Southern Colorad Financial Planning Association
 
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SCFPA Members

Total members: 94


Abell, William F.
Smith Barney
121 S. Tejon St., Ste 700
Colorado Springs, CO, 80903
Phone: 719-577-6320
Email: william.f.abell@smithbarney.com
http://fa.smithbarney.com/whittaker_abell/
Adelmann, Russell B., CFP®
Russell B. Adelmann, RIA
5540 North Academy Blvd., Suite 250
Colorado Springs, CO, 80918
Phone: 719-599-7374
Email: russadelmann@aol.com
Anderson, Lorrie, CFP®, AAMS®
Demicell Wealth Managers, Inc.
200 West 1st St., Ste 101
Pueblo, CO, 81003
Phone: 719-544-4300
Email: landerson@demicell.com
Bartels III, William L, CFP®
First Command Financial Planning
11548 Shaugnessy Road
Colorado Springs, CO, 80908
Phone: 719-380-7422
Email: wlbartels@firstcommand.com
Batey, Alan
First Command Financial Planning
8340 Bluffview Way
Colorado Springs, CO, 80919
Phone: 719-599-8861
Email: ambatey@firstcommand.com
Beckmann, Duane
The Beckmann Group
5225 N. Academy Suite 104
Colorado Springs, CO, 80918
Phone: 719-596-2648
Email: tbg@beckmanngroup.com
Beebe, Terry J.
Lincoln Financial Advisors
445 Elk Valley Road
Bayfield, CO, 81122-9691
Phone: 970-884-1222
Email: terry.beebe@beebegroup.com
Benyak, Bernard, CPA, CFP®
Stockman Kast Ryan & Co LLP
4646 N. Splendid Circle
Colorado Springs, CO, 80917
Phone: 719-630-1186 x340
Email: bbenyak@skrco.com
Booth, Larry G., CFP®
Merrill Lynch
2408 Astron Dr
Colorado Springs, CO, 80906
Phone: 719-630-6063
Email: lgbooth@msn.com
Bornhoft, Kevin A.
First Command Financial Planning
1915 Aerotech Drive, Suite 100
Colorado Springs, CO, 80916
Phone: 719-380-7422
Email: kabornhoft@firstcommand.com
http://www.firstcommand.com/KevinBornhoft.htm
Breglio, Carol R., CFP®
Ameriprise Financial
2925 Professional Pl., Ste 101
Colorado Springs, CO, 80904
Phone: 719-328-1061
Email: carol.r.breglio@ampf.com
Brooks, Mary A., CFP®
Brooks Financial Planning
130 E. Kiowa St. Ste 303
Colorado Springs, CO, 80903
Phone: 719-492-1833
Email: info@brooksfinancialplanning.com
http://www.brooksfinancialplanning.com
Buckley III, John C.
Buckley Law Offices, P.C.
1277 Kelly Johnson Blvd, Suite 250
Colorado Springs, CO, 80920
Phone: 719-447-8797
Email: john@buckleylaw.com
http://www.buckleylaw.com
Carnick, Craig E., CFP®
Carnick & Company, Inc.
675 Southpointe Court Ste 102
Colorado Springs, CO, 80906
Phone: 719-579-8000
Email: craig@carnick.com
http://www.carnick.com
Carroll, Michael P., CFP®, ChFC, CLU
American National Bank
102 N. Cascade Avenue
Colorado Springs, CO, 80903
Phone: 719-381-5659
Email: Michael.Carroll@anbbank.com
Coughlin, Barring, CFA
Coughlin Associates
6697 Greenhorn Mtn. Dr.
Beulah, CO, 81023
Phone: 719-930-7706
Email: barring@coughlin-assoc.com
http://www.coughlin-assoc.com
Cox, Gary, CFP®, M.A
Cox Financial Consulting
15740 HWY 83
Colorado Springs, CO, 80921
Phone: 719-495-8100
Email: garyicox@walnutstreet.com
http://www.garyicox.com
Crow, William A.
