Trusted Vendors

We like who we work with.

In fact, we like them so much, we want to introduce them to you. 

Ray Schickling, Director of Retirement Planning at Cherry Street Partners, Inc., a registered investment adviser, has been assisting business owners in the Rocky Mountain region with the design and development of retirement plans since 1981.  Ray believes that a company sponsored retirement plan is one of the last, great tax planning and wealth accumulation tools available for business owners, yet is also one of the most under-utilized. What other options are available that provide the same level of tax benefits, growth opportunities and employee retention as a qualified plan? Ray’s mission is to help you meet your planning goals by making the best of this great planning tool.

Bolder Insurance is a locally owned company based in Louisville, Colorado. Brent Friesth and his staff have proudly been providing personal and business insurance expertise since 1989.  Our friend Karen has been a Commercial Insurance Agent in Boulder County since 1999, helping businesses understand their insurance needs and placing them with the appropriate insurance company and coverage to protect their assets. She is passionate about building and keeping business relationships and is dedicated to the Boulder County business community.