Our team combines decades of experience with a genuine commitment to helping clients navigate their financial lives with confidence. Backed by Kari Boxleitner, Financial Advisor, with 28 years of experience; Christa Bouchard, Financial Consultant, with 8 years of experience; Kylie Pickenbrock, Financial Consultant, who brings a strong and diverse 10-year financial services background; and Tina Stucky, Client Associate, with 20 years of experience, we provide thoughtful, well-rounded financial guidance tailored to each client's needs. Proudly rooted in Loveland, Colorado, our team has served clients since 1980, building enduring relationships and delivering trusted guidance through changing markets, life events, and financial landscapes.

Kari Boxleitner, CFP, CIMA
Managing Director - Investments
Financial Advisor



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