Experience

Glenn Malloy provides a high level of service and attention to each of his clients, a diverse group of individuals and families, business owners and retirees, who are often focused on the demands of their occupations and busy lives and need to be able to trust someone with managing their wealth. His disciplined planning strategy brings clients peace of mind that he puts their interest first and will help them reach their goals through each stage of life.

Glenn’s planning process begins with a discussion to help the client articulate their values, prioritize their goals and determine their current financial state. With that information, he creates a customized financial plan, thoroughly reviewing and explaining the plan to the client until it suits their needs.  As a specially qualified Senior Portfolio Manager, Glenn can also utilize additional money management tools and resources on behalf of clients where appropriate to simplify and better monitor their investments.  After implementation, an ongoing review process is established to measure the progress of achieving the goals and provide any adjustments along the way.  Whether the outcome is building wealth, deriving income during retirement or preserving and passing along a legacy, Glenn is firmly committed to helping clients navigate financial challenges to make financial security a reality.

With more than 30 years of experience, Glenn is well-versed in the financial planning needs of individuals and families. In addition, he is a Certified Financial Planner (CFP®) practitioner which provides him with the knowledge and tools to understand how to develop specific strategies to minimize taxes, protect assets, maximize growth and transfer wealth. He is also licensed for life and long-term care insurance.

Originally from New Jersey, Nicole moved to Colorado in 2016.  She graduated from the University of Miami in 2014 with a degree in International Finance and Marketing.  Nicole lives in Castle Rock with Shane and her two dogs Moxie and Gus.  When Nicole is not in the office, she enjoys going to new restaurants, traveling, skiing, hiking, and camping.

Nicole’s efficiency, reliability and keen interest in all things financial helps set the stage for a high level of customer service.  She is always available to answer questions and help clients any way she can.

Alec focuses on analyzing investments and crafting tailored financial strategies to meet the unique needs of clients. Alec leverages his background in data analytics and Name, Image, and Likeness (NIL) compensation with a B.B.A. in Finance, Summa Cum Laude, from TCU’s Neeley School of Business. Originally from Boise, ID, he relocated with his wife Abby to Denver, where they enjoy skiing, exploring new restaurants, engaging their church community and spending time in the mountains.