Team
G. Lance Ortiz
President- Retirement Coach- FedEd Advisor - NSSA Advisor- National Ethics Member
lance@yourcoloradoretirement.com
Lance has been focused over the last 22 years in assisting retirees to protect and shield their assets. In fact, he has assisted hundreds of local retirees as well as retirees throughout the country to successfully accomplish their goals.
Jon Michael
Medicare Specialist- Medicare Retirement Solutions
Maritza Torres
Real Estate Specialist
Maritza brings over 10 years of successful, award-winning real estate experience to her residential and commercial client such as Five Star Real Estate agent award for her professionalism and overall client satisfaction. Specializing...
Mike Rosaasen
Retirement Coach/Advisor
(303) 374-5690
mike@yourcoloradoretirement.com
Mike has been working with pre and post retirees for 22 years and has been insurance licenced since 1996. Mike specializes in income planning, indexed insurance strategies, asset based long term care and wealth transfer. Mike has...
Renee Gorski
Client Concierge
renee@yourcoloradoretirement.com
Renee serves and guides all new and current clients of CRS. She helps in daily operations with client acquisition, appointment scheduling, coordinating workshop education events and community service outreach. Her goal is making sure...