state board

719-578-0075
kate@randykilgore.com

Kate joined the insurance world in 2009. She strives to help people and businesses succeed. Through a relationship-based approach, Kate designs personal financial strategies for individuals and employee benefit packages for businesses. Her mission is to develop quality relationships with clients by providing strategies designed around their goals and objectives for the future. Kate is a registered representative and investment advisor representative of Ameritas Investment Company, LLC* (AIC.)

Kate holds the FSCP designation, Financial Services Certified Professional, furthering and deepening her understanding of the financial services landscape. This designation gives Kate additional skills to help her clients prepare for the future.

Kate began honing her relationship skills in New York City in Public Relations. She spent two years working for Estee Lauder and five years working for Victoria's Secret Beauty as Public Relations Manager. She was responsible for securing media placements for all Victoria's Secret Beauty products as well as planning events. While she loved the bright lights and the big city, she missed her home state of Colorado. She is thrilled to partner with her Dad, Randy, to design and implement valuable strategies for their clients.

In addition to working with her Dad, Kate is also highly involved in her community. She served 3 terms on the Board of Directors for the Junior League of Denver. She was also a board member of Newborn Hope for 5 years- an organization providing education and resources to Colorado babies affected by prematurity. She is proud to serve as President of the National Association of Insurance and Financial Advisors (NAIFA) Denver Chapter and the Young Advisor's Task Force (YAT), which helps plan events and mentoring opportunities for advisors that have been in the business for 10 years or less. While not working, or giving back to the community, she enjoys hiking, skiing, playing tennis and cheering for the Denver Broncos. Kate and her husband Matt have 2 children, Reed and Darcy.

719-634-6400
rice@springsfg.com

Rice Brown Financial Services is a state-registered firm and has been offering a full range of investment and wealth management services for individuals, families, and businesses since 1973.

Our approach for new clients includes the following services:

-A complete review of all financial resources and their current taxable status. Gaining a detailed understanding of the client’s goals and ambitions for utilization of all existing and potential future assets.

-As a fee-based wealth management firm, we are motivated to grow our clients’ asset base. This approach is not motivated by revenue from the sale of products, but rather, expectations as a result of growing the assets. Our primary revenue is generated by fees for account management although certain investments may pay their own advisory fees and other internal expenses.

-After evaluation of the client’s assets and goals, as well as a very careful determination of risk tolerance and time horizon, we create a financial portfolio targeted specifically to the client’s objectives.

720-251-4241
brent@jonesfinancialdesign.com

Brent Jones, is Owner & Principal of JONES FINANCIAL DESIGN, a risk management, retirement income, disability income and social security planning service agency in the Denver Metro area, doing business in Colorado and ten other states in the US since 1965. Brent began his career with the Denver General Office of New York Life and built a successful practice working with various clientele in the Colorado front range.

Brent graduated from the University of Colorado business school with a degree in Business Administration with a minor in Marketing, and study in Russian History and Soviet Economics, Brent is educationally credentialed with the (LUTCF) designation from the American College of Financial Services which covers the planning concepts, applications and needs applicable to the personal insurance, retirement planning, long term care, estate planning, and business market. Brent also is certified in Personal and Family Financial Planning through the University of Florida.

Brent is involved in several associations and boards within his community and State. Brent currently serves on the State of Colorado Producer Advisory Council and as a Member of the Board of Directors of NAIFA Colorado Chapter. In these roles, Brent meets with the Commissioner(s) of the Colorado Division of Insurance & the Division of Securities as well as members of US Congress and the Colorado State General Assembly to discuss the needs and issues of consumers in main street America along with public policy, regulations and legislation related to the insurance and financial service industry.

Brent is a recipient of the industry National Quality Award and has been twice awarded the President of the United States Service Award by President Barack Obama and President Bill Clinton. Brent is an Eagle Scout and member of the National Eagle Scout Association. Brent also serves in various leadership positions in his Church.

Brent has several years of experience as a executive leader of for-profit boards, professional trade originations and local and state government commissions. Brent is the Past President of the South Metro Association of Insurance and Financial Advisors. Brent is a past member of the New York Life Agent Advisor Council. Brent held appointments to the City of Aurora Business Advisory Board, and is a Past Commissioner of the City of Aurora Colorado Planning & Zoning Commission.

Brent is married to Stacy Hamilton – Jones. They have two children and enjoy vacationing, sports, history, being together.

303-912-5490
aj@insuranceprofessor.net

Allan Jensen has been in the insurance field since 1992. He focuses on helping people plan a tax free retirement using safe money strategies, working with seniors and Medicare recipients, and assisting business with stability and continuity planning. In addition, he provides free Social Security maximization analyses and helps folks identify and remedy retirement income shortfalls.

Recently, Allan has passed the Series 65 examination and assumed the additional license as Investment Advisor Representative, with the company name Southwind Financial Services. Financial Planning and Investment Management Services are offered through FamilyWealth Advisors., Registered Investment Advisor.