Colorado Financial Service Corporation

William Gotses is a financial advisor with Colorado Financial Service Corporation, holding Series 63 and Series 65 licenses and having 36 years of industry experience. His prior experience includes roles at U.S. Bancorp Investments, Inc. and Silber Bennett Financial, Inc. Outside of financial advising, he manages a used car dealership and motorsports racing business in San Diego and serves as president of his local homeowners association. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios using mutual funds, ETFs, individual stocks, and bonds, with advisory services delivered on a discretionary or non-discretionary basis.

Ron Adelstein is a financial advisor with Colorado Financial Service Corporation, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with Colorado Financial Service Corporation since 2012. Outside of his advisory role, he is the owner of RGA Wealth Management Inc. and is involved part-time in an insurance-related business. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios using mutual funds, ETFs, stocks, and bonds, managing accounts on a discretionary or non-discretionary basis without relying on proprietary investment programs.

Christine Narayan is a financial advisor at Colorado Financial Service Corporation with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including White Peaks Asset Management and Apex Capital Management Ltd, where she is also the managing director and founder. Outside of investment advising, she works as an associate broker with a real estate license in Denver, Colorado. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios managed on a discretionary or non-discretionary basis, utilizing advisor and third-party research rather than proprietary programs.

Steven Shaiman is a financial advisor with Colorado Financial Service Corporation, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining Colorado Financial Service Corporation in 2018, he worked at Calton & Associates, Inc. for 13 years. Outside of his advisory role, Shaiman provides tax and accounting services as a CPA and holds a real estate license. Colorado Financial Service Corporation serves high-net-worth individuals, pension and profit-sharing plans, and other legal entities with financial planning, consulting, and portfolio management. The firm offers customized portfolios and a combination of advisory, brokerage, and insurance products.

Danielle Moskowitz is a financial advisor at Colorado Financial Service Corporation with eight years of industry experience. She holds Series 63 and Series 66 designations and has been with the firm since 2013. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm employs customized portfolios and a combination of advisor and third-party research, offering a range of advisory, brokerage, and insurance products through its team of 16 advisors.

David Traylor is a financial advisor with Colorado Financial Service Corporation, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Colorado Financial Service Corporation since 2015 and is also associated with Golden Eagle. Outside of finance, he is the CEO and founder of Traylor Aerodynamic Systems and serves as chairman of the Scientific Advisory Council for Athletes for Care. Additionally, he leads the Colorado Lacrosse Hall of Fame and volunteers for the University of Colorado Lacrosse Club. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily for high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm builds customized portfolios using a range of investment options and offers both discretionary and non-discretionary management, relying on advisor and third-party research rather than proprietary programs.

Rodney Stone is a CFP® with 40 years of industry experience, currently serving at Colorado Financial Service Corporation since 2010. He was previously with Going & Associates LLP for 35 years. Stone is president of Stone Accounting & Business Services, Inc., which provides accounting, tax preparation, payroll, and trustee services. He also serves as treasurer for the South Carolina Jaycee Foundation, a nonprofit supporting a summer camp for the mentally disabled, and as assistant treasurer for First Presbyterian Church of Greenwood, SC. Colorado Financial Service Corporation offers financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm builds customized portfolios using various investment vehicles and employs both discretionary and non-discretionary management approaches, relying on advisor and third-party research.

Chester Hebert is a financial advisor with Colorado Financial Service Corporation, holding a Series 63 designation and over 34 years of industry experience. He has worked with firms including Coughlin & Company and TCAdvisors Network Inc and has been with Colorado Financial Service Corporation since 2008. He also serves as president of The Compliance Department Inc., a compliance consulting firm, and is chairman of Colorado High-Country Educational Treks Inc., a nonprofit organization. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management services primarily for high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios using mutual funds, ETFs, stocks, and bonds, managing accounts on both discretionary and non-discretionary bases while utilizing advisor and third-party research.

Matthew Daugherty is a financial advisor with Colorado Financial Service Corporation in Centennial, CO. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to joining Colorado Financial Service Corporation in 2016, he worked at MDD Enterprises LLC. He is a managing partner at Skunk Works LLC, a consulting business focused on plant-based products. Colorado Financial Service Corporation serves high-net-worth individuals, pension and profit-sharing plans, and other legal entities, providing financial planning, consulting, and portfolio management. The firm offers customized portfolios using mutual funds, ETFs, stocks, and bonds, managing accounts on both discretionary and non-discretionary bases.

Adam Woodworth is a financial advisor at Colorado Financial Service Corporation with seven years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TIAA-CREF Individual and Institutional Services and Fidelity Brokerage Services. Colorado Financial Service Corporation serves high-net-worth individuals, pension and profit-sharing plans, and other legal entities, providing customized financial planning, consulting, and portfolio management. The firm offers both discretionary and non-discretionary account management, utilizing advisor and third-party research, and operates as both an investment adviser and a broker-dealer.

John Guilds is a financial advisor at Colorado Financial Service Corporation with 16 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Emerson Equity LLC, Finalis Securities LLC, and MUFG Securities Americas Inc., as well as operating his own law office focusing on real estate and estate planning. He is also active as a real estate agent with Guild Real Estate Group. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily for high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios using mutual funds, ETFs, stocks, and bonds, with both discretionary and non-discretionary account management options.

Thomas Thalman is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Colorado Financial Service Corporation and has prior experience at firms including Cambridge Investment Research and Federal Resource. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios managed on either a discretionary or non-discretionary basis, utilizing advisor and third-party research rather than proprietary programs.

Nick Hubbard is a financial advisor with Colorado Financial Service Corporation, holding a Series 66 designation and bringing 28 years of industry experience. He has worked at Colorado Financial Service Corporation since 2009 and also owns Hubbard Financial, where he manages fixed annuities and life insurance sales. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily to high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios using mutual funds, ETFs, individual stocks, and bonds, with options for discretionary or non-discretionary account management.

Robert Baker is a financial advisor with Colorado Financial Service Corporation, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Stirlingshire Investments and TradingBlock DBA MoneyBlock. Colorado Financial Service Corporation serves high-net-worth individuals, pension and profit-sharing plans, and other legal entities, offering financial planning, consulting, and portfolio management through customized portfolios that may include mutual funds, ETFs, individual stocks, and bonds. The firm operates as both an investment adviser and securities broker-dealer, also offering insurance products and municipal-advisor services.

John Cooley is a financial advisor with Colorado Financial Service Corporation, holding Series 63 and Series 66 credentials and over 33 years of industry experience. He has been with Colorado Financial Service Corporation since 2011 and is also president of Success Continuing Education, a role he has held since 2002. Additionally, he owns and operates consulting and personal real estate management businesses. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily for high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm customizes portfolios using mutual funds, ETFs, stocks, and bonds and offers both discretionary and non-discretionary account management, utilizing advisor and third-party research.