First Command Financial Planning
1271 Kelly Johnson Blvd., Ste 100
Colorado Springs, CO, 80920
Phone: 719-599-8861
Email: wacrow@firstcommand.com
Daffron, Edward J, CFP®
First Command Financial Planning
6501 Boeing St., Ste H-5
El Paso, TX, 79925
Phone: 915-772-0100
Email: ejdaffron@firstcommand.com
Diven, Stacy E.
Diven Financial Services
2711 Main Street
Colorado Springs, CO, 80907
Phone: 719-633-7995
Email: sediven@comcast.net
Dorsett, Christopher, CFP®
Seamount Financial
90 S. Cascade Ave., Ste 1140
Colorado Springs, CO, 80903
Phone: 719-471-1972
Email: chrsd@seamountfinancial.com
Drakulich, Donald G., CFP®
Asset Management Strategies
5455 Mule Deer Dr
Colorado Springs, CO, 80919
Phone: 719-260-0369
Email: dondrak@aol.com
Edgin, Gordon R.
First Command Financial Services
147 Metcalf Ln.
Monument, CO, 80132
Phone: 719-487-8893
Email: gredgin@firstcommand.com
Esslinger, Lisa
LPL Financial Services
1958 Five Iron Drive
Castle Rock, CO, 80104
Phone: 800-877-7210
Email: lisa.esslinger@lpl.com
Fleming III, R.A. "Skip", CFP®
First Command Financial Planning
1915 Aerotech Drive, Ste 100
Colorado Springs, CO, 80916
Phone: 719-380-7422
Email: rafleming@firstcommand.com
Forbes, David, CFP®
Petra Financial Advisors
2 N. Cascade Ave., Ste 720
Colorado Springs, CO, 80903
Phone: 719-636-9000
Email: dave@petrafinancial.com
Forbes, Lisa M., CFP®, CLU
Ameriprise Financial
461 Windchime Pl.
Colorado Springs, CO, 80919
Phone: 719-598-9442
Email: lisa.m.forbes@ampf.com
Foster, Maile S., CFP®
Strategic Financial Partners
1755 Telstar Dr., Ste 501
Colorado Springs, CO, 80920
Phone: 719-388-0242
Email: mfoster@sfp.us
Gay, George R., CFP®
1040 S. 8th St.
Colorado Springs, CO, 80906
Phone: 719-636-1943
Email: georgegay@Firstaffirmative.com
Goldstein, Bobbie, CFP®
Merrill Lynch
90 South Cascade, 6th Floor
Colorado Springs, CO, 80903
Phone: 719-630-6000
Email: bobbiegoldstein12@msn.com
Hammer, William A., CFP®
1345 Dancing Horse Dr
Colorado Springs, CO, 80919
Phone: 719-635-9507
Email: billhammer@comcast.net
Hancock, Connie, CFP®
Petra Financial
2 N. Cascade Ste 720
Colorado Springs, CO, 80903-1626
Phone: 719-636-9000
Email: connie@petrafinancial.com
Haraway, David, CFP®
Merrill Lynch
90 S. Cascade Ave., Ste 600
Colorado Springs, CO, 80903
Phone: 719-630-6014
Email: david.haraway@ml.com
Haycock, Ross
Summit Wealth Group
102 S. Tejon Ste 860
Colorado Springs, CO, 80903
Phone: 719-633-4033 x.236
Email: rhaycock@summitwealthgroup.com
Hindley, Forrest G.
Hindley Financial Services
17609 White Marble Dr.
Monument, CO, 80132
Phone: 719.488.4200
Email: Forrest@HindleyFinancial.com
Howard, W. Charles, CFP®, CLU
Extensive Financial Insurance Services
4930 Willowstone Heights
Colorado Springs, CO, 80906
Phone: 719-576-1965
Email: choward08@aol.com
Hubbard, Paulette J, CFP®
Creative Financial Services Inc.
536 E. Unitah St.
Colorado Springs, CO, 80903
Phone: 719-471-4774
Email: pjh2021@qwestoffice.net
Isaac, Rick L.
