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Colorado Springs, CO Office

Team
Updated today

Client AUM

$886,798,254

Clients

2,275

Advisors

2

Of 12 advisors across 11 offices

Location

5475 Mark Dabling Blvd., Suite 320

Colorado Springs CO 80918

Advisors at this office

2

Advisors at this office

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George G

CFP®, Series 63, Series 65

Colorado Springs, CO

First Affirmative Financial Network LLC

George Gay is a CFP® professional with 26 years of experience, currently serving at First Affirmative Financial Network LLC since 1999. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he prepares a small number of tax and sales tax returns and provides bookkeeping services for two small businesses. First Affirmative Financial Network serves individuals, trusts, estates, nonprofit organizations, and retirement plans through a nationwide adviser network. The firm focuses on values-aligned and faith-based investing, integrating ESG analysis with traditional asset allocation and stewardship practices.

ESG / Sustainable investing Private / alternative investments
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Kimberly T

CFP®, Series 65

Colorado Springs, CO

First Affirmative Financial Network LLC

Kimberly Terry is a CFP® and holds a Series 65 license with 10 years of industry experience. She is currently with Transformative Wealth Management, LLC and previously worked at First Affirmative Financial Network and Archvest Wealth Advisors. Kimberly is based in Colorado Springs, CO. First Affirmative Financial Network serves individuals, trusts, estates, nonprofits, and retirement plans through a nationwide network of advisors. The firm focuses on values-aligned and faith-based investing, integrating ESG analysis with traditional asset allocation and offering proprietary and third-party model portfolios.

ESG / Sustainable investing Private / alternative investments
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