Steven Salter

Managing Partner & Senior Investment Advisor, Insight Asset Management

Insight Asset Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Steven started Insight Asset Management in 2002, and has over 30 years of money management experience, working with individuals, businesses, and non-profits. 

Contact Steven: 303-691-1808 or
E-mail: Steven.Salter@PanoramicIA.com

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Dustin Dinges, CFP®

Managing Partner & Senior Investment Advisor, Insight Asset Management

Dustin is a Certified Financial Planner who has had a long standing career in the financial industry. In Summer of 2019, he joined Insight Asset Management and utilized his twenty five plus years of industry experience to advise individuals, corporations and non profits.

Contact Dustin: 303-691-1808 or
E-mail: Dustin.Dinges@PanoramicIA.com

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Don Hafner

Managing Partner & Investment Advisor Representative, Hafner and Associates, LLC

Don is an experienced financial professional with a broad background in accounting, taxes, finance, investment counseling, business management, and in developing strategic investment portfolios for individuals and businesses.

Contact Don: 303-550-5125 or
E-mail: Don.Hafner@PanoramicIA.com

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nicholas schneider, CFP®

Investment Advisor Representative,
Panoramic Investment Advisors, LLC

Nick is a Certified Financial Planner. He has served hundreds of clients in the academic, medical, and research fields in his fourteen year career. He joined Panoramic Investment Advisors in 2021, and is excited to build meaningful relationships with individuals and businesses via consultations and seminars.

Contact Nick: 303-691-1808 or
E-mail: Nick.Schneider@PanoramicIA.com

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Michael Davis

Investment Advisor Representative, Financial Partners, LLC

Michael Davis has a broad based knowledge in all phases of financial planning and the financial markets. During his extensive career, Mr. Davis has assisted hundreds of individuals reach their financial goals through his one on one consultations and his comprehensive financial seminars.

Contact Michael: 303-691-8001 or
E-mail: Michael.Davis@PanoramicIA.com

Learn more about Financial Partners

 

Minimum Qualifications for the Certified Financial Planner™ (CFP®) Designation:
Some of our Investment Adviser Representatives are certified for financial planning services in the United States by the Certified Financial Planner Board of Standards, Inc. (“CFP Board”). Therefore, they may refer to themselves as a CERTIFIED FINANCIAL PLANNER™ professional or a CFP® professional, and they may use these and the CFP Board’s other certification marks (the “CFP Board Certification Marks”). The CFP® certification is voluntary. No federal or state law or regulation requires financial planners to hold the CFP® certification. You may find more information about the CFP® certification at www.CFP.net.

CFP® professionals have met the CFP Board’s high standards for education, examination, experience, and ethics. To become a CFP® professional, an individual must fulfill the following requirements:

Individuals who become certified must complete the following ongoing education and ethics requirements to remain certified and maintain the right to continue to use the CFP Board Certification Marks:

Review our Privacy Policy, our Form ADV 2A Brochure, and our Form CRS (Client Relationship Summary)

Check the background of your financial professional on IAPD.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Representatives of Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.

Representatives of an IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for fee compensation.

Investment advisory services offered through Panoramic Investments Advisors, LLC. (“PIA”), a Registered Investment Advisor.

Panoramic Investment Advisors, LLC, Insight Asset Management, Hafner & Associates, Avalon Retirement, and Financial Partners are separate companies.

Panoramic Investment Advisors, LLC does not provide tax or legal advice.

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Panoramic Investment Advisors, LLC.
650 South Cherry Street, Suite 840
Denver, Colorado 80246
Phone:  303-691-1808