Broker Check

"Employ your time well, if you mean to gain leisure." - Ben Franklin

You deserve a strategy that adapts to your needs.

We create financial strategies tailored to your goals.

<strong>Nurture Your Finances.</strong>

Nurture Your Finances.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Learn more
<strong>Financial Advice Shouldn't Be Complicated.</strong>

Financial Advice Shouldn't Be Complicated.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.


Learn more

Meet Our Experienced Advisors

Brian Collins

Financial Advisor

970-294-7859

970-236-8833

bcollins02@wradvisors.com

Brian has been an advisor with Waddell & Reed since February of 2014. He is a graduate of the University of Northern Colorado with a B.S. in Business Administration, and an emphasis in Finance. At UNC, he found a love of investments...

Read more

Heidi Westfall

Wealth Advisor

801-683-1208

hwestfall@wradvisors.com

I come from a place of service, one that is wholehearted, life-centric, and personally designed for you. Some Financial Advisors focus on the product first, selling not serving. My process begins with a complimentary, no obligation...

Read more

Nicole Rivera

Operations Manager

970-236-8800

970-236-8833

nicole.rivera@lpl.com

Meet Nicole Rivera, Nicole comes to us with 6 years of experience in the life/health/variable products industry. Her background also includes customer service, accounting, and finance. As the Administrative/Marketing Assistant for RTI...

Read more

Phil Loring, Jr

Sr Vice President

970-416-6081

970-236-8833

ploring@wradvisors.com

I have been in the industry since 1998, providing financial planning services to clients in numerous states. As Senior Vice President of RTI I look forward to introducing you to our practice and our team. We take a holistic approach to...
Read more

Have a Question?

Thank you!
Oops!

We’d love to hear from you!

CONTACT US