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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Grand Junction Branch

Scott Steiner

Scott Steiner

Registered Representative

Katrina  Steiner

Katrina Steiner

Office Manager

Carol  Martinez

Carol Martinez

Account Services Specialist

Brian  Penner*

Brian Penner*

Licensed Medicare, Life Insurance Agent

Arvada Branch

Debbie Rankin

Debbie Rankin

Business Operations Manager

Eric Johnson

Eric Johnson

Financial Advisor & Chief Executive Officer

Michael Frie

Michael Frie, CFP®

Financial Advisor