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.
Client Service Coordinator
Sadie is a Colorado native and has returned after being gone for almost 30 years to be near family and to enjoy the beautiful Colorado outdoors. She has a BA in Psychology from CU Boulder and 23 years experience as a client service...
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...
Operations and Marketing Coordinator, Registered Administrative Assistant
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...
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...
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...