Find a Financial Advisor

Find a Financial Advisor

  1. Joe Kusar

    Financial Advisor

    Office: 970-385-5344
    Email: joseph.kusar@raymondjames.com
    Address: 1199 Main Avenue
    Durango, CO 81301

    NMLS:

    People and problem-solving, are what Joe enjoys. With over 20 years of finance and banking experience, he has come to realize that the best thing you can do for someone is help them – no matter the need. So, while he enjoys helping create capital and investment strategies for individual and business clients, what he really enjoys is being a resource for his clients, prospects and network.

    Prior to joining Raymond James, Joe served as a Senior Vice President at Bank of Colorado, Senior Vice President of Middle Market Banking at RBC Bank, Vice President of Commercial Banking and Private Banking at Sun Trust Bank. In his Private Banking role, he worked closely with the Trust and Securities departments providing business owners, professional service firms and high wealth professionals with financial planning and capital advice. In all, Joe brings 20 years of comprehensive and diverse experience providing financial solutions.

    Joe earned a Business Administration degree from Western State College of Colorado and a Master of Business Administration from Georgia State University. He moved to Durango in 2009 when his wife joined the Fort Lewis College, School of Business, faculty as a professor of strategic management. Joe and his wife, Mika, are proud parents of twin 13-year-old boys. In their free time they enjoy alpine skiing, hiking and biking in the surrounding San Juan mountains.

    Joe has been active in numerous community organizations throughout his career. Here in Durango, Colorado he has held board leadership positions with the United Way of Southwest Colorado, the Durango Arts Center, the Durango 9-R School Board and is a founding member and former President of the Arc of Southwest Colorado.

     

    Check the background of this firm on FINRA's BrokerCheck.

    Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Bank of Colorado and Bank of Colorado Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

    This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James Privacy Policy .  OSJ 970-686-8482

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  2. Christopher Cox

    Financial Advisor

    Office: 970-249-9392
    Email: christopher.cox@raymondjames.com
    Address: 200 N Townsend Avenue
    Montrose, CO 81401

    NMLS:

    Christopher Cox provides comprehensive wealth management services to individuals, families, and business owners. He utilizes a holistic approach in helping clients build a financial plan based on their individual needs with a focus on helping to create wealth that can be transferred to the next generation. He manages both risks and returns and educates investors to focus on what is in their control rather than being distracted by market events.

    Chris believes in building lifelong relationships with his clients by providing a process that starts with understanding their current financial situation, identifying opportunities, implementing an investment strategy suitable for his clients, and monitoring the strategy on a consistent basis.

    Chris was raised in Western Colorado. He graduated from Eckerd College in St. Petersburg, FL with a degree in Political Science. He has worked in Finance and Banking for 20 years and has a broad depth of experience in providing investment management and lending solutions to his clients. He worked for several years as a high net worth family office portfolio manager in New York City prior to moving back to Colorado in 2008. He served as a Peace Corps Volunteer in Thailand prior to starting his career in finance. Chris and his wife Holly live in Montrose, CO. Chris is an avid outdoorsman and enjoys skiing, cycling, and spending time with his family.

    Christopher is actively involved in his community. Chris serves as a Board Member of the Montrose Hope West Planned Giving Council as part of Hospice & Palliative Care of Western Colorado.

     

    Check the background of this firm on FINRA's BrokerCheck.

    Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Bank of Colorado and Bank of Colorado Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

    This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James Privacy Policy .  OSJ 970-686-8482

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  3. Weston Hager, CFP®

    Financial Advisor

    Office: 970-454.2964
    Email: Weston.hager@raymondjames.com
    Address: 55 S Elm Avenue
    Eaton, CO 80615

    NMLS:

    Weston Hager grew up in Eaton and is a graduate of the University of Northern Colorado. While at UNC, he pursued a Business Administration degree with an emphasis in Finance. He currently resides in Eaton with his wife, Hannah, and is happy to be back in the community he grew up in. He is a member of the Sertoma Club and the Eaton Area Chamber of Commerce. He serves as Co-chair for the Eaton Hometown Revitalization Committee and volunteers with the Weld Food Bank, Greeley Stampede, Eaton Days, and etc. around the Northern Colorado area. Outside of work, Weston enjoys spending time with family, friends and staying active in his church. He is also a devoted sports fan and enjoys other outdoor activities including running, basketball, softball, golf, hunting and etc.

