Who We Are

Our team is a group of independent advisors committed to inclusion, collaboration, and supporting one another in professional growth and client service. We are home to advisors from all over, and serve clients nationwide.

Meet Your Team

Bobby Neil Foster

Bobby Neil Foster, CFP®

Partner, Financial Advisor

719-896-5496

719-203-2076

Brandy Lancaster

Brandy Lancaster

Senior Registered Client Service Associate

719-374-4669

719-203-2076

Karch Schwarz

Karch Schwarz

Financial Advisor | Para-planner

720-381-2669

719-203-2076

Mimi Cavanaugh

Mimi Cavanaugh

Outside Consultant

719-896-5496

719-203-2076

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.