Ricky Warren
Ricky plays an integral role in supporting clients and advisors throughout the financial planning process with organization, care, and attention to detail.
Organized, detail-focused support throughout the planning process.
Ricky brings more than four years of experience in the financial services industry, having earned his bachelor’s degree in finance from Metropolitan State University.
He plays an integral role in supporting both clients and advisors throughout the financial planning process. His responsibilities include coordinating appointments, maintaining accurate and up-to-date client records, preparing and processing account documentation, and assisting with investment and insurance-related paperwork.
Ricky’s strong attention to detail and commitment to exceptional service help ensure a smooth, organized, and positive experience for individuals and families working toward their financial goals.
Outside of the office, Ricky lives in Denver with his wife, Dakota, and they enjoy skiing at Colorado’s many mountain resorts, attending concerts at Red Rocks, and cheering on the Denver Broncos and Colorado Avalanche.