MR. EADS POSSESSES EXTENSIVE EXPERIENCE IN INVESTMENT STRATEGIES, COMPREHENSIVE FINANCIAL PLANNING, AND TAILORED RETIREMENT PLANNING.

 

Mr. Eads possesses extensive experience in investment strategies, comprehensive financial planning, and tailored retirement planning. Having many years in the investment industry, he can devise unique strategies to manage his clients’ investments and personal finances effectively.

 

Understanding every aspect of financial planning and investment management can be daunting. That’s where Dave comes in. His mission is to provide consultative guidance to meet your financial goals. Dave works hard to create a mutually beneficial and cherished long-term relationship with his clients and their families. Since each client’s financial goals are unique, shouldn’t their solutions reflect that reality? Dave strives to serve clients through meaningful conversations that create lasting relationships for generations. He is adept at providing strategic and tactical investment strategies, comprehensive financial planning, and tailored retirement planning.

 

Staying current with all the latest economic and proprietary market data, Dave advises his clients on all facets of their financial plans. Dave is the Chairman of Vital Investment Management’s Investment Committee. In addition, Dave has solid and effective working relationships with many other professionals in the financial industry.

 

He offers comprehensive, unbiased, and customized solutions focused on assisting his clients in protecting and growing their wealth. However, the customized tactical approach in portfolio design and management distinguishes him from his peers.

 

He has a vast, comprehensive knowledge of tactical investment strategies and financial planning with an eye for unique or undervalued investment opportunities. Dave has created transparent financial planning and investment management packages and combined them with integrative implementation processes. For his clients, this translates to a higher level of service.

MRS. ZUHLKE HAS THE CLIENT SERVICE EXPERIENCE AND ATTENTION TO DETAIL THAT YOU’RE LOOKING FOR IN A BOUTIQUE WEALTH MANAGEMENT FIRM.

 

Sherri is a key asset to Vital Investment Management and believes success in life and business comes from strong and meaningful relationships. Mrs. Zuhlke’s over 20-year tenure, managing client requests and managing the office, has earned her the title of Executive Client Service Manager. There are very few tasks that she hasn’t yet encountered. Sherri has demonstrated a history of exceptional client service and daily operations administration for family-office-style wealth management firms.

 

Fielding client phone calls and emails is her forte. Sherri quickly tackles client requests efficiently and effectively. Whether it’s a request for a customized report, a new account opening, a money movement request, or scheduling a meeting, you’re in the best hands with Sherri. If she can’t complete the task herself, she’s quick to bring in the professionals through Vital Investment Management’s network to ensure our clients’ requests are always addressed. Sherri will go the extra mile to ensure her clients get the service they deserve.

 

Sherri is a Colorado Native and resides in Greeley, Colorado, with her husband of over 28 years, two children, and two dogs.

 

Vital Investment Management’s clients receive a higher level of service because the firm is focused on service and has the perfect team to provide it!

MR. NIENHAUS POSSESSES THE EXPERTISE AND INDUSTRY EXPERIENCE YOU’RE LOOKING FOR IN A BOUTIQUE WEALTH MANAGEMENT FIRM.

 

Brian is an incredibly talented and experienced business banker with many community ties. He fits VIM’s culture well and brings financial experience to our firm. We consider ourselves and our clients lucky to have Brian on our team. He’s also the current President of the Loveland Rotary Club.

 

Brian grew up in Fort Atkinson, Iowa (Northeast Iowa, Winneshiek County) and graduated from the University of Northern Iowa, Cedar Falls, receiving a B.S. in Business Management – Finance Emphasis. He also attended The Graduate School of Banking – University of Colorado, a 3-year program that honed banking skills and knowledge in loan and deposit operations, personnel management, and Asset-Liability management. Brian has worked in banking since 1987 for three organizations: Tri-State Bank, First National Bank of Omaha, and Independent Bank, which acquired Guaranty Bank & Trust, which initially acquired Home State Bank. In April of 2021, Brian left banking and started working as a financial advisor at Vital Investment Management. He enjoys working with his clients to develop and manage their investment plans and helping plan the future dreams for their families.

