Brenda Stokes Dixon, AWM

Senior Vice President - Financial Advisor, Senior Consulting Group

303-541-2321
Email |

Diane J Soucheray, CFP®

Senior Vice President - Financial Advisor, Senior Consulting Group

303-541-2322
Email |

We work with clients in a variety of areas such as:

  • Investment planning through private money managers, mutual funds and asset allocation modeling
  • Retirement planning: both on a personal basis and retirement plans for small businesses
  • Insurance review and planning, including annuities
  • Estate preservation
  • Charitable giving

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Management Consultant


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Wealth Strategist


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Trust Consultant


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Insurance Consultant


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Insurance and Annuity Consultant


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Divisional Retirement Plan Consultant


Let's start the conversation

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