Jim entered the financial services industry with Prudential Financial focusing on wealth protection. It was there he learned that a solid foundation of protecting your wealth is crucial on the path to wealth accumulation. During this...

Katie graduated from the University of Colorado at Boulder with a Bachelor’s degree in Arts and Science. She has been with Panoramic Financial...

Fara has been with Panoramic Financial Services since 2011. Her focus is investment fund research and portfolio performance analysis. She is a graduate of the University of Northern Colorado in Greeley with a BA from the School of...