We're independent, fee-only, and committed to helping you reach your financial goals.
We're two fighter pilots turned entrepreneurial financial advisors.
Our experiences with the shortcomings of the financial services industry motivated us to turn our education and passion into something that would put clients first, help remove financial uncertainty from their lives, and allow them to pursue their lives’ purposes. We’ve seen how financial plans become meaningless when they only focus on numbers outside the context of your life — a life that’s probably dynamic and constantly changing. We’ve seen how entrepreneurs and business executives are underserved when it comes to crafting a smart financial solution to business startups and unique compensation arrangements. And we’ve certainly seen how expensive investment fees eat away at portfolio returns. So we decided to change that.
- Integrity and Transparency – Integrity first. Doing what’s right remains central to who we are and how we work. We believe in candor and honest communication.
- Uncompromising Service – Service is in our DNA. We believe that clients deserve our utmost care and attention to develop solutions to their unique situations.
- The Fiduciary Standard – Suitability isn’t enough. We are bound to a higher standard that requires us to put our clients’ interests above our own.
- Disciplined Research – Managing risk demands rigorous analysis across the portfolio. We focus on removing the noise from investment strategies to ensure client objectives are being met.
- Focused Execution – We work for our clients. Our methods are deliberate and designed to implement solutions in a coherent manner to meet our clients’ needs.
- Giving Back – Our responsibility of service extends beyond our workplace. We give our time and talents to help those around us.
Meet The Team
Brandon LaValley, MPAS
Brandon LaValley is the heart and soul behind our commitment to an engaging client experience. A critical thinker and problem solver, Brandon helps clients with the design and implementation of comprehensive wealth management solutions to meet their desired goals. He holds the Master Planner Advanced Studies designation and a Master of Science in Personal Financial Planning. Brandon graduated from the U.S. Air Force Academy with a Bachelor of Science in Management. During his career in the Air Force, Brandon flew the T-37, T-6, T-38, and F-16, and he deployed multiple times to support contingency operations across the globe.
Brandon enjoys: This whole “new dad experience”, trying to keep up with his wife Cori on various outdoor adventures, Jason Boland and the Stragglers, fishing, and supporting the amazing startup and Veteran-owned business landscape in Colorado Springs.
Brandon doesn’t really like: Fancy coffee.
Aaron Milledge keeps us focused on research and risk management across our investment solutions. He believes in a balance of rigorous analysis and creative thinking when it comes to delivering investment solutions for clients. Aaron has an MBA from Indiana University’s Kelley School of Business and a Bachelor of Arts in Political Science from Emory University. He is a member of the Erie, Colorado Chamber of Commerce, the Erie Rotary Club, and the Chartered Financial Analyst (CFA) Society of Colorado. Aaron has passed the CFA Level 1 exam. While in the Air Force, Aaron flew the T-37, T-38, and F-15E. He’s supported various operations around the world.
Aaron enjoys: The statistical programming language R, finally accepting that all of his three daughters’ best attributes are from his wife Haley, supporting Veteran education and entrepreneurial efforts in the Denver area, the Colorado outdoors, and working on behalf of his daughter Molly to improve the state of special education services in her school district.
Aaron doesn’t really like: Golf.
Ben Grisamore balances his passion for investing with a genuine desire to help clients achieve their goals. He has a Bachelor of Science in Finance and Banking from the University of Missouri’s Trulaske School of Business. Ben has a background in Client Management and Business Development both in Financial Services and Aerospace. He most recently worked for Boeing, representing General Aviation Aircraft Manufacturers such as Piper, Cirrus, and Diamond. Ben is a member of the Colorado National Guard and serves as a Blackhawk helicopter pilot. Prior to his current role in Army Aviation, Ben was enlisted as a Combat Engineer and deployed to Afghanistan from 2009 until 2010.
Ben enjoys: Being a newlywed, a new dog owner, everything startup related (along the Front Range and beyond), mountaineering, helping Veteran entrepreneurs, and the latest in disruptive business leadership.
Ben doesn’t really like: Brandon and Aaron’s Army jokes.
Investment advisory services are offered through Targeted Wealth Solutions, LLC, a registered investment adviser offering advisory services in the State of Colorado and other jurisdictions where registered or exempted. Registration as an investment adviser does not imply a certain level of skill or training.