Top general tax planning financial advisors in Durango, CO

Shaun Connolly is a financial advisor with Iron River Capital LLC in Durango, CO, holding a Series 66 designation and 16 years of industry experience. He has previously worked at Regulus Advisors, LLC and has been involved with Connolly Financial LLC since 2009. Outside of advising, he hosts a radio show and serves as an independent licensed insurance producer. Iron River Capital serves individual and high-net-worth clients, trusts, and retirement plans with discretionary, long-term portfolio management and financial planning. The firm combines third-party manager selection and held-away asset management with regular client communications.

Jeffrey Speicher is a financial advisor at Prospera Financial Services, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Prospera in 2019. He serves on the board of Durango BMX in Durango, Colorado. Prospera Financial Services, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors and offers a range of investment advisory and financial planning services using multiple delivery platforms and customizable portfolio management options.

Carole Rominger is a financial advisor at Prasad Wealth Partners with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Arbor Point Advisors and Osaic Advisory Services. Prasad Wealth Partners provides personalized financial planning and investment management services to individuals, families, family offices, trusts, private foundations, qualified retirement plans, and institutional plan sponsors. The firm primarily uses fundamental analysis with a long-term orientation and employs a range of investment vehicles including mutual funds, ETFs, equities, corporate bonds, and alternative products.

Kenneth Duncan is a CFP® professional with 17 years of industry experience. He has been with Western Wealth Management LLC since 2016 and also has a tenure at LPL Financial dating back to 2014. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates a decentralized network of investment adviser representatives, combining firm-designed models with access to multiple third-party programs and a broad range of strategies.

Michael Tyler is a CFP® with 19 years of industry experience, currently serving as the sole advisor at Family Financial Solutions Group, LLC since 2014. He is also the owner of McCannon, Tyler & Associates, LLC, where he has worked since 2011. Family Financial Solutions Group provides fee-based, custom investment advisory services primarily to high net worth individuals, trusts, estates, charitable organizations, and business entities. The firm manages client portfolios on a non-discretionary basis, employing a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Terry Thomason is the sole advisor at Replica Wealth Advisors Inc in Colorado Springs, CO, holding a Series 65 designation with 12 years of industry experience. Prior to founding Replica Wealth Advisors in 2019, he worked at Gradient Advisors, LLC and Mountain Range Financial Advisors from 2014 to 2019. He also operates an affiliated insurance practice, Mountain Range Insurance Advisors, offering life insurance, Medicare, long-term care, and annuity products. Replica Wealth Advisors is an independent, single-advisor firm that provides financial planning and consulting services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes asset allocations and monitors third-party managers who execute trades, while also offering written financial plans and educational workshops.

Deon Blaney is a financial advisor at Private Wealth Management LLC in Las Vegas, NV, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Private Wealth Management LLC since 2005. In addition to his advisory role, he is a self-employed life insurance agent. Private Wealth Management LLC provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, focusing on a small client base with approximately $123 million in assets under management. The firm employs fundamental analysis and tailored portfolios, including stocks, bonds, mutual funds, and ETFs, using a combination of long-term, short-term, and active trading strategies.