    Weston is a CERTIFIED FINANCIAL PLANNER™ professional that helps individuals and businesses attain financial success through a detailed financial planning process. He aims to develop lasting relationships while working alongside clients in achieving their goals. He focuses on each client exclusively and designs strategies to fit the client's specific needs. The partnership gives clients clarity and confidence as they go through life’s many stages.

    Weston’s investment approach places emphasis on understanding the client's situation, identifying and selecting goals, and evaluating the client’s current course of action while looking at potential alternatives. After analyzing the client’s situation, he develops financial planning recommendations which lead to implementing a suitable strategy that is continually monitored.

     

    Check the background of this firm on FINRA's BrokerCheck.

    Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Bank of Colorado and Bank of Colorado Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

    This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James Privacy Policy .  OSJ 970-686-8482

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  4. Menan Bergman

    Financial Advisor

    Office: 970-350-4463
    Email: menan.bergman@raymondjames.com
    Address: 3459 W 20th Street
    Greeley, CO 80634

    NMLS:

    Menan, or Berg as his friends often call him, makes great use of his strong communication and listening skills to understand the needs and goals of each client and build a financial plan to help them address the important objectives and milestones in their lives. His relatable and easy-going nature allows individuals at any financial level to feel comfortable talking about such sensitive topics as money and retirement.

    Before joining the Bank of Colorado Investment Services team and Raymond James Financial Services, Inc in July 2015, Menan served the Greeley community for more than 20 years in a variety of customer-related roles. He has a great appreciation for the people he has served and the enduring relationships he has established along the way.

    Menan serves as a board member of many prominent organizations, including the Partners Mentoring Youth, and The American Cancer Society’s Cattle Baron’s Ball.

    He earned a bachelor’s degree in kinesiology with an emphasis in physical education from the University of Northern Colorado, and an associate’s degree from AIMS Community College.

    Originally from Wild Horse, Colorado, Menan lives in Greeley with his wife, Dianna. In his free time, he enjoys golf, travel, UNC Bears athletics, the Denver Broncos and Colorado’s many outdoor activities.

     

    Check the background of this firm on FINRA's BrokerCheck.

    Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Bank of Colorado and Bank of Colorado Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

    This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James Privacy Policy .  OSJ 970-686-8482

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  5. Evan Carabello

    Financial Advisor

    Office: 303-716-2384
    Email: evan.carabello@raymondjames.com
    Address: 275 Union Blvd.
    Lakewood, CO 80228

    NMLS:

    Evan Carabello has been serving the financial needs of professionals, business owners and their families for more than seven years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation.

    As your financial advisor, Evan takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Evan works closely with you to develop a customized financial plan designed to help meet your long-term financial objectives.

    Raymond James’ extensive resources include professionals who specialize in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Evan works diligently to help you develop both your personal financial plan and a detailed investment strategy. Evan’s planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and helping reach your long-term financial goals.

    Originally from Old Lyme CT, Evan graduated from Western New England University with a Bachelor of Science in Business Administration majoring in Finance. Prior to joining Raymond James in 2019, Evan worked for Edward Jones for five years. Away from the office, Evan enjoys traveling, cooking, snowboarding, golfing and spending time with family and friends.

     

    Check the background of this firm on FINRA's BrokerCheck.

    Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Bank of Colorado and Bank of Colorado Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

    This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James Privacy Policy .  OSJ 970-686-8482

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  6. Mickey Speck

    Financial Advisor

    Office: 970-679-7459
    Email: mickey.speck@raymondjames.com
    Address: 4848 Thompson Parkway
    Johnstown, CO 80534

    NMLS:

    Mickey Speck (Mick) is a financial advisor that works with his clients to build a plan that gives them the confidence to get to and through their retirement.

