About Us

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.

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!

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!

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, working 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, currently 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. 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!