Team

Background

Growing up around family steel fabrication, animal health, and wealth management businesses, Colby learned from an early age that working hard and having a positive vision are two extremely important attributes in business and in life. He believes these attributes help you build meaningful relationships and make a true impact in the world. 

Colby was born and raised in Northern Colorado. He graduated from Fossil Ridge High School in Fort Collins and then the University of Colorado in Boulder. After three years of working in Boulder, Colby came home by partnering with his father Tony and becoming a Financial Advisor at Peakview Wealth Management in 2021. He also serves on the NoCo Foundation's Finance Committee. Colby met his wife Danielle at CU and she is a Pediatric Occupational Therapist in Greeley. Together, they enjoy spending ample time with family, serving together at their church, and staying active in the outdoors.

Biography

Colby started in the wealth management industry in 2018. Before joining Peakview Wealth Management, he worked on multiple advisory teams for high-net-worth individuals at two of Colorado's largest independent wealth management firms. Colby graduated with distinction from the Leeds School of Business at the University of Colorado, concentrating in Finance and Financial Planning. He has also completed Executive Education in Investment Management at the Yale School of Management. 

Colby is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Investment Management Analyst^® professional. These two highly recognized industry designations demonstate advanced education in the fields of financial planning and investment management. Colby serves a diverse set of clients including early to mid career professionals, pre-retirees, retirees, and mulitple generations of families. His expertise includes financial planning, portfolio management, tax planning, insurance planning, estate planning, and small business retirement plans.

*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.

My Background

Growing up and working in the family business taught Tony so many valuable lessons. He 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, Tony was raised to never take anything for granted. His parents came to America after World War II with essentially nothing. With years of extreme hard work and persistence, Tony's parents made a great life in this country. After returning from the Korean War, Tony's dad started out as an apprentice in the steel fabrication industry. After years of learning the trade, his 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. His parents look back and remember what little they came with, but Tony's dad always taught him to look forward towards a vision.

After studying economics at the University of Colorado in the late 80’s, Tony worked in the family business for 11 years. While attending CU, his passion became the financial markets. After leaving the family business, Tony began his career as a Financial Advisor in October of 2000. This was the end of the 90’s Tech bubble and right before September 11^th. Many viewed this period as “tough mountains to climb”, but Tony believed it was a great time for an education in the financial markets.

Tony is a native Coloradoan and moved to Northern Colorado in 1988. His wife, Carrie, was a Ft. Collins Policewoman for over 24 years. Tony's oldest son Colby is married and operates Peakview Wealth Management with him. His youngest son Garrett graduated from CU and lives in Fort Collins. Tony's oldest step-daughter Payton graduated from Colorado Mesa University and lives in Greeley. His youngest step-daughter Megan is married and lives in Cheyenne.

Biography

Tony began his financial career with A.G. Edwards in 2000. After six years, he became the co-branch manager. 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, Tony was recognized as a Senior Investment Advisor – Investment Officer and earned the prestigious Premier Advisor designation.

Tony truly felt the next best step for his clients and business was to become an independent advisor. In 2018, he affiliated with LPL Financial and formed Peakview Wealth Management. Tony carries 26 years of experience managing clients' finances pre and post retirement. Focusing on portfolio management, financial planning, business succession counseling, insurance analysis, and estate planning, Tony understands the unique needs of affluent individuals along with families.

Biography

Vania possesses over 18 years of experience in administrative support along with project management. She holds an Associate Degree in Paralegal Studies from Broward College in Florida. Prior to joining Peakview Wealth Management, Vania worked for a medical device manufacturer as a Project Specialist. She also worked for a national buying group based in South Florida, providing administrative support. Vania has served as a court appointed Guardian Ad Litem, advocating for children in the foster care system.

Originally from South Florida, Vania moved to Loveland with her husband and two kids to enjoy the beauty of the mountains along with the wonderful climate. She aims to be a helpful resource for clients, assisting in resolving any questions or concerns in a prompt and personalized manner.