About Andrew Rothenbury
Finance has always been a passion of mine. What I love most about this work, is that I get to spend time hearing their stories, solving problems, and building long-lasting relationships.
My mission to encourage families in the Colorado Springs are and to use their money as a tool, not a goal, so that they can be more generous in their community.
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
Life Insurance
- Personal
- Business
Tax Efficiency
- Tax-Loss Harvesting
- Roth Conversions
Estate & Wealth Transfer Strategies
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