Vital Investment Management LLC

Alonzo Tredwell is a financial advisor at Vital Investment Management LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PIMCO Investments LLC and Pacific Investment Management Company LLC. He also provides consulting services through Red Door 80. Vital Investment Management offers discretionary and non-discretionary asset management and financial planning to individuals, pension plans, corporations, and charitable organizations. The firm employs a primarily value-oriented, long-only investment strategy using diversified ETFs and mutual funds, supplemented by tactical asset-allocation models.

Cindy Bragdon is a CFP® professional with over 18 years of industry experience. She currently works at Vital Investment Management LLC and previously spent 17 years at First Western Trust/First Western Financial. She is the sole member of Lighthouse Planning, LLC, providing financial, estate, business succession, and retirement planning services. Vital Investment Management LLC offers discretionary and non-discretionary asset management and financial planning for individuals, pension plans, corporations, and charitable organizations. The firm employs a primarily value-oriented, long-only investment strategy using diversified ETFs and mutual funds, supplemented by tactical asset-allocation models, and incorporates educational seminars and pension consulting as part of its services.

David Eads is a CFP® and Series 65-licensed advisor with 13 years of industry experience. He is currently a member of Vital Investment Management LLC, where he has worked since 2019, and previously worked at Colorado Financial Management LLC from 2012 to 2019. Outside of advisory work, he is co-owner of Something Canadian, LLC, a mobile home sales business, and a partner in Estate Navigation Services, LLC, which assists clients with legal documents and asset distribution. Vital Investment Management LLC provides discretionary and non-discretionary asset management and financial planning to individuals, pension plans, corporations, and charitable organizations. The firm employs a primarily value-oriented, long-only investment strategy using diversified ETFs and mutual funds, supplemented by tactical asset allocation models, and offers educational seminars and pension consulting services.

Dillon Goodman is a financial advisor at Vital Investment Management LLC with four years of industry experience. He holds a Series 65 designation and has worked at Vital Investment Management since 2021. Goodman also works part-time at Stephanie Packham CPA LLC, providing bookkeeping services for veterinary hospitals. Vital Investment Management LLC offers discretionary and non-discretionary asset management and financial planning for individuals, including high-net-worth clients, as well as pension plans, corporations, and charitable organizations. The firm’s investment strategy is primarily value-oriented and long-only, using diversified ETFs and mutual funds alongside tactical asset-allocation models developed with Ned Davis Research.

Brian Nienhaus is a financial advisor at Vital Investment Management LLC in Loveland, CO, holding a Series 65 designation with four years of industry experience. Prior to joining Vital Investment Management in 2021, he worked at Independent Bank from 2015 to 2021. Vital Investment Management provides discretionary and non-discretionary asset management and financial planning services to individuals, pension plans, corporations, and charitable organizations. The firm follows a primarily value-oriented, long-only investment strategy using diversified ETFs and mutual funds, supplemented by tactical asset-allocation models, and offers educational seminars and public workshops as part of its service offerings.