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About Us

 

 

 

Services  

Columbia Benefits, LLC is a full-service financial firm committed to helping clients pursue their financial goals. We strive to create a unique relationship with every client, based on our expertise and range of services offered. We work directly with every client to establish goals and customized strategies to suit their financial objectives. 

We offer the following services: 

     Investment Advisory

     Consulting

     Insurances Sales

     Financial Planning

     Retirement Plan Consulting & TPA

We work with the following clients:

     Individuals and Trusts

     Qualified and Non-Qualified Plans

     Small Businesses and Practices

     Charitable Organizations and Endowments

 

 Gary P. Davis, CLU, ChFC, RHU, Advisor, President, Member

Gary P. Davis, CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), RHU (Registered Health Underwriter) specializes in employee benefits, retirement planning, wealth management, insurance, financial planning and estate planning.  Gary has been specializiing in Financial Services since 1982.   Columbia Benefits operates with the knowledge that one size does not fit all, and offers every client a fully tailored advisory experience.

You can reach Gary at 303-759-1100 x116

 

Kelly L. Brooks, APA, QPA, QKA, QKC, Plan Consultant

Kelly is a graduate of California State University, Chico with a Bachelor of Arts in Economics and a minor is Business Administration.  Kelly has 20+ years experience in plan consulting, design, implementation and administration. She is a current member of the National Institute of Pension Administrators (NIPA) and the American Society of Pension Professionals and Actuaries (ASPPA).  Please reach out to Kelly if you have any questions about your retirement plan or would like to explore opportunities to create a program for your business.

You can reach Kelly at 303-759-1100 x115 

 

Vic Groth, CLU, ChFC, RHU, LUTCF, Trainer Emeritus

Victor H. Groth, CLU, RHU, RFP, ChFC, LUTCF.  Vic started working with business owners in 1966.  Throughout Vic's career, he has specialized in business planning including compensation design, employee benefits, business continuity and estate planning.  Vic is a life member of the MDRT, a life member of the Estate Planning Council and a member of the Society of Financial Services Professionals.  “Keeping more of what you earn” is an ongoing challenge and a primary focus in the planning work Vic does with his clients.  Vic is spending his time primarily training new agents in the proper use of financial products to help clients accomplish their goals.

 

 

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