Broker Check

7995 East Prentice Avenue
Suite #110
Greenwood Village, CO 80111

(303) 221-2920

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
After graduating from South Dakota School of Mines and Technology in 1994, Shannon Dana worked as a manufacturers' representative working with over 200 small business owners helping them grow their businesses. (read more)

Read more

Benita has been working in the Financial Services industry since 2000. She holds Series 7 and Series 66 registrations as well as licenses in Life and Variable insurance. (read more)

Read more

Christine Crowley has been dedicated to the Long Term Care Profession for the past 12 years. Christine is an author and educator of the risks that face our aging population today. (read more)

Read more

Richard draws upon 14 years in the financial services industry to provide solutions to individual investors and small business owners. He believes that many people invest aimlessly, rather than a focused plan. (read more)

Read more

As the owner of Fortunate Family Office (collocated at DC & Associates), Wade Olson, CFP® has a passion and focus on developing and implementing innovative financial strategies for individuals and business owners. He enjoys helping...

Read more