Team Tony RipsamCERTIFIED FINANCIAL PLANNERTM LPL Financial Advisor (970) 800-3432 (970) 278-5823 Tony.Ripsam@lpl.com My BackgroundGrowing up and working in the family business taught me so many valuable lessons. I was taught that with a lot of hard work, you can find your way if you have a passion and a vision. Being a first-generation American, I was raised to never take anything for granted. My parents came to America after World War II with essentially nothing. With years of extreme hard work and persistence, they made a great life in this country. After returning from the Korean War, my Dad started out as an apprentice in the steel fabrication industry. After years of learning the trade, my parents established a Steel Fabrication business in Northern Colorado. What started out as a Mom and Pop shop grew to a business with over 70 employees at two different locations. I’m sure my parents look back and remember what little they came with, but my Dad always taught me to look forward towards a vision. After studying economics at the University of Colorado in the late 80’s, I worked in the family business for 11 years. While attending CU, my passion became the financial markets. After leaving the family business, I began my career as a Financial Advisor in October of 2000. This was the end of the 90’s Tech bubble and right before September 11th. Many viewed this period as “tough mountains to climb”, but I believed it was a great time for an education in the financial markets. I’m a native Coloradoan and moved to Northern Colorado in 1988. My wife, Carrie, has been a Ft. Collins Policewoman for over 18 years. My oldest son, Colby, is married and works with me at Peakview Wealth Management. My youngest son, Garrett is a Senior at the University of Colorado. My oldest step-daughter, Payton is a Senior at Colorado Mesa University in Grand Junction. My youngest step-daughter, Megan, is a Junior at the University of Wyoming.My BiographyI began my financial career with A.G. Edwards in 2000. After six years, I became the co-branch manager and a CERTIFIED FINANCIAL PLANNER™. A.G. Edwards was purchased by Wachovia in 2007. Shortly thereafter, through the Financial Crisis of 2008-2009, the firm was purchased by Wells Fargo Advisors. Soon after, I was recognized as a Senior Investment Advisor – Investment Officer and earned the prestigious Premier Advisor designation.I truly felt the next best step for my clients and myself was to become an Independent Advisor. In 2018, I affiliated with LPL Financial and formed Peakview Wealth Management.I have a wealth of experience in managing your pre and post retirement needs, the special needs of high net worth clients in the areas of portfolio management, wealth transfer, business retirement and succession planning, charitable giving and estate investment planning. Colby RipsamCERTIFIED FINANCIAL PLANNERTM, Certified Investment Management Analyst(R) LPL Financial Advisor (970) 800-3432 (970) 278-5823 Colby.Ripsam@lpl.com My BackgroundGrowing up around family steel fabrication, animal health, and wealth management businesses, I learned from an early age that working hard and having a positive vision are two extremely important attributes in business and in life. These attributes are the foundation where thoughtful relationships are built and where reliable support can serve the important needs of others.I was born and raised in Northern Colorado. I graduated from Fossil Ridge High School in Fort Collins and then the University of Colorado in Boulder. I met my wife Danielle while attending college and we got married after graduating. I am very thankful that I was able to attend college, find my partner in life, and begin my career working at several wealth management businesses in Boulder all while staying relatively close to family. In 2021, Danielle and I officially “came home” by shifting our careers to Northern Colorado. Working alongside my Dad and serving clients at Peakview Wealth Management excites me every day. Danielle thoroughly enjoys helping children as a Pediatric Occupational Therapist in Greeley. We sincerely love living near all our family in Northern Colorado.My BiographyI graduated with distinction from the Leeds School of Business at the University of Colorado, concentrating in Finance and Financial Planning. I have also completed Executive Education in Investment Management at the Yale School of Management. Before joining Peakview Wealth Management, I worked on multiple financial advisory teams for high-net-worth individuals at two nationally recognized wealth management businesses in Boulder.I am a CERTIFIED FINANICAL PLANNERTM and a Certified Investment Management Analyst® professional. I have diverse experience helping a vast range of clients manage their finances when in retirement, working towards retirement and during significant life events. My expertise includes financial planning, portfolio management, estate investment planning, insurance planning, and small business succession planning in addition to company retirement plans. Genevieve Schaefer LPL Registered Administrative Assistant (970) 800-3432 (970) 278-5823 Genevieve.Schaefer@lpl.com My BiographyI have lived in Colorado for my whole life and graduated from Colorado State University with a degree in Business Management and a concentration in Entrepreneurship. I have worked over 13 years in customer service and office administration. I received my Series 7 license in 2014 and have been a licensed administrative assistant for over 7 years. I enjoy working with and attending to the needs of all clients while aiming to always provide the highest level of service.