Advisors at this firm
Kevin E
CFP®, Series 63, Series 66
Lone Tree, CO
Tier One Wealth Management
Kevin England is a CFP® with 17 years of industry experience. He has worked at Tier One Wealth Management since 2022 and previously held roles at Sigma Planning Corporation and Sigma Financial Corporation. Outside of his advisory work, he is president of Fair Share Planning, LLC, and provides technology and marketing support through Tier One Tax, LLC. Tier One Wealth Management serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a tax-efficient, actively managed investment approach using equities, ETFs, mutual funds, structured products, options, and select alternative investments.
Garret J
Series 63, Series 65
Lone Tree, CO
Tier One Wealth Management
Garret Jett is a financial advisor at Tier One Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sigma Financial from 2015 to 2022. Outside of his advisory role, he owns and operates a tax preparation business, FIRST SOURCE TAX LLC, providing tax services approximately 20 hours per month. Tier One Wealth Management offers discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm manages around $125 million in assets with an investment approach focused on tax efficiency, lower turnover, and a combination of macro/micro analysis and technical overlays.
Gregory D
Series 66
Lone Tree, CO
Tier One Wealth Management
Gregory Dexter is a financial advisor at Tier One Wealth Management with 13 years of industry experience. He holds the Series 66 designation and previously worked at Sigma Planning Corporation and Sigma Financial Corporation from 2015 to 2022. Outside of advisory services, he is involved in a family-operated spray tanning business, Organic Product Solutions, LLC, in Lone Tree, Colorado. Tier One Wealth Management serves individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans, offering discretionary portfolio management and financial planning. The firm employs an active, tax-efficient investment approach using a variety of securities and maintains a broader service set that includes insurance products and real estate-related planning.