CFM Staff

CFM Ski Day 2016

Team CFM had a great day on the slopes at Eldora for our annual ski day.  Work hard, play hard!

From Client to Planner

A few years ago my husband and I decided that we needed help putting our financial future on track, in spite of a PhD (his) and an MBA (mine). I studied the many flavors of financial advisors and concluded that a fee-only advisor with a Certified Financial Planner® (CFP®) designation would be the only way to go. Why?READ MORE

SBL Volunteer Day

The SBL team recently volunteered with Flatirons Habit for Humanity to help rebuild one of the Jamestown homes lost in the 2013 flood.  While it has been almost two years since the flood, the town is still recovering and we were glad to lend a hand.READ MORE

SBL Hires New President & CEO

Sargent Bickham Lagudis, LLC, one of Colorado’s largest independent wealth management firms, has hired Richard Lawrence as President and CEO. His main roles and responsibilities include day to day management of the firm, as well as business development, oversight of merger and acquisition activity, and long-term strategic planning and implementation.READ MORE