 

Brian and his wife Cindy have been married since 2009. Cindy works as the HR Manager for Beacon Communications, Littleton, CO. Their two adult children, Laryn and John, live and work in the Omaha, NE metro area.

 

Vital Investment Management’s clients receive a higher level of service because the firm is focused on service and has the perfect team to provide it!

MR. GOODMAN’S VETERINARY FINANCIAL EXPERTISE IS WHAT YOU DESERVE FROM A SPECIALIST ADVISOR.

 

Dillon was born and raised in Southern Arizona. While studying accounting at Brigham Young University, Dillon ran on the track team as a hurdler. He completed his formal education at Idaho State University, where he obtained a Master’s Degree in Accounting.

 

Upon completing his Master’s, Dillon was recruited by one of the Big-4 accounting firms working as a financial statement auditor and soon after obtained his CPA license. After working in public accounting, he joined a veterinary accounting firm in Fort Collins, Colorado, as a Senior Accountant specializing in auditing, compiling financial reports, and consulting with clients on industry best practices. Dillon continues his work with his veterinary accounting clients, specializing in investment management and financial planning solutions tailored to the needs of veterinarians and their businesses.

 

Dillon is excited to join Vital Investment Management and use his accounting experience, which gives him a unique perspective on the financial world.

Dillon and his wife, Celine, live in Severance, Colorado, and are proud parents to June Stephanie and a Yellow Lab named Reggie. Dillon enjoys playing sports, spending time outdoors, and making people laugh.

MRS. BRAGDON HAS DECADES OF EXPERIENCE IN ESTATE PLANNING AND ADMINISTRATION.

 

Cindy has extensive experience in the estate planning and trust world, having worked for over twenty years as an estate and trust paralegal and nearly fifteen years as a trust officer. She holds the CFP ® (Certified Financial Planner®) and the CTFA (Certified Trust and Fiduciary Advisor) designations. She incorporates her knowledge and experience working with clients to design estate planning strategies to meet clients’ goals and to provide for the seamless transition of management of assets during lifetime, and in the event of advanced age, incapacity, or death. Her experience includes working with a client’s other advisors to ensure a tax-efficient transfer of wealth at death, incorporating philanthropic goals, and protecting the family’s assets.
Cindy values working with a client’s team of advisors during the estate planning process, including investment managers, legal and tax advisors, and insurance professionals. Having all of the players at the table when conceptualizing a complex estate plan ensures that the client’s intentions are met and all facets of the plan are considered. Cindy has extensive experience facilitating or “quarterbacking” an advisory team to strategize and design a plan, put the plan in place, and coordinate the execution and implementation of the plan. Cindy also advocates for regular plan reviews and recommends adjustments when warranted due to changing circumstances or laws.
Cindy’s experience as a trust officer has given her a valuable understanding of working with the client, their spouse, and family. Communication, she believes, is one of the most critical aspects of a professional advisor. Cindy firmly believes family meetings are a valuable part of the planning process if the circumstances warrant. She encourages clients to have a family meeting to communicate to the family members the critical and conceptual aspects of their plan, answer questions, and introduce the people who will help when that “life event” happens. Communicating your intentions and reasons for decisions sometimes goes a long way to preserving and encouraging family harmony. Cindy has years of experience in facilitating and leading such meetings in a comfortable and professional manner.
Cindy is currently serving on the Pathways Board of Directors. She is also on the Regional Development Counsel of the Community Foundation of Northern Colorado and the Fort Collins Symphony Endowment Fund Board of Directors. She served over fourteen years on the Board of Directors of Project Self-Sufficiency.

Clients of Vital Investment Management are fortunate to have access to an expert and advocate in Trust and Estate navigation.