Vicki Biegler is a financial advisor at Sustainable Wealth Strategies, LLC in Colorado Springs, CO, with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Rocky Mountain Financial Services since 2008. Biegler is also licensed to sell annuities, life, disability, health insurance, and long-term care, dedicating about 20% of her time to these activities. Sustainable Wealth Strategies provides financial planning and portfolio management primarily for individual and high-net-worth clients, focusing on diversified, low-cost index funds and ETFs with options for ESG customization and tax-aware adjustments. The firm refers clients to third-party portfolio managers for implementation and manages most accounts on a non-discretionary basis.

Gerald Biegler is a financial advisor with Sustainable Wealth Strategies, LLC in Colorado Springs, CO. He holds the ChFC® designation and Series 63 and 65 licenses, with 21 years of industry experience. Prior to joining Sustainable Wealth Strategies in 2017, he worked at Rocky Mountain Financial Services since 1985. In addition to his advisory role, he spends a significant portion of his time as an independent insurance agent. Sustainable Wealth Strategies provides financial planning and portfolio management primarily for individual and high-net-worth clients. The firm employs a largely passive investment approach, utilizing diversified portfolios of low-cost index funds and ETFs, and offers customized direct-indexing options with ESG and tax-aware features.