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Chase S
Series 66
Wray, CO
Raymond James Financial
Chase Shellberg is a financial advisor with Raymond James Financial, holding a Series 66 credential and four years of industry experience. He has been associated with Raymond James and Bank of Colorado since 2015. Shellberg serves as a finance committee subcommittee member for a nonprofit organization. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and public entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis and firm research, and emphasizes advisory and implementation support through various account structures.
Thomas G
ChFC®, Series 65
Wray, CO
LPL Financial
Thomas Groves is a ChFC® credentialed financial advisor with LPL Financial, bringing one year of industry experience. Prior to joining LPL Financial, he served in the U.S. Navy for ten years and worked at Your Financial Pharmacist Planning, LLC. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of financial planning and investment management solutions supported by an in-house research team.
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