My name is David Riffel and I am a Financial Advisor with Bank of Colorado Investment Services. My objective as your financial advisor is simple: to provide you with financial confidence.I pride myself on being a good listener, a good teacher, impeccably honest, and transparent. My approach to investment management is straightforward and process-focused. First, I will get to know you as an individual, including your unique needs, wants, values, goals, and investment objectives. Then, I will work closely with you to develop and implement a customized financial plan and investment strategy designed to meet your short and long-term financial objectives. Finally, I will monitor and review your progress with you on an ongoing basis. I will coach you to continue working your plan, and I will help you make adjustments aligned with your changing circumstances.Originally from Little Rock, Arkansas, I graduated from the University of Texas at Austin with both a BBA in Finance and an MBA. Prior to joining our team, I had an extensive career in the high-tech industry working for Hewlett-Packard, Dell Technologies, and a small supply chain software company including significant global projects and international travel.I currently live in Arvada and am close to my two sons who have both graduated from college. I am a dedicated sports fan, and especially enjoy playing tennis and racquetball. I also enjoy serving on the non-profit board of the Children’s Foundation International, attending Flatirons Community Church, coaching youth sports, and spending time with friends, family, and my dog Louie.I look forward to earning your trust so that I can be your long-term financial advisor and partner to help achieve your goals.
Listed skills include Cross Functional Team Leadership, Enterprise Software, Supply Chain, Business Process Improvement, and 23 others.