About Us

“Do you want an independent local advisor that is passionate about investment management and financial planning?”

VITAL INVESTMENT MANAGEMENT

OUR GOALS ARE TOTALLY ALIGNED WITH YOUR GOALS. WE ARE A FEE-ONLY FIDUCIARY FIRM – WE ALWAYS PUT OUR CLIENTS’ BEST INTERESTS FIRST.

Do you want an advisor that is passionate about investment management and financial planning? You’ve arrived at the right place!

The founder of Vital Investment Management – David Eads – has had an affection for investments since he was 8 years old. It all started with his 4th Grade stock-picking project at his elementary school in Loveland, CO. After researching stocks to track for the semester, David settled on two: Raytheon and Berkshire Hathaway. He’s been hooked on investment research and planning ever since then.*

Vital Investment Management has over $165 million in assets under management as of April 1, 2022.

Your Concierge Advisor –

Dave Eads, CFP®

Dave Eads

Wealth Manager | CEO

The Eads Family

Dave has a diverse set of interests outside of the office

These include traveling, waterfowling, fishing, teaching, World War 2 history, geopolitics, fellowship, genealogy, entrepreneurship, listening & learning.

THE EXPERIENCE

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 effectively manage his clients’ investments and personal finances.

 

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 very 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 up to date with all the latest economic data 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 portfolio management distinguishes him from his peers.

 

He has a vast, comprehensive knowledge of tactical investment strategies, financial planning and 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.

Your Personal Client Service Manager –

Sherri Zuhlke

Sherri Zuhlke

Executive Client Service Manager

Zuhlke Family

Sherri’s Advocations

Include gardening, cycling, and kickboxing. In addition to her hobbies, Sherri volunteers at a local Dog Rescue shelter. She is a member of the Loveland Habitat Women’s Build Committee, giving back to her community with her time and her talent.

UNSURPASSED CLIENT 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 have 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 are 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 out a meeting, you’re in the best hands with Sherri by your side. 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 quality of 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!

Your Accomplished Financial Advisor –

Brian Nienhaus

Brian Nienhaus

Financial Advisor

Nienhaus Family Dog – “Moose”

Brian’s Advocations

Cindy and Brian enjoy traveling both stateside and internationally, spending weekends at her family’s cabin, and other activities throughout Colorado.

SEASONED FINANCE INDUSTRY VETERAN

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

 

Brian is an incredibly talented and experienced business banker with many community ties. He’s a great fit with VIM’s culture and brings a wealth of financial experience to our firm. We consider ourselves and our clients very 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 hones banking skills and knowledge in loan and deposit operations, personnel management, and Asset-Liability management. Brian has worked in banking since 1987 and has worked for three organizations since that time, 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 start 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, both 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!

Client Service Manager –

Dottie Foley

Dottie Foley

Client Service Manager

Foley Family

Dottie and Mike enjoy spending as much time with their family as possible. Especially their three grandsons!! They enjoy traveling to see family and exploring new places. Dottie volunteers with the Larimer County Foodbank and supports animal causes and Veterans’ causes.

Dottie’s Advocations

Her family focus is participating in an annual golf tournament fundraiser in Waxahachie, Texas, helping raise money for The Ryan Wilt Memorial. The event is in memory of Dottie’s nephew, Ryan, which raises money for scholarships given out to local students in Ryan’s name and supports an ongoing gymnasium project at Rocket Baptist Church, where Ryan was a member. Ryan was also an organ donor, and the family continues to support Donate Life America.

CUSTOMER SERVICE EXPERT

MRS. FOLEY BRINGS VIM’S CLIENTS AN EXTENSIVE HIGH-LEVEL CUSTOMER SERVICE AND BUSINESS MANAGEMENT BACKGROUND.

 

Dottie began managing businesses when she was 19 years old! She has held positions in accounting, marketing, head-of-operations, and even dabbled in real estate. Dottie believes the key to success is a well-balanced life and treating people with respect, care, and concern.

 

Dottie was raised in a large family with three sisters, one brother, and several dogs, cats, and two horses. Family means everything to her and even though they each live in a different state, they are a tight-knit group! Dottie’s family lived in Ohio, Indiana, Arkansas, and Texas. She attended the University of Arkansas on a music scholarship and added business management and accounting later. Dottie and her husband, Mike moved from Houston, Texas to Loveland, Colorado in 1992 after camping in Northern Colorado in the late ’80s. They fell in love with the beauty! Dottie and Mike have two children, Rachel and Chris, and three beautiful grandsons, Bradley, Wesley, and Benjamin. VIM’s clients may be familiar with their names 😊. Dottie and Mike have 2 dogs, “Cole” and “Foxy” who always run the household!

 

Vital Investment Management’s clients receive a higher level of service and VIM has the perfect team to provide it!