Kristen has a degree in Accounting and Finance from Fort Lewis College and has returned back to financial services after spending some time in corporate America and owning a couple of small businesses. She can relate to just about everyone’s situation because she has experienced it. One of the biggest reasons why she came back […]
The Five Rings educational model is a perfect fit for Ron with his more than 20 years in public education as a teacher, coach, counselor and administrator. He also spent more than 10 years as an international teacher trainer for many educator professional development programs. These experiences helped him develop strategies that not only educate […]
Jack began his career in 2005 in his home town of Brighton, CO. He has experience as an Agent and National Agency Leader. He merged his company, The Family First Agency, with Five Rings Financial in 2012. He launched our first Texas headquarters in Dallas in January of 2015 and was recognized by lifehealthpro.com as someone that is […]
Andre is passionate about working with his clients and is an expert at creating valuable strategic partnerships with financial, legal, tax, insurance, healthcare and other professionals to add mutual value to each others business and clients. With an extensive background in franchising (over 20 years) and business ownership, he enjoys teaching others to be successful in business […]
Rudy comes to us via the University of Colorado with a BA/BS in Accounting. Rudy is in his third and final career. His first career, 1981-1995, was in the automobile industry where he held positions of Sales Manager, General Sales Manager and Finance Director for some of the top automobile dealers in America. His second […]
After attending Mike Wilk’s Money 101 Workshop in January 2011, Mary was compelled to invite others to hear the message. Wilk’s education-based, down-to-earth approach won her over. Mary has been instrumental in the development of thriving agencies across the United States, including Virginia, D.C., Florida, North Carolina, Kentucky and Texas. She has touched hundreds of […]
Mark obtained his first financial services license in 1980 working for a national firm. In 1990, he transitioned into sports marketing with the Colorado Rockies, Coors Brewing Company and Roller Hockey International. With 10 years of corporate environment experience, in the fall of 2008, Mark was introduced to Mike Wilk and the Five Rings Leadership […]
Lyall has over 30 years’ experience as an entrepreneur, starting his career in 1982 in Scottsdale, AZ with IDS/American Express. Over 13 years ago he changed his focus when he was blessed with the opportunity to help Mike Wilk launch Five Rings Financial. His goal is to help each client implement safe retirement strategies with income that […]
With a diverse background in computer science, stock options trading, FOREX trading, tax free retirement, project and risk management, Gustavo utilizes his skills to help clients create and protect wealth. He has a passion for teaching people about money and is an active speaker on finances. He brings a fresh approach to discussing money with […]
Heather has an extensive 30-year background in finance, as a Property Tax Management Consultant, Mortgage Loan Officer and a Business & Group Benefits Specialist. Heather is a consummate professional who thrives at finding solutions, and maximizing benefits, for her clients. She strives at doing, and being, the best at everything she undertakes. She is a true […]
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