Isaac Financial Services
5155 Saxton Hollow Rd.
Colorado Springs, CO, 80908
Phone: 719-886-4067
Email: rick@ifsgroup.net
Keller, Scott W.
First Command Financial Planning
1915 Aerotech Dr., Ste 100
Colorado Springs, CO, 80916
Phone: 719-380-7422
Email: swkeller@firstcommand.com
King, Steven J., CFP®
J.F. Williams Co., Inc.
2 N. Cascade, Ste 1100
Colorado Springs, CO, 80903
Phone: 303-753-4506
Email: steve@jfwco.com
King, Peggy C, CFP®, MBA
Citigroup Private Bank Retired
2870 Aquila Ct.
Colorado Springs, CO, 80906
Phone: 719-473-0716
Email: peggyfoote@comcast.net
Klaber, Richard
Carnick & Company
PO Box 7
Colorado Springs, CO, 80901
Phone: 719-579-8000
Email: rich@carnick.com
Leitz, Linda Yows, CFP®
Pinnacle Financial Concepts
7025 Tall Oak Dr., #210
Colorado Springs, CO, 80919
Phone: 719-260-9800
Email: linda@lindaleitz.com
Lemon, Paul, CPA/PFS, CFP®
Intergrated Financial Planning, P.C.
269 North Rd
Durango, CO, 81303-6430
Phone: 970-259-6739
Email: paul@tenweeks.com
Little, Brian W., CFP®, MBA
Strategic Financial Partners
1755 Telstar Dr., Ste 501
Colorado Springs, CO, 80920
Phone: 719-388-0203
Email: brian@sfp.us
http://www.sfp.us
Maez, Kimberly, CFP®
Ameriprise Financial Services Inc.
1710 Jet Stream Dr., Ste 205
Colorado Springs, CO, 80921
Phone: 719-599-0833
Email: kimberly.k.maez@ampf.com
http://www.ameripriseadvisors.com/kimberly.k.maez/?BNR=solc%5Fid%3D22259%26vend%5Fcd%3DALA%26offer%5
McAdams, Bob
First Command Financial Planning
1915 Aerotech Dr., Ste 100
Colorado Springs, CO, 80916
Phone: 719-380-7422
Email: bmcadams@firstcommand.com
McKenna, Jack, CPA, CFP®
521 E. Main St.
Montrose, CO, 81401
Phone: 970-249-3499
Email: jlm@hccm.com
Miller, Adam
Elderado Financial
1100 S. Townsend Ave.
Montrose, CO, 81401
Phone: 970-249-9900
Email: adam@elderadofinancial.com
Moore, Stephen R., CFP®
Partners Capital Management, Inc.
6375 Lehman Dr., Ste 100
Colorado Springs, CO, 80918
Phone: 719-593-2277
Email: steve@partnerscapital.com
Morris, C. Randal, CFP®
Summit Wealth Group, Inc.
102 S Tejon, Suite 860
Colorado Springs, CO, 80903
Phone: 719-633-4033
Email: rmorris@summitwealthgroup.com
Mueller, Brian, CFP®
Demicell Wealth Managers, Inc.
200 West 1st St., Ste 101
Pueblo, CO, 81003
Phone: 719-544-4300
Email: bmueller@demicell.com
Nervig, Paul B., CFP®
Capital Directions, Inc.
3010 Downhill Dr.
Colorado Springs, CO, 80918-1606
Phone: 719-548-0191
Email: pbnadvisor@msn.com
Nicosia, R. Anthony
Wells Fargo Private Bank
90 Cascade Ave.
Colorado Springs, CO, 80903
Phone: 719-577-5390
Email: anthony.nicosia@wellsfargo.com
Nusbaum, E. J., CFP®, CLU
State Farm Insurance
4775 A Barnes Rd
Colorado Springs, CO, 80917
Phone: 719-597-5100
Email: e.j.nusbaum.b7ci@statefarm.com
Obrey, Stan, CFP®
First Command Financial Services
33009 Alpine Meadows Dr.
Trinidad, CO, 81082
Phone: 719-380-7422
Email:
Pacitto, Michele, Jr., CFP®
T. Rowe Price
2260 Briargate Parkway
Colorado Springs, CO, 80920
Phone: 719.278.6344
Email: mike_pacitto@troweprice.com
Parsons, Rick, CFP®
Peak Interests
751 CR 5
Canon City, CO, 81212
Phone: 719-487-7277
Email: rnp@mesanetworks.net
Payne, Dale E., CLTC, CHMF, CFS, RFC, CSA
Payne Financial Advisors, Inc.
