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Jo Ann H

CFP®, Series 63, Series 65

Lakewood, CO

Royal Fund Management, LLC

Jo Ann Holst is a financial advisor with Royal Fund Management, LLC, holding the CFP® designation and Series 63 and 65 licenses, and has 13 years of industry experience. She has operated Holst Financial, Inc. dba Fuel Financial, Inc. since 2010 and owns jHolst Designs, a glass and fiber arts and crafts business. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies supported by fundamental, technical, and cyclical analysis and offers specialized services including options writing and access to select non-traded REITs.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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Colette S

CFP®, Series 65

Lakewood, CO

Royal Fund Management, LLC

Colette Snyder is a CFP® with 12 years of experience in the financial services industry, currently serving as an advisor at Royal Fund Management, LLC. She has worked at Royal Fund Management since 2014 and is also the Marketing Director at Fuel Financial Inc., where she is involved in business development, marketing, seminars, and insurance sales. Royal Fund Management serves a diverse client base, including individual investors, corporations, and retirement plans, offering portfolio management, financial planning, and pension consulting. The firm employs a range of investment strategies tailored to client risk tolerance and manages portfolios using both in-house and third-party solutions.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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