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.
Jon Boyd CLU, ChFC, LUTCF
jon@precisionwealthadvisors.com
Jim Finkle
jim@precisionwealthadvisors.com
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 Hammer CPA, PFS, CFP®, CFS, CSA, CKA
whammer@precisionwealthadvisors.com
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...
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,...
David Jacobberger
david@precisionwealthadvisors.com
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...
Client Centered
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.