Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s the best approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Ben Sarsozo

Wealth Management Advisor

303-690-1927

303-779-6520

Ben@iig360.com

Schedule time with me!

Andre Duplessis

Investment Specialist

720-288-2640

303-779-6520

aduplessis@financialguide.com

Steven Knudson

Disability Specialist

801-556-9396

385-474-7986

skknudson@FinancialGuide.com

Steve has been working in the insurance industry for over 40 years. He took interest in working with business owners early in his career and discovered he had a knack for helping them find the right solutions to their pain points....

Jon Knudson

Employee Benefits Specialist

801-671-8656

jon@knudsonbenefits.com

Jon joined Knudson Benefits Group in 2004 and started working in employee benefits in 2006 with the intention of growing that side of the business. Since day one, his No. 1 focus has been providing unbeatable service. He always puts...

JT Driskell

FPlan Design

720-635-9624

303-779-6520

Joe@iig360.com

Collect, enter, organize, and prepare clients' financial information for planning purposes.

Cindy Sarsozo

Customer Service

303-690-1927

303-779-6520

cindy@iig360.com

Emily Micklos

Executive Assistant to Steve and Jon

385-474-7980

385-474-7983

emily@knudsonbenefits.com

Emily joined Knudson Benefits Group in 2018. She was first introduced to the finance and insurance industries when she worked for Merrill Lynch for five years. Though her background is in design, she has found that her organization...