Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Michael Antalek
Owner/President
Michael Antalek is a trusted financial advisor dedicated to helping established professionals simplify complex financial decisions and build long-term financial confidence. He grew up in Steamboat Springs, where he developed a strong...
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Josh Baer, CFP®, ChFC®
Investment Advisor
As Managing Partner for J3 Wealth Management, nowmerged with RFS creating Stratus Associates, I amprimarily responsible for overseeing our client book andjexpanding our team and strategic partnerships. Myspecialization lies in...
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