Face to Face Financial Advice

Talk to an Osaic Institutions* financial professional about your goals for investing, retirement, or wealth management, and they will work with you to help you create a strategy to suit your needs. If you've already met with an Osaic Institutions financial professional, view the portfolio you've designed together through Client Connect.  

Wayne Bellinger Executive Financial Advisor wbellinger.bcufinancial@bellco.org 303.627.4959 Branches: Aurora South, Smoky Hill and Englewood Wayne Bellinger III Executive Financial Advisor wrbellinger.bcufinancial@bellco.org 303.688.9886 Branches: Castle Rock and Lone Tree   Dan Cass Executive Financial Advisor dcass.bcufinancial@bellco.org 303.805.9833 Branches: Highlands Ranch, Parker and Parker South       Billy Cassidy Executive Financial Advisor  bcassidy.bcufinancial@bellco.org   303.937.0794 Branches: Lakewood and Sloan's Lake   Stephanie Gudka, CFP® Executive Financial Advisor sgudka.bcufinancial@bellco.org 303.487.8466 Branches: Westminster and 98th & Washington         Tonya Harper Executive Financial Advisor tharper.bcufinancial@bellco.org 303.933.2067 Branches: Buckley, Southwest and McCaslin  Justin Parks Executive Financial Advisor jparks.bcufinancial@bellco.org 303.364.0284 Branches: 9th & Colorado, Havana/Mississippi, and Grand Junction         Mike Mullen, CFP® Executive Financial Advisor mmullen.bcufinancial@bellco.org 303.367.9768 Branches: 120th & Huron, Brighton, Clifton,      Fort Collins, Grand Junction, Greeley, Longmont,  and Thornton Rachel Corpuz, CFP® Financial Advisor rcorpuz.bcufinancial@bellco.org 720.496.3490 Branches: Stapleton and Green Valley Ranch     Thomas Green Financial Advisor  tgreen.bcufinancial@bellco.org 303.487.4422 Branches: Arvada, Westminster and 98th & Washington