Michael Beard

Michael Beard Email and Phone Number

Financial Advisor - Tax Conscious Financial Strategies - Insurance - Estate Considerations - Retirement @
Michael Beard's Location
Lamar, Colorado, United States, United States
Michael Beard's Contact Details
About Michael Beard

The belief you can only receive quality financial advice in the big cities or from huge financial firms, is simply a myth! Close and personal relationships are the cornerstone for a small community, and I believe that the best experience is delivered through tailored, personal interactions. As a generational descendant from this area, I understand how important community and family are. Ever since my great-grandfather, Harl Davis, opened his Western Store in 1943, my family has become a permanent fixture of this community and its culture. I met my wife Brittany here and together we are establishing roots with our own family tree. As your dedicated, long-term, hometown financial advisor, I am passionate about investing my time in understanding what is most important to you. Deep personal relationships are paramount, and in my opinion, meeting face to face is the best way to build strong, long-lasting relationships. Whether it's as big as transitioning the family farm or simply saving for a dream vacation, I will work in partnership with you and other professionals to build a successful tailored financial strategy that meets your specific needs.There is no "One-Size-Fits-All" financial strategy, and it is my highest priority that you feel understood, informed and in control of your options. At Paraclete Wealth Consultants, you are #1! We have the support of highly skilled professionals and state-of-the-art technology to help you achieve your dreams. I'm excited to serve you, your family, and this community!I am honored to have built my practice in this community over the past decade and value the friendships made. Like I said earlier, you don't have to go to the big city or work with a big firm to get the best advice. My hope is that you discover that for yourself!Please feel free to reach out to me by any of the methods below:Facebook, LinkedIn, Phone: 719-888-7173 or michael@paracletewc.com

Michael Beard's Current Company Details
Paraclete Wealth Consultants

Paraclete Wealth Consultants

Financial Advisor - Tax Conscious Financial Strategies - Insurance - Estate Considerations - Retirement
Michael Beard Work Experience Details
  • Paraclete Wealth Consultants
    Founder And Chief Wealth Advisor
    Paraclete Wealth Consultants May 2023 - Present
    Lamar, Colorado, United States
    We are a locally owned and independent wealth consulting firm specializing in wholistic wealth management. With over ten years of experience, we have the technology and know-how to accomplish what’s most important to you and your family.
  • Edward Jones
    Financial Advisor
    Edward Jones Sep 2012 - Apr 2023
    Lamar, Colorado, United States
  • Colorado Christian University
    Student Staff
    Colorado Christian University Aug 2011 - May 2012
    Helped organize and launch a leadership outreach within the Denver community. Promoted advertising for a special leadership organization within the School of Business. Recently launched a new leadership club (Phi Beta Lambda), as well as running our National Honor Society, Omicron Delta Kappa, as the current president.
  • Lamar Building Material And Supplies
    Warehouse Attendant
    Lamar Building Material And Supplies Oct 2008 - Jul 2010
    Lamar, Colorado
    Recieved, Stocked, and managed inventory. Delivered goods to customers, customer service activities.
  • Guehns Lumber And Landscapes
    Sales Clerk
    Guehns Lumber And Landscapes Oct 2007 - Sep 2008

Michael Beard Skills

Financial Assessment Asset Allocation Strategies

Michael Beard Education Details

  • Colorado Christian University
    Colorado Christian University
    Business Administration
  • Lamar Community College
    Lamar Community College
    Business

Frequently Asked Questions about Michael Beard

What company does Michael Beard work for?

Michael Beard works for Paraclete Wealth Consultants

What is Michael Beard's role at the current company?

Michael Beard's current role is Financial Advisor - Tax Conscious Financial Strategies - Insurance - Estate Considerations - Retirement.

What is Michael Beard's email address?

Michael Beard's email address is mi****@****nes.com

What is Michael Beard's direct phone number?

Michael Beard's direct phone number is +171969*****

What schools did Michael Beard attend?

Michael Beard attended Colorado Christian University, Lamar Community College.

What are some of Michael Beard's interests?

Michael Beard has interest in Leadership, Classic Automobile Restoration, Management Training, Finance, Music, Philanthropy, Investment Training.

What skills is Michael Beard known for?

Michael Beard has skills like Financial Assessment, Asset Allocation Strategies.

Not the Michael Beard you were looking for?

  • 3
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    United States
    2
    betterworldcampaign.org, unfoundation.org
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  • Michael Beard

    Deputy Director
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  • Michael Beard

    Tedx Speaker L Author L Corporate Leadership Trainer I Cultural Improvement Specialist L Dei Practitioner I President And Ceo At Elevated Leadership
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    gmail.com, iclbuildersgroup.com, elevateddc.com, elevateddc.com

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