The BennCo Team

Brian Bennett - Elaine Cowles - Rick Wetzel

Rick Wetzel
Investment Advisor
Representative

Since joining BennCo Advisors in 2000, Rick’s attention to detail, willingness to educate, and genuine desire to help others achieve their goals of financial security has been a strong combination for both businesses and individuals.

• His planning and advisory efforts are focused on:
  • Creating the right foundation for success, beginning with the fundamentals of building assets. In this foundation building process the core building blocks are addressed:
    • Do clients have an emergency fund set aside?
    • Maximizing 401k, Traditional & Roth IRAs and any other tax deferred investments.
    • A fundamental understanding of life insurance and its true purpose.
  • For business owners:
    • Maximize the financial opportunities of ownership
    • Coaching for retirement transition
    • Monetization of business assets
• Investment expertise is applied once the foundation has been laid, then the process shifts to:
  • Accumulating and protecting assets
  • Monitoring market changes, personal life transitions and making mid course adjustments
  • Continuous client interaction and education to grow and deepen understanding of personal finance and investing.
  • Transitioning from wealth accumulation to income and distribution through planned strategies to maximize a successful retirement or wealth transfer plan.

Rick is a devoted husband and father to two teenagers. He is committed to his community and is an active volunteer. Currently he is The School Board President of the Woodland Park Schools (District RE-2). In addition, he has served as an ambassador for the Chamber of Commerce, a volunteer at the Pikes Peak Work Force Center and has served as an officer in the Woodland Park Saddle Club. In his spare time he is an active horseman and has earned regional awards in Cowboy Action Shooting, which is a style of competitive marksmanship with roots in Colorado’s Western Cultural Tradition.