Life Well Lived Financial Group™

We Simplify Life So You Can Do More of What You Love^®

Personal guidance towards a Life Well Lived

We provide an excellent experience for our clients to help you achieve a better life. Our goal is to increase your peace of mind by creating legacies, simplifying transitions, and planning for the unexpected.

Life Well Lived Financial Group™ Recognized as a Best-in-State Wealth Management Team by Forbes*

*Life Well Lived Financial Group™ provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients.

Our Values

Kind and Thoughtful

Always Growing

Live Life to the Fullest

Service to our Community

Our Living Values Planning Process

Life

We review your goals and update your progress. Identify what to do to achieve your goals.

Wealth

We dive deep into your portfolio, and make sure you understand how you’re doing, the level of risk, and how the assets tie to your goals.

Legacy

We work with your attorney to make sure your estate plan is up to date, your beneficiaries reflect your wishes, your protection needs are addressed, and your employer benefits are optimized.

Strategy

Understand what tax planning strategies might be available and review these with your tax professional. Review of your planning strategies and determine the focus for the upcoming year.

Our Team

*Life Well Lived Financial Group™ is led by Paul D. Franco, CFP, ChFC, MBA, BFA, APMA. The team also includes financial advisors Roberta F. Daugherty, CFP, ChFC, CLU, BFA, APMA , Joe Strike, CFP, Chuck Maher, CFP, Eddie Vigil, RFC, and support staff Kimberly A. Cavaliere, Business Entity Director, Dorian Adams, Client Service Specialist, April Zubriski, Practice Relationship Specialist, Aubrey Kotulock, Client Relationship Manager, and Chris Broyles, Relationship Manager.
Serving the Front Range community for over 20 years.

Paul Franco

Founder and Visionary

Roberta Daugherty

Financial Advisor, CFP®, ChFC®, CASL®, CLU®, BFA, APMA

Joe Strike

Financial Advisor, CFP®

Chuck Maher

Financial Advisor, CFP®

Eddie Vigil

Financial Advisor, RFC®

Chris Broyles

Financial Advisor

Kimberly Cavaliere

Business Entity Director, Series 7, Series 66, Colorado Notary

Dorian Adams

Client Service Specialist

April Zubriski

Practice Relationship Specialist

Aubrey Kotulock

Client Relationship Manager, Colorado Notary

Forbes “Best-in-State Wealth Advisors” (January, 2024) and “Best-in-State Wealth Management Teams” (January, 2024). rankings were developed by The ranking for this list by SHOOK Research and is based on due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes/SHOOK Research are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.

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We Simplify Life So You Can Do More of What You Love®

Personal guidance towards a Life Well Lived