Investment and Wealth Management Colorado
Connect with our professionals and start crafting your plans for the future.
How can we help you pursue your goals?
- Retirement Planning
- Savings & Investment Planning
- Asset Allocation
- Education Planning
- Estate Planning
- Annuities & IRAs
- Asset Management
- Investment Services
- Mutual Funds
- Life Insurance
- Long-Term Care
We're here to craft the right plan to get you path to success started.
Our Investment Professionals
Tips on Tap- Investment & Wealth Management
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. On Tap Credit Union and Investment and Retirement Center located at On Tap Credit Union are not registered as a broker-dealer or investment adviser. Registered representatives of LPL offer products and services using Investment and Retirement Center located at On Tap Credit Union and may also be employees of On Tap Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, On Tap Credit Union or Investment and Retirement Center located at On Tap Credit Union. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union
Not Credit Union Deposits or Obligations
May Lose Value
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
RICP® = Retirement Income Certified Professional
“Every member has unique life experiences, needs, and dreams. My responsibility goes well beyond helping members simply seek growth and preserve wealth. My goal is to craft specific strategies that empower members to pursue the financial independence they aspire to.” Says Dave. “As I close in on my third decade in this business, I’ve learned the only way to work toward these results is by gaining a deep understanding of how each member defines success. Their job is to define the destination and it’s mine to plan and update the route. I’m enthusiastic about helping people in all phases of their financial journey. Establishing great habits, and matching them with sound strategies, can have a huge impact on long-term wealth accumulation. I am equally passionate in the belief that wealth accumulation should continue through retirement. Financial planning empowers members to leave behind a legacy that can have an impact for generations. In addition to helping individuals and families, I take pride in supporting small business in Colorado. Investment advice, retirement plan options, insurance, etc. are all available through the professionals at the Investment and Retirement Center at On Tap Credit Union."