    Mick is a people person that will listen to his clients needs and wants and help build a financial plan that will give them confidence to achieve their goals. Mick helps explain every aspect of the financial planning process and only moves forward when his clients understand everything about their plan. He understands the difficulties of todays busy lives and helps put his clients minds at ease about their retirement.

    Mick has been helping his clients achieve their goals for more than 6 years. Mick was born in Iowa and grew up in Montana where he learned his love for the outdoors and athletics. Mick earned is BA from the University of California at Berkeley where he was a standout baseball player. He moved to Northern Colorado in 1989 where he lives in Windsor with his wife Anna. They have four adult children, two daughters, Molly and Sydney and two sons, Ryan and Sam. Mick and Anna love to hike and ride bikes and Mick gets his competitive spirit out on the golf course.

    Mick prides himself on his reputation and integrity and looks forward to helping you achieve your retirement dreams.

     

    Check the background of this firm on FINRA's BrokerCheck.

    Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Bank of Colorado and Bank of Colorado Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

    This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James Privacy Policy .  OSJ 970-686-8482

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  7. Cara Chafetz

    Financial Advisor

    Office: 719-304-5133
    Email: cara.chafetz@raymondjames.com
    Address: 421 N Tejon Street
    Colorado Springs, CO 80903

    NMLS:

    Cara is a Financial Advisor who strives to develop long-term financial advisory relationships with each client. She works with individuals, families, and small business owners to create wealth management solutions that are unique to their situations. She spends the time consulting with each client to gain a complete understanding of their values, risk tolerance and goals to help develop their comprehensive financial plan.

    Cara believes in building lifelong relationships with her clients and enjoys helping them address the important milestones in their lives. Whether the milestones are birth of a child, saving for education, establishing, or selling a business, maintaining a lifestyle in retirement or death of a loved one; an individualized investment strategy will be developed.

    Through Raymond James, Cara is able to provide a wide array of investment services for individuals and businesses, including investment strategies, retirement planning, estate planning services college planning, life insurance, recommendations for families of children with disabilities, long term care insurance, and investment portfolio management.

    Cara received her Bachelor of Science in Business Administration at Regis University in 2003. She holds her Series 7, Series 66, and Series 26 licenses and Colorado Life and Health license. Cara also received her Accredited Asset Management Specialist ℠ certification from the College of Financial Planning.

    When Cara is not in the office, she is the mom of two wonderful children who keep her busy with many activities, including guitar lessons, baseball, and lacrosse. She makes her home in Colorado Springs, Colorado where she enjoys binging on Netflix, cooking, and spending time with her family.

     

    Check the background of this firm on FINRA's BrokerCheck.

    Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Bank of Colorado and Bank of Colorado Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

    This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James Privacy Policy .  OSJ 970-686-8482

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  8. Bill Bundy

    Financial Advisor

    Office: 970-267-3647
    Email: bill.bundy@raymondjames.com
    Address: 1609 E Harmony Road
    Fort Collins, CO 80525

    NMLS:

    Bill Bundy strives to provide clients with confidence and reassurance by customizing wealth management solutions that help them to build, manage and preserve their wealth.

    Bill is a people person: He loves to listen, learn, teach, and help others. Bill understands that clients who are focused on the demands of their careers and busy lives need to be able to work with and trust someone to guide their financial planning and investment journey to help achieve their financial dreams. Bill guides clients through the financial planning process to clarify what they want to achieve and then delivers compelling solutions that helps increase their financial confidence and, in turn, allows them to focus on enjoying their life.

    Bill has been working with clients to create comprehensive financial plans since 2011. Prior to joining Bank of Colorado Investment Services (Raymond James), he spent 21 years as a senior manager with a fortune 50 high-tech firm. He earned his MBA from Colorado State University and his B.S. in Computer Information Systems from Arizona State University. Bill also completed the Executive Development Program through the Wharton School of Business at the University of Pennsylvania.

    Bill and Laura, his wife of 30+ years, have lived in Northern Colorado since 1992 and enjoy all the spectacular outdoor fun Colorado offers. They are the proud parents of two adult children: son, Cole, and daughter, Aili. Bill is actively involved in his church, community, and professional organizations.

