Our Team

Actively Engaged & Personally Accountable

The Right Course Wealth Management team is a small, experienced group that values accountability, clear communication, and staying actively involved with the people we serve. Each team member brings hands-on experience and a practical mindset, helping simplify complex financial decisions and support clients through every stage of life. Together, we deliver thoughtful, accountable service that helps clients stay on the right course to their goals.

John Anderson

Financial Planner / Managing Partner

719-532-0570

719-532-0796

john@rtcourse.com

John enjoys assisting clients in all phases of financial planning: portfolio creation, accumulation, preservation, and distribution. Each phase of the financial process has different financial instruments that should woven into your...

Mark Wallace

Financial Advisor

719-659-1793

719-532-0796

mark@rtcourse.com

Mark has a passion for helping people achieve their financial goals. He specializes in wealth accumulation, retirement, college savings, life, and health insurance. Mark’s work as a Christian minister for over 30 years has...

Andrea DeLuca

Insurance Specialist

719-332-4221

719-532-0796

andrea@rtcourse.com

Andrea is licensed as a life and health insurance specialist. Helping people is her passion. Andrea’s goal is to provide clients with the highest quality of service and products tailored to meet the individual’s, families’ and business...

Brianna Ziegler

Registered Administrative Assistant

(719) 532-0570

brianna@rtcourse.com

Brianna is a Series 7 and Series 63 licensed administrative assistant at Right Course. She graduated in 2016 from the University of Colorado at Colorado Springs with a Bachelor’s Degree in Finance. Her previous position at...

Have a Question?

Name

Email

Address

Phone

Question

Thank you!

Oops!

Chart Your Course With A Holistic Approach

Learn About Us

Focusing On Growth To Get You The Most Value

Our Approach

Get Clear Direction, Priorities & Next Steps

Schedule A Meeting