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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 Your Client Services Manager
Matt Benitez, CRC
Regional Client Services Manager970.964.7809
Francisco Chacon, CRC
Regional Client Services Manager720.493.6518
Susan Cleeton, CRC
Director of Client Management720.493.6506
Randy Kaune, CRC
Regional Client Services Manager720.493.6512
Kristen MacKenzie, CFP
Regional Client Services Manager720.493.6517
Mike Whalen, CRC
Retirement Plan Services Manager303.493.6503
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