David M Freitag
Wealth Management Advisor|CLU®, ChFC®, CFP®, RICP®
We Plan, You Live!
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Christopher R Preston
CLU®, RICP®, CFP®
Director of Investment Operations
Chris Preston joined the team in February 2013 bringing 4 years of prior planning, investment and insurance industry experience with him. His responsibilities include managing business operations, planning and insurance services; new account establishment; and advisory oversight, review and communications.
Anna Bechtold
Office Manager
Anna joined our team in March of 2024, bringing years of experience in B2B client relations and a background in management, logistics, and administration. She supports David Freitag and Chris Preston with the daily business operations and client support.
Anna is a dog-loving, animal rescue advocate and an avid reader. She is a Colorado native and lives near the foothills in West Denver with her longtime partner, Juan and their two dogs. They love to hike, camp, and attend live music in their free time.