Staff & Professional Network
When you work with us, you'll be working with a team of trusted professionals who will take the time to understand your situation. We'll take a comprehensive approach to your finances, recommending only those products that are tailored to your needs and goals. We offer the best in financial planning, so contact us today!
Caleb Duron, RFP®
President & Registered Financial Planner
For over a decade, he has been teaching, training, and mentoring financial representatives throughout the US to assist clients with a variety of financial concepts and strategies.
Insurance Agents
Ruby L.
Licensed Agent:
Life & Health Agent
Dion F.
Licensed Agent:
State & Federal Employee Specialist
Katrina C.
Licensed Agent:
grants for non-profit agencies through out Fraternal providers
Bee D.
Head of Marketing & Licensed Agent
Investment Advisor Representatives
Our network of independent Investment Advisors operate through their own Registered Investment Advisories (RIAs). If you’re seeking investment advice on securities products, please reach out to us, and we will connect you with the appropriate advisor directly.
Case Design Team
David Johnson, CFP®
Leo Carton, CFP®
Gordon Defiel, CFP®
Brian Letourneau, CFP®
Mark H.
Kevin S.
Trusted Professionals in Our Network
These are individuals and businesses we trust to take care of our clients like family. Whether you're looking for a local realtor, attorney, tax expert, or specialist in another area, this list is here to support your journey.
Luz Eastman
Eastman Accounting &
Tax Services
We are tax professionals located in Ogden, Utah, and we serve our clients since 2004. We specialize in small businesses. We help our clients in English and Spanish. We provide accounting, bookkeeping, payroll, income taxes; and all tax and services related to small businesses and individuals.
Sami Bricco
Untethered Healing
Samantha Bricco is an Intuitive Alignment Coach, spiritual guide, and mindfulness instructor who helps clients break free from limiting patterns and step into their fullest truth. Through a blend of coaching, somatic practices, energy work, astrology, and yoga, she supports individuals in healing, reconnecting with their inner power, and living a more empowered, untethered life.
Connie Romero
Creating Greatness LLC
Coach Connie, is the CEO and founder of Creating Greatness LLC, a coaching and consulting firm. With over 15 years of experience as a mindset and business coach, Connie is the real deal,bringing an energetic and strategic approach that delivers excellence, clarity, and results to entrepreneurs ready to elevate their business to the next level.
Dane Emmel
Lone Wolf-Alpha Consultants
Lone Wolf-Alpha Consultants provides unparalleled personalized accounting services to a broad range of clients across the Pueblo area. We are ready and able to serve as your financial advisor, tax planner, tax preparer, and guide along your path to success.