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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.

Contact Info

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
Randy Kaune

Randy Kaune, CRC

Regional Client Services Manager
720.493.6512
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