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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do, and we feel this provides increased benefits to our clients.

Meet Our Team

Grand Junction Branch

Scott Steiner

Scott Steiner

Financial Professional

Katrina  Steiner

Katrina Steiner

Office Manager

Carol  Martinez

Carol Martinez

Account Services Specialist

Heidi Prockish

Heidi Prockish

Administrative Assistant

Brian  Penner*

Brian Penner*

Licensed Medicare, Life Insurance Agent

Eric  Johnson, JD*, CPA, CLU, ChFC

Eric Johnson, JD*, CPA, CLU, ChFC

Trust, Estate, Business & Tax Planning**

Andrew  Jensen

Andrew Jensen

Director of Risk Management*

Micaela Chase

Micaela Chase

Director of Client Operations*