My practice has one goal...

To help individual clients and families achieve their financial objectives while building a long-term professional relationship. I provide comprehensive wealth management services including the accumulation, growth, protection and transfer of wealth to future generations. I always act in the best interest of my clients offering advice and customized consultations that foster confidence and peace of mind.

Please feel free to contact me to set up an appointment to discuss your financial situation. 


On the fast track: Digital transformation in the era of COVID-19

The COVID-19 disruption has hammered home that necessity is the mother of invention. We asked Mark Mahaney, top-ranked internet analyst from RBC Capital Markets, what impact the COVID-19 crisis is having on the internet sector. Read the full economic outlook in the latest edition of Global Insight.

 

How to protect yourself in the event of a data breach

Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.

Become a client                        

If you are not already a valued client, I invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.  Please contact me today to start your journey.

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 970-206-1174, dehaven.becker@rbc.com, or fill out the form below to schedule a meeting. I look forward to hearing from you.

Latest Insights

Why are U.S. equities rallying while Main Street struggles?

Equity markets are dominated by big corporations, so it’s not surprising that major indexes may not show the challenges facing mom-and-pop companies.

Read more

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