Our Team

Bridger Parsons grew up near Denver, CO and moved to Fort Collins in 1993 to attend Colorado State University. Bridger has been working as an Independent Investment Advisor Representative to successful families and individuals in...

Paul Soraci grew up in New York City, attending the State University of New York Economics and Colorado State University. Paul began acting as an Investment advisor Representative in 1982, and is serving as a CFP®, Certified...

David Clarkson grew up in Orlando, Florida and moved to Fort Collins in 1994 to attend Colorado State University. David moved back to Florida in 2000 where he was a Partner owning several Domino's Pizza franchises and successfully...

Corinne grew up in Monument, Colorado and attended Colorado State University where she graduated in 2010 with a degree in Agricultural Business. She has experience in customer relations and accounting in both the veterinary and...

Simply put, Lisë loves people! In her role as client services for Ric, her warm and friendly nature and focus on the care of the client, instills a sense of comfort and confidence. A Denver native, Lisë attended George...

Ric Bellmar believes financial advising is much more than ‘timing the market’. Getting to know his clients through an in-depth discovery process allows him to focus on what is most important to people, both financially and...

Tiffany is a Fort Collins native. She attended the University of Hawaii at Hilo where she graduated in 2001 with a degree in Marine Science. She has experience in building customer relationships from previous experience in the medical...