Broker Check

Team

Scott Sanford, Roger Pierce, and Sherri Gilligan at Harmony Private Client Advisers believe that our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Scott Sanford and his team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

Scott Sanford and his Harmony team can also answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Since 2001, Scott Sanford and his Harmony staff have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Scott Sanford, CFP®, AEP®, CLU®, ChFC®

Managing Partner - Wealth Manager

(720) 490-4793

With his education at the Colorado School of Mines, and his experience in the field of Electrical Engineering, Scott Sanford successfully solved complex problems with innovative and unique solutions. As a Wealth Management Advisor and...
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Roger L. Pierce

Associate Wealth Manager - Director of Investments

(720) 490-4794

Roger has been with Scott Sanford’s team since February of 2008 and has been in the financial services industry since July 1995. His 15+ years of experience has covered many aspects of comprehensive planning from small business...
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Sherri L. Gilligan, RICP®, CRPC®

Associate Wealth Manager - Director of Financial Planning & Insurance

(720) 490-4793

Sherri Gilligan joined Scott Sanford’s team in January 2013. Sherri has been in the financial services industry since November 2002. She served for 6 years in the U.S. Navy prior to that. Sherri obtained her Life & Health...
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