Jeremy Torgerson is a financial advisor with nVest Advisors, LLC in Colorado Springs, CO, holding a Series 66 designation and 18 years of industry experience. He has worked at Sws Financial Services since 2011. nVest Advisors, LLC provides fiduciary investment management and financial planning services to individuals, families, trusts, small businesses, and employer-sponsored retirement plans. The firm uses a combination of fundamental analysis, quantitative modeling, and portfolio optimization to manage risk-based models, offering both discretionary and non-discretionary portfolio management as well as standalone planning services.

Joshua Torgerson is a financial advisor at nVest Advisors, LLC with two years of industry experience. He holds a Series 65 designation and serves as Lead Instructor and Examiner at DriveSafe Driving School. Prior to his advisory role, he worked in various positions including at TSA and Adams County 27-J Public Schools. nVest Advisors, LLC provides fiduciary investment management and financial planning to individuals, families, trusts, small businesses, and employer-sponsored retirement plans. The firm utilizes a combination of fundamental analysis, quantitative modeling, and portfolio optimization to manage risk-based investment models, serving both direct clients and other registered investment advisers.

Moises Rodriguez is a financial advisor at nVest Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Craig Nieschwietz & Associates. nVest Advisors, LLC provides fiduciary investment management and financial planning to individuals, families, trusts, small businesses, and employer-sponsored retirement plans. The firm employs a combination of fundamental analysis, quantitative modeling, and portfolio optimization to construct risk-based investment models that are reviewed and rebalanced quarterly using both automated tools and human oversight.