The Solution NetworkSuccessful people understand that in a complex world you must surround yourself with experts in various fields. Our team of independent advisors includes CPA’s, Estate Planning Attorneys, Mortgage Advisors, Investment Managers, Insurance Experts, Estate Services, Pension Consultants, and an Independent Automobile Broker. James O. Lunney, CFP, CEP James O. Lunney is a Wharton Business School Certified Investment Management Advisor graduate with over 27 years of investment management experience. Jim’s Bachelor of Science degree is in Business Management from Montana State University. In addition to being a CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP) and a Certified Estate Planner (CEP), Jim is also a Registered Investment Advisor (RIA). Jim is the creator of The Wealth Planning Strategy™, a custom designed thinking process that incorporates tools, techniques and systems that provide the firm’s clients with direction, capability and confidence. When Jim is not working, he and his wife of 27 years, Elaine, enjoy skiing, biking and relaxing with their two daughters, Tiffany (20) and Brittany (17) at their vacation home in Vail, Colorado. Mark G. Trevenna Mark Trevenna is a University of Montana / Montana School of Mines graduate with a Bachelor of Science degree in Business Finance. Mark is also a Certified Estate Planner (CEP). Mark adds over two decades of investment management wisdom and experience to the clients of The Wealth Strategies Group. His comprehensive investment plans address all aspects of each client’s retirement, investments, estate and charitable planning needs via The Wealth Planning Strategy. Mark lives in Littleton, Colorado with is wife of 20 years, Sheri and their two sons, Eric (12) and Evan (8). Lori Amunson Lori Amunson brings over 23 years of extensive hands-on experience in the Financial Services Industry with the last eleven at The Wealth Strategies Group. Lori focused on Business Administration and received a Bachelor of Science degree from Western Iowa Tech. Lori prepares account asset allocation reviews, organizes records for annual Compliance Audits and Licensing Registration requirements. Lori lives in Littleton, Colorado with her two children, Danielle (17) and Joshua (13). Lisa Valdez Lisa Valdez adds twelve years of investment industry experience to The Wealth Strategies Group. She holds a Series 7 Brokerage License and has coordinated client transactions through our trading desks in San Diego and Boston since starting with The Wealth Strategies Group in 2000. In addition to transaction entry and follow through, Lisa maintains and updates our extensive, highly sophisticated client database software ensuring that our computer network is up to date with the latest technological advancements. Lisa and her husband of 15 years, Troy, have a 12 year old daughter, Hailey. They live in Highlands Ranch, Colorado. Elaine Lunney, MBA Elaine Lunney brings twenty-seven years of business wisdom to The Wealth Strategies Group, fifteen years in Corporate Accounting and twelve years in The Wealth Management Group. Elaine’s Bachelor of Science degree is from Montana State University in Business Finance. She earned her Masters of Business Administration (MBA) from The University of Phoenix. Elaine’s accounting background combined with her education in finance make her a very capable research assistant. Elaine is married to Jim and they live in Littleton, Colorado. Donald A. Burkhardt, Esq. Don Burkhardt has been licensed to practice law in Colorado since 1989. Don received a Bachelor of Arts degree from Dartmouth College. Don graduated from Denver University College of Law in 1989. Before joining in his family’s law practice, started by Donald H. Burkhardt in 1980, he was associated with the law firm of Faegre & Benson. Don’s exceptional knowledge of the Internal Revenue Code and Estate Planning Law assures clients their ownership structure will be well thought out. Structures are put in place to deter frivolous lawsuits. Strategies are created to include the most tax efficient transfer of assets in life, as well as at the time of passing. Don lives in Denver, Colorado with his wife, Kristal, and their two sons, Jeffrey (10) and Alex (8). G. Lee Runnion, CPA G. Lee Runnion, CPA, is a graduate of Metropolitan State College. Lee brings a quarter of a century of professional accounting services to The Solution Network. In addition to her Bachelor of Science degree in Accounting, she did post graduate work in Finance at The University of Colorado / Denver. Lee became certified as a Public Accountant in 1983. She works with small businesses and individuals in the areas of accounting, tax planning and compliance. Nancy McCoy Nancy McCoy obtained her Masters degree in Business (MBA) from The University of Colorado. She is a member of the American Society of Pension Professionals & Actuaries. Nancy has worked exclusively with retirement plans since 1991. Nancy brings in depth experience in retirement plan design, preparation of plan documents, compliance and testing to The Solution Network. She is experienced in 401(k) plans, 403(b) plans, Profit Sharing Plans, Money Purchase Plans and Government Plans. Nancy resides in Denver, Colorado. Donald C. Milliman, CLU Donald C. Milliman adds 37 years of industry experience to The Solution Network. Don’s Bachelor of Arts degree is from The University of Denver. He has had the prestigious Charted Life Underwriter (CLU) designation for nearly 32 years. Many clients of our firm are unaware that a potential disability can be more financially devastating than the passing of a high earning family member or business. Don’s role is to structure a layer of protection into the overall structure to prevent this possible event from devastating a well thought out investment strategy built on the premise of The Wealth Planning Strategy. Robert P. Faraci, M.D. Dr. Faraci was a practicing trauma and vascular surgeon for 20 years. He has also worked as Medical Director for regional and national insurance companies for 18 years. Being well versed in the intricacies of HMO, PPO, Indemnity Insurance and Health Savings Accounts allows him to be your advocate to find a heath coverage policy that fits your Wealth Planning Strategy structure. Bob and his team come to you at no charge in The Wealth Strategies Group Solution Network. Mike Reinker Mike Reinker brings over 32 years of mortgage experience to The Solution Network. The complications of past mortgages and the effects changing interest rates have on new mortgages makes it prudent to have someone you can trust on your side. As each of our life stages change our mortgage needs change too. It is valuable to have Mike’s expertise in home, second home, income property and business mortgages through The Wealth Strategies Group. Randy Palser Clients of The Wealth Strategies Group are both busy people and people who would rather invest their life in what they enjoy. Finding the best automobile at the best price is not usually in that “enjoy most” description. As an independent business owner, Randy brings an unbiased approach to The Solution Network. This approach allows our clients to take an objective look at any make, model, new or used automobile knowing they will save both time and money. Kathleen Barr CSA, CLTC With Kathy’s 30+ years as an independent insurance consultant, her expertise helps her to match individuals and business’s to insurance companies to meet their specific needs. As a CSA (Certified Senior Advisor) and a CLTC (Certified Long Term Care Specialist) Kathy consults on Long Term Care Financial Planning and the complicated Medicare issues for senior’s aging into Medicare. Monthly Medicare Seminars are posted on the website. Kathy’s dedication to educate her clients to be “Consumers of Health Care” and providing exceptional customer service distinguishes her in the industry. |
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