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Mr. Fleming adds that the trusted contact person and other suggested best practices are a response to what regulators have been hearing from the financial services. only 2 per cent had talked about.

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Thomas Financial Advisors A local Denver-based financial advisory firm, Thomas Financial Advisors focuses on saving and making money for each client with the best financial decisions.

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Specialties: comprehensive financial planning, Tax Planning, Investment Management, small business planning, Retirement Income Planning Fee-Only Financial Planner located in Greenwood Village, CO and Louisville, CO and serving clients locally (Denver and Boulder metro areas) and across the country.

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In addition to our strong financial performance, in the second quarter, we are proud to announce Bob Nardelli, the former CEO of Home Depot who was appointed as Senior Strategic Advisor.