Strategic Alliances

 
  • Ray Shaffer

    President
    Founder

  • William "Bill" Sheets

    Colorado State University
    Office of Gift Planning

  • Robert "Bob" Kendall

    Chief Quantitative Analyst
    VPM Partners

  • Mitchell "Mitch" Wood

    President
    Liberty Advisor Managed Assets, Inc.
    Chief Operating Officer
    Counsel Wealth Management Inc.