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Meet Your Registered Representative

A good way to work toward a relatively secure financial future is to develop and maintain a personalized financial plan with an experienced investment representative at your side.

Ask our registered representatives about our wide range of investment products and services, along with help on:

  • Funding your child's or grandchild's education
  • Determining how much money you'll need to retire
  • Helping to minimize your taxes*
Contact an Investment Services representative via secure email, or by phone at (719)550-6550 to schedule your complimentary consultation.

*For specific tax advice, please consult a qualified tax professional.


David Wood
Vice President

Located at Ent
Operations Center
7250 Campus Dr.
Colorado Springs, CO 80920
Phone: (719) 550-6320
Fax: (719) 388-9333
1-800-525-9623 ext. 6320
Contact Us >>

Registered in:
   Arizona, Colorado, Florida, New Mexico, and Oklahoma

Travis Dodge
Director of Investment Services
Southern Region

Located at Ent
Galley Service Center
4545 Galley Road
Colorado Springs, CO 80915
Phone: (719) 550-6338
Fax: (719) 380-8506
1-800-525-9623 ext. 6338
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Registered in:
   Alabama, Arkansas, Colorado, Kansas,
   Maryland, Oregon, South Carolina, and Texas

Michelle Hylton, RFC®
Director of Investment Services
Northern Region

Located at Ent
Denver Metro and
Woodmen Service Center
7110 Campus Drive
Colorado Springs, CO 80920
Phone: (303) 880-2439
Fax: (303) 360-7809
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Registered in:
   Alabama, Arizona, Colorado, California, and Nevada

Laura Figgie
Senior Investment Representative

Located at Ent
Peterson Air Force Base Service Center
(Military access required.)
Building 1345 - 490 Otis Street
Peterson Air Force Base, CO 80914
Phone: (719) 550-6400
Fax: (719) 570-7740
1-800-525-9623 ext. 6400
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Registered in:
   Colorado and South Carolina

Kevin Bailey
Senior Investment Representative

Located at Ent
South Service Center
1510 E. Cheyenne Mountain Blvd.
Colorado Springs, CO 80906
Phone: (719) 550-6710
Fax: (719) 527-6141
1-800-525-9623 ext. 6710
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Registered in:
   Colorado, California, Georgia, and Idaho

Melissa Keese
Investment Representative

Located at Ent
Operations Center
7350 Campus Drive, Second Floor
Colorado Springs, CO 80920
Phone: (719) 550-6881
Fax: (719) 550-7881
1-800-525-9623 ext. 6881
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Registered in:
   Colorado

Patrick N. Sieders
Investment Representative

Located at Ent
Flintridge Service Center
4720 Flintridge Drive
Colorado Springs, CO 80918
Phone: (719) 550-6321
Fax: (719) 264-8992
1-800-525-9623 ext. 6321
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Registered in:
   Colorado

Elvis C. Jerez
Investment Representative

Located at Ent
Stetson Hills Service Center
6060 Championship View
Colorado Springs, CO 80922
Phone: (719) 550-6170
Fax: (719) 574-4855
1-800-525-9623 ext. 6170
Contact Us >>

Registered in:
   Colorado

Darcie Matson
Investment Representative

Located at Ent
Denver Metro
Contact Us >>

Registered in:
   Colorado