Eggert Financial Management, Inc.

Ronald Manning is a financial advisor at Eggert Financial Management, Inc. in Evergreen, CO, with 23 years of industry experience. He holds a Series 66 designation and has worked at Eggert Financial Management since 2012, following a six-year tenure at Colorado Financial Service Corp. Eggert Financial Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, and business entities. The firm uses a rules-based, quantitative investment approach featuring tactical adaptive allocation models and offers a subscription-based 401(k) Allocation Alerts service.

Margaret Kremers is a financial advisor at Eggert Financial Management, Inc. in Centennial, CO, holding a Series 65 designation with nine years of industry experience. She has been with Eggert Financial Management since 2014 and also worked at Farther starting in 2025. Eggert Financial Management provides investment advisory and financial planning services to individual and business clients, including high-net-worth individuals. The firm uses a rules-based, quantitative investment approach with tactical adaptive allocation models and offers a subscription-based 401(k) Allocation Alerts service that provides plan-specific asset allocation suggestions.

William Eggert is a CFP® with 43 years of experience in the financial services industry and is the president and owner of Eggert Financial Management, Inc., where he has worked since 1987. He is also the managing member of Country Line Music LLC, a performing musical group. Eggert Financial Management provides investment advisory and financial planning services to individual and business clients, including high-net-worth individuals. The firm employs a rules-based, quantitative investment approach using adaptive allocation models and offers a subscription-based 401(k) Allocation Alerts service.