Donald T. Click, CFP®, AIF®
As president and founder of Resource Financial Planning, Don is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Investment Fiduciary®, and an Investment Adviser Representative of both Resource Financial Planning and Commonwealth Financial Network®. Don has more than 25 years of experience working with high-net-worth individuals on issues of wealth accumulation, estate preservation, and risk management. Don holds FINRA Series 6, 7, 24, 63, and 65 securities registrations, as well as Colorado life, health, property, and casualty licensure.
A native of Colorado, Don began his financial services career in 1976 in Glenwood Springs. After attending the College for Financial Planning, Don received his CFP® certification in 1992 and founded Resource Financial Planning that year. Don's conviction for providing excellence in customer service, while maintaining independence, led him to affiliate with Commonwealth in 2000. This collaboration has created the ideal environment for offering quality, objective guidance to his clients.
An outdoor enthusiast, Don enjoys skiing, boating, biking, and running, and he is a single-engine aircraft pilot.
Tim Rahmeier, CFP®, AIF®
Tim is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Investment Fiduciary®, and an Investment Adviser Representative of both Resource Financial Planning and Commonwealth Financial Network®. Tim holds FINRA Series 7 and 66 securities registrations, as well as Colorado life, disability, and health insurance licenses.
Tim likes to work with genuinely nice, humble, fun-loving people who care about family, community, or someone or something more than themselves. They're most often busy spending their limited free time on the more meaningful things in life (relationships, fitness, professional development) than managing money. They delegate what can be delegated (financial oversight) and appreciate experienced, trustworthy, professional coaching on an ongoing basis.
Tim enjoys a practice designed to serve a limited group of clients at the highest level by integrating comprehensive financial planning with asset management services. Tim helps clients identify their financial values, establish meaningful goals, focus on what’s most important, and monitor their progress along the way. Managed account services are offered in a noncommissioned environment to ensure that objectivity and flexibility work to his clients' best advantage.
Matt is an Investment Adviser Representative of both Resource Financial Planning and Commonwealth Financial Network®. Matt holds FINRA Series 7 and 66 securities registrations, as well as Colorado life, disability, and health insurance licenses.
Matt Cova is a Financial Adviser who is driven to help people identify and reach their financial goals. Matt believes that holistic financial advice and comprehensive planning are the keystones that allow families to realize their life dreams. Matt is an integral member of the Resource Financial Planning team with a passion for coaching clients through the challenges of today’s financial world. Matt likes to work with enjoyable, motivated families that understand the importance of financial guidance.
Matt is passionate about the outdoors and enjoys many activities during all seasons with his wife and son.