Colorado Springs, CO Financial Center Two Office

Luke Smith is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His career includes multiple roles at T. Rowe Price as well as positions at Advised Assets Group, LLC and GWFS Equities, Inc. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines nondiscretionary financial planning and discretionary investment management primarily using T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households with portfolios managed at the household level and employs tax-aware rebalancing, asset-location strategies, and scenario-based financial planning tools.

Dalton Andrews is a CFP® with nine years of industry experience, currently advising at T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO. His prior experience includes roles at RBC Capital Markets, Charles Schwab & Co., and Oppenheimer Funds Distribution. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, using model portfolios invested solely in T. Rowe Price mutual funds and ETFs. The firm combines telephone access to advisors with online planning tools and employs strategies such as asset-location optimization and tax-aware rebalancing.

Stephanie Quine is a financial advisor with T. Rowe Price Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has 18 years of industry experience. Quine has worked with T. Rowe Price Investment Services, Inc. since 2011. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program for individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The firm primarily invests in proprietary T. Rowe Price mutual funds and ETFs using model allocations and employs tax-aware strategies and Monte Carlo simulation tools for financial plans and retirement income projections.

Robert Lathen is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, Colorado. He holds Series 63 and Series 66 licenses and has 24 years of industry experience, including 21 years with T. Rowe Price. T. Rowe Price Advisory Services, Inc. provides a retirement advisory program focused on individual investors and households, combining goals-based financial planning, retirement income planning, and discretionary investment management using T. Rowe Price mutual funds and ETFs. The firm uses portfolio strategies that include asset-location logic and tax-aware rebalancing, supported by an interactive online planning tool and annual financial plan reviews.

Mariano Tomaszewski is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 credentials and eight years of industry experience. He joined T. Rowe Price in 2018, following an 11-year tenure at Time Warner Cable. Outside of his advisory role, he operates an eBay commerce business through Rexgrand, LLC. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households, utilizing model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm employs a goals-based approach supported by an online planning tool and offers ongoing account management with annual reviews.

Matthias Faas is a financial advisor at T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds the Series 66 designation and has been in the industry since 2023, previously working at Weidner and Switchbacks FC. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service that combines goals-based financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households with a minimum asset requirement, utilizing model allocations and tax-aware strategies supported by an interactive online planning tool.

Ryan Reese is a CFP® professional with 30 years of experience in the financial industry. He has worked at T. Rowe Price Investment Services, Inc. since 2005, totaling over 21 years with the firm. Reese is based in Colorado Springs, CO, and holds the Series 66 designation. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management to individual investors and households, combining nondiscretionary goals-based planning with discretionary portfolio management primarily using proprietary T. Rowe Price mutual funds and ETFs. The firm employs tax-aware strategies and an interactive online tool to deliver financial plans and retirement income projections.

Micah Orr is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior work includes roles at USAA and UPS, as well as a brief entrepreneurial venture with Freedom Yurt Cabins. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households with a goals-based approach supported by online tools and telephone access to advisors.

Ever Rascon is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and with 12 years of experience at the firm. He is based in Colorado Springs, Colorado, and has a total of 10 years in the industry. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program that combines nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors with investable assets generally starting around $250,000 and utilizes model allocations, tax-aware rebalancing, and Monte Carlo simulations for planning and portfolio management.

Aaron Maclaren is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining T. Rowe Price in 2022, he held positions at Cintas and several hospitality businesses. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households, employing model portfolio allocations, tax-aware rebalancing, and an online planning tool.

Benjamin Lythgoe is a Certified Financial Planner® with 16 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. since 2010. He holds the Series 66 designation and is based in Colorado Springs, Colorado. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management for individual investors and households, using model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs. The firm combines nondiscretionary goals-based planning with discretionary account management, supported by an online planning tool and telephone access to advisors.

Andrew Adrian is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 66 and Series 63 licenses and has nine years of industry experience. He has worked with T. Rowe Price Investment Services, Inc. since 2016. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management. The program serves individual investors and households, implementing portfolios exclusively with T. Rowe Price mutual funds and ETFs using model allocations and tax-aware strategies.

Lisa Naugle is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has been with T. Rowe Price since 2017, following a brief tenure with the City of Colorado Springs in the same year. Outside of her advisory role, she is involved as a dance instructor and performer at Dance Wonderland and also operates a woodworking and landscaping business. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management to individual investors and households. Their approach combines goals-based planning, retirement income strategies, and discretionary portfolio management using proprietary mutual funds and ETFs.

Robin Feil is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds Series 63 and Series 65 credentials and has 25 years of industry experience, including more than two decades at T. Rowe Price Investment Services. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service for individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary T. Rowe Price mutual funds and ETFs. The firm employs model allocations with tax-aware rebalancing and uses Monte Carlo simulations for financial planning delivered through an interactive online platform.

John Palmen is a financial advisor at T. Rowe Price Advisory Services, Inc. with 10 years of industry experience. He holds a Series 66 designation and has been with the T. Rowe Price Group since 2004, totaling 22 years of service. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service to individual investors and households focused on retirement goals, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm employs model allocations, tax-aware rebalancing, and Monte Carlo simulations in its planning process.