01. Our Vision

Our vision's goal is to be recognized as the most trusted and respected provider of business related financial planning work in Colorado.

02. Our Value

We help organize and simplify the complicated and busy financial lives of people like you.

03. Our Mission

At CBD Financial, LLC/Corporate Benefit Design, LLC our mission is to partner with you to help create financial comfort, protect your family, and build a legacy. 

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Our Services

 

Estate Planning

 

Employee Benefits

 

Business planning

 

Financial Planning

 

Life Insurance Planning

Our Team

Chief Executive Officer

Bradley Rothhammer has been in the Financial Services field for 30 years and is well versed in estate planning, business...

President

Parker has worked in corporate finance, and consulting for over 14 years.  His expertise lies in strategic consulting...

President

Mark Hadley, CFP®, CLU, CHFC has been involved in the financial services industry for the past 17 years. His areas of...

Administrative Manager

Sheryl Brown has been in the Financial Services field for 31 years. She is responsible for the support staff in regard...

Vice President

Annie graduated Summa Cum Laude with a Bachelor’s of Science in Marketing and minors in Business Communication and...

Brian Kneuer has been in the corporate financial service field for over 18 years, working with financial consultants and...

How Can We Help You?

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