Our Team

Our Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues*
  • Risk management*

Meet Our Team Members

Bartley A. Corfee*

Bartley A. Corfee*

Chartered Financial Consultant

(303) 674-0188

(303) 674-0034

Joe DeFrank*

Joe DeFrank*

Chartered Financial Consultant

203-974-3736

303-674-0034