At RGO Financial Advisors, we are committed to you, your family, and your future. Our knowledge as both CPAs and Financial Advisors allows us to provide you with critical tax-optimized investment strategies that others simply cannot offer. Most brokers and investment advisors are precluded from providing tax advice, even to their most important clients. Our all-encompassing approach to wealth management focuses as much on tax planning as it does on providing superior, holistic wealth management strategies.
Through our comprehensive approach to wealth management, we provide unique, sophisticated financial solutions designed to address:
Together we will discuss your current investment plan and offer you tax-optimized financial solutions that are customized to meet your unique needs and objectives. These solutions are designed to help you maximize your wealth, protect and preserve that wealth, and successfully transfer your wealth to the individuals and institutions important to secure your legacy.
Securities offered through 1st Global Capital Corp., Member FINRA/SIPC www.finra.org www.sipc.org
Investment Advisory Services offered through 1st Global Advisors, Inc.
We currently have individuals licensed to offer securities in the states of CO, AZ, CA, FL, GA, HI, MO, MS, NV, NY, OK, TX, VA, WA, WI.
This is not an offer to sell or solicit securities in any other state or jurisdiction.
Doug has provided tax and audit advice to the Denver community for over 30 years and financial advisory services for five years.
As a shareholder of Ryan, Gunsauls and O'Donnell, Doug specializes in working with owners of closely-held businesses, construction firms, specialty retail, and professionals in the real estate and mortgage industries.
He heads up RGO's Audit Division, which includes audit, review, and compilation services, and is the managing member of RGO Financial Advisors, LLC.
A native of Colorado and a graduate of Colorado State University, Doug has served on several boards of directors for profit and not-for-profit firms and is a member of the National Federation of Independent Business.
Scuba diving, travel and golf occupy his spare time.
With eight years in financial planning, insurance, and investments, and over 18 years in the commercial real estate finance industry, Mary specializes in insurance (life, disability, long-term care) and retirement and investment planning for individuals and business owners.
Mary hails from Wisconsin and graduated from Carroll University near Milwaukee, with post-graduate work at the University of Wisconsin-Milwaukee and the University of Illinois at Urbana.
She is an active member of the Denver chapter of Commercial Real Estate Women (CREW).
Her husband, Matt, and son, Zach, fill her time away from the office with fun, football, film, and fiddling (aka Zach's violin).
Both Doug and Mary are Certified Public Accountants and Personal Financial Specialists accredited by the American Institute of Certified Public Accountants. Both have earned Series 7 and 66 securities licenses in addition to life, health, and accident insurance licenses in several states. They are both members of American Institute of Certified Public Accountants and Colorado Society of Certified Public Accountants.
Securities offered through 1st Global Capital Corp., Member FINRA/SIPC www.finra.org www.sipc.org
Investment Advisory Services offered through 1st Global Advisors, Inc.
We currently have individuals licensed to offer securities in the states of CO, AZ, CA, FL, GA, HI, MO, MS, NV, NY, OK, TX, VA, WA, WI.
This is not an offer to sell or solicit securities in any other state or jurisdiction.