ABOUT YOUR ADVISOR

 

 

 

 

 

 

Shawn A. Rogers - President and Chief Portfolio Manager

Shawn is a Certified Financial Planner (CFP®) and has more than 11 years of experience in the financial services industry. He earned his B.S. in Biology at Portland State University and completed his Financial Planning course work through the College for Financial Planning. Shawn's previous experience includes managing over 500 million dollars in client assets with Charles Schwab's Private Client group, training and coaching as an Advice Training Manager, and extensive experience in portfolio analysis and construction as an Investment Consultant.

 

 

 

 

 

 

 

Kyle Hurt- President and Chief Portfolio Manager

Kyle is a practicing Certified Financial Planner (CFP®) and has more than 10 years of industry experience. He holds a Bachelors Degree in Business Administration from North Dakota State University in Fargo and a Masters of Business Administration (MBA) from the University of Colorado at Denver. Previous to Lifetime Capital Management, Kyle worked at Charles Schwab & Co. within their Private Client division managing over 400 million dollars for individuals, families and trusts. He is also a member of the Financial Planning Association.

Personally, Kyle is married with three children and lives in Highlands Ranch, CO. When he is not working, he enjoys spending time with his family participating in the many outdoor activities the great state of Colorado provides.