Financial Foundations

Dalton Herrin is an financial advisor based locally in Estes Park who offers financial advise and investment programs through Lakeridge Wealth Management, a Registered Investment Advisor. Lakeridge Wealth Management is a private wealth management firm which specializes in developing investment strategies and financial plans for individuals and pension plan sponsors. Earning a degree in accounting from the University of Colorado, Dalton has nearly a decade of financial industry experience working with client portfolios and investments.

Understanding personal finance is essential for achieving your life goals. These classes will empower you with the knowledge and skills to take control of your financial future. Through engaging lectures and exercises you will be able to confidently make decisions regarding retirement planning, budgeting, investments and much more.