Helping you grow more than wealth

My role

I work with a select group of individuals, their families and businesses to help build, protect, preserve and bequeath their wealth over multiple generations.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Let's take the next step together

I would value the opportunity to learn more about your financial goals and how I can be of service to you. Please contact me at 303-488-3611 or at I look forward to hearing from you.

Forbes Best-in-State Wealth Advisor

I am honored to have been recognized as a Forbes Best-in-State Wealth Advisor in 2022, 2023, and 2024. 

Global Insight 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

About Us

Learn more about us here.

Dave Sogge

Dave Sogge, AWM, CFP®, CIMA®, CIMC®, CPA/PFS*

Senior Vice President - Financial Advisor, Senior Consulting Group

Jordan Ringstad

Jordan Ringstad, CFP®, MBA

Senior Financial Associate