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Achieve Your Purpose

Welcome, I’m Jennifer K. Hicks, a Certified Financial Planner in Colorado Springs, Colorado. With over 2 decades of experience and clients in over 20 states, my team and I understand that your investing goals are as unique as you are.

No two investors are exactly alike.  That is why we offer a wide selection of investment and risk management services including retirement planning, military retirement/benefit coordination, professional money management, income distribution plans, and insurance products. 

The landscape of financial products and services is vast and ever-expanding. We can help you navigate that landscape by coordinating all of your investment needs.

We want to help you Achieve Your Purpose!

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
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What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
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Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.
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Estimating Your Estate Taxes

Estate tax laws have changed a few times in recent years. Do you know the new rules?
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Who We Are

Jennifer K. Hicks

Owner, CFP®, CWS®, AIF®



Jennifer is a Certified Financial Planner™ and a Certified Wealth Strategist®(CWS) with a Masters of Accountancy. She is currently an Investment Adviser Representative and a Registered Representative of Cetera Advisors, LLC.

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Geoffrey Lemoine

Registered Administrative Assistant



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Geoff was born and raised in Massachusetts. He attended the University of Miami for a year to study Engineering before transferring to the University of Massachusetts to earn a BBA in Marketing. Upon graduation, he drove cross country...

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Colby Cypriano

Compliance Director


As the Compliance Director and OSJ Delegate for Horizon Financial Group, Colby handles all supervision duties on behalf of Horizon Financial Group, interacting with Advisors and their staff as well as conferring and consulting with...

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Bethany Essendrop

Marketing Coordinator, Registered Administrative Assistant



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Bethany is a Registered Administrative Representative. She holds the Series 6 and 63 FINRA registrations. She graduated from Colorado State University- Pueblo in 2006 with a Bachelor of Science in mass communications and an emphasis in...

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Jeff Bridge

Regional Consultant for AssetMark Investment Services

Jeff provides business development support and practice management and investment consulting experience to financial advisors operating in Colorado and the Rocky Mountain region. Jeff has been with AssetMark for more than 15 years. He...

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Stan Smiley

Senior Vice President, Advanced Planning Group

As senior vice president of the Advanced Planning Group, Stan Smiley is responsible for the development and implementation of advanced planning strategies for Cetera Financial Group, a leading network of independent broker-dealer firms...

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Juliet Hendrickson

Senior Attorney, Advanced Planning Group

Juliet A. Hendrickson is a senior attorney in the Advanced Planning Group for Cetera Financial Group, a leading network of independent broker-dealer firms. The platform is the second largest independent financial advisor network in the...

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