Our Firm
Greg D. Anderson (1952-2022)
In Memoriam....
We mourn the loss of our Co-Founder, leader, mentor and dear friend. Greg will be missed on innumerable levels by his family, friends, clients and co-workers. Greg had a warm, pastor-like way that drew people to trust and follow him. Generosity is the trait most often heard when people reflect on his life. His love and care for people was inspired and motivated by his Savior Jesus and the example He set. Greg is how home with his Maker and enjoying the riches promised him in scripture.
We will greatly miss Greg’s counsel and steadying presence in our office and we indeed have tears for our loss, but we need not cry for Greg as he attained his goal of FINISHING STRONG!
Rod Wilson has been a part of Vision Wealth Advisors since 1999 and has been in the financial services industry since 1985. He has practiced his entire career in Northern Colorado. Experienced in the areas of estate planning, investment management and business planning, Rod is proud to offer "large firm" capabilities with "small firm" attention to individual needs. Married to Valarie for over 40 years, they have 5 children and 8 grandchildren. Grandchildren, golf, and mentoring men are among his interests.
Rod earned his bachelor’s degree in Business Administration from the University of Northern Colorado School of Business. In addition, Rod has earned the professional designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).
Through LPL Financial, Rod presently holds Series 7, Series 63 and Series 65 registrations and is registered to offer fee-based financial planning, institutionally managed accounts, securities products and services, as well as insurance solutions. (i.e. life, disability, and long term care insurance)
Kyle Anderson, CFP® joined Vision Wealth Advisors in 2019 and lives in Fort Collins with Sonja, his wife of 10 years and son Owen. He earned his bachelor's degree from the University of Oregon and had spent the prior 12 years employed by Eugene Country Club in various positions. He enjoys all sports, fishing and golf. Kyle is a Certified Financial Planner®.
Through LPL Financial, Kyle holds Series 7 and Series 66 Securities registrations and is registered to offer fee-based financial planning, institutionally managed accounts, securities products and services, as well as insurance solutions. (i.e. life, disability, and long term care insurance)
James Wertz, Financial Advisor, comes to Vision Wealth Advisors with over 17 years experience in the financial planning industry, where he has honed his skills in investment management, retirement planning and wealth preservation. James is passionate about helping his clients navigate the complexities of financial planning, ensuring they make informed decisions that align with their short and long-term goals. He believes in a personalized approach, taking the time to understand each client’s unique situation and aspirations. This commitment to client service has earned him a reputation for trustworthiness and integrity in the financial advisory industry.
James graduated from the University of Colorado at Colorado Springs earning a degree in Business Administration with an emphasis in Finance. He is a LPL Registered Representative and LPL Investment Advisor Representative (for fee planning) of LPL Financial, holding Series 6, 63, and 65 registrations.