With over 25 years in wealth management, Michael is a fiduciary–holding Series 65 and insurance licenses–serving business owners, families and individuals.

Michael earned a B.S. in Business Administration with a minor in Economics in 1992 from the University of Redlands, where he also competed in football and track. After pursuing track through the 1996 U.S. Olympic Trials, he gave back by coaching youth sports for over 17 years and enjoys life with his wife Tamalynn and their three children.

Joseph Clark

New Business Specialist

Joseph Clark has been providing assistance to retired, pre-retired clients and also independent advisors throughout the country for 23 years. He is an experienced teacher, published author and financial educator. He has extensive knowledge in the areas of preservation and distribution of wealth, retirement planning strategies, reduction of financial risk, lowering of taxes and protecting assets.

Joseph has earned his CFeD® certification with the Heartland Institute of Financial Education.

Joseph teaches health care planning and Income planning for retirees and pre-retirees. This experience has allowed him to become a successful advisor while assisting his clients in enhancing their peace of mind.

Joseph and his wife, Kimberly reside in Littleton, Colorado. They are the proud parents of three children: Haily, Kaira and Ivaiah, Grandson Makaio

James Jurica

CFP® CLU® CHFC® RICP®

James has worked in the financial services industry his entire professional career starting right out of college. He has a passion for working with clients and helping them achieve their long term financial goals. His main area of focus is on the investment management side of financial planning. James has a focus on risk management and wants to ensure that during the investment process, the focus stays on reducing risk and volatility in clients portfolios while still achieving the returns needed to accomplish the objective of the client. James has achieved the Certified Financial Planner CFP®, less than 10% of all financial advisors are CFP® and this advanced training and education allows James to provide the highest quality service and value to clients. He has also achieved the Chartered Financial Consultant CHFC®, Chartered Life Underwriter CLU®, and Retirement Income Certified Professional RICP®. These designations have given James more training and insight on a wide variety financial planning areas. James is married to his wonderful wife Abbey and they have a 1 year old son together and enjoy spending time at the lake together.