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*

We also can answer your questions, including:

Can I retire early?*
Are my investments working hard enough?*
What’s the best approach for college savings?*
What are the elements of a sound estate strategy?*
Do I have enough life insurance for my family?*

Our experienced professionals have helped many people just like you with similar issues and concerns. We focus on creating an approach that is designed to address your individual situation.

Bartley A. Corfee*

Chartered Financial Consultant

(303) 674-0188

(303) 674-0034

bart@corfeeassociates.com

Chartered Financial ConsultantFinancial AdvisorFocusing OnPersonal Planning / Estate Analysis*Asset Allocation Analysis*Business Planning Analysis*Executive Planning*Registrations and Designations Registered Principal -...

Joe DeFrank*

Chartered Financial Consultant

(203) 974-3736

303-674-0034

joe@corfeeassociates.com

Focusing OnHolistic Financial Planning*Asset Allocation Analysis*Retirement Plan Analysis*Risk Analysis / Insurance Needs Assessment *Registrations and Designations Registered Principal & Option Principal - Series 24 & 4*Registered...

Shari Tracy

Administrative Management

(303) 674-0188

shari@corfeeassociates.com

Shari Tracy is excited to join the team and looks forward to getting to know our clients. She brings more than 20 years of experience as an English and Writing educator, having taught at both the high school and university levels. Her...