Participating advisors

This is not a self-serve directory. Profiles are here so you can read who may receive an exclusive introduction.

Profiles are supervised-person pages so you can read who may review an exclusive request for Vital Investment Management, LLC. A profile is not an endorsement, ranking, testimonial, or representation that a person is right for you. Confirm current firm records on Investor.gov by searching CRD 300811, and review Form ADV and Form CRS.

Brian Nienhaus

Vital Investment Management, LLC

Financial Advisor at Vital Investment Management, LLC in Loveland, Colorado. Works with business owners and households along the Front Range. Zoom nationwide. In person in Northern Colorado.

Business owner planning · Retirement planning

Cindy Bragdon, CFP®, CTFA

Vital Investment Management, LLC

Planning Specialist at Vital Investment Management, LLC. CFP® and CTFA. Focuses on estate, trust, retirement, and business-succession planning. Zoom nationwide. In person in Northern Colorado.

Estate and legacy · Retirement planning · Business owner planning

David Eads, CFP®

Vital Investment Management, LLC

Founder, CEO, and Chief Compliance Officer of Vital Investment Management, LLC. CFP® professional based in Loveland, Colorado. Zoom nationwide. In person in Northern Colorado.

Retirement planning · Tax-aware planning · Investment management

Dillon Goodman, CPA, CFP®

Vital Investment Management, LLC

Colorado CPA and CFP® professional who leads the firm's business-owner practice. Trained at Brigham Young University and Idaho State University. Zoom nationwide. In person in Northern Colorado.

Business owner planning · Tax-aware planning · Retirement planning

Rusty Tredwell

Vital Investment Management, LLC

Senior Financial Advisor leading the New England office from Marblehead, Massachusetts. Previously a Senior Vice President at PIMCO after a decade at Fidelity. Zoom nationwide. In person in coastal New England.

Retirement planning · Investment management · Liquidity events