As one of the first Accredited Investment Fiduciary™ (AIF) in Colorado, Fran has helped many businesses solve complicated 401k, fiduciary, and retirement planning needs. For nearly 40 years, Fran has passionately helped businesses all over the country and is a strong advocate for local Colorado and Wyoming business communities.

In addition to degrees in Finance and Economics from Regis University, Fran is an Accredited Investment Fiduciary™ (AIF), Qualified Plan Financial Consultant (QPFC), Non-Qualified Plan Consultant™ (NQPC™), and Certified Financial Wellness Professional (CFWP). For over 39 years, Fran has been serving corporate retirement plans and individual’s financial and retirement needs. Fran and his team provide sponsors with streamlined and comprehensive plan governance solutions.

For nearly a decade, Lucas has been dedicated to helping businesses build and manage effective workplace retirement plans that support both company success and employee financial well-being. As a passionate advisor focusing on 401(k) plan consulting, fiduciary oversight, and retirement plan design, he works closely with business owners, HR professionals, and executives to navigate the complexities of retirement benefits while ensuring plans remain competitive, cost-efficient, and compliant.

As a trusted financial advisor, Lucas specializes in implementing and servicing workplace retirement plans, fiduciary consulting, retirement plan design, and guiding employers through strategic plan enhancements that drive better retirement outcomes for their workforce.