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Whether you have questions about the CRA plans, setting up your investment accounts, or completing a rollover, we’re here for you.

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Contact Your Client Services Manager
Matt Benitez

Matt Benitez, CRC

Regional Client Services Manager
970.964.7809
Francisco Chacon

Francisco Chacon, CRC

Regional Client Services Manager
720.493.6518
rick-chase-web

Rick Chase, CRC

Regional Client Services Manager
720.493.6506
Kristen MacKenzie

Kristen MacKenzie, CFP

Regional Client Services Manager
720.493.6517
Mike Whalen

Mike Whalen, CRC

Retirement Plan Services Director
720.493.6503
katie-dirksen-web

Katie Dirksen

Retirement Services Coordinator
720.493.6502

We're Here To Help

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