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About Us

Rocky Mountain Financial Services goes beyond traditional financial planning to not only reach your goals, but to achieve maximum wealth.

Our Story

Transforming Financial Dreams into Reality

Over the years, Rocky Mountain Financial Services has forged lasting partnerships with our clients, crafting tailored financial strategies to help them attain their objectives and optimize their wealth. Our extensive experience has equipped us with a profound understanding of financial approaches and planning techniques. We remain passionately dedicated to continually broadening our expertise to benefit our existing and prospective clientele. By entrusting us with your financial planning, you can confidently embark on a journey towards financial prosperity, secure that our unwavering commitment and up-to-date insights will guide you every step.

Our Team

Meet The Founders

Jerry Biegler, ChFC®

Over the years, Jerry has enjoyed working with his clients to plan for their financial future and realize their dreams. His experiences have allowed him to become knowledgeable about most financial products and planning methods. However, he never tires of expanding his knowledge for the benefit of his current clients and the additional clients that he hopes to work with in the future.

Jerry’s concern for his clients and the fact that they feel at ease around him stems from his humble upbringing. He was raised on a small family farm in North Dakota. As the youngest boy of 16 children, he watched his mother struggle to keep the farm after his father passed away. This experience has fueled his passion to encourage others to provide for their families, not only in the event of their death, but to help them create and enjoy the maximum wealth during their lifetime. At 17 Jerry enlisted in the Navy. He then attended the University of Wisconsin and graduated with a degree in History and Political Science. After graduation, he moved to Colorado and began his career in financial services.

Jerry lives in Colorado Springs with his wife Vicki, who has been by his side in life and work for over 20 years. He is an active member of his church and enjoys supporting charitable endeavors for single moms and children. His greatest source of joy has been watching his 3 children grow up and welcoming two grandchildren. He enjoys spending time with his family, especially when it involves hiking, skiing, or sailing.

Vicki Biegler, MBA

Vicki’s diverse background in banking, small business consulting, and financial planning made her a natural fit for Rocky Mountain Financial Services. She developed a desire to help others achieve financial security and pursue their dreams when she was young, as she observed her father run a business and participate in several entrepreneurial endeavors. Understanding the unique challenges and rewards of entrepreneurship, Vicki is committed to providing tailored solutions that meet the specific needs of each client.

Vicki finds great fulfillment in getting to know clients, preparing plans to help them achieve their financial goals, and observing their progress over time. She has a unique passion for reviewing tax returns and other financial documents to identify opportunities for improvement of the overall financial picture.

Vicki holds a Bachelor of Science in Business Administration from the University of Delaware and a Master of Business Administration from the University of West Florida.

In addition to her professional achievements, she is an active member of her church and enjoys participating in Bible studies with other women. During her free time, Vicki enjoys hiking, group fitness classes, traveling, and visiting the beach. She has three grown children and two grandchildren, which brings her immense joy.

GeoWealth Asset Management

INVESTMENT MANAGEMENT PARTNER

Part of our team is GeoWealth, an SEC-registered investment advisor who provides portfolio management services to our clients. These services include portfolio construction, trading and rebalancing, account administration, performance reporting, and billing. We are excited about our relationship with GeoWealth. Partnering with their team of portfolio management specialists allows us to dedicate more time to serving our clients. We selected GeoWealth because of the experience of their team, the depth of their capabilities, and the objectivity of their advice.

Their investment team includes:

Jennifer Wing, MBA

As the Chief Investment Officer and Head of Investment Solutions, Jen is responsible for delivering on the broad range of investment needs of GeoWealth’s clients. She draws from 15 years’ experience at J.P. Morgan in various positions in wealth management and due diligence.
Jen received a Master of Business Administration from the Wharton School at the University of Pennsylvania and a Bachelor of Science in Finance from the Smeal College of Business at the Pennsylvania State University.

Scott Mackillop, JD

Prior to becoming a Strategic Advisor with GeoWealth,Scott was the founder and CEO of First AscentAsset Management, which is now part of GeoWealth. At First Ascent he developed ideas for better serving financial advisors and their clients, and guided the process of turning those ideas into reality. Prior to First Ascent, Scott served as the leader of five firms that provided portfolio management services to financial advisors. He started his career as an attorney in Washington, DC practicing securities and ERISA law.

Scott received a Bachelor of Arts from Stanford University and a Juris Doctor degree (with honors) from George Washington University. He is an Ambassador for the Institute for the Fiduciary Standard and an award-winning author who has written over 200 articles and papers on topics of interest to financial advisors.

Our Process

At Rocky Mountain Financial Services, our client-centered process focuses on understanding your unique needs and goals while adapting to your evolving financial situation. We help you navigate your financial journey, coordinate your resources, and achieve optimal results. 

Introductory Conversation

Our goal for this meeting is to determine if working together would be a good fit. By asking questions and actively listening; we take the time get to know you, understand what you want to accomplish, and learn what is important to you. You will gain an understanding of what you can expect if you work with Rocky Mountain Financial Services. 

Information Collection & Organization

In this stage, we’ll request detailed information, examine financial and legal documents, acknowledge potential obstacles, and refine your objectives. Our  analysis will identify areas for improvement, and reduce complexity. We’ll also focus on minimizing wealth erosion factors, such as taxes, fees, and unnecessary costs. Ultimately, an organized picture of your current financial situation and an outline of the objectives that you wish to accomplish will be presented.

Design Your Custom Plan

Rocky Mountain Financial Services goes beyond traditional financial planning to design strategies that not only achieve your goals but maximize your wealth. We will design a custom plan that coordinates all aspects of your financial life (protection products-liability, disability, and life insurance; wills, trusts, business entity selection, and other legal structures; investments and retirement plans; real estate; business assets; cash flow; and debt). Throughout this stage, ongoing education is provided so that you are informed and comfortable before moving forward.

Strategy Implementation

Now it’s time to put the plan into action! We will assist you in implementing the most effective strategies to reach your goals and grow your wealth. This may include collaborating with a network of professionals, such as attorneys, accountants, portfolio managers, and other specialists, to ensure the optimal outcomes are achieved.

Ongoing Review & Relationship Building

In this ongoing phase, we’ll conduct periodic progress assessments, with a minimum of annual meetings, to make any required financial adjustments. As we stay attuned to changes in your situation, we encourage open communication and welcome your calls whenever challenges or opportunities emerge, fostering a strong and collaborative partnership.

Start Now

Let’s Create Your Custom Financial Plan

Ready to start feeling more confident about your finances and living your life to the fullest? Meet our experienced team.

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Colorado Springs, Ca
  • 5225 N. Academy Blvd., STE 300 Colorado Springs, CO 80918
  • 719-265-9665
  • 719-591-2912
  • M-F 9AM-5PM; By Appointment
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Investment advisory services provided by Sustainable Wealth Strategies, LLC. Sustainable Wealth Strategies, LLC (“SWS”) and Rocky Mountain Financial Services, LLC (“RMFS”) are affiliated entities. SWS is a registered investment adviser offering advisory services in the State of Colorado where registered and in other jurisdictions where exempted. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by RMFS or SWS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

Registration does not imply a certain level of skill or training. Investing in securities involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. Income solutions involving insurance products are dependent on the claims paying of the underwriting institution, may be less liquid, and may not adjust for inflation. The benefits, risks, and costs should be considered carefully before investing.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of RMFS or SWS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

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