered Financial Consultant and Chartered Life Underwriter degrees from the American College, which have equipped me with the expertise to serve my clients effectively. I'm happily married and have two grown children who reside in Scottsdale, AZ.
Mark J. Jacobberger LUTCF, LACP, WMCP
mark@precisionwealthadvisors.com
Having spent more than three decades in the financial services industry, Mark's knowledge and experience in the business is best utilized by serving and assisting both Precision Wealth Advisors' (PWA) financial advisors and a limited, select group of investors. As the Supervising Branch Office Manager and Founder of PWA, his primary roles are to help his investor clients reach their financial goals and to share strategies that help PWA's advisors assist their clients and ultimately grow their businesses.