619 N. Nevada Avenue
Colorado Springs, CO, 80903
Phone: 719-633-0747
Email: dale@dale-e-payne.com
Peace, Richard J., CFP®
Advantage Capital Corporation
5555 Erindale Drive Suite 106
Colorado Springs, CO, 80918
Phone: 719-260-0111
Email: rjpeaceria@aol.com
http://www.richardjpeace.com
Pease, Robert C.
The Alliance Development Fund, Inc.
8595 Explorer Drive
Colorado Springs, CO, 80920
Phone: 719-268-2230
Email: Peaser@adf-inc.com
Petti, Vincent J., CFP®
1031 N. Weber St.
Colorado Springs, CO, 80903
Phone: 719-578-8855
Email: vjpetti@msn.com
Poole, James F., CFP®, CSA
Advantage Capital
119 W 8th St
Pueblo, CO, 81003-3021
Phone: 719-542-3313
Email: jpoole@rmi.net
Rainsberger, Ellis D.
CB&T Wealth Management
6385 Corporate Dr., Ste 201
Colorado Springs, CO, 80919
Phone: 719-328-1944
Email: bud.rainsberger@centralbancorp.com
Reid, Russell, CFP®
Linsco/Private Ledger
2153 Chuckwagon Road, Ste 10
Colorado Springs, CO, 80919
Phone: 719-592-9724
Email: russell-reid@lpl.com
Reischmann, Mark
4125 Hermitage Dr.
Colorado Springs, CO, 80906
Phone: 719-227-6521
Email: mrkr@capgroup.com
Rohlfing, Timothy B., CFP®
Ameriprise Financial Services Inc.
1710 Jet Stream Dr., Ste 205
Colorado Springs, CO, 80921
Phone: 719-599-7431
Email: timothy.b.rohlfing@ampf.com
Roth, Allan, CPA, CFP®
WEALTH LOGIC, LLC
2 N. Cascade Ave., Ste 1100
Colorado Springs, CO, 80903
Phone: 719.995.1001
Email: ar@daretobedull.com
http://DareToBeDull.com
Salardino, Michael G., CFP®
Smith Barney
10 Villa Dr
Pueblo, CO, 81001-1419
Phone: 719-545-6630
Email: salardino@aol.com
Schwartz, Theodore, CFP®
Capstone Investment
615 N. Nevada Ave.
Colorado Springs, CO, 80903
Phone: 719-477-9883
Email: ted@capstoneinvest.com
http://www.capstoneinvest.com
Scott, Christopher S., CFP®
C. Scott Financial, Inc.
5145 N. Academy Blvd., Suite 200
Colorado Springs, CO, 80918
Phone: 719-532-9960
Email: chris@cscottfinancial.com
Serra, Daniel
706 N. Royer St.
Colorado Springs, CO, 80903
Phone: 719-635-2643
Email: danserra@gmail.com
Sherman, Todd
Pacific West Securities, Inc.
10 Boulder Crescent Street Suite 300G
Colorado Springs, CO, 80903
Phone: 719-471-1088
Email: toddsher@concentric.net
Sigrist, William R, MBA
Capstone Investments
615 N. Nevada Ave.
Colorado Springs, CO, 80903
Phone: 719-477-9883
Email: wsigrist@att.net
http://www.capstoneinvest.com
Sprenger, Wayne E., CFP®
Wayne Sprenger Financial Planning
5145 N Academy Blvd., Suite 200
Colorado Springs, CO, 80918
Phone: 719-528-8307
Email: wayne@wsprengerfinancial.com
Strasbaugh, Susan, CFP®, EA
Strasbaugh Financial Advisory, Inc.
