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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
Paraclete Wealth Consultants
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Founder And Chief Wealth AdvisorParaclete Wealth Consultants May 2023 - PresentLamar, Colorado, United StatesWe 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.
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Financial AdvisorEdward Jones Sep 2012 - Apr 2023Lamar, Colorado, United States -
Student StaffColorado Christian University Aug 2011 - May 2012Helped 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. -
Warehouse AttendantLamar Building Material And Supplies Oct 2008 - Jul 2010Lamar, ColoradoRecieved, Stocked, and managed inventory. Delivered goods to customers, customer service activities.
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Sales ClerkGuehns Lumber And Landscapes Oct 2007 - Sep 2008
Michael Beard Skills
Michael Beard Education Details
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Colorado Christian UniversityBusiness Administration -
Lamar Community CollegeBusiness
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.
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Michael Beard
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