Loveland, CO S Taft Ave Office

Katherine Pague is a financial advisor with Primerica Advisors in Loveland, CO, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked with Primerica Advisors since 2015 and previously held a position with Boulder County Housing and Human Resources. Outside of advising, she is also an author. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with approximately 3,948 advisors and $15.5 billion in assets under management.

Katherine Miller is a financial advisor with Primerica Advisors in Loveland, CO, holding Series 63 and Series 65 designations and two years of industry experience. She has been with Primerica Advisors since 2023 and Primerica Financial Services since 2022. Outside of advising, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as a wrap-fee solution. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation, focusing on a percentage-based, tiered wrap fee structure.

Emma Hanson is a financial advisor at Primerica Advisors with a Series 65 designation and one year of industry experience. Prior to her current role, she was involved in several entrepreneurial ventures including Hanson Coffee and Owl Canyon Coffee. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm provides advisory services through a large network of advisors and uses model-delivery strategies managed by unaffiliated asset managers.

Jeffery Mere is a financial advisor with Primerica Advisors in Loveland, Colorado, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with PFS Investments Inc. since 2003 and Primerica Financial Services since 2002. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan administration.

Ryan Smith is a financial advisor with Primerica Advisors in Loveland, Colorado, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at PRUCO Securities, Raymond James Financial Services, Thrivent Financial, and Bank of Colorado. Outside of advising, he is a licensed real estate agent with Re/Max Alliance Realty. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and limited separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Matthew Lenhart is a financial advisor with Primerica Advisors in Loveland, Colorado. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his advisory role, he worked at Connect for Health Colorado and spent over a decade at Vertiv. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure.

Phillip Hansen is a financial advisor with Primerica Advisors in Loveland, CO, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been associated with PFS Investments, Inc. and Primerica Financial Services since 2007. Outside of his advisory role, Hansen was the owner of Phil Hansen Studio LLC from 2007 to 2024. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Andrea Deepe is a Series 65 licensed financial advisor with Primerica Advisors, based in Loveland, CO, and has seven years of industry experience. She has worked with Primerica Financial Services and PFS Investments Inc. since 2016 and has held roles outside the financial sector at Trufit Athletic Club, BJ's Brewhouse & Restaurant, and Gold's Gym Loveland. In addition to her advisory work, she receives compensation for the sale of loan products and part-time referrals of home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while operating under a tiered wrap-fee structure.

Samantha Rogers is a financial advisor with Primerica Advisors in Loveland, CO, holding Series 63 and Series 65 licenses and having one year of industry experience. She has worked at Primerica Financial Services since 2020 and previously held positions at Crocs Inc and Insight Global/Intellisource. Outside of advising, she is involved in sales related to home security and automation products through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, catering to individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and provides a wrap-fee solution with a tiered percentage-based fee structure.

Michael Schwan is a financial advisor with Primerica Advisors in Loveland, Colorado, holding Series 63 and Series 65 licenses and having five years of industry experience. He has worked at Primerica Advisors since 2020 and previously served with Weld County Government for 13 years. Outside of advisory services, he is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.