7710 N. Union Blvd., Suite 201
Colorado Springs, CO, 80920
Phone: 719-265-4600
Email: susan@strasbaughfinancial.com
Stroup, Loyd J., RFC, CRC, AAI
Stroup Financial Strategies, LLC
500 N Circle Dr, Suite 207
Colorado Springs, CO, 80909
Phone: 719-636-5166
Email: loyd@stroup-ins.com
Sullivan, Kevin P., CFP®
Sullivan & Associates
1229 Lake Plaza Dr
Colorado Springs, CO, 80906-7401
Phone: 719-576-4500
Email: kevin@sullivaninternet.com
Thompson, Robert D., CFP®
Royal Alliance Associates Inc.
5145 N Academy Blvd., Suite 200
Colorado Springs, CO, 80918
Phone: 719-532-9960
Email: robert@rdthompsoninc.com
http://www.rdthompsoninc.com
Torell, John P., CFP®
A. G. Edwards & Sons, Inc.
104 S. Cascade Ave., Ste 110
Colorado Springs, CO, 80903
Phone: 719-471-2550
Email: john.torell@agedwards.com
Tova, Denisa, CLU, ChFC, CFDP, CFP®
DaVinci Financial Planning, Inc.
130 E. Kiowa St #303
Colorado Springs, CO, 80903
Phone: 719-634-6944
Email: denisa@DavinciFP.com
http://www.DavinciFP.com
Twibell, David, JD
Colorado Capital Bank
2 South Cascade Avenue, Ste 150
Colorado Springs, CO, 80903
Phone: 719-482-7015
Email: dtwibell@coloradocapitalbank.com
Uehling, Fredric A
422 Dutton Dr.
Pagosa Springs, CO, 81147
Phone: 970.749.9393
Email: fredu@skywerx.com
Van Keulen, William D., CFP®, MBA
Carnick & Company, Inc.
1390 Stella Dr
Colorado Springs, CO, 80921
Phone: 719-579-8000
Email: bill@wealthadvisory.com
http://www.carnick.com
Wallace, Jeff
First Command Financial Planning
5375 Paradox Dr.
Colorado Springs, CO, 80923
Phone: 719-599-8861, x224
Email: jawallace@firstcommand.com
Waters, James R.
Waters Financial Services
1216 W. Colorado Ave., Ste 200
Colorado Springs, CO, 80904
Phone: 719-578-9094
Email: watfin@accadvisor.com
Waymire, Joshua, CFP®
Smith Barney
121 S. Tejon St., Ste 700
Colorado Springs, CO, 80903
Phone: 719-577-6317
Email: joshua.waymire@smithbarney
Waymire, John R, CFP®
Smith Barney
3045 Electra Drive
Colorado Springs, CO, 80906
Phone: 719.633.1793
Email: john.waymire@smithbarney.com
Weatherby, Stephen, CFP®
Strasbaugh Financial Advisory Inc.
7710 N. Union Blvd #201
Colorado Springs, CO, 80920
Phone: 719-265-4600
Email: parafa2@strasbaughfinancial.com
Wilcoxson, Martha Jeanne
Martha J Wilcoxson, RIA
1225 Court St
Pueblo, CO, 81003-2820
Phone: 719-545-6499
Email: wilcoxson1@qwest.net
Wineriter, Matthew W.
First Command Financial Planning
7163 Gorge Ct.
Colorado Springs, CO, 80922
Phone: 719-380-7422
Email: mwwinerite@firstcommand.com
Wood, Peter O.
3912 Templeton Gap Rd.
Colorado Springs, CO, 80907
Phone: 719-338-9091
Email: ogden@q.com
Worden, Jim, CFP®
The Wordway Planning Corporation
220 Arequa Ridge Dr.
Colorado Springs, CO, 80919
Phone: 719-264-8433
Email: jim3@simpleasxyz.com
Young, Jane, CFP®, MBA, CDP
Pinnacle Financial Concepts
7025 Tall Oak Drive #210
Colorado Springs, CO, 80919
Phone: 719-260-9800
Email: jane_y@msn.com