Our advisors

Bob Book

Financial Advisor

Managing Partner
Learn more about Bob Book Visit Bob Book's website

Andrew Inman

CEPA®

Financial Advisor

Managing Partner
Learn more about Andrew Inman Visit Andrew Inman's website

Timothy Mason

CFP®, ChFC®, CLU®

Financial Advisor

Managing Partner
Learn more about Timothy Mason Visit Timothy Mason's website

Christopher Van Stavern

CMFA®

Financial Advisor

Managing Partner
Learn more about Christopher Van Stavern Visit Christopher Van Stavern's website

Chris Young

CFP®, CEPA®, BFA™, APMA™

Private Wealth Advisor

Managing Partner
Learn more about Chris Young Visit Chris Young's website

Kristen Christensen

CRPC™, CMFA®, APMA™

Financial Advisor

Learn more about Kristen Christensen Visit Kristen Christensen's website

Travis Crowell

AIF®, APMA™

Financial Advisor

Learn more about Travis Crowell Visit Travis Crowell's website

Bryan Ladrow

Financial Advisor

Learn more about Bryan Ladrow Visit Bryan Ladrow's website

Camden Steele

Financial Advisor

Learn more about Camden Steele Visit Camden Steele's website

Jerrad Bridgmon

Financial Advisor

Learn more about Jerrad Bridgmon Visit Jerrad Bridgmon's website


Our team

Sarah Heinen

Sarah Heinen

Program Manager,

Operations Director

Personal Intro

  • B.S. in Marketing, Kansas State University
  • Dog Mama to Hosmer
  • Love spending time with my family, listening to true crimepodcasts, playing in the mountains with my pup & traveling as much aspossible

Roles & Responsibilities

  • Plan & execute client events
  • Identify community outreach opportunities
  • Manage marketing efforts
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Nikki Herman

Nikki Herman

Program Manager,

Financial Planning Specialist

Personal Intro

  • CFO/COO for defense, technology companies for 22 years
  • Colorado Native, family and extended family of 20+ living and working in Colorado
  • Enjoys fly fishing, cooking and spending time with family and friends

Roles & Responsibilities

  • Financial Planning Specialist
  • Client Engagement
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Vanessa Martinez

Vanessa Martinez

Client Service Associate,

Client Service Manager

Personal Intro

  • Married to Tony with two children, Janessa and Roman
  • Born and raised in San Antonio, TX
  • I love watching and reading true crime stories. I also love spending time with my family

Roles & Responsibilities

  • Participates in client meetings
  • Processes business
  • Available for client questions
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Riley Rodriguez

Riley Rodriguez

Client Service Associate,

Client Service Specialist

Personal Intro

  • B.S. Business Administration, Management Emphasis, at UCCS
  • Movie buff
  • Love to binge watch television series, travel, experience new things, and hike

Roles & Responsibilities

  • Maintain healthy client relations
  • Servicing client requests
  • Scheduling and preparation for client meetings
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Christina Fallin

Christina Fallin

Registered Client Service Associate

Personal Intro

  • Married to Patrick
  • Two grown children, Michele & Gabriel
  • “KoKo” to grandchildren Noah & Sophia
  • I enjoy sitting on my porch playing with my dogs and hanging out with family and also going to Gruene with friends to listen to live music

Roles & Responsibilities

  • Appointment scheduling & preparation
  • Processing business
  • Being available for client calls & emails
  • Placing trades if necessary
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Joey Neuzil

Joey Neuzil

Client Service Associate

Personal Intro

  • Avid Sports Fan
  • Enjoy going golfing
  • I’m a Triplet
  • Love spending time with my family and going to the dog park with my pups as much as possible

Roles & Responsibilities

  • Schedule, prepare & participate in client meetings
  • Processing business
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Jessica Ontiveros

Jessica Ontiveros

Client Service Associate

Personal Intro

  • Mom to four children, Gaby, Jackie, Isaiah and Olivia
  • Jojo to two grandsons, Sirach and Simeon
  • My free time is spent with the grandbabies, hiking and enjoying the outdoors, crafting and painting

Roles & Responsibilities

  • Scheduling, preparation and participation in client meetings
  • Processing business
  • Being available for client calls, emails and questions
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Hannah Strong

Hannah Strong

Client Service Associate,

Client Concierge

Personal Intro

  • Born and raised in Colorado Springs
  • I have a great dog that loves to play fetch , chasing cattle, and going on hikes
  • I love all things history

Roles & Responsibilities

  • Scheduling client meetings
  • Maintaining a healthy relationship with clients
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Cole Young

Cole Young

Assistant

Personal Intro

Personal Intro

· Undergraduate Student at Montana State University, majoring in Psychology with a minor in Finance.

· Collegiate Rugby player and Ski bum

· I love being in the outdoors, whether it be hunting, fishing, hiking, or camping, as well as spending time with my family every opportunity that I can

Roles & Responsibilities

  • Assist in constructing foundational financial plans for clients.
  • Complete various projects that give experience and act as learning opportunities as they are assigned.
  • Sit in on client meetings to better learn and understand the roles and responsibilities of an advisor at Springs Wealth Group.
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Devan Zahl

Devan Zahl

Assistant

Personal Intro

Personal Intro

  • Undergraduate at the University of Nebraska- Lincoln where I am majoring in Finance and minoring in Management.
  • On the UNL Club Golf team and love to watch Husker football.
  • I love to hunt, fish, ski, wake surf, camp/hike, meet new people, and spend time with my family and friends doing various activities.

Roles & Responsibilities

  • Shadow Advisors during client meetings to have a better understanding of Financial Advising.
  • Complete an array of different company projects.
  • Create financial plans for new financial planning clients that Advisors bring on.
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