About Andrew Rothenbury
Finance has always been a passion of mine. I was raised on Dave Ramsey's envelope system and I saw how that transformed our finances and reshaped my goal of financial security. What I love most about this work, is that I get to spend time hearing people's stories, solving problems, and building long-lasting relationships.
My mission is to encourage families in the Colorado Springs area to get their money to work for them, while providing clarity and confidence around retirement income and investments.
I'm a Colorado Springs native. It’s the place my wife Katie, our daughter Lainey, our dogs Rhodey & Dawson, and I enjoy work, family, and building community. Katie and I met while attending a retreat with Campus Crusade in college. We enjoy snowboarding, hiking, and golfing.
Meet My Team
Peak Legacy Group
We're a comprehensive financial planning firm that focuses on retirement income, investment, tax efficiency and estate planning.
Here are a few items that we can explore:
Retirement Income
Wealth Management
Estate & Wealth Transfer Strategies
Life Insurance
- Personal
- Business
Tax Efficiency
- Tax-Loss Harvesting
- Roth Conversions
Charitable Giving
- Donor Advised Funds
- Title
Team Practice
- Location
2060 Briargate Pkwy, Ste 120 Colorado Springs, CO 80920
- Website
- https://connect.thrivent.com/peak-legacy-group
- Phone
- 719-531-5900