David Amiot, CFP^®, CRPC^®

How do I help our clients live a richer life?
My goal is to help clients achieve their vision of financial freedom by working alongside them on the path to and through retirement. I like to get to know what my clients are truly passionate about, and then build a financial plan that helps support their overall goals. I work to make sure no stone is left unturned while doing my best to eliminate their financial stressors along the way.

How do I align my time and money with my values and passions to Live a Richer Life?
I enjoy spending time with my family in Colorado’s beautiful outdoors. I am part of a national workout group called F3, short for Fitness, Fellowship, and Faith, which has been a wonderful influence. I am also involved with the Travis Manion Foundation. Finally, I like testing my physical and mental resolve, so things like rucking (walking with weight on your back) and sandbag training have been prevalent in my schedule lately.