T: (970) 368-5578
E: [email protected]

Giving Back

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Local Community Foundation

We are proud to be part of a community that supports one another in times of need. Our agents donate time and money to the following local nonprofits.
Summit Foundation

Summit Foundation

A trusted local community foundation providing leadership and resources to assist local working families, resolve critical community issues.
Mountain Mentors

Mountain Mentors

A well-established community-based mentoring program that matches caring adult volunteers with youth ages 8 to 16.
Breck Film

Breck Film

A prominent high country non-profit with a mission to educate, entertain, and inspire year-round.
Breckenridge Outdoor Education Center

Breckenridge Outdoor Education Center

Providing a sense of freedom to those who are routinely excluded from outdoor activity due to a disability or special need.
Family & Intercultural Resource Center

Family & Intercultural Resource Center

To support your financial journey, establish connections and overcome the challenges caused by the high cost of living in Summit County.

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We are here provide the highest level of personalized and professional service to our clients. We continually seek to grow our systems and expand our team so we may provide this heightened level of service to as many people as we can. Contact us today!

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