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Dave Wellen, a United States Air Force Academy graduate, joined the Colorado Financial Group in 2006 with a breadth of operations management and leadership experience in the military, corporate, and not-for-profit sectors. As Operations Manager, Dave leverages our proprietary relationships with our top tier suite of carriers to design for our clients the most competitive life insurance offer available in the marketplace. Dave is also responsible for research, analysis, and strategic planning as we guide the owners of closely held corporations and family businesses through our Legacy Hand OffTM process in order to help them achieve their lifetime goals.

 

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