Background
Mr. Thuente’s desire to work closely with individuals, helping them meet their financial goals led to the opening of DLT and Company in August of 2013, after he completed an illustrious 25 year career at FirstBank Holding Company in Lakewood, Colorado. Mr. Thuente served in ever increasing roles of responsibility at FirstBank Holding Company, serving as their Chief Finance Officer and Retirement Plan Administrator for the last 16 years of his career, helping direct the financial decisions of the largest privately owned financial institution in the state of Colorado.
Education
Mr. Thuente received his Bachelor’s Degree in Accounting from Colorado State University, Pueblo in 1988. He passed the CPA examination in 1992 and completed the Graduate Degree in Banking Program at the University of Wisconsin in 1995. He recently passed the certified financial planner examination, but has not yet fulfilled the experience requirements for the designation.
Licensing - Professional Designations
Mr. Thuente holds the Chartered Retirement Planning Counselor designation (CRPC), and carries the Series 65 Investment Advisory and Series 7 Brokerage licenses.
Our Broker Dealer
In the same manner that you choose your financial advisor, we choose our broker dealer. Cambridge Investment Research, Inc.(Cambridge) is one of the most respected and largest privately held independent broker-dealers in the United States. Since we are not employees of Cambridge, but instead are independent business owners, we can direct our efforts to serving your needs, not directing our efforts to further their corporate interests. This allows us to focus on what is best for our clients and their financial goals. Cambridge shares our values – integrity, commitment to service, flexibility and friendliness.