    Bill prides himself on his high integrity and honest reputation. He looks forward to earning your trust and helping you achieve your financial dreams.

     

    Check the background of this firm on FINRA's BrokerCheck.

    Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Bank of Colorado and Bank of Colorado Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

    This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James Privacy Policy .  OSJ 970-686-8482

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  9. David Riffel, MBA, AAMS®

    Financial Advisor

    Office: 720-684-4051
    Email: David.riffel@raymondjames.com
    Address: 916 S Main Street
    Longmont, CO 80501

    NMLS:

    David prides himself on being a good listener, a good teacher, impeccably honest, and transparent. His approach to investment management is straightforward and process-focused. First, he will get to know you as an individual, including your unique wants, needs, values, goals, and investment objectives. Then, he will work closely with you to develop and implement a customized financial plan and investment strategy designed to meet your short and long-term financial objectives. Finally, David will monitor and review your progress with you on an ongoing basis. He will coach you to continue working your plan, and he will help you make adjustments aligned with your changing circumstances.

    Originally from Little Rock, Arkansas, David graduated from the University of Texas at Austin with both a BBA in Finance and an MBA. Prior to joining our team, David had an extensive career in the high-tech industry working for Hewlett-Packard, Dell Technologies, and a small supply chain software company including significant global projects and international travel.

    David currently lives in Arvada and is close to his two sons who have both recently graduated from college. He is a dedicated sports fan, and especially enjoys playing tennis and racquetball. He also enjoys serving on the non-profit board of the Children’s Foundation International, attending Flatirons Community Church, coaching youth sports, and spending time with friends, family, and his dog Louie.

    He looks forward to earning your trust so that he can be your long-term financial advisor and partner to help achieve your goals

    Check the background of this firm on FINRA's BrokerCheck.

    Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Bank of Colorado and Bank of Colorado Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

    This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James Privacy Policy .  OSJ 970-686-8482

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  10. Kent Shettler

    Financial Advisor

    Office: 970-245-1600
    Email: Kent.shettler@raymondjames.com
    Address: 200 Grand Avenue
    Grand Junction, CO 81501

    NMLS:

    Kent has been with Bank of Colorado for over 32 years with the last 22 serving as a Financial Advisor for Bank of Colorado Investment Services/Raymond James. In his years of experience, he has worked with countless individuals and businesses to help develop long-term financial plans based off their needs and goals. Kent has been married for 32 years to his wife Gina and has five adult children. In his free time, he enjoys spending time with his family and enjoying everything that the beautiful Western Colorado area has to offer.

     

    Check the background of this firm on FINRA's BrokerCheck.

    Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Bank of Colorado and Bank of Colorado Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

    This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James Privacy Policy .  OSJ 970-686-8482

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  11. Patrick Varney

    Financial Advisor and Investment Management Consultant

    Office: 970-686-8482
    Email: patrick.varney@bankofcolorado.com
    Address: 1041 Main Street
    Windsor, CO 80550

    NMLS:

    Patrick Varney is the Branch Manager and Financial Advisor for Bank of Colorado Investment Services. As a veteran Financial Advisor he has participated in the best and worst the economy can offer. He has the knowledge, skill and experience to lead with vision and clarity through all types of markets. Pat works with individuals and high net-worth families to develop solutions to complex financial situations. He partners with his clients to help build a future based on their individual situations including wants, needs, and dreams. His process of understanding, designing, implementing, and reviewing each plan helps his clients have the vision and confidence to enjoy life and retirement.

    Pat’s approach to investment management is straightforward. As he and his clients work together, he thoroughly explains to them the investment solutions and planning strategies recommended so that they are comfortable with the plan implemented. He is committed to telling his clients the truth, even when they may be uncomfortable hearing it. Pat takes great pride in the families that have hired him to be their personal wealth manager.

    Pat is frequently quoted in industry publications and has received many recognitions and awards, including:

    1. Named to the 2021 edition of the Forbes list of Best-in-State Wealth Advisors1.
    2. Member of Raymond James Financial Services Chairman’s Council2 for 2020, 2019, 2018, 2016 and 2015 and Leaders Council* for 2017, 2014 and 2013.
    3. 2008 University of Northern Colorado Distinguished Young Alumni3
    4. Named as one of Bank Investment Consultant (BIC) magazine’s Top 100 Bank Advisors4 in 2019, 2018, 2017, 2016, 2015, 2014, 2012 and 2007.

