Broker Check


We believe our teamwork approach benefits our clients by providing them with more complete solutions to their financial issues and leads to better and more successful outcomes. 

Our team of financial professionals can help you address:

  • Investing strategies that are consistent with your core beliefs
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can 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?

Our experienced and knowledgeable professionals have helped many individuals, families and businesses by crafting personalized strategies and solutions to issues and concerns like yours.


Lowell Adrian


With broad experience managing private equity offerings and providing services as a registered investment advisor, Lowell Adrian brings a wealth of knowledge to his leadership position at G5.

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Matthew Adrian


Matthew Adrian specializes in establishing and monitoring retirement plans for his clients. Plan types include 401(k) and 403(b), profit sharing and non-qualified deferred compensation.

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David Asbury, CFP®


With a degree in business and economics, and more than 25 years of personal financial planning and investment experience, David Asbury has the expertise to help individuals find the right solutions to their financial needs.

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Bob Bachman


Robert J. (Bob) Bachman brings over three decades of experience helping individuals in Colorado create and keep their wealth. His background includes banking, insurance, securities, and financial planning.

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Richard Costner, CFP®


Rick Costner has been a financial advisor since January 1990. He specializes in investment and retirement planning.

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Lawrence P. Finch, CPA


Lawrence P. Finch is a personal wealth manager working with a select group of successful families helping them live a life without financial worries.

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Cindy Marker Hegy, CFP®


Cindy Marker Hegy has been working in the financial services industry since 1980 when she received her Certified Financial Planner™ designation.

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Jeff Peoples


Jeff Peoples has been helping his clients reach their financial goals for over 20 years. He graduated from the University of Denver in 1991 and has been in the financial planning field ever since.

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William Reynolds,CFP®


Will has been helping people retire and helping retirees protect their income since 1998. He enjoys helping clients reach their goals with the highest chance of success and the least possible risk.

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Aaron Adrian

Director of Client Relations



Aaron Adrian has been with G5 Financial Group since 2010 handling all client services for Lowell and Matthew Adrian. As you can probably guess he is apart of a father and son's team. Aaron has a strong passion for delivering an...

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Anna Fanning, CPA




Anna Fanning, Certified Public Accountant, recently joined the G5 Financial Group as a personal wealth manager. She focuses on assisting individuals and families meet their financial goals and objectives through a comprehensive wealth...

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