Excel Financial, LLC

John Loquai is a financial advisor at Excel Financial, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Excel Financial since 2010. Excel Financial, LLC serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, providing discretionary and non-discretionary asset management, financial planning, and consulting. The firm manages approximately $333 million in assets and offers tailored investment programs guided by documented Investment Policy Statements.

Brent Urbach is a financial advisor at Excel Financial, LLC with 10 years of industry experience. He holds a Series 65 credential and has worked with firms including Ascension Bay Investments, LLC and River City Assets. Outside of financial advising, he is involved in entrepreneurial ventures such as River City Car Wash. Excel Financial, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary and non-discretionary asset management along with financial planning and consulting. The firm manages approximately $333 million in assets and employs a range of investment strategies tailored through documented Investment Policy Statements.

James Loquai is a CFP® with 18 years of industry experience, currently serving at Excel Financial, LLC since 2008. He has prior experience at Deep Geo, Inc. and has operated as a sole proprietor since 2006. Outside of investment advising, he is also licensed as an insurance agent, dedicating a small portion of his time to insurance sales. Excel Financial, LLC provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm manages approximately $333 million in assets and offers discretionary and non-discretionary asset management, financial planning, and consulting with an investment approach tailored through documented Investment Policy Statements.

James Long is a financial advisor at Excel Financial, LLC with 16 years of industry experience. He holds a Series 65 designation and has been with Excel Financial and Moran & Long, LLC since 2009. Outside of financial advising, he is a partner at Moran and Long, a CPA firm based in Greenwood Village, Colorado. Excel Financial, LLC serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, providing discretionary and non-discretionary asset management along with financial planning and consulting. The firm manages approximately $333 million in assets and employs tailored investment programs that combine fundamental, technical, and cyclical analysis.

John Moran is a financial advisor with Excel Financial, LLC in Littleton, CO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has operated Moran and Long Investments, LLC since 2010 and is a partner at Moran and Long, LLC, a CPA tax services firm, since 2009. Moran serves as a director and officer of the Greenway Foundation, a nonprofit organization. Excel Financial, LLC advises individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering both discretionary and non-discretionary asset management along with financial planning and consulting. The firm manages approximately $333 million in assets and employs tailored investment programs guided by documented Investment Policy Statements.

Michael Spangler is a financial advisor at Excel Financial, LLC in Red Wing, MN, holding a Series 65 designation with four years of industry experience. Prior to joining Excel Financial, he worked at Optum from 2016 to 2021. Excel Financial, LLC serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses by providing discretionary and non-discretionary asset management as well as financial planning and consulting. The firm employs investment strategies based on documented Investment Policy Statements and conducts quarterly account reviews.