7755 Center Avenue
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Kate Gregory Walker, CFP®, is President and owner of Gregory Advisors Incorporated, specializing in helping clients maximize their finances through appropriate strategies, Kate is dedicated to helping people make smart financial and...
Investment Advisor Representative
Angel serves as an Investment Advisor Representative at both Gregory Advisors Incorporated and RAI Wealth Management, where he has dedicated his career to help guide individuals and families towards prosperous financial futures. ...
Back Up Manager
Jim is a Certified Financial Planner, an Accredited Asset Management Specialist and President of RAI Wealth Management. He serves as a Back Up Manager for Gregory Advisors Incorporated in the event Kate Gregory is indisposed. Jim began...
Gregory Advisors Incorporated Corporate Secretary
Adrianna has been working with her parents helping them with educational events and marketing projects since the age of eight. She has earned her Masters in Speech Language Pathology, but continues to enjoy assisting the family firm...
Over the course of 30 years we have developed working relationships with highly qualified specialists to provide exemplary service to our clients.Gregory Advisors Local Strategic Partners...
Ted founded his financial planning practice in 1980 and earned the Certified Financial Planner® designation from the College of Financial Planning in Denver. He established the focus of his practice as a provider of in depth...