    Pat was born in Nebraska and moved to Colorado at the age of eight. He graduated from the University of Northern Colorado with a degree in Business Administration with an emphasis in Finance. He currently lives in Windsor with his wife and three boys with whom he enjoys spending quality time. He is a dedicated sports fan and avid sportsman. He enjoys coaching youth sports, exercising, golf, and hunting upland game and waterfowl.

    Pat is actively involved in his church, community, and professional organizations. He continues to give back to his Alma Mater and shares his ideas on the industry with graduating finance students at the University of Northern Colorado, Monfort College of Business in Greeley, CO.

     

    Check the background of this firm on FINRA's BrokerCheck.

    Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Bank of Colorado and Bank of Colorado Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

    This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James Privacy Policy .  OSJ 970-686-8482

    1The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info. 2Membership is based on prior fiscal year production. Re-qualification is required annually. 3The University of Northern Colorado Alumni Association honors outstanding alumni and friends, who are selected by the Alumni Association Board, whose service and achievements embody the university’s tradition of excellence. 4To compile the list, multiple variables were combined into one composite score. The six categories used were: (1) assets under management; (2) trailing-12-month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM. The nominees were ranked by each of the six categories and then six different scores were calculated based on where they ranked. on the list are scored by (6) variable assets under management, trailing-12-month production, percentage increase in AUM from previous year; percentage increase in T-12 production, amount of fee based business and ration of production per AUM.

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  12. Bret Poland

    Financial Advisor

    Office: 970-842-2166
    Email: Bret.poland@raymondjames.com
    Address: 301 Clayton Street

    NMLS:

    Bret has been working with the Bank of Colorado as a Financial Advisor for Bank of Colorado Investments-Raymond James for over 13 years and 23 years total at the bank. He has a finance degree from Colorado State University. In his years of experience, he has worked with individuals and businesses to help develop long-term financial plans based off their needs and goals. He aims to develop a long-lasting relationship while focusing on ways to help them achieve their goals as they go through the various stages of life.

    Bret has been married for 20 years to his wife Stacey and enjoys spending time with his son coaching various sports teams. He is an active member of the community as a current member of Lions club as well as past president of the Brush Area Chamber of Commerce and Morgan County Economic Development.

     

    Check the background of this firm on FINRA's BrokerCheck.

    Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Bank of Colorado and Bank of Colorado Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

    This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James Privacy Policy .  OSJ 970-686-8482

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  13. Tim Edgar

    Financial Advisor

    Office: 970-526-9200
    Email: Tim.edgar@raymondjames.com
    Address: 131 W. Main Street
    Sterling, CO 80751

    NMLS:

    Tim Edgar is a 40+-year resident of Northeastern Colorado and loves the rural lifestyle. He and wife Sara of 23 years keep very active in the plains. He has been involved in community/economic development for many years and entered the financial services industry professionally four years ago. One of his specific focuses has been the keepsake of rural entrepreneurship by helping small businesses start and thrive. His focus is shedding light in the area of finance through education and goal planning/monitoring. When an entrepreneur, farmer, or rancher experience a business transition; a family dynamic (and size) changes; or an employee scales back at the office, it’s time to re-evaluate the financial plans. Tim loves hearing your story and identifying with your goals-both long-term and more immediate. Tim will customize and implement your financial plan, ensuring it develops with you-regardless of which life stage you find yourself in. Well-established plans need local, ongoing review to accommodate life’s’ unplanned changes and interruption. Tim is a member of the Sterling Lions Club and is heavily involved in a youth outreach and at his church. He loves airplanes and has accumulated about 450 flight hours. In 2015, Tim obtained the Certified in Long-Term Care (CLTC) professional designation. In 2016, he completed the Series 7 licensing exam. In 2017 he completed the Series 65 licensing exam. In 2018, Tim obtained the Accredited Asset Management Specialist (AAMS) professional designation.

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