Scott Pann, AAMS®, CEPA®, CIMA®, CPWA®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

719-381-0222
Email | |

Donnie Deyoung, CPWA®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

719-381-0238
Email | |

Tyler Deyoung

Financial Advisor

719-381-0218

Elaine Phelan, CFP®

Senior Investment Associate

719-381-0223

Tina Fiorentine

Senior Registered Client Associate

719-381-0224

Specialized to meet your needs

Scott Pann and Donnie DeYoung join an elite group of business advisors who have received the Certified Exit Planning Advisor (CEPA®) designation and are a part of the Exit Planning lnstitute’s international community of CEPAs. The CEPA program is the most widely accepted and endorsed professional exit planning program in the world. This program was specifically designed for business advisors who work closely with owners of privately held companies. The organizing principle of the program is Master Planning, the alignment of the three legs of the stool (business, personal, financial), which is executed through the implementation of a process called the Value Acceleration Methodology™.

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