Team
At Right Course, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
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...
Wanda Anderson shares the Right Course commitment of doing "what's right for the client, each time, every time." As a former office manager for Allstate Insurance in Tucson, Arizona, Wanda ensured outstanding, professional service...
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 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 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...