Vital Investment Management LLC

Alonzo Tredwell is a financial advisor at Vital Investment Management LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at PIMCO Investments LLC and Pacific Investment Management Company LLC. Outside of his advisory role, he is involved in consulting through Red Door 80. Vital Investment Management provides discretionary and non-discretionary asset management and financial planning services to individuals, pension plans, corporations, and charitable organizations. The firm employs a value-oriented, long-only investment strategy primarily using diversified ETFs and mutual funds, complemented by tactical asset-allocation models, and offers educational seminars and pension consulting services.

Cindy Bragdon is a CFP® professional with over 18 years of industry experience. She currently works at Vital Investment Management LLC and previously spent 17 years at First Western Trust/First Western Financial. She is the sole member of Lighthouse Planning, LLC, providing financial, estate, business succession, and retirement planning services. Vital Investment Management LLC offers discretionary and non-discretionary asset management and financial planning for individuals, pension plans, corporations, and charitable organizations. The firm employs a primarily value-oriented, long-only investment strategy using diversified ETFs and mutual funds, supplemented by tactical asset-allocation models, and incorporates educational seminars and pension consulting as part of its services.

David Eads is a CFP® and Series 65-licensed advisor with 13 years of industry experience. He is currently a member of Vital Investment Management LLC, where he has worked since 2019, and previously worked at Colorado Financial Management LLC from 2012 to 2019. Outside of advisory work, he is co-owner of Something Canadian, LLC, a mobile home sales business, and a partner in Estate Navigation Services, LLC, which assists clients with legal documents and asset distribution. Vital Investment Management LLC provides discretionary and non-discretionary asset management and financial planning to individuals, pension plans, corporations, and charitable organizations. The firm employs a primarily value-oriented, long-only investment strategy using diversified ETFs and mutual funds, supplemented by tactical asset allocation models, and offers educational seminars and pension consulting services.

Dillon Goodman is a financial advisor at Vital Investment Management LLC with four years of industry experience and holds a Series 65 designation. He has worked at Vital Investment Management since 2021 and is also employed part-time at Stephanie Packham CPA LLC, providing bookkeeping services for veterinary hospitals. Prior to these roles, he spent time at Deloitte and Touche LLC and Idaho State University. Vital Investment Management offers discretionary and non-discretionary asset management and financial planning services to individuals, pension plans, corporations, and charitable organizations. The firm follows a primarily value-oriented, long-only investment strategy, uses third-party tools for tax and scenario analysis, and provides educational seminars and pension consulting services uncommon among similar firms.

Brian Nienhaus is a financial advisor at Vital Investment Management LLC in Loveland, CO, holding a Series 65 designation with five years of industry experience. Prior to joining Vital Investment Management, he worked at Independent Bank for six years. Vital Investment Management LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, pension plans, corporations, and charitable organizations. The firm employs a primarily value-oriented, long-only investment strategy using diversified ETFs and mutual funds, supplemented by tactical asset-allocation models, and offers educational seminars and pension consulting services.