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Betty T

Series 63, Series 66

Montrose, CO

Cimarron Wealth Management, Inc.

Betty Tomlinson is a financial advisor with Cimarron Wealth Management, Inc. in Montrose, Colorado. She holds Series 63 and Series 66 licenses and has 28 years of industry experience. Tomlinson has been with Cimarron Wealth Management and its predecessor firms since 2014 and has previous experience at LPL Financial and Bancwest Investment Services. Cimarron Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and corporate retirement plans. The firm offers asset management, financial planning, and retirement plan consulting, emphasizing value-oriented, long-term investing with tailored portfolio strategies that address client objectives and risk tolerance.

Retirement income strategy Income planning
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Kevin S

Series 63, Series 66

Montrose, CO

Cimarron Wealth Management, Inc.

Kevin Sanderford is a financial advisor at Cimarron Wealth Management, Inc. in Montrose, Colorado, with 37 years of industry experience. He has been with Cimarron Wealth Management (formerly Colorado West Investments) since 2005 and previously worked at Strategic Wealth Advisors Group. Cimarron Wealth Management serves individual and institutional clients, including high-net-worth individuals, trusts, estates, and corporate retirement plans. The firm employs a value-oriented, long-term investment approach combined with strategic and tactical asset allocation, offering tailored portfolio management and financial planning services.

Retirement income strategy Income planning
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Brian D

Series 66

Montrose, CO

Cimarron Wealth Management, Inc.

Brian Dow is a financial advisor at Cimarron Wealth Management, Inc. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Gateway Wealth Partners, LPL Financial, and Adviser's Pride. Outside of his advisory role, he serves as the Planning and Zoning Commissioner for the City of Rifle and is a jail ministry leader with New Creation Church. He also holds a leadership position as Head of School at Liberty Classical Academy. Cimarron Wealth Management serves individual and institutional clients, including high-net-worth individuals, trusts, estates, and corporate retirement plans. The firm provides asset management, financial planning, and retirement plan consulting with a value-oriented, long-term investment approach tailored to clients’ objectives and risk tolerance.

Retirement income strategy Income planning
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Adlai M

Series 63, Series 65

Montrose, CO

Cimarron Wealth Management, Inc.

Adlai McMahon is a financial advisor at Cimarron Wealth Management, Inc. in Montrose, CO, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Paychex, Inc. and Paychex Securities Corporation. Outside of his advisory role, he volunteers as a DJ and music coordinator for KBUT Community Radio in Gunnison Valley. Cimarron Wealth Management serves individual and institutional clients, providing asset management, financial planning, and retirement plan consulting. The firm emphasizes value-oriented, long-term investing tailored to client objectives and risk tolerance, incorporating a range of analytical techniques and tax-efficient portfolio options.

Retirement income strategy Income planning
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Ashley D

Series 65

Montrose, CO

Cimarron Wealth Management, Inc.

Ashley Dejulio is a Series 65-licensed financial advisor at Cimarron Wealth Management, Inc. in Montrose, Colorado, with five years of industry experience. Prior to joining Cimarron Wealth Management, she worked at TK Mining Services, LLC. Outside of advising, she is the sole owner of Southmont Solutions CPA, LLC, where she manages accounting and tax preparation services. Cimarron Wealth Management serves individual and institutional clients, including high-net-worth individuals, trusts, estates, and corporate retirement plans. The firm employs a value-oriented, long-term investment approach combined with strategic and tactical asset allocation, offering both discretionary and non-discretionary portfolio management as well as financial and retirement plan consulting.

Retirement income strategy Income planning
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Kyle K

CFP®, Series 66

Montrose, CO

Cimarron Wealth Management, Inc.

Kyle Kyburz is a CFP® professional at Cimarron Wealth Management, Inc. with seven years of industry experience. He has been with Cimarron Wealth Management and its predecessor firms since 2019 and is also affiliated with LPL Financial. Cimarron Wealth Management serves individual and institutional clients, providing asset management, financial planning, and retirement plan consulting. The firm emphasizes value-oriented, long-term investing combined with strategic and tactical asset allocation and offers tailored portfolio solutions based on client objectives and risk tolerance.

Retirement income strategy Income planning
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Lincoln A

Series 65

Montrose, CO

Cimarron Wealth Management, Inc.

Lincoln Anderson is a financial advisor at Cimarron Wealth Management, Inc. with five years of industry experience. He holds a Series 65 designation and has been a licensed attorney since 1983, operating Lincoln W. Anderson, LLC, a legal practice based in Montrose, Colorado. Prior to joining Cimarron Wealth Management, he worked at Colorado West Investment, Inc. for one year. Cimarron Wealth Management serves a diverse client base that includes individuals, trusts, estates, and corporate retirement plans. The firm focuses on value-oriented, long-term investing and provides tailored portfolio management, financial planning, and retirement plan consulting services.

Retirement income strategy Income planning
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Michael M

CFP®, Series 66

Montrose, CO

Cimarron Wealth Management, Inc.

Michael Murphy is a CFP® with eight years of industry experience, currently serving at Cimarron Wealth Management, Inc. in Montrose, CO. He has held roles at LPL Financial and Strategic Wealth Advisors Group, LLC, and previously worked at Denver Seminary. Cimarron Wealth Management advises a diverse client base including individuals, trusts, estates, and corporate retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm emphasizes value-oriented, long-term investing through strategic asset allocation and model portfolios tailored to client objectives and risk tolerance.

Retirement income strategy Income planning
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Todd H

CFP®, Series 66

Montrose, CO

Cimarron Wealth Management, Inc.

Todd Heasty is a CFP® professional with five years of industry experience, currently serving as an advisor at Cimarron Wealth Management, Inc. Prior to joining Cimarron in 2022, he worked at Strategic Financial Management, Inc. and LPL Financial. He is also a small business owner of a Scooter's Coffee franchise and has a background with the Loveland Fire Rescue Authority. Cimarron Wealth Management advises a range of clients including individuals, trusts, estates, and corporate retirement plans, offering asset management, financial planning, and retirement consulting. The firm emphasizes value-oriented, long-term investing combined with strategic and tactical asset allocation, tailoring portfolios to client objectives and risk tolerance while utilizing tax-aware strategies when appropriate.

Retirement income strategy Income planning
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