Gene has been married to his lovely wife Angie for 22+ years. He is the proud dad of two beautiful girls. Saving for college and trying to retire are very much on Gene’s mind right now. Being a financial consultant for 23 years doesn’t erase the need to plan ahead. His goal for his clients and his family (especially his girls) is to show them how to have a healthy relationship with money. He has a great sense of humor and you won’t experience any guilt or “why didn’t you?” questions coming out of his mouth. You will get empathy, a solid and workable plan, and assurance that today is a great day to plan for your financial future. Our goal is that you walk away with relief knowing you have a path to run on towards your financial future.

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Jeff and his better half Jennifer have lived in Northern Colorado since 2001, but Jeff is a native born having grown up just outside of Denver in Strasburg. Their two daughters, Macie & Lauren, are grown and flown (mostly). Macie is a Colorado Mesa graduate with a degree in Animation, Film and Motion Picture while Lauren is attending Texas State as a Political Science major. Jeff likes to stay active, working out at home or on the water or running an obstacle race with Lauren. Jeff also appreciates the importance of keeping your finances in shape, both for now and the future. Taking the fear out of planning, by creating an atmosphere where you can feel comfortable talking about your hopes and dreams, let Jeff help you put together a roadmap to a financial future you can feel good about.

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From a young age, Blaine has been driven by a passion for helping individuals navigate the complexities of finance. Life took an unexpected turn when he met his now-wife back in 8th grade at Lucile Erwin Middle School. Fate brought them back together at Grand Canyon University in Phoenix, Arizona, where he delved into the world of Finance. It was there that he found not just an education, but a vibrant community driven by faith and ambition. Immersed in researching strategies to save, grow, and manage money wisely, Blaine found his purpose clarified at school. As a Financial Advisor at Thrivent, Blaine lives out this calling daily, crafting personalized retirement plans, college savings strategies, optimizing tax efficiency, fostering business growth, and facilitating charitable giving. His approach blends dependability, expertise, and a deep-seated belief that true financial well-being transcends wealth accumulation alone. Dedicated to holistic financial planning tailored to individual goals, he is committed to guiding clients toward prosperity in every aspect of life.

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Brandi and her husband Kent live in Grand Junction, CO, where they enjoy camping, riding their side by side in the desert, and golfing. Their daughter is currently in high school but will soon be off to college officially leaving them as empty nesters. They have lots of family and friends that live in Wyoming, including two older children and their grandchildren, so when they are not camping and enjoying the outdoors of Colorado you will find them in Wyoming. Brandi understands the importance of balancing family life with your financial goals for retirement and college saving. Making sure that your individual goals and knowing what is important to you is her first task to accomplish. She then builds the plan around your needs and values to ensure you are successful and still able to enjoy life in the present.  

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Kristi and her husband Brendon have two children, one in college and another getting ready to finish high school. They are all native Coloradans that have grown up and lived in the Northern Colorado region their entire lives. You can usually find her family enjoying athletic events, camping, hunting, or skiing in the Rocky Mountains. You can be sure the busy part of life doesn’t remove the concern and desire to ensure her kids’ plans for college are well in hand or that their retirement plan will be fully funded. With a background in Project Management, Kristi assists the team in making sure all the little details for your plan are put into place. You should feel confident knowing that you have an entire team of financial representatives helping you through each and every step along your financial journey.

Erin is one of the Office Professionals for the Trail Ridge Associates. Her main roles are greeting and helping members and assisting the team with administrative tasks. Erin and her husband

Don have lived in Northern Colorado most of their lives. Simple pleasures include spending time with their three grown sons and their families (5 grandchildren!), reading, and hiking; they hope to travel more now that Don is semi-retired. At this point in her journey, she is grateful for the wise money counsel and financial planning assistance she and Don have received, helping them prepare for their kids’ college years and eventual retirement. She knows first-hand that connecting with trust-worthy and intelligent individuals

for that guidance is vital.

Maddie is an Office Professional for the Trail Ridge Associates. Maddie has grown up in Northern Colorado and is working towards a degree in Special Education at Colorado Christian University. She is now at Thrivent helping with phone calls and the social media as she finishes school and starts her teaching career. Hobbies include spending time with family and friends, enjoying the fresh air, and doing diamond art. Maddie has seen the positive impact of receiving solid financial guidance and she hopes to continue this as she starts her life post graduation.