Routing Number: 307070021
Routing Number: 307070021

Meet the team

The Financial Consultants will personalize a road map for your financial future by helping you make educated choices that fit your financial needs and can assist you on a broad array of financial options.

By affiliating with us, your advisor has chosen to strengthen and elevate the services they provide to help guide you toward your financial goals. As the nation’s largest independent broker/dealer*, an RIA custodian, and leading provider of third-party brokerage services to banks and credit unions**, we back the wisdom and experience of your advisor with an enormous catalog of services and resources, such as:

  • Objective market research

  • Compliance oversight

  • Innovative technology

  • Ongoing practice consulting and training

*Based on total revenues, Financial Planning magazine 1996-2016

** Source: Ken Kehrer and Associates, 2013 TPM Study

They offer no proprietary investment products and engage in no investment banking activities, which means:

Their research and market insights are always objective.

Your advisor is free to recommend any investments that will help you meet your financial goals.

The research team regularly reviews investment products, ensuring products your advisor recommends meet the rigorous standards of due diligence.

With your advisor, you can invest with confidence, knowing the guidance you receive is objective and grounded solely in the needs of your unique financial situation. Your advisor is free to recommend investments from some of the nation’s top providers in:

  • Financial planning—college, retirement, estate, etc.

  • High-net-worth products and services

  • Individual investments—stocks, bonds, mutual funds, trusts, annuities, etc.

  • Insurance

  • And so much more

Check the background of investment professionals associated with this site on

FINRA's BrokerCheck

Ann Re

Financial Consultant

Direct:  303.243.5698

  • Learn more about Ann Re

    Ann G. Re, CRC® has been active in the Financial Consulting and Investment Brokerage business for more than 25 years. During that time has enjoyed professional rewards assisting numerous clients pursue their financial goals and established strong client relationships based on integrity and trust.

    In October of 2012 made the move to the independent channel and became registered with LPL Financial. "Independence at LPL offers freedom of investment choices to integrate and fulfill client's total portfolio diversification."

    As a Financial, and Certified Retirement Consultant, the focus is to encourage investors to take the necessary steps to improve their prospects for a more secure retirement. "I truly believe that this goal of achieving retirement security is more challenging now than any other time in recent history." With a holistic approach that addresses retirement spending, income needs, and lifestyle ideals, a strategic and thoughtful retirement investment strategy is developed and implemented.

    Additionally, working with clients in all areas of financial concern, including life insurance, education funding, estate planning, asset gathering, and wealth building are all part of the financial consultation process.
    "Having the local support of Colorado Financial Partners, a branch of LPLFinancial, has enhanced and secured a more client centric approach to my business. They are an additional source for customer service based here in the Denver area."

David Connelly

Financial Consultant

Direct: 719.464.8123

  • Learn more about David Connelly

    David Connelly grew up in Boston, Massachusetts. Rather than attending college after high school, David chose to serve in the Air Force. He enjoyed the time he spent in San Antonio and Austin, Texas, until the Air Base was closed in 1995. Feeling the opportunity brought on by the beginning of the internet boom, David ventured to Silicon Valley, California and was able to connect with cutting edge companies like Ascend Corporation and Lucent Technologies.

    Unfortunately, in 2002 he was part of a large layoff and observed the impact of the “dot com” bubble collapse. This experience brought David’s attention to the need for financial guidance in such stressful times. The seed was finally sown for David to become a financial advisor and to this day, the majority of his clients have roots in the technology field.

    David has over 13 years of experience working as a wealth advisor. David enjoys working with high tech executives, entrepreneurs and small business owners and their families. David attended University of Texas at Austin and Golden Gate University graduating summa cum laude with a BS degree in Telecommunications.

    David resides in Monument, CO with his wife of 15 years and their three beautiful daughters. David is an avid golfer and loves to hike and fly-fish.

Mike McDonald

Financial Consultant

Direct:  719.592.1053

  • Learn more about Mike McDonald

    Mike McDonald recently relocated to Colorado from Portland, Oregon. He has been in the Financial Services industry for more than 24 years and is a Financial Advisor with Western Wealth Management located at the Air Academy Federal Credit Union in Colorado Springs.

    Mike provides a simplified educational approach to Financial Planning using investment, insurance, retirement and asset management strategies for his clients. He takes a holistic approach to developing financial planning strategies that fit his client’s individual lifestyle and goals. Mike considers himself a resource to his clients and strives to help them make informed and insightful decisions.

Ann Re, David Connelly and Mike McDonald are financial consultants with LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. David Connelly and Mike McDonald offer Investment Advice through Western Wealth Management, a Registered Investment Advisor. LPL Financial, Investment and Retirement Center located at Air Academy Federal Credit Union, Air Academy Federal Credit Union, and Western Wealth Management are separate entities.