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Building Your legacy with Comprehensive Financial and Insurance Solutions.

Services

Explore our diverse financial and insurance services.

Comprehensive protection tailored to your individual or business life, health, and property needs

Discover how we can help you protect, grow, and plan your financial future.

Financial Services

Insurance Services

About Us

Dedicated to your financial success.

Learn More

A satisfied client reviewing financial plans.

Our Mission

Empowering you through education and personalized guidance so that you can take the stress out of finances.

Our offices

685 Citadel Dr, E Suite 122A
Colorado Springs, CO 80909

Hours
Monday - Friday
9am - 5pm

Contacts
719.722.6864

600 Grant St Ste. 304
Denver, CO 80203t

Hours
** By Prior Appointment Only

Contacts
719.888.5445

I have offices in Colorado Springs and Denver, but thanks to virtual appointments, I work with clients in multiple states where I'm licensed. So even if we're not in the same zip code, I'm still just a call or click away

Book Appointment

Disclosure: Registered representatives offer securities through Mutual of Omaha Investor Services, Inc., Member FINRA / S IPC. Investment advisor representatives offer advisory services through Mutual of Omaha Investor Services, Inc. Mutual of Omaha Investor Services, Inc. and its representatives do not provide tax or legal advice. Consult the appropriate professional regarding your particular situation. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Bellona Financial Solutions and Mutual of Omaha Investor Services, Inc. are not affiliated.

🔧 Website Under Maintenance ⚠️⚠️We’re currently updating our site to serve you better. Some features and information may be temporarily unavailable. Thank you for your patience, we’ll be back to full speed soon!