Erik Utzinger is a financial advisor at GrowStrong Wealth Strategies with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Transamerica Financial Advisors and Academy Bank. Outside of advising, he operates an independent insurance agency and is a member of Shift Holdings, LLC. GrowStrong Wealth Strategies serves individuals, trusts, and small businesses by offering discretionary asset management, financial planning, and retirement-plan advisory services. The firm builds investment programs tailored to clients’ goals, time horizons, and risk tolerance, frequently utilizing third-party managers and providing planning support through external vendors.

Gina Waite is a financial advisor at GrowStrong Wealth Strategies in Fort Collins, CO, with 21 years of industry experience. She holds a Series 65 credential and has worked at several firms including Transamerica Financial Advisors and Purshe Kaplan Sterling Investments. Outside of advisory work, she serves as president of Equinox Financial, a pass-through entity managing office and administrative expenses. GrowStrong Wealth Strategies serves individuals, high-net-worth clients, trusts, and small businesses by offering discretionary asset management, financial planning, and qualified retirement plan services. The firm uses a variety of analysis methods and strategies tailored to client goals, and it works with third-party managers while also providing insurance products and estate planning services.

Clayton Olson is a financial advisor at GrowStrong Wealth Strategies with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Global View Capital Management, Purshe Kaplan Sterling Investments, Sage Benefit Advisors, and Transamerica Financial Advisors. Olson also serves as president of New Horizon Financial, Inc., a role involving management of office expenses. GrowStrong Wealth Strategies serves individuals, high-net-worth clients, trusts, and small businesses by providing discretionary asset management, financial planning, and qualified retirement plan services. The firm employs a range of analytical methods and strategies tailored to client goals and monitors third-party managers when used.