About Us

Meet Our Team

Michael Zahler, RICP

Senior Vice President - Investment Officer

  • Senior Vice President - Investment Officer
  • Retirement Income Certified Professional® (RICP®)
  • Insurance licenses (life, long-term care, fixed and variable annuity)
  • CO Insurance License No: RPI00094659.
  • CA Insurance License 0D07037; Resident State CO (Michael Gene Zahler)
  • Securities Registrations (series 3, 4, 7, 9, 10, 24, 63, and 65)
  • Bachelor's degree in Geology, Western Washington University
  • Over 30 years of experience as a financial advisor

To learn more about the Five Star Wealth Manager award, please visit www.fivestarprofessional.com


Caroline Hanzlik, CFP

Financial Advisor


Patty DeLucas, CFP

Associate Vice President - Investment Officer


Derek Krebsbach

Registered Client Associate


Cynthia Zahler

Client Associate



The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. 2,146 Denver area wealth managers were considered for the award; 262 (12% of candidates) were named 2019 Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.

 • 2018 – 2,255 wealth managers were considered for the award; 267 (11% of candidates) were named Five Star Wealth Managers.

 • 2017 – 1,716 Denver wealth managers were considered for the award; 287 (17% of candidates) were named Five Star Wealth Managers.

• 2016 – 1,552 Denver wealth managers were considered for the award; 515 (33% of candidates) were named Five Star Wealth Managers.

• 2015 – 3,008 Denver] wealth managers were considered for the award; 517 (17% of candidates) were named Five Star Wealth Managers.

• 2014 – 4,385 Denver wealth managers were considered for the award; 528 (12% of candidates) were named Five Star Wealth Managers.

• 2013 – 2,083 Denver wealth managers were considered for the award; 607 (29% of candidates) were named Five Star Wealth Managers.

• 2012 – 1,965 Denver wealth managers were considered for the award; 611 (31% of candidates) were named Five Star Wealth Managers.


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