Broker Check

5251 DTC Parkway, Suite 1045

Greenwood Village, CO 80111

(303) 221-2920



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)

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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)

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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)

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