New Photos

Here is a shot of Dennis finishing his book up at Galt’s Gulch.  

Why We Use

We get asked about CRM software (client relationship management) all the time because Dennis is always harping on the benefits of integrating a CRM to support your client service matrix. The truth is we were using for most of … READ ON >

Advisor Interview – Evan Shear

I will admit that sometimes I need encouragement. Sometimes I need to have someone to say to me “Hey – I agree with you, I do what you say to do and it works and no you are not crazy … READ ON >