Team
Kyle Anderson, CFP®
CERTIFIED FINANCIAL PLANNER®
720-223-7294
As a CERTIFIED FINANCIAL PLANNER® professional, Kyle has met the highest requirements in the industry in terms of ethics, education, experience, and exam. He is excited to use his extensive training to better serve his clients.
James Wertz
Financial Advisor
Sara Schleicher
Client Relationship Manager
720-223-7294
No stranger to the financial world...
Debra Davis
Client Service Associate
720-223-7294
Deb Davis comes to our office bringing a with her a wealth of experience in customer service and knowledge of the Life Insurance industry. She began her young insurance career with New Hampshire Company in an entry level position working...
Shantel Downey
Client Service Associate
720-223-7294
Shantel comes to Vision Wealth Advisors bringing 20+ years of experience in customer service and finance. Her experience includes...
Rod Wilson
Chief Operations Officer
720-223-7294
Rod Wilson has been a part of Vision Wealth Advisors since 1999...
Greg 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...