Broker Check

1136 E. Stuart Street
Bldg 2; Suite 2100
Fort Collins, CO 80525

(970) 223-1922

 

Our Team

 
I have been in sales and management in the financial services industry since 1975. I have earned numerous company and insurance industry awards including MDRT (Million Dollar Round Table), NQA (National Quality Award) and The National...

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Melissa Dixon, CFP®

Certified Financial Planner®

(970) 223-1922

(970) 223-2875

After earning my bachelor's degree in economics from the University of Northern Colorado in December 2005, I entered the financial services industry in 2006. I continued my education in the financial industry earning my Certified...

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Tami Eberhardt, CFP®, ChFEBC℠

Certified Financial Planner®

970-223-1922

970-223-2875

I am a financial planner providing financial services with JBA Wealth Management Group. I help clients (including federal employees) plan for their retirements. I also help clients with their investments, life insurance, and college...

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Barb Bruen, CFP®, ChFC®, CLU®

Certified Financial Planner®

(970) 223-1922

(970) 223-2875

I have been a financial planner providing financial services with JBA Wealth Management Group since 1997. I help my clients plan for their retirements. Many of my clients are federal employees facing unique financial planning...

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Matt Dixon

Financial Advisor

970-223-1922

970-223-2875

I was born and raised in Fort Collins, and am an alumnus of Colorado State University. Living in northern Colorado my whole life has allowed me to build strong relationships with people and businesses within our community. Prior to...

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Darin G. Luze, LUTCF

Registered Representative

(970) 223-1922

(970) 223-2875

Since 1994, I have built a clientele by working interactively with families and business owners. My focus is in wealth accumulation and protection strategies. I am not here to sell a particular product, but to pinpoint, out of...

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Dr. Platz is a Certified Financial Planner™, Chartered Financial Consultant™, and a licensed life, disability, and long-term care insurance producer. He is a Financial Advisor with Securities America Advisors, Inc. Securities America,...

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Janelle KeelerOffice Assistant, NBNI attended the University of Nebraska-Lincoln and graduated in May 2010 with a Bachelor’s of Journalism (Advertising) degree with concentrations in English, history and economics. In April 2014,...

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T.J. Julien, CFP®, AAMS®

Certified Financial Planner®, AAMS®

(970) 223-1922

(970) 223-2875

Each of us has our own unique set of circumstances and beliefs. As an advisor, it is my job to sit with you, side by side, provide education and options with an understanding of each option amongst a sea of products and concepts that...

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I have been in the financial services industry since 1990. My responsibilities are a combination of both sales and service of clients and policy holders in the tri-state communities of Nebraska, Wyoming and Colorado. I have earned...

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