Frank Vaughn, CFP
Founder | CEO | Director of Planning
“You never change things by fighting the existing reality. To change something, build a new model that makes the existing model obsolete.”
— R Buckminster Fuller
Frank brings his wealth of knowledge as a CERTIFIED FINANCIAL PLANNER™ and a decade of experience assisting high-net-worth and ultra-high-net-worth clientele.
He spent the first six years of his career working for two financial behemoths, T. Rowe Price and Fidelity Investments. Excelling with both firms, Frank was promoted five times while being ranked in the top 1% nationally of his peers and was recruited to one of the top branches in the nation to oversee a $250 million-dollar book. At the peak of his corporate career, Frank resigned from his position to concentrate on fiduciary wealth management. While spending two years with an independent firm in Colorado Springs, Frank focused on designing legacies for wealthy individuals, families, and small business owners. As an expert in Retirement Planning, Investment Strategy, Portfolio Management, Income Maximization/Distribution, Insurance Needs Analysis, Estate Planning, Charitable Giving, and Tax Minimization Strategies; Frank was recruited and took a position with a startup RIA (Registered Independent Adviser) as their Chief Financial Planning Office and President of the Insurance Division. While with the RIA, Frank developed the firm’s financial planning process, leveraged relationships with multiple insurance providers, and learned the process of creating a finance company. After a year at the RIA, Frank arrived at the point in his career where he realized the only way he was going to assist his clients the way he believes is best was to create his own company.
Frank has lived in Colorado Springs on and off for 25 years. Graduating from Air Academy High School, Frank was the captain of the hockey (State Champs with Brandon) and baseball teams. He received baseball scholarships, was team captain, and played in the JUCO World Series for a top 10 ranked team. Frank earned his BS from the Dwire College of Business at the University of Colorado at Colorado Springs. When Frank isn’t reading about behavioral finance, entrepreneurship, or personal development; he is outside being active and still plays baseball in a local league.
