WESTERN COLORADO WEALTH MANAGEMENT. CAMBRIDGE - Key Persons
Job Titles:
- DIRECTOR of RISK MANAGEMENT
As a licensed insurance representative, Andrew works closely with clients in the development, analysis and implementation of risk management product solutions. He and his team specialize in helping clients with solutions including annuities, life insurance, health insurance, disability insurance, and long-term care. Clients greatly appreciate his experience and hands-on approach including conducting a needs analysis, reviewing existing products and policies, underwriting and ongoing support.
Brian Penner moved to Grand Junction, CO in the fall of 1992 to attend Mesa State University (now Colorado Mesa University) and play baseball for the Mavs.
After 6 years as an assistant golf pro at the Cedaredge golf course, Tia Rado and Adobe Creek Brian decided it was time for a change. He quickly studied and passed his insurance exam. Brian was first employed Humana in 2005. He received a lot of great training especially in the Medicare market during his 6 years as a career agent. Brian left his job in 2011 so he could be a broker and offer multiple companies to his clients.
Brian Penner has a passion to help his clients and provides annual reviews.
Brian has been married for 11 years, has two beautiful daughters and a really cute dog!
*Brian is not affiliated with Cambridge Investment Research.
Job Titles:
- Account Services Specialist
Job Titles:
- CLU, ChFC / TRUST, ESTATE, BUSINESS & TAX PLANNING
Eric serves as a subject matter expert on topics related to life insurance, qualified and non-qualified retirement plans, business, estate, and tax planning***. He spent years serving as the director of advanced markets at a global financial services company, focusing on design and implementation of strategic solutions for clients. Eric also has 12 years of experience with two CPA firms, where he designed and administered qualified and non-qualified deferred compensation plans. He also served as a trust officer at a major bank and has experience in estate and trust planning.
I am a Colorado Native and I love living by the mountains. My husband, Adam, and I have been together for 15 years and we have been blessed with two handsome little boys.
Camping is one of our favorite things to do. I am an office assistant here at Western Colorado Wealth Management and so thankful to be a part of this amazing team.
I am on the road to becoming a financial advisor and look forward to serving our clients and the community.
Katrina is relatively new to the financial industry, but not to fostering relationships. Developing strong relationships is the foundation of everything she does, both professionally and personally. Prior to her position as an Office Manager for Western Colorado Wealth Management, she was working in education; first as a teacher then as an academic advisor. She is a proud alum of Champan University (B.S. in Computer Information Systems) and University of Redlands (M.S. in Interactive Telecommunications).
Even though she is a native Oregonian, she loves calling Colorado home. The diverse landscape is an endless playground for doing all the things she loves; UTVing, hiking golfing, biking, camping and enjoying beautiful sunsets. She also loves bingeing a good series, watching the Nuggets or Broncos play, curling up with one of the cats and a good book, trying a new recipe in the kitchen and gathering with friends and family. Family is by far the biggest blessing in her life. She is so grateful for her loving husband Scott, kids, parents and fur babies.
Job Titles:
- DIRECTOR of CLIENT OPERATIONS
Micaela manages Operations and Paraplanning teams. She has been in the financial services industry for over two decades, specializing in operations support. Micaela's previous role was with another financial institution, working with advisors on brokerage and advisory-related issues.
Scott Steiner has been dedicated to serving his clients since 1996. Scott graduated from The American College for Financial Planning and has his LUTCF designation. As a Registered representative, Scott's mission is to help his client's structure and implement a financial strategy that is specific to their individual and family goals and needs.
Scott focuses on Estate organization, Business Continuation, Education Savings, and Long-Term Care solutions. He uses a variety of vehicles to accomplish this, including: Mutual Funds, Annuities and Life Insurance, Disability and Long-Term Care Insurance plans.
Scott takes pride in being an active member of his community. He is a Colorado native and a 1987 graduate of Mesa State College in Grand Junction, Co. He is recently married to Katrina, and together they have four children. Annessa, Alex, Emily, and Hannah. They have a Bernadoodle, Chaka, which is our newest addition. Scott enjoys time the most with Katrina, the children and family and friends!
Scott's interest's include coaching Soccer and basketball, (middle school age mostly) Mountain Biking, golfing, and going out to the great outdoors on their side by side. He is highly active and loves to volunteer for a great cause and was a youth group volunteer for seven years.
Scott is not registered as an Investment Advisor Representative and cannot offer advisory products or services in that capacity.