Products and services. Aligned with your priorities.
Having played in and conducted bands and orchestras, Keith Stechmesser knows how to get all the parts of someone's financial plan to work in harmony and be a thing of beauty just like music from an orchestra. Keith is a CERTIFIED FINANCIAL PLANNER(TM) practitioner with over 30 years of experience in financial services,
Keith graduated with an MBA from the University of Denver. Keith is married to Cindy and has two beautiful adult daughters. As a survivor of Pancreatic Cancer, Keith Stechmesser serves as the chair of the Colorado Affiliate for PANCAN, an advocacy group that supports pancreatic cancer patients and research. Keith would be honored to get the opportunity to meet with you and help you create a financial plan that allows you to enjoy the sounds and activities of life.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
