Founder - Managing Director
Jeff has a mission to provide every client with targeted, detailed financial advice using the SFG Vista Process. He understands that he can't be all things to everyone, but instead focuses on being the “personal CFO”...
Senior Client Experience Specialist
Rae Jean ensures our team cultivates, maintains and strengthens relationships throughout our practice. She earned a Bachelor of Science Degree in Mathematics from University of Northern Colorado and has...
Director of Operations
Managing Director, Advisor Services
Director of Business Development
Director of IT
Managing Director, Investments & Advisory Solutions
Chief Compliance Officer
Managing Director, Human Resources
About Speicher Private Wealth:
Speicher Private Wealth is an independent Financial Group located in Durango, Colorado. We are a boutique firm committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients. We endeavor to know and understand our client’s financial situation and use a process driven business model to provide only the highest quality information, services, and products to help each of our clients to reach their goals.
Prospera Financial Services is all about supporting the business of independent financial professionals. They strive to provide a superior menu of investment choices, leading-edge technology, indispensable financial tools, expert investment planning and advice, and personalized service — so firms like Speicher Private Wealth can bring their clients the same. Affiliated with one of the largest clearing firms in the country, First Clearing, a wholly owned subsidiary of Wells Fargo, Prospera’s resources are world-class.