Edwards, CO Office

Dudley Irwin II is a financial advisor with Berthel Fisher & Company Financial Services, Inc. He holds Series 63 and Series 66 licenses and has 39 years of industry experience. Irwin has worked at Berthel Fisher since 2006 and is also associated with BFC Planning, Inc. Outside of his advisory roles, he serves on the Eagle City School board overseeing city funds and is a member of the Niwot Rotary, a nonprofit service organization. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers tailored solutions through various platforms, including both discretionary and non-discretionary management, and employs a range of investment strategies suited to client needs.

Fraser Horn is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Berthel Fisher since 2005 and concurrently involved with BFC Planning, Inc. since 2016. Outside of advisory work, he serves as president of the Eagle Valley Family Assistance Fund, which provides loans to individuals who typically do not qualify for conventional lending, and he is also the treasurer of the Edwards Rotary Club. Berthel Fisher & Company Financial Services offers investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of platforms and tailored strategies.