about us
Welcome to our practice
Since 1982 we have been helping our clients achieve their financial dreams through holistic financial planning, disciplined investment strategies, and with a proactive personal touch.
About Me
Joel D. Andrews
Joel started his practice after graduating from Brigham Young University in 1982 with a degree in Finance (emphasis in Financial Planning). He has received the designations of Chartered Financial Consultant and Chartered Life Underwriter (ChFC, CLU) and is a member of the Financial Planning Association. He has taught numerous financial seminars over the years which include the University of Colorado Health Sciences Center, Lockheed Martin, US West and AT&T. He has also published articles for the Denver Medical Society and been quoted in the Denver Business Journal and the Wall Street Journal.
Joel enjoys living in Colorado and spends time hiking, mountain biking, skiing, fishing, painting and spending time with his wife and 5 children. Here is a link to some of Joel’s watercolor paintings.
Joel D. Andrews
About Me
Benjamin J. Andrews
Ben works as a financial advisor with the firm. Growing up as Joel’s son, it has long been his dream to work with the practice, which he spent time doing off and on since he was young. Ben received a degree in business management with an emphasis in finance from Brigham Young University-Idaho. Ben is currently undergoing his Certified Financial Planning (CFP) designation which will allow him to further sharpen his existing skill set he is eager to put to work.
Ben enjoys finding new ways to stay active: going to the gym, doing yoga, golfing and snowboarding. Ben finds refuge in nature, hiking and camping with his golden retriever, Murphy and spending time in the mountains. Ben has 4 siblings he is very close to and enjoys spending time with.
Benjamin J. Andrews
About Me
Patti Engel
Patti Engel works in our securities department and helps to answer clients questions, keeps track of cost basis and double checks our trading.
Patti enjoys spending time in the garden, with her husband, 5 children and attending all 16 of her grandchildren’s activities.
Patti Engel
About Me
Patti Engel
Patti Engel works in our securities department and helps to answer clients questions, keeps track of cost basis and double checks our trading.
Patti enjoys spending time in the garden, with her husband, 5 children and attending all 16 of her grandchildren’s activities.
Patti Engel
About Me
Patti Engel
Patti Engel works in our securities department and helps to answer clients questions, keeps track of cost basis and double checks our trading.
Patti enjoys spending time in the garden, with her husband, 5 children and attending all 16 of her grandchildren’s activities.
Patti Engel
Why do we use "Triumph" in our name?
Ben and I have always liked sports cars. When Ben was 15 years old we embarked on rebuilding a 1974 British Triumph TR-6. We were lucky and found a car without too much rust but it needed some serious love and care. I was a bit handy around cars but never embarked on removing and rebuilding an engine. We kept meticulous notes that were sometimes helpful (haha). As an example, when we removed all the electrical wiring we carefully numbered each wire with masking tape and permanent marker, noted its location in our spiral and then removed the engine keeping the wires tucked away. While the car was at the body shop, we had the engine compartment “sandblasted” to remove the rust, etc. Later we found out the chemical they used removed permanent markers. We then had to learn how to read schematics. We learned a lot, grew close together and accomplished something neither of us thought we could.
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In 15 minutes we can get to know you – your situation, goals and needs – and help you pursue your dreams.