Broker Check

David LaLonde CLTC

Managing Partner & Co-Founder

(719) 400-6519

[email protected]

David LaLonde is a Financial Advisor who has been serving clients for nearly two decades.  As a Managing Partner, and Co-Founder of Rocky Mtn. Wealth Partners, he has garnered a successful financial planning and fee-based practice to best meet the needs and desires of his clients.  His client base consists of retirees, pre-retirement clients, business owners, and families.  Dave specializes in college funding solutions with an emphasis on late stage planning, investment design and management, wealth preservation techniques, and retirement income distribution strategies for retirees.

He brings a wealth of experience and expertise to his role as a financial advisor. His diverse background and skillset enables him to help clients pursue their long-term financial goals through comprehensive, individualized financial planning. A thorough, and client-focused approach encompass each client’s individualized retirement goals, time frames, and tolerance for market fluctuations.

David attended the University of Colorado at Denver, and graduated with distinction with a B.A. in Public Relations and Communication. He is an Investment Advisor Representative and Certified Long-Term Care Planner (CLTC). He holds FINRA Series 7, 63, and 65 registrations with Geneos Wealth Management. David also holds state licenses in life, health, variable products, and LTC/disability insurance.

David and his wife Jennifer live in Colorado Springs with their two teenage boys, Jake and Ben, where as a family, they enjoy all the outdoor activities that Colorado offers. In his spare-time, Dave can be seen and heard singing and playing his guitar at various events and clubs up and down the front-range.

Michael Meurer

Estate Attorney

303-991-3544

[email protected]

If you’re looking for an estate planning attorney, Medicaid attorney or need help with elder law here in Denver, Meurer Law Offices, has been helping people pass their legacy on to loved ones since 1991.

As experienced Colorado estate planning lawyers, Attorney Michael T. Meurer and Attorney Matthew P. Zanotelli offer clients in the Denver metro area consulting in a variety areas.

We offer strategies to protect assets from predators and creditors. We’ll help you plan for devastating nursing home and long-term care costs by creating Medicaid plans and spend-down strategies to protect your life savings. We also have the expertise to ensure a smooth transfer of your assets to beneficiaries.

Our focus is on creating estate plans that minimize estate tax burdens and enable beneficiaries to avoid lengthy and expensive probate proceedings and will contests. And as experienced elder law attorneys, we advise on methods to avoid probate court and prevent disputes or litigation among your loved ones.

Our reasonable fees, warm office environment, friendly and knowledgeable attorneys, and convenient location are designed with your needs and comfort in mind.

*Michael and The Meurer Law Offices are not affiliated with Geneos Wealth Management, Inc.

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Thelma Pimentel

Health Plann Advisor

Thelma Pimentel is an Independent Owner and Sales Broker with Turning Point Insurance Services.  As a Health Plan Advisor for over a decade, Thelma is expertly trained in a broad range of health products and services and has been a Certified Medicare Health Plan Advisor since 2005. 

Thelma’s focus has been on Medicare Health and Special Need Plans and believes in building solid relationships with clients.  She builds trust with her clients by taking the necessary time to educate them about the various options available in today’s complex world of health care. She encourages them to take charge of their health and stay current on the changes that are inevitable in today’s economic times.  

Thelma is a graduate of the University of Texas at Austin, where she received a bachelor’s degree in Chemistry and Biology.  She moved to Colorado in 1993 and has been active in the business community as a member of the Southern Colorado Women’s Chamber, the American Business Women’s Association, and eWomen Network.  She volunteers as a member of the Lion’s Club and conducts vision screening on pre-school children throughout District 11 and 20 school districts in Colorado Springs. 

Thelma is married and is the mother of two children, and grandmother to 3 children who also live in Colorado. She enjoys camping, hiking, book clubbing and fitness classes in her spare time.

*Thelma and Turning Point Insurance Services are not affiliated with Geneos Wealth Management, Inc.

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