About Us

Beth French is an Accredited Investment Fiduciary.
Beth specializes in helping clients to Protect, Preserve, and Prosper their Circle of Wealth. An industry veteran with over two decades of experience, she provides a wide range of powerful solutions tailored to each client's unique goals and objectives. With every customized plan she takes into consideration multiple factors, including your risk tolerance and time horizon.

Joel is a 20-yr Certified Financial Planner and an avid outdoorsman.
While maintaining his main office and clientele in northeastern Colorado, Joel has a fully-equipped office with staff in Delta and visits regularly, in addition to ZOOM, email, and phone contacts with our clients. In addition to maintaining Beth's high ethical standards, Joel reinforces their clients' existing plans while offering new options to build wealth and create prosperous futures.

Securities and investment advisory services offered through Osaic Wealth Inc., member FINRA/SIPC..
Osaic Wealth, Inc. is separately-owned and other entities and/or marketing names, products, or services referenced here are independent
of Osaic Wealth, Inc.
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