6208 Leman Drive
Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
After thirteen years as a cattle rancher, Jim began his financial services career in 1981 where he was involved in personal sales, agency management and ownership. Jim & his family moved to Western Colorado in 1992 where he started...
Bill focuses on using basic and advanced strategies to help Business Owners, High Net Worth/Net Income Clients, Non-Profit Organizations, and Major Donors. Bill utilizes Investments, Annuities, Life Insurance, and...
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,...
Lorene K. McPherson is an experienced 26 year veteran in the Financial Services industry, serving her affluent clientele well, putting her client needs ahead of her own. Born and raised in the state of Michigan, she migrated south to...
David Jacobberger has been working with our office for over 6 years and has a Bachelor's degree in Finance from UCCS. While helpful in many areas in our office he specializes in Trading Fee based accounts on our Schwab platform and...
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.