Terry Thomason has over 15 years experience as a Financial Advisor/Wealth Manager role. Assisting clients with great options for 1031 (Tax free exchange) and 1031 DST structures in addition to direct and indirect real estate investing.

Aside from my primary role as a Wealth Manager, I am also a real estate investor, business owner, business consultant and financial planner. Income producing real estate, re-entitlements, multi-family, commercial, Mobile Home Communities, Single Family Home rentals, and many other property types are available for 1031s.

I am able to customize leverage ratios, property type, boot structures and many other aspects helpful in securing the right property with the right strategy. Prior to working as a Financial Advisor, I held key roles for The Boeing Company, Intel Corporation, E*Trade Financial, Fidelity Investments, DST Systems, as well as other top firms.

Quiver Financial provides comprehensive financial solutions for individuals, families and businesses that have needs beyond Wall Street's outdated "long term" way of thinking. We specialize in customized financial solutions for time sensitive situations.

Patrick Morehead is a self-proclaimed “Doogie Howser” of Alternative Investments. He has been helping individuals and businesses achieve their financial goals for over 10 years. Patrick brings to Quiver Financial an expertise in creating income and growth with alternative investments that have a reduced correlation to equity markets.

Patrick has extensive personal and professional experience in the financial services arena as well as business development. After receiving his Bachelors in Aviation Business from the University of North Dakota, he worked for US Airways.

In 2011, he moved to California to help small aviation businesses to increase NOI and cut costs. Shortly after, Mr. Morehead entered the RIA arena to help individuals reduce volatility while increasing their retirement accounts and reducing taxes.

Patrick’s extensive knowledge in Real Estate and Alternative investments is a great asset to anyone he meets to help them assess and achieve their financial goals.

Branson, Fowlkes & Company, Inc., (“BFCO”) was founded in 1990. BFCO is an SEC Registered Investment Advisor and provides personalized investment advisory services to affluent, high net worth, and ultra-high net worth individuals and families.

In many cases BFCO also provides services to pension and profit-sharing plans, trusts, estates, charitable organizations and small to medium sized businesses. As of December 31st, 2020 BFCO, manages approximately $300,382,379 in assets for approximately 175 clients. Approximately $261,156,107 is managed on a discretionary basis, and $39,226,272 is managed on a non-discretionary basis.

Advice is provided through consultation with the client and may include: determination of financial objectives, identification of financial problems, establishing risk volatility parameters, cash flow management, and tax planning.

This information is used to develop various investment strategies which include asset allocations and the selection and monitoring of securities (including open and closed end funds, mutual funds, and publicly traded stocks and bonds). BFCO has trademarked a multi-level approach to investment diversification called D3 The Power of Diversification™.

In addition to personalized investment advisory services BFCO may offer advisory services in other areas broadly referred to as Wealth Management or Financial Planning. Investment advice is an integral part of financial planning.

Other common areas included in Financial Planning include advising clients regarding cash flow, college planning, retirement planning, tax planning, insurance review, risk management, and estate planning.

Founded by Mike Riso, a professional asset manager with 15+ years of experience, Portfolio Managers, LLC is a one-stop-shop for commercial and residential real estate portfolio management in California, Texas, Florida, and Georgia.

We provide everything from full-service asset management to consulting and real estate transaction coordination transforming commercial and residential properties into well-oiled machines that deliver ambitious revenues and world-class tenant experiences.

Proven ability to build process innovations and creative promotional strategies that inspire trepidation and imitation in competitors.

Combines insatiable entrepreneurial drive and cool-headed, hyper-productive efficiency with a passion for serving others and empowering exceptional performance in team members.

Thrives in high-pressure settings that demand both meticulous planning and rapid creative problem-solving.

Premier Casa is a full service international real estate company. We strive to provide the highest standards of quality, integrity and transparency in all transactions related to property sales, management and advisory services.

Premier Casa's reputation for uncompromising real estate professionalism and integrity in everything we do is earned day to day by serving our clients and earning their trust.

Implementing effective management concepts from the US we have built an international full service property and asset management company designed to make owning offshore real estate investments hassle free, while adding value and maximizing returns on well-located quality real estate investments.

Some highlights of the services we provide through our experienced multilingual staff:

1) Online marketing and booking
2) Utilities and administration fees payments
3) Monthly owner statement with complete and organized accounting
4) Maintenance and cleaning services

Dakota is a Financial Advisor in the Denver Tech Center office. He has extensive experience in the securities industry, most recently holding a position as an Investment Operations Analyst at a mutual fund company where he developed unique investment strategies for all market conditions.

Dakota also spent many years in commercial banking helping clients manage their cashflow and providing access to capital so they can expand their business operations. He takes pride in helping professional engineers and business owners achieve their goals through tax efficient investments and comprehensive financial planning techniques.

Dakota graduated with a B.S. in Finance from Colorado State University. He earned the CERTIFIED FINANCIAL PLANNER™ designation and holds Series 7, 63, and 65 FINRA licenses.

Outside of work, Dakota focuses on leading an active lifestyle whether it is in the gym lifting weights or snowboarding in the mountains. He gives back to his community through the Food For Thought program which provides meals to underprivileged schoolchildren.

He and his wife, Molly, welcomed their first child in July 2022, so he enjoys spending time with his young family as a dedicated father and husband.

Spectrum Real Estate Consulting ("Spectrum") provides real estate asset management, interior/exterior design, and comprehensive ADU solutions. Spectrum is the culmination of over 25 years of experience. I have been fortunate to work with innovators, leaders, and highly skilled experts along the way. Spectrum represents the breadth of experience that I’ve gained throughout my journey, starting out in commercial real estate valuation, working in acquisitions/dispositions on the investment side of real estate, and transitioning this skillset to become a highly-effective asset manager (including extensive design experience, which was driven by a wide variety of capital improvement projects).