Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Matthew Owings (CRD# 5632831) is an Investment Advisor Representative working at Equus Private Wealth Management LLC in Carbondale, CO and has over 5 years of experience in the finance industry.
Maia Babbs (CRD# 4154898) is an Investment Advisor Representative working at Obermeyer Wood Investment Counsel, Lllp in Aspen, CO and has over 17 years of experience in the finance industry.
Deborah Birch (CRD# 4043371) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Glenwood Springs, CO and has over 18 years of experience in the finance industry. Deborah Birch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.