Colorado Headquarters

Colorado Headquarters

We’re different. Empowering people to be themselves, while providing comprehensive support. We’ve interviewed financial professionals with different firms around the country to understand how they work, and we learned they value true ownership, control and flexibility.

 

 

 

News and Events

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From Serving His Country to Serving Financial Professionals

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Unlocking Success: Why Streamside Wealth Chose 1847Financial and HTK to Power Their Growth

Get to know us

Michael Kane

Managing Principal

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Vinnie Lewis

Managing Principal

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Zach Bloemen

Firm Director, Business Development

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Linda Vescio

Practice Development Director

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James Cooney

Financial Professional

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Scott Francis

Firm Managing Director

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Chris Lynch

Field Operations Director

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Antionesha "AJ" Weatherly

Sr. Life New Business Coordinator

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Ennio Vescio

Field Operations Specialist

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LOCATIONS

Colorado, New York, Massachusetts and Connecticut

Firm Services

Firm Specialty

Culture

At the core of our team's identity and culture is a relentless dedication to going above and beyond. We understand that excellence is not a one-time effort but a continuous pursuit, and our commitment to delivering the best is unwavering.

 

Every interaction, every touchpoint, and every engagement is an opportunity to showcase our dedication to white glove service. It's not just about meeting expectations; it's about exceeding them, time and time again.

Why Partner With Us

  • Shared Vision
  • Recruiting Support
  • Your Private Label
  • Advanced Sales
  • Personalized Coaching
  • Dedicated Problem-Solving Liaison
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