Stephen R Shanley, CLU®, ChFC®

Wealth Management Advisor


I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.


Suzanne Hedrick

Director of Operations
(970) 926-6650

Suzi is a Colorado native and moved to the Vail area in 1988 with her husband, Ron, and daughter, Chelsea.  When Suzi isn't working, you can find her enjoying the Colorado outdoors spending time at her cabin, mountain biking and skiing.  Suzi also loves spending time with friends, family, and her dog, Gidget.  


Marina Egorov

Client Service Manager
(970) 926-6650

 Marina grew up in Cape Town, South Africa and first moved to the Vail Valley in 2009 for the outdoor lifestyle the mountains offer. She loves to explore the Colorado backcountry year-round on foot, skis or mountain bike. In her downtime, you can find her baking sweet treats or planning her next adventure.


Michele R Shanley

Financial Officer
(970) 926-6650