CALIFORNIA CONSUMER - Key Persons
Andrea is licensed as a life and health insurance specialist. Helping people is her passion. Andrea's goal is to provide clients with the highest quality of service and products tailored to meet the individual's, families' and business owner's life and health insurance needs.
At the age of nineteen, Andrea moved from Northern Germany to the United States exploring the incredible opportunities this vibrant country has to offer. She graduated with a degree in both Biological Science and in German Literature.
Ongoing education and her deep desire to help people led her to successful careers in both the Real Estate and Mortgage business, leading into the Life and Health Insurance industry. Volunteering in her community is one of the many ways Andrea gets to connect with others and make a difference. Having lived in Colorado Springs, Colorado for over ten years, she considers this breathtaking state her home. Andrea is a very proud mother of three beautiful daughters and enjoys the fun they have hiking, biking, and skiing together.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Job Titles:
- Licensed Administrative Assistant
Brianna is a Series 7 and Series 63 licensed administrative assistant at Right Course. She graduated in 2016 from the University of Colorado at Colorado Springs with a Bachelor's Degree in Finance. Her previous position at Fidelity Investments helped her attain her two licenses and gave her insight into the financial industry. Brianna is passionate about ethics and believes strongly in the Right Course ideal of "doing what's right for the client, each time, every time."
Brianna enjoys traveling, hiking, snowboarding, and wakeboarding. In addition to experiencing everything Colorado has to offer, she loves international travel and backpacking. Brianna spends most of her free time with her fiance, family, and friends.
Job Titles:
- Financial Planner / Managing Partner
John enjoys assisting clients in all phases of financial planning: portfolio creation, accumulation, preservation, and distribution. Each phase of the financial process has different financial instruments that should woven into your plan as you go through life. John is an advocate for educating individuals on financial topics and his expertise includes portfolio construction, asset allocation, style and sector analysis, strategic and tactical investment strategies, retirement calculations, and risk analysis. John is a veteran and served our country for 20 years in the US Air Force. John has a passion for helping others achieve goals and looks forward to serving you.
John is a CERTIFIED FINANCIAL PLANNER™ CFP®, Chartered Financial Consultant® ChFC®, and Retirement Income Certified Professional® RICP® designations. He offers both fee & commissioned based securities management and is licensed as an independent Investment Advisor Representative. John has his Colorado Insurance Producer License for life, accident and health, and variable products. He earned a Bachelor's Degree in Business Management from Park College and a Master's in Business Administration from Touro University specializing in e-commerce. John will design a plan to meet your needs using investment options that include both market-based and non-market based alternatives where appropriate.
John enjoys spending time with his wife and three children. He volunteers with several local organizations and his favorite activities include traveling, boating, and geocaching.
Mark has a passion for helping people achieve their financial goals. He specializes in wealth accumulation, retirement, college savings, life, and health insurance.
Mark's work as a Christian minister for over 30 years has contributed to his current profession as a financial coach. Mark has a degree in theology. He prides himself in "Doing what's right for the client each time every time," and believes deeply in this ethos. Mark is a Series 7 licensed financial advisor and helping people to better their situations has always been his mission.
Mark has been married since 1979 and has toured the country with various groups in order to serve humanity. The Wallace family fell in love with Colorado Springs and calls it home.
Mark is an accomplished keynote speaker and enjoys writing. He loves the solitude and energy that emanates from long distance trail running and looks forward to long races like the Pikes Peak Marathon each year. Mark's son is a talented artist, musician, and fashion model in New York City. Mark's daughter works for the military in the Washington DC area.
He would love to meet with you and discuss how the veteran team at Right Course Wealth Management can help you achieve your financial goals.
Job Titles:
- Administrative Assistant
- Partner
Wanda Anderson shares the Right Course commitment of doing "what's right for the client, each time, every time." As a former office manager for Allstate Insurance in Tucson, Arizona, Wanda ensured outstanding, professional service...
Wanda shares the Right Course commitment of doing "what's right for the client, each time, every time." As a former office manager for Allstate Insurance in Tucson, Arizona, Wanda ensured outstanding, professional service and brings those talents to this position.
Wanda holds an Associate Degree from New Mexico State University. She lives in Falcon, Colorado with her husband and three children. In her spare time, she enjoys family time, travelling, reading and scrapbooking.