Experience

As Senior Vice President, Matthew Rich's career spans over 30 years in the financial services industry. His expertise is in portfolio management and designing financial plans for individuals that are focused on Capital Preservation, Retirement, College and Estate planning. Matt and his team also have extensive experience in administering equity compensation plans and employee stock purchase plans for publicly traded companies. Matt spent 12 years on the board of the Boulder JCC, is currently Treasurer of LiFT Academy and is on the board of the Rose Community Foundation. Matt has been married for over 25 years and has two daughters. He enjoys cooking, skiing, hiking, and playing guitar.

CA Insurance License: 0G97748   

Lizabeth has worked on Wall Street for 20+ years with an expertise in Corporate Executive Services & Wealth Planning. As a Senior VP, Liz is focused on supporting Private & Public companies in designing solutions for stock options, Rule 144, 10b-1 plans, 401k & Corporate Cash. For individuals, Liz & her Team focus on personalized solutions using Asset Allocation models & sophisticated planning tools. The Team prides themselves on providing the highest level of Customer Service & communication with their clients. Lizabeth enjoys traveling, wine tasting and a passion for Motorsports.

Brian Clancy has a dedicated focus towards providing clear and actionable Financial Planning. He works on creating a roadmap between an individual's current financial situation and the goals they hope to accomplish, then helping them execute on that plan over time. Brian is a graduate of the University of Notre Dame where he studied Finance and Chinese. His hobbies include taking advantage of Colorado's outdoors, attending live comedy shows, and occasionally traveling to new places.